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mKiwi

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  • AMD Loses Discrete GPU Market Share, But It's Not That Important [View article]
    @Intel999

    What is your opinion regarding the HBM bottleneck.

    Apparently the chips are manufactured at the fabs and then they are sent off to SK Hynix to have the HBM installed.

    What do you think will happen next year when both AMD and nVidia are trying to send all their GPU's to SK Hynix in South Korea?
    Aug 27, 2015. 07:29 PM | Likes Like |Link to Comment
  • AMD Loses Discrete GPU Market Share, But It's Not That Important [View article]
    EPhud
    December 18, 2008 16:56

    "Having spent 25 years inside, I can tell you nobody at Intel calls Grove a Founder. You are welcome to use any definition you want."

    Time to anti-up old son
    Aug 27, 2015. 05:19 PM | 1 Like Like |Link to Comment
  • AMD Loses Discrete GPU Market Share, But It's Not That Important [View article]
    I have since read your comments ephud.

    You were an Intel man. Well you may be a women? but you were certainly Intel.

    I notice you haven't denied the fact.

    How are those Atom chips from TSMC going?
    Aug 27, 2015. 05:12 PM | 1 Like Like |Link to Comment
  • AMD Loses Discrete GPU Market Share, But It's Not That Important [View article]
    ................. tension.
    Aug 27, 2015. 04:36 PM | Likes Like |Link to Comment
  • Is It Time For Intel To Spin Off The Fabs? [View article]
    "AMD is still about a year away from getting to 14nm. "

    Not so. The 14nm parts are taped out. Circa June for some ZEN action.

    "He didn't do it alone and he left AMD years for the first chips come out."

    Yip that sounds like co-authoring.

    "Are you kidding? AMD designed chips in 20m that they then cancelled due to availability issues at their foundries. btw: Nvidia got screwed at 20nm also"

    Having the good fortune to gain access to Samsung's 14nm FinFet tech doesn't sound like getting screwed to me.

    If they hadn't dropped 20nm planar, then 14nm FinFet would be nowhere in sight even now. Fab8 in Malta is ready for volume production of Samsung's 14nm node tech.

    ----------------------...

    "The clock that is ticking for AMD is their debt clock. "

    SK Hynix Invests $39 Billion in Three Mega Fabs

    "The company announced it will invest no less than 38.9 billion US dollars in a bid to become the world’s largest semiconductor manufacturer, a crown currently held by Taiwanese TSMC for logic chips and Samsung for DRAM/NAND memory chips. This investment is split into two parts, $26.9 billion to build two new semiconductor foundries by 2024. Second part is $12.7 billion currently being spent on its M14 foundry, accelerating production to 200,000 300mm wafer starts per month (wspm). This move will create significant production capacity glut, driving the prices down as customers have more and more choice."

    http://bit.ly/1MPXXHm

    It would seem that the clock is ticking for Intel as well. But I have noticed that no longer is it a rhythmic Tick Tock cadence, is more like the ticking of a time bomb.

    If Intel have to farm out their Atom chip's to TSMC because their own chip fabs and not competitive cost wise, things are going to get a whole lot worse.
    Aug 27, 2015. 04:19 PM | Likes Like |Link to Comment
  • AMD Loses Discrete GPU Market Share, But It's Not That Important [View article]
    It must have been quite disheartening for an Intel engineer to have Intel adopt AMD's X86-64 bit instruction set. It must have been like a slap in the face.

    To have the very man (Jim Keller) who co-authored the very same AMD X86-64 instruction set brought back to AMD to be lead architect on the ZEN and K12 projects must I guess create some professional (what is the word I am looking for) ................
    Aug 27, 2015. 04:07 PM | Likes Like |Link to Comment
  • AMD Loses Discrete GPU Market Share, But It's Not That Important [View article]
    10ZiG Technology Partners with AMD, Launching Industry Leading Thin Client Computer at VMworld 2015

    "Featuring a lightning fast AMD Steppe Eagle 424 Quad Core 2.4 GHz processor, configurable to 8GB DDR3-1866MHz RAM, optional Quad Video Output and an integrated Smart Card reader, 10ZiGs new 7800q Series Thin Client computer is poised to redefine the market."

    http://bit.ly/1Jo7d3i
    Aug 27, 2015. 08:25 AM | 1 Like Like |Link to Comment
  • AMD Loses Discrete GPU Market Share, But It's Not That Important [View article]
    HP mt42 Thin Client Announced

    "HP has announced the mt42, dubbed the world’s thinnest, lightest and most powerful quad-core mobile thin client weighing in at just 3.41lbs and measuring only .74 inches in thickness. Offering up to 3.0 GHz with AMD quad-core processing technology, the HP mt42 provides 10% higher clock speed as well as an additional two cores of processing power than the previous generation."

    http://bit.ly/1Jo6VcM
    Aug 27, 2015. 08:22 AM | 1 Like Like |Link to Comment
  • AMD Loses Discrete GPU Market Share, But It's Not That Important [View article]
    SK Hynix Invests $39 Billion in Three Mega Fabs

    "The company announced it will invest no less than 38.9 billion US dollars in a bid to become the world’s largest semiconductor manufacturer, a crown currently held by Taiwanese TSMC for logic chips and Samsung for DRAM/NAND memory chips. This investment is split into two parts, $26.9 billion to build two new semiconductor foundries by 2024. Second part is $12.7 billion currently being spent on its M14 foundry, accelerating production to 200,000 300mm wafer starts per month (wspm). This move will create significant production capacity glut, driving the prices down as customers have more and more choice."

    http://bit.ly/1MPXXHm
    Aug 27, 2015. 08:11 AM | 1 Like Like |Link to Comment
  • AMD Loses Discrete GPU Market Share, But It's Not That Important [View article]
    ephud

    I gather you were an Intel man for 25 years reading your own comments.

    That leaves you wide open to a lot of criticism.

    Intel have had their fare share of bubu's.

    Spending your retirement dumping on Intel's arch rival must be fun.

    "Intel learned this the hard way today as it announced that it had a bug in a companion chip for its popular Sandy Bridge graphics-processor chips for PCs. The mistake will cost the company $300 million in lost sales and $700 million in repairs — making it the biggest such problem the company has ever seen."

    http://bit.ly/1MPfyPU

    Did you have anything to do with that wee bubu? Or as wowwow would say oopsy.
    Aug 27, 2015. 02:21 AM | 1 Like Like |Link to Comment
  • AMD Loses Discrete GPU Market Share, But It's Not That Important [View article]
    ephud

    You just sound like a bitter old man.

    Jim has a track record of success.

    You say your a 25 year industry veteran why don't let us know what projects you worked on so that we may critique your efforts.

    I suspect you were laid off from AMD.
    Aug 26, 2015. 10:33 PM | Likes Like |Link to Comment
  • AMD Loses Discrete GPU Market Share, But It's Not That Important [View article]
    ephud

    Jim Keller is the lead architect brought in specially from Apple for the ZEN and k12 projects.

    ZEN won't be a failure.
    Aug 26, 2015. 09:53 PM | Likes Like |Link to Comment
  • Is It Time For Intel To Spin Off The Fabs? [View article]
    xxavatarxx

    The gist of what I am saying is what most intelligent people know.

    They know that Intel's Tick Tock cadence has come to an end. Intel fanboys are trying to justify this by saying that there is no competition. Their saying the competitive technology from TSMC and Global Foundries is somehow inferior to Intel's process node.

    People have been flogging the notion in the AMD article's for several years that Intel have far superior technology and they were saying that AMD couldn't field competitive chip technology.

    What I am saying is that overnight as Global Foundries licensed Samsung's 14nm FinFet tech, AMD have gained access to world class competitive chip technology.

    But not only do they have access to Samsung's 14nm node tech, they have a world class lead architect in Jim Keller.

    If you guys don't want to accept the real and imminent threat that ZEN poses, well that's your business.
    Aug 26, 2015. 08:09 PM | 1 Like Like |Link to Comment
  • Is It Time For Intel To Spin Off The Fabs? [View article]
    xxavatarxx

    I am happy to comment on this Intel article because I will be very happy if I can save one investor from loosing their money in this company.

    The last time I made a significant contribution the share price was up around $30 per share.

    Today it's a little more than $25.

    When AMD's ZEN is released next year I expect the share price to tank.

    As an Intel investor you can delude yourself if that makes you happy. You can pretend that the competition has stoop still. You can try and demean Mr Jim Keller and the SIGNIFICANT contributions that he has made to move the whole industry forward.

    You can pretend that IBM haven't released 7nm test chips and you can tell yourself that Global Foundries are not IBM's exclusive foundry partner for the next 10 years. You can bury your head in the sand and imagine that AMD won't be getting 7nm node tech if that makes you feel better.

    But if I can save a few investors from jumping onto this rickety train-wreck then my job is done.

    You can pretend that Intel are not in a classic head and shoulders formation:

    Intel Stock: Textbook Head-and-Shoulders Pattern

    http://bit.ly/1MSra6d

    Wake up xxavatarxx

    You too VLAD.

    Get Real!

    INTEL: REVERSAL PATTERN CONFIRMED!

    http://bit.ly/1MSrqC5

    INVESTOPEDIA EXPLAINS 'Head And Shoulders Pattern'
    The "head-and-shoulders" pattern is believed to be one of the most reliable trend-reversal patterns.
    Aug 25, 2015. 09:55 PM | 1 Like Like |Link to Comment
  • Is It Time For Intel To Spin Off The Fabs? [View article]
    @Vlad

    How is your investment in Intel going?

    From $37 down to $25 I would call that decimation.

    Holding Intel shares as they plummet hardly makes you a rocket scientist.

    I am hoping to buy in around $8 when ZEN is released next June.
    Aug 25, 2015. 09:13 PM | 1 Like Like |Link to Comment
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