Industry Update - Q4-2004: AMD adds SSE3 Support, Intel's 925/915 not selling and moreby Anand Lal Shimpi on November 3, 2004 1:00 AM EST
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Every year I make at least one trip to Taipei, Taiwan, usually for the annual Computex show. The flight itself is usually grueling, traveling from the East Coast you're generally in the air for around 20 hours. Then there's getting used to the time difference, which is a full 12 hours from EST. But it's all worth it, because a trip to Taipei is like a hardware-guy's dreamland. Tons of manufacturers spread out all over the northern tip of the island all working on bringing the latest technology and performance to your PCs. It's through these manufacturers that you can get a very interesting perspective on the industry as well as get a good idea for the truth behind a lot of the issues we see.
The Taiwanese motherboard manufacturers are the first hand recipients of roadmaps and future product information from companies like AMD, Intel, ATI and NVIDIA. The manufacturers are also privy to information that usually doesn't flow through a PR group before reaching them, so tapping our sources in Taiwan often gives us a much more honest (and bleak) view of the PC industry as a whole.
The other type of information we get from Taiwan is good updates on what types of products are actually selling. It's one thing to hear AMD and Intel talk about market share, but when the motherboard manufacturers tell us that a product isn't shipping, we usually know the truth.
I met with manufacturers for three days straight, usually from 8AM until as late as 11PM every night. And while I'm not able to share all of the information discussed in the meetings, I'll do my best to put forth a summary of some of the hot topics we talked about. But before I get to what the motherboard manufacturers told me, I'd like to touch on some of the questions they had for me and thus, for all of you. Just as we are at the mercy of the PR teams at AMD, Intel, ATI and NVIDIA, the motherboard manufacturers are at the mercy of the same folks when it comes to understanding what you all, the end users want.
The biggest question I was asked in Taiwan was about why I felt the 915 chipset wasn't selling well. I'll touch on this more in the chipset section of this article, but with Taiwan coming to us for answers you get an impression of the current situation.
The next question, or worry, on the minds of the manufacturers in Taiwan is the future of dual core technology on the desktop. This is another issue that I'll discuss later in the article, but you can understand the sense of caution if dual core is the number two question on their list.
A surprisingly popular question also revolved around ATI's upcoming chipsets. Next week we'll see the launch of ATI's latest AMD and Intel chipsets, but for the first time we're seeing an unusually large amount of interest from the motherboard manufacturers. This is yet another area I'll be touching on later in the article.
There are many other interesting tidbits of information I picked up while in Taiwan, ranging from Intel's 1066MHz FSB plans to AMD's first Athlon 64 chips with SSE3 support, so without further ado, let's talk about what's going on today.