| To: neolib who wrote (32631) | 9/16/2019 12:43:30 AM | | From: rzborusa | | | | So, have to be GF 14/12nm. Fits the larger 15 inch form. Twould be an easy hop to 7nm APU. I mean they probably wouldn't take a half step and stop there.
This is getting interesting. |
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| From: bit3 | 9/16/2019 4:23:23 AM | | | | | | 
NVDA
"Given how dominant Nvidia currently is in the AI training accelerator market, and given how large its chip and software investments in the space remain, it would be a mistake to assume that Cerebras, Intel (INTC - Get Report) or Huawei -- or for that matter, other rivals such as AMD (AMD - Get Report) and Google (GOOGL - Get Report) -- will cause major share losses in the near-term," TheStreet tech columnist Eric Jhonsa wrote last month.
"However, at a time when Nvidia's flagship offering is more than 24 months old, their progress is definitely worth keeping an eye on."
thestreet.com |
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| To: neolib who wrote (32622) | 9/16/2019 7:06:12 AM | | From: captainfreedom2 | | | | > I think they had AMD at like 795 or so and Intel below 750, but don't recall the exact numbers.
Intel ASP is low because they sell a lot of Atom based CPUs, Xeon D and Bronze, which drive down the average. AMD doesn't compete in that area.
> in that some independent stat outfit claimed AMD's 4Q18 was more like 3-3.5% and when coupled with their $115M that gives an ASP in about the right place.
Hmm... I don't know about that. It's also possible that the analyst, or stats outfit simply made a mistake
Anyways, whatever the ASP of Naples was, the ASP of Rome is going to be a lot higher
> That would be actual info. What they give instead leaves everyone guessing.
Unfortunately, that is deliberate. They feed they info in such a way to make it hard as possible to guess what the ASP and sales figures are. |
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| To: rzborusa who wrote (32633) | 9/16/2019 9:17:03 AM | | From: neolib | | | | | Well, I suspect that if true and AMD gets these sockets now, its highly predicated on what is coming down the pike for next year. So it probably IS related to 7nm anyway... |
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| To: captainfreedom2 who wrote (32635) | 9/16/2019 9:26:03 AM | | From: neolib | | | | Yes it is deliberate. It was about 3 years ago that AMD used to at least report CPU and GPU separately and they were both nearly 100% client, and semi-custom was almost all console, so there was good transparency into the business units.
Then they combined CPU and GPU into C&G and stopped giving any hints as to the relative size. Then with Zen, they put server CPUs under EESC to mask off the relative size of server and console. Then they left data center GPU in with C&G. A few times some analysts have politely pointed out that a different reporting of segments is in order, but so far AMD has resisted. IMHO, the reason is obvious. AMD's segments go through wild gyrations, none of them can show sustained growth over time, so it looks like a very poorly run business. Further if one could have seen how small some of the segments like CPUs got to at their nadir it would look like they were going out of business shortly. CPU's likely got below $200M/qtr around 2016.
Unfortunately, that is deliberate. They feed they info in such a way to make it hard as possible to guess what the ASP and sales figures are. |
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| To: neolib who wrote (32638) | 9/16/2019 3:01:19 PM | | From: rzborusa | | | | Yep, and there was the appearance of the girl from MS next to Lisa on the stage, forget where and when exactly, you probably have more accurate remembery. There was some buzz then. Funny how everyone thinks Apple is the crown jewel. This will do just fine thanks.
I am beginning to think the best is long gone for Apple. |
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| To: rzborusa who wrote (32639) | 9/16/2019 3:51:58 PM | | From: neolib | | | | That was the Rome launch event. There was some specific comments between her and Lisa about future MS/AMD things they were not going to talk about at that point.
WRT to Apple, I would LOVE to see an AMD CPU in any of the the Mac's, but it would surprise me less to see Apple plunk their own ARM based SoC in an Air prior to anything from AMD... |
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| To: rzborusa who wrote (32639) | 9/16/2019 4:08:43 PM | | From: neolib | | | | If it hadn't been for the down market you would think an MS Surface win could have sent us back to the 50dma, but no luck today...
Next up is Powell (assuming the ME doesn't blowup first) on Wed. This week does look more volatile than average. |
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