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An SI Board Since December 2010
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12198 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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12198How is this @#$##@$% possible without AMD management changing course. Now would rzborusa-7 hours ago
12197IDC weighed in today with the news that PC's decline in 2014 will be less tneolib-yesterday
12196The reason for this is stagnation on the PC front! Intel will do anything it wangzubeck-yesterday
12195Unfortunately Intel targeting the cheap end of PCs is not good news for AMD, IMHneolib-yesterday
12194and at the same time this AMD based laptop has risen in price smile.amazon.com Not a Short-yesterday
12193Contra-Revenue has a bright future it appears (unlike Ultrabooks): digitimes.coneolib-yesterday
12192Pretty amazing when a single product line from one company has this much effect:neolib-yesterday
12191Contra-Revenue being flogged harder in the 2ndH as Intel tries to reach their 40neolib-Tuesday
12190Yeah, that part seemed a little less clear, I think that might be the capacity neolib-Monday
1218950K wpm to start? That sounds unrealistic.FUBHO-Monday
12188If this had happened 5 years ago, it would have been great news for AMD: The Foneolib-Monday
12187If true, this IMHO is further confirmation that Samsung has the current inside tneolib-Monday
12186Semiwiki article on 14nm IP & the foundries: semiwiki.com Claims IP is reaneolib-Monday
12185More on Apple/Samsung: Samsung reportedly resumes supply of mobile RAM for neneolib-Monday
12184TWT if that is true, but it is hardly surprising given the stakes in the TSMC/Saneolib-Monday
12183 TSMC to start 16nm volume production in 1Q15, says report EDN, August 25; Rodneneolib-Monday
12182Infineon buys IR: eetimes.comneolib-August 21
12181It pays to note that one of the drivers there is 4G LTE in H2'14, whereas Inneolib-August 20
12180The "broken" foundry model continues impressive growth: digitimes.comneolib-August 20
12179USB 3.0 IP, certified and all, available for Samsung 14nm FinFET: semiwiki.com neolib-August 19
12178Radeon SSD: AMD seems to be doing something about the often heard complaint thatVattila-August 19
12177Hot Chips slide show: eetimes.comneolib-August 19
12176I was not saying that Apple should themselves try to close the process tech gap,neolib-August 18
12175neolib, Re: Apple certainly has deep enough pockets that they could insure...TGPTNDR-August 18
12174And another 1.2% so far today. AMD should make more movies!neolib-August 18
12173Shares of Advanced Micro Devices, Inc. (NYSE: AMD)moved up 0.25% during Friday ssfnsie-August 17
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