Intel pushes 65 nanometre process back, claim

ANALYSTS AT In-Stat MDR are claiming that Intel has put its future 65 nanometre process technology on the back burner.

In a note about a $2,500 report it's selling, the chip boys said it "quietly pushed out" manufacturing on 65 nanometre. Intel has publicly stated that it already has 65 nanometre process technology in test conditions, and next year was supposed to be the time when it started shrinking dies all over again.

If this is true, then as sure is eggs is eggs, we'll find AMD deciding to push its 65 nanometre technology back as well. AMD and Intel dance down the same path and if we'd even a scintilla of sceptism in our bones, we'd be suspicious at the way this X86 virtual cartel appears to price and pace its products in step.

Sheesh, they dance so closely together that they'd probably win the 2004 X86 Ballroom Dancing championship.

The same analysts at In-Stat MDR reckon that Intel managed to score only a slender net profit. At just under $2 billion, we kind of wonder on the use of the word "slender" in this context.

Intel's net profit is around AMD's total turnover.

In-Stat MDR also appears to believe that salvation for Intel lies in the communications market and strategy. So far there's been no salvation there, and IA-32 architecture continues to be the fuel that fires Intel's engine, although its position on selling flash is better than it was just a year ago.

There's more of this sort of stuff here. µ