Fabtechs take.

AMD 45nm ramp revisited
Oct 22, 2007 at 10:26 AM


News from last week’s AMD conference call that told us the company would start production of 45nm microprocessors in the first half of 2008 shouldn’t be looked at from the point of view of ‘volume production.’ The message that should be taken from the news is that at some time in the first six months of next year, AMD may well have a small amount of devices entering the supply-chain.

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AMD has one big advantage over Intel at the 45nm node, namely the ability to push out the adoption of high-k dielectrics and metal gates until the 32nm node due to the use of SOI wafers.

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The 45nm migration should start ‘mid-year,’ but with new immersion tools required, both qualified and ramped, we would still expect ‘volume production’ to be in 2009, not 2008, with a significant amount of Fab 36 production switched to 45nm by 2Q09.