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Tuesday, Aug 27
AMD slumps following chip delay report
- Digitimes reports the arrival of low-end desktop CPUs based on AMD's (AMD -4.3%) recently-launched (28nm) Kabini architecture has been pushed back to March '14 from 2H13. Moreover, the arrival of Beema, Kabini's successor (also 28nm), has been pushed back to 1H15 from 2H14.
- The site also reports AMD's high-end Hawaii GPUs will launch at the end of September; that's in-line with recent reports. Hawaii is pivotal to AMD's efforts to take back high-end GPU share from Nvidia's (NVDA -1%) Kepler GPUs. Nvidia is expected to launch its next-gen Maxwell GPU line in Q1 2014, and might refresh its Kepler lineup later this year.
- Digitimes reported last month the launch of AMD's Kaveri CPUs (based on the 28nm Steamroller architecture and aimed at mid-range/high-end PCs) could be delayed until Feb. '14. Kaveri's successor, Carrizo (based on the 28nm Excavator architecture), is due in 2015.
- CPU delays serve to extend Intel's (INTC -1.1%) manufacturing process edge over AMD. Intel is in the midst of ramping production of its second-gen 22nm Haswell CPUs, and is expected to launch its 14nm Broadwell CPUs in 2H14. 22nm and (subsequently) 14nm Atom CPUs are also on tap.