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mKiwi

mKiwi
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  • The Scariest Graph I Can Show AMD Shorts [View article]
    This is my amateur view not being an IT professional :) If you have a limited amount of capital as AMD do, then you apportion the deployment of that capital very carefully just as an emergency hospital might apply the concept of triage.

    Having said that it should not be forgotten that AMD have a cornerstone share holder in Mubadala with very, very deep pockets.

    AMD have a large product pipeline but currently AMD could say that console APU's are their star performers. Therefore overriding priority should be placed on supplying Mr Softie XBox AND Sony PlayStation gaming consoles.

    Many of AMD products such as the imbedded APU's for industrial signage, etc are probably perfectly fine being produced at the 28nm process so why prioritize their migration to 20nm.

    AM1 platform is an entry level platform designed for say the sub $399 hobbyist market. It's probably also designed to gain market penetration in the Indian and Chinese market. I can't see that AMD would benefit migrating that platform to 14nm.

    While Mullins and Beema probably would benefit migrating to 14nm for power and performance reasons, they don't currently represent a large portion of AMD's production.

    However there is one area that seems like a glaring candidate for transition to 14nm. That is the custom and semi-custom SOC's. Custom SOC's will be partially financed by the customer so AMD don't need to spend huge amounts designing custom SOC's for production on Samsung's 14nm process.

    CEO R Read has stated that Custom SOC's provide the sticky revenue that AMD now desire. Who might want AMD to produce Custom SOC's on Samsung's 14nm process. Apple! Do Apple desire some of AMD IP produced on state of the art Samsung finfet technology? Would Apple benefit having AMD Radeon IP inside their latest iPad? Kind of like a Mullins chip ported out for 14nm.

    I don't know the answer to that question but I thought Custom SOC's might be a candidate for early migration to 14nm process. That way AMD are only producing what the customer wants.

    I would also say that AMD have to compete head on with nVidea. So discrete graphics would have to be prioritized least nVidea steal a march on AMD.

    Those high performance 8-core APU's that gobble energy would probably be more competitive against INTC I7 at 14nm.

    OH and one last point. Now I don't want to harp on about this, but I think Samsung TV's would benefit from having some AMD MOJO inside. A little red AMD Radeon logo on the outside. That's right, custom TV APU's manufactured for Samsung on Samsung's own 14nm process by AMD.
    Apr 18 10:00 AM | Likes Like |Link to Comment
  • The Scariest Graph I Can Show AMD Shorts [View article]
    The articles are saying that Global Foundries "14nm manufacturing could move into high volume production by the end of the year".

    Tri, why do you think it will take as long as 2017 for AMD to get to 14nm if Global Foundries may be producing 14nm by the end of the year?

    "Fabless companies could skip the 20nm node and move straight to 14nm FinFETs. That is the hope of GLOBALFOUNDRIES and Samsung who are announcing a joint program that offers a single process design kit (PDK) and manufacturing at four different fabs with identical processes.The PDKs are available now, and 14nm manufacturing could move into high volume production by the end of the year."

    http://bit.ly/1qQsvwo
    Apr 18 06:09 AM | 1 Like Like |Link to Comment
  • Thursday Will Likely Center Around PCs For AMD [View article]
    Mullins and Beema are good now at 28nm. At 14nm they should be stunning.

    Any of the AMD parts that the likes of Lenovo and Toshiba are currently baking into their current generation laptops should be better again say Q1, Q2 2015.

    If nothing else, then it should undermine much of the AMD naysayers arguments against AMD parts, as you say.

    28nm parts will still be cost effective for entry level products to gain market penetration in India and China in the likes of the AM1 Kabini platform.

    Now all Samsung need to do is license some of AMD Radeon's IP for their TV chips :)
    Apr 17 10:27 PM | 1 Like Like |Link to Comment
  • Thursday Will Likely Center Around PCs For AMD [View article]
    I stayed in lodge some time ago. I left my travel pack in my room while out and about around town. When I came back the pack was gone. It had all my meds in it. Needless to say I went into panic mode.

    Some of the lodges have a combination safe where you can place your valuables. But watch out if you place ur wallet in there. If you have a few red wines before dinner and forget the combination to the safe, things can get a bit dicey if your wallet is stuck in the safe and you can't pay for dinner.

    Your wife will never forgive you.

    I heard about a tourist who when in the same situation, had to use his wife's expensive watch that he had earlier purchased as a present as collateral against a meal they had just enjoyed until such time as he could retrieve their possessions from a locked security box.

    Just a note of caution.

    Enjoy the weekend!
    Apr 17 09:08 PM | Likes Like |Link to Comment
  • Thursday Will Likely Center Around PCs For AMD [View article]
    Take all of AMD's Mantle, GCN, and HSA and incorporate that with Global Foundrie's (Samsung's) 14 nm FinFet process circa 2015 and AMD will be operating at the leading edge of chip technology.

    I really am holding more for 2015 right at the moment.

    So stage three of AMD's turnaround (Transform to Win) will be conducted with the best technology available globally.

    Might even be able to afford a BigMac!
    Apr 17 07:20 PM | Likes Like |Link to Comment
  • Thursday Will Likely Center Around PCs For AMD [View article]
    Here's another take on the Samsung, Global Foundries deal.

    Samsung teams with GlobalFoundries on 3D chips

    http://bit.ly/1hRb0e7

    And again here:

    http://yhoo.it/1hRbgdc
    Apr 17 06:59 PM | Likes Like |Link to Comment
  • Thursday Will Likely Center Around PCs For AMD [View article]
    AMD currently have 50% of the sub $399 PC market. It may be more advantageous to stick with 28nm for entry level apu's (AM1 platform) only migrating to 14nm for mid range to top of the range high performance APU's. Entry level apu's can target emerging markets with a cost per watt advantage over more expensive high end apu's.

    I guess Mullins and Beema being mobile APU's would really benefit from a migration to 14nm process.
    Apr 17 05:45 PM | Likes Like |Link to Comment
  • Thursday Will Likely Center Around PCs For AMD [View article]
    WOW awesome link ASH :) I certainly won't be selling any AMD shares any time soon. Unless of course McDonald's has a good special on cheese burgers :)
    Apr 17 04:10 PM | Likes Like |Link to Comment
  • Thursday Will Likely Center Around PCs For AMD [View article]
    Imagine a four year old or a 5 year old. They are mean on the tech. I can imagine the sticky jam covered prints all over the big screen TV. Once you have a big screen TV with a decent operating system and decent APU, ets, they will be able to design interactive apps for kids on the big screen tv's. Maths apps, adding, subtracting, games, etc. As it is I'm saying "get away from that TV" because the young one is standing too close staring at Nick Junior and PlayStation games.
    Apr 17 03:57 PM | Likes Like |Link to Comment
  • Thursday Will Likely Center Around PCs For AMD [View article]
    I appreciate the links ASH. I want to see every piece of AMD news.
    Apr 17 03:48 PM | 1 Like Like |Link to Comment
  • Thursday Will Likely Center Around PCs For AMD [View article]
    Awesome link ASK. Now there is one, I'm sure the other oem's will jump on the band wagon. If people have to pay $7k for a smart TV, then it really should be smart. That's the going rate for a very large 4k TV anyway.
    Apr 17 03:29 PM | Likes Like |Link to Comment
  • AMD: Will The Market Surprise Us? No Sell-Off After Earnings? [View article]
    AMD Wireless Display

    "Sharing your favorite games, videos and photos across your devices just got amazingly easy. Forget about mazes of tangled wires, plugs that don’t fit and squeezing behind the TV to look for a USB connection. AMD Wireless Display technology lets you share your content over the air, in vivid HD, with virtually stutter-free quality."

    "AMD Wireless Display comes already installed with Microsoft Windows 8.1, so you can start sharing right away. It’s just one of the many ways that AMD and Microsoft are working together to bring you incredible, new experiences."

    http://bit.ly/1m9yMUB
    Apr 17 06:55 AM | 1 Like Like |Link to Comment
  • AMD: Will The Market Surprise Us? No Sell-Off After Earnings? [View article]
    Good luck tomorrow. I'm waiting for Q3 myself.

    AMD targets business PC market in Australia

    "You're going to see multiple offerings from multiple major OEMS," Bennett said. "It's certainly going to offer [resellers] more choice. Well be looking at a number of new channel programs to support that."

    http://bit.ly/1m9tfNQ
    Apr 17 06:03 AM | 1 Like Like |Link to Comment
  • Here's What The Buy Side Expects From Advanced Micro Devices Thursday [View article]
    I liked the article. Informative :)
    Apr 16 07:39 PM | Likes Like |Link to Comment
  • AMD's Diversified Product Portfolio To Drive Growth In 2014 [View article]
    As things are, I would guess it would take around $8 to $10 dollars. Shorts burnt, longs disappointed they don't achieve $40 :)

    I would have thought the US investment funds would have tried to block this.
    Apr 16 04:03 AM | Likes Like |Link to Comment
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