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An SI Board Since December 2010
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12842 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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12842No. Your jumping to conclusions. If you read the article you would understand thgzubeck-3 hours ago
12841I don't get it. I've been trying to explain this to you for some time. neolib-6 hours ago
12840Very interesting article and also dumbfounded why amds valuation is so low givengzubeck-yesterday
12839All I see is BoA cuts target to 2.25 with Under perform rating. Intel has 10M ineolib-yesterday
128382% drop and 2M shares on AMD in AH? Did they warn?neolib-yesterday
12837thanks engineer, for the very well laid out explanation. For last several humanrzborusa-yesterday
12836I suppose it is possible that Carrizo -L might be on the SLP instead of SHP procneolib-yesterday
12835This link says Carrizo is on the 28nm SHP high performance process: anandtech.cneolib-yesterday
12834I don't think Carrizo will use that low power process, it is in the same powneolib-yesterday
12833Do you really not think that amd is not taking advantage of what glofo is offerigzubeck-yesterday
12832that the INTEL design process is full custom layout and not SOC. So the processoengineer-yesterday
12831That is a low power process for mobile SoCs. AMD is not competitive in that spaneolib-yesterday
12830This is what I've been talking about. If they can deliver 90% of what Intel gzubeck-yesterday
12829 Globalfoundries and Cadence deliver first SoC enablement solution featuring ARneolib-yesterday
12828 Notebook orders from Russia decreasing, say Taiwan ODMs Aaron Lee, Taipei; Josneolib-yesterday
12827 Qualcomm, MediaTek to diversify foundry sources, say industry watchers Cage Chneolib-yesterday
12826As noted in the article, despite claims of "faster than Moore" Intel&#neolib-yesterday
12825Now, we know the 14nm Core process is in manufacturing and the mobile SOC procesrzborusa-Thursday
12824<i>Note the graph at the bottom of page 2. Intel has repeatedly claimed THE WATSONYOUTH-Thursday
12823Note the graph at the bottom of page 2. Intel has repeatedly claimed that 14nm neolib-Thursday
12822EETimes on IEDM: eetimes.comneolib-Thursday
12821Advanced Micro Devices Inc. (NYSE: AMD) was started as Sell and was given a $2 dneolib-Thursday
12820Two things of interest from the GF interview: 1) Currently operating at full caneolib-Thursday
12819digitimes.com 14nm process to bring healthy competition among foundries: Q&neolib-Thursday
12818Page 8 of the linked white paper has the claimed details, and indeed, they will neolib-Wednesday
12817Here is an interesting white paper on IBM and OpenPower & Power8 moorinsighneolib-Wednesday
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