Being that vendors have "already been providing key customers with complete silicon" it is trolling enough. When 'The Doctor' and her team says, "AMD’s key targets for 2021 is going to be the enterprise market" I doubt she was whistling 'Battle Hymm of the Republic'
I'm thinking they know well what they have ... no reason to spike the ball in Chipzillah's face!
7 nm orders are made well in advance so TSMC knew how much incoming demand they had. The likely problem is that AMD et al. didn't predict the surge in demand for their products and have been requesting more than what they initially ordered.
Interestingly enough, the Xbox chip likely can be migrated to a different foundry. MS negotiated this in previous console generations and switched suppliers in the middle of that generation with little fan fair. Dual sourcing now would help in that angle but I suspect that other parts like GDDR6 are also in tight supply. Doubling SoC supply won't help if you can't source twice as many GDDR6 chips.
"Amd should have postponed rdna 2. The coincidence of new xbox and playstation release is too much for tsmc" he said without a bit of irony, with the new 6700 XT due for release this month, new enterprise offerings, and "AMD’s CDNA GPU compute-focused architecture for data center" on tap.
While AMD obviously makes more per sale on CPU's, their game console APU contracts are still incredibly valuable and execution is everything for their partner relationships.
If they were unable to deliver Zen2+RDNA2 on time (and especially if they intentionally postponed it to pad sales in other segments) it would have been self-destructive toward future console contracts...there is likely a solid reason AMD is 3-4 generations into console hardware and everybody but Nintendo has been a repeat customer for many generations (though Nintendo's relationship was technically with ATI, not AMD)
I thought Millan would offer 129 PCIe lanes: Rome added a dedicate lane for various management tasks like IPMI so it wouldn't hamper bandwidth else where.
I guess you missed the 40% discount on the Thinkstations with the TR Pros ... or the 11700K preview, at the same current price of the Ryzen 9 3900X.
I would like, however, for AMD to provide guidance on the Zen3 TRs transition without divulging too many secrets __ no one wants the bummer of the last TR transition ...
For those looking for Ryzen 5000 series CPUs I have noticed that Newegg is getting shipments like every other day. Micro Center also seems to have a steady supply but you need to purchase in-store from them. Newegg does not always list the lowest price until you click on the actual CPU and view the multiple suppliers. Skip the scalpers as AMD seems to be ramping the Ryzen 5000 deliveries significantly.
We are a California-based web design company that provides a one-of-a-kind user interface. We don't just build websites; we create interactive environments that people can't get enough of. https://www.americanwebcoders.com/
Remember those YT videos from the early Tesla Model S days when people would get into one of the ultra high performance ones as a passenger and the driver would suddenly floor it? All of the sudden, the passenger was practically in the back seat. . .
That's Intel. AMD just stepped on the accelerator.
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17 Comments
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shabby - Monday, March 8, 2021 - link
Amd should just put "its faster, yes really" in all their slides now just to troll intel.Smell This - Monday, March 8, 2021 - link
Being that vendors have "already been providing key customers with complete silicon" it is trolling enough. When 'The Doctor' and her team says, "AMD’s key targets for 2021 is going to be the enterprise market" I doubt she was whistling 'Battle Hymm of the Republic'
I'm thinking they know well what they have ... no reason to spike the ball in Chipzillah's face!
Samus - Monday, March 8, 2021 - link
I caught that too. AMD basically saying "we are actually delivering products."robbro9 - Monday, March 8, 2021 - link
Seriously, you will know they have really arrived when they only compare it to their own prior offerings, completely ignoring any "competition"...zamroni - Monday, March 8, 2021 - link
Amd should have postponed rdna 2. The coincidence of new xbox and playstation release is too much for tsmcKevin G - Monday, March 8, 2021 - link
7 nm orders are made well in advance so TSMC knew how much incoming demand they had. The likely problem is that AMD et al. didn't predict the surge in demand for their products and have been requesting more than what they initially ordered.Interestingly enough, the Xbox chip likely can be migrated to a different foundry. MS negotiated this in previous console generations and switched suppliers in the middle of that generation with little fan fair. Dual sourcing now would help in that angle but I suspect that other parts like GDDR6 are also in tight supply. Doubling SoC supply won't help if you can't source twice as many GDDR6 chips.
Smell This - Monday, March 8, 2021 - link
"Amd should have postponed rdna 2. The coincidence of new xbox and playstation release is too much for tsmc" he said without a bit of irony, with the new 6700 XT due for release this month, new enterprise offerings, and "AMD’s CDNA GPU compute-focused architecture for data center" on tap.
( eye roll )
Samus - Monday, March 8, 2021 - link
While AMD obviously makes more per sale on CPU's, their game console APU contracts are still incredibly valuable and execution is everything for their partner relationships.If they were unable to deliver Zen2+RDNA2 on time (and especially if they intentionally postponed it to pad sales in other segments) it would have been self-destructive toward future console contracts...there is likely a solid reason AMD is 3-4 generations into console hardware and everybody but Nintendo has been a repeat customer for many generations (though Nintendo's relationship was technically with ATI, not AMD)
frbeckenbauer - Monday, March 8, 2021 - link
it would be really interesting to see what kind of numbers of these CPUs AMD has pumped out so farKevin G - Monday, March 8, 2021 - link
I thought Millan would offer 129 PCIe lanes: Rome added a dedicate lane for various management tasks like IPMI so it wouldn't hamper bandwidth else where.tyger11 - Monday, March 8, 2021 - link
I'm hoping this means the Zen 3 Threadripper Pro isn't far behind.ballsystemlord - Tuesday, March 9, 2021 - link
At this point in time, I'm just hoping when Zen 3 TR comes out AMD doesn't mark up the price like they have been doing with everything else of theirs.Smell This - Wednesday, March 10, 2021 - link
I guess you missed the 40% discount on the Thinkstations with the TR Pros ... or the 11700K preview, at the same current price of the Ryzen 9 3900X.
I would like, however, for AMD to provide guidance on the Zen3 TRs transition without divulging too many secrets __ no one wants the bummer of the last TR transition ...
descendency - Wednesday, March 17, 2021 - link
The discount came because they had a huge mark up on them before AMD released them to the consumer.Techie2 - Wednesday, March 10, 2021 - link
For those looking for Ryzen 5000 series CPUs I have noticed that Newegg is getting shipments like every other day. Micro Center also seems to have a steady supply but you need to purchase in-store from them. Newegg does not always list the lowest price until you click on the actual CPU and view the multiple suppliers. Skip the scalpers as AMD seems to be ramping the Ryzen 5000 deliveries significantly.jameslinder - Friday, March 12, 2021 - link
We are a California-based web design company that provides a one-of-a-kind user interface. We don't just build websites; we create interactive environments that people can't get enough of.https://www.americanwebcoders.com/
descendency - Wednesday, March 17, 2021 - link
Remember those YT videos from the early Tesla Model S days when people would get into one of the ultra high performance ones as a passenger and the driver would suddenly floor it? All of the sudden, the passenger was practically in the back seat. . .That's Intel. AMD just stepped on the accelerator.