Tuesday, December 24, 2013

The genie is now out of the bottle

"The shorts are playing with fire," says one Seeking Alpha reader. Yes. They totally misunderstood and underestimated AMD, which has the broadest and greatest IP assets in the WHOLE semiconductor industry. No other company on the planet can match AMD in terms of IP wealth and innovation. For years, Intel spent huge amounts of cash to suppress to contain AMD. Intel paid billions of dollars to the vendors for not using AMD, while copycatting all the AMD innovations-- from x64 to multi-core. Containment failed. The genie is now out of the bottle. 

In the new chip-convergence era, the world finds that AMD and ONLY AMD has all the necessary IP blocks by itself. 64 bit server strength compute (AMD64, ccHT, IMC), GPGPU, Fabric and the architecture to link these together. Micorosoft and SONY chose AMD not because they love Intel+Nvidia less, but because ONLY AMD has the technologies. Both Intel and Nvidia are essentially on-trick-ponies in a convergence world.

AMD's wins in the PS4 and XB1 are just the beginning.

Shorts@AMD can expect to lose a USD$5.5 billion total.

Friday, December 20, 2013

AMD Mantle is gonna smother Intel Haswell

Oxide says

See https://www.youtube.com/watch?feature=player_embedded&v=QIWyf8Hyjbg

Wednesday, December 11, 2013

Litecoin Millionaires-to-be are flocking to the mine

Ordered four AMD R9 290s last night, there were five in stock, quickly made an order, and got the following message in the morning:


We're sorry, but although your order was in stock at the time it was placed, it is now out of stock and cannot be shipped at this time.  We regret any inconvenience.
Order was entered on Wednesday, December 11, 2013
Items Ordered
R9 290 4GD5 MSI Video Card R9 290 4GD5 Hawaii Pro 4GB DDR5 PCIE3.0 Retail [MSTI0J1] - (Qty 4)
- Was originally in stock, but is now out of stock.


You could get rich quick by mining Litecoins. An AMD R9 290 can mine 15 Litecoins in a month, that's over 600 USD of value, minus 100 or so electricity cost, the profit is about $500/month. With 20 such GPUs, the profit becomes $10,000/month.

Quick road to six figure income without any education requirement.

Both Xbox One and PS4 should be very good mining rigs if software is available. I wonder AMD Mantle could improve mining power.

PS: on eBay the R9 290 sells for $1000

Friday, December 06, 2013

The New Compute Metric: Price-Per-Coin

The new performance metric for the compute world is now Price-Per-Coin.

In case you haven't noticed, high end AMD Radeon GPUs are getting increasingly hard to find and ever more expensive. I just found this out this hard fact this morning when trying to gather the parts for a Litecoin miner. A single Litecoin is worth about $40 right now, and the Litecoin market is more than one billion dollars.

My old AMD 6770 GPU can only mine one coin in 15 days or so. I need something powerful.

Go to https://litecoin.info/Mining_hardware_comparison, and you will see the relative performance of GPU miners. You buy hardware based on the Price-Per-Coin metric if you want to have a good profit margin as a miner. AMD is more than 2x faster than Nvidia. Intel Haswell is about 10% of AMD and can be totally ignored.

BTW, Litecoin is designed to be prohibitively expensive to mine with ASIC.

Tuesday, December 03, 2013

PS4 and XBox One Sales May Reach 30 Million in 2014

SONY announced that it had sold 2.1 million PS4 in just two weeks. This was better than PS2, which had sold over 150 million units in the first 5 years.

Microsoft sold over 1  million units and XBox One within the first 24 hours of its launch.

Based on these numbers, I project that PS4 and XBox One will have a combined sale of more than 30 million units in 2014.

AMD will rake in more than 3 billion in revenue and over 500 million in profits from these future-proof consoles.

Also, AMD Mantle is being adopted by more and more game developers; HSA is bringing the true integration of massively parallel GPGPU compute to frag Intel's Haswell cores.

Intel and Nvidia are out of game.