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An SI Board Since December 2010
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Emcee:  neolib Type:  Moderated
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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16213AMD RX 480 Hits US Stores, Supply 25x Larger Than GTX 1080 At Launch WCCFtech -1FUBHO6 hours ago
16212If true that would be very interesting as its TSMC vs GF, although a significantneoliblast Friday
16211 Halo coming off? semiaccurate.com fpgfastpathgurulast Friday
16210Interestingly, yesterday a Microcenter branch in Overland Park Kansas revealed rzborusalast Friday
16209Quite a good read. There is little doubt Mantle and MS's DX12 is going to grzborusalast Friday
16208So far this year nothing has been early for them. I'm not thinking that wilneoliblast Friday
16207<i>I'm trying to recall when AMD last released any major product earlyTHE WATSONYOUTHlast Friday
16206I'm trying to recall when AMD last released any major product early. I can&neoliblast Friday
16205 AMD Celebrates Vega 10 Rollout "According to official sources at AMD, we Vattilalast Thursday
16204 AMD Zen chipset design issue could increase costs for motherboard players Monineoliblast Thursday
16203ucdavis.eduneoliblast Wednesday
16202Intel coughs up another datapoint on density: <i>For those into statisticneoliblast Wednesday
16201Soitec exits the solar segment, refocuses on electronics, and raises more capitaVattilalast Wednesday
16200RIP: eetimes.com;neoliblast Tuesday
16199That looks a bit better than normal Q3 seasonality, but Q2 is IIRC normally therzborusalast Tuesday
16198That looks a bit better than normal Q3 seasonality, but Q2 is IIRC normally the neoliblast Tuesday
16197PC shipments to rise 20% in 3Q16 "Judging from the current order visibilitVattilalast Tuesday
16196China takes the SC lead with a home baked CPU: eetimes.comneoliblast Monday
16195 Fujitsu picks 64-bit ARM for Japan's monster 1,000-PFLOPS supercomputer &qVattilalast Monday
16194 AMD working on 7nm 48 core processor "...it looks like AMD has a 7nm prodVattilalast Monday
16193in this case everyone had 24 hours notice. the upgrades started coming the day bgzubeckJune 18
16192The spike in the last couple of days is reminiscent of some prior AMD moves (eitneolibJune 18
16191I would not bet against her.rzborusaJune 17
16190She is also a good deal richer, even though her options priced at 2.84 or so IIRneolibJune 17
16189maybe su is giving fund managers an opportunity to look good in their portfoliosrzborusaJune 17
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