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An SI Board Since December 2010
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12536 159 1 AMD
Emcee:  neolib Type:  Moderated
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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12536EETimes article on Soft Machines eetimes.comneolib-yesterday
12535LG rolls it's own SoC (widely anticipated from prior rumors) with the intereneolib-yesterday
12534Another article on the need for custom server hardware: eetimes.com MSFT and Fneolib-yesterday
12533An interesting idea: semiaccurate.comneolib-Thursday
12532Yeah, a bit funny: <i>Successively running the same benchmark leads to lneolib-Thursday
12531....note this core M is 14nm low power Broadwell.....at least this particular onTHE WATSONYOUTH-Thursday
12530Intel chokes on 14nm yet again: app.quotemedia.com mainline Broadwell-E delayeneolib-Wednesday
12529Intel and IBM 14nm preview of papers coming up: eetimes.comneolib-Wednesday
12528Too many products, too few customers? digitimes.comneolib-Wednesday
12527Samsung producing 20nm 8Gb DDR4 chips: theinquirer.netneolib-Tuesday
12526ARM Holdings Drops 8%: Q3 Revenue Misses, Backlog Declines; Q4 Rev View In Line FUBHO-Tuesday
12525Here is an interesting problem: eetimes.com; <i>Newly enabled by the TDAneolib-Tuesday
12524TI had a generally good quarter, and expects more of the same.neolib-Tuesday
12523Phablets continue to gain: digitimes.com <i>As a result, Apple may be foneolib-Tuesday
12522Notebooks still stuck in decline: digitimes.com Digitimes Research: Global noneolib-Tuesday
12521 Intel may stop providing subsidies for mobile solutions; switch to providing sneolib-Tuesday
12520Digitimes pre-release news is showing an article coming up about Intel stopping,neolib-Monday
12519Per this EETimes article: eetimes.com; GF will get on the order of 10K patentsneolib-Monday
12518If they could only snag Apple, or half of Apple's 14nm volume, they would doneolib-Monday
12517Interesting commentary from Forbes on the deal: As the cost of making chips hasVattila-Monday
12516Here is the official IBM press release: www-03.ibm.com Key points: GlobalFouVattila-Monday
12515It’s official: IBM to sell chip-making biz to GlobalFoundries By Barb Darrow 3FUBHO-Monday
12514IBM Paying Globalfoundries $1.5 Billion to Take Unit in Retreat From Chips By AFUBHO-Monday
12513Going into the holiday season without a nicer CPU refresh is pure negligence. I gzubeck-Sunday
12512Look at Xilinx: They had nearly 80% GM's and made $200M on sales of $600M. neolib-Sunday
12511They are lagging about 1 year for 20nm and 16nm vs what Apple and Samsung are doneolib-Sunday
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