The AMD Execution Thread [2020]

Wow, I didn't expect 5nm to be launched so soon. If it really does, TMSC's execution is impressive.

 

https://www.crn.com/news/components...intel-exec-dan-mcnamara-to-grow-epyc-business

Well I'll be damned, AMD hired McNamara!
How did Intel manage to lose him.

 

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

 

https://www.anandtech.com/show/15581/el-capitan-supercomputer-detailed-amd-cpus-gpus-2-exaflops
Three strikes, nV and Mellanox are out of DOE Exascale procurement.

Okay, 0/3.33 systems.

 

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.

 

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)

 

Yeah because it's later.

 

Funny how the Exascale systems were proposed to only use 10MW of power but now a 2x Exascale system will now use 40MW or 20MW per Exascale.

It will be interesting to see what Nvidia/Mellanox will have out in the same 2023 time frame.

 

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.

 

Look again it is <40MW:

https://www.anandtech.com/show/15581/el-capitan-supercomputer-detailed-amd-cpus-gpus-2-exaflops

El Capitan. Scheduled to be installed in Lawrence Livermore National Laboratory (LLNL) in early 2023
El Capitan - Power Consumption - <40MW

 

In the pre-briefing, they said, that they are estimating at this point to be closer to 30 than to 40 MW:
https://www.heise.de/newsticker/mel...it-AMD-Zen-4-und-Radeon-Instinct-4676080.html
(yes, this is me citing me, kinda dumb, I know.)

 

Financial Analyst Day 2020 presentations

https://ir.amd.com/events/event-details/financial-analyst-day-2020

X3D packaging
https://ir.amd.com/news-releases/ne...strategy-deliver-best-class-growth-and-strong
https://www.anandtech.com/show/1559...ckaging-for-future-products-hybrid-25d-and-3d
https://www.extremetech.com/computi...2020-zen-3-infinity-fabric-3-and-3d-packaging

Infinity Fabric 3
https://www.extremetech.com/computi...2020-zen-3-infinity-fabric-3-and-3d-packaging
https://www.tomshardware.com/uk/news/amd-announces-x3d-chip-stacking-and-infinity-architecture

 

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

 

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

 

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.

 

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

 

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.