Originally Posted by Majin SSJ Eric
You think we'll see it at all this calendar year Raghu? I'm skeptical of that...
the HBM article was dated 3rd week of Dec 2013. AMD has been working on HBM for a long time , more like 3 - 4 years. AMD talked about taping out 20nm chips in Q4 2013 and Q1 2014. here is an excerpt from Q3 2013 earnings call
Hans MosesmanHey guys, can you provide a roadmap for some granularity regarding process node transitions in 2014 and ’15 as it relates to FinFETs by graphics and APU?
Lisa Su - Senior Vice President and General Manager, Global Business Units
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.
Hans Mosesmann - Raymond James
Specifically to FinFETs, if you don’t mind?
Lisa Su - Senior Vice President and General Manager, Global Business UnitsWe will do 20 nanometer first
, Hans and then we will go to FinFETs.
Just as with GDDR5 AMD would be one generation ahead of Nvidia with HBM. I hope this brings fierce competition to the GPU market and lower prices for consumers. the HD 4870 was a heck of a competitor.
We will know more in Q1 2014 earnings release as the analysts will raise questions about AMD's reply to Nvidia's upcoming Maxwell 20nm flagship. AMD will release after Nvidia this gen most probably. but the gap would be around 2 -3 months at max. GTX 880 in Sep and R9 3XX in Nov is what I am thinking. AMD would want to release in Nov to cash in on the holiday shopping season.Edited by raghu78 - 3/13/14 at 8:24pm