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18742 199 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.
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18742AMD catching up to Intel in South Africa “There’s been a significant uptake of Vattilayesterday
18741The Best CPUs "Last month AMD took the covers off their hotly anticipated Vattilayesterday
18740But it won’t happen yet in France – a country whose political system has more inFUBHOyesterday
18739.....your man............ salut, President Macron......adieu, la France breitbTHE WATSONYOUTHyesterday
18738Looks like AMD closed right at the 50dma today, having been under it since the GneolibTuesday
18737<i>I can see how that might help him...</i> ....doesn't need aTHE WATSONYOUTHTuesday
18736The old ones are set in they's ways .. Could be trouble when you decide torzborusaTuesday
18735I'm young enough that nothing needs planting. Just looking for the harvest. Pravin KamdarTuesday
18734Well, at least he is an enterprising young man..., LOL!neolibTuesday
18733It could be part off the Master Plan, ... I think politicians are starting youngrzborusaTuesday
18732Well in a country that normally has the reverse problem, old married men having neolibTuesday
18731TensorFlow Processor Unit Architecture | by Dylan Raithel on Apr 24, 2017. EstiFUBHOTuesday
18730Cpu Ryzen 1600....$219 Asrock AB350...$90 GSkill Memory 16GB....$119 Saphire RadgzubeckTuesday
18729<i>VIX has collapsed, down 22% currently, I'm assuming due to the FrenTHE WATSONYOUTHTuesday
18728Are we gonna have MBs with no processors? AMD Ryzen 5 1600 3.4 GHz 6-Core ProcePravin KamdarMonday
18727Amazon link for ranked CPU sales: I wanted to compare Ryzen to compPravin KamdarMonday
18726I am with you. It is like if you are in a coma with Iv feeding and wake up hungrzborusaMonday
18725IMHO, the main thing is that at least for '17, and especially Q1 and Q2 of &neolibMonday
18724 I wonder why they chose that timing, LOL! Ha ha, just after they canceled IDF. rzborusaMonday
18723Motherboard shipments may see over 10% decline in 2017 Monica Chen, Taipei; JoseneolibMonday
18722I find the timing of this odd, as its one day after AMD reports for Q1: semiaccneolibMonday
18721I think we are going to have some nice times for a couple of years, maybe longerrzborusaMonday
18720Already bought Ryzen. Bought more shares on dip as well. Think I thanked them goKrigannieMonday
18719AMD rolls out a dual core GPU card because that looks like it should compete witneolibMonday
18718Looks like a good bounce for most the semis in the premarket. VIX has collapsedneolibMonday
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