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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 216.10+6.1%3:29 PM EST
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To: brushwud who wrote (201009)6/8/2006 12:52:33 AM
From: cruzbayRead Replies (2) of 275872
 
"Process transitions are still happening about every two years as they have for fifty years according to Moore's Law."

They are going to slow down in a few years. Immersion 193 will be there for the 45 nm node, and will probably work for the 32 nm node, in 2010-2012. 22nn looks very iffy for 193 nm immersion, even with double exposure. 157 nm was killed and is unlikely to reawaken. The most recent thinking on 22 nm is EUV, on or after 2015, assuming that EUV ever gets off the ground. That remains an open debate; it still has a lot of potentially serious and unaddressed gotchas. Intel has historically counted on outspending everyone in the race to the next node, but that strategy is beginning to run out of steam.
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