Some of us - Jimmysmitty, myself, I think Chad and several others - tried pointing these potential problems with GF out for the last couple of years here, but many of the AMD diehard fans dismissed it as never gonna happen, due to the deep ties between AMD and GF. Unfortunately nothing, including ties between companies, last forever. I don't think AMD is going to let past ties influence what should be a purely business decision as to which foundry to use. So if they get better results from TSMC, then that's whom they should go with.
As for Intel fabbing AMD CPUs, might not be so far-fetched if the FTC steps in due to competition concerns. Given the onslaught of Intel products - Knights Corner, SB-E and Xeon, IB next year, IB-E late next year and then Haswell in 2013, AMD seems to be facing a large number of big challenges in the next 18 months. If Interlagos and PD/Trinity don't generate a lot of income during that timeframe, I can see AMD dumping server and high-end DT entirely, which might get the FTC's attention. Interlagos is already bargain-basement priced from what I can see, so not a lot of room to drop prices for a huge chip like that.
Finally, all those AMD diehard fans should start listening to Jimmysmitty - his crystal ball is working at 1080P, whereas some other guy's is working at maybe 10P 😛..
But what you are in effect sayign is that Jimmy could tell you what would have happened with 32nm IF AMD had NOT spun-off. And it is not a point of this thread. I can't say what Project Win is, but with BullDozer, AMD could slay by putting money into XOP\AVX and FMA.
PileDriver will have FMA3 which is compatible with the Haswell implementation. If AMD can land CS5 or Maya for PURE AVX\XOP FMA, they will have a year lead before their 3RD gen FMA which would come with the PD FX. Trinity is PD and would be the most powerful CPU for OpenCL and Win8.
CTI is a trademark and will be used for anything GF does. Certain people act like ATIC threw out all of the AMD Fab equipment and workers - one case where those at the top were sacrificed(Doug Grose et al). By the time PileDriver comes out GF should be flush with 28nm orders and plenty of profits so the naysayers will see that building a business isn't just a simple 1,2,3.
Because BD shipped at B2 and the oft-compared Phenom shipped at C2, I feel that means AMD will have a "true" 95W 8xxx FX in time for Win8. They can still try to get an interim patch in for the current rev for Win7, but it has to not step on future HW changes. MS likes to throw drivers out of Windows builds. CPUs are the only Kernel mode devices though so there's less risk.
Anyway, I would say that AMD may demo Trinity and PD at the delayed Analyst Day. That means mid-Q1 for tweaks - they don't have to send the samples out then. Another key for PD is that AMD still created MS' x64 implementation and have consistently increased perf\watt. People look at "certain" benchmarks and treat them as GOSPEL but reviews are designed to inform buyers of the total cost for the experience they want - something reviewers are currently failing horribly at.
Let's even for conjecture's sake say that the ENGR who bemoaned the choice to use automation is wrong because then you can use the SW to make the circuits better with less time spent on engineering and more on enhancements and future designs. Even the most successful company has to make choices.
Can YOU say BING!
The total negative vibe makes it impossible to look at the engineering aspects and any "reasons" are "excuses" rather than reflecting the complexity of 2B transistor chips (SB-E is 2B ) which try to unload the "legacy baggage."
Even if we just look at B3 which will - in terms of manufacturing - be included in the PD revs there should be 3-4 months of CTI at plat which should lower current load power. But considerign that the Anand Opteron review showed that new systems need new settings - maybe THAT'S why you have to Flash the BIOS - and Win2008 vs. ESX showed that software does matter as the B2 Opteron idle was comparable to Xeon with only 6C\12T.
As soon as other obligations are covered, FX is my upgrade. I'll get enough f a boost from SSD that I'll be blissful waiting for software - or writing my own.