Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 243.98

+4.5%

3:59 PM EST

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To: combjelly who wrote (243146)	11/1/2007 11:25:17 AM
From: smooth2o	Read Replies (2) of 275872

AFAIK, fab equipment takes forever to get. They must have ordered it eons ago... So, you're saying something changed since this report from Oct: AMD had said that we should see 45nm chips ‘mid-year,’ which could easily have applied to the time period from June through September based on Barcelona schedules! A key aspect for AMD’s coming out with this revised 45nm schedule could be that yields have been good, prompting an earlier-than-expected launch date. AMD has one big advantage over Intel at the 45nm node, namely the ability to push out the adoption of high-k dielectrics and metal gates until the 32nm node due to the use of SOI wafers. Process tweaks will still be required especially in post-immersion litho processing. So too will strain engineering, which is still controlling gate leakage levels without the benefit of high-k. fabtech.org Smooth

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