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An SI Board Since December 2010
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Emcee:  neolib Type:  Moderated
Update on 8/16/16: At IDF, Intel announced they are broadly licensing and supporting ARM IP on their 10nm Foundry process, and presumably going forward. Having thrown in the towel on mobile SoC's and Contra Revenue earlier this year, this would appear to be RIP for x86 in both mobile and likely IoT. Instead, Intel appears to want to compete with the Foundries for the wafer volume those markets offer. Since it takes years to build IP and customer relationships, and Intel has a checkered history of being a reliable partner and silicon scaling is near the end, this will be a very interesting development to watch over the next 5-10 years.

Update on 1/28/16: TSMC & Samsung both exited 2015 in high volume FinFET production, while AMD is scheduled for mid-16 on GF's FinFETs. TSMC will start 10nm customer tapeouts in 1Q16 and production by 4Q16. The PC industry remains in contraction, now entering the 5'th year of decline, and mobile is showing hints of peaking as well. The big question for '16 is whether any new high volume applications for semis emerge. Automotive, wearables, VR, and drones are potentials that might develop in 2016.

Update on 3/6/15: With confirmation from WMC that Samsung will ship two devices with 14nm FinFET SoCs starting April 10, 2015, it is finely becoming clear how drastically the Foundries have closed the process gap with Intel. An interesting question now for 2015 is when the combination of Samsung/GF and TSMC will surpass Intel in wafer area on FinFET processes on a quarterly basis. My guess is that Q4'15 sees this milestone occur.

Update on 2/26/15: With WMC a few days away, it is widely anticipated that Samsung will debut 14nm SoCs into a very high volume product: The Galaxy S6. With an expected ramp for Apple A9 SoCs in Q2, and likely some additional SoC volume from Qualcomm, it would appear that Samsung will ship more CPUs at 14nm than Intel in 2015. Intel might possibly ship more wafer area at 14nm, but data on that is difficult to obtain. The mobile SoC's are as big or bigger than the lower end higher volume PC CPUs, and so far, Intel's slow ramp of 14nm product has not progressed well for the large die devices.

Update on 8/6/14: Since this board was started, the CPU space has changed considerably, and so has the semi Foundry space. The AMD/Intel competition in x86 processors has been replaced with x86 vs ARM as computing has increasingly shifted to mobile form factors. Intel has made a significant shift to use their leading edge process advantage as a Foundry. The huge volumes in mobile now dominate leading edge wafer production, and competition is fierce to land Apple's orders between TSMC and Samsung. Intel has struggled to launch 14nm, and the Foundries are making a determined effort to close the gap with Intel on process tech. What happens in late 2014 and through 2015 for 14/16nm FinFET processes now looks like the big story in semiconductors in the next year+.

While the x86 CPU contest between AMD & Intel has grown old, exciting things are happening in the CPU and graphics world. The age of APUs in the x86 world has begun, with both AMD and Intel rolling out new families in early 2011. Meanwhile, 2010 saw the explosive launch of tablet PC's, mostly powered by non-x86 designs, and running non-MSFT OSes and software. What will 2011 bring to the CPU/GPU world?

This is a moderated board. All views are welcomed, but please restrict posts to useful content about CPUs, GPUs, the companies involved, or related market conditions. Attacking/baiting other posters, and snark in general will lead to banning.

Additional Comment: The companies working in this space have talented engineers & managers, and while we all may have our views on them, please refrain from endless bashing of them, as it does not contribute much useful to the board.
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19546I know, it was LOL when reading that article...neolib5 hours ago
19545The silicon chips at the heart of today's computers and phones are insanelyPravin Kamdar7 hours ago
19544new Mining cards @ newegg newegg.com newegg.com Limited Warranty period (parbit3yesterday
19543Bought some AMD190118C12s today at $4.45. 1:13:32, so they're underwater alrTGPTNDRyesterday
19542 ...some color on early Zen issues finance.yahoo.comTHE WATSONYOUTHyesterday
19541 PetyaWrap ransomware is shutting down computers worldwide arstechnica.co.uk HVattilaTuesday
19540Nvidia Deals Tilt Robo-Car Race eetimes.com [graphic] News & Analysis PFUBHOTuesday
19539Although Goldman Sachs keeps buying AMD stock. google.comgvattyTuesday
19538 there are new design firms coming up in china very fast. Heard of one while in engineerTuesday
19537Astonishing if true: MediaTek shifts half of its 16nm chip orders away from TneolibTuesday
19536Taiwan's IC design problem: digitimes.comneolibMonday
19535Some Epyc vs Intel benches. wccftech.com normalizing for core and Ghz, 64/56 xneolibMonday
19534What they need is just one new data center filled with Epyc servers. Then the hneolibMonday
19533Here's Lisa Su at last fall's Credit Suisse conference - it's inconsDoug M.Monday
19532Mosesmann - Goldman Sachs is denying reality when it comes to AMD's potentiaDoug M.Monday
19531AMD: Goldman Says ‘Epyc’ Progress All Priced Into the Stock: http://www.barronsDoug M.Monday
19530I wouldn't hold my breath. 2021 perhaps, depending on the election outcome.stsimonMonday
19529This is charlie...I'm sure he has 20 people in the industry who are giving hgzubeckMonday
19528I'm curious what this comment actually means: <i>and based on early sneolibMonday
19527Worth a read on Epyc interconnect details: semiaccurate.comneolibMonday
19526After watching it for a few months its a little crazy but so is the stock marketgzubeckMonday
19525Looking at that long list makes me wonder how long before regulators wake up to neolibMonday
19524Flash crash in the Coin market today...AMD pretty resilient given the circumstangzubeckMonday
19523AMD SoC and GPU Better Together "There is a time-honored tradition in the VattilaMonday
19522They say late July for RX Vega, I thought I had seen around the 12th-15'th sneolibMonday
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