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An SI Board Since December 2010
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12267 159 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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12267A little detail on Core-M GPUs: eetimes.comneolib-5 hours ago
12266Kinda looks like Intel's Contra-Revenue program has a bright future....neolib-5 hours ago
12265Prices dropping for 4G smartphone chips: digitimes.com Smartphone 4G solutioneolib-5 hours ago
12264PC Motherboards not looking so hot: digitimes.com Asustek, Gigabyte unlikelyneolib-5 hours ago
12263Semiwiki with more on the Intel vs TSMC density issue: semiwiki.com He fails tneolib-Saturday
12262iPhone 6 tear downs showing up: eetimes.com;neolib-Saturday
12261AMD and Synopsys have a wedding of sorts: AMD and Synopsys Expand IP Partnershneolib-last Friday
12260TSMC thinks they will have 80% of the 28nm Foundry market in 2015. They didnneolib-last Friday
12259Samsung now has two 20nm SoCs shipping in products in the next few weeks, the 54neolib-last Thursday
12258Anandtech article on the Exynos 5433: browser.primatelabs.com Also see this foneolib-last Thursday
12257Semi facts for 2014 from IC Insights: eetimes.com Third page of TSMC "finneolib-last Thursday
12256IMHO, a very confused Digitimes article, but there have been rumors of the main neolib-last Thursday
12255Yes, there seems to be a wait: TSMC sees follow-up IC orders for iPhone 6 devneolib-last Thursday
122544G LTE smartphones for the Chinese masses at $80, powered by MediaTek: digitimeneolib-last Thursday
12253 I ordered an iPhione 6+ Monday.............my first smartphone. It looks like greg s-last Wednesday
12252<i>Where there is a need, there will be a solution. I expect women'sTHE WATSONYOUTH-last Wednesday
12251This is interesting: semiaccurate.comneolib-last Wednesday
12250A few years back, I first suggested that clothing fashion for pockets would shifneolib-last Wednesday
12249All in all, good for GF I think, good for the ARM SoC hordes too. I'm lesneolib-last Tuesday
12248GF to acquire IBM semi yet: semiwiki.com still rumor, however. The price is cneolib-last Tuesday
12247The $100 future of computing: eetimes.com; Google/MediaTek Quad A7 smartphonesneolib-last Tuesday
12246From the same link this: <i>At the end of the day, an EUV system capable neolib-last Tuesday
12245Well here is an interesting comment from someone who aught to have some insight neolib-last Tuesday
12244OTP in TSMC 16nm FF process: semiwiki.comneolib-last Tuesday
12243 China market: 4G chipset market heading for price competition Cage Chao, Taipeneolib-last Tuesday
12242 4G smartphone prices expected to fall to below US$100 in 1H15, say Taiwan makeneolib-last Tuesday
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