It's like history is repeating itself.
I agree. I've felt the parallels were striking and on multiple levels.
After Northwood, Prescott was almost a step back... hopefully Steamroller doesn't follow in that pattern.
I fear it will, and again for reasons that are like history repeating.
Intel's 90nm had issues with static leakage. It was their first node to include copper wiring in the BEOL and the transistors were aggressively scaled (physical-dimension wise) 130nm xtors which leaked like hell when they got hot and had the volts pumping through them (as needed to hit 3.8GHz).
What set Intel's 90nm apart from AMD's 90nm was AMD had SOI in their node and that made the K8's perform in a whole other league for performance/W.
Now look at AMD and what they are using for 28nm...it is their first node since that same era of the Prescott for which they won't have SOI to save their power-consumption bacon.
Combine that with the fact they won't have Finfet, it will be 32nm planar HKMG xtors on steroids (physically shrunk to get drive currents higher) and they will leak all the more than the current 32nm xtors do (once volted as needed to hit the clockspeeds steamroller will need to hit).
Unfortunately for AMD I see the parallels and history repetition continuing at 28nm because of the process node situation. It is going exactly against them, not in their favor at all, which is exactly what happened to Intel at 90nm.
(and don't be confused with Dothan at 90nm vs. Prescott, Dothan was intentionally designed to operate within a clockspeed envelope that prevented the operating temperatures and requisite voltages that led to the cascading effect that Prescott operated under...Dothan being a good product was because of its design, not because of 90nm being healthy)
But all that time, Intel had a backup plan, which it eventually implemented when they build the Intel Core Duo and Core Solo CPU, based on the mobile CPU Dothan. This led to Core 2, and Nehalem, and basically gave Intel a huge lead which AMD still hasn't caught up with.
Intel's backup plan was a two-pronged combination that entailed advancing the Dothan to 65nm (which they did with Prescott in the creation of Cedar Mill as well), but what made it work was they got their 65nm process under reasonable control in terms of leakage and voltages.
Compared to the clockspeeds of Dothan laptops, Intel took the clockspeeds of Core up quite a bit with 65nm without destroying the TDP bank, and they overclocked rather well too.
I only bring this part of history up because I also think it is relevant for AMD...they can't just rely on design and design alone to get them out of their current funk. It is going to take a technology partner who is capable of delivering a process-competitive node in terms of both electrical parametrics as well as release timeline.
Could AMD do the same thing, and release new high-end desktop CPU based on the next generation of Jaguar? Could such a CPU compete with Intel on both performance and power usage?
AMD could...if they weren't tied to mast of S.S. GloFo. And unfortunately for everyone (competition is always good), GloFo is a ship that seems to be piloted by
Captain Peachfuzz.
According to the narration of Jet Fuel Formula, Peachfuzz was, from his youngest days, an incompetent sailor. As a child, even his toy boats sank. At the age of 18 he joined the navy. He was awarded numerous medals, all of which were donated by the enemy. Sailing the wrong way through the Panama Canal and becoming the only captain of an icebreaker in the South Seas earned him the nickname "Wrong Way" (an allusion to the American pilot Douglas "Wrong Way" Corrigan). After receiving a large inheritance from an aunt he purchased and took command of the S.S. Andalusia (called Athabaska in some episodes). His crew considered mutiny but decided rather to install a dummy control room, so that Peachfuzz would think he was in command, while the crew actually controlled the ship from another location. Unfortunately, Peachfuzz takes a wrong turn and winds up in the real control room.
If only AMD was free as a fabless company to negotiate and partner with leading edge foundries of their choosing then their fate would be in their hands. As it stands now, AMD is a subdivision of GloFo and they have no future other than whatever GloFo is willing to accord them.