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AMD in trouble; CH and Barton Delayed

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  • AMD
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September 13, 2002 2:09:12 PM

I've already commented in other threads that speculated Barton chips weren't coming until around thanksgiving, not October like AMD wanted us to believe. According to more information from a number of sources, the Inquirer and cnet wrote that clawhammer will be delayed until Q1 or even Q2, and the barton might not make it out until January.

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<i>AMD REPRESENTATIVES said late yesterday that the Clawhammer processor won't be delivered until Q1 of next year and may slip into the second quarter.
That's what we wrote at Computex in June, based on third party info from the chipset manufacturers.

But Barton, its new core for its Athlon XP won't ship until Q1 of next year - that's news, and we think we know where to point the finger of blame.

While TSMC had problems with .13 micron technology that we now believe are solved, UMC was intended to be the .13 micron engine for Barton and yields are still miserable. Volume from UMC won't come until January, at the earliest, and AMD is still struggling away to lay out its Dresden fab for the Hammer family.

According to US reports, Clawhammer may not be ready until Q2 of next year. Optimistic AMD executives said at Computex this year that there would be machines on sale during the last quarter of this year, but Taiwanese third parties told us then that Q1 was the likely date for the introduction of the 64-bit microprocessor.

In fact, we saw slides from two of the chipset companies supporting Hammer which strongly suggested Q1 of next year was the likely date for release of the chip.

Although AMD appears not to have given a reason for the delay, it appears there might be some life left in the Athlon XP family.

The reports said that AMD is still confident about its Hammer roadmaps and that the Opteron is still on target for the first half of next year. Source: INQ</i>
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This article from cnet gives even more info. <A HREF="http:// http://news.com.com/2100-1001-957757.html?tag=fd_top " target="_new">http:// http://news.com.com/2100-1001-957757.html?tag=fd_top </A>

More about : amd trouble barton delayed

September 13, 2002 2:21:46 PM

Seems fairly obvious to me considering they have yet to release the 2400+ and 2600+ to the market.

Is there some kind of rule as to how long you can paper release a product before it hits the market?

I kinda want to release anti-gravity boots and if given enough time I'm sure one of my descendents will finally be able to figure it out so that they hit the market.

<font color=red>I'd like to dedicate this post to all my friends, family, and fans. Without them this post would never have been possible. Thank you!</font color=red>
September 15, 2002 3:37:39 PM

<font color=blue>Some more information dealing with this topic. It seems on 9/12/02, only days ago, AMD revised their roadmaps putting Barton and CH a quarter behind their tentative launch dates. The reason AMD gives for the delay of Barton, is BS, IMO. It seems CH won't roll out until late Q1 or Q2 of 2003. Knowing AMD, late Q2. Last note, it appears the name of CH may be "Athlon XP w/ Hammer technology"?</font color=blue>

<b><i>Read for yourself:</b>

AMD appears to have chosen the last day of Intel's Developer Forum to push out what some have termed the company's "Intel-killer", the Clawhammer processor,as well as its upcoming "Barton" core.

According to AMD's latest processor roadmap, both the Barton and the desktop version of the Hammer chip—known as "Clawhammer"-- have been pushed out by about a quarter. The date of AMD's updated roadmap, embedded within the graphic, is Sept.12, 2002.

In an email to ExtremeTech, an AMD spokeswoman said that the changes to both the Barton roadmap and the alterations to the Clawhammer table were unrelated.

The AMD spokeswoman said that the Barton chips were delayed to allow AMD to introduce a version of the Athlon XP with a 333-MHz front-side bus, rather than the 266-MHz bus used by the current Athlon processors. AMD's Clawhammer was pushed out for what she called normal scheduling reasons.

Clawhammer will be released to manufacturers during the first quarter of 2003, with systems due to ship during the second quarter of 2003, according to the updated roadmap; the spokeswoman said that Clawhammer shipments could still occur late in the first quarter of 2003. Previously, AMD has said that Clawhammer would "be available" in the fourth quarter of 2002. AMD has recently begun to call Clawhammer an "Athlon XP with Hammer technology".

"Microprocessor design and delivery is a very complex process, and this schedule update (Hammer) does not reflect any significant issues with the product," the AMD spokeswoman said. "It is simply an update on the current desktop schedule."

From a business standpoint, the Clawhammer delays shouldn't have a significant effect on the company. The Clawhammer, designed for high-end PCs and workstations, represented a new market. "It would be different if a version of the product was shipping now," said Dean McCarron, an analyst with Mercury Research.

Instead, the delay will push AMD's efforts out, increasing the pressure to perform against Intel. The pushout will allow Intel to ratchet up clock speed a few more speed grades before the rollout, McCarron said.

"I guess there's an argument to be made that if they were able to come out with Hammer, they'd have to (begin winding down) their existing product line," McCarron said. "That's the most positive spin. But one has to imaginge there are other things going on."

In a research note published Friday, analyst Hans Mosesmann of Prudential Securities, San Francisco, said that "fully functional revision B silicon has started production in small volumes," with actual chip availability due 12 to 13 weeks after that. McCarron noted that fully functional Hammer silicon has been on display at trade shows and other conventions for about six months.

"Depending on revision outcome regarding various tweaks, Hammer may indeed start ramping at the end of this year, which had been AMD's internal goals," Mosesmann wrote. "If it does not reach its internal goals (50%-50%), Hammer is on-track for early '03 ramp with system availability in the March-April timeframe, which has been our expectation all along." Mosesmann has a "buy" rating on AMD's stock.

Barton, a desktop and mobile version of the Athlon XP with 512 Kbytes of level-2 cache, also appears to have been pushed out by a quarter, until the fourth quarter of 2002. AMD's previous roadmap showed the Barton being introduced sometime in the second half of 2002. map indicates when Barton will first sample. "Due to the performance gains from the 333MHz FSB enhancement, desktop AMD Athlon XP processors based on the processor core codenamed "Barton" are now planned to be available 1Q03 for both desktop and mobile," the AMD spokeswoman said.

AMD's Opteron processor, the version of the Hammer for servers, seems unaffected by the delays. It is still scheduled to be released in the first half of 2003, according to the AMD roadmap.

SOURCE: <A HREF="http://www.extremetech.com/article2/0,3973,532400,00.as..." target="_new">http://www.extremetech.com/article2/0,3973,532400,00.as...;/A>



<P ID="edit"><FONT SIZE=-1><EM>Edited by nja469 on 09/15/02 11:38 AM.</EM></FONT></P>
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September 15, 2002 6:34:29 PM

will the 333 fsb really help? tom's seems to think that the gain is very slight. what do you guys think?

*** :cool: Duff Man says a lot of things, OH YEAH!!! :cool: ***
September 15, 2002 6:55:33 PM

There is already a thread about this exact same thing. "AMD Delays" has been made a few days ago, there is no need for another thread like this.

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<font color=green>All good things must come to an end … so they can be replaced by better things! :wink: </font color=green>
September 15, 2002 7:43:14 PM

Well, this thread was made days ago as well, and your post has no relavance and was pointless. After searching, I found that thread and I didn't know it existed. Also, it was started only a day before this one and furthermore, I'm quoting media sources not offering speculation; very different approaches and discussion.
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