And the general consensus on this board is on overestimation of Intel.
Why doesn't anybody mention the fact that 45nm yields are bad , really bad ?
Intel's double patterning requires the wafer to be process twice , the second time being mechanically repositioned.That is a recipe for disaster.Yields must be horrible if 1 1/2 FABs ( D1D + FAB 32 ) managed to produce only 10m 45nm CPUs in 6 months.
Basically , half of Intel's production capability at a given node ( 3 FABs ) produced 10m CPUs instead of a more regular 40-50m in a given time frame.
To achieve crossover with 65nm in Q3 , they need to ramp 45nm to about 2m parts per week .How exactly will they manage that considering that FAB 28 is supposed to come online June 29th ( at least a Q delay ) ?
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