things that have always been in Intel's favor have been their truly massive and always cutting edge fab capability (which no other cpu manufacturer has been able to even come close to)
On a flight a while back I struck up a conversation with a PhD that specialized in chip design. He suggested that if AMD was able to manufacture their chip designs in Intel's fabs, that they would be out Intel chips in terms of performance and power.
The idea was that because AMD uses fabs that are, basically, two generations behind Intel, that their designs have to be more innovative to be able to work within the constraints of the older process.
I'm no electrical engineer, so I took him at his word, but it certain points out that Intel's fabs are a distinct advantage.
I wouldn't go that far. Intel definitely has an advantage in process technology, but it's not as though they rely on it exclusively to stay ahead. For example, currently the AMD and Intel CPUs in the server market are both at the same level of process technology, 32nm, and Intel's CPUs are still overall superior.
Ivy Bridge still hasn't been released in the server space. The server market currently has Sandy Bridge chips. The Ivy Bridge chips are due at the end of the year.
Wasn't AMD moving to have (x86) chips made at TMSC?
Maybe if they partner with IBM. Still, even if Global Foundries is two generations behind Intel, that's still one of the most modern fabs and being constantly updated is very expensive.
On a flight a while back I struck up a conversation with a PhD that specialized in chip design. He suggested that if AMD was able to manufacture their chip designs in Intel's fabs, that they would be out Intel chips in terms of performance and power.
The idea was that because AMD uses fabs that are, basically, two generations behind Intel, that their designs have to be more innovative to be able to work within the constraints of the older process.
I'm no electrical engineer, so I took him at his word, but it certain points out that Intel's fabs are a distinct advantage.