Dean Ken van Real World Technologies heeft weer een _errug_ interessante industry update gepost, met informatie over de huidige gang van zaken op de chipset, processor en geheugen markt. Erg actueel is op dit moment natuurlijk de schaarste van Intel processors. Een direkte verklaring heeft Dean niet, afgezien van de opmerking dat het spooky is:
Does this mean that Intel has 'stumbled' and that they will soon fall from grace? Well, don't count on it. There could be several reasons why this situation exists, one of which is a possible internal shift in focus. Given the gains that VIA and AMD have made over the past 6 months, it is not unthinkable that Intel may be bringing out a future processor earlier than expected, and had to give up some fab space to do it. One rumored scenario has a loyal Intel partner receiving such a part in the not too distant future on an exclusive basis to accomplish three goals: regain the focus in the market, reward the loyal customer and punish the wayward ones… [break] Verder een interessante opmerking over AMD's Fab30 in Dresden. Deze is al operationeel sinds oktober, toch rollen er geen produkten uit: [/break] One area that has caused some concern amongst AMD advocates (and allowed Intel advocates some 'needling' material) is the fact that Dresden is still not shipping product, despite being 'operational' since October. Actually, AMD has been claiming a Q2 '00 shipment schedule from the beginning. Personally, I think they are sandbagging. After all, if the slowest part is a speculated 1GHz+, what reason would they have to ship parts only to have them run at a 'measly' 800MHz? There is also no immediate danger of them becoming obsolete, since they are already ahead of the curve and last quarters profits have given AMD a little more margin of safety. But then, I could be completely wrong… [break] Dresden ligt vol met 1GHz Athlons? Tenslotte nog wat info over de KX133 chipset. Mobofabrikanten wederom onder druk gezet door Intel: [/break] While the KX-133 chipset has been available for over a month, Intel is still apparently applying pressure to motherboard manufacturers, causing at least one to produce a model under a fake manufacturer name (name withheld to protect the marketplace). There are several manufacturers who have released product in Asia, but it seems that they are extremely rare in the U.S. marketplace. One vendor reported to us that Epox should be making their KX-133 board available very soon, but most seem to be targeting late February or March. This would make sense, since AMD has yet to begin shipments of Athlons from their Dresden fab (Fab 30), so supplies are still not sufficient for motherboard manufacturers to begin flooding the market with product.
Erg interessant allemaal en zeker de moeite waard om door te lezen.
[Update] Voor nog een summary van de maand januari ga even langs bij onze vrienden van iXBT Hardware, waar zijn hun Monthly Hardware Overview af hebben! (Robin)
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