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15502 179 1 AMD
Emcee:  neolib Type:  Moderated
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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15502Both AMD and INTEL jumped about 2:30. The broker boys came back from their threrzborusaan hour ago
15501One thing I have to say for AMD, it can certainly be a contrarian stock on any gneolib2 hours ago
15500Interesting read at EETimes on AMD and China: eetimes.comneolib7 hours ago
15499I actually think the most macro damage being done is by Saudi Arabia. There arneolibyesterday
15498Yeah, and the problem is that 14nm APU products are in theory more than a year aneolibyesterday
15497In Berlin, you might meet a prostitute with a PhDFUBHOyesterday
15496 With saturation and fatigue in the technology markets so far trusted to bring gVattilayesterday ....well, after some thought, I may well sell the AMD and wait toTHE WATSONYOUTHyesterday
15494> Not a single AMD based system was on display [at Staples]. I had the same Vattilayesterday
15493I'm sure this headline didn't help either INTC or AMD today: benzinga.cneolibyesterday
15492BTW, I was at Staples this afternoon, and took a quick look through the computerneolibyesterday
15491Yeah, I might add some around the end of the Qtr if there has been any positive neolibyesterday
15490AMD down to $1.83.............I think a couple more weeks of this action and it THE WATSONYOUTHyesterday
15489Notably lacking in that was any discussion of the MIPS line. I wonder if they aneolibTuesday
15488 CEO of Imagination Tech, Hossein Yassaie, steps down Also, the sale of Pure (tVattilaTuesday
15487Some updates on the quake: digitimes.comneolibSunday
15486TSMC saying some quake impact on manufacturing: cnbc.comneoliblast Friday
15485Actually, I see the workplace being dramatically changed by VR, at least certainfastpathgurulast Friday
15484Samsung 128Mb SRAM on 10nm paper at ISSCC: eetimes.comneoliblast Thursday
15483I'm waiting for a Zen APU, hopefully the Zen cores are fully debugged by theneoliblast Thursday
15482Google is said to endorse ARM server chips, but don't get excited yet Two yFUBHOlast Thursday
15481 I would be leery of being a first adopter of the Zen chip. TigerPawlast Thursday
15480<i>AMD parts on GF 14nm are due mid-year, so they will indeed be producingbadger3last Thursday
15479AMD parts on GF 14nm are due mid-year, so they will indeed be producing 14nm parneoliblast Thursday
15478I think they announced they are going solo on 10nm though (not licensing Samsungbadger3last Thursday
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