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Technology Stocks
AMD, ARMH, INTC, NVDA
An SI Board Since December 2010
Posts SubjectMarks Bans Symbol
37165 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.
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37165Agree, AMD should sell ATI or what's left to inteL. Never happen, inteL doerzborusalast Friday
37164I think these defections from the graphics group reflect the long difficult inteVattilalast Friday
37163It will be time to panic when a guy named Mike Clark goes to Intel IMHO.neoliblast Thursday
37162If AMD's future is so bright, I wonder why they can not hold on to their talPravin Kamdarlast Thursday
37161clearly mobile phones. AMD's mobile products never come first, they are halneoliblast Thursday
37160AMD has never delivered early. We all keep fantasizing, but it never happens.neoliblast Thursday
37159"Lisa Su has more-or-less confirmed the Ryzen 4000 series on 5nm rumour is Vattilalast Thursday
37158If there is something to it, and I guess there is — no smoke without fire — I haVattilalast Thursday
37157 AMD to Present at Bank of America Securities Global Technology Conference GLOBSamlast Thursday
37156ARM's big.little getting more complex: semiaccurate.comneoliblast Thursday
37155Yes, I highly doubt Zen3 has suddenly moved to a new node, while Zen4 could hardneoliblast Thursday
37154I don't trust DigiTimes' accuracy on this rumour. It may be that AMD andVattilalast Thursday
37153I'd be shocked if AMD was the first to adopt any new process at TSMC.neoliblast Thursday
37152Well, if the market is selling on good news, prepare for another ride today: TSVattilalast Thursday
37151It was a strange day, and like yesterday, NVDA nearly matched AMD's behaviorneoliblast Wednesday
37150youtube.comPravin Kamdarlast Wednesday
37149AIN'T NO WAY AMD DESERVED TO BE UNDER 50. AIN'T. NO. WAY. fpgfastpathgurulast Wednesday
37148Micron's stock swings to a gain after profit, revenue outlook raised <&lDoug M.last Wednesday
37147I hope all this good news stops shortly, because its not helping the stock priceneoliblast Wednesday
37146That's EPYC! [graphic] Dell EMC PowerEdge R7525 review: An EPYC core densiVattilalast Wednesday
37145By the way, if this rumour pans out, where is the 16-core refresh? Could there bVattilalast Wednesday
37144The Street's take: AMD Reportedly Plans June CPU Launches to Counter Intel&Vattilalast Wednesday
37143reddit.comPravin Kamdarlast Wednesday
37142videocardz.comPravin Kamdarlast Wednesday
37141Looks like we're going to get a Ryzen 3000 refresh, as I speculated over at Vattilalast Wednesday
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