SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 237.62+3.8%Nov 6 3:59 PM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: tpcong who wrote (243069)10/31/2007 9:38:22 AM
From: smooth2oRead Replies (1) of 275872
 
re: IMO Intel will have a hard time competing with AMD at the same process node especially with the challenges they face with this new arc.

Except for one thing. Apparently, you have not been keeping up with the reviews on power that Intel's 45nm has been producing. AMD's 45nm process is simply a shrink of their 65nm process that will not produce higher speeds or lower power (just more chips).

This, from the IEEE paper from Mark Bohr (see the Intel/SI board):

The invention of high-k plus metal gate transistors was an important breakthrough. Although we could have continued to shrink transistors to fit the dimensions needed for the 45-nm generation without this breakthrough, those transistors would not have worked much better than their predecessors, and they certainly would have expended more watts. We're confident this new transistor can be scaled further, and development is already well under way on our next-generation 32-nm transistors using an improved version of high-k plus metal gate technology. Whether this type of transistor structure will continue to scale to the next two generations—22 nm and 16 nm—is a question for the future. Will we need new materials and new structures again?

On the second point, I think you would be wrong to base any decisions on Intel not implementing a memory controller (old hat), nor their new serial links, nor a new uP architecture...

Smooth
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext