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Technology Stocks
AMD, ARMH, INTC, NVDA
An SI Board Since December 2010
Posts SubjectMarks Bans Symbol
32645 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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32645I found this at the bottom: Tags: 4.1GHz, 7nm, 82 core, CXL 2.0, DDR5, Granite rzborusa42 minutes ago
32644Guesses as to what this is? semiaccurate.comneolib4 hours ago
32643.............."just a maniacal focus by the team".......they're reTHE WATSONYOUTH8 hours ago
32642wccftech.comPravin Kamdaryesterday
32641If it hadn't been for the down market you would think an MS Surface win coulneolibyesterday
32640That was the Rome launch event. There was some specific comments between her neolibyesterday
32639Yep, and there was the appearance of the girl from MS next to Lisa on the stage,rzborusayesterday
32638BTW, this was posted fully 9 months ago, in Nov '18. So this has been in thneolibyesterday
32637Yes it is deliberate. It was about 3 years ago that AMD used to at least reportneolibyesterday
32636Well, I suspect that if true and AMD gets these sockets now, its highly predicatneolibyesterday
32635> I think they had AMD at like 795 or so and Intel below 750, but don't captainfreedom2yesterday
32634[graphic] NVDA "Given how dominant Nvidia currently is in the AI traininbit3yesterday
32633So, have to be GF 14/12nm. Fits the larger 15 inch form. Twould be an easy hoprzborusayesterday
32632I find it rather fortuitous for the Saudis to all of a sudden get a huge financiPravin Kamdaryesterday
32631Thanks for posting, that will be very nice if true. Would be even nicer if theyneolibyesterday
32630gizmochina.com But a larger display is not the biggest change Mircosoft is makirzborusaSunday
32629Please keep these issues to other boards, I value everyone who posts things abouneolibSunday
32628I don't have such a high opinion of my opinions and I get along with just abrzborusaSunday
32627Have you suggested the same thing to Watson? I don't know the guy but for 2J_F_ShepardSunday
32626Why not agree to disagree and move on?rzborusaSunday
32625Neolib, You mentioned no pundits were writing about what low interest rates areph57Sunday
32624I don't think you'll hear from Watson anymore.....J_F_ShepardSunday
32623Please guys, take this elsewhere...neolibSunday
32622That higher figure was quoted from either an analyst or one of the industry statneolibSunday
32621Thanks for the answer neolib, it makes sense. So, I would say Lisa's statemecaptainfreedom2Sunday
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