AMD’s Q1-2024 financial results are out, prompting us to delve into the Data Center Processing market. This analysis, usually reserved for us Semiconductor aficionados, has taken on a new dimension. The rise of AI products, now the gold standard for semiconductor companies, has sparked a revolution in the industry, making… Read More
Me.
In the early stories of this series (Weeks three though six), I talked about what I believe were the three seminal events in the history of the semiconductor: Shockley’s invention of the transistor, Noyce’s invention of the integrated circuit, and Intel’s 1971 — the introductions of the first commercially successful… Read More
I had a chat with Bob Smith, Executive Director of ESD Alliance, about the upcoming SEMI conference in China. More than 100,000 people are expected to attend which is beyond my comprehension. SEMICON in San Francisco is maybe 20,000 people which is the largest conference I attend. I’m not sure if the Design Automation Conference… Read More
Interestingly, in some circles I’m known as an “Intel basher” but nothing could be further from the truth. I grew up with Intel and give them full credit for bringing serious compute power to our desktops. My first Intel powered computer was an IBM XT and I have had dozens of Intel based desktops and laptops since then. As a result, I … Read More
AMD has been artificially pumping up their stock of late so the question I have is; why? What is with the short term strategy? The only answer that I deem noteworthy is that AMD is trying to get acquired and there is a strong case emerging to support that. Also note that AMD CEO Lisa Su is currently the largest single AMD stock holder which… Read More
At E3 2016 in Los Angeles, California Advanced Micro Devices disclosed the numbering and targeted use cases of their full line of Polaris-based GPUs, branded as the “Radeon RX Series” of graphics cards. Advanced Micro Devices had previously disclosed some details about the new Radeon RX series of graphics cards at Computex 2016… 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
