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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.
Comments (12)
  • jbriano
    , contributor
    Comments (13) | Send Message
     
    No way! AMD pushing back the release of new chips? Clearly, these are the end times.
    27 Aug 2013, 01:29 PM Reply Like
  • markitos
    , contributor
    Comments (163) | Send Message
     
    Intel's manufacturing lead over competition just got wider. That's all folks!
    27 Aug 2013, 01:48 PM Reply Like
  • anubis44
    , contributor
    Comments (193) | Send Message
     
    @markitos: Not really. TSM and Global Foundries are still on the same schedule for smaller process sizes. This rumour changes nothing. AMD is still releasing a huge broadside against nVidia (9000 series Radeons in October), Sony and Microsoft consoles coming out in November, and the Steamroller cores will be out early next year. Even if the small delay is true, it is immaterial, as they were already scheduled to come out just after Christmas anyhow. One month more won't make any real difference.
    27 Aug 2013, 04:49 PM Reply Like
  • Matthias Waldhauer
    , contributor
    Comments (14) | Send Message
     
    I really don't like those news, where the author searched for some reason to explain a single company's move in the market, which is nothing else than caused by the company's beta. Todays move in $INTC or $NVDA look rather similar. So why should $INTC drop due to any rumoured AMD's APU delays?

     

    The actual reason is Syria.
    27 Aug 2013, 02:26 PM Reply Like
  • SA Editor Eric Jhonsa
    , contributor
    Comments (804) | Send Message
     
    Intel is down 0.8%, Nvidia is down 1.2%, and AMD is down 6.6%. That's a major difference.
    27 Aug 2013, 02:30 PM Reply Like
  • Resaebiunne
    , contributor
    Comments (2) | Send Message
     
    Time to buy more AMD :-)
    27 Aug 2013, 03:14 PM Reply Like
  • RWMostow
    , contributor
    Comments (1350) | Send Message
     
    Huh?

     

    -rwm
    27 Aug 2013, 04:58 PM Reply Like
  • toonies
    , contributor
    Comments (418) | Send Message
     
    I made order to buy more at 3.32 and moved to beer pub to see my friends from old school times. Now at home and seeing that AMD was lowest at 3.33 today. Maybe tomorrow or maybe I lost chance to add more at very nice price. I will see. Good night.
    27 Aug 2013, 06:20 PM Reply Like
  • Matthias Waldhauer
    , contributor
    Comments (14) | Send Message
     
    After writing this, $INTC went up by 15c later in the day maybe due to the emotion sensing tech news, which appeared at that time.

     

    $NVDA did not recover as $AMD, and so both GPU manufacturers had similar moves intraday. I don't just look at the daily percent move.
    1 Sep 2013, 04:56 AM Reply Like
  • User 12794351
    , contributor
    Comment (1) | Send Message
     
    It all depends on how good the new AMD chips are and if they are priced right. The time push back will be just what it is, a delay. The better mouse trap always wins in the end.
    27 Aug 2013, 03:36 PM Reply Like
  • anubis44
    , contributor
    Comments (193) | Send Message
     
    Exactly. Merry early Christmas to those who missed getting in on AMD earlier. Now is your chance, and it may be your last at this price for a very long time.
    27 Aug 2013, 04:43 PM Reply Like
  • Filoe Ziloe
    , contributor
    Comments (30) | Send Message
     
    Digitimes is not exactly the most reliable source - remember the Apple rumors they blew it on-

     

    http://aol.it/13XbWaR

     

    "Digitimes is a joke. Not a funny joke, either. It's like one of those train-wreck standup comedy routines that seems to go on forever. Digitimes is the tech world's equivalent of Krusty the Clown: everyone seems to recall a time when they were once relevant, but no one can precisely remember exactly when that was."
    27 Aug 2013, 05:00 PM Reply Like
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