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14215 171 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.
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ReplyMessage PreviewFromPosted
14215IIRC, AMD is licensing back their IP for integration into AMD SoCs, that is AMD neolib5 hours ago
14214> [ASMedia] may feel the impact of AMD's poor performance in the PC induVattila5 hours ago
14213Don't you think it might be better if Mr Boozer didn't insist that Intelrzborusa6 hours ago
14212We are aware of your posting history. It ain't great...neolib7 hours ago
14211Can you provide a link on the Bulldozer being 40% faster than Intel's offerineolib7 hours ago
14210Can you say Phablet? As I've been pointing out for years, its the 5+inchersneolib7 hours ago
14209You need to tone down the insults.neolib7 hours ago
14208You seem to be totally unaware of Mr Boozer's posting history.SonnyListon6 AM
14207The 15% comes from the same place as Bulldozer being 40% faster than Intel'sSonnyListon6 AM
14206How can Fadlets be in decline when the likes of yourself & Mr Guru insist thSonnyListon6 AM
14205Don't you think it might be better if Mr Boozer didn't insist that IntelSonnyListon6 AM
14204Xilinx tapes out the 16nm Zynq follow on: Unfortunately I think neolibyesterday
14203 ASMedia may be impacted by AMD poor performance Monica Chen, Taipei; Joseph Tsneolibyesterday
14202Production of new iPhones is claimed to have started: So likely neolibyesterday
14201please don't feed the trolls ...muzosiyesterday
14200There were options exp. today, not tomorrow. 2.5's had most the OI, so not neolibThursday
14199<i>I would hazard that the major exec shuffle at Intel is yet another datTHE WATSONYOUTHThursday
14198Having two at the helm seldom seems to last long...neolibThursday
14197I've posted a number of other articles of recent pointing to continued PC weneolibThursday
14196Thanks for the drive by listy, I didn't know you cared.rzborusaThursday
14195I read it as people leaving, not people getting moved on for issues. They did nengineerThursday
14194Or...this is a zero sum game with Intel...gzubeckThursday
14193Usually that steep a pop has some correlation. Have of it given back now.neolibThursday
141925-10% fluctuations in penny stocks are the rule rather than the exception.FUBHOThursday
14191I would hazard that the major exec shuffle at Intel is yet another data point inneolibThursday
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