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   Technology StocksAMD, ARMH, INTC, NVDA


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To: Joe NYC who wrote (42933)9/22/2021 6:51:44 PM
From: neolib
of 48030
 
Us AMD investors need to watch this one carefully. Its one of the few arch features that Intel currently has that AMD doesn't have, and does not appear to have on the near term roadmap. That and the question of whether Intel tries to jump ahead of AMD at TSMC for 3nm.

On wonders if Lisa as V-cache ready to roll in late Oct when Intel is rumored to debut Alder Lake. Would be a nice touch if she rolled it out then, at least if needed.

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To: Pravin Kamdar who wrote (42932)9/22/2021 7:10:21 PM
From: Joe NYC
of 48030
 
One other thing in the video, Daniel mentioned that the lead times are shrinking for AMD and growing for Intel. I am not sure if he was talking about wafers or CPUs, server CPUs in particular. Because there were some anecdotal takes that Milan lead time is up to 20 weeks.

So if this is shrinking, that would be great news.

Overall, since AMD is able to devote more capacity to GPUs, and GPUs are on the lower end of margin dollars per silicon die area, I think the capacity additions from TSMC are continuing even during these tough 2 quarters Q3, Q4)

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From: slacker7119/23/2021 9:45:00 AM
of 48030
 
Digitimes early headlines for tomorrow shows a rumor that AMD and Mediatek are in talks about a JV.


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From: neolib9/23/2021 10:38:12 AM
of 48030
 
Intel to hold groundbreaking for new fabs in AZ tomorrow:

digitimes.com

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To: slacker711 who wrote (42937)9/23/2021 11:50:14 AM
From: Joe NYC
of 48030
 
I am curious. One area where AMD has almost no penetration is mobile phones...

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To: Joe NYC who wrote (42939)9/23/2021 12:15:45 PM
From: neolib
of 48030
 
They have GPUs going into mobile SoCs at Samsung. But Samsung has little footprint outside of themselves, whereas MediaTek does. If there is anything to this rumor, I suspect its about GPUs for MediaTek.

Which makes me wonder what if any limitations AMD had in order to land Samsung.

If AMD can get MediaTek, that basically leaves Qualcomm as the only big provider that would not be on AMD GPUs, other than captive Apple.

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To: neolib who wrote (42940)9/23/2021 1:39:05 PM
From: Joe NYC
of 48030
 
That would be an excellent way to for AMD to get the foot in the door. MediaTek covers a lot of the market, and them being on TSMC would probably make thinks even easier than Samsung,

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To: Joe NYC who wrote (42941)9/23/2021 1:51:38 PM
From: neolib
of 48030
 
AMD seems to seriously be losing its beta. I suppose that is growing up...

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From: Joe NYC9/23/2021 2:52:32 PM
of 48030
 
MediaTek market share:


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To: Joe NYC who wrote (42943)9/23/2021 2:56:41 PM
From: Joe NYC
of 48030
 
Some old news:

Report: AMD Taps MediaTek to Develop Custom Wi-Fi 6 and 5G Chips
Edit: right now, I think the WIFI and network chips used in AMD mobos are Intel.

tomshardware.com

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