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20177 210 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.
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20177Qualcomm starting to reveal Centriq details: eetimes.comneolib7 hours ago
20176I've been pointing out for quite some time that specialized co-processors isneolib9 hours ago
20175thanks for the article fubho...very insightful and most likely very true.gzubeck1 AM
20174CPU architecture after Moore’s Law: What's next? When cFUBHOyesterday
20173Just to give you a heads up on or about august 23rd is the segwit activation forgzubeckSaturday
20172Agree, I wouldn't recommend it for a consumer. However, with its integrated VattilaSaturday
20171one year late, and only 1 qtr before Ryzen APUs, although 2 qtrs before DT APUs neolibSaturday
20170Bristol Ridge for AM4 is now available: newegg.comVattilaSaturday
20169 OCUK on the GPU demand: "NVIDIA still cannot meet demand for Pascal so thVattilaSaturday
20168You are correct — in the AMD marketing material, the Radeon Pack bundles includeVattilaSaturday
20167Darla Smith got 15K shares and dumped 8K. Still has 26K total. She has never bneoliblast Friday
20166He's on crack. There have been no Vega bundles with Threadripper. In fact, IPravin Kamdarlast Friday
20165This paragraph: <i>More importantly, Newegg also sold out of gaming bundlneoliblast Friday
20164What are you referring to, specifically? I have not seen any Vega bundles with TPravin Kamdarlast Friday
20163Is this guy clueless, or has AMD been doing Vega bundles with Threadripper? seeneoliblast Friday
20162 Radeon RX on Twitter: "Demand for RX Vega has been incredible & has rVattilalast Friday
20161Asus Strix Vega 64 review: Nice performance boost and sound level rePravin Kamdarlast Friday
20160 Ah, all the Newegg bundles are Radeon Pack bundles, with nice and clear messagiVattilalast Friday newegg.comPravin Kamdarlast Friday
20158Wells Fargo on crypto and GPUs: PravinPravin Kamdarlast Friday
20157 Seeing the current state of the NowInStock tracker, by "packs" you prVattilalast Friday
20156There now is a Nowinstock tracker for Vega 64: Only the Packs aPravin Kamdarlast Friday
20155<i>As a WAG, if you take the cost in that table for the back-then high-endTHE WATSONYOUTHlast Friday
20154As a WAG, if you take the cost in that table for the back-then high-end GTX 580,Vattilalast Friday
20153....good the board maker does OK..............any wagTHE WATSONYOUTHlast Friday
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