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Technology Stocks
An SI Board Since December 2010
Posts SubjectMarks Bans Symbol
31120 213 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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31120Well Netflix ain't going to help tech tomorrow...neolib6 hours ago
31119Have Honeywell crank it up - end of story. But that guy needed to write an artiDoug M.12 PM
31118So, while Intel seeks to diversify and reinvent itself, AMD has narrowed focus afastpathguru12 PM
31117Interestingly, when talking about Intel's strategy, Swan talks about changinVattila10 AM
31116Interview with Intel CEO Bob Swan: "Intel was too ambitious in trying to cVattila9 AM
31115A slight negative, but its not a reliable indicator.neolib8 AM
31114Neo. What's your take on the late earnings date?Pravin Kamdar12 AM
31113Makes you wish you were with TSMC, and not Samsung.Pravin Kamdar12 AM
31112This is concerning IMHO: eetimes.comneolib12 AM
31111According to rumour, there are many more cards, in various performance tiers, toVattilayesterday
31110And even though the performance is good, the fan noise is not. Better cooling frPravin Kamdaryesterday
31109Dude. You know the score. I don't have to tell you anything. People puttingPravin Kamdaryesterday
31108Thanks for the overview! > That means that with better air cooling, it wouldVattilayesterday
31107It's hard to know. I think the proof is in the nowinstock readings. As long Pravin Kamdaryesterday
31106Nice. Let the games begin.Pravin Kamdaryesterday
31105> 3900 undervolted to 1v The author pulled his original video, since it turnVattilayesterday
31104> If it's the 10 core, it will not compete in MT with the 3950X. I thinkVattilayesterday
31103AMD 2019-Q2 EPS Contest (non-GAAP) User Revenue EPS Q3 Outlook Pravin Kamdar $Vattilayesterday
31102> At Mindfactory, now the 3700X is showing "über 2.440 verkauft&quoVattilayesterday
31101PR : SANTA CLARA, Calif., July 16, 2019 (GLOBE NEWSWIRE) -- AMD (NASbit3yesterday
31100Coreboot Readies Support for AMD Picasso APUs "Chrome OS devices rely on CVattilayesterday
31099Another data point: reddit.comPravin Kamdaryesterday
31098You can see from the nowinstock time stamps, between instock or preorder, and ouPravin Kamdaryesterday
31097At Mindfactory, now the 3700X is showing über 2.440 verkauft and the 3900Pravin Kamdaryesterday
310963950X should come out in September, but maybe the end of September (so October iPravin Kamdaryesterday
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