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16450 188 1 AMD
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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16450...I'm trying to initiate a comparative transistor density thread over on IHTHE WATSONYOUTH9 minutes ago
16449Yeah, I don't like the market highs currently, given high beta AMD, and withneolib49 minutes ago
16448<i>I was gone for a few days, but I see it did top $7 briefly. MeanwhileTHE WATSONYOUTHan hour ago
16447Spreadtrum snags another Samsung socket for a low end SoC with LTE: digitimes.cneolib8 AM
16446I was gone for a few days, but I see it did top $7 briefly. Meanwhile, ADI buysneolibyesterday
16445WSA: There are provisions. I am sure Lisa is well advised. SoundsrzborusaWednesday
16444 RX 480 sales update from OcUK: "AMD are also aware that we have nearly 10VattilaWednesday
16443Copied this from Yahoo>Nvdia> by Bd: "Reason review sites don't rzborusaTuesday
16442 > multi-GPU? The WX cards are not. See specs here: The SSG VattilaTuesday
16441These are Polaris, so are they multi-GPU?neolibTuesday
16440 Lots of announcements from RTG today: Radeon Pro SSG — GPU with SSD on-boardRadVattilaTuesday
16439Patton was recently acquired by GF with the IBM semi deal. GF appears to be incneolibMonday
16438Found this on GlobalFoundries plans for 7 nm and EUV: "GloFo’s 7nm processVattilaMonday
16437EUV is now pretty much for 5nm, at least per TSMC, where 10nm is already in pre-neolibMonday
16436Over at Yahoo, soon to be Verizon, AMD Message Board> Some talk about the WarzborusaMonday
16435> But IMHO, [skipping 10 nm] would be bad news for AMD. Well, as a layman haVattilaMonday
16434Yes, I've posted EETimes articles before on GF's 7nm plans via IBM. It neolibMonday
16433 Another embedded design win: Major Pachinko and Pachislot Provider Selects AMDVattilaMonday
16432According to Fudzilla, AMD may skip 10 nm and go directly to 7 nm, although thatVattilaMonday
16431Thanks for posting that. It is very interesting because it seem to be subject tneolibMonday
16430My apologies, I didn't sell. You could likely have had $7 if I had! I agreneolibMonday
16429the stock is way ahead of itself... The Samsung news, although it has been hinterzborusaMonday
16428 AMD Diversifies 14nm Manufacturing With Samsung Patrick Moorehead confirms rumVattilaMonday
16427<i>You should hang on, I'm going to dump my final 10% shortly, and theTHE WATSONYOUTHMonday
16426You should hang on, I'm going to dump my final 10% shortly, and then it willneolibMonday
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