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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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14539Yet another Digitimes article claiming PC outlook improving: <i> Chip oneolibyesterday
14538Anandtech on the Nano out today: Shipping on Sept 10. neolibyesterday
14537Yeah, and it is funny seeing Oracle work for "low cost" as a chip/systneolibyesterday
14535it was not clear from their description if they went from CPU to PCIe, then to iengineerWednesday
14534Some good news for PCs?? Asustek seeing notebook shortages in Europe, says paneolibWednesday
14533 China wanting to buy foreign semi cos: Digitimes Research: China government toneolibWednesday
14532I think it is yet another data point on why AMD kicked the can down the road on neolibWednesday
14531The quoted numbers were specint_rate and I think those are about equal to the E7neolibWednesday
14530El Reg as more on Oracle:
14529From the last link this as well: Oracle announced at Hot Chips a new server prneolibTuesday
14528yea, and a specint value about 4x of intel best..... funny that Intel presentedengineerTuesday
14527Chinese no-name shows up at Hot Chips with a 64 core custom ARM v8 server chip (neolibTuesday
14526BBY at least was a bright spot today for electronics.neolibTuesday
14525amd presented the R9 fury at Hotchips. wccftech.comengineerTuesday
14524I think this is interesting and somewhat a result of the Fad: WneolibTuesday
14523China drops another 5.5% starting the Tues session. At some point the rest of tneolibMonday
14522One interesting note on AMD exec options: Kumar, Norrod and Papermaster all gotneolibMonday
14521BRCM has slipped quite a bit from the 54+ price of the sale. I think the marketneolibMonday
14520Today, with almost zero volume so far the OI is: $1.0: 133,785 (stayed the saneolibMonday
14519Geez, AMD has been green today, and close to it currently.neolibMonday
14518AMD Details Engineering Firsts in APU Power Efficiency and Die Stacking AchievedneolibMonday
14517Looks like another crash for the day shaping up. In the pre, AMD is giving backneolibMonday
14516I find AMD on this list a bit odd: <i>TSMC growing its 16nm client base JneolibMonday
14515There is huge OI in AMD Oct puts: $1.0: 133,785 $1.5: 76,918 with volume of 2neolibSunday
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