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An SI Board Since December 2010
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27283 199 0 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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27283> Do we (ye) know the area of i9 9900k ?? It's pretty small; ~174 mmVattila51 minutes ago
27282> To be fair to Intel though, i9-9900K is a much more impressive processor anrzborusa3 hours ago
27281Yeah. Remember AMD FX-9550 Black Edition (4.7/5.0 GHz, 220 W)? That was AMDVattila11 AM
27280Seems to me like the 2700X comes out smelling like a rose. Intel has a TDP probPravin Kamdar9 AM
27279RE:Sohail Ahmed, who has jointly led Intel's vaunted manufacturing group sinFUBHO2 AM
27278>Although it is hot and power-hungry, it is an impressive CPU, the result of rzborusayesterday
27277> I hope the reviewers talk about this [i9-9900K] TDP bullshit on Friday. ThVattilayesterday
27276Nah — I guess the market is spooked by this new joker Ferragu from New Street RVattilayesterday
2727510%. Really? The quarter must have leaked.Pravin Kamdaryesterday
27274"Moving to the next node increases the performance of AMD chips, but stillPravin Kamdaryesterday
27273Another pessimistic view from some analyst: "We don’t see Intel’s delay inVattilayesterday
27272Perhaps. Generally red and ugly in the markets today, though, with AMD hit partiVattilayesterday
27271By the way, it is not only analysts that are sceptical about AMD's targets aVattilayesterday
27270Looks like Hari was just giving GS cover to sell. Just as he did before to buy.Pravin Kamdaryesterday
27269Yeah, there is a lot of upside for AMD if the bullish scenario comes to pass. ApVattilayesterday
27268From that note: In server CPU, we are not making any changes to our market shPravin Kamdaryesterday
27267LOL. Sorry. I'm just starting to pay attention again.Pravin Kamdaryesterday
27266And I just checked on Newegg. AMD has 14 of the top 21 best selling desktop procPravin Kamdaryesterday
27265Nice data! Looks like Intel shortages has real effect. Regarding German affinitVattilayesterday
27264> GS Note Come on, stay awake. I posted that exact link yesterday. I even coVattilayesterday
27263> When will zen2 be released? Mid of 2019? I think that is a reasonable expeVattilayesterday
27262Thought this was interesting from a post on yahoo: ----------------------------Pravin Kamdaryesterday
27261GS Note: reddit.com PravinPravin Kamdaryesterday
27260spin off manufacturing into a subsidiary foundry Intel's version of GlobalFoStockOverflowErroryesterday
27259Oh man. I remember when AMD started selling stuff offSpun off Spansion in 2005?StockOverflowErroryesterday
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