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Technology Stocks : Applied Materials No-Politics Thread (AMAT)
AMAT 249.89+3.1%Nov 26 3:59 PM EST
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To: Cary Salsberg who wrote (24864)1/19/2011 11:27:17 AM
From: cluka  Read Replies (2) of 25522
 
Cary,

Intel itself said that for mobile processors (small die) they don't need 22 nm. The only reason for smaller geometries is to integrate more functionality on a single chip.

How many layers at 22nm? What the benefit if you can integrate 2 chips in 1? Why would that increase capital intensity even if you need to do few layers with 2x exposure/etch.
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