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Technology Stocks
AMD, ARMH, INTC, NVDA
An SI Board Since December 2010
Posts SubjectMarks Bans Symbol
29402 206 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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29402that would probably be ok, as the power density in the power supply would be farengineer3 hours ago
29401Sort of. What they discovered is that by placing the LED under reverse bias closcombjelly4 hours ago
29400<i>I can see that if the junction material had a low bandgap (like Ge useneolib5 hours ago
29399Wait. They are saying they reverse the polarity. So the heat extraction would haPravin Kamdar5 hours ago
29398Isn't reversing the polarity of an LED like turning it into a collection junPravin Kamdar5 hours ago
29397Interesting comment in the EETimes article on GF shedding the IBM 300mm fab, sayneolib6 hours ago
29396Well this part makes sense: <i> That knob is electrical. In theory, reverneolib7 hours ago
29395WISH I COULD UNDERSTAND THIS... phys.orgRunning an LED in reverse could cool fuFUBHO7 hours ago
29394GF keeps downsizing: apnews.com One of the IBM 300mm fabs goes to On Semi.neolib10 AM
29393That articles sentence structure made it difficult reading. I tend to discount rzborusa1 AM
29392Worth a read on chip stocks and valuations currently: semiwiki.comneolibyesterday
29391TSMC Reports First Quarter Results April 18, 2019 HSINCHU, Taiwan, R.O.C., AprFUBHOSaturday
29390Worth a read, this is what I fear in the data center for AMD: eetimes.comneoliblast Friday
29389I can't remember. There was an article on Hackaday a year or two ago. Tryingcombjellylast Friday
29388Who would that be? Seems there are two major pieces to the puzzle, 1) the physineoliblast Friday
29387It isn't. There is at least one startup that is offering those services.combjellylast Friday
29386Ah, I don't know how far out that is, maybe not so far ...rzborusalast Friday
29385I expect a merchant biz in chiplets is going to develop in the not so distant funeoliblast Friday
29384If inteL has no 5g phone modem it has no 5g modem. Which they will need for laprzborusalast Friday
29383Charlie at SA claims Intel's modem biz was killed off last year: semiaccuraneoliblast Thursday
29382<i> These could have been great times for the likes of inteL, if only ...neoliblast Thursday
29381>I am not mistaken, 14HP and the earlier IBM SOI processes use PD-SOI, thoughrzborusalast Thursday
29380Yeah, the IBM POWER CPUs use SOI. POWER9 uses IBM's 14HP — the 14nm FinFET SVattilalast Thursday
29379Glad that one worked out well for you. I followed them more when AMD was heavilneoliblast Thursday
29378> Does Samsung use them as well? I must admit I don't follow Soitec closVattilalast Thursday
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