AMD and IBM Working Together on Future Chips
oogbla writes "There is a story over at news.com which says that AMD is teaming up with IBM for its sub-100 nanometer process and is de-emphasizing its previous relationships in that area. Also seems that the Silicon-on-Insulator (SOI) technology they were supposedly getting from Motorola isn't going too well and has caused at least one delay to Barton."
I am quite sure that IBM and AMD teamed together could easily give Intel a run for speed and technology. Alone IBM and AMD have some amazing technologies that have some amazing potential (like IBM's 64bit PPC chip coming soon).
...that i'll never get a ThinkPad with a TransMeta chip in it. I love IBM laptop hardware, and Transmeta seems to have a grasp of what should be in a laptop processor, but whether or not it will ever become a reality one has to wonder.
In SOVIET RUSSIA... erm...NSA AMERICA, the Internet logs onto YOU!
What, Motorola caused a delay for someone it was supplying something to? That's crazy! Motorola is never *achem*G5*achem* late! I'm sure that it's just a big misunderstanding on AMD's side.
Then again maybe it's the year of the Laptop for AMD too!
I guess this means, that there might actually be a big computer manufacturer that will back AMD. I'm sure AMD execs are drooling of the possibilities of having someone in their corner against Intel.
to me, the most interesting part of the article is this: "The deal also marks a break in an alliance between AMD and Taiwan's United Microelectronics, a foundry that makes chips for other companies Earlier, AMD and UMC agreed to jointly develop 65 nanometer processes and build a fabrication facility together. AMD also said it would use UMC for excess factory capacity if necessary."
at first glance, it might seem like it's bad that AMD is breaking business ties. but the last sentence indicates that the option to tap UMC is still available, which to me means that the relations between the two must not have soured that badly.
looking at the big picture, it seems that AMD has made a pretty decent business move upwards, scaling up as they need, and acquiring a nice, big name to throw around as good PR.
which is not to say that it'll make AMD successful. but you know how dippy people are when it comes to stocks. Joe Trader who was "like, wtf?! UMC? wtf UMC?" might be more like "miammiam, IBM. mmmn, juicy goodness."
Here's another link to the EE Times: http://www.eetimes.com/semi/news/OEG20030108S0038 (care of [H]ard|OCP)
Hopefully this means that the next CPUs out of AMD won't be able to warm up the apartment come winter.
Generally this means that AMD won't be working with United Microelectronics (UMC) anymore... a contract that was just recently made (January). (EE Times hints that IBM has been "muscling in" on UMC's turf lately - ouch).
The deal apparently marks an end to AMD's arrangement with United Microelectronics Corp., a Taiwan-based foundry with which AMD was to develop process technology and build a 300-mm fabrication facility in Singapore. Asked about that earlier partnership, an AMD spokesman said the two sides "are amicably winding up their joint development relationship."
I certainly fell for the hype initially, thinking "AMD + IBM + Hammer?!?!?", alas, not to be.
FWIW IBM also has similar arrangements with Intel.
A feeling of having made the same mistake before: Deja Foobar
It's interesting how all the hardware sites lambasted Intel for the design of the Pentium 4, because it didn't have the raw speed of the AMD Athlon or Pentium 3. What made this all rather amusing to me, however, was that these people weren't around to see the evolution of the 386 vs 486, 486 vs Pentium, and, to a lesser extent, the 286 vs 386. In each of these situations, the previous generation of chip was able to eek a few more cycles over the next generation... in the beginning of the next generation's run! Intel has a very strong history of designing chips that ramp up very well (except for their one CPU engineering failure, the Pentium Pro, which was too ambitiously designed).
I wasn't surprised when the AMD Athlon pulled out ahead of the Pentium 4, then fell very far behind. The Athlon was not engineered to ramp up well over 1 GHz. AMD was very foolish to race to that point, seeing as how long it took them to get working silicon at just 2 GHz.
I'm not saying that I bought a Pentium 4, just that I knew it would eventually overtake the Athlon. I'm quite happy with a cheap Athlon, myself. Semiconductors is a soap opera for nerds. That's why I read The Register, not EE Times.
My guess is that there's going to be a lot more consolodation in the semiconductor and memory world. I bet Micron, AMD, Motorola, and Apple are all going to end up merging, buying out, and/or disappearing in the next few months. Maybe HP will buy them all.
Licensing technology out to others is exactly what IBM should be doing in this case. It helps the industry and that will, in turn, help them. This is great for IBM in the short term and the long term.
--naked
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I think a lot of people are misreading (or in /. fashion, not reading) this. Or just not understanding. This does not mean IBM and AMD are working on some new type of processor together (ie no new processor architecture).
What this means is that they will work together on having manufacting technoligies in the future. Fabs and fab equptment are extremely expensive and it is generally hard to move from one manufacturing process to another. This alliance should help shave costs and improve manufacturing quality on the process (I believe it said 0.65 micron) in question. Each will continue to design cpus separately.
He said, "You'll be able to tell your grandchildren that you helped assemble the first NT supercomputer," and I cringed.
First, AMD must get their product out. 64, 32, whatever. They have to speed up the chip too. For a same number of model and mhz, I am not sure which is better in term of real speed (AMD vs. Intel), but I have a gut feeling that Intel chip can not be slower (but AMD could). So, that's bad for AMD.
Then, they have to move to more advance manufacturer process quicker. That's how you save cost. Intel has higher mhz chip, has more advance (300mm) fab (translate to lower cost), move to smaller process quicker. What does all this means? In addition, they move faster products out to the market quicker and more frequently.
I would be nervous if I were AMD. They miss the PDA chip space (I may be wrong on this). I think that's where money goes. Create a gig hertz pda then sell it. That's when handheld computer become reality. It's the convegence of wireless phone, pda, multimedia (mp3 player, video player), games, and anything you haven't think of. Ofcourse, it can do messaging, audio conference, and video conference.
Hey, the future is there. Whoever get their first, and make it cheap enough (for all poor comsumer) will win. (technology won't become reality unless they're good enough, but also cheap enough).
AMD is known for its competitive price. Use that war game.
In summary, you can not compete if you can not bring a new, better product out (ok, and enough for us to buy, not just a demo one).
Apple is consulting with IBM about the PPC970. AMD is consulting with IBM about a new fab process. So, with any luck from IBM, there's a chance that representatives from both Apple and AMD will be in the same room together! With any more luck, they'll be opposite genders (then again, that doesn't much matter these days), and they'll hit it off!! (..but we've got to see their offspring.. it will be wonderful!)
IBM is simply offering production services to AMD, this is not another AIM alliance or anything like that. So IBM mgmt slowness should not be an issue at all. AMD simply is another IBM Semi customer.
As for IBM mgmt, well yes, in many ways IBM is the poster child for the slow and ponderous company. However, when they decide to do something (and do it right, well as much as can be expected) they can be the unstoppable force. RS/6000 and ThinkPad are two excellent examples.
If you're thinking "PowerHammer", "IBM Athlon", etc., then you REALLY don't get it. This is like GM and Ford cooperating on expensive research needed to meet new Federal safety & pollution standards:
- An engineer who used a saw to cut GM & Ford airbags or catalytic converters open a few years later could see similarities in the technology.
- Someone who was expecting to see a Pontiac Mustang or Lincoln DeVille would be SOL.
It's easy to make up & spread cool- and credible-sounding stuff. Finding & checking hard facts is hard work.
I wasn't surprised when the AMD Athlon pulled out ahead of the Pentium 4, then fell very far behind. The Athlon was not engineered to ramp up well over 1 GHz. AMD was very foolish to race to that point, seeing as how long it took them to get working silicon at just 2 GHz.
It gave AMD some very good credibility, having the fastest processors, not just being some copycat always behind. Without that credibility, they would never have gotten Athlon MP in on the market. Most likely they wouldn't get money for the investments they'd need (and still do) to keep up with Intel otherwise.
It showed that Intel could be beaten, at least for a short while. Kinda like the gfx cards. Geforce, Geforce DDR, Geforce 2, Geforce 2 GTS, Geforce 3, Geforce 3 Ultra, Geforce 4... Radeon 9700! Ok Nvidia might strike back just as hard with Geforce FX, but it's the same thing.
Besides, it's not like AMD is really far behind. I've seen AMD2800+ in the stores, Intel has 3.06GHz (assuming those PR ratings are still close to valid). Of course AMD is now playing pretty much every design trick in the book (FSB, additional layer, minor core improvements+++) to keep up, so they need SOI and/or Hammer fairly soon, but they're still in loop.
Kjella
Live today, because you never know what tomorrow brings
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