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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 230.93-2.8%3:07 PM EST
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To: dougSF30 who wrote (228915)3/25/2007 8:10:23 PM
From: neolibRead Replies (2) of 275872
 
It does sorta look like that at the moment, doesn't it? :)

I doubt it. I suspect Intel's manufacturing is just better than AMD's, not that AMD's design is less manufacturable. Now true, AMD's design is less manufacturable on AMD's process than Intel's design is on Intel's process, and one is justified in saying that is what counts. But it is useful to isolate the problem IMO.

BTW, one of the biggest failures in American corporate history is that Intel decided not to pioneer and own the IC foundry business given their process prowess. Of course, the same might have been said for IBM as well at one point.

There is another issue that does not get a lot of discussion which is SOI vs non-SOI. Clearly Intel has chosen to continue avoiding it, while AMD is wedded. It is possible that some of AMD's 65nm problems are related to SOI design or process issues, which Intel does not have. At any rate, I'd say AMD's 65nm SOI process is a more complex one than Intel's non-SOI 65nm process.
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