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An SI Board Since December 2010
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12522 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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12522Notebooks still stuck in decline: digitimes.com Digitimes Research: Global noneolib-16 minutes ago
12521 Intel may stop providing subsidies for mobile solutions; switch to providing sneolib-20 minutes ago
12520Digitimes pre-release news is showing an article coming up about Intel stopping,neolib-yesterday
12519Per this EETimes article: eetimes.com; GF will get on the order of 10K patentsneolib-yesterday
12518If they could only snag Apple, or half of Apple's 14nm volume, they would doneolib-yesterday
12517Interesting commentary from Forbes on the deal: As the cost of making chips hasVattila-yesterday
12516Here is the official IBM press release: www-03.ibm.com Key points: GlobalFouVattila-yesterday
12515It’s official: IBM to sell chip-making biz to GlobalFoundries By Barb Darrow 3FUBHO-yesterday
12514IBM Paying Globalfoundries $1.5 Billion to Take Unit in Retreat From Chips By AFUBHO-yesterday
12513Going into the holiday season without a nicer CPU refresh is pure negligence. I gzubeck-Sunday
12512Look at Xilinx: They had nearly 80% GM's and made $200M on sales of $600M. neolib-Sunday
12511They are lagging about 1 year for 20nm and 16nm vs what Apple and Samsung are doneolib-Sunday
12510Rory Read, speaking at the Deutsche Bank 2014 Technology Conference a while ago Vattila-Sunday
12509I'm constantly reminded by NFL football teams that consistently linger in obgzubeck-Sunday
12508Well, we agree in a sense. I want AMD to close the performance gap mostly by geneolib-Sunday
12507I understand what your saying. The problem is that amd would have to use a largegzubeck-last Saturday
12506<i>Amd could design a CPU that is easily Intel's equal on any CPU nodeneolib-last Saturday
12505Amd could design a CPU that is easily Intel's equal on any CPU node. The progzubeck-last Saturday
12504Speed and power. A 20% boost in speed or 30% decrease in power would be quite nneolib-last Saturday
12503not really sure what other options they have..except to try to continue to be bebadger3-last Saturday
12502Any moron can sell at cost or below cost!gzubeck-last Saturday
12501...and yet amd management still thinks it can worm its way into other peoples cogzubeck-last Saturday
12500does a process shrink really help that much in laptops?? I would think it would badger3-last Saturday
12499It really annoys me that they were handed a golden opportunity courtesy of Appleneolib-last Saturday
12498The problem is that Rory was too busy collecting tin cans (low margin products) gzubeck-last Saturday
12497Plus perhaps more screwing around with wafer supply agreements with GF, althoughneolib-last Saturday
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