Is it just me or has AMD just pulled off one of the most amazing semiconductor comebacks of the century? Let’s take a closer look.
Who doesn’t long for the days when Intel and AMD went head to head in the battle for microprocessor supremacy? Back then Intel, was still operating under the Andrew Grove mantra of “Only the Paranoid Survive”… Read More
Recently I published two blogs on Fully Depleted Silicon On Insulator (FDSOI) and the potential the technology shows for a variety of low power and wireless applications. In order to produce FDSOI devices, the device layer has to be thin enough to ensure the device is fully depleted and ideally the buried oxide has to be thin enough… Read More
AMD is a fantastic company with highly talented people, but for some reason just hasn’t managed to put a winning streak of microprocessor architectures back-to-back. It’s frustrating to watch: they ride like mad to catch up to or even pull slightly ahead of Intel, then fall back in the pack when they have to make an extended pit stop,… Read More
One of my favorite pastimes is listening to the quarterly investor calls of the leading semiconductor companies. I can then match up the talking points with the calls I do with Wall Street, the conferences I attend, and the other data points I have collected while working inside the fabless semiconductor ecosystem for more than … Read More
Advanced Micro Devices has already told us that 2016 was going to be the year of graphics, but the reality is that they also have a lot going on in their CPU and APU division as well. In fact, in addition to Advanced Micro Devices’s newly announced 7th Generation APUs in 2016, the company is also expected to launch their new Zen CPU cores… Read More
There was an interesting panel at the Silicon Summit sponsored by the Global Semiconductor Alliance (GSA) on “Designing for the Cloud.” It was led by Linley Gwennap (The Linley Group) with Ivo Bolsons (Xilinx), Ian Ferguson (ARM), and Steve Pawloski (Micron). Missing of course was Intel which derives close to 30% of its revenue… Read More
Advanced Micro Devices made a big press splash when they won all three major game console platforms. Their presence inside the Microsoft Xbox One, Sony PS4 and Nintendo Wii U has benefited the company financially at the operating income level and has governed how they design their future GPUs. As Advanced Micro Devices has remained… Read More
NVIDIA has been teasing the promise of Pascal for years, but this year Pascal’s performance became much more real. With the announcement of the Tesla P100 based on Pascal, NVIDIA was able to show the neural-network world what Pascal was really capable of. However, that chip is very different from the gaming-focused Pascal chip … Read More
Last week’s IDC and Gartner Q4-2015 report on PC sales sent a shock-wave through the industry. The stock market responded with a sell-off of major PC-related names like Advanced Micro Devices, HP Inc. (fka Hewlett-Packard), Intel, Lenovo, and NVIDIA. While I was disappointed in the Q4 numbers, I also have a good grasp of what was… Read More
GPUOpen is a new initiative started by Advanced Micro Devices’ Radeon Technologies Group (RTG) as a way for the company to continue to reach out to the needs to developers by giving them a better development environment. The idea behind GPUOpen is born out of the work that Advanced Micro Device’s did with Mantle, their own low-level… Read More
