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An SI Board Since December 2010
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12655 160 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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12655I think it is finally becoming clear to Intel that their Chinese whitebox partneneolib-2 hours ago
12654probably there will be "two chips for the price of one; get a notebook chipmuzosi-4 hours ago
12653Ah, the truth for why mobile was hidden in PCs at Intel: digitimes.com Intel neolib-5 hours ago
12652If you look at this roadmap link from anand: images.anandtech.com It shows botneolib-yesterday
12651engadget.com Tough to cut and paste with android interface. Hope this link workgzubeck-yesterday
12650Maybe they refined the node as well as optimized the new processor design. Maybegzubeck-Saturday
12649I believe Kaveri and Carrizo are on the exact same GF 28nm process.neolib-Saturday
12648Somebody posted on a website forum that they believe carrizo to be twice as effigzubeck-Saturday
12647The China angle is interesting. It of course might refer more to the use of theneolib-Saturday
12646....I can't see a 20nm stop gap and then a complete redesign for FinFETs atTHE WATSONYOUTH-Saturday
12645Depends on timing, it is possible they will have something out on 20nm first. Ineolib-Saturday
12644The company is not providing any details on the products or their availabilityTHE WATSONYOUTH-Saturday
12643Amds value will go up due to newer video cards not newer processors if what yourgzubeck-Saturday
12642How's that Rory read thing working out? Amd just has zero business common segzubeck-Saturday
12641Yeah, stuck at 28nm on a new product launch in mid-'15. Not good. By that neolib-Saturday
12640Next Gen of APUs announced by AMD. Supposed to be launching in the first half oeetnoyer-Saturday
12639EETimes take on Intel's Investor's day: eetimes.com <i>“As we moneolib-last Friday
12638A little more on GF/IBM: semiwiki.comneolib-last Friday
12637IMHO, BK more or less conceded that mobile was a flop for Intel in 2014, and furneolib-last Thursday
12636Another take on Qualcomm and servers: eetimes.com I found this part particularneolib-last Thursday
12635Deal announced today: Samsung to use AMD FreeSynch for all their UHD monitors. Mark O. Halverson-last Thursday
12634Also see this: markets.siliconinvestor.com Samsung supports AMD's Freesyncneolib-last Thursday
12633Digitimes take on the Apple TSMC/Samsung rumors: digitimes.comneolib-last Thursday
12632Well, AMD is at least beating the PR on 2015 for PCs: ir.amd.com <i> AMDneolib-last Thursday
12631<i> let loose a reinvigorated AMD against INTC in pc chips.</i> ThatTigerPaw-last Thursday
12630Yeah..i'd like to see them buy AMD, double their r&d budget and let loosbadger3-last Wednesday
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