Originally Posted by PoopaScoopa
Unless AMD copies or licenses this technology, it doesn't look good for them seeing as they're not even at 28nm yet and Intel will be at 22nm only a couple months after. I don't see why Intel has to hold back because AMD is so far behind. It could be like the smartphone market, where one company had ~70% of the market before Apple and Google came on board.
Makes me wonder why AMD's CEO and a bunch of other executives fled the (sinking?) ship so quickly a few months ago. Did they know this was coming down the road?
Who says they haven't been working on it too ? Don't forget that AMD has commercial connections with IBM, and they have been working on that same technology.
Besides, it's not 28nm like you said, it's 32nm. But even at 32nm, there is still a lot of room to grow. AMD won't be facing any problems yet.
Remember how Intel used 45nm - first the Core 2 Duos e Quads, then the Core i5 and 7. Intel is only now using 32nm to it's potential. Until now it was only Dual Cores i5 and very expensive i7 Hexa Cores.
Since AMD will be getting 32nm in a month's time, I bet AMD will be competitive this year, and probably the next, on 32nm. Meanwhile they have time to test the new tech.
The smartphone market is not quite the same thing, as there were always a lot more phone (the smartphone being a natural evolution) manufacturers and there is competition. In the x86 business you only have 3, and one of them doesn't really count (VIA), so there is a lack of competition in this area.
How do you get competition in the desktop market if Intel holds the rights to x86 ? They won't produce much faster chips, believe me. They have no reason to. As long as AMD is there, catching up, they are safeguarded against monopoly lawsuits which might force them to open up the x86 license program. That would be terrible for them.
In fact, there is so much competition on the phone market that everything is still up for grabs - the CPU/GPU portion is being made by several companies - including Nvidia, Qualcomm, Samsung, and even Intel and AMD will be entering the market with the x86 architecture. Also in the OS space there are lots of options - RIM, iOS, Symbian (going out), Android, WP7. So, it's two very different markets.Edited by tpi2007 - 5/5/11 at 1:51am