Advanced Micro Devices - Moderated (AMD) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 206.11

-7.8%

3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: kapkan4u who wrote (37722)	4/28/2001 4:47:36 PM
From: combjelly	Read Replies (1) of 275872

" Looks like Intel's 130nm ramp is in serious trouble." 130nm seems to be a tough nut to crack. Arguably Intel needs it more than AMD, if a Tbird can reach 1.4GHz, I would guess a Palomino will be able to get within spitting distance of 2GHz, say 1.7GHz or better? Both AMD and Intel have pretty aggressive 180nm processes, AMD has a Leff of at least 90nm and I would guess Intel is somewhere around the same. TSMC and UMC have a Leff of around 100nm for their 130nm processes, so Intel and AMD are trying to do something a whole lot harder. From where I sit, it looks like Intel is in more trouble than AMD at this juncture, that delay in the 193nm tooling has got to hurt...

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next