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Ashraf Eassa

 
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  • Advanced Micro Devices' (AMD) 2014 Raymond James' Systems, Semiconductors, Software & Supply Chain Conference. [View article]
    "Both are small efficient SoCs that can be interchanged on the same board, we hanvnt heard much at all about it sonce announced in March."

    I'd guess because they won't be announced until late 2015 for broad availability in 2016.

    --AE
    Dec 9, 2014. 05:43 PM | 1 Like Like |Link to Comment
  • Advanced Micro Devices' (AMD) 2014 Raymond James' Systems, Semiconductors, Software & Supply Chain Conference. [View article]
    Well, if it were 14/16nm FinFET then he'd have said it.

    It seems like K12 is at *best* 20-nanometer, but more likely a 28-nanometer part.

    Either way, Intel will be steep into the ramp of its 2nd gen 14nm Skylake product before K12 sees the light of day. I'd bet on K12 having to go up against 10nm Cannonlake.

    AMD will easily get to >50% of its revenues from non-PC products, but I'm not sure which will be the bigger contributor: PC market share loss or growth of its other businesses.

    --AE
    Dec 9, 2014. 03:37 PM | Likes Like |Link to Comment
  • Advanced Micro Devices' (AMD) 2014 Raymond James' Systems, Semiconductors, Software & Supply Chain Conference. [View article]
    "AMD has said multiple times they will be at 20nm in 2015, although without detail, we are left to wait and see."

    Right, so expect a game console APU + discrete GPU on 20nm. The Nov. 2014 roadmaps show 28nm client APUs for all of 2015.

    --AE
    Dec 9, 2014. 10:46 AM | 1 Like Like |Link to Comment
  • Advanced Micro Devices' (AMD) 2014 Raymond James' Systems, Semiconductors, Software & Supply Chain Conference. [View article]
    "K12 at 28nm in 2016? Where does that put Zen? What about HBM, GPU's and the rest of the stuff? "

    I bet you that AMD does a 20nm GPU in 2015, since these are big, high-margin chips.

    --AE
    Dec 9, 2014. 07:25 AM | 1 Like Like |Link to Comment
  • Advanced Micro Devices' (AMD) 2014 Raymond James' Systems, Semiconductors, Software & Supply Chain Conference. [View article]
    Where is it on the client roadmap? I see lots of 28nm.

    There's just a puffy promotional slide claiming Skybridge is "coming" in 2015.

    Maybe they'll announce it in late 2015 and then the volume comes in 2016. However, we just got confirmation that K12 is 28nm, so...yeah.

    --AE
    Dec 8, 2014. 05:44 PM | 3 Likes Like |Link to Comment
  • Advanced Micro Devices' (AMD) 2014 Raymond James' Systems, Semiconductors, Software & Supply Chain Conference. [View article]
    20nm isn't coming next year; see official AMD roadmap.

    http://bit.ly/1A9aIV2

    There is no chance that AMD will be competitive in the client CPU market if it's shipping its lead product on 28nm in 2016.

    --AE
    Dec 8, 2014. 05:32 PM | 5 Likes Like |Link to Comment
  • Intel's Keys To 2015 Earnings Growth [View article]
    Intel LTE roadmap as of 2013:

    http://bit.ly/1A8POFy

    14nm modem wasn't expected until 2016.

    --AE
    Dec 8, 2014. 02:12 PM | 1 Like Like |Link to Comment
  • Intel's Keys To 2015 Earnings Growth [View article]
    Ed

    "It was first and foremost a strategy to hold Dell, HP, Lenovo and other leading PC vendors in the Intel camp to as high a market share as possible."

    [citation needed]

    "But $4B = $100 per CPU. This is a ridiculously high number."

    This is misleading. $4 billion loss comes primarily from very high R&D costs associated with building out a whole suite of mobile-focused IPs and SoCs.

    Building connectivity, cellular, low power CPU/GPU, etc. IPs for mobile is expensive and very R&D intensive. Intel needs to invest as if it is the market leader but right now has the revenues of a start-up. Hence the big loss.

    --AE
    Dec 6, 2014. 10:41 AM | 2 Likes Like |Link to Comment
  • Intel's Keys To 2015 Earnings Growth [View article]
    "Near as I can tell the contra revenue is not included in the $4b - it appears accounted for in the near zero operating income that comes before operating expenses including R&D."

    Not quite.

    If I build a chip for $8, sell it for $20, but then provide $15-$20 worth of contra-revenue, then I'm losing money per unit sold (negative gross margins).

    Intel has indicated that mobile gross margins stay negative during 2015 and maybe get to gross margin breakeven in 1H 2016.

    --AE
    Dec 6, 2014. 10:38 AM | Likes Like |Link to Comment
  • Intel's Keys To 2015 Earnings Growth [View article]
    Ed

    "Apple and QCOM own it."

    Tell that to Xiaomi, Lenovo, Coolpad, and the hordes of other vendors that have been eating Samsung's market share and pricing power alive.

    The smartphone business will devolve into a commodity business just as tablets and PCs before them with lots of volume and profit/revenue opportunity for best-of-breed silicon vendors.
    Dec 5, 2014. 01:10 PM | 3 Likes Like |Link to Comment
  • Intel's Keys To 2015 Earnings Growth [View article]
    "Intel is not in the smartphone business and won't in the future. Apple and QCOM own it. Profitable Smartphone requires latest baseband."

    Variants of the Samsung Galaxy Note 4, Galaxy Alpha, LG G3, Galaxy Tab S, etc. all use Intel's latest XMM 7260 baseband. Intel's XMM 7360 looks pretty feature competitive with MDM9x45.

    "There is no way that an Atom on leading edge with all of its added IP and die size in low volume is cheaper than small die Broadwell (that is high volume) + chipset on (n-1) process on same package planar."

    No. Intel sells Bay Trail-M/D SoCs into the low cost PC market and their cost structure IS significantly lower than cut-down Core processors for this market.

    "Original plan with Atom was to stride across smartphone and tablet. That scenario is gone. Instead Broadwell strides across tablet and 2:1 which exists and is going into higher volume. Also easier for Intel to manage the latter scenario with its OEMs (Dell, HP, Lenovo etc)."

    The majority of the Intel-powered tablets shipped today are using Atom, not Core.

    --AE
    Dec 5, 2014. 01:07 PM | 2 Likes Like |Link to Comment
  • Intel's Keys To 2015 Earnings Growth [View article]
    I honestly don't understand, Ed, why you think big core will be used in place of Atom. Intel already substituted the vast majority of its Pentium/Celeron processors with Atom cores, and for the majority of the tablet market, big core is overkill. I also doubt very much that big core will be optimal for phones.

    --AE
    Dec 5, 2014. 12:30 AM | Likes Like |Link to Comment
  • Intel FY 2015: Mid-Teen Earnings Growth Attainable [View article]
    Alex

    "Well maybe, maybe when Ashraf does something that's deserving of respect I'll be "respectful."

    To quote you:

    "Thanks for the comment Ashraf, that certainly does help flesh out some of what I was thinking. Also, I went ahead and made edits to the article. Your fact checking skills with regards to Intel are impeccable as usual. It's nice to hear back from you."

    http://seekingalpha.co...

    --AE
    Dec 2, 2014. 04:39 PM | 3 Likes Like |Link to Comment
  • Intel FY 2015: Mid-Teen Earnings Growth Attainable [View article]
    Thanks, RSA. It's much appreciated, my friend.

    --AE
    Dec 1, 2014. 09:54 PM | Likes Like |Link to Comment
  • Intel FY 2015: Mid-Teen Earnings Growth Attainable [View article]
    RSA

    You nailed it.

    --AE
    Dec 1, 2014. 09:39 PM | Likes Like |Link to Comment
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