Seeing as people seem to have memory like goldfish on here. One point to remind you all of:
Zambezi shipped for revenue at the end of July. Interlagos shipped for revenue at the end of August.
It looks like Interlagos will reach market first.
Obvious conclusion: AMD are stockpiling the desktop Zambezi to have sufficient supply at launch. If final silicon has been rolling off the production line for roughly a month, it is clearly total ******** that 'performance problems' or 'respins' are the reason for any further 'delays'. As I've stated many times, AMD are severely supply constrained at 32nm until the fab in Malta (New York) comes on line in the middle of next year.
Yup, pretty much works like this, if you expect 100k chips a month, and you want 300k for launch with 100k coming every month, you only wait 3 months.
If due to yields you're only getting 50k a month, to hit 300k, you need 6 months, and because you want sustained supply afterwards, you wait an extra couple months so you instead have 400k, 300 for launch, and 50k to supplement the supply over the next couple months and hope that by then yields are improving.
The numbers are off, don't go reading that I'm saying a 6 month delay, its just an example of how less chips than you want extends times a lot.
From Charlie, GF32nm is having issues with yields, which is unsurprising, yields aren't shocking, but they aren't good enough, its still relatively new, and the full capacity of Dresden won't be 32nm yet. That will help, Malta won't necessarily help, its a bit unclear if they are planning any 32nm soi there, they seemingly might have a previously unknown 28nm soi with probably some incorporated tweaks they learnt from 32nm that might not be (completely)fixable without retooling, which 28nm soi would give them the chance to do.
Once Dresden is fully switched over to 32nm, and Llano demand dies down slightly, Bulldozer production will increase a lot. With rumours of a better stepping with some improved performance(its unclear if this is more of a bug fix, or just something they've worked out that will improve performance without really being a redesign), they might be focusing more on Llano output and limiting bulldozer wafers, but then with yields not quite where they expected, getting the supply they need prelaunch has delayed things slightly.
Too late for me unfortunately, this machine is falling apart and I have to get a new one now that I have time to build it, once I get busy again it'll be too late.
