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ATI\'s Southern Islands tapes out Game over for Nvidia

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1#
发表于 2010-4-22 01:47 | 只看该作者 回帖奖励 |倒序浏览 |阅读模式
http://www.semiaccurate.com/2010 ... -islands-tapes-out/

ATI's Southern Islands tapes out
Game over for Nvidia
by Charlie Demerjian

April 21, 2010

Nvidia worldATI IS ON A ROLL, having taped out its next generation GPU family called Southern Islands. ATI might call it the HD6xxx series, and it could be out before Nvidia gets its GTX4xx line of GPUs fully fleshed out and to market.

The news is straightforward enough. Southern Islands (SI) taped out recently, and is now moving through TSMC. Although the schedule is very tight, if all goes really well we could see a demo or two at Computex in just over a month. This puts SI slightly behind where Evergreen was a year ago, but not by much.

Southern Islands is said to be a hybrid between the all new Northern Islands (NI) and the current HD5xxx Evergreen family. Those in the loop say that Northern Islands was meant to be on TSMC 32nm before that process was killed. Due to the ever-slipping nature of TSMC's 28nm high-K metal gate node, the SI hybrid GPU was slapped together to be fabbed on TSMC's current 40nm process.

Sources tell SemiAccurate that SI uses some of the NI uncore (unshader?), and wraps that around a mildly updated Evergreen shader. RAM is more of an open question. NI was set to use GDDR5+, but since DRAM makers might not be ready, we may end up with only GDDR5 on SI.

In any case, Nvidia has come out fighting with its GTX470 and GTX480, shipping hundreds, some say thousands, of units since ATI shipped Evergreen last September. If all goes well, and it appears to be doing just that, ATI might have Southern Islands on sale before Nvidia gets all of the GTX4xx variants out the door. The end of 2010 will see Nvidia fighting a new ATI line with a year late part that doesn't work within the promised specs, and can't be manufactured.

By the time Nvidia gets to 28nm next year, or possibly in 'GTX480' quantities this year, it is going to be fighting yet another new generation of ATI parts, Northern Islands. If the rumors are true, and the upcoming Fermi II is on TSMC's 28nm bulk process, and NI comes out on GloFo's 28nm high-K metal gate process, Nvidia won't even be in the game.

At this point, you really have to ask yourself if Nvidia will survive. Its chipset business is gone because it didn't understand Moore's law. Its GPU business is like a floating goldfish circling the drain. Its GPU compute business is wounded. And Tegra is being laughed out the door. Meanwhile, ATI is on a roll.S|A
2#
发表于 2010-4-22 01:49 | 只看该作者
唉...只知道 game over....for some one........
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3#
发表于 2010-4-22 01:54 | 只看该作者
流片一次成功的话,3个月后就是芯片量产,6个月后就是产品上市。
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4#
发表于 2010-4-22 01:54 | 只看该作者
不知这次charlie说的准不准
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头像被屏蔽
5#
发表于 2010-4-22 08:13 | 只看该作者
提示: 作者被禁止或删除 内容自动屏蔽
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6#
发表于 2010-4-22 08:16 | 只看该作者
怎么办怎么办怎么办怎么办
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7#
发表于 2010-4-22 08:20 | 只看该作者
Charlies 说HD6XXX 比GT4XX 铺完产品线都要早上市
说NV 工艺上又要落后  说NV没战斗力
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8#
发表于 2010-4-22 08:41 | 只看该作者
AMD 40nm大块头来了?
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Bohr 该用户已被删除
9#
发表于 2010-4-22 08:45 | 只看该作者
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10#
发表于 2010-4-22 08:46 | 只看该作者
希望别悲剧啊
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11#
发表于 2010-4-22 08:46 | 只看该作者
南岛是40NM工艺,有点不爽。
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12#
发表于 2010-4-22 08:46 | 只看该作者
大意是说:ATI可能在下个月的Complex就发布南岛的样卡,然后在Nv的GTX4xx家族完全量产铺货前发售新的南岛系列,即使是下一代显卡nv使用台积电的28nm bulk工艺,它的对手也将是GolobalFoundry的28nm High-K工艺,完全不占优势.
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13#
发表于 2010-4-22 09:28 | 只看该作者
很好,nv大悲剧。
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14#
发表于 2010-4-22 09:29 | 只看该作者
我想问一句,Charlie预言到现在,有哪次失败过么?
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15#
发表于 2010-4-22 09:38 | 只看该作者
对nVidia不太好的消息。AMD是否最好把产品上市日期推迟到九月以后呢?
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16#
发表于 2010-4-22 09:41 | 只看该作者
期待中ati加油
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17#
发表于 2010-4-22 09:44 | 只看该作者
看来5xxx要被自家人逼降价了。
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18#
发表于 2010-4-22 09:44 | 只看该作者
要是真的,那对现在的5870等等卡销售不是也有影响?
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19#
发表于 2010-4-22 09:48 | 只看该作者
根据Charlie Demerjian,NV的生存几率接近Zero。
E大此贴一出又将引发一场mouth gun大战,坐观。。。
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20#
发表于 2010-4-22 09:52 | 只看该作者
说fermi今年不可能出来,要推倒重来是不是此君?

又发言了?看来和AMD的利益关系非同一般啊
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