AMD CEO remains confident after foundry partner shift

AMD CEO remains confident after foundry partner shift

Despite historically impressive stock performance this summer, AMD is faced with a pair of news items that might get some investor attention. One of the partners that AMD was working with on its transition to 7nm technology has announced today that it would no longer be pursuing so-called “leading edge” silicon manufacturing. As a result, AMD must now depend on a single production source, the same used by NVIDIA, Apple, and Qualcomm.

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AMD making moves in consumer PC, graphics, and data center

AMD making moves in consumer PC, graphics, and data center

In the build up to earnings season this month, AMD is eager to get out from under some of the problematic and lingering concerns that have followed it. Deftly navigating around a potentially serious security concern and trying to find ways to offset the risk involved in too much of its graphics business being associated with the volatile cryptocurrency markets, AMD continues to put itself in a position for growth.

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Qualcomm server chips to power cloud-based Android gaming platform

Qualcomm server chips to power cloud-based Android gaming platform

Qualcomm is finally talking about design wins surrounding its server chip platform called Centriq, unveiled this past November. Early excitement and technical interest in the company’s first attempt to bring a processor to the server space have been high, though without firm commitments from major system vendors or cloud service providers like Amazon and Microsoft, the markets have been hesitant to buy-in to this and similar Arm-based designs.

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Meltdown and Spectre Security Vulnerability Impacts Intel most, but AMD, Arm as well

Meltdown and Spectre Security Vulnerability Impacts Intel most, but AMD, Arm as well

Just before the closing bell on Wednesday, Intel released a statement responding to the security issues brought up in this story. While acknowledging that these new security concerns do exist, the company went out of its way to insinuate that AMD, Arm Holdings, and others were at risk. Intel also states that performance impact on patched machines “should not be significant and will be mitigated over time.”

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Intel uses AMD graphics hardware in new notebook processor

Intel uses AMD graphics hardware in new notebook processor

Today Intel announced a new product family for its 8th Generation Core family that combines a 35-watt processor and AMD Radeon graphics chip on a single package in order to create a new class of gaming notebook solution. It hasn’t been assigned a brand yet, that will likely occur with a formal announcement at CES this January. This announcement has significant impact because it solidifies a partnership between competitors AMD and Intel for a product in a space both compete in.

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ARM Introduces Mali-D71 Advanced Display Processor

ARM Introduces Mali-D71 Advanced Display Processor

The new display processor is highly associated with the latest Mali GPU cores, but with enough work a 3rd party licensee could adapt it to another GPU architecture. This is obviously not the most efficient way of using this technology as it is regarded as a turnkey solution for the Mali GPU products. ARM has developed the software stack for both Andriod and Linux, and if needed it can develop Windows based drivers to fully leverage the features of this latest product. It is easily attached to 3rd party panel interfaces.

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AMD Completes 'Spectacular Year' with Ryzen Mobile

AMD Completes 'Spectacular Year' with Ryzen Mobile

With the launch of Ryzen Mobile, a processor meant to compete with Intel’s 7th and 8th generation Core processors in ultrathin and 2-in-1 notebooks, AMD is completing what can only be called a revolutionary year for the company. “It truly is the culmination of a spectacular year of product launches,” claims Lisa Su, AMD CEO. Every quarter of 2017 has brought with it multiple significant product launches that have shifted and molded the company’s portfolio of products and IP into something very different than the AMD of recent history.

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Upcoming AMD Raven Ridge Ryzen APU Puts Pressure on Intel and NVIDIA for Notebooks

Upcoming AMD Raven Ridge Ryzen APU Puts Pressure on Intel and NVIDIA for Notebooks

As the winter buying seasons ramps up, AMD is readying a major notebook processor release that will be competitive to for the first time Intel in nearly a decade. With recent leaks of upcoming configurations coming from major system builders like HP, and performance data that indicates a strong uplift compared to previous AMD offerings, the mobile AMD chip will force both Intel and NVIDIA to make adjustments to product lines and positioning.

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Apple A11 Processor in iPhone 8 and X Shows Value of Custom Silicon

Apple A11 Processor in iPhone 8 and X Shows Value of Custom Silicon

Apple announced the new iPhone 8 and iPhone X yesterday and the majority of the discussion will center around the high prices of the flagship models, the design and integration of the edge to edge screen, and remaining concerns about availability of the $999 version. But this generation of iPhone also brings with it a significant shift in the silicon design that powers Apple’s smartphones. With both the iPhone 8 and the iPhone X, the company is using in-house designed processors nearly exclusively.

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AMD is gaining ground on Intel faster than analysts had thought

AMD is gaining ground on Intel faster than analysts had thought

Sales of AMD’s new Ryzen processor for consumer PCs may be gaining more ground than many investors and market analysts have been predicting. One of the bigger hardware resellers in Europe, Germany’s MindFactory, an online and physical retailer, makes sales data public and it has been compiled to show the changes in unit sales and revenue comparing AMD to Intel. Starting with March of this year, the launch of the first AMD Ryzen processors, the shift at this retailer has been astonishing.

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