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Technology Stocks
AMD, ARMH, INTC, NVDA
An SI Board Since December 2010
Posts SubjectMarks Bans Symbol
42309 242 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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42309Looking at that I'd say its a pretty clear graph of how CV19 drove demand laneolib3 hours ago
42308It could be that the reason Lisa is confident AMD can meet its goals independentJoe NYC8 hours ago
42307The end of an era at Intel. www-tomshardware-com.cdn.ampproject.orggvatty8 hours ago
42306Ingebor has just released his latest numbers from MindFactory. July was anotherVattila7 AM
42305> 20% + CAGR [for HPC] for next 4 years to 2025 Wouldn't you know it — 2Vattila4 AM
42304HPC market is forecasted to have a 20% + CAGR for next 4 years to 2025 IntersecJoe NYCyesterday
42303Awesome ramp: "The PlayStation 5 is Sony Interactive Entertainment's fVattilayesterday
42302That would do the trick! <i>Some combinations wouldn't boot. I had onneolibyesterday
42301neo, Re: I don't see from this how they claim early Ryzen level performance TGPTNDRyesterday
42300I don't see from this how they claim early Ryzen level performance however: neolibyesterday
42299Here is an interesting one of the SI news feed, and using Hypertransport to bootneolibyesterday
42298Microsoft Takes Sharper Aim at On-Prem HPC: reddit.comPravin Kamdaryesterday
42297Nice to be up on a down day too, today.Joe NYClast Friday
42296Congrats to all AMD holders! It ended this week at over $100! A doubling from heKelvin C.P. Wanglast Friday
42295No graphics cards from Intel, but they have the merch ready: [graphic]Joe NYClast Friday
42294Yes! There was some discussion on Twitter, and I also posted a patent that showJoe NYClast Friday
42293I do wonder if Intel made sure Raja sold all his AMD stock before joining Intel.Pravin Kamdarlast Friday
42292Thanks for sharing! Nice summary of the analysts' take.Vattilalast Friday
42291I do wonder if Intel made sure Raja sold all his AMD stock before joining Intel.neoliblast Friday
42290Intel is stepping into a highly competitive arena shaped by the long and intenseVattilalast Friday
42289Raja's doing his best... <i> It's kind of a mystery that Intel caneoliblast Friday
42288Intel DG2 graphics card now delayed until CES 2022 launch. wccftech.com It'Joe NYClast Friday
42287Superb presenter from the Radeon team announces RX 6600 XT: [youtube video] AfVattilalast Friday
42286Something worth reading from Zacks (for a change): zacks.comPravin Kamdarlast Friday
42285But every time China uses this power arbitrarily and capriciously, the power dimJoe NYClast Thursday
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