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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 #135 - 01/28/21 at 10:50:28
 

With the automotive plants shutting down due to no chip supply --- chip allocations will begin immediately.

Auto plants get priority one.

PC and laptop chipsets get priority two.

Phone chipsets get third priority.    (keep your old phone, put a battery in it)


Construction of domestic USA chip production plants by TSMC and Samsung is a crash priority 1 issue right now as NOTHING RUNS IF THE CHIPSET SUPPLY ISN'T THERE.

Right now the world has run out of chip making capacity.   Apple has a quarter of the 5nm capacity at TSMC locked up in their 5nm roll out, as soon as that is released AMD locks it up for the next two years.   Phone companies have divvied up all the rest of the 5nm capacity.

3nm roll out is immediate and critical at TSMC and at Samsung.   This relief is needed NOW.

In line with this,  TSMC reports Intel has signed contracts to build out their line at 3nm on TSMC processor lines.

This means they must design to TSMC criteria and must do all test runs at TSMC on the same lines where the stuff will be built.   2022 is the build year in question, so early prototyping is a NOW sort of thing.


Look to see Intel start leaking some better Core i5, i7 and i9 results starting NOW.
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« Last Edit: 01/30/21 at 03:00:00 by Oldfeller--FSO »  

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Re: AMD & others --- post AMD dominance in 202
Reply #136 - 01/28/21 at 15:06:23
 
Whats all this scary stuff mean for some poor sap running Linux Sonya on a 12 or13 year old HP desktop? Aw, and Win 7 somewhere still on it.
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Re: AMD & others --- post AMD dominance in 202
Reply #137 - 01/28/21 at 15:41:25
 

It means you are fine and will continue to be so.

Linus and the boys are pretty much unaffected as they do not deal in hardware as a primary business.

Whenever Intel gets organized and publishes a standard, Linux will likely incorporate the new Intel stuff into Linux as they always have done.

Intel's issue is SECRECY as Linux does not incorporate secret anything --- they call that stuff proprietary hardware and proprietary software blobs and simply won't touch it.


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


The scary stuff is military people carry guns and historically tend to shoot at each other over stuff like this when it all gets tense.
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« Last Edit: 01/29/21 at 08:22:03 by Oldfeller--FSO »  

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Re: AMD & others --- post AMD dominance in 202
Reply #138 - 01/28/21 at 16:03:43
 

https://liliputing.com/2021/01/idc-huawei-smartphone-shipments-tank-but-the-m...

Huawei smartphone shipments tank, but the market is up overall

First up, there’s been a shakeup in market share. Huawei is said to have shipped 32.3 million phones in Q4, 2020, which sounds like a lot until you realize that figure is down from 56.2 million phones in Q4, 2019. That’s a 42.4 percent decline, and it means Huawei is now the world’s fifth largest phone maker rather than the third.

The US started imposing trade restrictions on Huawei during the Trump administration, but it’s unclear if things will change under the Biden administration. So with Huawei cut off from some of the technology it needs to continue making smartphones, rumor has it that the company is considering selling off its flagship Mate and P smartphone brands.

Volumes      Market Share Volumes       Market Share      Year-Over-Year Change
Apple      23.4%      73.8      19.9%      22.2%
Samsung 19.1%      69.5      18.8%      6.2%
Xiaomi      11.2%      32.8      8.9%      32.0%
OPPO       8.8%      30.6      8.3%      10.7%
Huawei      8.4%      56.2      15.2%      -42.4%
Others      112.4      29.1%      107.1      28.9%      5.0%
Total      385.9      100.0%      369.9      100.0%      4.3%
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Re: AMD & others --- post AMD dominance in 202
Reply #139 - 01/28/21 at 21:15:56
 

Chinese container ships unload Chinese manufactured goods, REFUSE to load the return shipments of agricultural supplies, say they will only load empty containers for the return trip to China.   This has been going on for a month now.  

This is an escalation of the trade conflict.

America is now under an unannounced vegetables and grain EMBARGO from China.   No reason has been given out so far.

Supplies of cargo containers are drying up in America as the one way exit of the world's supply of cargo containers bleeds American commerce dry of containers.

If you want a container, you have to pay to have it shipped over the pond to you.  You pay the doubled cost of shipping.

Not shooting bullets at each other yet, but things are worsening.  Huawei smartphone shipments tank as Huawei sells off phone product lines to near eastern partners that are not currently under sanction, but the global marketplace is getting closer to open economic warfare.

The ones buying the Huawei stuff may well find themselves on an entity list just like Huawei was ......  so take care who you are owned by and who you deal with.
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« Last Edit: 01/29/21 at 16:59:02 by Oldfeller--FSO »  

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Re: AMD & others --- post AMD dominance in 202
Reply #140 - 01/29/21 at 16:54:33
 

https://liliputing.com/2021/01/canalys-tablet-and-chromebook-shipments-hit-al...

As PC and laptop chipsets become scarce allocated scarce resources, is anything picking up the slack?

YES,   Chromebooks and Tablets are moving over to fill the bill .........






Question becomes, if they do a good job will they ever give that market share back ????


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« Last Edit: 02/01/21 at 08:32:33 by Oldfeller--FSO »  

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Re: AMD & others --- post AMD dominance in 2020
Reply #141 - 01/29/21 at 17:51:24
 
Very interesting your last bit about Huawai, I like several hundred thousand New Zealanders have a Huawai computer modem supplied by Spark, formerly Telecom, formerly New Zealand Post Office. They are probably still the largest telco and isp in this country followed by Vodafone.
This modem doesn't update by asking you if you want the updates. Huawai slithers about inside your computer attaching itself to websites, including this one. It then attempts to block you using the site until you've installed their update system. There are ways of avoiding this, but I don't like the sneaky way in which they try to do it.
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Re: AMD & others --- post AMD dominance in 202
Reply #142 - 01/30/21 at 02:49:40
 

Can't speak for their business practices, but Huawei and the Chinese Military are said to speak from the same perspective, which is why they got put on the USA Entity listing in the first place.    And wading around inside your network and inside your PC is a part of it, too.

I can say that in phones Huawei historically cheats on benchmarks ......
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« Last Edit: 02/02/21 at 07:44:50 by Oldfeller--FSO »  

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Re: AMD & others --- post AMD dominance in 202
Reply #143 - 02/01/21 at 07:29:49
 

Apple has a hard lock on TSMC 5nm production and hasn't turned it loose yet to move to TSMC 3nm.   Apple is on a roll and can sell everything they can make, so Apple's dedicated 5nm lines keep right on rolling at full speed.

AMD is on a roll too and AMD needs some more production of chiplets.  AMD has made up a deeper relationship with Samsung, sharing their AMD Radeon video subsystem expertise and as payment is getting much larger 5nm and 3nm chiplet production allocations from Samsung in exchange.

AMD has always had Samsung listed as their alternate production for some time now, but TSMC has never before been unable to fill orders for AMD in a timely fashion.

TSMC is taking some Intel orders now on older lithography products and quite frankly TSMC is cherry picking where their production goes, seeing they have entire governments telling them do this and do that now.    TSMC simply cannot make it all any longer.

So, expect to see some Samsung gate all around 3nm to show up in some AMD chiplets unexpectedly soon.

It is thought that TSMC needs to expand its 5nm and 3nm production capability by roughly 3x just to handle what is on their plate right now.

Samsung is also growing by leaps and bounds right now as Samsung is doing the lion's share of memory production right now as well as part of TSMC's memory share as TSMC is simply too busy making chipsets for people.

Intel is now functionally dropping the ball on about 25% of the world's chipset needs, stuff that they had contracted to produce at 7nm and cannot fulfill now.  

TSMC and Samsung need to build a bunch more capacity if Intel is dropping out of 7nm chip manufacturing as they seem to be doing.

Both Intel and Global Foundry can offer you some 20nm, 16nm and 14nm production, but lead time for starting new orders is 6 months roughly.

So, falling back to your old designs that have to be built at the old lithography nodes is being attempted more and more due to simple necessity,
but this backup plan is shortfalling as well.   Old lines 7nm historically got pulled and refurbished into newer 6nm lithography, just as one current example.
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« Last Edit: 02/04/21 at 19:04:36 by Oldfeller--FSO »  

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Re: AMD & others --- post AMD dominance in 202
Reply #144 - 02/02/21 at 03:51:23
 

https://www.tomshardware.com/news/amd-gpu-chiplet-patent





Breaking Through the GPU Performance Barrier using chiplets
On the face of it, this move certainly makes sense. As you increase die sizes, yields tend to drop drastically due to defects in the silicon, leading to costly losses that impact prices. Semiconductor manufacturing equipment also has a reticle size limit, which essentially creates a barrier beyond which it simply isn't possible to make a bigger GPU. Coupled with the state of the process node (TSMC is currently at 7nm), there is a performance ceiling that foundries simply cannot manufacture beyond.

AMD Chiplet GPU Patent


However, breaking the big silicon die into multiple little ones addresses all these pain points.

And as such, AMD proposes that a chiplet-based GPU just needs a simple electrical path to be tied together to look like one big GPU, rather than a bunch of little ones addressed through some form of controller.

AMD Chiplet GPU Patent


The beauty of this GPU model is that it remains compatible with existing coding languages, and the GPU model doesn't change from the developers' point of view. A few things will need to be adjusted in the driver, naturally, to account for the new architecture, but existing software should run without any major changes.



What I like about this is the new on chip communications fabric improvements is that it may well be able to flow back into the CPU side, making it possible for resources to be shared between CPU, GPU and the upcoming FPGA/AI functions.

And, having gaming level graphics boosted by programmable-on-the -fly AI all on the same 14-20 layer chipset --- hey, what is not to like?



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



Intel reacts to this serious announcement of a real AMD development project with BS about a 20 core Big Little with no graphics on board (Intel will use a separate GPU chipset if they ever get around to building this theoretical response).

AMD posts die shots of real engineering sample parts ---- Intel responds with some nebulous BS verbiage about an not yet designed Intel big little that would be built on a lithography node that Intel admits it cannot get to run right.

Which one do you think will be built inside a year from now ??????

Intel's stock price is getting simply hammered over shite like this ----- Pat Gelsinger, make the bad PR boys stop their endless lip dribbling as it is jest killing your image.



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



Year end results paint an interesting picture.

AMD APUs were what was desired, but Intel Tiger Lake was what was available and that was what actually got bought at the end of the reporting period.

Supplies of full PC chipsets from everybody went dry at the end ---- so a lot of Chromebooks got bought in the last few weeks.

TSMC can no longer supply all of AMD's needs, so Samsung is getting rung into the mix on an ongoing fashion.   TSMC can always get this volume back by contract terms, but only by supplying all of AMD's orders religiously on time and at the contracted price.



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



TSMC has already published their 5nm expansion plan (nothing else is new, really, TSMC 5nm is already all built out and it is all set up and rolling product right now --- and it is all firmly allocated to Apple and AMD and Qualcomm, and the phone boys, the guys who paid to build it).

TSMC's 3nm expansion is about half built, but is already totally scheduled tight and full through 2024.   Same major players paid to build this 3mn stuff and have first dibs on what will be a scarce allocated resource from the very 3nm beginning.

It is already known that Intel did not buy into either 5nm nor 3nm by the original cut off time and as such INTEL HAS NO ALLOCATION LAID IN FOR ANY CURRENT EXISTING 3nm TSMC PRODUCTION LINES THROUGH YEAR 2024.

Intel claims that they do have allocations though, so we shall see.   We do have the two "anybody's production" 3nm plants going into Austin Texas, and perhaps that is what Intel is counting upon.   And, Intel may be referring to Samsung instead of TSMC.




   
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« Last Edit: 02/04/21 at 18:59:01 by Oldfeller--FSO »  

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Re: AMD & others --- post AMD dominance in 202
Reply #145 - 02/04/21 at 12:51:29
 

Sifting Rumors (to separate the PR bull from the pure stinky shite)

Several sources in Taiwan say that TSMC has cut no deal with Intel.   Intel claims otherwise.

Samsung is indeed currently building a small amount of low lithography graphics materials for Intel.

Intel is trying to get substantial production allocations from both, but Intel has nothing to offer in exchange.   All of the current 64bit x86 patents belong to AMD, not to Intel.

AMD did cut a technology sharing deal with Samsung so the AMD Xylinx TSMC Samsung IBM technology consortium is still somewhat of a thing.   AMD is seeking significant production allocations from both TSMC and Samsung, with the clear understanding that when TSMC has production capacity all the existing current stuff rolls back to TSMC according to the existing contracts.  

Things that are starting up now in the "vague zone" are a different situation though.

All the new new stuff needs a design/build home, and both sources can apply for the business.   Once you get the business, you will tend to keep it as the new products will be HAVE TO BE DEVELOPED IN COOPERATION WITH AND TO EXACTLY SUIT THE MANUFACTURER'S PROCESS.


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


NEWS FLASH  as of Friday 2/5/21

TSMC acts to defend their AMD agreement, saying that worldwide substrate shortages caused them to not make the AMD orders --- not any lack of capacity on TSMC's part.

TSMC says they have now fixed the substrate issues and will fulfill all AMD requirements promptly and at the contracted price, so no Samsung production is needed.

CNBC reports that the substrate issues have been fixed and the Biden Administration thanks Taiwan for help in resolving Automotive chip shortages (and all the rest of the shortfalls).

The fact the chip shortages still continue seems to elude our new political masters .......

However, the US Military DOES STILL CLEARLY INSIST that more defend-able "in USA" production facilities be opened ASAP due to China's military flying dive bomber jets right over the TSMC production facilities just to INTENTIONALLY point out how completely vulnerable our chipset supply line really is ........


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


AMD will be using a chiplet approach at 3nm for both video and for CPU cores.   5nm will likely still be APU based for the laptop stuff with 3nm being so low in power consumption that there likely won't be much real difference between laptop and desktop processor products except core counts, graphics levels, etc.

This is pretty much business as normal in the phone world.

TSMC has bluntly said this week that Intel is not currently considered a long term TSMC partner, but barely rates as a second level "occasional customer" in TSMC's eyes.   Face it, Intel wants time on the older lithography systems right now -- not the brand new ones.

Intel is saying this isn't true and that they do have allocations, but Intel's marketing department has a long long history of lying to stockholders and to financial reviewers and to all the technical press.


Roll Eyes          Tongue         who knows what is real, it is "Intel Inside" that is talking after all .........
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« Last Edit: 02/08/21 at 01:04:11 by Oldfeller--FSO »  

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Re: AMD & others --- post AMD dominance in 202
Reply #146 - 02/06/21 at 21:14:16
 
 
https://www.tomshardware.com/news/intel-fires-back-at-apple-m1-processors-wit...

This is a current example of false Intel marketing.

Intel cannot beat Apple's M1 chipset unless they wring in a special Intel processor equipped Laptop in the hands of Principled Technologies (you remember them, the little cheat firm Intel uses to lie to people about processor performance).

Principled Technologies applied all the dirty tricks we remember from the Tiger Lake introduction and it appears they are working up the same set of BS for the Rocket Lake introduction.

There are Many Many Many things wrong with Principled Technologies benchmarking and with Intel for using this data in advertising the Tiger Lake and Rocket Lake processor families.

Most egregious is the blatant swapping off of hardware (test to test) in order to show a false result --- this is clearly intentional fraudulent false testing.

Interestingly, in the configurations document at the end of the slides, Intel shows that it switched to a MacBook Pro with 8GB of RAM, rather than the 16GB model it tested for performance.

In battery life, Intel switched to an Intel Core i7-1165G7 notebook, the Acer Swift 5, rather than sticking with the Core i7-1185G7 in the whitebook it used for performance testing. It also tested a MacBook Air. They ran Netflix streams and tabs and found the MacBook Air came ahead with a six-minute difference.

Intel didn't list battery life for the MacBook Pro. In our tests, that beat Intel PCs by hours.


Folks, Intel has not changed one wit internally with their new CEO in place.  

Intel's first reaction is to LIE and CHEAT .......   if you see Principled Technology mentioned (or its predecessor, Trusted Technology) you KNOW what Intel is up to ----- they need a cut out to blame all the false testing upon.

Just like with Tiger Lake introduction, Intel will now flood the news channels with the false testing results and will have a whole herd of shills out in the review world pushing this illicit testing bullshite on into the minds of the purchasing public.

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« Last Edit: 02/07/21 at 13:47:39 by Oldfeller--FSO »  

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Re: AMD & others --- post AMD dominance in 202
Reply #147 - 02/07/21 at 08:13:57
 

https://www.google.com/search?q=intel+cheats+on+benchmarks&oq=intel+cheats+on...

https://www.extremetech.com/computing/278661-principled-technologies-responds...

https://youtu.be/qzshhrIj2EY  
This is a YouTube video of a physical visit to Principled Technology in Durham NC (which is a marketing firm, not a comparative review test house).


Some of the responses to Intel's intentionally using Principled Technology to test for them leave the viewer quite frustrated.  

And then there is Principled Technology's somewhat lame responses to getting called out on the previous mess they participated in at Intel's request.

PT basically did what Intel asked them to do, and PT is continuing to deflect most of the heat from Intel's poor real performance by obfuscating the heck out of the testing that was done.  

Does PT even have a lab that is able to do this testing?   And where did all the hardware variations reside and how did they get confused into the results?

With all the PT testing folks supposedly available downstairs SOLID ANSWERS could have been gotten with a quick phone call, but this was not what happened at all ......

Instead,  you are skillfully left feeling like poor little PT is jest getting picked on by people who just want to catch Intel's hand in the cookie jar (again).

And yes, that actually is the case in actual reality, so I guess PT is worth the money they get paid for insulating Intel from the results of their tilted test program.

It is clear that the person spoken with is very carefully "not technically proficient" to the degree that is needed to answer any questions.

This does not remove the testing bias and the grotesquely inappropriate switching out of hardware that was done --- and no I do not believe PT DOES NOT KNOW how all that happened.

Fact remains, Intel is using a fairly slick acting Marketing Firm to "originate" the independent support documentation for their Tiger Lake and Rocket Lake product claims.

Intel sux ....... to represent this shyster firm as a "technical review firm" for complex computer processor testing is totally ludicrous.


Go here and read all about Principled Technologies and what their self-given mission statement is.

I find it enthralling that https://in.linkedin.com/company/principled-technologies this guy, https://in.linkedin.com/in/seanpatrickkelley?trk=org-employees_profile-result...  alias Sean Patrick Kelly, the head dog, calls himself (in this order) sales leader - marketer - storyteller.

No wonder he can't answer any technical questions ......

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« Last Edit: 02/08/21 at 00:58:37 by Oldfeller--FSO »  

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Re: AMD & others --- post AMD dominance in 202
Reply #148 - 02/08/21 at 02:17:27
 

https://www.tomshardware.com/features/amd-vs-intel-cpus

Back in first quarter 2021 reality land, Intel has bumped AMD once again ----- and guess what, the AMD counter wave took a big 4 days to come back in and totally flood the Intel victory sandcastle.

Hump for bump, tit for tat, swap for bap ......  the only victor here is the consumer who is getting better and better chipsets all the time.

Intel is positively straining itself to find new ways to cheat and AMD keeps coming out with MORE REAL IMPROVEMENTS to overwhelm Intel's BS results.

THIS IS NOT 5nm GENOA, see next post below this one for Genoa specs.

NOTE PLEASE:  "Substrate scarcity" has driven chipset prices on the lowered production levels right on up into the clouds, however .............




Has anyone else noticed that the Ryzen 5 chipset in each generation rates the same as the more populated Ryzen core counts?   Has Tom's Hardware Geomean testing driven the results right on down to the chiplet level?

Cinebench 23 testing still shows a gradient of results which I think benchmarks need to provide.
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« Last Edit: 02/09/21 at 06:56:35 by Oldfeller--FSO »  

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Re: AMD & others --- post AMD dominance in 202
Reply #149 - 02/09/21 at 05:35:35
 

https://wccftech.com/amd-5nm-next-generation-zen-4-ryzen-epyc-cpus-to-feature...

https://www.notebookcheck.net/Zen-4-rumor-bulldozer-smashes-Zen-3-with-allege...

AMD’s 5nm Next-Generation Zen 4 Ryzen & EPYC CPUs Rumored To Feature Over 25% IPC Increase, 40% Overall Performance Boost Over Zen 3



The overall performance gain for the Genoa CPUs could very well start around 40% considering that the CPUs are going to feature more than just a core architecture upgrade. There will be increased clock speeds and also key improvements to the IMC along with support for faster DDR5 DIMMs and an improved interconnect fabric that will communicate with the several cores. The Zen 4 CPUs are stated to offer an increase in core count which was hinted by AMD's CEO, Dr. Lisa Su, in a previous interview. The 4th Gen EPYC Genoa CPUs are expected to feature up to 96 cores though we could end up with an even higher number if AMD really wants to push the boundaries in the server CPU segment.

Intel, crank up on your lies right smartly now boys, 40+% is a whole lot of BS that you have to shift very quickly knowing full well that another improved AMD reality wave will actually arrive before your bogus exaggerations and lies can all become "gospel" as pushed out by your army of shills.

AMD has wafers of 5nm chiplets on hand now from both TSMC and from Samsung and is currently testing out the first assembled AMD chipset layouts ......    and based upon the AMD socket size remaining the same and the chiplets getting so much smaller, AMD can tuck 2-4 more chiplets into each processor layout (which 2-4 depends on the current chiplet count and layout pattern of course).  

Each chiplet has 40% more throughput and we are told that 5ghz chiplet speeds will happen in this set of generations as well as PCIe 5.0 support and even greater increased bandwidths which will be hitting with the mainframe roll ins.  As well as 14 layers per chiplet for more actual on-chip memory and for more built in Xilinx functions.

AMD has several serious generations of improvements to put into their 5nm chiplets, so LIE REALLY BIG Intel, lie really really big.

When I first heard that the proposed Ryzen 3 outperformed the current Core i9 I was somewhat unbelieving, but now I see how this can be possible as Ryzen 5 certainly does outperform Core i9 and has for the last 2 generational exchanges.
 

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





https://www.notebookcheck.net/Zen-4-rumor-bulldozer-smashes-Zen-3-with-allege...

Goes over the same basic ground as the wccftech.com leak listed above, but offers some 3rd source confirmations of some of the key details.

That is 3 sources in confirmation, so it is pretty solid I would say.    Plus AMD's habit of having the actual factual before they talk about it ...... and then shipping the same on time.


SPEAKING OF NOT ON TIME ...... Intel has added another full year or so on to the dubious arrival time of Intel 7nm, which puts it a year out past when TSMC and Samsung will be building stuff for Intel in a major fashion according to Intel.  

 Yep, all the way out there in year 2023-24.






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« Last Edit: 02/10/21 at 22:14:38 by Oldfeller--FSO »  

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