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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 216.00

-0.7%

3:59 PM EST

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From: Mahmoud Mohammed	2/16/2016 9:46:45 PM
	of 275872

Speaking Of Schedules ... Intel Corp. Confirms First 10-Nanometer Product on Track for 2017 Introduction "... The sooner Intel can transition to new technologies in the data center, the better Although Intel benefits from introducing new manufacturing technologies in PCs, where these technologies can really shine is in the data center. The benefits from moving to new manufacturing technologies is obvious. The much lower area per transistor (as well as the lower power consumption per transistor) allows Intel to pack in more processing cores than was previously possible with prior-generation technologies. In addition to more processing cores, new technologies allow the company to integrate additional components such as dedicated workload accelerators, cache memories, and more. Since the key driver in the data center is total cost of ownership (and power, space, and cooling are significant total cost of ownership drivers), the much improved performance and implied performance-per-watt that new manufacturing technologies enable keep customers interested in rapidly transitioning to next-generation processors. The faster Intel's major server/cloud customers upgrade, the better it is for Intel's top and bottom lines, plain and simple. I don't expect Intel to roll out server chips built on the company's 10-nanometer technology to roll out in 2017; Intel is expected to introduce its second-generation 14-nanometer server chip family in early to mid-2017. However, if Intel can get the process ramped at high yields during the second half of 2017 with PC-targeted products, it should bode well for a launch of 10-nanometer server processors in the first half of 2018." fool.com Mahmoud

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