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
36619 222 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
36619Time to play again: AMD 2020-Q1 EPS Contest (non-GAAP) User Revenue EPS Q2 OuVattila4 minutes ago
36618This one? ;) Message 32640006 fpgfastpathguruan hour ago
36617There was an article out of Italy published recently, looking at excess deaths fneolib2 hours ago
36616I think they said during the update yesterday that the dotted line represents 86fastpathguru3 hours ago
36615With the big SComputer win in 2021 there must be some way with HSA etc. to rockrzborusa3 hours ago
36614All gaps get filled? [graphic]neolib4 hours ago
36613Jensen has often waxed eloquent about CUDA as his moat around GPUs that neither neolib4 hours ago
36612As an AMD investor, I can assess how likely I would be to upgrade to an AMD sysph574 hours ago
36611What part of planning ahead do you not understand? Cuomo is running at least 5 ph575 hours ago
36610Local Walmart parking lot was pretty full yesterday. My local Safeway does enfoneolib6 hours ago
36609Looks like early 2021 if not later, for USB4. It’s not clear if Intel plans on rzborusa7 hours ago
36608I think they said during the update yesterday that the dotted line represents 86fastpathguru7 hours ago
36607I think they said during the update yesterday that the dotted line represents 86Pravin Kamdar7 hours ago
36606Just eyeballing it, but the "medium case" here looks to be around 70k-fastpathguru7 hours ago
36605afaict thunderbolt 3 is Intel-proprietary. fpgfastpathguru7 hours ago
36604I highly doubt that curve. The USA is very diverse in its response, and will haneolib8 hours ago
366034/1/2020rzborusa8 hours ago
36602So, now the markets have a base line projection to discount. If we trend below tPravin Kamdar9 hours ago
36601Of course — "GDDR7".Vattila10 AM
36600[graphic] [graphic] AMD 100-000000074 EPYC (48-CORE) MODEL 7642 Pravin Kamdar10 AM
36599The bare metal servers are being made available in IBM Data Centers across the NPravin Kamdar10 AM
36598April Fools?Pravin Kamdar10 AM
36597"An Absolute Beast" — I like that.Vattila10 AM
36596Big Navi rumor: wccftech.comPravin Kamdar10 AM
36595Don't be mean like these other idiots Charles. [tweet] [tweet][tweet]FUBHO10 AM
Previous 25 | Next 25 | View Recent | Post Message
Go to reply# or date (mm/dd/yy):