According to informed speculation
MARK OSBORNE at
Fabtech listened to a conference call from semiconductor kit supplier ASML and infers from it that
AMD may not be able to start building 45 nanometre chips until 2009.
He bases that on comments from an ASML exec who said that it's likely NAND will be the first to move to the 45 nano geometry.
Then follows DRAM, and ASML thinks that logic will be 12 to 18 months behind - meaning, he speculates, that AMD would be well behind Intel.
There's more and it's
here.
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