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Intel to delay 45nm quads - report

No competition

ACCORDING TO A REPORT, Intel has decided to postpone the launch of its 45nm quad-core CPUs because AMD is in such a mess.

Digitimes said it learned from motherboard makers that the chippery was scheduled to launch in January next year. But now the mobo mob have coughed that the launch will be put back a month or two.

Apparently, Intel will flog its 65nm quad-core processors for a while longer since AMD's triple-core and upcoming Phenom CPUs aren't ready.

The chips we're talking about here are the Core 2 Quad Q9300, Q9450 and Q9550, Digitimes said. µ

Comments

Yeah right!

45nm is to make it cheaper compared to 65nm. (45nm means more profit)

So they prefer that the cost to make their products should be higher because AMD can't compete?

They just want to take some time to sort out some problems.
45nm isn't mature for mass production THAT is what they are saying!
posted by : Kedas, 19 December 2007

Fuits

Fruits of monopoly has been served in advance.
Thats all to Intel fanboys.
posted by : MRX, 19 December 2007

Fruity Indeed

Being someone who relies on fast but reasonably priced CPU's to get a bit of work done it's somewhat disapointing that Intel decides it can slow down because the competition has it's knickers in a twist.

As pointed out. Fruits of the current "tecnology Monopoly".

It's twice as dissapointing though that AMD are so cocked up at the mo. They've been in big do do for over a year. What gives? The time for shortcuts (two chips glued together) has been and gone but in a few months time if nothings resolved then this statement could be repeated. Maybe sticking 2 athlons together is a waste of time. Maybe it's not. One things for sure, when everything is sorted out AMD should glue two Phenoms together to give Intel a kick in the balls!

We can all get back to more and faster in short order
posted by : Jimbo, 19 December 2007

2 players, not 1

Now you understand why AMD needs the extra support?
posted by : Mihai, 19 December 2007

are you sure this is the true reason?

This was already some news about this a few weeks ago already stating that those cpus would be delayed to the end february/march but the reason was because of a very rare bug that caused a system crash and was only detected in the lab with a new test procedure.
Here is a link dating from 5th december talking about the issue.
http://www.behardware.com/news/9264/the-yorkfield-delayed.html
posted by : John, 19 December 2007

when the pig's gonna fly

"Intel has decided to postpone the launch of its 45nm quad-core CPUs because AMD is in such a mess."
:))))
seems to me that Intel is the biggest AMD's fan.
posted by : iou, 19 December 2007

Yields

If the contention is true and AMD's misfortune is the reason for the delay the only possibility would be that their yields at 45nm are abysmal and they much rather improve the process. Their low power parts will have to wait.
posted by : Nicolas, 19 December 2007

Cheaper!??!

Do you have any damn idea how much it costs to make a 'quick' move to 45nm!?!?!? Intel is saving cash you idiot and that’s what you get for get for chumming up to a monopolist.

No, I’m not an AMD fanboy and if the tables were turned I wouldn’t buy anything from AMD.
posted by : Alex, 19 December 2007

45nm

45nm is cheaper to produce than 65nm if the yields are equivalent, which may not be the case (most likely it isn't, since 65nm is a more mature process).

Other than the cost advantage (that may not be there due to yield issues), 45 nm brings competitive advantage through higher speed bins. If the competition is not pressuring there (as AMD is not), there is no reason to launch new speed bins earlier => "milk the market" instead

AMD did about the same thing with A64 sped grades. They need it more than intel. though :P

posted by : Rui, 19 December 2007

Riiight

As much as I'd like to blieve Intel's giving their competition a breather, there's no way that's the case.
posted by : Polynikes, 19 December 2007

clear the 65nm first

So they have a better product but will not release it?.... If they release 45nm then who would buy the 65nm?
posted by : Steve, 19 December 2007

Right....

Intel is far from perfect, so they are probably just positioning themselves. Reality is that they are probably having a terrible time getting this ready for the masses.
posted by : Joe, 19 December 2007

Intel just helping out the AMD

Intel is just helping AMD compete. AMD is so pathetic now that even Intel is trying to keep AMD products competitive.

I believe Intel is adding wait states for compilations that run on Core 2.
posted by : Hamburger Helper, 19 December 2007

Intel ...

are probably going over and over and over the bugs present in the Core2 respin that is Penryn, just to make sure the end result isn't Phenomenal ... rather its Functional.

Intel is absolutely comitted to burying AMD in to the ground ... hell bent.

Then, and only then ... will they stop any efforts regarding innovation.

Oh ... and then they will also bump the processor prices up so Joe Public gets Celeron ... you won't be able to get quads !!

Nehalem will also dissapear ... quietly.

Itanium III will rule the waves.

posted by : Reynod, 19 December 2007

Yea, Wrong..

Kedas,

It may be cheaper to manufacture, but Intel does have 65nm Core2 and Core2 Quads still on the shelves. They are only competing with themselves right now so whats the point of pushing out this new product which is obviously superior and will force the price of the 65nm down, when they can sell the 65nm stock at a premium and get a better return on the investment?

Your conspiracy theory is intriguing but not well thought out.
posted by : Sausage Beast, 19 December 2007

Fruits?

MRX, not that I am easily described as an Intel Fanboy. However I have to take issue with you. AMDs problems are of it's own making and have zero to do with the online ramblings of a few self appointed Intel cheerleaders.

If AMD had spent more of the last 5 years working on new products and materials, then it would be easier to find sympathy. However since they wasted the opportunity that the NetBust Pentium 4 from Intel handed them on a plate, AMD pretty much deserve what they're getting.

If you want to thank anyone for Intel having the 'monopoly' power to do this, thank AMD for being an incredibly weak competitor now.
posted by : Gordon, 19 December 2007

Lets Flame

to Alex: If you can't behave, sit to the childrens table, please.

Other inteligent people will see like pace of competition is slowing down.

I'm looking for " good ol' Intel " :-D
posted by : MRX, 19 December 2007

collusion

collusion?
posted by : acme420, 19 December 2007

AMD given slack?

While I agree with the poster that noted how expensive moving to the 45nm process is, and therefore when given an opportunity to do this on your own timeline, you are going take it... people are forgetting that it is still in Intel's best interests to not put AMD out of business. Giving AMD a bit of slack is therefore not at all out of the question
posted by : Joe Kraska, 19 December 2007

NO PRODUCT=NO PRODUCT, LOW PRICES CUT MARKET.

Is it another Conroe Slap out of nowhere, final 4 core in summertime? Or is AMD geeting good clump of sales due to LOW cost?

AMD STOCK IS BUY, AMD PRODUCT IS BUY, AMD REPUTATION IS BYE.

thomas s von drashek
posted by : ULTIE_TOM, 19 December 2007

Strategy

Actually, it is a smart move on behalf of Intel. Why you ask?
1. Did you forget that Intel does not want AMD to disappear?
2. Mature yields make 65nm cheaper than 45nm at least at the introduction of 45nm
3. Why invest heavily now in 45nm when there is no competition? You can make more money instead, you know!
4. Nehalem is coming! May be they can jump to Nehalem all at once!
posted by : Raa Yee, 19 December 2007

Great!

actually you are wrong... In my opinion, Intel isn't having problems with 45 nm production at all. They are still launching several 45nm models. I believe they are just pulling back on the low end so they can focus 45nm on the higher end quad products with bigger profit margins. If you only have so much capacity, and you can sell everything you make, why waste the high dollar stuff on "budget" CPU's?
posted by : TheVoice, 19 December 2007

Makes sense

Well, meroms came not too long ago, why does anybody need penryns at this time anyway? I was surprised they were thinking of launching these on January, they can milk the meroms for several more months, that's the right move to do.
posted by : aeolus, 19 December 2007

Competition is important.

I'm pretty sure this was a corporate decision but... I bet if Intel gave one act of compassion, nobody would notice it because they would be thinking its something else (like a monopoly strategy to crush the enemy).

Ecology has many similarities to economy for competition is important. In ecology, survival depends on the competition between prey and predator. For if the competition is lost, in economy, it doesn't bold well for everyone affected.
posted by : The Dude, 19 December 2007

ROFLcopter

Intel is catching its breath, keeping prices up; AMD is trying to keep its head above water if not already holding its breath. Why would Intel stop, and be "AMD's biggest fan"?

When AMD runs out of ideas, Intel does too, see something here? Intel took AMD's on die memory controller and used it, much like us humans finding a UFO... We have it but how can we make it fly?

All in All...
Intel has the technology to stomp AMD and take the market, but its waiting for AMD to find another tech.

But I would love to see Penryn at half the price as the new Phenom, and then I would have to be an Intel man for awhile.

Cheers!
posted by : P!NG, 19 December 2007

Who cares about customers?

Customers would be happy to buy cheaper, faster, more efficient 45 nm CPUs. However, Intel won't bother to sell them because those customers can't get what they want from AMD. Keep this in mind the next time a company claims it responds to consumer demand; companies only respond to competition.
posted by : jimsum, 19 December 2007

Just as we thought

It was true whan we said that we need a strong AMD to pressure in competition of products, if no competition intel will hold back, delaying and giving poor news to the market.

I was hoping those Quads, the resselling is going down when people know that they might want to wait until cheap 45nm Quads, they wanted to wait until January, but since we are practically in Janyary it's too easy to want to wait another 2 months, what's 2 months if you waited 2 months since october for those? Only 2 months more, bah we'll wait. Sales down lol

Regards
posted by : Joaquim, 19 December 2007

Digitimes?

Look where the report is coming from after all!
One of the least reliable sites around.
posted by : Melgross, 19 December 2007

hmm, do they know something we don't

Hmm,do they know something we don't. Are they anticipating AMD's demise.

AMD get your act together, us anti-monopoly folks are routing for you.
posted by : jweller, 19 December 2007

Publicity

So when AMD releases their 65nm quads properly. Intel rushes off to the press and says nah nah nah we have 45nm quads nah nah nah with some PR rabbit sticking their tongue out. It will also mean that AMD's stunt will be significantly quieter. Better for Intel in the long term.
posted by : Liam, 19 December 2007

Stock

One thing is certain, Intel will be able to clear out any excess stock at full price, rather than having to reduce it... so it increases their profit
posted by : Chris, 19 December 2007

Eh... I expected this to happen

I believe that the real reason is letting AMD to catch a breath (or four).

You see, in boxing, it is not the same whether you knock your oponent out or kill him. One of those two outcomes bears legal consequences. Go figure.
posted by : Nick, 19 December 2007

Well...

It's probably a combination of Intel not being quite ready, and a Intel's need of a competitor. Yes, there are other x86 suppliers than just AMD and Intel, but an Intel only world would be a obvious target for breaking it up into more than one company.
posted by : Donutey, 19 December 2007

Not enough Fabs

You seem to miss that Intel doesnt have enough 45nm fabs and still has a lot of 65nm fabs.

So how can you meet the huge demand for 45nm with such little output?

Then if you still release 45nm what would you do withthe 65nm fabs? right Chipsets probably but still not enough to fill all the demand. Also who would buy 65nm if it is slower, hotter and more expensive?

45nm gives a huge cost advantage you could get 40% more chips per waffer, so even if yields arent that great is a good move.

Regards
posted by : Metro, 19 December 2007

Inventories?

I wonder what Intel's 65nm inventories are looking like. Just how many Conroes and Kentsfields do they have laying around anyway? Being a monopolist is bad, but stockholders are people, too...and obliterating billions in profit by blasting the value of their stock of 65nm processors seems a bit silly on their part. As long as they keep innovating I don't care about small delays. The worst thing would be government regulators stepping in and stomping on Intel patents like they do with the big pharmaceutical companies. The result there was that the big drug companies stopped bothering with anything other than blockbuster drugs, and instead just spent a lot more money on advertising.
posted by : Spiffy Raccoon!, 20 December 2007

intel manufacturing

Intel doesnt have manufacturing capacity to support all the 45nm products. they would like to use those for better purpose. Not all the fabs are converted to 45nM and to do that it takes way more than what yore think.
posted by : Ana, 20 December 2007

Same ol' game

How would anyone quickly make assumptions on markets they don't understand...kedas? 45nm isn't about profit. More can be grown on a disc, but that also means more can die on the disc and end up in a blue trash bin. It's about progress in technology.

You can't "tweak" products ready to market. They're fused, permanent, and done...forever. The only thing you can do after that point is update the microcode. So if they had "problems", and no one thinks that but Kedas, then they're starting from scratch? That would take months on end to do, and throw everything in the trash. That doesn't make money.

What does, is not revealing your cards before the flop if you don't have to. Poker players don't sit there and tell each other what they have. That would not make sense. So comment what you know about, and not something that only makes sense to you.

Intel was in the gutter before. AMD is there now. It's cyclical. No one is dying or going away. It's neither a monopoly or a company killer. It's just what outsiders quickly assume is happening. Even though they've never even been in a fab's parking lot...

What AMD has to do is stop talking and do it. They've gotten lucky before that what they said just happened. It doesn't work forever. In the end, the bluff is called.
posted by : Chumly, 20 December 2007

Intel can't keep Harpertowns instock

Intel can't keep Harpertowns instock.
I think there are alot of people that buy 2 for 8 core systems. Intel wants to destroy amd in the sever market.
posted by : Skarda, 20 December 2007

Goliath needs a David

Intel still needs Amd around so they aren't faced with million dallor lawsuits for monopoly practices that Microsoft already faces. They'll keep Amd around as their unofficial celeron. Look Amd is now carried by even Dell... I think there is some kind of collaberation going on here so the two companies won't kill eachother with price wars.
posted by : Richie, 20 December 2007

Goliath needs a David

Intel still needs Amd around so they aren't faced with million dallor lawsuits for monopoly practices that Microsoft already faces. They'll keep Amd around as their unofficial celeron. Look Amd is now carried by even Dell... I think there is some kind of collaberation going on here so the two companies won't kill eachother with price wars.
posted by : Richie, 20 December 2007

breather?

it's not about intel giving AMD a breather.
they're already better, and by releasing penryn, they'd only be competing against themselves
posted by : SyXbiT, 20 December 2007

Idiot...

"Fruits of monopoly has been served in advance.
Thats all to Intel fanboys."

Intel fanboys have nothing to do with it. If AMD introduced a compelling product at a competitive price, Intel wouldn't be in such a 'strong' position.

It's AMD's fault for not executing.
posted by : anonymous, 20 December 2007

Monopoly Laws

Basically, Intel is waiting to produce the 45nm because if they get too far ahead of AMD then they will be fined buttloads of money for having a monopoly by the US government.
posted by : Pharaoh, 20 December 2007

Inqtel

You guys sold out to Intel.

Were the tables turned, and you were reporting on AMD stating this, you'd be megasuspicious, offer us conjured up and rancidly negative REAL reasons for the delay, refer to AMD as DAAMIT, etc. etc. etc.

But no, INTEL speaks, so we get a tiny little article sans knives, hatchets, ulterior reasons, and references to "Satan Clara."

Check out the last eight months or more and count how many times you refer to AMD as DAAMIT and how many times you refer to Intel as "Satan Clara."

Shurely shome mishtake
?
Not with the constant Intel fanchoir duo:
Nobrosavic and Theo, and nameless bastiches
Wiley Ferret and "Inq(tel)uirer Newsdesk."

What the hell happened to Mario Rodriguez?!?
TOO AMD'ish I suspect.
How soon before you go about axing Charlie, eh?

Plainly, you sold out, meboys.

So sad. I never thought it could happen to Mageek. Never. Ever.

The Inq used to be so much better than this...wield the hatchet equally, but only when it was needed. No more, since Inqtel became part of your masthead. Now we're treated to continuous, unending DAMMIT/AMD hatchet articles and soothing bullshit Intel press releases.

Good show, wot?

I think it's time for me to take a good look at "that other place."
p.s. Mageek, how could you? Say it ain't so, Mike, say it ain't so.
posted by : Oh Sure, 20 December 2007

Smart move

Keep your friends close, and your enemies even closer... Maybe Intel wants a relatively weak competitor to survive, so they can say that the market is not a monopoly.

Strategy may be to let them live, but not grow beyond a certain market share.
posted by : Marcel, 20 December 2007

Another angle

One other angle to consider reading this statement, is that if Intel where to release the new QC in 45nm, and they 'are' trully much better (price/performance/yield) than the upcoming AMD processors, wouldn't that put a final nail in AMD's coffin. We could then be in a situation where AMD could 'disappear/fallback' and we would be in a trully monopolistic situation.

posted by : Erik, 20 December 2007

udu

45nm are cheaper to make but, what if you have 65nm parts.
You sell all your old inventory first and then start selling new chips.
posted by : sfdaf, 20 December 2007

Intel...

I have always bought Intel chips and chipsets, so technically you could call me an Intel fanboy...

But the blame should lie with AMD - AMD got it's golden chance to catch up with Intel and they screwed up. All that hype and wait came to naught. So very anti-climatic.

I wanted AMD to succeed too... because that would mean chaper Intel stuff from price slashes. Ditto for the ATI vs NVIDIA - when there's real competition, we the buyers benefit.

P.S: Seems like nothing good came out of the ATI-AMD merger. DAAMIT indeed.
posted by : Josh, 20 December 2007

Breather?

They are not giving them a breather. They are just milking the the current ones they have in production.
If they were to make a switch they would have to first dedicate much of the Fabrication process to he new core, costing time and money.
Then they would have to lower the price of the current chips still in production, and waiting to be sold. And they haven't stopped producing these 4 moth old chips, so they would just be losing easy money.
If it wasn't for AMD waking the giant a few years back with the revolutionary AMD64 bit architecture. We would all be using 4Ghz Pentium 4's.
Believe it.
posted by : Steve, 20 December 2007

it will backfire

People will wait for the 45 nm, not buy the 65 nm instead. Marketing has done its job.
posted by : momo, 07 January 2008
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