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25846 189 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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25846I have no clue. And it very well may be that there are some tricks you can do incombjelly5 hours ago
25845Well, if true, he has. Graphics is not my thing, but traditionally this sort of combjelly6 hours ago
25844 In the CC Jensen assures us that up until now, RT required huge numbers of Xeonneolib6 hours ago
25843Heck, I had a raytracer on my Amiga 1000, circa 1987. Even then, the technique hcombjelly6 hours ago
25842 I wonder how compatible on the software side AMD's ray tracing SDK "Raneolib7 hours ago
25841 Looks like he has: wccftech.comPravin Kamdar9 hours ago
25840True, but Jensen say's he's completely revolutionized GPUs by adding thineolib9 hours ago
25839The term Ray Tracing is pretty old. We already used RT render engine when I starStockOverflowErroryesterday
25838 Truing info starting to leak ahead of Monday: Prices claimed to neolibyesterday
25837Exactly.Pravin Kamdaryesterday
25836 [graphic] [graphic] ** Nvidia disappointed on much lower crypto revenues, saybit3yesterday
25835 NVIDIA Corporation (NVDA) CEO Jensen Huang on Q2 2019 Results - Earnings Call Tbit3yesterday
25834With Bitcoin Sinking, Crypto Miners Just Dig Deeper bloomberg.comHarvey AllenThursday
25833I did a quite listen through the CC and it appears to me that consumer Turing wineolibThursday
25832Did he say anything about consumer Turing and or anything about 7nm?neolibThursday
25831 Nvidia forecast lags Wall Street as crypto demand evaporates REUTERS 5:49 PMSamThursday
25830 But we knew that. nVidia CC: Blah, blah, blah.... Sounds like an Intel call.Pravin KamdarThursday
25829More likely we will see the inverse rising tide lifts all boats. Facebook, AmastsimonThursday
25828I don't see how bad crypto GPU sales is good for AMD. Means more GPUs on thFUBHOThursday
25827Just rumors ... of such a placerzborusaThursday
25826 in a normal non bizaro world Wut dat? I've heard stories.Pravin KamdarThursday
25825NVDA down 3.5% ah That would seem to be good for AMD in a normal non bizaro worrzborusaThursday
25824Nvidia's stock falls 5% as weak crypto-mining sales ding outlook MARKETWATCHFUBHOThursday
25823I'll do some ground work this weekend, as well. Perhaps Costco is not represPravin KamdarThursday
25822called Best Buy Poughkeepsie today...............after a non productive discoursTHE WATSONYOUTHThursday
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