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Great, AMD going to go 32nm 2011. Unless they can improve their 45nm process quite a bit, there is no way AMD can compete against Intel, considering that Intel has way better fabrication process compared to AMD, not to mention smaller node(With Immersion Lithography?) in 2010.
Basically AMD has two advantages regarding current leakage, SOI and IL, while Intel has HKMG. Intel 32 nm will be far superior to anything AMD will have until 2011, and probably even until AMD gets their 32nm process working. Basically AMD is at it's best with PhII in 2009, and after it, well, PhII will be quite like PhI is right now - thrashed by any Intel QC. Though, that applies only if AMD can not improve PhII much during 2009/early 2010. I doubt they can do more than new silicon revisions which are not going to save them against Intel's very fine tuned and mature 45nm process.
Then again, I doubt AMD are going to live with 45nm for that long. They desperately need to close the gap with Intel in order to become competitive again. Even if AMD has superior Uarch, superior manufacturing process, Intel will hold the market share no matter what. They can produce so much more than AMD can that they can sell their chips for lower prices and still make profit. There is no way for AMD to counter this, other than getting more chips produced, meaning that TFC needs a lot more fabs.
Call me a fanboy or idiot or whatever you want, but thats how I see it. In terms of manufacturing CPU's, Intel is unbeatable by anyone. They are the best at it.
Last edited by Calmatory; 12-25-2008 at 12:46 PM.
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