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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.
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15109$INTC stock price range reflected by option market over next 30-days is $32.90 -SybilNicolas5 AM
15108I don't know what this will mean to the Linux community: Michel Danzer, a grzborusayesterday
15107Here is an article on the Surface 4 cooling strategy:; I doubt theneolibSunday
15106Which I why I think Apple on TSMC/Samsung beats Intel on power/performance (and neolibSunday
15105<i>Intel is great at spin, on that density advantage claim.</i> ...THE WATSONYOUTHSunday
15103aren't all the core I5 with fans?................ iPad Pro (A9x) is fan lessTHE WATSONYOUTHSunday
15102Oops, I read that backwards, the raw data is on the left, "normalized"neolibSunday
15101Intel is great at spin, on that density advantage claim. Here is the graph theyneoliblast Saturday
15100All in all Apple is getting their mobile SoCs in the range of Macbook CPUs. Theneoliblast Saturday
15099On the GPU side: <i>Things are even more impressive on the GPU side, wherneoliblast Saturday
15098A9X vs some Intel chips: [graphic]neoliblast Saturday
15097Apple A9X Geekbenches > 3K single-core: arstechnica.comneoliblast Saturday
15096The Week In Review: Manufacturing Intel’s 14nm woes; Samsung’s new memory; GF’FUBHOlast Saturday
15095Mentor Graphics really clobbered today, down 36% after there CC yesterday.neoliblast Friday
15094All the subsystems on my new Skylake i5 (SSD, NVidia 960m, 8GB RAM) are better/fTimFlast Friday
15093All the subsystems are much faster now too. I think Windows 10 is faster as welFUBHOlast Friday
15092Some comparisons of old CPUs to new CPUs Comparing Today's Modern CPUs To ITimFlast Friday
15091From the same link, the Japanese semis continue their downward slide, except forneoliblast Friday
15090Samsung continues to close the gap on semi sales vs Intel: <i> LONDON—Samneoliblast Friday
15089Yeah, but in the last few years INTC was in the depths of PC depression while moneoliblast Friday
15088QCOM had surpassed INTC in market cap in recent times. They are now well below FUBHOlast Friday
15087From Intel's revelations for the day, cap ex back to $10B for 2016, but 1.5Bneoliblast Thursday
15086GeForce + Radeon: Previewing DirectX 12 Multi-Adapter with Ashes of the SingularTimFlast Thursday
15085$AMD is anyone at 3.05 again?SybilNicolaslast Thursday
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