The thing with the news.com article is that it is about the cell processor. Personally, I don't no much about the Cell so I have no idea how representative the fact that the 90nm process works on the cell is to having the 90nm process making quad core general purpose CPUs.
The article itself saids:
It's also not clear exactly what the performance increase will be compared to existing blade servers.
While the Cell may be called 9-cored in the article, my understanding of the cell architecture is that only 1 of those is a full CPU, while the others are just specialized SIMD modules. Sounds kind of like a bunch of glorified vector units, but they are no doubt great in multimedia applications. Somehow I doubt IBM could release their cell processors on 30nm right now at the drop of a hat.
It's not that I doubt AMD can create a quad core using a 90nm process, it's just whether the end result is worth it. Die size and yields are one issue, but heat is another. You may point to improvements from FD-SOI, but the dual core FX-62 already needed the TDP increased to 125W. It doesn't seem realistic that AMD could double the cores of the 2.8GHz FX-62 and still remain within that TDP.
A 40% increase in transistor performance always appears good on paper, but it's always hard to maintain in the real world when many other design factors and interactions come into play. The funny thing is, while AMD may be playing up their new addition of e-SiGe to SOI, their real process transition hasn't even caught up with their previous process refinements.
When Strained Silicon on Insulator (SSOI) was announced it was supposed to pave the way for higher speed processors. However, in truth the introduction of SSOI chips has been a lot slower than what you might think.
http://www.theinquirer.net/?article=30154
However, not all of the processors are manufactured using this new improvement. There is still plenty of classic 90nm SOI being manufactured, with a conservative introduction of new parts.
It's hard to tell what AMD's focus is. You'd think they would use the SSOI process on their flagship product the FX-60 to allow better overclocking to justify the higher price they are selling or at least ensure higher yields of this higher clocked processor, but in fact the FX-60 is still using the old SOI process. One way of looking at it would be that that means the FX-60 probably has more room to grow if SSOI was ever used, but then the question is why wasn't it used on their flagship product in the first place?
You can also argue that the FX-60 wasn't manufactured in SSOI process, since overclockability of the CPU wasn't as stellar as its predecessors.
It also begs into question whether the FX-62 is also using the older SOI process if it's TDP had to increase to 125W. If AMD hasn't even transitioned their products to the SSOI process, it just makes me wonder how long the transition to FD-SOI will take.
I could agree except that the FX62 doesn't exist. I am not going to search the net for stories regarding it but the inquirer stated that the process for AM2FX62 would include improved leakage current and gates, which implies SSOI.
And there were also stories that AMD could go 65nm this year but don't think they will need to. Conroe may change that but I still see 20-30% improvement when all is said and done. If I'm right about AMDs plans they will get 3.2GHz out of the AM2 @ 90nm. That should pretty much even the playing field and may give them an advantage, especially in the server space where Socket F is supposed to double the FP registers. Does anyone remember what happened when Intel added 8MB L3 to Xeon?
I think AMD is going to add L3 for all FX and Opteron chips using the ZRAM tech and that should enable them to beat WoodCrestConroe to death. I mean if you look at the benchmarks with Apache, Intel will definitely need 100% improvement to catch (just to catch) a 4Way Opteron. They OWN TPC-C up to 1TB databases.