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An SI Board Since December 2010
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23293 176 0 AMD ★★★★★ (Strong Buy)
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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23293More GameWorks head winds coming for AMD: PravinPravin Kamdar16 minutes ago
23292It was last year that I saw this kind of FUD on General Motors (GM). They manageNullPointerException1 AM
23291 This shows how crazy it was last week. You could make more money and 5 times quNullPointerException12 AM
23290Yeah, pretty boring today. I have a lot of calls/puts expired today. Now my nearNullPointerExceptionyesterday
23289The options prices at the close today for next Friday, cr 0.27 at the money bothneolibyesterday
23288Can AMD/Intel counter GPP by raising the CPU or chipset prices for the GPP OEMs NullPointerExceptionyesterday
23287Another card OEM isn't the same thing. GPP is locking AMD cards out of PC Oneolibyesterday
23286 Can we call this RPP? Whispers have been circulating the techsphere over the NullPointerExceptionyesterday
23285but if it does the ride will be a lot less enjoyable. Less enjoyable than the lPravin Kamdaryesterday
23284Personally, the one thing I feel reasonably certain about is dramatically increastsimonyesterday
23283Worth a read: calculatedriskblog.comneolibyesterday
23282Yeah, I meant Zen2.neolibyesterday
23281AMD just might beat them to Ryzen2 on 7nm. I know what you mean, but to be cleaPravin KamdarThursday
23280Well at least no Cannon Lake are shown on that. So it appears that Intel's neolibThursday
23279They built it up as news on a big Intel acquisition. Cramer just came on and saiPravin KamdarThursday
23278They suggest some big Intel takeover news. What's the takeover target? BroadNullPointerExceptionThursday
23277In more important and exciting news, Roger Federer plays Korea's Chung tonigPravin KamdarThursday
23276CNBC has a spot coming up with BK interview. They suggest some big Intel takeovePravin KamdarThursday
23275New supply of Vega into retail has big time gaps. One week gap with no new supplPravin KamdarThursday
23274Intel roadmap. Crashing AMD's party in April? Pravin.Pravin KamdarThursday
23273So, the Ryzen 2XXX release date is 4/19: Pravin.Pravin KamdarThursday
23272 AMD suddenly recovered. I see no news. The put prices already dropped a lot inNullPointerExceptionThursday
23271Well there is this: ir.amd.comneolibThursday
23270AMD suddenly recovered. I see no news.neolibThursday
23269Not Intel. <i>Which company do you think will dominate the driverless carneolibThursday
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