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An SI Board Since December 2010
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Emcee:  neolib Type:  Moderated
Update on 8/16/16: At IDF, Intel announced they are broadly licensing and supporting ARM IP on their 10nm Foundry process, and presumably going forward. Having thrown in the towel on mobile SoC's and Contra Revenue earlier this year, this would appear to be RIP for x86 in both mobile and likely IoT. Instead, Intel appears to want to compete with the Foundries for the wafer volume those markets offer. Since it takes years to build IP and customer relationships, and Intel has a checkered history of being a reliable partner and silicon scaling is near the end, this will be a very interesting development to watch over the next 5-10 years.

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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17299QCOM outs a 5G modem: semiwiki.comneolib9 hours ago
172988.8K vol on Dec 9, 9.00C when the OI was only 3.3K. It will be interesting to sneolibyesterday
17297I would think GF/IBM semi might make use of this: eetimes.com; Seems kind of nneolibyesterday
17296At the bottom of this link you will see that FPGA IP is coming to GF's 22nm neolibyesterday
17295At least a steady claw back today. We just might hit a new high in a runup to tneolibyesterday
17294I must be a dinosaur because I still use Point and Figure Charts. realmoney.thestsimonyesterday
17293ARM server SoCs and China Inc: eetimes.com;neolibSunday
17292...from the reference: <i>Initially used by U.S. military in 1960s, SiliTHE WATSONYOUTHSunday
17291 SOI forecast and application areas: Silicon on Insulator Market -Positive LongVattilalast Saturday
17290I wonder if FDSOI will enable higher performance but still low power ADC/DACs asneoliblast Friday
17289 Sony-Inside Huami Watch: Is It Time for FD-SOI? "As to why it has been soVattilalast Friday
17288Soitec on the rise google.com At €1.07, it is still down 96% from ~€28 back inVattilalast Friday
17287Worth a read on RISC-V. eetimes.com AMD has some interest. Nvidia and IBM as neoliblast Thursday
17286NVDA hammered quite well today too. That one is more deserved IMHO. Regardinneoliblast Thursday
17285If by end of the day you include after hours, you came close...neoliblast Thursday
17284AMD sells off pretty reliably when it hits 70 on the RSI, which it did recently.stsimonlast Thursday
17283Sold today 3200 shares @$8.38. Bought 50 -AMD180119C7 @ $2.85. -tgpTGPTNDRlast Thursday
17282i bet amd will be back up over 8.50 before the end of today.gzubecklast Thursday
17281Funds are selling tech to buy oil.stsimonlast Thursday
17280Intel unlocking lower end Kaby Lakes in '17. talkmarkets.comneoliblast Thursday
17279Quite the plunge this am, despite no news that I see. I'm trying to think tneoliblast Thursday
17278MediaTek chasing automotive now: eetimes.com; As I've often stated, Intel neoliblast Thursday
17277One wonders how quantitative those "performance demonstrations" will bneoliblast Wednesday
17276SUNNYVALE, CA -- (Marketwired) -- 11/30/16 -- AMD ( NASDAQ: AMD) announced thneoliblast Wednesday
17275<i>no independent benchmarks on anything yet</i> Yes, that will be neoliblast Wednesday
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