Caporegime
- Joined
- 18 Oct 2002
- Posts
- 33,188
Indeed!
And the server parts don't have to have as high clock speeds so it was easer to produce them.
This is true in a sense, but using a fact to prove a false point. Server parts aren't easier to produce due to lower clock speeds, they have lower clockspeeds largely to hit the TDP's they need, IE stick 2 octo cores together with 4.2Ghz turbo and you'll blow any tdp budget you want, also they are targeting cloud servers and all kinds of servers which generally prefer threads over clockspeed.
They are the same chips, they need to hit a certain TDP points to enable them to produce a lower tdp at the lower clock speed.
Theres also the little fact that, if you can produce however much you want, and pretty much match demand easily, then you aren't loosing money, when you've got limited supply, server chips sell for a crapload more, and OEM server builders, in terms of revenue, are the guys to get your product to first and with as many chips as they can use.
IE one chip for £2000, or 20 chips for £100, when you have limited chips, £2000 a chip is the very very easy choice. Cray in particular are already advertising and planning to upgrade lots of computers with Bulldozers, with a few supercomputers basically just waiting on the chips.
Long term server market share gain will revenue wise, be worth billions more than desktop market share gain so again thats the people to sell too first.
One of the best things AMD have coming, is Glofo having other fabs up and running, if right now today they had Malta up and running, they could have quite easily adding some further capacity at Malta, which would help AMD out on capacity no end. The reason I don't know about 32nm at Malta is, if they were up and running a year ago, it would be a no brainer, being done halfway through next year, 32nm isn't necessarily the right move, and getting to 28/22nm soi is the smarter move.