Thursday, March 05, 2009

Intel is reasonably doubtful on AMD's Global Foundries

Paul Otellini, Intel's President and CEO, has publicly questioned AMD's future cost structure, with a prognosis that the "cost plus" contract between AMD and GLOBALFOUNDRIES will inevitably lead to a widening price/performance delta between the two CPU giants.
He stated: "The Mubadala guys will want a return on their investment", referring to Mubadala Development, a sovereign wealth fund also wholly owned by the Emirate of Abu Dhabi.
Hiring now!

Then, Intel hurried up to realize the same "unreasonable" strategy with TSMC. ATI may use GLOBAL FOUNDRIES 32nm bulk silicon process for its future DirectX 11 parts, but has no plans to discontinue production at its key technology partner TSMC (Taiwan Semiconductor Manufacturing Company).Who will suffer in the end? You dear hardware consumers. :)

NVidia X86:
“I think some time down the road it makes sense to take the same level of integration that we’ve done with Tegra,”
said Nvidia's Hara. “Tegra is by any definition a complete computer on a chip, and the requirements of that market are such that you have to be very low power, very small, but highly efficient. So in that particular state it made a lot of sense to take that approach, and someday it’s going to make sense to take the same approach in the x86 market as well.”

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