Technology Stocks
An SI Board Since December 2010
Posts SubjectMarks Bans Symbol
18541 198 0 AMD
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.
Previous 25 | Next 25 | View Recent | Post Message
Go to reply# or date (mm/dd/yy):
ReplyMessage PreviewFromPosted
18541Pravin, you asked Neo: Re: What's your guess on an Intel-AMD GPU IP licensTGPTNDRan hour ago
18540I have no idea. Nvidia certainly seemed to be hinting they would not have a folneolib2 hours ago
18539neo, What's your guess on an Intel-AMD GPU IP licensing deal at this point Pravin Kamdar3 hours ago
18538Funny, I have been a 200 day sma beacon over at the hub. Many have sold, for trzborusa1 AM
18537Hell finally freezes over: TSMC nudges past INTC in marketcap.neolibyesterday
18536BTW, don't take my bitching about the Ryzen launch the wrong way, and welcomneolibyesterday
18535No, this was a DIY launch, not an OEM launch. The OEM's will follow next qtneolibyesterday
18534Maybe, it's wishful thinking, but is it possible that OEMs did have motherboPetzyesterday
18533Hi Petz, Good to have you back. Re: What is the motherboard issue exactly?>TGPTNDRyesterday
18532The new Zen based Ryzen 7 CPUs launched on March 2, and AMD appears to have had neolibyesterday
18531Wow, AMD has awakened from the dead, AGAIN! After at least a 5 year hiatus, I rePetzyesterday
18530Samsung with 10nm lead?;neolibyesterday
18529TWT as always. I'm concerned that the Ryzen launch was a bit of a blunder wneolibyesterday
18528I suspect that they needed the money and there will be 10 times more coming. TheKelvin C.P. Wangyesterday
18527I am more concerned about externalities than I am about any insider sales.stsimonyesterday
18526Yeah, but who would sell $1M+ of anything if they thought waiting for a month woneolibyesterday
18525PC chip demand not so great: <i> Taiwan-based consumer IC suppliers are eneolibyesterday
18524Remember for 10 years, employees at AMD did not get much compensations beyond thKelvin C.P. Wangyesterday
18523Likely a well timed sale.stsimonyesterday
18522Currently on the top 20 Amazon Best Sellers for CPUs #2 is FX-8350 ($128), #9 isneolibTuesday
18521Lisa Su joins the selling: She received 25K shares and sold 125K on the 14'neolibTuesday
18520Could be, or perhaps entry into the S&P 500, or both, or neither.stsimonTuesday
18519Some of the pop yesterday being attributed to an ITC case: <i> AMD Stock neolibTuesday
18518 Global AR/VR headset market to grow at CAGR of 58% during 2016-2021, says IDC VattilaTuesday
18517Jefferies on AMD: Advanced Micro Devices: As Much as $4.6B in New Revenue on ‘ZDoug M.Monday
Previous 25 | Next 25 | View Recent | Post Message
Go to reply# or date (mm/dd/yy):
Copyright © 1995-2017 Knight Sac Media. All rights reserved.Stock quotes are delayed at least 15 minutes - See Terms of Use.