12/20/19 Intel Circles the Drain

Charlie Demerjian of Semiaccurate held another conference call with Susquehanna Group on 12/19/19, as announced on Twitter, here. He backed up what he had written on his blog previously, mainly how bad Intel is doing with their 10 nm and 7 nm processes. Reddit user Long_on_AMD did an excellent summary, here. Poor yield is a… Continue reading 12/20/19 Intel Circles the Drain

12/12/19 Xmas Time for AMD!

Charlie Demerjian of Semiaccurate had published yet another damning article on Intel's server CPU woes, here. A lot of details are behind his paywall. However, it is clear that just by the title alone, “Intel significantly delays Its entire server roadmap”, things are going to get massively worse despite Intel's continued denial. Meanwhile, AMD's roadmap… Continue reading 12/12/19 Xmas Time for AMD!

11/27/19 Dell Slaps Intel!

On 11/20/19 Intel put out a Supply Update letter, which apologized to its customers the now famous Intel CPU shipment delay and shortage problem. However, Intel remained adamant that such problem is due to the increased demand from “sustained market growth”. Charlie Demerjian at Semiaccurate had published an excellent article, which completely debunked such baloney.… Continue reading 11/27/19 Dell Slaps Intel!

9/27/19 AdoredTV Comes to the Rescue, the Mystery of the Zen 2 6 Cores Chiplets

Jim at AdoredTV posted a much welcomed YouTube video called “AMD's Make or Break”. He had been taking a break from posting videos, as well as reserving such videos to patreons only. So when he put out this video, it was much appreciated! In this video, Jim went through some likely calculations of the yield… Continue reading 9/27/19 AdoredTV Comes to the Rescue, the Mystery of the Zen 2 6 Cores Chiplets

5/6/19 SemiAccurate Conference Call AMD 28.22 to 27.42

https://www.reddit.com/r/AMD_Stock/comments/bll3pp/notes_from_semiaccurates_cc_with_susquehanna_this/ Charlie Demerjian of SemiAccurate did a conference call with Susquehanna today. A Reddit user Long_on_AMD did an excellent job making a long list of all the pertinent highlights. Here are just some of the points: Intel's 10 nm effort will be a slow rollout, paper launch, and capacity is constrained because only one or… Continue reading 5/6/19 SemiAccurate Conference Call AMD 28.22 to 27.42

4/13/19 SemiAccurate Article plus Intel Discounts 1P Xeon!

https://semiaccurate.com/2019/04/08/intel-launches-cascade-lake-as-xeon-x200/ In this excellent article Charlie Demerjian went over the Intel Cascade Lake Xeon launch from last week. He summed it up with: “The problem for Intel is that in a vacuum, this is a clear win, with competition chomping at their heels it is not. 18+ months for a 6-8% performance increase is not… Continue reading 4/13/19 SemiAccurate Article plus Intel Discounts 1P Xeon!

1/25/2019 AMD 20.85 to 21.93

https://semiaccurate.com/2019/01/25/why-semiaccurate-called-10nm-wrong/ Charlie had stated that Intel's 10 nm has been killed. Now Intel is continuing with 10 nm, even though it is severly weakened. In order to proceed to 7 nm, they needed to overcome some challenges at the 10 nm anyway. However, yield and performance continues to be a problem for 10 nm. Therefore… Continue reading 1/25/2019 AMD 20.85 to 21.93