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25037 185 0 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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25037Oops. Sorry for the bad link.Pravin Kamdar11 minutes ago
25036I have a slight suspicion that AMD has Ryzen 2800X in the wings to counter the 8Vattilaan hour ago
25035That link takes me to an article about employment. I guess you meant to link to Vattilaan hour ago
25034 Intel is expected to be releasing an 8 core Coffee Lake CPU (8800K ?) in a coupPravin Kamdaran hour ago
25033 Forbes with some more comparative benchmarks: PravinPravin Kamdaran hour ago
25032 The 7980XE scores about 4200 in Cinebench R15. So, at $1999 (my guess), you wouPravin Kamdar2 hours ago
25031 The Intel Core i9 7980XE 18 core HEDT part is going for $1879 on Newegg. AMD coPravin Kamdar2 hours ago
25030 Threadripper2 performance rumor: Nice, if true. PravinPravin Kamdar3 hours ago
25029Missed the bottom today. Probably hold one more day since not much gain now. It StockOverflowError3 hours ago
25028 But I only bought a tiny bit of $16.5 puts instead. When are you gonna sell tPravin Kamdar3 hours ago
25027I didn't believe the strength we saw at the openWell done. I had the same skStockOverflowError4 hours ago
25026I gambled some $16.5 puts when the common was somehow above $17 this morning.StockOverflowError4 hours ago
25025Since I didn't "Sell in May and go away", I decided to "Sell stsimon4 hours ago
25024Yeah. There are a lot of things that could adversely affect the market. It'sPravin Kamdar5 hours ago
25023I am not comfortable with the market risk here, so I have just gone 100% cash. Tstsimon6 hours ago
25022But puts tomorrow? Or too late? I was trying to get some QQQ puts but order didnStockOverflowError2 AM
25021Futs in the tank tonight. Trump threatening $200B in more goods tariffs if Chinneolib12 AM
25020Probably they would check the date on your receipt, presumably.rzborusayesterday
25019How is AMD going prevent people who didn't win the intel contest from simplyqgambityesterday
25018Darn missed it[graphic] Allenyesterday
25017Our competitor recently kicked off a sweepstakes to celebrate the first 40 yearPravin Kamdaryesterday
25016If I knew the answer to that I would be running my own hedge fund.stsimonyesterday
25015 INTC recovering. Maybe sell AMD buy INTC? [graphic]Harvey Allenyesterday
25014 AMD needs to keep the product release momentum going. July: Ryzen 2500X and Pravin Kamdaryesterday
25013Investors in Intel have had a good run. I suspect that more than a few of them wstsimonyesterday
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