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Technology Stocks
AMD, ARMH, INTC, NVDA
An SI Board Since December 2010
Posts SubjectMarks Bans Symbol
35000 219 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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35000Sounds like Renoir is the real deal.Vattila2 hours ago
34999crown 47 to 60 thefly.com [graphic] =================== also on intc [graphbit37 hours ago
34998digitimes.com Intel to cut PC processor prices in 2H20bit38 hours ago
34997Found this for those who don't know what immersion cooling is... .[youtube vgzubeckyesterday
34996.....sounds like there are quite a few approaches AMD could take toward "ThTHE WATSONYOUTHyesterday
34995Perhaps immersion cooling will become pervasive: "Until about 2014, the teVattilayesterday
34994[graphic] My only question right now is...How do you cool this thing? Is there gzubeckyesterday
34993Looks like all the work on the xbox and playstation has taken AMD to radical newgzubeckyesterday
34992This, perhaps? AMD Researchers Eye APUs For Exascale "AMD Research, the rVattilayesterday
34991<i>How do the pieces of the puzzle fit together?</i> ..............THE WATSONYOUTHlast Saturday
34990<i>According to Tom's Hardware/Digitimes, AMD laptop CPU market share THE WATSONYOUTHlast Saturday
34989"The Ryzen 9 3950X is capable of building the Linux kernel in about 40 secoTHE WATSONYOUTHlast Saturday
34988Speaking of Big Navi, Lisa Su just stated: "you gonna see Big Navi in 2020&Vattilalast Friday
34987Ryzen is a developer's dream processor. "The Ryzen 9 3950X is capable Vattilalast Friday
34986Interesting that Brad and Josh's roles are graphics related. Then there is Pravin Kamdarlast Friday
34985Josh followed this guy over: linkedin.com crunchbase.comPravin Kamdarlast Friday
34984AMD 2019-Q4 EPS Contest (non-GAAP) User Revenue EPS Q1 Outlook Pravin Kamdar $Vattilalast Friday
34983$2.17, $0.33, $1.95BPravin Kamdarlast Friday
34982<i>This is of course disregarding any general market depreciation due to gTHE WATSONYOUTHlast Friday
34981AMD 2019-Q4 EPS Contest (non-GAAP) User Revenue EPS Q1 Outlook Vattila $2.15B Vattilalast Friday
34980crn.comPravin Kamdarlast Friday
34979tomshardware.com AMD takes wrecking ball to Intel segmentation strategy........THE WATSONYOUTHlast Friday
34978> Wouldn't it be crazy if your "optimistic" scenario comes to fVattilalast Friday
34977I think there is a lot of nonsense written and spoken about the capacity issue. Vattilalast Friday
34976<i>He is a VERY capable engineer, and will be a big loss to IBM.</i>THE WATSONYOUTHlast Friday
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