To Juin: Agilent Techology or Applied Materials donot make any lithography tools, whether or not it is 248nm or 193nm. If anything went wrong with those two companies, it shouldnot be a wavelength related issue.
To Eden: I donot know why you keep indicating SRAM is trivia. All generations of logic chip manufacturing start with SRAM. Since SRAM has the smallest lithography feature and highest density, everyone has to deal with pitch printing, defect problem, etc. Certainly SRAM runs on a strip-down version of process flow, meaning it has less masks, simpler backend and less types of transistors, it is not any easier to make, especially at an introduction of brand new technology. If it takes Intel 18 months from announcing SRAM in Mar. 2002 to launching real products in Sept 2003, we can only speculate AMD wouldnot have 0.09um until no earlier than end of 2004, just like what Juin said, simply because AMD does not have SRAM yet. Count on IBM? In my opinion, AMD is right on track to be a chip designer, less of a chip maker. Wanna bet?
BTW, why do you mention heat consumption of L2 Cache? I donot see any logic.