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16035 190 1 AMD
Emcee:  neolib Type:  Moderated
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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16035Because AMD has only done really well when they were out in front of Intel: Thneolib49 seconds ago
16034i just dont get your fascination with 10nm....14nm will be plenty power efficiengzubeck21 minutes ago
16033Nvidia is printing money, and so far, AMD is not. Further Nvidia has succeeded neolib2 hours ago
16032if it doesnt freely float its rigged. printing shares to create an alternate reagzubeck3 hours ago
16031Gzu, if you are over reacting it is just a little. Some of the bond holders prorzborusa6 hours ago
16030what does that mean? there is some kind of trench warfare going on. another way gzubeck8 hours ago
16029somebody is actively manhandling amds stock. looking at nvidia going up over a $fastpathguru8 hours ago
16028somebody is actively manhandling amds stock. looking at nvidia going up over a $gzubeck9 hours ago
16027I would say that there is roughly a 100.000% chance that it is fully HSA compliaPravin Kamdar10 AM
16026They didn't mention if it is being designed with HSA in mind. On a relatneolibyesterday
16025This is big news and will be great for AMD. Now I wish I hadn't gotten spookPravin Kamdaryesterday
16024This is interesting:; SAN JOSE, Calif. β€” Seven chip makers will dneolibyesterday
16023I'll make two predictions about VR: 1) Most people will view it as a noveltneolibyesterday <i>Snapdragon chips needed β€œto change way they handshake with neolibyesterday
16021This is worth a read on Zen: semiaccurate.comneolibSunday
16020Oped on TPU at Google and what it might hint at for the semi sector: semiwiki.cneolibSunday
16019You wouldn't even link me to this 1.8B transistor super chip you built withoFUBHOlast Saturday
16018Those on the board that know me, know it is true and understand what I build. I engineerlast Saturday
16017It is easy to see how full of it you are - fantasy boasts of bullshit. Of coursFUBHOlast Saturday
16016I guess there is a good reason I had you on ignore and can't send you a privengineerlast Saturday
16015Link us to your fantasy chip crackpot...FUBHOlast Saturday
16014not sure I follow your comment. Just finished I and it is on our web site. So whengineerlast Saturday
16013Sure you did.FUBHOlast Saturday
16012This is laughable. Tight schedule? I will bet he had a huge budget. I built a cengineerlast Saturday
160112 new 52 week NDX high(s) 05/20/2016 Close Volume AMAT 22.66 53377072 NVDA 44FUBHOlast Friday
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