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17677 194 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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17677<i> were every generation we can get a full stack of competitive GPU produneolibyesterday
17676 PC Gaming Hardware Market Minting Billions "Comprised of pre and DIY builVattilayesterday
17675 Global VR production value to take off in 2017, says TCA chairman "GlobalVattilayesterday
17674 More fighting talk from Papermaster: Most proud of "the team&qVattilayesterday
176736.5K of tomorrow's $8c's traded on OI of 40K. Also 7.9K of the 10c'neoliblast Thursday
17672I would assume something more tangential, like their exit from mobile SoCs. Butneoliblast Thursday
17671 > Intel is exiting from some "major market" Positioning themselveVattilalast Thursday
17670Chip Sales Grew 1.5% in ‘16, Gartner says "The semiconductor industry'Vattilalast Thursday
17669An SA article on AMD's Infinity Fabric: semiaccurate.comneoliblast Thursday
17668Charlie at SA opines that Intel is exiting from some "major market" buneoliblast Thursday
17667Those sound like very bad developments, rather than interesting.FUBHOlast Thursday
17666If I were an insider I would be selling some of my shares after such a big run ustsimonlast Thursday
17665Two more insiders sell AMD shares, on Sunday, at 9.96. At least these two stillneoliblast Thursday
17664Interesting developments in GF's backyard:;neoliblast Thursday
17663Ziilabs is the reincarnation of 3Dlabs, so they do go a long ways back in GPUs. neoliblast Wednesday
17662U.S. begins patent probe of graphics processors, DDR memory controllers neoliblast Wednesday
17661AMD has 177K calls in the money for Friday, with 55.5K of those being $5 and belneoliblast Wednesday
17660Lam, AMD, Applied Tops in Redstone’s Upbeat Chip Outlook. -tTGPTNDRlast Wednesday
17659Chip Gear-Maker ASML’s Forecast Beat Estimates, Shares Rise by Ellen Proper JaFUBHOlast Wednesday
17658Bought AMD180119C10 50 to open @ $2.47. (+1200 shares, 600 in an incorrect accouTGPTNDRlast Wednesday
17657Charlie's face should be on the front of one of those trains on PBS like Thorzborusalast Wednesday
17656I suspect that your conjecture is accurate.stsimonlast Wednesday
17655AMD was due for a pullback IMHO, but I wonder if some of the action in the last neoliblast Tuesday
17654SA article on Vega: semiaccurate.comneoliblast Tuesday
17653 Mark Papermaster, CTO, AMD on Ryzen, Radeon Instinct, VEGA and more | Vattilalast Tuesday
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