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25225 186 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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25225 Well a good start would be for AMD to actually announce the date of earnings. neolib9 minutes ago
25224The upgrade is based on good traction for EPYC, it seems: "The surprise upVattilaan hour ago
25223We get a Stifel upgrade this morning it appears. From $17 to $21.neolib2 hours ago
25222 I saw a graph recently that showed the departure of DRAM bit pricing from the hneolib3 hours ago
25221So do cheaper graphics cards lower the overall cost of computers potentially incstsimon5 hours ago
25220Sounds like the beginning of a pricing crisis to me. How low will they go??neolib12 AM
25219RE: Radeon RX 580 I got an email flyer from Newegg that had one for $199.FUBHOyesterday
25218 Is the GPU pricing crisis ending? Amazon's selling a Gigabyte THE WATSONYOUTHyesterday
25217I'm not sure how companies with significant international sales and purchasestsimonyesterday
25216 As the USA goes about screwing up foreign partnerships, we are going to see morneolibSaturday
25215 IIRC, but I have not accumulated the data, they generally announce two weeks orneolibSaturday
25214Perhaps the delay in announcing the date for the release of the Q2 earnings repoVattilaSaturday
25213Half-way through July, and AMD has not yet posted the date of earnings, and InteneolibSaturday
25212....some AMD GPU rumors AMD'S NEXT-GEN GPU architecture duTHE WATSONYOUTHlast Friday
25211 This is interesting: semiaccurate.comneoliblast Friday
25210 The BOD gave all the senior managers a pay raise a few days back as well. Lisaneoliblast Thursday
25209BTW, Q2 17 was one of the two where AMD did go first, the 25th vs Intel's 27neoliblast Thursday
25208.....sounds pretty confident “We believe the opportunities aTHE WATSONYOUTHlast Thursday
25207Those must be estimates, AMD does not have it listed on their IR event calendar neoliblast Thursday
25206 Re: AMD has not yet disclosed their date, >Yahoo and Fidelity both have earnTGPTNDRlast Thursday
25205Since you called it stupid, I assume you observed something else? What??neoliblast Thursday
25204Your post here stupid as it was... From: neolib Read Replies (2) of 25203 Trumdvdw©last Thursday
25203 INTC Q2 report now scheduled, its Thur the 26'th. AMD has not yet discloseneoliblast Thursday
25202 Spurious correlations? Are you a nut? AMD MOSTLY trades with the market intraneoliblast Thursday
25201Spurious correlations don't work so lets refrain from using them. Fluctuatidvdw©last Thursday
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