
Originally Posted by
vitaminc
1. TSMC process technology is way ahead of AMD, launches faster and matures earlier. And, TSMC will not upgrade their tools for AMD specifically as AMD's volume is fairly small compare to other semiconductor giants such as Texas Instruments and Qualcomm.
2. AMD could make more as TSMC's quality control is top notch vs. big variances at AMD's own fab.
3. Mounting/stacking SOI and CMOS die isn't as easy a task as you would imagine.
Size does matter in the manufacturing business, and the only guys that could afford to charge forward and lead in manufacturing technologies are Intel, Samsung and TSMC. IBM/Hitachi could have patents but that's only paperwork. AMD? Nowhere on the map.
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