You are going to listen to a stock tip from a guy who does not know which product belong to which product group? Even if his number turns out to be right, it's pure luck.
Hopefully. But I think the economic part of Moore's law is dead. Performance and area scaling seems to be still happening. So unless you build a chip mixing and matching different process node, the cost savings won't be great even if you break up your giant chip into pieces.
That's the reason...
Why do you think MTL may be cheaper to manufacture? Using tiles would minimize the increase but it is not going to make it cheaper. At least, not for a while if ever.
AMD and NVidia have been maintaining custom profiles for different games as part of their GPU drivers for ages. Why do you think keeping a simple list of games in a chipset driver going to be an issue?
Will this still be the case in 2023? I'm genuinely curious. I have been hoping that AMD would take data center market share much faster than they have in the past. Granted, COVID screwed up the supply chain and AMD could not gain market share faster despite selling everything it made.
Going...
I don't think this is necessarily true in this case unless Intel price its offerings at a negative price. Operating costs for Intel servers may be too high for them to be competitive at any price that Intel wants to charge.
With that said, Intel still has a huge manufacturing capacity. So, if a...
What I'm wondering is whether AMD would ever make Zen4c/Zen5c + V-cache. I'd think that it would give a much higher density and efficiency compared to normal Zen4/Zen5, especially if they can use cache die using n-1 process node.
https://www.nextplatform.com/2022/10/03/the-steady-hand-guiding-amds-prudently-expanding-datacenter-business/
I’m not sure if I’m reading it correctly. Forrest Norrod says “And just to be clear, we are planning for doubling year-on-year over time.” in response to the question of why AMD is...
I don't know enough about the detailed breakdown of the cost involved in monolithic vs big chiplet vs small chiplet. Common sense tells me that there is always a sweet spot and it is never at an extreme. As I said earlier, I don't think anyone with a sane mind will build a single core chiplet...
Engineering is always a balancing act. Using technology for the sake of using it makes no sense. Large silicon interposer costs money, which is one of the reasons that MTL is rumored to be high end only (Can't seem to find the link at the moment). You won't necessarily reduce costs by breaking...
AMD knows how to use interposer to build chiplet/tile/whatever. It just does not make economical sense to use because they can build chips that perform just as well. cheaper without an interposer. SPL using EMIB does not perform as well as Genoa built without using silicon interposer/EMIB...
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