AMD got rid of its manufacturing part and FABs in Dresden, spinning them off in a new company and we've learned that the company that everyone calls The Foundry Company is already playing with 32nm chips.

We were told by company representatives that AMD is testing 32nm chips in FAB 36 and that it is on the schedule to transition from 45nm to 32nm in 2010. We would suggest that this might happen in very late 2010 rather than early, two years after the transition to 45nm. With 32nm AMD will finally transit to high K metal gate and something they call ULK Air GAPS; unfortunately this is something we don't know much about at the moment.

The big problem for The Foundry Company is that Intel plans to show its first 32nm chips in late 2009 and it should be selling them in the first half of 2010, while it looks like AMD will be at least a year behind.