Technology Stocks
An SI Board Since December 2010
Posts SubjectMarks Bans Symbol
14420 172 1 AMD
Emcee:  neolib Type:  Moderated
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
14420Oops for Nvidia: theinquirer.netneolibyesterday
14419I've long wondered if this were possible: Seems it is, but no neoliblast Friday
14418EETimes article on addition ReRAM approaches other than Intel/Micron: eetimes.cneoliblast Friday
14417Per EETImes, Samsung specifically stated: <i>Meanwhile, earnings of the cneoliblast Friday
14416 MediaTek posts lower revenues and profits for 2Q15 Jessie Shen, DIGITIMES, Taineoliblast Friday
14415If you do hardware design, what do you think of this: Interestingneoliblast Thursday
14414In Samsung's report, mobile continued to slide, but semis roared up 83%. Thneoliblast Thursday
14413More semi slowdown data:; UMC expects weaker 2H and lower capacityneoliblast Thursday
14412About 1 July Niko Partners had estimated Xbox and PS4 sales for 2015 to be some Mark O. Halversonlast Wednesday
14411If $MU isnt back to $30 by YE I will be shocked. $30 to $17 in 6 months, it can SybilNicolaslast Wednesday
14410A possible indicator might be Hong Kong, but I can't find good stats on consneoliblast Tuesday
14409Yeah I agree even low % of the potentially large numbers would be good news. I&neoliblast Tuesday
14408Thanks for your observations, I'm sure you're right. Re Chinese gamers,Mark O. Halversonlast Tuesday
14407I'm not a gamer myself, but the one observation I'd make is that consoleneoliblast Tuesday
14406 Good question, I don't know, but seems reasonable it may have been part ofMark O. Halversonlast Tuesday
14405You posted it on this board. I wonder if this is tied to the agreement this weeneoliblast Tuesday
14404Intel and Micron Produce Breakthrough Memory Technology New Class of Memory UnlFUBHOlast Tuesday
14403Yes you are the source on that article, thanks. The only thing I can add is thatrzborusalast Tuesday
14402Intel and Micron team up to launch a new class of computer memory July 28, 201FUBHOlast Tuesday
14401China on Sat morn (EDT) allowed game consoles unrestricted sales and access. ArMark O. Halversonlast Tuesday
14400 Yesterday I read China is opening its market to game boxes can't find the arzborusalast Tuesday
14399Phablets continue to pound tablets: digitimes.comneoliblast Tuesday
14398EETimes article on teardown of Fury GPU and HBM stack.;neoliblast Monday
14397More leaks on Skylake: I think its becoming more clear why AMD is gineoliblast Monday
14396Saturday morning (EST) China lifted restrictions on gaming consoles. Consoles, Mark O. Halversonlast Monday
Previous 25 | Next 25 | View Recent | Post Message
Go to reply# or date (mm/dd/yy):
Copyright © 1995-2015 Knight Sac Media. All rights reserved.Stock quotes are delayed at least 15 minutes - See Terms of Use.