Posted on Thursday, July 26 2018 @ 10:56 CEST by Thomas De Maesschalck
Another snippet from AMD's second-quarter earnings call. When asked about future nodes, AMD CEO Lisa Su
commented that what they've seen from 5nm so far looks very competitive:
Timothy Arcuri - UBS Securities LLC
Got it, Lisa. Thank you for that. And then, I guess just the last question is really around the strategic foundry roadmap beyond 7-nanometer. Clearly, you have a lead now that because Intel is going to really I think functionally skip over 10-nanometer, which is great, and maybe it's a little bit unexpected given when you began development of these parts. But how do you think strategically beyond 7-nanometer as you move to 5-nanometer with your partner? And where Intel will be at that time? Thank you.
Lisa T. Su - Advanced Micro Devices, Inc.
What we see in the foundry roadmap is actually a very nice cadence of technologies. So we do believe 7-nanometer will be a large node. There will be derivatives of 7-nanometer, 7-nanometer, 7-nanometer plus. We have seen the first view of 5-nanometer, and we think 5-nanometer is very competitive as well. So again, our goal is to use the best the process technology can offer in the foundry market, and then differentiate on architecture, and product positioning, and those kinds of things.
