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Technology Stocks : Intel Corporation (INTC)

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To: etchmeister who wrote (183959)	4/3/2006 6:10:59 AM
From: Dan3	Read Replies (3) of 186894

Re: CHRT toolset is different from AMD; therefore transfering a (65nm)process is far more risky compared to owning capacity and doing a "copy exactly" a la Intel. It's the same ISTA toolset, but AMD uses automated process controls and not "copy exactly." Intel is supposed to have moved away from "copy exactly" as well. Amazing how CHRT is now ready for 65nm while AMD is still struggling - the technology transfer should come from AMD to CHRT Chartered is almost certainly going to be running 90nm at first, just like FAB 36 is. They may be using a 65nm qualified toolset, but the parts will be 90nm (for whatever such labels are worth, these days). AMD has said that it no longer does a "big bang" transition every 18 to 24 months. Instead they incrementally improve their process about once per quarter. From time to time the changes are consolidated into a smaller die and a new node is announced, but the consolidation seems to "use" a quarter and the first chips on the new "node" are no faster than the old chips since they're using transistors, etc. that were already proven on the last stepping.

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