We got a quick update on Fusion, an AMD codename for CPU and
GPU native chip. At a later date AMD renamed it to Swift. Since Intel is
launching Clarksdale / Arrandale CPU and GPU on the same chip but with two separate
dies in early 2010, AMD will be under a lot of pressure to launch such an CPU+GPU
integrated chip.
We've seen before the 45nm Fusion got canceled due to some
manufacturing challenges and we expected that AMD might give it a try with
32nm. Unfortunately this won't happen as next Fusion will have to wait for 22nm
production that is scheduled for second part of 2012.
There is a chance that AMD might use the same approach as Intel
and launch 32nm IGP and CPU two separate die solution on a same chip, but we believe
it can easily happen. At the earliest you can expect 32nm chips from AMD in the
second half of 2010.