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 Technology Stocks | AMD, ARMH, INTC, NVDA

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To: neolib who wrote (4947)2/16/2012 12:18:16 AM
From: THE WATSONYOUTH of 9754
 
Perhaps AMD not getting Trinity out in full force until October 2012 had some impact on Intel's decision as well?

Did AMD announce the October date? That would be a slip based on current expectations? No?

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To: neolib who wrote (4944)2/16/2012 12:22:44 AM
From: Toro Caca of 9754
 
neolib, Mainly I'd think Xilinx's 28nm parts are much bigger than AMD's APU and GPU's from TSMC. So one would expect much worse yields??


Hate to burst your bubble, but FPGA's are not the same as APU's. Yes, FPGA's are larger die ... but much more regular design that
don't push all the design physical layout corner cases AND how many FPGA's operate at 3+ ghz. You sound like you come
from the school of ... designs is designs ... processes is processes ... and ... parts is parts.

Peace,
El Toro

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To: Toro Caca who wrote (4943)2/16/2012 4:29:58 AM
From: THE WATSONYOUTH of 9754
 
Do you think that Xilinx products are like APU's. Designs are designs? might there not be some interaction between
design and process that lead to yield problems?


AMD is not making any 28nm APUs at TSMC this year.........only their discrete GPUs are now 28nm at TSMC if I remember correctly. AMD claimed they were very satisfied with their 28nm GPUs at TSMC. I think 28nm APUs at TSMC is next year. TSMC should have a much more mature 28nm process by then. Can anyone confirm what I claimed? We certainly would not want to spread any Bull Shit on Toro Caca.

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From: neolib2/16/2012 9:41:15 AM
of 9754
 
theinquirer.net 

Some additional comments on Demers exiting AMD. Says it was on good terms, not forced out.

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From: neolib2/16/2012 9:43:11 AM
of 9754
 
theinquirer.net 

Claims that Meg is going to duke it out with iOS and Android after all. TWT.

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To: THE WATSONYOUTH who wrote (4948)2/16/2012 9:47:18 AM
From: neolib of 9754
 
It was going to be late Q2 for two devices in the family, and Oct for the rest. IIRC, the June two were higher end parts (A10 and A8) so note sure how they would play for laptops, and certainly not in Ultrabooks (Oops, Ultrathins!). So it looks like Q4 for consumer notebooks with Trinity. At least they should make Xmas. Well, that is if AMD can stick to a schedule better than Intel with Ivy Bridge. IV is getting close to being a year late from Intel's original claims. Perhaps its yields on those 3D transistors??

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To: Toro Caca who wrote (4949)2/16/2012 9:52:49 AM
From: neolib of 9754
 
Actually the link I gave claimed the sizes were similar. And FYI, FPGA's now for a number of generations have had some very high speed transistor needs, because of serial I/O. Nobody expects designs implemented in FPGAs to run at anywhere near the speed of custom logic for obvious reasons. This does not mean the process they are implemented on is deficient. In fact, if you read the link, it would appear to be the case that Altera used the CPU process, whereas Xilinx not to. The article was basically about why they chose not to, and they were beating up on Altera (without naming them) for an inferior choice (in their opinion of course).

BTW, IIRC, Intel has agreed to fab some FPGA's on 22nm bleeding edge as well. Forget the name of the company, it was some startup.

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To: THE WATSONYOUTH who wrote (4950)2/16/2012 9:55:11 AM
From: neolib of 9754
 
You are correct. The 28nm APUs were cancelled, and now its 2013 before AMD is 28nm for them.

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From: neolib2/16/2012 9:58:11 AM
of 9754
 
AMD not getting much of a pop from IB being delayed. IMHO, that is the best news for AMD in 1H12. Although the idea that vendors have excess inventory of notebooks and Intel has excess inventory of SB is not good news I guess. Says something about the lack of red hot demand in the sector. Wonder what happens to Intel's GM on those 22nm fabs sitting there waiting to crank out 22nm IB? Will they be underutilized, or is Intel stockpiling? I suppose yields might be low and that might explain more??

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To: Toro Caca who wrote (4949)2/16/2012 10:09:58 AM
From: fastpathguru of 9754
 
neolib, Mainly I'd think Xilinx's 28nm parts are much bigger than AMD's APU and GPU's from TSMC. So one would expect much worse yields??

Hate to burst your bubble, but FPGA's are not the same as APU's. Yes, FPGA's are larger die ... but much more regular design that
don't push all the design physical layout corner cases AND how many FPGA's operate at 3+ ghz. You sound like you come
from the school of ... designs is designs ... processes is processes ... and ... parts is parts.

I could have sworn there are GPUs and CPUs rolling off TSMC's 28nm lines right now.

Is it subconcious, or do you actually choose to ignore information that contradicts your agenda? Perhaps it just evaporates as you distill your argument down into a single catch-phrase that's meaningless to anyone not in your little hate-club.

fpg

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