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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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ReplyMessage PreviewFromRecsPosted
13655A little more info on GF's 14nm ramp, with an interesting twist: semiwiki.cneolib-yesterday
13654Here BTW is EETimes take on the ARM info: They say three of the funeolib-Saturday
13653This headline at SA (paywalled article) seems to imply that Qualcomm has a 2'neolib-Saturday
13652MediaTek showed off a working A72 based chip in early March, but I think it was neolib-Saturday ....I can't wait to see either Apple A9 or Qualcomm Kyro oTHE WATSONYOUTH-Saturday
13650Thought this would be relevant for the second half of the year concerning amd angzubeck-last Friday
13649deletedengineer-last Friday
13648MediaTek to displace Intel as top tablet SoC vendor in 2015: IMHO,neolib-last Friday
13647Acer with the cheerful news they intend to be the last man standing in PCs: theneolib-last Friday
13646Its starting to look like a trend developing for semis in '15: digitimes.coneolib-last Friday
13645Altera comes in on the light side, and guides for more. Xilinx guided for soft neolib-last Thursday
13644Samsung in their normal odd manner, gives Spreadtrum a few mobile sockets: digineolib-last Thursday
13643Don't get me wrong, I think Carrizo is a fine engineering design. I might wneolib-last Thursday
13642Ouch! I have 3-phase in my house, 240V, but what lots of people don't seem neolib-last Thursday
13641Which would I buy? Depends. Amd has had years to get 28nm refined. It might takegzubeck-last Thursday
13640early days of Qualcomm, we had this old building which had crappy power. So we hengineer-last Thursday
13639I once got 5Kv off an open Tek oscilloscope CRT power supply cap. Fortunately neolib-last Thursday
13638i am glad the highest voltage i deal with is 48v. got shocked with 220v a couplemuzosi-last Thursday
13637I should admit to being briefly confused on something similar however. I once wneolib-last Thursday
13636most ees have never heard of, let alone worked with, un-pfced ac systems ...muzosi-last Thursday
13635 even an fpga programmer knows power is measured in amps not volts ... Good thimuzosi-last Thursday
13634I recall once having an interesting discussion with an EE who was in his 30'neolib-last Thursday
13633<i>even an fpga programmer knows power is measured in amps not volts ...&lneolib-last Thursday
13632and in eetimes no less. I guess it is true, all EEs these days are FPGA programmmuzosi-last Thursday
13631Marketing is why. We are going to hear endless chatter about how Carrizo is WAYneolib-last Thursday
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