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An SI Board Since December 2010
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12324 159 1 AMD
Emcee:  neolib Type:  Moderated
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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12324Hello TWY, No, that was reminisces of past friends and folks. I don't consiTGPTNDR-yesterday
12323You got him on the wrong plane, he was niceguy767 not 747. He had an obsessionneolib-yesterday
12322Pretender, don't forget scumbria, night sky (niceguy747, voice to text made rzborusa-yesterday
12321<i>I miss all the folks who made sense</i> ......welcome back.....THE WATSONYOUTH-yesterday
12320Hola, tgptndr...yes I do miss all those posters on the old amd board. Its alwaysgzubeck-yesterday
12319Of course most the excitement has gone from AMD as well, so that unfortunately dneolib-Monday
12318Thanks for that post, it brought back lots of memories. I used to like the Realneolib-Monday
12317Re: You might get lucky if they get bought by someone, ...> I might or I mTGPTNDR-Monday
12316Semiwiki article on process density, which shows pretty clearly that the Foundrineolib-Monday
12315Early 2014 PC "growth" in Japan might have been tax driven: digitimesneolib-Monday
12314In a comment at the EETimes link, Rick Merritt says TI is working on 64-bit versneolib-Monday
12313The TI version has PayPal interest, and telcoms. neolib-Monday
12312HP is finally shipping ARM servers: eetimes.com; X-Gene, and oddly a TI based neolib-Monday
12311 Cadence Unveils Broad IP Portfolio for New TSMC 16nm FinFET Plus Process Silicmuzosi-Monday
12310<i>Only bets I have, in the area of chips and computers, are a couple of hneolib-Sunday
12309neo, Re: Intel will be happy if they can keep good margins in the PC space, TGPTNDR-Sunday
12308Mentor Graphics and TSMC on 10nm EDA: mentor.comneolib-last Friday
12307Apple iPad Pro rumors: theinquirer.net A8X SoC, and to arrive in April. If Saneolib-last Friday
12306EETimes article on the Intel/Spreadtrum deal, but not much actual info unfortunaneolib-last Friday
1230528nm has been running at capacity, and TSMC has the vast bulk of it. Samsung waneolib-last Friday
12304<i>28nm 300mm revenue per wafers (US$5,850).</i> .....doesn't THE WATSONYOUTH-last Friday
12303The key point was the bolded statement about profits. TSMC and Samsung are in aneolib-last Friday
12302Digitimes article on how leading edge process is driving the foundry biz, but faneolib-last Friday
12301The point is that a very historic event is currently happening in the fab space,neolib-last Friday
12300I'm pretty sure Apple is getting low prices on 20nm, and they were very nearneolib-last Friday
12299Yes and no... The desktop space requires mature yields because they design biggegzubeck-last Friday
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