Many manufacturers in Taiwan that should have Deneb 45nm samples by now haven't got them. This is quite unusual if AMD wants to hit its Q4 2008 launch target.

We believe that AMD is aiming for a November launch of its desktop and server 45nm quad-core parts, but its rather strange that the big customers still don't have samples.

This is not good news for AMD fans, and it’s not that rosy for AMD and its partners. We also heard that 3GHz or faster 45nm quad-core is likely to be pushed to 2009. It’s very clear that Nehalem launches at 3.2GHz and Intel still has some headroom to clock its chips even higher.

Nehalem samples are with the important account for months now, and the manufacturers are going to the final stages of designing boards and systems based on it. This simply cannot be good for AMD.