Post by Admin on Apr 25, 2016 8:23:52 GMT -5
seekingalpha.com/article/3967613-microsoft-google-make-peace-apple-moves-improve-watchs-performance?page=3
"Both Samsung and TSMC are positioning themselves to end Intel's historical manufacturing process lead, given Intel has delayed the launch of chips based on its 10nm process (should admittedly be more advanced than TSMC's, and maybe Samsung's) to 2H17 and has changed its manufacturing strategy to feature a third CPU platform launch for a given process. That, in turn, should help out Samsung/TSMC foundry clients such as AMD (NASDAQ:AMD), Nvidia (NASDAQ:NVDA), Qualcomm (NASDAQ:QCOM), Applied Micro (NASDAQ:AMCC), Cavium (NASDAQ:CAVM) and Xilinx (NASDAQ:XLNX) as they battle against Intel products in various markets."
You have to login for the above, but if you have limited patience, the quote above sums it up for AMCC.
"Both Samsung and TSMC are positioning themselves to end Intel's historical manufacturing process lead, given Intel has delayed the launch of chips based on its 10nm process (should admittedly be more advanced than TSMC's, and maybe Samsung's) to 2H17 and has changed its manufacturing strategy to feature a third CPU platform launch for a given process. That, in turn, should help out Samsung/TSMC foundry clients such as AMD (NASDAQ:AMD), Nvidia (NASDAQ:NVDA), Qualcomm (NASDAQ:QCOM), Applied Micro (NASDAQ:AMCC), Cavium (NASDAQ:CAVM) and Xilinx (NASDAQ:XLNX) as they battle against Intel products in various markets."
You have to login for the above, but if you have limited patience, the quote above sums it up for AMCC.