Technology Stocks
An SI Board Since December 2010
Posts SubjectMarks Bans Symbol
16670 189 1 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
16670Intel will take a node or two past 10nm to get serious foundry traction.neolibyesterday
16669Apple will NEVER use Intel Custom Foundry! THE WATSONYOUTHyesterday
16668Friends in high places? Almost funny, AMD is really able to clear out old invenrzborusalast Friday
16667How many x86 instructions are there? It’s surprFUBHOlast Friday
16666<i>I'm pretty sure that GF didn't buy (if buy is the right word wTHE WATSONYOUTHlast Thursday
16665....the 14nm IBM process should be SOI (thick BOX) to facilitate deep trench THE WATSONYOUTHlast Thursday
16664I'm pretty sure that GF didn't buy (if buy is the right word when you gePravin Kamdarlast Thursday
16663I would say that time will tell. Maybe 300 IBM process guys will make 7nm at GF Pravin Kamdarlast Thursday
16662A further question is whether it is running at Fab 8 or at a former IBM fab. I&neoliblast Thursday
16661Hot Chips Zen presentation fpgfastpathgurulast Thursday
16660IBM does not own the fab any more, so it has to be in GF foundries. Question isengineerlast Thursday
1665914HP would be a nice surprise, and would make a lot more sense of GlobalFoundrieVattilalast Thursday
16658Regarding GlobalFoundries and morale, I get a sense there is a strong urge to prVattilalast Wednesday
16657I wonder if the 14HP process is actually from IBM rather than a tweak of the Samneoliblast Wednesday
16656I wonder which GF 14nm process Zen uses, because the Power9 will be on 14HP, wheneoliblast Wednesday
16655Yeah, per the article on Power9 posted by FUBHO, I was surprised they had 17 metneoliblast Wednesday
16654 I fully agree — it hit me as well. The urge to show you can do better can be stVattilalast Wednesday
16653I particularly like his comment in the EETimes article that you learn from your neoliblast Wednesday
16652True, this must go to the core of his pride. “We know we’re going to be competitVattilalast Wednesday
16651Yeah I found it interesting that Clark was the lead architect on Bulldozer and Eneoliblast Wednesday
16650Great article — always interesting and enlightening to hear from the engineers. Vattilalast Wednesday
16649One wonders if eDRAM will show up in future AMD server SoCs, and that is also a neoliblast Wednesday
16648EETimes on AMD's Hot Chip Zen talk: Not a lot of detail, more neoliblast Wednesday
16647Big Blue Aims For The Sky With Power9 August 24, 2016 FUBHOlast Wednesday
16646Late in the game but I've been watching this for a while. Bought some $9 calmore100last Wednesday
Previous 25 | Next 25 | View Recent | Post Message
Go to reply# or date (mm/dd/yy):
Copyright © 1995-2016 Knight Sac Media. All rights reserved.Stock quotes are delayed at least 15 minutes - See Terms of Use.