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Technology Stocks
An SI Board Since December 2010
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39710 234 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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39710I keep wondering what impact Gary Patton has had at Intel. He has been there a neolib3 hours ago
39709AMD 2020-Q4 EPS Contest (non-GAAP) User EPS Revenue Q1 Outlook Kelvin C.P. WanVattila4 hours ago
39708Seems the substrate shortage problem is partly a yield issue: digitimes.comneolibyesterday
39707Trump wacks Huawei one last time, clobbers Intel (AMD too?) from doing biz with neolibyesterday
39706Takes a really tech savvy, tough no bullshit leader to navigate through it all. greg syesterday
39705Gelsinger has a tough road before him. there are two main groups inside Intel thengineeryesterday
39704I think "constructive confrontation" may reappear at Intel Corp.greg syesterday
39703Thanks, only in the first 15 minutes. What a pleasant guy. Very disarming. .rzborusayesterday
39702I recently bought an Avnet Ultra96 V2 just to play with w/Xilinx Ultrascale avnfastpathguruyesterday
39701RISC-V is now becoming available in SBC (Single Board Computer) form factor. HavVattilayesterday
39700They never learn do they?neolibyesterday
39699Computer History Museum's interview of Pat Gelsinger back in 2019: [youtubeVattilayesterday
39698TSMC continues to gobble up EUV systems, and I haven't seen any recent articneolibyesterday
39697Courtesy of Rick the Vet on Agoracom IP protection: Your concerns are very realmacnaiyesterday
39696interesting from your capex table. Intel was getting as much capex as TSMC, but rzborusayesterday
39695interesting from your capex table. Intel was getting as much capex as TSMC, but engineeryesterday
39694Thanks for posting that, I see my guess on the automotive side was correct, it oneolibyesterday
39693It would be interesting to know what the Intel board is looking for in GelsingerVattilayesterday
39692schyitt!.... why would they go to China????? Great .. they will have it knocked longzyesterday
39691Note the name is Big Island, I think that is a play on the Island names AMD usedneolibyesterday
39690POET Technologies Opens Product Design and Development Center in Shenzhen, Chinamacnaiyesterday
39689tomshardware.comPravin Kamdaryesterday
39688Yeah, given how they still print money each qtr, not having Plan B ready to go aneolibMonday
39687i hope that Gelsinger doesn't swallow the koolaid from the INTEL process guyengineerMonday
39686This would be an interesting development. The combination of AMD and Xilinx if uKelvin C.P. WangMonday
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