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Technology Stocks
AMD, ARMH, INTC, NVDA
An SI Board Since December 2010
Posts SubjectMarks Bans Symbol
28914 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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28914I'll stick my neck out a bit and predict that HiSilicon will have the first neolib7 hours ago
28913It does look like they have first silicon test chips (Dec) but these are only 4-neolib7 hours ago
28912Well it looks like ARM will beat Intel to 7nm server (Intel's 10nm). A 64 cneolib7 hours ago
28911Anandtech's take on it: anandtech.comneolib7 hours ago
28910ARM's dedicated server cores: eetimes.comneolib7 hours ago
28909[youtube video] youtube.com I think some of the words he uses to describe DLSSTimFyesterday
28908Worth a read on AI and chips: eetimes.com I agree, I think dedicated AI designneolibTuesday
28907Is NVIDIA Stock Worth the Investment Right Now? >>>>>>>>The_CommodoreTuesday
28906Well spotted. Makes sense.VattilaTuesday
28905I imagine there might be a Koduri link there somewhere.neolibMonday
28904A little further down there was this gem: <i><b>Ineda was founded ineolibMonday
28903Intel buys Ineda Systems, to harvest its graphics expertise "Intel is puttVattilaMonday
28902Thanks, Sam.Pravin Kamdarlast Friday
28901AMD did exactly the same thing two weeks ago, and the stock rallied nicely afterneoliblast Friday
28900 Nvidia stock rallies on forecast, but analysts aren't so sure about it MARSamlast Friday
28899The MIPS open sourcing is progressing too: eetimes.comneoliblast Thursday
28898Reviews for the first game with both ray tracing and DLSS are out. Sounds like slacker711last Thursday
28897I should note one other thing, Jensen didn't give his usual very long windedneoliblast Thursday
28896Two very specific questions wrt to AMD and data center, and both times Jensen clneoliblast Thursday
28895Well, it seems my other windows were interfering for some reason, so here are myneoliblast Thursday
28894Supposedly the CC has begun, but my sound keeps cutting out, the same problem I neoliblast Thursday
28893It was Gaming where NVDA got creamed, fall to $954M from $1,764 (55%) from Q3. neoliblast Thursday
28892The CC is at 2:30, I'll try to listen, but might not be able to. If anyone neoliblast Thursday
28891Up more like 8% now. They just made (IIRC) their quarter, and are guiding flat neoliblast Thursday
28890Concerning LSCC: I identified the company, believed in their edge products and hPravin Kamdarlast Thursday
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