Puff

引用:

Hi Hans, thanks for your question. And relative to where we are in terms of process technology node transitions, we are typically at the leading edge across the technology nodes. We are fully top to bottom in 28 nanometer now across all of our products, and we are transitioning to both 20 nanometer and to FinFETs over the next couple of quarters in terms of designs. So we will continue to do that across our foundry partners.

lol 居然有講，不過咁睇唔係 Q4 就 15Q1...

引用:

We are on track to meet the commitment for the 2013 WSA and on the 2014, if that’s what you are referring, we are in discussions to figure out the pricing and wafer of volumes for 2014 and I expect those to close within the 30 or 60 days.

WSA 繼續有


[ 本帖最後由 Puff 於 2013-10-18 22:08 編輯 ]

qcmadness

引用:

原帖由 Puff 於 2013-10-18 20:51 發表

but you said 28nm

SoC is Qualcomm's main business.
They need to test before they buy.

qcmadness

Intel: CPU / Chipset business: +5% Seq., net margin up
AMD: CPU / APU / Chipset business: -6% Seq., net margin up

Both Intel and AMD are migrating to new CPU / APUs with lower cost of sales.

AMD計, 扣左$3xxM revenue / ~$4x-5xM net profit (mid-teen operating profit), 其實AMD今季係打平手
但已經比Q2好得多 (Q2蝕$7xM), 亦都達到$450M operating expense target (Q3係$426M)

qcmadness

睇埋NVIDIA就知PC market俾Microsoft玩到咩樣

Puff

引用:

原帖由 qcmadness 於 2013-10-19 01:07 發表
Intel: CPU / Chipset business: +5% Seq., net margin up
AMD: CPU / APU / Chipset business: -6% Seq., net margin up

Both Intel and AMD are migrating to new CPU / APUs with lower cost of sales.

AMD計,  ...

amd's next semi-custom/embedded design win could be telecom infrastructure...
MOARRRRR CASHHHHHHH


[ 本帖最後由 Puff 於 2013-10-19 02:03 編輯 ]

Puff

引用:

原帖由 qcmadness 於 2013-10-19 01:31 發表
睇埋NVIDIA就知PC market俾Microsoft玩到咩樣

再咁玩落去我最想見既大粒 APU 仲要等幾耐
等到落得 server 果日呀


[ 本帖最後由 Puff 於 2013-10-19 03:11 編輯 ]

qcmadness

http://phx.corporate-ir.net/phoe ... 4091&highlight=

NVIDIA 2014 Q3 report

引用:

Revenue for the third quarter of fiscal 2014 was $1,054.0 million, up 7.9 percent sequentially and down 12.5 percent year over year. Our outlook was $1,030 million to $1,070 million.
The GPU business had revenue of $876.8 million, up 2.1 percent sequentially and down 1.9 percent year over year.

The sequential increase reflects record revenue in the current quarter for Quadro® and Tesla® GPUs for workstations and servers, a slight increase in GeForce® GPU revenue for desktops, offset by lower unit shipments of GeForce GPUs for notebooks. The year-over-year decrease reflects lower GPU revenue for desktops and notebooks, offset by record revenue in the current quarter for Quadro and Tesla GPUs. Within our GeForce GPU revenue, we continue to see strong demand for desktop and notebook gaming platforms while entry notebook GPUs continue to show unit decline.

The Tegra® Processor business had revenue of $111.2 million, up 111.4 percent sequentially and down 54.4 percent year over year. The sequential increase is largely related to Tegra 4, our new generation SOC processor, which began volume shipments this quarter in support of our customers’ new smartphones and tablets. We also began volume shipments of SHIELD™, our new NVIDIA-branded gaming and entertainment portable.

Revenue associated with the sale of embedded and automotive products was up, with revenue related to game consoles held relatively flat. The year-over-year decrease is largely related to lower volume shipments of Tegra 4 as compared to Tegra 3 in the prior year. It also reflects lower revenue associated with the sale of embedded products and game consoles, offset by increased revenue from automotive products.

License revenue from our patent license agreement with Intel was $66.0 million, unchanged from the previous and year-earlier quarters.

NVIDIA in a better shape than AMD in GPU department before Hawaii launch (seq. increase vs seq. decrease).

Tegra...

Aware

引用:

原帖由 qcmadness 於 2013-11-8 21:09 發表
http://phx.corporate-ir.net/phoe ... 4091&highlight=

NVIDIA 2014 Q3 report


NVIDIA in a better shape than AMD in GPU department before Hawaii launch (seq. incr ...

Only China idiot will use it

dom

引用:

原帖由 Puff 於 2013/10/18 15:35 發表

最初 (岩岩 spin-off) 係今年有 22nm SOI，過多兩個季度就 20nm G。後黎大改，變左今年 H1 20nm LPM risk prod.，2014 年 20nm SHP。
但係家下 20nm SHP 瓜左，20nm LPM 就一打二，H2 先 risk production 。ready。14xm 下年 ...

GF

dom

引用:

原帖由 qcmadness 於 2013/11/8 21:09 發表
http://phx.corporate-ir.net/phoenix.zhtml?c=116466&p=irol-newsArticle&ID=1874091&highlight=

NVIDIA 2014 Q3 report


NVIDIA in a better shape than AMD in GPU department before Hawaii launch (seq. incr ...

The way AMD heading is getting better, but I doubt their foundry partner can turn around fast enough and their new product selling price GP enough