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An SI Board Since December 2010
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13093 162 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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13093FDSOI nudging forward: eetimes.com; Sony now on board via ST's fab.neolib-yesterday
13092I would give the benefit of the doubt. R300 series should be out in a couple ofrzborusa-yesterday
13091'Tis AMD's preferred approach to products: Sell cheaper...neolib-yesterday
13090 AMD Moves To Capitalize On GeForce GTX 970 Memory Bug With Radeon R9 Price Cutsrzborusa-yesterday
13089MediaTek continues its aggressive growth tactics (their management team apparantneolib-yesterday
13088This is a nice example of the problem AMD has, please note the date of this revineolib-Thursday
13087More on the segment Intel was targeting with its 46M Contra-Revenue enabled tablneolib-Thursday
13086Rather astonishing that a new product would be intro'ed in 2016 STILL on 28nneolib-Thursday
13085AMD is looking to refresh its Kaveri APUs this coming summer with its ‘Godavarirzborusa-Thursday
13084Interesting post at SW: semiwiki.com This is the dude who claimed GF barf'neolib-Thursday
13083Phablets now rule: theinquirer.net Steve Jobs must be rolling in his grave...neolib-Thursday
13082While the Smartphone Fad in China has problems as well: <i> Digitimes Reneolib-Thursday
13081It would appear that Intel's Contra-Revenue partners in tablet land ain'neolib-Thursday
13080Interesting table showing the explosion in multi-patterning at 14nm for Intel: neolib-Wednesday
13079I think that is a translation problem...neolib-Wednesday
13078If I'm reading this correctly, Allwinner has SoC's which have the cameraneolib-Wednesday
13077Altera was referring to 14nm at Intel. In the recent CC's both Altera and Xneolib-Wednesday
13076yes, but if Xlinix is starting 16 nm parts at TSMC and Altera is only doig 20 nmengineer-Wednesday
13075Per the Qualcomm report, it looks like they are admitting the Galaxy s6 will notneolib-Wednesday
13074Also of interest is that Altera has not yet decided between Intel or TSMC at 10nneolib-Wednesday
13073One of the 1'st Intel Foundry clients bites the dust: semiwiki.com I guessneolib-Wednesday
13072It was posted, and there has been some discussion, but amongst others, it was anneolib-Wednesday
13071not sure why this was not posted yet.....AMD takeover. thestreet.comengineer-Wednesday
13070Looks like they are sitting on $178B in cash/equiv.neolib-Tuesday
13069It is unbelievable how much they are raking in: 33B in free cash flow for the Qneolib-Tuesday
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