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Ashraf Eassa

 
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  • More About The Intel Investor Meeting [View article]
    Air gaps were actually initially slated to be implemented in IBM's 32nm node (and Intel's Mark Bohr at the time *slammed* them), but they never showed up in the IBM processes and did finally show up in the Intel 14nm logic process.

    IMFT has been using air-gaps in NAND for quite some time.

    Cool stuff from Intel...

    --AE
    Dec 14, 2014. 11:32 AM | 9 Likes Like |Link to Comment
  • Qualcomm's Growth Prospects Look Promising Despite Negative Headwinds [View article]
    "I looked at the article you wrote that developed this projection. The article included several questions in the comment section to which I did not see responses."

    Alex isn't pulling it from thin air -- management guided to this CAGR. Of course, we can debate whether they'll actually hit it or not (forecasting that far out is tough), but management does know more than we do.

    --AE
    Dec 14, 2014. 11:20 AM | 1 Like Like |Link to Comment
  • Qualcomm's Growth Prospects Look Promising Despite Negative Headwinds [View article]
    I think it'll do quite well over the next year. I am long common stock and would like to build a position in 2015 LEAPs when I can.

    --AE
    Dec 14, 2014. 12:01 AM | 2 Likes Like |Link to Comment
  • Qualcomm's Growth Prospects Look Promising Despite Negative Headwinds [View article]
    Qualcomm doesn't sell the RF Front End to Apple; it sells the RF transceiver.

    --AE
    Dec 13, 2014. 11:25 PM | Likes Like |Link to Comment
  • Intel Short Interest Drops After Positive News [View article]
    Not a good idea to short w/o a thesis. What's your thesis?

    --AE
    Dec 11, 2014. 04:44 PM | 2 Likes Like |Link to Comment
  • Intel Short Interest Drops After Positive News [View article]
    Nice article, Bill.

    --AE
    Dec 11, 2014. 04:39 PM | Likes Like |Link to Comment
  • TSMC's November sales up 64% Y/Y; Samsung starts 14nm production [View news story]
    Nice showing from TSMC.

    --AE
    Dec 11, 2014. 02:06 PM | Likes Like |Link to Comment
  • Advanced Micro Devices' (AMD) 2014 Raymond James' Systems, Semiconductors, Software & Supply Chain Conference. [View article]
    I e-mailed AMD, and it looks like User 12115671 was correct and Devinder did indeed misspeak: K12 is targeted for a FinFET node.
    --AE
    Dec 10, 2014. 07:22 AM | 2 Likes Like |Link to Comment
  • Advanced Micro Devices' (AMD) 2014 Raymond James' Systems, Semiconductors, Software & Supply Chain Conference. [View article]
    "The client road map does not mean that skybridge is late, especially considering the emphasis AMD has put on delivering on time."

    It can't be "late" because AMD never gave a precise launch timeframe...

    --AE
    Dec 9, 2014. 06:39 PM | 1 Like Like |Link to Comment
  • Advanced Micro Devices' (AMD) 2014 Raymond James' Systems, Semiconductors, Software & Supply Chain Conference. [View article]
    The client roadmap was just updated in Nov. 2014, so it'd be a stretch to think they're just going to launch a surprise set of SoCs in the 2015 timeframe...

    --AE
    Dec 9, 2014. 06:09 PM | 1 Like Like |Link to Comment
  • 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
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