GLG News by Semiconductor Experts in GLG Member Programs (California)

Nathan BrookwoodResearch FellowInsight 64

AMD Drops a Few 65 nm Hints

April 5, 2006

Analysis of:AMD Bulks Up | www.thestreet.com

AMD held a conference call with industry analysts and touted the on schedule delivery of the first processors built in its new 300mm fab in Dresden, Germany. Intel moved to 300mm production years ago, so this move represents a catch-up in terms of tapping the economics of 300mm wafer technology. Of course, Intel is now producing 65nm parts on 300mm wafers, and AMD won't get to this level of process technology until later this year. All in all, we think AMD is about nine months behind Intel in its move to 65nm, and may shorten its lag time a bit when both companies move to the 45nm process node. The company also disclosed a few other aspects of its Dresden operation that previously had been invisible to outsiders, as noted in our commentary.

Previous Page : 12345678981 to 81 of 81