Recent content by Erinyes

I don't think Nvidia is shipping 3nm in revenue at the moment. In order of revenue the likely candidates are Apple, Qualcomm/Intel, AMD and Mediatek.

We also have to keep in mind that the 256 bit memory interface will not scale much from 6nm to 4nm and there is likely more control logic given that RDNA4 supposedly also supports GDDR7. I would be surprised if N44 is that low though, it's almost exactly half of N48 and we know there is a lot of...

Given that they will need to continue shipping iGPUs with every CPU they sell, they certainly won't stop investing in developing the next gen IPs. Productizing the IPs to a discrete product is still a cost but if the IP is competitive, it should be relatively low cost. So I think we'll continue...

If it essentially gives you the performance of a 7900XT, which was going for ~$650 I think at it's lowest, why would you think they need to price it that low? It isn't a huge upgrade from a 6800XT yes but not everyone upgrades that often. The 7900XTX is still an option if someone really wants to...

Pretty much what the rumours have been saying for a while. Add to that 16 GB VRAM and slightly lower power than the 7900XT. Expected price is $599 Price isn't the only issue. As the RX 6600 series showed, despite lower performance, consumers still bought Nvidia over AMD. They might do better...

Supposedly RDNA 5 will be a 3 chip lineup, and likely monolithic again. So I'd expect N48 and N44 sized die and another die maybe AD103 sized so they cover a slightly wider range than RDNA 4. Likely timeline is H2'26 most likely on N3P/N3X.

Well the definition of mid-range is kind of fluid as well and performance is generally expected to go up gen on gen. For the next gen from Nvidia I expect more of a performance increase at the high end and relatively lower for mid and low end. But I agree with you, I expect RDNA 4 performance to...

Cross posting from the AMD thread since the discussion is more relevant here @Kaotik As per presentations at IDEM, CFET's are expected to be introduced from the "A7" node onwards, which should follow "A14" (A16?) and "A10", if we take a 2 year cadence, A10 should be in the H2 2028 timeframe and...

I had posted about it in the Intel thread as well

Why does anybody pay attention when any of these "news" outlets mention "yields". What yields? For which parts? Intel has publicly mentioned that the D0 for 18A is under 0.4, and at that point it was like a year to mass production. For comparison for TSMC, D0 for N5 and N7 was ~0.3-0.35 at 3Q...

I don't think anyone's hoping for a miracle. It likely to compete in the 5060 to 5070 ti range and if it manages to offer similar performance and/or more VRAM that is enough. Keep in mind even the 6nm N33 had a boost clock of up to 2755 mhz, somehow higher than the 5nm parts even. Not sure if...

There were like 6+ months ago. Rumoured specs:- N44 32 CUs 128 bit GDDR6 8 GB VRAM N48 64 CUs 256 bit GDDR6 16 GB VRAM Rumoured clock of > 3 Ghz, ~3.3-3.4 ghz speculated.

Yep, agreed. And given the performance level, PCIE 4.0 x8 seems plenty.

TSMC N3E is most likely the process as it's too early for N3P. Will HBM4 be ready for mass production by Q4 2025 though?

According to Andreas Schilling on X, Tom Peterson said Battlemage was designed with PCIE 5.0 but it wasn't productized -