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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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19495Just what it is Monero coin uses cpu power instead of gpu power. I think the alggzubeckan hour ago
19494Sounds suspiciously like "manure" to me... I hate that sh*t.Pravin Kamdar4 hours ago
19493Sounds suspiciously like "manure" to me...neolib4 hours ago
19492What the hell is Manero mining? Needs CPU compute? youtube.com PravinPravin Kamdar4 hours ago
19491just sold another 10% in after hours for $14.43. I have a sneaky feeling I'vPravin Kamdar4 hours ago
19490 Not to forget EPYC's security advantages: "Epyc has a bunch of new inVattila7 hours ago
19489TWY, ....even at 4 core..........Intel Kaby Lake X is only 100MHz-200MHz fastePravin Kamdar7 hours ago
19488<i>This gets back to a point I brought up earlier. Since EPYC is four sepaTHE WATSONYOUTH8 hours ago
19487Vatilla, Just to be clear, I am long and strong AMD. But, I find it frustratingPravin Kamdar8 hours ago
19486This gets back to a point I brought up earlier. Since EPYC is four separate chipPravin Kamdar8 hours ago
19485TWY, especially when in reaction mode. That's when mistakes happen. Not enouPravin Kamdar8 hours ago
19484 Regarding your homework assignment, I agree with The Watsonyouth that power eTHE WATSONYOUTH8 hours ago
19483Trading. As I said, hope to buy back tomorrow afternoon. Stock tanked right aftePravin Kamdar9 hours ago
19482Are you trading or taking money off the table? If the latter — good on you. HopeVattila9 hours ago
19481 I think power levels on Intel high core count server chips will be a big probleTHE WATSONYOUTH2 PM
19480As Nike says, "Just do it." Sold 10% at $14.45. PravinPravin Kamdar1 PM
19479I'm really tempted to lighten up a bit at $14.45, and buy back tomorrow aftePravin Kamdar1 PM
19478Vatilla, Nice chart. Here's a homework assignment for you. The Intel procesPravin Kamdar1 PM
19477 SPEC CPU2006 numbers for EPYC 7601 [graphic] m.heise.deVattila10 AM
19476Apple, Intel and Qualcomm are identified by Liberum Capital as potential buyers Vattila8 AM
19475The Ryzen 7 1700X is less than $300 at Walmart right now Walmart and Newegg botTHE WATSONYOUTH7 AM
19474Imagination Technologies put up for sale amid Apple dispute "Imagination sVattila7 AM
19473LOL. I was wondering if we would hit 200M, but no luck. I also wish that INTC/neolibyesterday
19472Yeah, but on low volume. ;-)Pravin Kamdaryesterday
19471Rats, someone knocked it down a penny, and it hit 14.01 anyway. But for a few 1neolibyesterday
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