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An SI Board Since December 2010
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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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18183If Ryzen turns out to be roughly IPC equivalent to the leading Intel designs, thneolib10 AM
18182[youtube video]FUBHO8 AM
18181seekingalpha.com -tgpTGPTNDR8 AM
18180 They explicitly stated that the current WSA allows them to fab GPUs outside oTHE WATSONYOUTHyesterday
18179<i>we don't know how AMD is bound by the GF agreement</i> They neolibyesterday
18178 I'm beginning to wonder if AMD has a shot at CPUs for Macs. I would think ZTHE WATSONYOUTHyesterday
18177I'm beginning to wonder if AMD has a shot at CPUs for Macs. I would think Zneolibyesterday
18176I sure hope this proves more or less accurate once the full benches come out. Ineolibyesterday
18175I wonder what this is about...maybe the yields are high enough for eight cores tgzubeckyesterday
18174 Interesting that he claimed the i7-6900 was hitting 4Ghz turbo, in which caseTHE WATSONYOUTHyesterday
18173<i>Lisa has stated they are skipping 10nm unfortunately. As you should knoTHE WATSONYOUTHyesterday
18172Daniel Nenni at Semiwiki seems to be quite the AMD bear these days: semiwiki.coneolibyesterday
18171SA claims to have Ryzen die size, but paywalled: semiaccurate.comneolibyesterday
18170 If so, can one see what their allocation was? Seems doubtful. I think the samerzborusayesterday
18169You can get some idea of the demand on stock tracker sites, but it is very hard Vattilayesterday
18168 "Analysts at Rosenblatt Securities initiated coverage on shares of AdvanceVattilayesterday
18167So what exactly does out-of-stock mean during pre-order periods? Does this meanneolibyesterday
18166Other than its not shipping yet...neolibyesterday
18165 Stock tracker for Ryzen: nowinstock.netVattilayesterday
18164Relax, AMD Will Remain Competitive Over The Next 5 YearsJust competitive? I'fastpathguruyesterday
18163 Relax, AMD Will Remain Competitive Over The Next 5 Years seekingalpha.comKrigannieyesterday
18162UMC claims to be shipping 14nm: digitimes.com <i> United MicroelectronicneolibThursday
18161TSMC on track to move 5nm to risk production in 1H19 digitimes.comneolibThursday
18160"1900X?" .....well if they can go higher, there's no need to at tTHE WATSONYOUTHThursday
18159Interesting that he claimed the i7-6900 was hitting 4Ghz turbo, in which case myneolibThursday
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