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Technology Stocks : Intel Corporation (INTC)

INTC 47.29

+7.3%

Jan 13 3:59 PM EST

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To: Sarmad Y. Hermiz who wrote (183909)	3/31/2006 1:50:52 AM
From: etchmeister	Read Replies (2) of 186894

And by implication and explication are certain that the building of new fabs is just the latest insanity on Intel's part. One way to manage capacity constraints would be to use foundry capacity - afterall somebody has to manufacture the ICs and that's why AMD turned towards CHRT because they do not have the capacity (though some AMD posters bitch about Intel having capacity or expanding capacity). AMD did this before with UMC and it failed miserably but everybody learns from errors made in the past. just a couple days ago I was wondering how the CHRT/AMD is worrking out - CHRT reafirmed guidance but its peers TSMC and UMC are doing well as well and I could not find data what CHRT contribution is with respect to CPU. perhaps I overlooked by just glancing but I could not find anything at all about CHRT : chipstockblog.com Very hard for me to believe CHRT will be qualified for 65 nm prior to AMD's fab; actually that would be quite embarassing From: AMD100x100 3/30/2006 10:43:50 AM Read Replies (4) of 191431 AMD headed for early 65 nano Chartered rollout June is bursting out all over By INQUIRER staff: Thursday 30 March 2006, 16:22 THE DEAL between Advanced Micro Devices (AMD) and Singapore foundry Chartered Semi is set to bear fruit in June, according to a report in Fabtech. Chartered will act as a second source for 65 nanometre AMD CPUs, but as Fabtech points out, the deal has been brought forward. There's a sound business reason for that. AMD cannot supply all the processors it would like to - indeed we understand a chunk of its Opteron chips have been on allocation for some months now. theinquirer.net/?article=30662 No wonder AMD stock is tanking! :) The first 65nm device available on the market reduces system form factor and offers increased operating speed. Intel's first 65nm mobile dual core processor. This device exceeds the expectations set out in the ITRS roadmap. By reaching a smaller process node and using a dual core approach, Intel is able to produce cost effective processors for the market. Traditional transistor scaling technology follows the convention of smaller is better. TEM and SEM analysis of Intel’s 65nm Pentium D 920 dual-core processor has revealed an innovative and radical shift in Intel’s approach that shifts the focus from scaling physical dimensions towards increasing channel strain and enhancing carrier mobilities. This innovation avoids the leakage and reliability challenges involved with scaling down the gate oxide thickness or with introducing a new class of materials into the dielectric. This is the promise of strain engineering, and it is clear that strain technology is delivering on its promise at Intel. semiconductor.com

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