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Technology Stocks : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?

To: eracer who wrote (198188)	5/20/2006 11:39:39 PM
From: firthoffourth	Read Replies (1) \| Respond to of 275872

That makes sense given what Theo wrote about a few days ago (athlon x2 clocking much higher than it currently does).

To: eracer who wrote (198188)	5/21/2006 8:15:38 AM
From: j3pflynn	Respond to of 275872

eracer - That's the one, thanks. Memory's getting weak!

To: eracer who wrote (198188)	5/22/2006 5:33:24 AM
From: Rink	Read Replies (1) \| Respond to of 275872

The status on 45-nm and beyond is the focus of an IBM-AMD Joint Development Alliance (JDA). JDA (East Fishkill, N.Y.) is working on basic R&D for new technology, but AMD Dresden claims to be heavily involved in research. ... Asked if AMD is moving toward 193-nm immersion lithography with a 45-nm process, Deppe noted that this is a hot topic in regular review meetings with JDA. "Yes, we are preparing ourselves to use and apply the wet technology at any point, when needed," said Deppe. He added that AMD Dresden will be ready for it in the second half of 2007. Similarly, AMD is preparing to use high-k dielectrics for gate stacks at 45-nm, according to Deppe. He declined to offer a target date. ________________ I think the above is relevant in that: - Fab 36 is involved in research - AMD is preparing for immersion lithography and high-k (but probably won't use high-k at the start, and maybe not immersion either). The amount of shifts in process designs for 45nm is imo quite high. Intel targetted high-k, but back tracked very last moment. AMD targetted immersion but still doesn't eliminate not using it, or otoh possibly even using high-k still. I'm glad Intel back tracked on high-k (just to eliminate a possible differentiating factor for long term investment). Regards, Rink