Intel Corp (INTC)

[Unkwn]

Leaked AMD roadmap. According to rumours, AMD will release Pinnacle Ridge next year, presumably a Zen derivate on 12nm with smaller design improvements.

Raven Ridge, the notebook design from AMD, seems to be a 2018 release. According to the leaked roadmap, that's with integrated Vega GPU. If the power consumption on platform level will be good with decent processor performance, the better performing integrated graphics may give AMD the edge needed to compete in this high volume market. Very important product for AMD. Going to be tough for them, though.

The more interesting thing probably is, that AMD is planning to have a Zen 2 design, named Matisse, in 2019 already. We'll see which process that's going to be on. Could be 12, 10 or even 7nm. AMD has the benefit of choice, depending on their needs, regarding those processes. They are not forced to use leading edge if it doesn't bring the financial or performance benefits they need. Lisa seems to keep the foot on the pedal. Since Zen was a major performance improvement for AMD, we'll see what they can do with Zen+ and Zen2 and what Intel will deliver at the same time. Will it be the Athlon moment for Intel or the Conroe moment for AMD? Could be the tipping point for either company.