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16922 191 1 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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16922AMD has its eyes on Las Vegas with Polaris GPUs AMD and Qualcomm are now modifyiTHE WATSONYOUTH7 hours ago
16921Been a VERY nice week. neolib8 hours ago
16920Normal weekend pull back. Been a good week. rzborusayesterday
16919That's better than Eturd 15 flat up to a certain level IIRC Flat $5 per trarzborusayesterday
16918On the fees, at least Scottrade finally decided to lower theirs to $7 + 0.7/contneolibyesterday
16917 Why get greedy for the few cents, and run some risk? Yep, the pennies are even rzborusayesterday
16916Yeah, I don't sell options, but I've never understood people who do sellneolibyesterday
16915Max Pain dance around $7 op ex. Very dangerous to be short $7 calls right now. rzborusayesterday
16914I think AMD has now touched the equivalent of $8 assuming all new shares are planeolibyesterday
16913Sure, the ratio of Nvidia market cap to AMD is astonishing, but the problem is tneolibyesterday
16912your kidding right? amd market cap $5.3 billion and nvidia $36 billion. there isgzubeckThursday
16911With NXP being targeted for automotive reasons, I think this ups the chances of neolibThursday
16910I'm guessing Qualcomm ain't likely buying AMD anytime soon, if the NXP rneolibThursday
16909Well the news that caused AMD and INTC to pop back up seems to be Qualcomm/NXP rneolibThursday
16908Both INTC and AMD popped back up nicely with the markets still down following thneolibThursday
16907I'll be happy if AMD keeps the GPU sockets at Apple this year and next year.neolibThursday
16906Yep, AMD has been surviving on the generous crumbs left by many. Those crumbs arzborusaThursday
16905There are a number of startups doing dedicated chips for "deep learning&quoneolibThursday
16904I would think that semiconductor companies outside the U.S., such as the GlobaTigerPawThursday
16903Very valid points. Still, the opportunities for both Nvidia and AMD are huge givstsimonThursday
16902Well, no AMD news today on the 7.75% Note redemption. Perhaps tomorrow.neolibWednesday
16901Yes, but there is some risk it could go to Nvidia, especially on the DT Macs. SneolibWednesday
16900If Apple should announce refreshed MacBooks and Mac Pros with some decent AMD costsimonWednesday
16899Yeah, Zacks is one that often makes me laugh, half the content seems bot generatneolibWednesday
16898OT, I have been scrolling the "news" articles from Google>FinancerzborusaWednesday
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