Intel Corp (INTC)

[kpf]

moving from 65->45 is much harder than from 90 to 65.

In AMDs case, not quite. Their move from 90 to 65 was particularly hard for the transition to a completely new 300mm toolset, while their move from 65 to 45 will be eased by nearly identical toolsets - except for the litho-part, naturally.

Also, AMD could only exploit many of the benefits of SoI a node after they initially used this technology. Something similar would well happen in their second node of 300mm-manufacturing.

K.