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17102 190 1 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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17102This will be the problem if it proves remotely correct: <i>Nvidia itself neolib24 minutes ago AMD drops Radeon RX 460, RX 470 prices ahead of Nvidia's GeForcTHE WATSONYOUTH4 hours ago
17100It just might be that Intel will not go commando on prices or process. Rather, rzborusayesterday
17099Lisa Su and all the top management at AMD needs to clearly understand this issueneolibyesterday
17098And a quote about Intel: <i> Intel’s decision to relax its pace is in somneolibyesterday
17097Nice to see EETimes saying what I've been saying for a few years now, namelyneolibyesterday
17096Ah, apparently there is a GF only 7nm, and then the GF/Samsung 7nm: <i>Thneolibyesterday
17095<i> TSMC, GF/Samsung Battle at 7nm Intel may take back seat to foundries neolibyesterday
17094There will probably be a few more articles like this next week, as Nvidia rolls neoliblast Friday
17093That's about the way I see it too. Probably between 6 n 7. But, that probarzborusalast Friday
17092Well not as bloody as it could have been today, and headed for a magic opex numbneoliblast Friday
17091Agree wrt to the higher end and margins. Vega would be really nice sooner ratheneoliblast Friday
17090<i>What I find depressing is that the Compute/Graphics side continues to rTHE WATSONYOUTHlast Friday
17089Yeah, but that is annual, so about 75M/qtr. Assuming an equal split between CPUneoliblast Friday
17088from the CC.......also found it interesting that the high end DT market (I assumTHE WATSONYOUTHlast Friday
17087Found this nugget on Yahoo>John: Mid-point guidance for revenue of sequentirzborusalast Friday
17086More FPGAs in the data center: digitimes.comneoliblast Friday
17085I hope so. On the bright side, Q3 was a beat, both top and bottom lines, so at neoliblast Thursday
17084I expect Apple's announcements on October 27 will likely move the stock morestsimonlast Thursday
17083Yes, only +12M time weight showed up last qtr, the count will be 930M for q4neoliblast Thursday
17082End of the CC. Stock is around 6.62 and much more stable now in AH. So now Zenneoliblast Thursday
17081I would expect that dilution to show up in the next quarter.stsimonlast Thursday
170803rd party benchmarks for Zen won't be out until Q1. Current benchmarks are neoliblast Thursday
17079Specific question about some Zen this Qtr and the answer from Lisa was they willneoliblast Thursday
17078Asked about Foundries, they will have multiple products at 16nm and 14nm from muneoliblast Thursday
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