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An SI Board Since December 2010
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Emcee:  neolib Type:  Moderated
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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15881Bad news for ASUS and Zenphone.neolib11 AM
15880Intel to Exit Mobile SoC Business Junko Yoshida 4/29/2016 11:43 PM EDT MADISFUBHO7 AM
15879Well 4 cents off max pain, and despite it being weekly there was nearly 13K of tneolibyesterday
15878Ah so, it is Friday. Looking at the chart, a close below 3.30 might be frightenrzborusayesterday
15877Looking at open interest on options for AMD last night I thought 3.5 might be a neolibyesterday
15876I'm nibbling a bit today, BTW. It didn't want to go much below 3.50. Thrzborusayesterday
15875It will be interesting to see if AMD actually retains their 15% stake over time.neolibyesterday
15874I found this interesting: "Combining AMD's world-class teams and facilPravin Kamdaryesterday
15873TJ Rodgers sails off into the sunset: eetimes.comneolibThursday
15872Regarding Intel signing off, several articles pointed out that the Intel-AMD croneolibThursday
15871Regarding Apple and AMD, I think Apple will be looking for acquisitions which rzborusaThursday
15870IDC has Smartphone market flat YoY: digitimes.comneolibThursday
15869In Smartphone Market, the Squeeze Is On Earnings reports this week may toll theFUBHOThursday
15868Apple Faces ‘iPhone Fatigue’ as Smartphone Market Falls First Time Ever, Says StFUBHOThursday
15867No doubt part of BK's comp pkg depends on how well he hits the diversity goaneolibWednesday
15866I think their IoT covers most their embedded MPU category. Intel has had a sizeneolibWednesday
15865Congrats BTW on your long position, I was thinking about you last Friday at timeneolibWednesday
15864consider what? buy a losing operations on an x86 platform? Nothing to see here..engineerWednesday
15863What do y'all think about how Apple might consider AMD in the context of thirzborusaWednesday
15862so did they bring back Evans so she could go as a package to sell the sofia and engineerWednesday
15861Good point. What do y'all think about how Apple might consider AMD in the cPravin KamdarWednesday
15860What is really interesting is if they do run up the white flag in mobile SoCs, hneolibWednesday
15859It looks like the Intel axe is swing for mobile SoCs: blogs.barrons.com That nneolibWednesday
15858Apple's report is mostly highlighting share repurchases and dividends. I thneolibTuesday
15857My main hate these days is web pages pushing CPU usage above 10% and often up toTimFTuesday
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