SI
SI
discoversearch

Technology Stocks
AMD, ARMH, INTC, NVDA
An SI Board Since December 2010
Posts SubjectMarks Bans Symbol
20490 213 0 AMD
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.
Previous 25 | Next 25 | View Recent | Post Message
Go to reply# or date (mm/dd/yy):
ReplyMessage PreviewFromPosted
20490<i>This shows less than 70% yield on a 200mm^2 die with 0.2 defect densityTHE WATSONYOUTH6 hours ago
20489Besides, I would have a hard time believing GF equals Samsung for DD on 14nm.neolib7 hours ago
20488This shows less than 70% yield on a 200mm^2 die with 0.2 defect density. isine.FUBHO8 hours ago
20487Here is Samsung's claimed defect density on 14nn FinFET. Can you translate FUBHO8 hours ago
20486I didn't know that. partner.amd.comTHE WATSONYOUTH8 hours ago
20485yesTHE WATSONYOUTH8 hours ago
20484> ...of course..........I'm not counting die that are salvaged for Ryzen Vattila9 hours ago
20483Yeah, the point is AMD has a single die design, and MANY products, which makes fneolib9 hours ago
20482<i>When you consider that Threadripper has 2 completely unused die in eachTHE WATSONYOUTH1 PM
20481 So you assert that more than 5% of the dice are thrown away? Could it be thaTHE WATSONYOUTH12 PM
20480Four times the volume AMD/Intel shares traded so far today. Quite a bit more dorzborusa12 PM
20479perhaps on a 1mm by 1mm die in 28 nm, it is possible. On the AMD die, they willengineer12 PM
20478When you consider that Threadripper has 2 completely unused die in each unit, thneolib11 AM
20477 > I understand that AMD wafer yield at GF is NOT approaching 95%. So you asVattila11 AM
20476AMD says it has a chip that's will come out in 2018 that is 10x faster than zzpat9 AM
20475I'll take all for Epyc. Intel was fudding that they were all for desktop anrzborusa12 AM
20474We also understand that the majority of AMD wafers are for EPYC. I would say thaPravin Kamdar12 AM
20473 Per our checks, we understand that AMD wafer yield at GlobalFoundires' MaltTHE WATSONYOUTHyesterday
20472barrons.com AMD Ramps ‘Epyc’ Wafers to Steal Intel Server Biz, Says Arthur Woobit3yesterday
20471Geekbench benchmarks: Apple's A11 Bionic is 25% faster in single core and 80FUBHOyesterday
20470Chips Off the Old Block: Computers Are Taking Design Cues From Human Brains NewGlenn Petersenyesterday
20469<<The upgrade by MS rather nicely benefitted MS today, as they were the paDoug M.yesterday
20468The upgrade by MS rather nicely benefitted MS today, as they were the party who neolibyesterday
20467There are dozens of these AI chips sprouting. It will be an interesting field. neolibyesterday
204661.7 trillion yen. My mistake. Thanks. TYO:6702 Fujitsu Ltd FJTSY Fujitsu Lzzpatyesterday
Previous 25 | Next 25 | View Recent | Post Message
Go to reply# or date (mm/dd/yy):
Copyright © 1995-2017 Knight Sac Media. All rights reserved.Stock quotes are delayed at least 15 minutes - See Terms of Use.