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Emcee:  neolib Type:  Moderated
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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13923For some reason those Intel powered phones are having trouble: digitimes.com <neolib9 AM
13922Another hint of slowing semis: digitimes.com <i> DRAM prices fall 9% in neolib9 AM
13921I'm assuming the $3 subsidy is in addition to giving the SoC away for free. neolib9 AM
13920Contra-Revenue continues: digitimes.com <i> Intel, Rockchip jointly promneolib9 AM
13919<i>The sources pointed out that overall graphics card sales have been droneolib9 AM
13918See also here: tomshardware.comneolibyesterday
13917Middle of last year they announced something called the Exynos ModAP, which had neolibyesterday
13916question for engineer (but all are welcome to comment).. when we are talking abbadger3yesterday
13915If I Recall Correctly (IIRC) The die size is 85%, i.e. they claim to get some sneolibyesterday
13914Not sure what iirc means? Are you referring to size of the die or conductivity ogzubeckyesterday
13913Actually both Samsung and TSMC claim to get about 10-15% (IIRC) better on 14/16nneolibyesterday
13912Basically 14nm finfet is equivalent in area to 20nm planar. Its just that 20nm pgzubeckSaturday
13911The other one with egg on his face is Robert Maire (Sp??) who some time back wasneolibSaturday
13910<i>As it turned out, 20nm was the shorted lived node, most skipped it.<THE WATSONYOUTHlast Friday
13909This for example is an interesting reread, from Jan '14. Handel Jones gets neoliblast Friday
13908The problem for Intel is they are cut off from Apple, and increasingly Apple ownneoliblast Friday
13907There will be incredible competition between Samsung, TSMC and Intel to keep pusneoliblast Friday
13906or never....until they run out of money...engineerlast Friday
13905<i>I suspect Qualcomm will be quite happy to return the favor of Contra-Rebadger3last Friday
13904Going from 28nm to 10nm is a huge die shrink and should be good for awhile. Imprgzubecklast Friday
13903It will be fun to watch. People have been saying 28nm, now 14nm and then 10nm wneoliblast Friday
13902Sounds like once they figure out 14nm finfets the leap to 10nm won't be thatgzubecklast Friday
13901funny, but the PC crowd left the business types in the dust chasing the people wengineerlast Friday
13900Samsung finally talks about 10nm, and claims they will be in full production by neoliblast Friday
13899New iPhone production to crank up next month, so the SoC's must currently beneoliblast Friday
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