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Technology Stocks AMD, ARMH, INTC, NVDA

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From: neolib	9/21/2021 5:57:59 PM
	of 67907

Last week and then this week almost chart perfect around the 50dma: Last week AMD came down and just about kissed it twice from above, then Monday opened below, but both Mon and Tue it hit its head against the 50dma from below.

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To: Joe NYC who wrote (42914)	9/21/2021 6:09:54 PM
From: neolib	of 67907

This link was also worth a read: cnn.com They seem (IMHO) to be hell bent on anti-Trust WAY more than the USA ever has. I assume that is partly (as the link above notes) fear that big entities are a threat to the CCP. But its possible that they take a theoretical view that more competition from multiple smaller entities makes for a better system long term (as the Chinese are supposedly very focused on the long haul). If that is their view, then its hugely ironic that a non-democratic and communistic system seems to be chasing enhanced competition in their commercial sector, while the USA lags behind on that front. TWT how it works...

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From: Joe NYC	9/21/2021 7:08:23 PM
	of 67907

Article examining potential price war by Intel - and likely futility of it. Here is an interesting part that caught my eye: So AMD has actually no net debt, 3.4 billion of positive net assets. Intel has 10.55B of net debt. seekingalpha.com

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To: Joe NYC who wrote (42922)	9/22/2021 10:29:41 AM
From: neolib	of 67907

But keep in mind that intel's net debt is only 2 qtrs of net income for them. What remains to be seen is whether IDM2.0 actually takes to spending 10's of $B on new fabs over the next few years, something they have not been doing for quite some time. They should not have spent $20B+ (IIRC) over the last few years buying back their stock, while their manufacturing side cratered.

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To: Pravin Kamdar who wrote (42918)	9/22/2021 2:30:38 PM
From: Joe NYC	of 67907

That was one of the best episodes of Moore's Law. Great view into the industry and the relationship between the key players (TSMC, Apple, Samsung, Intel, Nvidia, AMD). Kumar expressing confidence in the Deutche Bank interview about the supply situation now clearly implies that AMD has the orders in place for the wafers, and if you have your orders in, you get the wafers and your product. Some other observations: Xilinx used to be TSMC top partner for validating new process, before Apple surpassed it. But excellent relationship between TSMC and its tom partners - Apple, AMD and Xilinx will reflect in future products, availability, capacity, R+D collaboration.

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From: Joe NYC	9/22/2021 2:32:10 PM
	of 67907

So we have Wintel blast from the past. Surface went all Intel and MSFT is making a new Windows version because Intel's new chip can't run well on existing windows...

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From: Joe NYC	9/22/2021 2:34:43 PM
	of 67907

Kyle Bennett, who I think used to run HardOCP posted in their forums this compilation of availability. It turns out that as of now, 6900 XT availability improved so much that it is more available than NVidia 3090 Some detail analysis and spreadsheets in the post. High End Graphics Card Stock 6900 XT vs 3090 \| [H]ard\|Forum (hardforum.com)

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From: neolib	9/22/2021 4:30:12 PM
	of 67907

More Alder Lake benchmarks: wccftech.com It would be very interesting in these multicore benchmarks to see how much comes from Golden Cove and how much from the Gracemount cores, both in terms of performance and performance/w. I wonder how long it will take the benchmark orgs from tweaking them to present that sort of data.

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To: neolib who wrote (42927)	9/22/2021 5:25:37 PM
From: Joe NYC	of 67907

Some people say that if you fiddle with 5950x and release the power cap to a higher power, you can get 30k. So it will be interesting what power Alder Lake is drawing while doing 30k on Cinebench. Apparently, Cinebench runs mostly in L2, completely unaffected by the memory system, only partially by speed of L3. The 8 big cores must be quite good, since they are probably doing 2/3 of the work. So the 8 cores are probably doing 20k Cinebench. Which is quite a bit higher than 5800x which can do about ~15K

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From: neolib	9/22/2021 5:28:56 PM
	of 67907

This is kind of interesting, a EU RISC-V test chip for HPC applications, and done on GF's 22nm FDX process, which I assume was done since that is from Germany. tomshardware.com Its a hodgepodge of elements from another of different sources, and pretty low frequency, 1GHz. One wonders what process they will target when they go for actual HPC deployment. I don't think there is any FinFET fab in the EU, so either they turn to TSMC or GF 12nm perhaps, but why limit themselves. They need to target 3nm at TSMC IMHO, assuming a couple of years out...

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