While Chipzilla has been snatching the headlines for developing 3D transistors, Globalfoundaries has dismissed the technology as unnecessary and smells of Wii.
Globalfoundries is believed to be working on similar technology but is about two years behind Intel to bring it into the shops. However the outfit does not seem to be in any hurry.
In a statement, Globalfoundaries said that it and its development partners have longstanding programs to evaluate options for next-generation transistors, including non-planar structures.
However it did not see the need for these technologies until beyond the 22/20nm generation.
Its cunning plan for 22/20nm is to maintain the same increases in performance, power efficiency, and density that we've seen moving from 45/40nm to 32/28nm with the addition of High-k Metal Gate (HKMG).
2D CMOS can do all that by using new ideas in materials integration, lithography, and interconnect technology, Globalfoundaries said.
In fact 3D technology is less likely to impact AMD or Global Foundaries as it is geared to giving Chipzilla something to fling against ARM.
Where analysts believe the chip might have an impact is in the low power, mobile arena where x86 architecture has huge problems competing with ARM's power saving designs.
Intel has always been ahead of AMD and Global Foundaries so even a two year design lag is not going to change things much. However it will give Intel an impressive marketing tool as it starts to get caned by AMD's possibly much better integrated chip designs.
However the mobile chip arena is not somewhere AMD has been strong and it is probably there that 3D technology might make Intel's presence felt.