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AMD & others --- Intel dominance in 2022 (Read 9739 times)
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Re: AMD & others --- post AMD dominance in 202
Reply #120 - 01/12/21 at 09:27:08
 

This week at CES

AMD  

Microsoft, Hewlett Packard, Lucas Films, Industrial Light and Magic, Lenovo,  Two Formula 1 racing teams, 5 different universities and medical companies from Science & Medicine all co-presented with Lisa Su.

The conglomerated message is that the future of our lives is being pushed forward by a constant stream of higher capacity innovative AMD products.

Contrast with Intel who would not even let CEO Bob Swan even show his ugly face (yes, he is a net negative right now and the rumor mill sees him gone sometime fairly soon).   If Intel even had a partner to show out there, it wasn't apparent as all the main compute partners shunned Intel and actually presented for AMD this year.

Lisa Su said Ryzen 5 processor designs are here now and brand new 5nm and 6nm lithography lines are coming for later this year and early of next year (just as soon as Apple rolls of the 5nm equipment and on to their brand new 3nm lines).

Watching the presentations, it is quite obvious that Intel is isolated off on its own, still lying and hiding stuff, while AMD is being open and making lots of real progress with a WHOLE LOT of key partnerships.



https://liliputing.com/2021/01/amd-launches-ryzen-5000-mobile-chips-for-ultra...

What follows is broken out by Lilliputing, TechRadar Tom's Hardware and others --- I just got it from all over the place.  Some part numbers hold the same place in the stack but have increases in core counts and base core frequency due to chiplet improvements that fire off improvements in processing power even if the part number is identical to last year's product.

OR, we can base our second try at analysis at the chiplet level for greater clarity --- the base chiplets all got better, they run faster and they can do more per clock cycle.

Just a few months after launching the first Ryzen 5000 desktop processors based on Zen 3 architecture, AMD is bringing Zen 3 to laptops with the launch of two new lines of Ryzen 5000 Mobile processors.

As usual, the new chips are divided into 15 watt U-series processors for thin and light laptops and higher-power models designed for gaming laptops and/or mobile workstation PCs.



Let’s look at the high performance chips first, because they’re a little more straightforward. AMD is offering these processors at 3 power levels. Ryzen 5000H processors have a 45 watt TDP, while Ryzen 5000HS versions are lower-power models with a 35 watt TDP and lower CPU frequencies and Ryzen 5000HX chips can exceed 45 watts.

All of the new H-series processors are 7nm chips based on AMD’s Zen 3 architecture, with top of the line models featuring 8 cores, 16 threads, and support for frequencies as high as 4.8 GHz.

MD’s new Ryzen 5000U processors are a little murkier because they’re not all based on Zen 3 architecture. In a nutshell, if you see a model number that’s a round number, you’re looking at a Zen 3 chip. If you see an odd number, it features the same Zen 2 architecture as last year’s Ryzen 4000U processors.

That means the Ryzen 5 5600U and Ryzen 7 5800U will bring the biggest gen-over-gen boost in performance and energy efficiency. But it doesn’t mean that the other chips are identical to their predecessors.

AMD has increased the core count and CPU frequencies, so you should see at least a modest performance bump.

In the first half of 2021 AMD also plans to launch Ryzen PRO 5000 Series mobile chips for business and enterprise laptops, and all told the chip maker says more than 150 notebooks with Ryzen 5000 Mobile processors are expected to ship this year.

Name      Cores / Threads      Base freq      Boost Freq      Cache      TDP
Ryzen 9 5980HX      8 / 16      3.3 GHz      4.8 GHz      20MB      45W+
Ryzen 9 5980HS      8 / 16      3 GHz      4.8 GHz      20MB      35W
Ryzen 9 5900HX      8 / 16      3.3 GHz      3.6 GHz      20MB      45W+
Ryzen 9 5900HS      8 / 16      3 GHz      4.6 GHz      20MB      35W
Ryzen 7 5800H      8 / 16      3.2 GHz      4.4 GHz      20MB      45W
Ryzen 7 5800HS      8 / 16      2.8 GHz      4.4 GHz      20MB      35W
Ryzen 5 5600H      6 / 12      3.3 GHz      4.2 GHz      19MB      45W
Ryzen 5 5600HS      6 / 12      3 GHz      4.2 GHz      19MB      35W
Ryzen 7 5800U      8 / 16      1.9 GHz      4.4 GHz      20MB      15W      Zen 3
Ryzen 5 5600U      6 /12      2.3 GHz      4.2 GHz      12MB      15W      Zen 3
Ryzen 7 5700U      8 / 16      1.8 GHz      4.3 GHz    19MB      15W      Zen 2
Ryzen 5 5500U      6 /12      2.1 GHz       4 GHz       11MB      15W      Zen 2
Ryzen 3 5300U      4 / 8       2.6 GHz      3.8 GHz      6MB      15W      Zen 2


Well, this is about it for AMD 7nm as a lithography generation --- next year we are going to be doing a mix of 5nm and early 3nm mixed in with some existing old 7nm.   Why such a mix?   Some of 5nm won't be completely ready right off the bat and a mixed lithography bag is a likely occurrence in 2022 as we work through the global wafer shortages from the two biggest suppliers.

Plus, please remember the new THEY at AMD  (the new AMD Xilinx combined) will be working out the fine details of 3nm 20 lay-down layers vs 5nm 14 lay-down layers AND the blending in of the brand new programmable FPGA and AI layers in as well.

Lots to do, lots to do ........       Grin
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« Last Edit: 01/25/21 at 20:33:08 by Oldfeller--FSO »  

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Re: AMD & others --- post AMD dominance in 202
Reply #121 - 01/12/21 at 21:59:20
 

Why is is so hard to use AI to speed up "everything" .......

AI only works for speeding up the multiple repeats of a fixed task.

AI has to be written specifically to include the AI engine, the rest of the processor data flow and the application and the task and the OS system.

Intel has to keep an entire library of pre-learned solutions out on the web and your device has to go get the appropriate solution that it needs at the very best internet speeds possible in order to get anything useful done before your local task at hand is actually over.

This will get better when STANDARD LEARNED MODELS for using AI in common scenarios exist, which will be a while in coming.

AMD Xilinx will also be able to SELF-program their internal FPGAs to learn a repeated task directly, something that once again perhaps requires ONE quick trip home to the base library to set it up followed by some idle time for calculation.   The ability to then keep the lasting customized changes locally on the PC and to use them automatically will be a lasting advantage to the AMD Xilinx system.

Real AI is hard, but it is coming .......  


===================================================


Inadequate laptop cooling systems are still a big big unaddressed issue .......    (CPU temps running up at 105oC and up are pretty much a standard thing now)

Silicon availability and other supply chain issues are still a big unaddressed issue .......  

AMD changing up their entire world twice a year creating lots of obsolescence scrap is an unaddressed issue for the desktop box and the motherboard builders.   Right now the very high PC demand is easily eating up the obsoleted units at full price, but this will not always be true.

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« Last Edit: 01/21/21 at 20:36:19 by Oldfeller--FSO »  

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Re: AMD & others --- post AMD dominance in 202
Reply #122 - 01/13/21 at 15:22:12
 

https://arstechnica.com/gadgets/2021/01/after-corporate-blunders-and-setbacks...

After corporate blunders and setbacks, Intel ousts CEO Bob Swan

Intel is replacing its chief executive Bob Swan after a series of manufacturing setbacks and competitive blunders that lost the veteran Silicon Valley company its crown as the top US chipmaker.

Swan, its former finance chief who held the top job for just over two years, will be succeeded on February 15 by former Intel veteran Pat Gelsinger, who is currently chief executive of VMware, the infrastructure software group.

Gelsinger had previously spent 30 years at Intel, including time as its chief technology officer, before he left just over a decade ago to join VMware’s former parent company EMC.

“Pat is a proven technology leader with a distinguished record of innovation, talent development, and a deep knowledge of Intel. He will continue a values-based cultural leadership approach with a hyper focus on operational execution,” said Omar Ishrak, independent chairman of the Intel board.

“I am thrilled to rejoin and lead Intel forward at this important time for the company, our industry and our nation,” said Gelsinger.


What they don't stress is that Bob Swan was only experienced as a lead beanpicker at Ebay and Bob Swan simply could not run a technical manufacturing based company he did not bother to understand.  

Swan also actively fired all the Intel internal potential challengers to his position.   This partially explains why Intel is so very weak right now.

Major Intel investors drove this most recent removal of Bob Swan, as they saw their investments totally crashing inside six months if nothing radical was done to get Swan out of Intel.

Bob Swan had no real plan for Intel's future, and had no "outside partner" that was actually willing to run these more modern chipsets for Intel.

Tongue

Question now becomes "Is it even possible for Pat Gelsinger to steer Intel away from all the sharp rocks on the beach before the bow strikes ground?"  

Bob Swan fired dozens and dozens of critical people that he thought that Intel didn't need, missing people now critical to turning the ship around before it hits the rocks.   Pat Gelsinger is having to try to rehire these people, some of which do NOT want to come back to Intel due to past Intel mistreatment.

Pat may be forced to simply try his best to gently hit soft sand at low tide instead of hitting on those sharp nasty exposed rocks .......   the next available high tide will then mebbe lift him up high enough to float the boat and give him a do over.

Grin

Pat will immediately bump into the embedded new Intel culture of lying to stockholders and defrauding their user customers, cheating on benchmarks, BSing the computer press, etc. etc. etc.  

Wholesale replacement of the Intel Marketing Department may be his first task as CEO .......  as moving them out completely may well be his first significant accomplishment, one that will signal "real change" to the Federal and EU regulators who are looking hard at Intel right now.
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« Last Edit: 01/21/21 at 13:48:33 by Oldfeller--FSO »  

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Re: AMD & others --- post AMD dominance in 202
Reply #123 - 01/15/21 at 15:15:44
 

https://www.globaltimes.cn/page/202101/1212799.shtml#:~:text=RISC%20stands%20...

https://www.amazon.com/Iconikal-Rockchip-Computer-Processor-1866MHz/dp/B0868W...




Rockchip ships a new four core A53 single board computer.   $18   Comes with read out display, charger and micro USB for the operating system.   This is like twice as much stuff as a Raspberry Pi comes with at half the cost (but the Pi has four much stronger A-72 cores).

Beagleboard ships first RISC-V single board computer.  $150

Both are a good bit less able than a Raspberry PI single board computer, with one costing less than a standard Pi costs and the other costing a good bit more than a standard Pi costs.

We will watch out for the RISC-V chipset to grow more capable and pick up some decent processor speed too.   Other than a "break the ice and allow programming to proceed" this $150 RISC-V single board computer is really like 20x overpriced for what it can actually do.

Nothing to watch for on the Rockchip A53 as it is a subset of ARM A53 which already has several much better computer chipsets out there already.   However, the cost is right at $18 so it will make its own path forward .....  and it already has good built in I/O and storage types like a laptop possesses.  

Double the core count and you have a  midrange phone chipset with laptop I/O or a fairly strong Chromebook chipset ......

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« Last Edit: 01/16/21 at 10:35:56 by Oldfeller--FSO »  

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Re: AMD & others --- post AMD dominance in 202
Reply #124 - 01/16/21 at 10:23:12
 

TSMC gets board approval for at least $20.8 billion dollars to fully expand their 20 stacked layer 3nm production facilities.

3nm has been board approved now for risk production, with all the rest of the new 3nm full production lines phasing in later this year.   Apple will begin the task of rolling over to 20 layer 3nm direct burn EUV lithography in bulk by the second half of this year with AMD taking over the recently vacated 14 layer 5nm lines that Apple was using.  

This AMD changeover will go very quickly as wafers full of the same AMD chiplets are relatively simple to run compared to a full complexity Apple M1 SOC wafer that the process was just doing.

Pre-production development testing begins in earnest on the 1.5nm existing early production process lines.   Work begins with the first 3nm customers on the new process node intended customer chip designs (Apple and Huawei).   Early development and testing always involves customer designs at TSMC as nothing is real at TSMC except what the customer needs and requires.

So, this year 5nm goes to 100% full scale production levels with all the 5nm buildings being stuffed with work --- Apple rolls down to 3nm and AMD rolls into filling the 5nm lines.   Many of the most modern 7nm lines will now be freed up for TSMC's 6nm conversion which will then be filled with phone customers and possibly some Intel work if Intel can finally get over itself and commit the funds to TSMC.  

Inside 2 years, 1.5nm chipsets and chiplets will be rolling out of newly built TSMC buildings ......    what will Intel be doing .......   GOOD QUESTION, other than jest sitting there on their thumbs being 4 lithography generations behind ????


An additional 10 billion just got added to this TSMC pile as demand from GOVERNMENTS is having to be factored into this build-it money.    Yes, a secured military production facility is going into ARIZONA, USA by US fiat.
 
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« Last Edit: 01/21/21 at 06:26:34 by Oldfeller--FSO »  

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Re: AMD & others --- post AMD dominance in 202
Reply #125 - 01/17/21 at 18:54:56
 

Rumor has it that Intel has had to give up completely on Optane memory --- that when the Intel warehouses go empty there will be no Intel Optane anything ever again.

Or, let's be more precise --- Intel has no partner willing to make the stuff for them any more.    Their ex-partner may have removed all Intel rights of use to Optane tech completely as Intel never paid their old bills over use and scrap and other costs.

Acting in bad faith can really cost you greatly, as Intel will soon learn.

Roll Eyes

I wonder how many other items that Intel "invented" in the last few years were equally dubious and potentially just more sorry Intel BS ......
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« Last Edit: 01/21/21 at 20:38:34 by Oldfeller--FSO »  

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Re: AMD & others --- post AMD dominance in 202
Reply #126 - 01/17/21 at 19:17:59
 

https://arstechnica.com/gadgets/2009/03/amd-intel-engaged-in-x86-licensing-st...

Bob Swan also did something else that was very very stupid, he has started a new proceeding against AMD over the licensing of the original x-32 bit X86 instruction set, and he did this stupidity purely as a FUD action to toss some shade on AMD right before CES.

AMD likes this very stupid FUD only action very very much, however,  because AMD owns more key AMD x-64 bit patents, multi-CPU patents and "fusion" patents (joining CPU and GPU on the same silicon), way way way more current stuff than Intel does, stuff that Intel has been using without a discrete license.    AND PLEASE REMEMBER THAT AMD HAS ALREADY WON 2 PREVIOUS COURT CASES THAT GIVE AMD THE ONGOING RIGHTS TO USE THE BASIC "Intel 32 BIT x86" TECHNOLOGY THAT BOB SWAN WAS DISPUTING.    

VIA also has ongoing rights from those same cases to use the original x86 tech and now so do the Chinese that own the ghost of VIA right now.  

But old Ebay bean picker Bob didn't know all that ......   he hadn't been around that long.

Patent suit history between AMD and Intel

AMD does not believe AMD has breached the cross-licensing agreement, and the company considers Intel's allegations of a breach to be in bad faith. If Intel's filing does turn out to be in bad faith, then AMD claims that this gives them "the right to terminate Intel's shared rights and licenses from the AMD side, while retaining the Company's [AMD's] rights and licenses from the Intel side under the Cross License Agreement" as is stated in court judgments made twice previously.


Once AMD rolls out the conjoined Xilinx chipset they won't be using any oldstyle 32 bit x86 technology at all anyway, so now they have an additional string to their bow.   New AMD patents have been filed already on the AMD-Xilinx conjoined tech stuff and these patents have been accepted by the US Patent Office.

Xilinx has never allowed Intel any form of use license for AI or FPGA, ever.   Intel is potentially going to lose out very very very big time due to this very very stupid Bob Swan action if Intel pursues it.

Did Swan even realize that he is trying to enforce an obsolete 32 bit chip system patent that isn't worth anything today and that AMD actually invented and owns the patent rights and instruction set copyrights for all the modern 64 bit instruction set and all the multi-processor system patents and the patent rights for building multiple CPU chipsets and the patents for using chiplets to make up a processor ?????

Yes, AMD owns the patents for the use of chiplets, and just calling them tiles does not give Intel the right to use the tech AT ALL.   Xilinx invented and owns every sneaky AI booster tech that Intel uses to juice up their out of date processors, so Intel will lose out on that stuff big time, too.

Bob Swan was REALLY STUPID taking this action and Bob Swan really did not know enough to even try to run a tech company like Intel.
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« Last Edit: 01/21/21 at 13:53:40 by Oldfeller--FSO »  

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Re: AMD & others --- post AMD dominance in 202
Reply #127 - 01/18/21 at 12:44:07
 

https://siliconangle.com/2021/01/16/new-ceo-pat-gelsinger-must-channel-andy-g...



New CEO Pat Gelsinger must channel Andy Grove and recreate Intel

We believe that Intel has no choice. It must create a deep partnership with a semiconductor manufacturer aspiring to manufacture on U.S. soil, and focus Intel’s resources on design.

In this Breaking Analysis, we’ll put forth our prognosis for Intel’s future and lay out what we think the company needs to do to, not only maintain relevance, but regain the position it once held as perhaps the most revered company in tech.

Peak PC volumes signaled the top of Intel's reign



But in the all-important volume semiconductor manufacturing game, PCs are no longer the king. Collectively, Arm chip units surpassed 20 billion worldwide last year. Comparing Arm chips shipped with x86 PCs is not apples-to-apples, but the numbers speak for themselves:

The wafer volume for Arm chips dwarfs that of x86 by a factor of 10 times.

Back to Wright’s Law. How long will it take Intel to double their wafer volumes? Gelsinger understands this dynamic probably better than anyone in the world – certainly better than we do.   The answer is NEVER .......  as ARM grows in volume x86 declines by the same ratio.

Moreover, if you look at the performance and price-performance of Arm compared with x86, the picture continues to favor Arm, quite dramatically. Arm design to production cycles are faster, the technology is climbing the learning curve faster and riding the cost curves down at a more accelerated rate.

Arm encroaches on PCs by growing 10x faster

As you look out to the future, the story for Intel’s PC dominance also does not look promising.








No, Gelsinger is a visionary with a deep understanding of tech, architectures, trends, markets, people and society. He’s a dot connector. And he loves Intel– he’s a legend at the company where he spent 30 years.

A major strategic partnership with TSMC or Samsung is needed
Here’s what we strongly believe. We think Intel must do a deal with TSMC or Samsung – perhaps a joint venture or some type of innovative structure that both protects its IP and secures its future. Both of these manufacturers would love to have a stronger presence in U.S. markets where Intel has many manufacturing facilities. They may even be willing to take a loss to partner more deeply with Intel.

In our view, Intel needs to get to 5nm within two years to remain cost-competitive and defend its base.

It can’t do this in our opinion without a strategic manufacturing partnership. If it tries to go it alone, the costs of introducing next-generation technologies will be so expensive it will bankrupt the company. How’s that for paranoia?

To be clear, we believe that core Intel should get out of the business of manufacturing semiconductors. Set up a JV and spin the venture off so you can profit but focus the core company on design.

That will allow Intel to compete better on a cost basis with AMD, defend its data center revenue — and fight the good fight in PCs, better preparing for the coming onslaught from Arm.

Then go on offense and remake Intel from the inside
Intel should put a laser focus on reducing its cycle times and unleashing its designers to create new solutions. Let a manufacturing partner who has the learning-curve advantages enable Intel designers to innovate and extend ecosystems into new markets. Autonomous vehicles, factory floor use cases, military, security, distributed cloud, the coming telco explosion with 5G, AI inferencing at the edge. Just think about the opportunities for Intel in 5G, which the company has pegged as an $18 trillion opportunity.

Bite the bullet and give up on yesterday’s playbook and reinvent Intel for the next 50 years. That’s what we’d like to see and that’s what we think Gelsinger will conclude when he channels his mentor.

We sincerely wish the best for Pat, the people at Intel and the continued success of a great American company.



===================================================


AMD already has a strategic production alliance with TSMC that is holding firm.  TSMC gets first crack at any AMD wafer requirements, with Samsung being the alternate supplier.   Apple keeps the same mix of primary/secondary suppliers for the exact same reasons.

This week Samsung announced an IP sharing plan with AMD over processor construction, graphics and other base technologies that Samsung needs to compete in PC class equipment.

AMD gets more Samsung 5nm production wafer space if TSMC cannot supply all that is needed, a key consideration that AMD needs over the next few years.

AMD got there first with making the alliances and partnerships, and Intel is still sitting off all by themselves .......
Intel is consistently a day late and a dollar short in their partnership efforts.

Remember, Samsung and TSMC are both 5x bigger than Intel is now and they are growing while Intel is crumpling as we all watch.

Intel must first and foremost start to honor all old contracts and relationships and actively change their image away from the company that sues and screws over every last one of its old business partners.


===================================================


Pat Gelsinger is simply aghast at what Bob Swan has done, letting go of so many key personnel as "unnecessary"  ---  Pat has already begun efforts to try to hire back some of these "forced to retire" folks.   Some will come, some say they are done with Intel's poor treatment of loyal employees and will not return.


 
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« Last Edit: 01/22/21 at 05:04:32 by Oldfeller--FSO »  

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Re: AMD & others --- post AMD dominance in 202
Reply #128 - 01/20/21 at 20:26:42
 



Updated graphs say it all.    AMD could sell more if it could make more, and that simply requires relatively MORE CHIPLET WAFERS from TSMC and SAMSUNG so it can expand production.  

7nm production is "all full up" at this stage of things as everyone is busy rolling over to 5nm very soon and all of 7nm must be all run out ASAP before the 7nm equipment is taken out of service to be refurbished into the new TSMC 6nm production lines.  

Dancing on down the nm's is the name of the game now .........

AMD is asking TSMC for more 3nm, 5nm and 6nm chiplet production wafer allocations ASAP.   Samsung is also being asked for more production wafer allocation on the 5nm AMD style chiplet wafers.   AMD is in a prime spot to make some hay, but it needs a lot more chiplet wafers to do that.  

ALL of the new lithographies are better than what AMD is using now, so AMD should be able to get something they can readily use in volumes big enough to take another chunk out of Intel's arse.

AMD NEEDS MORE CHIPLETS !!!!!!     AMD needs to put in greatly increased requests for initial 3nm production right now if they wish to get any significant volume of 2021-22's 3nm chiplets for a "top of the line" premium product or two......  

All of TSMC's future CAPEX is going 100% into the brand new (current tech) 3nm and 2nm production facilities with all these new scanner orders already booked at ASML in Holland.   All the new 5nm scanners that TSMC ordered have been built already and are being delivered right now .......  (Apple takes first position, then rolls on down to 3nm during the upcoming year)

So, Intel and AMD are now at war over production capacity at TSMC and at Samsung  with the winner taking it all as the loser can't build enough of anything to even try to take back any of their lost market share ......

Several smaller phone suppliers will be left out in the cold during this struggle as they will have to find some chip supplier somewhere to make their stuff for them.


===================================================



This is a visual on AMD's growth in graphics   which is very nice but not even close to the same order of magnitude to AMD's CPU wins last year.




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« Last Edit: 01/26/21 at 18:16:55 by Oldfeller--FSO »  

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Re: AMD & others --- post AMD dominance in 202
Reply #129 - 01/22/21 at 12:40:57
 

https://liliputing.com/2021/01/intel-ends-2020-on-a-strong-note-thanks-to-rec...

After years of stagnant or declining growth, global PC shipments were up in 2020 due largely to an increase in notebook sales as people hunkered down to work and school from home during the global pandemic.

And it looks like Intel rode that success to better-than-expected revenue. In the company’s latest earning report, Intel says “PC unit volumes” in the fourth quarter of the year were up 33 percent over the same period in 2019, “led by record notebook sales.”


But that apparently wasn’t good enough for investors, because the company’s stock price plunged again this morning. One possible reason? The company faces some serious challenges in the coming years.



Specifically, while Intel has finally worked out the kinks in its 10nm manufacturing process and has migrated most of its chips to the new node, the company isn’t expected to make the move to 7nm until 2023, which is 6 years later than Intel had originally hoped to hit that target.

Rival AMD, meanwhile, has already transitioned to 7nm for its latest laptop and desktop processors and is moving down to 5nm this year. While you can’t directly compare one company’s 7nm technology to the other’s, the point is that Intel has been much slower to move from one node to the next in recent years.   Intel is staying 2-4 lithography nodes behind the leaders at this point in time.

In fact, in order to meet its 2023 deadline, Intel’s incoming CEO Pat Gelsinger told investors that “it’s likely that we will expand our use of external foundries for certain technologies and products,” but that the company does still expect that the majority of its chip manufacturing will likely be done in-house rather than by outsourcing jobs to third-party foundries like TSMC.


Investors call BS on Intel for not being able to move to 7nm before 2 more full years have elapsed.   This is 2+ years of getting their faces rubbed in faster AMD chiplets that are 2-3 lithography generations improved over the best Intel can offer.

And yes, Intel is liable for stockholder fraud for NOT SAYING THIS KNOWN FACT EARLIER and for hard selling their stock based on things Intel management knew were never going to happen in the time frame that was specified in the stock holder communications.

It must be hard to be Pat Gelsinger, starting out by having to apologize to his own stockholders for what his predecessors did to defraud them.


===================================================


Intel is currently noted for its somewhat secretive use of AI to speed up its aging processors (make them appear to work faster on certain tests).

This is not news, the phone boys have been doing this for most of a decade now.   Huawei was noted for doing a software update on their phones and then showing test results on last year's phones that exceeded what the competition could do with their newest chips --- Huawei got blasted for cheating at the time, but it was just the AI tricks hitting the benchmarks for the very first time.

I find it funny that all phone chips (even low end ones) now have a 0.8 Trillion Operations per second AI accelerator tucked into all of them, even a cheap MediaTek lowrange phone chip.   The better Qualcomm chipsets are all running OVER 12 Trillion OPS on their AI packages ...... the high end best from Qualcomm is currently running 24 Trillion OPS.   Apple is only at 4 Trillion OPS on their AI as Apple really isn't into appearances type cheating like the rest of the phone boys.

Some open cheat proof benchmarking of this sort of action is needed ---- and some unification of the extensive on-line libraries that back up this new usage form.

If the trick works, then use it openly for more than just a benchmark test.  

Don't lie about it ....... use it openly.

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« Last Edit: 01/23/21 at 13:51:04 by Oldfeller--FSO »  

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Re: AMD & others --- post AMD dominance in 202
Reply #130 - 01/23/21 at 00:21:23
 

Confirmed Rumors   (from Texas, supposedly)

TSMC is building a 5-3-2-1nm plant in Texas.   Arkansas is mentioned as another TSMC site in some rumors.

Samsung is building a 5-3-2nm plant in Texas.

Both plants are to be complete inside 1.5 years with rolling updates to equipment planned going forward from there.

Both companies are bringing along their own favorite suppliers to support this move.   Think of it as a glorified "Assembled in the USA" situation which is close enough to true.  

Plant CapEx is around 11 billion dollars for each plant initially as the ASML lines in them are very expensive.   Enough land was purchased for the growth and expansion of buildings.

Texas is offering the best incentive packages so Texas gets the plants we know about now.   Arkansas was also mentioned as a potential location.

These plants are "any customer" plants (not dedicated).  


===================================================



BTW, Intel has started saying this week that they now plan to make their own chipsets on their own Intel designed and built custom equipment in their own existing Intel facilities.

So far Intel gets sticker shock whenever they go to buy a processor built off somebody else's equipment.   Pat Gelsinger finds it cheaper to use his own existing manufacturing line hardware and to hire back some of his old experts who knew how to make up the lines and how to run them (and how to tweek the processors to work on them).

Pat is also finding that Bob Swan had already burned all of Intel's "potential partner' bridges, so Pat has no choice but to go do it all on his own.


==================================================  


......... speaking of getting sticker shock on processors ........


Why build the TSMC and Samsung low lithography plants right now?   Avoiding the newest tariffs and taxes being put in place by our new political controllers will pay enough to make it worthwhile for all the parties concerned.  

To make this game work, the incept date of the plants had to clearly precede the tariff legislation it was designed to avoid.   So far this seems to be in alignment.  Democrat run congress is busy chasing Trump at the moment .....  but they could swing back into tax & spend mode at any time.


===================================================


There is a new graph line for ARM computer processors
that is needed on all these graphs.


Using Apple M1 for the sole contributor at this time, the ARM line takes 15-20% market share when folks finally pop the new ARM market share line into the rest of the future market share graphs.    Apple M1 represents the first section of this green wave that hits starting this year.   Apple is going to release the 12 core version of their chipset this year, covering all laptops and the lower side of Apple desktop PCs, with a 20 core version planned for later on.

Qualcomm and Huawei will contribute another smaller chunk this year and next, after that all the phone boys will be in there swinging their hockey sticks at Intel, AMD and at each other's heads ......  

By then the market share hits landing on x86 will be larger and more noticeable.





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« Last Edit: 01/26/21 at 18:18:41 by Oldfeller--FSO »  

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Re: AMD & others --- post AMD dominance in 202
Reply #131 - 01/25/21 at 19:48:51
 

TSMC and Samsung are getting the riot act read to them by the US and the EU governments.   Build local plants in our countries that we can defend.   Chipsets are a national defense PRIORITY, you can charge us a lot of money but you MUST build us enough chipset manufacturing capacity for us and you must do it in defensible locations inside our boarders.

The bullshite about running out of chipsets STOPS, ASAP.    

If you need money, tell us how much .......

Folks, Intel will never heal itself fast enough in this environment.    
AMD is not likely going to get enough chiplet wafers short term to keep up with their spiking demand either .......

TSMC and Samsung have the will and the knowledge and the supplier base to drop plants wherever they are required.  

Nobody is going to fund Intel for a government sponsored anything after that last supercomputer fiasco so get over it Pat Gelsinger, you old alma mater is water over the dam as of these latest announcements.   Nobody wants "Intel Inside" any longer.

China has a military conquest plan for South Korea and Taiwan that in one fell swoop would give them all of the current processor manufacturing in the entire world.

Look to see Biden's Administration continue the hard line with China that was set up under the Trump Administration.

Also remember, ASML the Dutch company that makes the 3nm 20 layer EUV processor lines can get told by the EU to stop sending scanners to people who don't play well with others.

What happened to Huawei can happen to you, too.



==================================================



https://www.reuters.com/article/us-huawei-smartphone-sale-exclusive/exclusive...

Rumor is from Reuters  (who hates rumors)

China denies all of it, so it must remain a rumor for the time being.   But the Huawei Honor brand just got sold off, so it is clear that something is likely happening as we speak.


(Reuters) - China’s Huawei Technologies Co Ltd is in early-stage talks to sell its premium smartphone brands P and Mate, two people with direct knowledge of the matter said, a move that could see the company eventually exit from the high-end smartphone-making business.

The talks between the world’s largest telecommunications equipment maker and a consortium led by Shanghai government-backed investment firms have been going on for months, the people said, declining to be identified as the discussions were confidential.

Huawei started to internally explore the possibility of selling the brands as early as last September, according to one of the sources. The two sources were not privy to the valuation placed on the brands by Huawei.

Shipments of Mate and P Series phones were worth $39.7 billion between Q3 2019 and Q3 2020, according to consultancy IDC.

However, Huawei has yet to make a final decision on the sale and the talks might not conclude successfully, according to the two sources, as the company is still trying to manufacture at home its in-house designed high-end Kirin chips which power its smartphones.
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« Last Edit: 01/27/21 at 14:25:18 by Oldfeller--FSO »  

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Re: AMD & others --- post AMD dominance in 202
Reply #132 - 01/26/21 at 08:19:10
 

https://liliputing.com/2021/01/the-first-ryzen-5000h-laptops-are-now-shipping...

https://www.tomshardware.com/news/amd-ryzen-5000-mobile-cezanne-soc-architect...

https://www.anandtech.com/show/16446/amd-ryzen-9-5980hs-cezanne-review-ryzen-...





The first Ryzen 5000H laptops are now shipping (and they’re really fast and totally for real)

by Brad Linder
Posted on January 26, 2021 at 10:52 am

The first Ryzen 5000H laptops are now shipping (and they’re really fast)
AMD unveiled the Ryzen 5000 Mobile processor lineup earlier this month, and now the company says the first laptops with 35+ watt Ryzen 5000 H series chips hit the streets starting today.

Ahead of launch, the chip maker sent Asus ROG Flow X13 thin and light gaming laptops with Ryzen 9 5980HS processors to a number of tech reviewers, and early reviews indicate that AMD’s flagship “Cezanne” processor largely delivers on AMD’s promises: users can expect double-digit performance increases in single-core and multi-core workloads.

That’s due to a move from Zen 2 architecture to new Zen 3 CPU cores, a new unified L3 cache structure (not to mention double the overall cache, now at 16MB), an upgraded memory controller, and a new memory controller, among other things.



As they typically do AMD slightly exceeds their advertised expectations .....   I hate it that the newest chipsets have such a pricing premium attached to them during distribution, but supply and demand sets the final prices in during any sort of scarcity situation.

Sux, but it is what it is ......      we got severe scarcity showing up all over the place.

Tom's Hardware has now published their deep dive on the Cezanne series too (yes, AMD has all of their lineup slots refilled with processors built with the new Cezanne generation chiplets).   So far Tom's finds no downsides in the new chiplets and finds performance is slightly exceeding the advertised amounts and Cezanne is clearly better than Intel's latest AI pumped up offerings.

Anandtech has done their deeper dive as well.   There is a comprehensive list of code names with the resulting sources and lithographies for those who are interested.   Since there is higher wattage now on tap (with higher core temperatures to go along with it) there is an analysis of laptop cooling systems and active temp control set points.


yes, that is melted solder for the "thermal paste" -- that is how high temp chipsets roll now-a-days




Now, let me digress a bit.   AMD can roll a new improved architecture in one generation and then roll chiplet improvements several times during a generation.   Then there are the much bigger lithography generational roll outs, which are spaced out several years apart.

Reminds me of a Civil War Era LeMatt revolver, if the 36 caliber bullets didn't get you the 42s did, and if that failed the center pin 20 gauge shotgun barrel was brought into play to lay the big BaDaBoom down on your arse.

Shocked       Later this year we get to do it all over again, this time with 14 layer 5nm chiplets ........       Shocked


How much real improvement has AMD done in the last 3 years?   2,100% real improvement.
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« Last Edit: 01/28/21 at 15:48:15 by Oldfeller--FSO »  

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Re: AMD & others --- post AMD dominance in 202
Reply #133 - 01/27/21 at 19:25:52
 

Intel is doing something curious right now, they will not sell you an Intel video card as a separate sale.

It must come as bundled as part of a brand new complete computer by one of their tame suppliers.

Why?

Because it will not work .........

On an AMD based computer system
On an ARM based computer system
On a Linux System
On an Android System
On any system not set up complete with all the secret Intel drivers and libraries required by the card to get the secret hidden AI to run fast.
On your just bought brand new box stock Intel system if you should change the OS (or the system image) in any appreciable fashion.


Intel and their new processors and graphics cards have some very very serious issues they need to work through.  

Microsoft has some serious issues with keeping up with your Windows 10 license vs "Intel approved hardware".

The default answer in this situation is "you just broke it and need to go buy a brand new Windows 10 license".     Surprise, the new Windows instance won't work after you try to install your new operating system ......  you are not an approved installer and you did not provide the secret sauce.

Pat Gelsinger has severe amounts of PR work to do.

No PC enthusiast will put up with this level of BS.

Apple will get some serious amounts of brand preference out of this situation as will AMD based stock units.    Apple and AMD just work .....  using simple "normal for the OS" drivers, no secret sauce or AI driver libraries required.



===================================================



Now that the 3 new low lithography plants have been announced, Intel is saying by 2022 they will be in production at 3nm on "some products" using these plants.

The news of the 3 USA low lithography plants is good, but by the time they are built they will be over booked very very badly.

Nobody wants any old 14nm Intel stuff any longer, Intel has stretched 14nm so far now that you can see light through the holes in the product.

Nobody trusts Intel 10nm, because it requires a lot of secret AI sauce slathered on it just to be somewhat equivalent performance-wise.

Nobody thinks Intel 7nm is ever going to work.

AMD at 5nm will be OK, but AMD at 3nm is likely to be completely ass kicking in ways we don't even understand yet.

2022 isn't that far away .......
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« Last Edit: 01/28/21 at 10:43:34 by Oldfeller--FSO »  

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Re: AMD & others --- post AMD dominance in 202
Reply #134 - 01/27/21 at 23:07:31
 

SCARY RUMORS AGAIN

We got us the first moves of a international computer systems war going on.    TSMC and Samsung are getting reeled in hard.   Huawei, Oppo and SMC and all the other Chinese clone companies are getting cut off at the knees.

Red Hat has just shut down all support on their open source clone Centos.

Google has just shut off "free and full" functionality updates to Chromium Open Source Project.

Google has shut off sharing new features to the Open Source Android flavors (as created by various distros and vendors) and will only support their own official version of Android going forward.

American computing companies are getting told to only support American and ally uses of official products.

They are getting told to functionally "update break" and then intentionally shut down all the bogus "rebranded" software systems, most specifically any that include modern proprietary features that were sneaked in on the sly by the orientals running the clone.

Prosecutions of various known Chinese and Russian hackers are rolling into the courts.

Three brand new fairly large processor plants are being built on US soil at all possible speed.   Two by TSMC and one by Samsung.   All of them are 5-3-2nm plants.

THE ENTITY LIST IS GETTING LONGER BY THE WEEK.

THIS IS NOT TRUMP --- THIS IS US MILITARY, FBI AND CIA IN ACTION AGAINST THREATS AGAINST THE AMERICAN REPUBLIC.

COVID 19 IS NOW BEING SEEN AS AN "ORCHESTRATED ATTACK" AS THE NEW STRAINS POP UP INTERNAL TO THE USA WITH NO TRANSMISSION "PEOPLE" VECTOR BEING IDENTIFIED.

THE OLD RUSSIAN METHODS OF NEUROTOXIN ATTACK IS BEING SEEN AS A REPEATED POTENTIAL PATTERN FOR THE ORIGINS OF THESE NEW COVID STRAINS HERE IN THE USA.


Shocked        wow, I am scaring myself
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