| To: Vattila who wrote (42297) | 8/1/2021 9:20:18 AM | | From: Joe NYC | | | | It could be that the reason Lisa is confident AMD can meet its goals independent of how well the client PCs perform is because she may have enough visibility and maybe even firm orders from the cloud players.
In the near term, we just need more winds for CDNA2, so that AMD starts challenging NVDA more seriously in this area.
That UK Met office win was nice, but it would have been 10x nicer if it involved AMD Instinct.
Xilinx will be the wild card for AMD... |
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| From: neolib | 8/1/2021 9:53:21 PM | | | | | | Here is a neat sequence of photos showing how stacked nano-sheet transistors are patterned. I had wondered how this was done, and its the obvious way I guess, they start with an epitaxy stack of the layers across the entire chip, which will be nice an planar, and then etch down into it to isolate the needed gates:
from here:
semiengineering.com
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| To: neolib who wrote (42301) | 8/2/2021 10:52:59 AM | | From: rzborusa | | | | | Yep, moratorium on evictions plus stimulus checks put money in the hands of people that needed a cheap laptop or game box to work/play from home. It the later, they probably got better value. |
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| From: Vattila | 8/2/2021 10:54:20 AM | | | | | | Here is Hot Chips' program later this month. Lots of cool stuff, including AI, packaging and processor cores:
| 2:30PM-3:30PM | Technology Provider: Intel packaging technologies for chiplets and 3D | Ravi Mahajan and Sandeep Sane, Intel | | 3:30PM-4:30PM | Technology Provider: TSMC packaging technologies for chiplets and 3D | Doug Yu, TSMC | | 4:30PM-4:45PM | Break (15 minutes) | | | 4:45PM-5:30PM | Case Study: Intel products built with 2.5D and 3D packaging | Ravi Mahajan and Sandeep Sane, Intel | | 5:30PM-6:15PM | Case Study: AMD products built with 3D packaging | Raja Swaminathan, AMD |
| 9:00AM-11:00AM | CPUs | | | | Intel Alder Lake CPU Architectures | Efraim Rotem, Intel | | | AMD Next Generation “Zen 3” Core | Mark Evers, AMD | | | The >5GHz next generation IBM Z processor chip | Christian Jacobi, IBM | | | Next-Gen Intel Xeon CPU - Sapphire Rapids | Arijit Biswas and Sailesh Kottapalli, Intel |
hotchips.org |
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| To: neolib who wrote (42301) | 8/2/2021 11:06:33 AM | | From: Vattila | | | | I have a hard time seeing the correlation with the pandemic at MindFactory. Intel's volume follows traditional seasonal patterns, while being totally dominated by AMD sales. AMD CPUs declined until September last year, at which point volume had an uptick, as Nvidia released the 3000-series of GPU cards, then exploded in November after the release of "Vermeer" based on "Zen 3". Then there has been steady decline in the context of relentless reports about tight supply and poor availability, until the abnormal peak in April, when suddenly supply of AMD's top SKUs had a local peak.
Now, Lisa Su is warning about flat PC demand in the second half, due to shortages in part of the supporting component supply chain. Sounds to me that AMD is prioritising the growth in other markets, with continuing tight supply to the DIY market, and that the decline in sales volume at MindFactory is not indicative of falling demand.
I would be surprised if demand for "Vermeer" in the DIY space is now as low as the declining volume at MindFactory suggests. However, my intuition may be wrong. Perhaps CPU availability now is good, and the problem is the lack of GPU availability to go into PC builds, hence putting a damper on CPU demand. |
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| To: Vattila who wrote (42305) | 8/2/2021 12:17:27 PM | | From: Kelvin C.P. Wang | | | | Hi, Vattila,
Sometime ago (maybe one year?) you posted about selling off your AMD shares and moving on. Within a day or two, you changed your mind and here we are.
I am curious about your rational then (thought process on the decisions). I am increasingly looking forward to the "pie-in-the-sky scenario" (your most optimistic prediction) within two-year from now.
Thanks! |
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| To: Vattila who wrote (42305) | 8/2/2021 1:35:26 PM | | From: neolib | | | | | There is a two year downward trend in that data (make allowance for seasonality),while the chart starts in Apr 2020 when CV-19 was starting to spike PC purchases, it would have been nice to seem further back too. It seems hard to argue in July 2021 that component issues are the cause. Availability in general seems to be improving, and for GPUs, the miners getting clobbered in China seems to be helping too. Despite what Pat at Intel thinks, mobile is still the gadget of choice for most people, they just needed an upgrade on the home PC thanks to CV. I'm not so sure there will be continued growth in PCs as strong as was seen over the last year. Unless CV keeps chugging along... |
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| To: Kelvin C.P. Wang who wrote (42306) | 8/2/2021 2:07:01 PM | | From: Joe NYC | | | | Hi Kevin,
Sometime ago (maybe one year?) you posted about selling off your AMD shares and moving on. Within a day or two, you changed your mind I am pretty sure everybody considered it at one point or another. I was quite down when the news of Intel on TSMC 3nm came out. |
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