Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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

To: Sarmad Y. Hermiz who wrote (183948)	4/2/2006 2:21:24 PM
From: Dan3	Read Replies (1) \| Respond to of 186894

Re: 65 nm just does not achieve same speed bins as 90 nm 65nm is expected to include the addition of aggressive point stress through the use of SiGe. Performance increases of 20% to 40% are expected (but might take a couple years to achieve for a volume production process). Intel started using SiGe at 90nm, so they may have already seen some of the SiGe benefits. AMD is going to "retrofit" SiGe to their 90nm process as well as implementing it aggressively at 65nm. Maybe AMD's faster 90nm parts coming out this month are because AMD started using SiGe (as Intel has been doing). SiGe is supposed to be harder to yield well, and AMD's yields seem to have been better than Intel's while Intel was using SiGe and AMD was not, so AMD's yield advantage could be going away - which may be another reason why they want to bring so much additional capacity on line (1/2 of FAB 7 is nearly the same size as all of FAB 36 - AMD is increasing their capacity by a factor of 4 to 5 over the next 18 months, and they have 20+ percent of the market now. Make of that what you will. Here's another take: Message 22318061