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Technology Stocks
AMD, ARMH, INTC, NVDA
An SI Board Since December 2010
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43192 247 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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43192So the 128 core Bergamo has a CPU ID: [tweet]Joe NYCSaturday
43191It seems this is the most relevant leak for the rest of the year from AMD (well Joe NYClast Friday
43190There is some further confirmation that AVX512 is dead in ADL, even if small corJoe NYClast Friday
43189Thanks, fits Intel. youtube.com Edit, loved the song, never knew the name of irzborusalast Friday
43188That is a Positively 4th street comment. eom.dvdw©last Friday
43187I am not sure what to believe here, but apparently NVidia foresees GPU prices coJoe NYClast Thursday
43186BTW, recent press from Samsung is saying they will ramp their 3nm GAA in 2H22 wineoliblast Thursday
43185I think this is why N7 (and N6 which is counted with it I think) is remaining veneoliblast Thursday
43184Some TSMC cc analysis, and N3 delays, long cycles, delays. New node N3E will cuJoe NYClast Thursday
43183Thank you thank you, been following AMD since K6. Somehow missed that one. Jusrzborusalast Thursday
43182Does anybody remember this one? Xbox creator apologizes to AMD over last-minuteJoe NYClast Thursday
431817nm is quite massive, this late in the game after 5nm has been in production forJoe NYClast Thursday
431807nm still has huge mobile SoC volumes, and Nvidia is also on 7nm at TSMC, and loneoliblast Thursday
43179I came across all these points about Alder Lake and I think most if not all are Joe NYClast Thursday
43178Might be crap, but a fun read. notebookcheck.netgvattylast Thursday
43177TSMC results are in and they are good. Guidance for the Q4 and the year is alsoJoe NYClast Thursday
43176Some contradiction there on the Apple influence, true. On the other hand, the TVattilalast Thursday
43175But this claims otherwise: digitimes.comneoliblast Thursday
43174> I think the gain today [...] was all about the 6600 Someone on the AMD ConVattilalast Thursday
43173Sounds plausible. I didn't see any news yesterday about Intel. Makes one wrzborusalast Wednesday
43172Nvidia DLSS Is Building a Walled Garden, and It’s Working techtelegraph.co.ukFrank Sullylast Wednesday
43171I think the gain today (which took it a bit above last Thur) was all about the 6neoliblast Wednesday
43170AMD surged and Intel swooned, last couple of days. thoughts?rzborusalast Wednesday
43169AMD will report Tue the 26th.neoliblast Wednesday
43168– Up to 1.3X better performance-per-watt than the competition in select titles aJoe NYClast Wednesday
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