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An SI Board Since December 2010
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12687 164 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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12687There hasn't been that much detail, it all stems from KLA's claims that neolib-8 hours ago
12686yea claims made by Samsung.....I don't think Apple is going to go back now tengineer-8 hours ago
12685that's nice!Binary Optionstrader-yesterday
12684Yeah, he seems to at least be well connected in the fabless sector. He is howevneolib-yesterday
12683......this Nemmi guy is the one the Intel iHub board says is a crack pot.......sTHE WATSONYOUTH-yesterday
12682<i> Why the slowing growth in tablet shipments? IDC says it's becauseneolib-yesterday
12681Why upgrade when there's been nothing to upgrade to! I'm sure by the holgzubeck-yesterday
12680IDC: Tough year for tablets, not as bad as thought for PCs In 2014, growth in gFUBHO-yesterday
12679My guess as well. But it could be that the cost of tweaking between the two wonneolib-Tuesday
12678Note good news for the PC world in 2015, turns out almost no growth, and the exineolib-Tuesday
12677If the Samsung/GF copy exact works ..... That's a huge "IF". Copygreg s-Tuesday
12676I've wished for a long time that AMD would start using them as a foundry forneolib-Tuesday
12675Given that Samsung is doing the free sync for amd graphics cards I would be verygzubeck-Tuesday
12674I'm sure it will be. The likes of HiSilicon in network processors will add neolib-Tuesday
12673That article is a little old, and it was viewed somewhat as rumor since the claineolib-Tuesday
12672<i>particularly with Qualcomm's recent comments.</i> They may badger3-Tuesday
12671......found this.....FWIW Samsung To Ship 14nm FinFET Chips THE WATSONYOUTH-Tuesday
12670It is going to be a fun year in mobile. And I think also in ARM server and Netwneolib-Tuesday
12669Of course I don't. But we do have direct knowledge of where 20nm is at giveneolib-Tuesday
12668<i>But TSMC might will still snag Apple for Q3'15.</i> Possiblbadger3-Tuesday
12667Unless you have direct contact and knowledge about where they're at in the 1gzubeck-Tuesday
12666Who knows who those people are. The general rumors are that GF lags Samsung, haneolib-Tuesday
12665AMD's Q3 Computing & Graphics gross was $781M. I don't know what dineolib-Tuesday
12664They aren't maximizing each process node when they are 1 year late getting oneolib-Tuesday
12663Intel process shrink at 14nm is too expensive? semiaccurate.com Read the whole gzubeck-Tuesday
12662Your hooked on process nodes. I'm not. I'm typing this on a quad core 40gzubeck-Tuesday
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