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An SI Board Since December 2010
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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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21524This article claims Intel did respond with significant cuts, but only lists whatneolib8 hours ago
21523So 12 core 1920X now is what the 8-core 1800X was priced at when intro'ed baneolib8 hours ago
21522AMD Fire Sale prices Threadripper 1950X 16 core $700 1920X 12 Core $500 1bit3yesterday
21521Semis and valuations: eetimes.comneolibWednesday
21520OEM's are supposedly making firmware updates available shortly.neolibWednesday
21519It doesn't say anything about how to resolve your system vulnerability... -FUBHOWednesday
21518AMD looks ready to go up. Bullish crossover in MACD and KDJ. [graphic]hollyhunterWednesday
21517U.S. government warns businesses about cyber bug in Intel chips finance.yahoo.bit3Wednesday
21516PC vendors scramble as Intel announces vulnerability in firmware Millions of cobit3Tuesday
21515Lisa has sold 300K shares in Nov, but exercised cr 200K, while Devinder has soldneolibTuesday
21514Yipes, two new Form-4's just up: Devinder sells 20% of this total shares taneolibTuesday
21513The HPE server news looks good, but what we REALLY need is a data center full ofneolibTuesday
21512yep.............looks like max pain at $11.5 for a good while out.....and no reaTHE WATSONYOUTHTuesday
21511Yesterday and today, high-beta AMD hasn't lived up to its name...neolibTuesday
21510.....interesting that initial 10nm Intel process will have no performancTHE WATSONYOUTHTuesday
21509CPU Retail Sales Week 46 @ mindfactory.de [graphic] youtube.combit3Monday
21508He spends some time talking about the risk production in 1H18 for 12nm off of AMneolibMonday
21507New from Jim at AdoredTV: youtube.com PravinPravin KamdarMonday
21506More on the HPE Epyc server, noting the security aspects vs Intel: semiaccurateneolibMonday
21505HPE ProLiant DL385 Gen10 World Record Floating Point Performance globenewswirknyknyMonday
21504Women in Tech: 25 Profiles in Persistence "Lisa Su is president and CEO ofVattilaMonday
21503markets.businessinsider.comPravin KamdarMonday
21502Marvell Is Said to Buy Rival Cavium for $6 Billion in Cash bloomberg.comstsimonMonday
21501I would not brag about that. Every part looks wrong to me.FUBHOMonday
21500HP Performance Pavilion 580-137c Desktop - AMD Ryzen 7 - 4GB Graphics $599 $799NullPointerExceptionMonday
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