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   Technology StocksASML Holding NV

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From: BeenRetired4/10/2021 8:33:51 AM
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TSMC CC: 5nm demand "very strong, stronger than we expected 3 months ago"...

Wendell Huang -- Vice President, Finance and Chief Financial Officer

Laura, let me add some colors. I think our business has been driven in the past few years by smartphones. Starting from this year on, the HPC also jump on the wagons. And therefore, we looking -- forward looking, we see the traditional seasonality can be moderated with multiple big customer in multiple market segments. So that's our confidence. The other confidence is, our capex includes 3-nanometer, also 5-nanometer. Our 5-nanometer is also very strong, stronger than we expected three months ago. So those two combined to give us the confidence to increase our capex.

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From: BeenRetired4/10/2021 8:41:13 AM
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TSMC CC: "moving some of their mature node to more advanced node"...

Decision making will ALWAYS move closer to the End Point.
Here, history DOES repeat.
Bits ONLY soar from here.
ONLY the terminally stupid don't get it.


Jeff Su -- Director of Investor Relations

Okay. So, Robert, your question is on the tightness or shortage in the wafer. He is asking, is it at particular nodes such as 65-nanometer and 90-nanometer, 0.13, how short it is and how long it will last?

C.C. Wei -- Chief Executive Officer

Robert, most of the shortage actually is in the mature node. It's not in the 3 -- not in the 5 or 7-nanometer per se---That's simply a crock. See top of food chain Apple---. But in all the mature node, especially in 0.13 [Phonetic] micron, 40-nanometer, and 55-nanometer, in those areas.

Jeff Su -- Director of Investor Relations


Robert Sanders -- Deutsche Bank -- Analyst

Can I just follow-up with -- one follow-up, which is just -- you haven't traditionally built capacity there, but they could become part dependencies for the industry if they are continuing to be short. So, would you actually consider building greenfield to help the industry or you think that other foundries will handle that?

Jeff Su -- Director of Investor Relations

So, Robert, your follow-up question is then, given the shortage or tightness on some of these mature nodes, will we consider to expand, build new capacity at these mature nodes to alleviate any potential bottleneck risk?

C.C. Wei -- Chief Executive Officer

Well, actually, we are working with customer closely and moving some of their mature node to more advanced node where we have better capacity to support them. In addition to that, we also try to manage this shortage condition, try to mitigate the impact from this shortage.

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From: BeenRetired4/10/2021 8:50:31 AM
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TSMC CC: No one discloses anything about EUV...

Krish Sankar -- Cowen and Company -- Analyst

Yeah. Hi, thanks for taking my question. I also had two on capex. Number one, pretty nice step up in capex this year from last year. Is it fair to assume your investment in EUV is also up this year relative to last year? And then I had a follow-up.

Jeff Su -- Director of Investor Relations

Okay. So Krish's first question is that, with our increase in capex guidance -- that we guided for in 2021 versus 2020 being an increase, does that also mean an increase in the capex we spend on EUV?

Wendell Huang -- Vice President, Finance and Chief Financial Officer

No, we do not disclose that details.

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From: BeenRetired4/10/2021 8:55:24 AM
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TSMC CC: ~5 years of bigly elevated CapEx. Read NXE & EXE + eScan...

Jeff Su -- Director of Investor Relations

Okay. So Krish's second question is in terms of capital intensity, with the capital intensity or capex per K at 3-nanometer being higher, and then we have the long-term capital intensity returning to mid-30s. He wants to know when will we return to mid-30s capital intensity level? Is that correct, Krish?

Krish Sankar -- Cowen and Company -- Analyst

Yes. Thank you, Jeff. Yes.

Wendell Huang -- Vice President, Finance and Chief Financial Officer

Yeah. We mean long-term meaning three to five years. I think 2010 to 2014 can be an example. During that period of time, the capital intensity rose from 38% to 50%, maintaining at high-40s for a couple of years and came down afterwards. Something like that should be a reference.

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From: BeenRetired4/10/2021 9:05:06 AM
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What part of en fuego chips doesn't slime street get?
The recent coordinated manipulation of rates, oil, VIX and Tech rapidly collapsed.

Fact heap is quite high for Tech.
ASML sits atop.

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From: BeenRetired4/10/2021 9:53:49 AM
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AMD Ryzen 5 5600X Stock Tracker — Where to Buy AMD's 6-Core CPU
By Jason England 20 hours ago

Here's where you can buy AMD's excellent mid-range Zen 3 CPU.

Finding an AMD Ryzen 5 5600X available at (or even close) to its $299 MSRP these days makes you about as lucky as Indiana Jones picking the Holy Grail on his first try. This processor has become an incredibly popular choice for anyone looking to grab a no-compromise gaming chip on a budget, which means there's plenty of competition for its limited stock.

Earning 4.5 stars in our AMD Ryzen 5 5600X review, this chip is so highly sought after, because of its strong single- and multi-threaded performance, leading power efficiency and PCIe Gen4 support. It also features stellar thermals, a bundled cooler and overclocking capability, so there’s a lot to love here.

While certain other Ryzen chips, like the Ryzen 7 5800X, are more frequently in stock now, it can feel next to impossible to find this lower-priced chip without a more eagle-eyed lookout. But we can help with that by showing you all the places you can pick one up and giving you some tips about when the retailers usually restock.

After more than a year reading about Leading Edge extreme shortages and rapacious pricing, TSMC saying shortage mainly at lagging edge is total hooey. A VERY good thing.

Gonna see demand skyrocket way more with DDR5 and PCIe 5.
Ditto again with 3nm.

JUST the start.


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From: BeenRetired4/10/2021 2:54:20 PM
1 Recommendation   of 32357
Samsung offers 5G for under $300
on08 APRIL 2021

Samsung has announced a large Galaxy A update, with five new phones.

The Galaxy A12 ($109.99), Galaxy A02s ($179.99), Galaxy A32 5G ($299.99), Galaxy A42 5G ($399.99) and Galaxy A52 5G (499.99).

The Galaxy A Series covers every market segment and gives excellent options for every budget.

At the entry level, the Galaxy A12 is affordable and represents a big win for MediaTek, which supplies the Galaxy A12’s computing platform. The Galaxy A32 5G is another big win. It has a MediaTek Dimensity 720.

The Galaxy A12, Galaxy A42 5G, and Galaxy A52 5G are powered by the Qualcomm Snapdragon 450 and 750G.

The Galaxy A32 5G and Galaxy A52 5G are interesting because for $299.99 A32 5G you get Samsung’s most affordable 5G phone. It also has all the basics really well: triple camera, huge battery and extensible storage via microSD.

The Galaxy A52 5G has high-end features such as a 120Hz display, a quad-camera (with optical image stabilization), fast charging, and a waterproof chassis in the sub-$500 market.

For $700, the Galaxy S20 FE (Fan Edition) has a formidable value proposition as well and is worth considering. The Galaxy A phones will start selling tomorrow.

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From: BeenRetired4/11/2021 6:23:54 AM
1 Recommendation   of 32357
3 [5nm 5G] iPhone 12 phones contribute to 71% of Apple sales in Jan
Three iPhone 12 series smartphones (12, 12 Pro and 12 Pro Max) have contributed to 71 per cent of Apples total sales for the month of January, as the tech giant grabbed six places in the global top 10 best-selling smartphones list.

New Delhi: Three iPhone 12 series smartphones (12, 12 Pro and 12 Pro Max) have contributed to 71 per cent of Apples total sales for the month of January, as the tech giant grabbed six places in the global top 10 best-selling smartphones list.

The Apple iPhone 12 led the list followed by the iPhone 12 Pro and iPhone 12 Pro Max, according to Counterpoint Research's 'Market Pulse' report.

There was a pent-up demand for 5G upgrades within the iOS base which, along with strong carrier promotions, resulted in robust sales for the iPhone 12 series.

"Besides, Apple launched the new iPhone series later than the usual date, resulting in strong demand for these models spilling over into January," the report said late on Saturday.

Nearly one-third of Apple's sales for the iPhone 12 series came from the US due to strong carrier promotions and 5G demand.

"The iPhone 12 Pro Max was the top-selling model in the US, as consumers preferred the high-end version. Old models iPhone SE 2020 and iPhone 11 also continued to do well," the report mentioned.

The iPhone 12 mini made it to the top 10 list, trailing the other iPhone 12 series models as well as the iPhone 11.

"The iPhone 12 mini, which offers specs similar to that of the iPhone 12 at a lower price, failed to attract buyers because of a smaller display and lower battery capacity".

The sub-$150 devices Redmi 9A and Redmi 9 managed to grab fifth and sixth spots, respectively, in January.

These smartphones together contributed a 25 per cent share to Xiaomi's total sales for the month which is gradually expanding its share in the Middle East and Africa ( MEA) region.

Samsung's Galaxy A21s managed to maintain its position in the top 10 list.

The Galaxy A31, the other Samsung model in the top 10, entered the list for the first time.

"Samsung is aggressively promoting the Galaxy A series. It comes with a premium design, fresh colours and latest specs at affordable prices," the report noted.

Through the A series, Samsung is also looking to attract the users of Honor devices, present in sizeable numbers in Europe, Latin America, South East Asia and MEA.

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From: BeenRetired4/11/2021 6:45:04 AM
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Strong 1Q21 PC units. "a more positive outlook for years to follow."

Can you say AMD 7nm PCIe 4?
Google & Apple APUs, too.
5nm PCIe 5 EUV DDR5 soon.
Mega-Core n Mega-Channel n Mega-Lane bonanza JUST started.


PC shipments reached 84 million worldwide in the January-March period, a modest 8 per cent decline from the fourth quarter of 2020.

While sequential declines are typical for the first quarter, a decline this small has not been seen since the first quarter of 2012 when the PC market declined 7.5 per cent sequentially, according to IDC's 'Worldwide Quarterly Personal Computing Device Tracker' showed on Saturday.

"Unfulfilled demand from the past year has carried forward into the first quarter and additional demand brought on by the pandemic has also continued to drive volume," said Jitesh Ubrani, research manager for IDC's Mobile Device Trackers.

"However, the market continues to struggle with setbacks including component shortages and logistics issues, each of which has contributed to an increase in average selling prices," he added.

Apple with 8 per cent market share (by shipments) was fourth while Acer Group with 5 per cent came fifth.

The continued resurgence in the PC market as well as increases in average selling prices (ASPs) have primarily been driven by growth in gaming, the need for higher performance notebooks in the enterprise, and an increase in demand for touchscreens within the education segment.

Ryan Reith, program vice president with IDC's Worldwide Mobile Device Trackers said that the ongoing shortages in the semiconductor space only further prolong the ability for vendors to refill inventory and fulfill orders to customers.

"We believe a fundamental shift has occurred around the PC, which will result in a more positive outlook for years to follow. All three segments business, education, and consumer are experiencing demand that we didn't expect to happen regardless of many countries beginning their 'opening up' process," Reith noted.

Component shortages will likely be a topic of conversation for the majority of 2021.

"The more important question should be what PC demand will look like in 2-3 years," Reith said.

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From: BeenRetired4/11/2021 6:52:59 AM
1 Recommendation   of 32357
AMD Ryzen 7000 Series ‘Raphael’ CPUs Leaked In New Roadmap – 5nm, Zen4, PCIe 5.0, DDR5 And Navi 2 Graphics Coming In 2022

By Usman Pirzada
Apr 10, 2021 10:57 EDT

A missing piece of AMD's upcoming roadmap was just posted by Twitter user @sepeuwmjh (via Videocardz). The roadmap reveals a missing codename that is suspected to be AMD's lineup of desktop CPUs featuring Zen4 technology and Navi2 graphics. The missing corner is from a roadmap that was originally posted by MebiuW and has since been cleanly compiled by @Olrak29_.

AMD's Raphael APUs: TSMC 5nm, Zen4 architecture and Navi2 iGPU, currently scheduled to land in early 2022
The following snippet was tweeted by twitter user sepeuwmjh, which appears to be a generic leak account from a company insider. Considering it matches 1-1 the leak by MebiuW ages ago, it is likely that they are from the same source.

For those wondering where Raphel fits, it will succeed Warhol which will succeed the Vermeer lineup of processors. Vermeer is the mainstream desktop lineup from AMD right now and does not include an iGPU - which has been a major source of push back when dealing with corporate clients (which absolutely require an iGPU). Similarly, Warhol is also without an iGPU. Raphael, on the other hand, shakes things up completely and adds an RDNA2 block as integrated graphics.

Complete leaked roadmap compiled by @Olrak29_

The platform will also completely update the socket design as it will go from AM4 to AM5 with Raphael. The process is also going to shift to 5nm from 6nm (which is just a revision of 7nm). At the same time PCIe 5.0 is going to be introduced to the platform along with the shift to DDR5. In other words, this is going to be one of the biggest changes to AMD's desktop platform in a very long time. If the roadmap is to be believed, it will start shipping in the early 2022 range so we should see an announcement on CES 2022 assuming there are no delays.

At the same time, Cezanne, the APU platform is going to be succeeded by Rembrandt which will be succeeded by Phoenix. Just like Raphael, Phoenix is going to be the mobility APU platform to look out for. It will also feature Zen 4, NAVI 2 graphics, AM5, PCIe 5.0 and DDR 5 memory. Considering the prevailing demand and supply situation in the semiconductor industry however and seeing how chocked TSMC is, it is possible that this roadmap slips a little so we would urge a pinch of salt and wait for further confirmation before making plans. That said, it is clear that AMD is preparing an absolute monster lineup in 2022.

AMD CPU Roadmap (2017-2022)
ArchitectureZen (1)Zen (1) / Zen+Zen (2) / Zen+Zen (3) / Zen 2Zen (3) / Zen 3 (+)Zen (4) / Zen 3 (+)Zen (4)
Process Node14nm14nm / 12nm7nm7nm7nm5nm / 6nm5nm
ServerEPYC 'Naples'EPYC 'Naples'EPYC 'Rome'EPYC 'Rome'EPYC 'Milan'EPYC 'Genoa'TBD
Max Server Cores / Threads32/6432/6464/12864/12864/128TBDTBD
High End DesktopRyzen Threadripper 1000 Series (White Haven)Ryzen Threadripper 2000 Series (Coflax)Ryzen Threadripper 3000 Series (Castle Peak)Ryzen Threadripper 3000 Series (Castle Peak)Ryzen Threadripper 5000 Series (Chagall)Ryzen Threadripper 6000 SeriesRyzen Threadripper 7000 Series
Ryzen FamilyRyzen 1000 SeriesRyzen 2000 SeriesRyzen 3000 SeriesRyzen 4000/5000 SeriesRyzen 5000 SeriesRyzen 6000 SeriesRyzen 7000 Series
Max HEDT Cores / Threads16/3232/6464/12864/12864/128TBDTBD
Mainstream DesktopRyzen 1000 Series (Summit Ridge)Ryzen 2000 Series (Pinnacle Ridge)Ryzen 3000 Series (Matisse)Ryzen 5000 Series (Vermeer)Ryzen 5000/6000 Series (Warhol)Ryzen 6000/7000 Series (Raphael)TBD
Max Mainstream Cores / Threads8/168/1616/3216/3216/3216/32TBD
Budget APUN/ARyzen 2000 Series (Raven Ridge)Ryzen 3000 Series (Picasso Zen+)Ryzen 4000 Series (Renoir Zen 2)Ryzen 5000 Series (Cezanne Zen 3)Ryzen 6000 Series (Rembrandt Zen 3+)Ryzen 7000 Series (Phoenix Zen 4)

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