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
Tag: amd
AMD’s 7th Generation APU Brings Many Performance Tweaks And The Last Hurrah Before Zen
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
Is the Intel Cash Cow in Danger?
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
AMD Brings More Console Features To PC Gaming
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 GeForce GTX 1080 Poised To Claim The Gaming And VR Performance Crown
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
Five Reasons to be More Bullish on a 2016 Commercial PC Refresh
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
AMD’s GPUOpen Initiative Architected To Move The Industry In A Different Direction
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
Advanced Micro Devices’s Head Of Radeon Technologies Group, Raja Koduri, Talks About Their Future
Since Advanced Micro Devices announced their new Radeon Technologies Group (RTG), many have wondered what direction the graphics division would go with its new-found autonomy. The new RTG group within Advanced Micro Devices is still a wholly-owned division of the company but still potentially ripe for acquisition or spinoff.… Read More
FinFET will finally arrive for GPU’s in 2016
It used to be that GPU chips moved to new process nodes pretty frequently, previously as often as annually. That is up until 2011. That was the year that 28nm GPU’s were unveiled. Since then there has been a long pause. Now in the wake of the 2016 CES both Nvidia, with its previously announced Pascal, and AMD, with the just announced Polaris,… Read More
What’s The Significance Of Applied Micro’s X-Gene 3 And X-Tend Interconnect?
The void left by the Advanced Micro Devices X86 server chip “sabbatical” five years ago created a massive opportunity in the server SoC space. It had to be filled with something and that something has primarily been Intel and then ARM-based server chips. ARM Holdings -based servers have been in development for years now and the ecosystem… Read More