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Technology Stocks
An SI Board Since December 2010
Posts SubjectMarks Bans Symbol
34140 218 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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34140<i>I don't think that post reflected having no confidence.</i> THE WATSONYOUTH10 minutes ago
34139Jensen Huang tries hard to look cool, but Lisa beats him without looking like shclspie3 hours ago
34138Jensen will be up tomorrow at 2PM - 4PM PST: sc19nvidiaspecialaddress.splashthaneolib5 hours ago
34137Raja is giving a keynote at SC19 for Intel today: intel.comneolib7 hours ago
34136AMD introduces Secure Nested Paging (SEV-SNP) — an extension to their Secure EncVattila10 AM
34135Oops, I was asleep yesterday....neolibyesterday
34134Neo, Message 32419811Pravin Kamdaryesterday
34133While this article claims specifically that they are at least initially planningneolibyesterday
34132I see Anandtech had the story yesterday: anandtech.comneolibyesterday
34131Well this is novel: <i> A company called Nuvia just introducneolibyesterday
34130Looks like Linus (witn 10M subs) has loaded up on AMD: reddit.comPravin Kamdaryesterday
34129Quanta Goes AMD EPYC “Rome” in a Big Way servethehome.comPravin Kamdaryesterday
34128Sounds like details may emerge tomorrow.neolibyesterday
34127It seems that Intel and nVidia are going to be creating powerful scalable GPUs uPravin Kamdaryesterday
34126I see there are rumors of Nvidia 7nm reveal next week: <i>Some analysts eneoliblast Friday
34125Well I see that there are claims of mid-2020 launch for Xe: Sinceneoliblast Friday
34124That is interesting because, IIRC, in the past Fujitsu did the whole system inteneoliblast Friday
34123I have been following the price (over price) of the Ryzen 3800X. It started out Pravin Kamdarlast Friday
34122Cray/Fujitsu Partnership Drives Exascale Supercomputing This mighPravin Kamdarlast Friday
34121Well if it just taped out now, it won't be in production in 1H20 I don'neoliblast Friday
34120AMD or nVidia? semiaccurate.comPravin Kamdarlast Friday
34119The question now is whether it will stay green for the day.neoliblast Friday
34118$40 here we come!neoliblast Friday
34117There was no mention at all about new products from Nvidia. But CC's are noneoliblast Friday
34116And another: atos.netPravin Kamdarlast Friday
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