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Technology Stocks
AMD, ARMH, INTC, NVDA
An SI Board Since December 2010
Posts SubjectMarks Bans Symbol
28013 202 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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28013FUTs nicely in the red again, but only 150 on the DOW and 40 on the Naz. AMD mneolib8 hours ago
28012Related take from Digitimes on supplychain impacts that could happen: digitimesneolibyesterday
28011I expect this to get nasty if the USA doesn't back down, and AMD has risk: neolibyesterday
28010Interesting discussion here: semiwiki.com I side with the AMD bulls posting thneolibyesterday
28009The always connected mobile devices have clobbered PC usage, yet the PC form-facneolibSaturday
28008>does one always walk around with a laptop? I forget my cell phone sometimesrzborusaSaturday
28007<i>Qualcomm said the chip sports peak performance similar to Intel’s 15W CTHE WATSONYOUTHlast Friday
28006On China and semis: semiwiki.comneoliblast Friday
28005Article on ARM/AWS servers: semiwiki.comneoliblast Friday
28004Anandtech on Qualcomms PC SoC: anandtech.comneoliblast Friday
28003It should be noted that Lenovo has been shipping a 10nm Intel notebook, but its neoliblast Friday
28002Well, it was actually nice of you to dig that old article out, because we got anneoliblast Friday
28001<i>He infamously predicted the demise of the foundry model.</i> ...THE WATSONYOUTHlast Friday
28000Another victory for open-source — Microsoft will base their Edge browser on the Vattilalast Friday
27999Intel's director of process technology, Mark Bohr, has had enough. "MaVattilalast Friday
27998Intel increases its spending on extra 14nm capacity by 50% to $1.5B for 2018. “Vattilalast Friday
27997Look at the volume in AMD options today, vs the OI at the start of the day: [grneoliblast Thursday
27996An article on the futs behavior last night: cnbc.comneoliblast Thursday
27995Well there is this: ubergizmo.com <i> There is no doubt that Snapdragon neoliblast Thursday
27994What is Qualcomm up to with the last picture in this article: semiaccurate.com neoliblast Thursday
27993AVGO (broadcom) lifting the semis in AH. Maybe AMD will make up some of the 10%neoliblast Thursday
27992buying at the open today would have gotten you have of it. What news is drivingneoliblast Thursday
27991LSCC has been on fire this week. Bucking the market. Wish I had bought it when iPravin Kamdarlast Thursday
27990The biggest landmine for AMD (or rather us stockholders of AMD!) on Tues will beneoliblast Thursday
27989Intel arch day is next Tue. Thanks for reminding me, that will be something toPravin Kamdarlast Thursday
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