Intel Corp (INTC)

[Yousef]

sshave,

Re: "There is no doubt that there are process problems. The real question is how soon
they can be worked out."

Really depends on the nature of the changes ... If major FET/device changes
are needed (say to improve IDsat or Vt rolloff), then not only does the FET
development work need to be done but also a re-qualification of the device (HCI, GOI, Vt stability, ...).
I have heard that AMD is also starting to process material without LowK
for the backend dielectric. This also would require re-qualification of
EM, SM, HTOL, packaging quals, ... As you can see, many months are needed
to make a major process change. This could explain the very large slips
in schedule for AMD.

Make It So,
Yousef