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Leapfrogging the Recession
by Andrew McCaskey
Intel Makes the 32nm Move
It’s as much a commentary on the incredible capital requirements of the semiconductor industry as it is on future optimism. Either way, the future technology gets here on schedule, or a little before.
Intel has announced that they are forging ahead on conversion to a 32nm production process, leaving behind the current 45nm. The more normal sequence of events would be to milk a few more years out the the current technology, expanding the production capacity to meet worldwide demand, and then gradually moving to the newer geometry. The problem is that new plant and equipment ordered today in the 45nm process would not go online soon enough or remain online for enough time, with enough demand, to be economically viable.
Forward looking or deciding to not throw good money after bad ? Whichever the motivation, Intel is forging ahead.
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