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An SI Board Since December 2010
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12561 158 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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12561The problem is not 5-10%, it is that they didn't see what mobile was going tneolib-7 hours ago
12560If your off by 5-10 percent, oh well, we were projecting out for almost two yeargzubeck-7 hours ago
12559Whether this guy is just parroting Chang, or actually has some more current infoneolib-yesterday
12558The fundamental problem was that 4-5 years ago, nobody at AMD saw this coming, aneolib-yesterday
12557Yes, amd we want to replace intel with your products at bargain basement prices.gzubeck-yesterday
12556Who could have guess, but screen size in smartphones correlates with data use: neolib-Thursday
12555I don't know what to say. how about you may be wrong but you may be right.rzborusa-Thursday
12554Intel clobbered today by Intersil claiming building PC inventory, while AMD not neolib-Thursday
12553 "...the OEMS would jump ship in a heartbeat!" No. The OEMS want to rgzubeck-Thursday
12552sometimes I think the billion dollar boys are watching us just to steal their lurzborusa-Thursday
12551LOL, I bought some today at 2.75 right after the Fed disturbance of the market. neolib-Wednesday
12550added some shares just before the close.rzborusa-Wednesday
12549Nintendo did better than expected, which is a benefit for AMD. neolib-Wednesday
12548Lisa doing the dog & pony show: benzinga.comneolib-Tuesday
12547AMD, Samsung, etc who don't want to be locked out of being competitive in thneolib-Tuesday
12546Yeah, I mean who would want 50-100X their money back with no further risk...FUBHO-Tuesday
12545The list of current investors and their agreements might well preclude such a moneolib-Tuesday
12544If it really did this, there is no explanation for Intel or ARM not buying them FUBHO-Tuesday
12543Yes, it sounds interesting. However, the articles I linked to had rather conflineolib-Tuesday
12542Soft Machines' VISC architecture seems to have attracted serious interest. Vattila-Monday
12541I'd guess the connection now is more from the ARM side. Dell has been dabblneolib-Monday
12540He was the lead designer of the MediaGX and posted on the Cyrix board a few timeFUBHO-Monday
12539Here he (Forrest Norrod) is introducing the PowerEdge Servers with AMD 6200- andVattila-Monday
12538ir.amd.com He had roots in Cyrix and NS x86 efforts, most recently at Dell.neolib-Monday
12537TSMC says they will start risk production of 10nm in Nov '15: semiwiki.comneolib-Monday
12536EETimes article on Soft Machines eetimes.comneolib-October 24
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