Intel Corp (INTC)

[kpf]

WT

I suppose they could still move production from 90nm to 65nm keep the process cycle going and the more expensive fab busy.

Yes. Look at scribbles Mike posted recently in this respect. (Apologies, i have ceased to even try to keep track of Intels codenames). One of the ideas seems to be integrating NB on chip by means of mcp and add SRAM into it to keep the diesize for an interim solution. Interesting. Makes some sense in business terms. However, on-die integration of mct is far more compelling imo - although it comes at a price.

K.