Originally posted by: dmens
Yeah, the timing of the intel release is related to the Q4 earnings. But enough with press releases...
This brings back a point I made in another topic, that process is king. Just like how intel needs to deliver a new uarch, AMD needs to catch up on process. Given their current 65nm gap, I'd have to say the 45nm is just as lagged, if not worse. The issue of high volume manufacturing becomes more critical at smaller features, and that is something IBM/AMD never had a good track record with.
As process size decreases and the trend towards multicore continues, I'd argue that process generations will have even more impact than before based on the number of chips a single wafer can produce. It is amplifying the effect of economies of scale. I am looking forward to see the results of AMD's 65nm ramp and how soon they can pull it off, because it will be a good indicator of future trends, IMO.
Fair enough...just keep in mind that there is a difference between when it's POSSIBLE to release and when it's actually released. Let me break it down into pros and cons:
PROS
There are 3 main advantages to converting to a smaller node...
1. Reducing power requirements by decreasing lengths
2. Increasing overall yield/wafer
3. Adding things (i.e. cache or 64 bit extensions) to existing designs without increasing the footprint
CONS
1. Existing equipment must be discarded creating a Capital Loss
2. All new nodes must be ramped over time, reducing production
1. In the current situation, AMD has no need for "pros" 1 and 3 to remain highly competitive...
2. AMD uses 10% of their lines for R&D which allows them to improve a ramp before they initiate volume production
3. There is a mathematical point where the increased yield of conversion to 65nm outweighs the costs of the "cons". For AMD, this point is calculated by their APM 3.0 software.
I certainly have neither the math nor the data to know where that point is, but judging by the brilliant success of their "late" release of 90nm, I do have a great deal of confidence that AMD does. Also, keep in mind that the longer they delay, the greater their initial yield will be when they DO convert to volume on 65nm...