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Technology Stocks
AMD, ARMH, INTC, NVDA
An SI Board Since December 2010
Posts SubjectMarks Bans Symbol
38199 227 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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38199Here's Rambus: <<Equalized multi-signaling mode driver Abstract Doug M.33 minutes ago
38198PAM-4 signaling used in GDDR6X and probably more. I think that Tom's HardwaDoug M.35 minutes ago
38197Intel's upcoming "Sapphire Rapids" CPU gets another supercomputer Vattilayesterday
38196I think perhaps it was this: yahoo.comneolibyesterday
38195Anyone know what happened about 2:20 ET: [graphic]neolibyesterday
38194The standard programming model for heterogeneous platforms (CPU, GPU, DSP, FPGA,Vattilayesterday
38193EPYC acclaim from VMware: "AMD has made security an easy choice for our cuVattilayesterday
38192[youtube video] Didn't see this before. Love the comments Kramer made abouttomike00yesterday
38191scmp.com Maybe Nvidia acquisition of Arm not a done deal. Although I thought ptomike00yesterday
38190Before you guys get too carried away, there are some clouds on the horizon: digneolibTuesday
38189Think out of the box!Pravin KamdarTuesday
38188Aye, for "Milan", it looks like most in the tech community are expectiVattilaTuesday
38187You're going to need to get that bike out, get a new car, wardrobe, haircut,Pravin KamdarTuesday
38186Looking a head, and to hold off ARM, we need Genoa to be 96 core with SMT4 and wPravin KamdarTuesday
38185The AOTS benchmark leak for Ryzen 5800X is discussed over at AnandTech, and postVattilaTuesday
38184Nicely put. I agree!Pravin KamdarTuesday
38183The excitement and anticipation is escalating appreciably, day by day, as we getVattilaTuesday
38182reddit.comPravin KamdarTuesday
38181If the rumors of the Ryzen 5900X having a 150W TDP are true, I think it's a Pravin KamdarMonday
38180China ramping efforts in 5G and server chips: digitimes.comneolibMonday
38179The first? wccftech.comPravin KamdarMonday
38178Well a lot of the GPU leak data seems to have come from Apple and they don'tneolibMonday
38177Isn't it odd that this close to Zen3 launch that there are no performance lePravin KamdarMonday
38176Trump trying to tighten the noose on SMIC now: reuters.com Not on the Entity LneolibSunday
38175As long as they can maintain their pace of increasing margins and increasing marrzborusaSunday
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