Advanced Micro Devices Inc (AMD)

[pgerassi]

Smooth2o:

You hope it will be late. 45nm at AMD is in production now. Samples came out in Q3 and will ship this quarter. While Intel may have shown 32nm memory dies on a 300mm wafer at the Fall 2007 IDF, CPUs usually take 2-3 years after that. IBM/AMD/etal has shown 22nm memory dies in August of 2008. Both Intel and IBM/AMD/etal said that they will have 32nm CPUs in 2009, but it will more likely be in early 2010. But since 22nm showed up in 2008, IBM/AMD/etal will like be at 22nm in late 2011, a year before Intel.

Especially since Intel said they would go to 450mm wafers for 22nm in the 2012 timeframe. Trouble is I don't think without heavy investments by customers would equipment makers do 450mm wafer equipment research. They think 2014 is more likely given that there are no 450mm scanners currently, even as one off prototypes. And that was before taking the current financial crisis into account. With it, its hard to think such investments would be likely and plans would be thus be pushed out.

Besides, AMD has said that 40nm SOI is planned for mid 2009 for Fusion. And 2010 for 32nm. TFC may make it even faster as 2010 has production ASML 80-100WPH 13.5nm 0.35NA EUV scanners being put in Fab 4x Malta, NY. That means production 22nm CPUs from TFC in 2011. That makes sense as 45nm in 2008, 40nm in 2009, 32nm in 2010 and the jump to 22nm in 2011 (AMD may do 27nm in 2011 with 22nm in 2012 to boost yields, but IBM doesn't need high yields for Power 8(9?)). Of course such an event as AMD having a smaller process than Intel at any given time would make Intel boosters apostastic. Thats heresy to them and evidently to you.

Pete