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  • AMD At A Dead End With PC Processors?  [View article]
    EPHUD

    If you can't figure that out then your not quite the semi-conductor pro that I had taken you for.
    Feb 10, 2016. 10:26 PM | 1 Like Like |Link to Comment
  • AMD's X86 Dead End  [View article]
    @binartech

    See my reply to Vlad above. I think most Intel bulls know that ZEN is coming and they are starting to panic, hence the big selloff of Intel shares hehehe.

    Carrizo is doing the business and when the playing field is leveled and AMD get 14nm FF ZEN out the door, then it will truly be a blood bath.
    Feb 10, 2016. 10:22 PM | Likes Like |Link to Comment
  • AMD's X86 Dead End  [View article]
    @Vlad Hristov

    This is the beginning of the great slide. The avalanche will start when ZEN arrives in Q416. Then it's goodnight nurse.
    Feb 10, 2016. 10:19 PM | Likes Like |Link to Comment
  • AMD's X86 Dead End  [View article]
    "Carrizo is not a bad chip, however it can't compete with skylake.
    OEMs do not want cheaper APUs that can't compete with skylake"

    Not exactly true.

    AMD Increases Notebook Market Traction

    "New Design Wins, Large-Scale Enterprise Deployments, and Technology Feature Adoption Show Continued Momentum for 6th Generation AMD A-Series Processors

    http://bit.ly/1osHNvD

    "SUNNYVALE, CA -- (Marketwired) -- 02/10/16 -- AMD (NASDAQ:AMD) today announced increasing momentum for the 6th Generation AMD PRO A-Series mobile processors, based on the introduction of two new HP notebook design wins, new large-scale enterprise deployments, and the expansion of HP adoption of AMD FreeSync™ technology in its notebooks and displays."
    Feb 10, 2016. 08:37 PM | Likes Like |Link to Comment
  • AMD At A Dead End With PC Processors?  [View article]
    ephud

    I notice some lovely Intel powerpoint presentations representing their tick tock cadence.

    I think it's about time they update the power point slides to tick, tock tock tock, tick, tock tock tock.

    You been drinking the Intel cool aide for far to long man.
    Feb 10, 2016. 08:31 PM | 2 Likes Like |Link to Comment
  • AMD At A Dead End With PC Processors?  [View article]
    Nemesis1ism

    Have a good read of this article before you poo poo AMD chips. If they are so bad, why are they winning so much business?

    AMD Increases Notebook Market Traction

    "New Design Wins, Large-Scale Enterprise Deployments, and Technology Feature Adoption Show Continued Momentum for 6th Generation AMD A-Series Processors

    http://bit.ly/1osHNvD

    "SUNNYVALE, CA -- (Marketwired) -- 02/10/16 -- AMD (NASDAQ:AMD) today announced increasing momentum for the 6th Generation AMD PRO A-Series mobile processors, based on the introduction of two new HP notebook design wins, new large-scale enterprise deployments, and the expansion of HP adoption of AMD FreeSync™ technology in its notebooks and displays."
    Feb 10, 2016. 04:00 PM | 1 Like Like |Link to Comment
  • A Deep Dive Into Intel's 2015 Results And Why 2016 Could Be Much Worse  [View article]
    drbakker

    Hey I'm not a semi-conductor pro but I suggest that benefits of moving to the latest production nodes (10nm, 7nm, 5nm) will be greatest in the mobile arena.

    Moving to the new production nodes can provide dramatic improvements in performance per watt.

    This translates to batteries that last much longer, or batteries that are smaller and therefore more cost effective and thereby facilitating smaller form factors.

    "10nm and below will become an inflection point because it requires EUV lithography which is extremely expensive"

    For the BIG mobile players such as Samsung and Apple there is a very real world benefit moving to these new production nodes.

    But tell me, will Intel reap the same benefits that Samsung and Apple garner?

    Intel dominate the PC server market and they hold a large part of the PC market (which is experiencing secular decline).

    Is the cost of migrating to these new production nodes warranted for the PC and is it warranted for servers?

    Saving milli-watts seems very important for mobility but is it that important for the PC and for servers?

    Logic just seems to suggest that the big mobile players will benefit more from the move to 10nm, 7nm and 5nm.

    I agree that 10nm may well be an inflection point. However the inflection point may benefit Samsung, Apple and all the mobile players more than perhaps Intel.

    We know that AMD and Intel are still forces within the laptop, notebook, ultra-book markets so in those segments sure both companies will gain from the move to the new production nodes.

    I think both companies will benefit moving to 14nm and then 10nm especially for their tablet and mobile phone offerings.

    The question is can the white box Chinese tablet and phone manufactures follow TSMC, GF and Intel down to 10nm and beyond.

    If the cost is so prohibitive that it prevents the Chinese suppliers following then perhaps certain companies will have an advantage in the higher end of the market.

    However there is nothing to stop Lenovo for example using TSMC chips and we know that TSMC, GF and Samsung are already working on 7nm node tech.

    So it seems that Intel will not have a manopoly on 10nm node tech, nor will they have a manopoly on 7nm node tech.
    Feb 9, 2016. 03:09 PM | 2 Likes Like |Link to Comment
  • A Deep Dive Into Intel's 2015 Results And Why 2016 Could Be Much Worse  [View article]
    Erhan Altay

    What you say may be true.

    AMD do face certain headwinds. There is the secular decline of the PC market affecting nVidea, Intel and AMD.

    There is the current prevailing economic environment of uncertainty affecting all companies the same.

    However AMD have allot of cash and liquid assets on hand with approx $2.466 billion current assets, 1.7 billion quick assets and approx $320,000,000 arriving soon from the sale of their test and assembly facilities. This means they are well placed to get their new technology out the door and on the market.

    http://bit.ly/1PLxkWh;pdf=

    AMD have been lagging Intel for a very long time yet now they have some very competitive technology with Jim Keller's input into their new ZEN architecture.

    Their new 14nm FF Polaris GPU's are scheduled to start arriving around June of 16. There are actually two flavors of the Polaris GPU (10 and 11). One being for energy efficient gpu's for mobile applications the other being for high power applications.

    I haven't seen a definitive release date for nvidea's Pascal parts.

    We know the AMD parts are now showing up in the shipping databases although it appears nVidea are masking their product codes now for the shipping databases.

    The question is where can Intel achieve growth when the PC market is experiencing secular decline?

    Because AMD's bulldozer architecture was considered by some to be inferior to Intel's, there would appear to be an avenue of growth open to AMD if ZEN achieves the goals set by the company.

    This is not to say that AMD will roll Intel over and steal all their market share, but if thing's go well for AMD then the company can win some meaningful market share from Intel.

    Now there is a difference between what is meaningful to AMD and what is meaningful to Intel. AMD may win a relatively small portion of market share that actually dramatically improves their revenue performance.
    Feb 9, 2016. 03:03 AM | Likes Like |Link to Comment
  • A Deep Dive Into Intel's 2015 Results And Why 2016 Could Be Much Worse  [View article]
    AMD are set to release their all new ZEN architecture by Q4 16. ZEN has benefitted from the input of Jim Keller one of the acclaimed chip architects of our time.

    It will be truly interesting to see how AMD's 14nm FF ZEN parts stack up against Intel's chips.

    This is the first time for many many years that AMD have had access to competitive process node technology as Global Foundries have licensed Samsung's 14nm FinFet process tech.

    This close working relationship between Samsung, Global Foundries and AMD may well give AMD access to Samsung's all new 10nm process node set for production by Q4 16.

    For those that follow the semi-conductor industry closely this battle between Intel and AMD (aka David and Goliath [Intel being Goliath]) will be the showdown of the decade.
    Feb 8, 2016. 04:21 PM | 2 Likes Like |Link to Comment
  • AMD's X86 Dead End  [View article]
    "The name of Bulldozer is a such a good fit for digging AMD's own grave."

    Interesting conversation thanks :)

    You know that on Gold Rush Alaska they use bulldozers to remove the overburden which exposes the gold bearing "pay dirt".

    Hopefully AMD's experience with bulldozer will allow them to build a better part in ZEN (the pay dirt).

    Hopefully we can call bulldozer a learning experience and hopefully Jim Keller has done a fabulous job with ZEN.
    Feb 4, 2016. 06:59 PM | Likes Like |Link to Comment
  • AMD's X86 Dead End  [View article]
    "get out of your own head and go have a read".

    Better still, buy yourself a really nice RV (recreational vehicle) and go touring round the US. By the time you get to Vegas, ZEN will be here already :)
    Feb 2, 2016. 04:20 PM | 1 Like Like |Link to Comment
  • AMD's X86 Dead End  [View article]
    You know Jim Keller's at Tesla.

    http://tinyurl.com/jgl...
    Jan 29, 2016. 10:29 PM | 1 Like Like |Link to Comment
  • AMD's X86 Dead End  [View article]
    More of ephud's predictions!

    I recall a certain prediction about AMD being bankrupt by 2010.

    That hasn't worked out.

    Why should we believe her latest predictions?
    Jan 29, 2016. 06:28 PM | 1 Like Like |Link to Comment
  • AMD's 2016 Will Still Be Really Tough  [View article]
    A question for the author?

    "Obviously, between 2017-2018 we will see the new ZEN+ with Samsung 10nm process, but it is hard to expect another consistent increase for the CPU core count."

    This is the first time that I have heard that ZEN+ will be produced on Samsung's 10nm node.

    Have you links for this information?

    It certainly sounds great that AMD may use 10nm for ZEN+.
    Jan 27, 2016. 08:24 PM | Likes Like |Link to Comment
  • AMD's 2016 Will Still Be Really Tough  [View article]
    Over the last month I have been using a Samsung 8" tablet to play an online combat flight simm where four players simultaneously engage in battle.

    Lately I have noticed that the tablet gets hot and after approx. 1/2 to 3/4 of an hour of intense gameplay, the tablet essentially becomes unusable. The graphics starts stuttering and the gameplay is not good.

    This is no criticism or indictment of Samsung. They probably never intended for the tablets to be used for intense gameplay.

    However this situation tells me that there is a glaring opportunity for someone to produce a kick butt gaming tablet.

    AMD's ZEN apu with Polaris graphics should be the part that will enable kick butt gaming on tablets.

    But AMD just have to bring the part to market already!

    Clearly Samsung SOC's are fit for purpose. But can they produce an SOC capable of driving a serious gaming tablet?

    I would like to see a Samsung gaming tablet with a ZEN APU with Polaris graphics. Energy efficient SOC that hopefully won't overheat.
    Jan 27, 2016. 06:02 PM | Likes Like |Link to Comment
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