Rumor: AMD may remain at low-point until launch of AM2+ and K8L in 3Q
With AMD reporting huge losses for the fourth quarter of 2006, motherboard makers in Taiwan say the US chipmaker has plunged to its lowest point, and may not regain its competitive edge until the launch of the Socket AM2+ platform and K8L architecture based CPUs in the third quarter 2007.
The motherboard makers noted that according to AMD’s planning, no major 64-bit dual-core processors will be unveiled in the first half of 2007. Processors based on AMD’s new K8L architecture, which are currently known by the codenames Agena FX (quad-core), Agena (high-end dual-core), and Kuma (mid-range dual-core), will not hit the market until the third quarter 2007, the makers pointed out. AMD will also have to worry about capacity shortages, the makers said. Dell’s adoption of AMD processors in the fourth quarter of 2006 has triggered a serious shortage in AMD processors, and has seen some of the chipmaker’s partners, such as Micro-Star International (MSI), raising their proportion of Intel-based products, the makers said.
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