The AMD Execution Thread [2020]

Discussion in 'Graphics and Semiconductor Industry' started by pharma, Jan 4, 2020.

  1. pharma

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    AMD to usurp Apple as TSMC's largest 7nm customer
    January 3, 2020

    https://hexus.net/tech/news/industry/138323-amd-usurp-apple-tsmcs-largest-7nm-customer/
     
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  2. Alexko

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  3. pharma

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    2nd generation AMD EPYC processors will power weather forecasting supercomputer
    https://www.kitguru.net/components/...will-power-weather-forecasting-supercomputer/
     
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  4. Bondrewd

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  5. A1xLLcqAgt0qc2RyMz0y

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    AMD vs. Intel CPU Market Share Q4 2019: EPYC and Ryzen Growth Decelerate, Mobile Ryzen Up

    https://www.tomshardware.com/news/a...c-and-ryzen-growth-decelerate-mobile-ryzen-up

     
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  6. Bondrewd

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    #6 Bondrewd, Mar 4, 2020
    Last edited: Mar 4, 2020
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  7. DavidGraham

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    AMD is offering cache/memory coherency (essentially unified memory) between the CPU and GPU over Infinity Fabric 3, that's a big factor for AMD's winning 2 systems out of 3.
     
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  8. Kaotik

    Kaotik Drunk Member
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    Not sure if Frontier has it, though, or does AMD support it already or has it been confirmed for Zen 3 platform? (yes, I know, they haven't actually confirmed which Zen Frontier uses, but it's late for Zen 2 Epyc and too early for Zen 4 Epyc)
     
  9. pharma

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    Curious. It seems El Captain will be based on standard CPU and standard GPU parts, no custom parts like the Frontier system.
    https://www.nextplatform.com/2020/03/04/lawrence-livermore-to-surpass-2-exaflops-with-amd-compute/
     
  10. Bondrewd

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    Yeah because it's later.
     
  11. A1xLLcqAgt0qc2RyMz0y

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  12. Bondrewd

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    El Cap is circa 30MW.
    Also we traded power for timelines, that's in itself kinda a win.
    Nothing resembling a capable host CPU for sure.
    Cray will also continue kicking ass for shits and giggles.
     
  13. A1xLLcqAgt0qc2RyMz0y

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  14. CarstenS

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  15. Kaotik

    Kaotik Drunk Member
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    I suppose this is the appropriate place for this? AMD has been a victim of IP theft
    https://www.amd.com/en/corporate/data-update

    TorrentFreak has interviewed supposed thief: https://torrentfreak.com/amd-uses-dmca-to-mitigate-massive-gpu-source-code-leak-200325/
    WCCFTech claims to have interviewed people who have seen the files and have experience on verilog: https://wccftech.com/amd-stolen-gpu-ip-exclusive/
    Their main points are: verilog (HDL) files of specific functions within GPUs, no big blueprints of the chips or anything like such, compatible only with AMDs internal design language > useless to others, screenshots suggest rest of the files are more of the same
     
  16. DmitryKo

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    Report: TSMC CoWoS Production Line at Full Capacity as Demand Increases
    https://www.tomshardware.com/news/tsmc-cowos-production-full-capacity-demand
    https://www.digitimes.com/news/a20200409PD203.html
    PS.
    NVIDIA And AMD Just Bought Up All Excess Capacity At TSMC For Next Generation GPUs And CPUs
    https://wccftech.com/nvidia-amd-ramped-orders-tsmc-2020/
    https://www.digitimes.com/news/a20200423PD202.html
     
    #17 DmitryKo, Apr 20, 2020
    Last edited: Apr 23, 2020
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  17. CarstenS

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    Nothing yet on AMDs Q1 results?

    Well: https://ir.amd.com/static-files/57e8b0f9-29b8-420d-9f4e-a3aed607f456

    Revenue: 1.79b, +40% yoy, -16% qoq
    Net income: 162M, up 146 yoy, down 8 qoq
    Margin: 46 %, up 5 pp yoy, up 1 pp qoq

    Picks:
    Computing and graphics net revenue is up 73% yoy, but down 13% qoq. Surprisingly, Enterprise, Embedded and SemiCustom is down 21% /25 % and operating at a loss of 26M. And this despite what I would call AMDs strongest portfolio ever.
     
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  18. Kaotik

    Kaotik Drunk Member
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    Actually it was expected, not surprising, because current gen consoles are practically dead from AMDs point of view and next gen hasn't ramped up yet, they commented on it too:
    https://seekingalpha.com/article/43...-results-earnings-call-transcript?part=single
     
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  19. Alexko

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    I think CarstenS's point was that AMD's position in the server market is stronger than it's ever been. But this market has a ton of inertia, so I suppose AMD's Enterprise, Embedded and Semi-Custom business unit may still be dominated by console chips.
     
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