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   Technology StocksAMD, ARMH, INTC, NVDA


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From: Joe NYC9/23/2021 9:22:19 PM
of 43866
 

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To: Joe NYC who wrote (42959)9/24/2021 11:45:13 AM
From: neolib
of 43866
 
This development today may be somewhat positive for AMD/Xilinx:

reuters.com

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To: neolib who wrote (42960)9/24/2021 12:32:37 PM
From: rzborusa
of 43866
 
What a story, complete with twists.

On a lighter note this poster from Yahoo makes some interesting gibble gabble, a reasonable summary er humorous ...:

ozymandias15 hours ago
$AMD conversation

Nan Ya PCB is set to commercialize new ABF substrate capacity by the end of 2021 and will scale up its output substantially for AMD's processors in the second quarter of 2022, which is expected to help the US chipmaker significantly drive up its shipments.

ABF = Ajinomoto Bonding Fluid. used for stacking 3D chips. Notice $INTC is not mentioned. You cannot stack monolithic 450 Watt ovens.

ABF is used mostly for GPU and servers and APUs. AMD targets super computers, servers, and thin light notebooks.

Notice the whole Island of Taiwan is supporting their favorite lady, Doctor Lisa Su. Taiwan can replace Intel.

Intel has a new business plan under Pat 'the mouth' Gelsinger. Intel plans to build low margin auto parts. That's the plan. No customers yet. Yugo is negotiating.

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From: Joe NYC9/24/2021 1:32:56 PM
of 43866
 
AMD-Xilinx deal draws requests for remedies in China - report

Sep. 23, 2021 11:25 AM ET Advanced Micro Devices, Inc. (AMD), XLNX Intel Corporation (INTC)By: Jason Aycock, SA News Editor 80 Comments

JHVEPhoto/iStock Editorial via Getty Images

The $35 billion acquisition of Xilinx ( XLNX +1.6%) by Advanced Micro Devices ( AMD +1.2%) is spurring calls for behavioral remedies in China, according to news service MLex.Industry players are raising flags over downstream applications of field-programmable gate arrays - FPGA, where Xilinx is in a strong position.Xilinx's FPGAs are being widely used among Chinese companies for such applications as functional verification of CPUs and application-specific integrated circuits, or ASICs.And while previous views compared the AMD-Xilinx deal to a precedent merger allowed by China - that of Intel ( INTC +1%) and Altera - new concerns focus on whether there will be continued supplies of FPGAs.Companies have expressed worries about that issue to China's State Administration for Market Regulation, MLex says. Xilinx's FPGA share in China is estimated at more than 50%, far ahead of Intel's (nearly 30%).AMD still awaits approval from China but has received antitrust clearance in the U.S. and Europe. Recently, AMD was said to have made progress in China with large third parties ready to bless the transaction.

seekingalpha.com

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From: Joe NYC9/24/2021 3:58:25 PM
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Some more detailed from that Digitimes article on MediaTek JV:

tomshardware.com

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To: Joe NYC who wrote (42963)9/24/2021 4:10:29 PM
From: Joe NYC
of 43866
 
Breakdown of the server market shares by vendor:

AMD Scores Its Highest Server CPU Market Share in Years: Report

tomshardware.com

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To: Joe NYC who wrote (42964)9/24/2021 4:21:21 PM
From: Joe NYC
of 43866
 
Just one thing I did not think of:

AMD is going to get access to all of the Xilinx patents, such as this one:


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To: Joe NYC who wrote (42965)9/25/2021 7:59:12 PM
From: rzborusa
of 43866
 
Years of failure at Intel are even worse in the light of AMD's strides. Turning their fabs into foundries for auto parts says it all.

youtube.com

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From: neolib9/27/2021 11:04:37 AM
of 43866
 
Anyone see any AMD specific news this AMD? Its certainly beating the markets very nicely at 8AM.

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To: neolib who wrote (42967)9/27/2021 12:38:09 PM
From: Joe NYC
of 43866
 
XLNX is at All Time High. Not sure if it is related...

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