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Technology Stocks
AMD, ARMH, INTC, NVDA
An SI Board Since December 2010
Posts SubjectMarks Bans Symbol
45828 253 1 AMD
Emcee:  neolib Type:  Moderated
Update on 8/16/16: At IDF, Intel announced they are broadly licensing and supporting ARM IP on their 10nm Foundry process, and presumably going forward. Having thrown in the towel on mobile SoC's and Contra Revenue earlier this year, this would appear to be RIP for x86 in both mobile and likely IoT. Instead, Intel appears to want to compete with the Foundries for the wafer volume those markets offer. Since it takes years to build IP and customer relationships, and Intel has a checkered history of being a reliable partner and silicon scaling is near the end, this will be a very interesting development to watch over the next 5-10 years.

Update on 1/28/16: TSMC & Samsung both exited 2015 in high volume FinFET production, while AMD is scheduled for mid-16 on GF's FinFETs. TSMC will start 10nm customer tapeouts in 1Q16 and production by 4Q16. The PC industry remains in contraction, now entering the 5'th year of decline, and mobile is showing hints of peaking as well. The big question for '16 is whether any new high volume applications for semis emerge. Automotive, wearables, VR, and drones are potentials that might develop in 2016.

Update on 3/6/15: With confirmation from WMC that Samsung will ship two devices with 14nm FinFET SoCs starting April 10, 2015, it is finely becoming clear how drastically the Foundries have closed the process gap with Intel. An interesting question now for 2015 is when the combination of Samsung/GF and TSMC will surpass Intel in wafer area on FinFET processes on a quarterly basis. My guess is that Q4'15 sees this milestone occur.

Update on 2/26/15: With WMC a few days away, it is widely anticipated that Samsung will debut 14nm SoCs into a very high volume product: The Galaxy S6. With an expected ramp for Apple A9 SoCs in Q2, and likely some additional SoC volume from Qualcomm, it would appear that Samsung will ship more CPUs at 14nm than Intel in 2015. Intel might possibly ship more wafer area at 14nm, but data on that is difficult to obtain. The mobile SoC's are as big or bigger than the lower end higher volume PC CPUs, and so far, Intel's slow ramp of 14nm product has not progressed well for the large die devices.

Update on 8/6/14: Since this board was started, the CPU space has changed considerably, and so has the semi Foundry space. The AMD/Intel competition in x86 processors has been replaced with x86 vs ARM as computing has increasingly shifted to mobile form factors. Intel has made a significant shift to use their leading edge process advantage as a Foundry. The huge volumes in mobile now dominate leading edge wafer production, and competition is fierce to land Apple's orders between TSMC and Samsung. Intel has struggled to launch 14nm, and the Foundries are making a determined effort to close the gap with Intel on process tech. What happens in late 2014 and through 2015 for 14/16nm FinFET processes now looks like the big story in semiconductors in the next year+.

While the x86 CPU contest between AMD & Intel has grown old, exciting things are happening in the CPU and graphics world. The age of APUs in the x86 world has begun, with both AMD and Intel rolling out new families in early 2011. Meanwhile, 2010 saw the explosive launch of tablet PC's, mostly powered by non-x86 designs, and running non-MSFT OSes and software. What will 2011 bring to the CPU/GPU world?

This is a moderated board. All views are welcomed, but please restrict posts to useful content about CPUs, GPUs, the companies involved, or related market conditions. Attacking/baiting other posters, and snark in general will lead to banning.

Additional Comment: The companies working in this space have talented engineers & managers, and while we all may have our views on them, please refrain from endless bashing of them, as it does not contribute much useful to the board.
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45828Although interesting, in that it shows the acceptance of the various platforms, Vattila5 hours ago
45827> I've a 4x YO daughter who still is buying the game boxes about wheneverVattila5 hours ago
45826Some interesting data from the cloud providers. CPU and GPU instances. [graphiJoe NYC5 hours ago
45825You may be right about that. It will be a new world post mining and capacity liJoe NYC6 hours ago
45824Joe, Re: AMD market share in GPU is, do(sic)some extend(SIC), limited by the poTGPTNDRyesterday
45823Re: On the bright side, AMD has YEARS of experience selling "the best perfoTGPTNDRyesterday
45822Vatilla, Re: A teenager has to be lucky to experience just one launch just at TGPTNDRyesterday
45821AMD has less than 1/3 of Nvidia's gaming share, and well less than 10% of itneolibyesterday
45820True, but AMD is in position to try to capture more premium on product pricing aJoe NYCyesterday
45819On the bright side, AMD has YEARS of experience selling "the best performanneolibyesterday
45818Anyway, I wonder if AMD is being too cocky here, underestimating NVidia. If NViJoe NYCyesterday
45817This looks like authoritative summary of RDNA 3. Says RDNA 3 is area optimized,Joe NYCyesterday
45816AMD has kept these intros separate in the recent past. I am still guessing thatJoe NYCyesterday
45815Well, if the true total x86 units number is 84 million, then my estimate comes oVattilayesterday
45814True. And there is RDNA 3 coming as well. Also, I am particularly impressed by Vattilayesterday
45813> Remember a few years back in Q1 or 2 (don't recall which) console salesVattilayesterday
45812Yeah, but if that were the case, we still need to find another 5M CPUs/qtr to marzborusayesterday
45811"Regardless of that, AMD having its EPYC 9000 "Genoa" family beinrzborusayesterday
45810More good news. wccftech.comgvattyyesterday
45809Yeah, but if that were the case, we still need to find another 5M CPUs/qtr to maneolibyesterday
45808then AMD is getting about $200 each, which IMHO is WAY to high given what the corzborusayesterday
45807ASUS has bad quarter, profits down 80%, calls Q2 black swan event. Expects risiJoe NYCThursday
45806Amazing numbers. More so considering that AMD: - was capacity constrained in Q2Joe NYCThursday
45805Well, you are close and bracketing my numbers. I ended up with just under 27M fneolibThursday
45804I still cannot make your console numbers with 81 million total units, though. &VattilaThursday
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