AMD Execution Thread [2024]

Rumors about a new try at arm from amd just for 2026 microsofts' products.

Though seemingly just using standard Cortex X series cores and not a custom architecture. Could be done at a low enough cost, just replace the CPU complex in the 2026 Zen 6 APU from Zen to ARM, though I question the possible volumes and value in doing it regardless.
 
time is ticking, 2027 is near corner and AMD marketing team painting this hilarious cartoons
In fairness this is a claim about total system efficiency, not just chips. Silicon, packaging, interconnects, networking, software etc etc and with "CEO math" engaged almost anything is plausible
 
the timing is a little bit strange with only 3 years, but it is not the first time AMD is doing this sort of marketing.

from 2014:

from 2022:
 
In fairness this is a claim about total system efficiency, not just chips. Silicon, packaging, interconnects, networking, software etc etc and with "CEO math" engaged almost anything is plausible
Yes exactly. A large part of the efficiency improvements are directly from newer, more power efficient nodes and packaging improvements. There could be additional accelerators (NPUs, etc) employed and comparisons at different precision levels as well (Though all companies are guilty of this).
the timing is a little bit strange with only 3 years, but it is not the first time AMD is doing this sort of marketing.

from 2014:

from 2022:
Not really, the 2014 goal was 25x by 2020 which they achieved. They then announced 30x by 2025 and gave an update on progress in 2022 and at a recent event in 2024 stating that they feel even 100x is possible by 2027. So it's really just an update/stretch goal on the original 2020 target. Would be quite the achievement but with Zen 7/CDNA 5? on TSMC A16, might well be doable.
 
2024 Begins With Decreased CPU & GPU Shipments, AMD Faces Double-Digit Decline (wccftech.com)

The latest report comes from Jon Peddie Research who has outlined the Q1 2024 statistics for the PC market, covering both CPUs & GPUs. The analyst firm reports that during Q1 2024, the PC GPU market reached 70 million units while the PC CPU shipments were up 33% versus the previous year. Both CPU and GPU segments were up from the last year but if compared to the previous quarter, we can notice a decline.
...
The overall decline for PC GPU shipments versus the previous quarter is reported at -9.9%. If we dive into the performance of each vendor, then we can note that NVIDIA declined by -7.7%, Intel declined by -9.6% and AMD saw the biggest decline of -13.6% in the graphics segment.

That led to AMD's overall market share declining by -0.7% while Intel and NVIDIA managed to increase their market share by 0.3% & 0.4%, respectively. These aren't huge gains or losses for anyone but it looks like AMD could be in a tough spot considering that they have already outlined a negative trend for their graphics business throughout the majority of 2024.
 
Analyst Suggests AMD's AI Accelerator Demand Is Lower Than Expected, Cuts Down HBM Orders Massively & Shifting MI350X To A 2026 Launch ...

From the article, I mean how did this happen?

Samsung hasn't expressed much confidence in AMD's AI products, claiming that the demand for their Instinct MI300X AI accelerators is at an all-time low, and with that, Team Red decided to reduce their HBM orders months ago as well.

The Korean giant can validate this fact simply because the firm manages most of AMD's HBM supply and is aware of the demand-supply ratios.
 
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No new Xbox is planned before 2028 as per the documents disclosed in the Epic lawsuit so this is likely for Surface. But things could have changed.

That's from years ago, they recently switched around to full on hyper mode after the "Series", series, failed. There's been official communication on the existence of a new "console" already, claims that it will be "the greatest technical leap ever seen" (official and straight from the President of Xbox and reiterated), that "other [game] stores could come to the next Xbox" (Head of Xbox, don't try to decipher their current exec chart it's a nightmare), leaks from reliable sources that there's at least 1 mobile variant and that AMD has already been contracted for the hardware, and now 2026 pinned as the release date, which is when the RDNA5/Zen 6/etc. mobile variants launch.
 
That friend of mine is telling me that AMD is launching Zen 5 in July, it's going to be about 15% faster than 14900K in gaming, at the same 170w TDP as Zen 4.
 
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