Intel is Selling Itself Short on Trigate!
Perhaps the most pertinent comment raised by an analyst at Intel’s Investor Forum last week came from Dan Hutcheson of VLSI Research to Brian Krzanich, the COO and head of global manufacturing and supply chain. He said: “I think you sold yourself short on Trigate, the benefit of fully depleted vs. planar and the impact on leakage.” The answer is, of course, yes. This, though is confusing to the Wall St. crowd since they don’t have an idea of how process technology, processor architecture and circuit design can be married in a precise way to target various market segments. Trigate’s ability to shut off leakage has taken away the one advantage ARM has for itself in the battery life wars. If I can be bold, Trigate is the biggest thing to occur in Mobile and Server computing in the last 10 years… maybe longer.
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