SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks
AMD, ARMH, INTC, NVDA
An SI Board Since December 2010
Posts SubjectMarks Bans Symbol
37768 224 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.
Previous 25 | Next 25 | View Recent | Post Message
Go to reply# or date (mm/dd/yy):
ReplyMessage PreviewFromPosted
37768Interesting read. What's wrong with Intel by a former Intel engineer. P.S. Igvatty6 hours ago
37767UPDATE HPE has come up with a scheme to make its AMD-powered servers an exceptitomike007 hours ago
37766The Microprocessor : A Biography thriftbooks.com I bought the above book aboutDoug M.yesterday
37765I talked myself into selling 13% of my AMD today. Also, some board members hereDoug M.yesterday
37764Good point. I was lumping Nvidia and Intel together. That's not quite right.Vattilayesterday
37763<<The problem Nvidia shares with Intel is that they are dividend stocks wiDoug M.yesterday
37762NVIDIA trading at almost 23X sales - I'm just multiplying their recent $3.08Doug M.yesterday
37761I'll admit I'm pretty intoxicated:)! I agree most of the longs knew andtomike00Tuesday
37760Not quite your whole life, we had them before, back in the 2006/7 Opteron days. neolibTuesday
37759waited my whole life for the cross over. When it happened, it happened with a baPravin KamdarTuesday
37758FPG, Re: Less than a month ago, we were eyeballing "crossover"> LeTGPTNDRTuesday
37757Vatilla, Re: There is also the upcoming Advanced Matrix eXtension (AMX) in &quTGPTNDRTuesday
37756Amen. Same thing happened to me. Options trading got me all back in when it diPravin KamdarTuesday
37755The problem Nvidia shares with Intel is that they are dividend stocks with shareVattilaTuesday
37754<<Balancing greed and fear is difficult. One thing is for sure, the tech bDoug M.Tuesday
37753Intel had a 48 P/E in 2000 - check the annual report on page 23: d1lge852tjjqowDoug M.Tuesday
37752PTSD is a good way to describe it. I was lucky in the tech bubble and ended up slacker711Tuesday
37751Re: "Hard to believe"... Let me put something in perspective that we fastpathguruTuesday
37750<<Congrats! FWIW, I am probably a little biased here since I also saw manDoug M.Tuesday
37749Congrats! FWIW, I am probably a little biased here since I also saw many peoplslacker711Tuesday
37748"Be fearful when others are greedy and be greedy when others are fearful.&qDoug M.Tuesday
37747Tom's Hardware on Ice Lake-SP 7 days ago: <<It should be noted that Doug M.Tuesday
37746Thanks - pruning is probably the way to go for me. I'm sitting on 25K + shaDoug M.Tuesday
37745I see Nvidia as harder to catch than Intel. Intel is hamstrung by process tech aneolibTuesday
37744AMD is now trading at 10X sales. Wall Street is in love with AMD equally to theDoug M.Tuesday
Previous 25 | Next 25 | View Recent | Post Message
Go to reply# or date (mm/dd/yy):