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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 203.14-0.8%Jan 9 9:30 AM EST
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To: romus who wrote (237169)7/26/2007 10:48:46 AM
From: wbmwRead Replies (2) of 275872
 
Re: TSMC will manufacture processors for the unnamed customer in 2008 ... TSMC is investing heavily in high-K metal gate technology for the customer. "We are putting in technology for them," he said.

You don't just decide to put in HK/MG and rev the process in a year. These are the most fundamental change to transistor design in 40 years. If they haven't already been putting in years worth of research, then they are already years behind everyone else in getting this technology to market.
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