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An SI Board Since December 2010
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19718 210 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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19718 AMD is 2nd in CNBC's IQ100 cnbc.combit3yesterday
19717....check out this thread...........this pareti guy is an Intel lifer siliconinTHE WATSONYOUTHyesterday
19716And a final article from EETimes deals with an issue that I think is going to beneolibyesterday
19715Meanwhile AMD chatters about 7nm at GF: eetimes.comneolibyesterday
19714Samsung has great hopes for the Foundry biz: eetimes.com; Wants to nearly tripneolibyesterday
19713Yeah, damn. I remember when they had to sell Spansion for probably quite a lossrzborusayesterday
19712<i>too bad AMD came up with x86-64 when they did </i> That programTigerPawyesterday
19711Intel seems to be behind in Interposer tech. If this is so, they are going to brzborusayesterday
19710TSMC to expand CoWoS capacity to fill increasing AI chip packaging orders digitneolibyesterday
19709<i>Big day on Tuesday.</i> Yeah, its a nail biter IMHO. They need neolibSunday
19708I love this part (and so true): Intel has exhibited obvious long time quasi-monPravin KamdarSunday
19707Well worth a read on the AMD/INTC server situation for Taiwan server ODMs: digineolibSunday
19706If you guys have any questions about mining I'm more than willing to share mgzubeckSunday
19705We need a techie version of SNL where the newly unemployed Melissa McCarthy coulneoliblast Saturday
19704Yep and I am very pleased with the foundry model. The fud spewed about that sevrzborusalast Saturday
19703I've been pointing out their crappy (for a supposedly successful company) nefastpathgurulast Friday
19702Pravin $1.34 0.05 Neo $1.26 0.04 TWY Pravin Kamdarlast Friday
19701This is amazing: techspot.com PravinPravin Kamdarlast Friday
19700I am going with $1.25 0.03stsimonlast Friday
19699Err, what I meant was that they are still sold out due to miners... I do see a neoliblast Thursday
19698Seriously, neo? nowinstock.net Don't need to check with fudzilla. PravinPravin Kamdarlast Thursday
19697Fudzilla claims the 500 series cards are still selling well to miners: fudzillaneoliblast Thursday
19696Well we made back the Barclays plunge today. Now see if Friday and Monday can tneoliblast Thursday
19695INTC earnings won't start declining significantly until AMD's start incrneoliblast Thursday
19694I was surprised to see how large Intel's debt ratio is. Once their earningrzborusalast Thursday
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