Now Wall Street realizes
AMD is the second best x86 maker out of two, and this is how things will remain. The recent rumors and prediction by fellow analysts and journalists that AMD can win up to a third of the market is, pure and simple, science fiction.
Financial community got it wrong
After Intel announced that it had to delay its 10nm production to 2019, financial analysts around the world reacted with negative stock comments and valuation. Most of them got things wrong. Intel with its $17 billion highest ever revenue showed magnificent growth in the data center and it made that $17 billion without 10nm.
14nm SoC with hexa-core Cortex-A73 and Cortex-A53 CPU cores
Samsung announced its newest SoC built on 14nm FinFET manufacturing process and aimed at mid-range devices, the Exynos 7872 SoC.
Intel's 10nm is two years late
Intel hasn't announced its 10nm processors, despite us expecting them before the end of 2017. While there is a good indication that we shall see 10nm from Intel in 2018, it means that Chipzilla is two years behind with 10nm.
Official specs, pricing but no bench
AMD has shared a few updates on the highly anticipated HBM 2 based Vega architecture and we finally know the official specs.
Dual camera, faster A53 and Adreno 506
Qualcomm has four different phone tiers - the Snapdragon 800 as a premium tier, Snapdragon 600 for a high-end tier, Snapdragon 400 for a mid-tier and Qualcomm 200 mobile platform as an entry level tier.
Vega to use 14nm and 14nm+
During its 2017 Financial Analyst Day, AMD revealed a bit more information about its future GPU plans. The next Navi GPU will be based on a 7nm manufacturing process.
14nm and Kryo for mainstream
Qualcomm has gained a lot of momentum and managed to gain market share in the mainstream from MediaTek and others and the company has just announced the Snapdragon 660 and 630 that will help it to succeed in the future.
New 14nm LPP process and new Polaris 20 GPUs
It appears that AMD's upcoming Radeon 500 series will indeed be based on current Polaris GPU architecture but will also be moving to a new 14nm LPP manufacturing process and bring new Polaris 12, Polaris 20 and Polaris 21 GPUs.
Sources close to the matter
Ryzen 7 and now Ryzen 5 have launched and they are putting enormous pressure on Intel in the top-level market segment. After a whole decade, price/performance is definitely on AMD's side and even the upcoming Naples 32 core server part will put enormous pressure on Intel’s cash cow in the server market.