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Technology Stocks
AMD, ARMH, INTC, NVDA
An SI Board Since December 2010
Posts SubjectMarks Bans Symbol
38704 230 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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38704SEC filings for what?neolib20 minutes ago
38703Has anyone come up with the actual SEC filings yet or are they holding them out TGPTNDR4 hours ago
38702AMD will rally another 44% as it snaps up more semiconductor market share, Bank Pravin Kamdar7 hours ago
38701Intel has 2 processors in the top 12 in Amazon's best selling processor listPravin Kamdar7 hours ago
38700AMD Ryzen 9 5950X Flaunts Zen 3 Single-Threaded Domination In New Benchmarks hoPravin Kamdar7 hours ago
38699Data center GPUs are nVidia's cash cow. With what AMD has achieved with RDNAPravin Kamdar9 AM
38698AMD shares some RDNA 2 HW raytracing performance indicators hexus.net Better tPravin Kamdar8 AM
38697Agree, the merger is a long-term affair. Lisa Su says she is not in a rush to doVattila2 AM
38696Marvell Nears Deal to Acquire Inphi for $10 Billion [graphic] Liana Baker and Robert Oyesterday
38695Well Digitimes thinks the server market is slowing currently: digitimes.comneolibyesterday
38694I will say one somewhat negative aspect of the show today was headline performanneolibyesterday
38693PE Ratio 136!neolibyesterday
38692So, we have Ryzen 5000 beating Intel in all workloads, Radeon 6000 matching nVidPravin Kamdaryesterday
38691This should help. AMD raised from $9 to $13 by Citi: reddit.comPravin Kamdaryesterday
38690BofA from the Yahoo: Bank of America just came out another report about AMD'Pravin Kamdaryesterday
38689[graphic] [graphic]bit3yesterday
38688tgp, I expect AMD to have about 30% less price gain until the end of 2021 than Pravin Kamdaryesterday
38687100B Mrkt cap business providing enterprise cloud computing solutions so I thougRobert Oyesterday
38686Pravin, Re: Even with great earnings, AMD will have to drag the extra mass of soTGPTNDRyesterday
38685But what exactly is Infinity Cache? It appears to be 128M of on board SRAM, kinneolibyesterday
38684He likes it that way. There is the school .... Probably a better investment thrzborusayesterday
38683Wish I knew the bit that made Charlie change his mind on the deal.Pravin Kamdaryesterday
38682The effective bandwidth improvement achieved with Infinity Cache is amazing, anPravin Kamdaryesterday
38681>Your fondness for the deal will emerge with time, I guess. :-) The deal wilrzborusayesterday
38680On the effectiveness of Infinity Cache: [graphic] amd.comVattilayesterday
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