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Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: Charles Gryba who wrote (154180)	1/7/2002 4:45:45 PM
From: fingolfen	Respond to of 186894

fingolfen, if INTC is going for 90nm in 2003 and AMD is going to be out in .13 in late 2002 why doesn't AMD just go for 90nm directly? Am I missing something? I'm sure they're trying to, but they're running into the same problem everyone else has moving to the 90nm node. The gate lengths drop to 50nm (or less) at that node. No number of tricks will make 247nm lithography work at those dimensions, so 193nm is required. That means a whole new batch of steppers, tracks, and resists must be validated and ready for use in high-volume manufacturing. The industry isn't quite there yet. Of course, there are other issues at the 90nm and 65nm nodes as well. To make it this far AMD has pushed their CD's to 0.13 micron levels on their 0.18 micron process. That's the other reason they're going to have to go to SOI to see any benefit from the 0.13 micron node.

To: Charles Gryba who wrote (154180)	1/7/2002 4:55:43 PM
From: wanna_bmw	Read Replies (1) \| Respond to of 186894

Constantine, Re: "if INTC is going for 90nm in 2003 and AMD is going to be out in .13 in late 2002 why doesn't AMD just go for 90nm directly?" Probably the same reason why they don't just skip two generations, and start manufacturing at the 65nm node: they just don't have the technology, yet. And since they are so behind Intel in 130nm manufacturing, it might be even more difficult for them to catch up to Intel's schedule with 90nm. Imagine that - AMD just gets 130nm with SOI to the point where they can manufacture in high volumes, and Intel is all ready with 90nm. Being that late could be quite detrimental for them. wbmw