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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 250.10-3.7%Nov 4 3:59 PM EST
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To: pgerassi who wrote (229914)4/14/2007 1:40:37 PM
From: nuclearRead Replies (2) of 275872
 
"AMD will still be 100% 45nm before Intel is."

AMD have been spewing this bull forever.

The first guy to next generation process have a huge advantage in terms of performance, power (before the leakage thing at 90nm) This is provided the initial lower yield are not so bad that it offset the high ASP of premium SKU.

Is there any technological reason intel cannot convert 100% its uP fabs to next generation before AMD? NO Does intel not have the money to do it? NO

Intel have many fabs. It only need to convert the fabs as required to match demand. The older fabs continue to produce Celeron, and lower speed SKU.

AMD have fewer fabs. When the equipment is upgraded/replaced to be capable of next generation process and yields/cost have reached crossover point, would it make sense to produce 90nm chips when equipment is capable of 65nm.

So AMD 100% conversion to next generation process ahead of intel is forced upon AMD due to its limited flexibility with fabs.

Fab 30 need to be regularly updated with new equipment to handle processes required uP. intel could extend usage of depreciated fabs by using it to produce chipsets, embedded uP, etc.

Unfortunately for AMD, GPU needs leading edge processes as well.
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