Nvidia's and ATI's problem in the war against Intel are FABs

@ 2008/04/23
Jerry Sanders, the retired CEO of AMD, once said that only the big boys have fabs and this might be Nvidia’s and ATI’s biggest problem in the future.

Nvidia started an open conflict with Intel, while ATI embraced by AMD is standing a side and waiting to see what will happen. Despite the fact ATI will also benefit by hurting Intel’s graphics numbers, it cannot risk one more failure as the CPU guys slipped massively and it cannot compete with Intel for the last two years in a row. ATI chipsets and graphica are still in quite good shape, especially compared to Intel’s own offering.

Intel currently has two operational 45nm FABs and these FABs will be capable of producing a highly anticipated Larrabee graphica parts. Intel currently produces its 45nm dual cores in D1D FAB in Oregon and FAB 32 in Arizona. Intel only produces 45nm dual core and later on it stitches two of them and makes a quad core out of it, but this will change with Nehalem in Q4 2008, as Nehalem is native quad core.

Comment from jmke @ 2008/04/23
I tend to believe X-Bit labs
Comment from Kougar @ 2008/04/23
TSMC is a year behind Intel's manufacturing process? This report would say they are ahead... Who is correct? http://www.xbitlabs.com/news/other/d...n_Process.html

Intel released info last year that they expect to have 4 operating 45nm FABs within Q3-Q4 timeframe.
Comment from Rutar @ 2008/04/23
they seem to forget that intel doesn't have ENOUGH 45nm fabs already