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   Technology StocksAMD, ARMH, INTC, NVDA


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From: Joe NYC10/22/2021 6:39:39 PM
of 45856
 
So I came across the source of the story about overclocked Alder Lake overclocked to 5.3 GHz on all big cores The power consumption at 400W

Small cores were turned off, so if those were on, it would be even higher.

wccftech.com

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From: Joe NYC10/23/2021 9:55:46 AM
of 45856
 
Hard to believe:

AMD Market Cap: 145b
Intel Market Cap: 200b

And if Xilinx is approved, AMD could catch up

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To: Joe NYC who wrote (43269)10/23/2021 10:08:54 AM
From: FJB
of 45856
 
What happens if China decides to move on Taiwan? Every tech stock I own depends on TSMC...

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To: FJB who wrote (43270)10/23/2021 12:14:27 PM
From: neolib
of 45856
 
Which is why TSMC should have some extreme pressure put on them to "copy exact" around the globe ASAP.

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To: neolib who wrote (43271)10/23/2021 7:26:51 PM
From: rzborusa
of 45856
 
True dat. But, the path to China supremacy goes through so many place that have been supportive of Taiwan and TSMC that are deep and wide. Dictators lie to themselves and reach the conclusion that they are the only one that can lead the peoples to the promised land. Or, they are just desperately clinging to power and use that argument.

Light is the best disinfectant.

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To: Vattila who wrote (43258)10/25/2021 12:40:17 PM
From: Kelvin C.P. Wang
of 45856
 
$0.75 $4.40B $4.70B

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To: Vattila who wrote (43258)10/25/2021 1:08:59 PM
From: rzborusa
of 45856
 
.76, 4.44B, 4.6B

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From: Joe NYC10/25/2021 2:09:36 PM
of 45856
 
This is most likely going to be the (killer) Instinct announcement event. BTW, there is some speculation going on about its performance.

First the name of the top chip may be MI250, and it may have all 3 of the below:
- doubling size (2 interconnected die)
- increased clock speed
- architectural improvements.

PS: also EPYC innovations?

---------------------------------------------------------------------------------------------------------------

SANTA CLARA, Calif., Oct. 25, 2021 (GLOBE NEWSWIRE) -- AMD (NASDAQ: AMD) will host its Accelerated Data Center Premiere on November 8, 2021 at 11 a.m. ET, showcasing the company’s upcoming innovations with AMD EPYC™ processors and AMD Instinct™ accelerators.

The virtual event is slated to feature presentations from AMD President and CEO Dr. Lisa Su, Senior Vice President and General Manager, Data Center and Embedded Solutions Business Group Forrest Norrod, and Senior Vice President and General Manager, Server Business Unit Dan McNamara.

The event will be accessible to the public at www.amd.com/en/events/data-center starting at 11 a.m. ET. A replay will be available and can be accessed after the conclusion of the livestream event.

AMD to Host Accelerated Data Center Premiere Virtual Event on November 8, 2021 (yahoo.com)

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From: fastpathguru10/25/2021 2:10:00 PM
of 45856
 
In case anyone is interested, XLNX/AMD has been diverging back away from the 1.72 acquisition ratio... Down to 1.43 from 1.50.

fpg

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To: Joe NYC who wrote (43275)10/25/2021 2:15:26 PM
From: Joe NYC
of 45856
 
So the EPYC innovations could be Milan-X and or Trento.

From a comment on Twitter:

"My Instinct tells me this is going to be EPYC"

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