Discussion RDNA4 + CDNA3 Architectures Thread

[DisEnchantment]

With the GFX940 patches in full swing since first week of March, it is looking like MI300 is not far in the distant future!
Usually AMD takes around 3Qs to get the support in LLVM and amdgpu. Lately, since RDNA2 the window they push to add support for new devices is much reduced to prevent leaks.
But looking at the flurry of code in LLVM, it is a lot of commits. Maybe because US Govt is starting to prepare the SW environment for El Capitan (Maybe to avoid slow bring up situation like Frontier for example)

See here for the GFX940 specific commits

History for llvm/lib/Target/AMDGPU - llvm/llvm-project

The LLVM Project is a collection of modular and reusable compiler and toolchain technologies. - History for llvm/lib/Target/AMDGPU - llvm/llvm-project

github.com

Or Phoronix

More AMD "GFX940" Enablement Work Landing In LLVM - Phoronix

www.phoronix.com

There is a lot more if you know whom to follow in LLVM review chains (before getting merged to github), but I am not going to link AMD employees.

I am starting to think MI300 will launch around the same time like Hopper probably only a couple of months later!
Although I believe Hopper had problems not having a host CPU capable of doing PCIe 5 in the very near future therefore it might have gotten pushed back a bit until SPR and Genoa arrives later in 2022.
If PVC slips again I believe MI300 could launch before it

This is nuts, MI100/200/300 cadence is impressive.



Previous thread on CDNA2 and RDNA3 here

Question - Speculation: RDNA3 + CDNA2 Architectures Thread

Man I have been dying to make this one for a while now. First rumours for RDNA3 are here so new thread time! Just going to start off with this one for now: kopite7kimi on Twitter: "@VideoCardz Ah, I mean a simple mcm design with 10240 cores is not enough. Because the lift from RDNA2 to RDNA3...

forums.anandtech.com

 

[beginner99]

Well, at least Frank Azor is promising better stock also in Europe:

https://twitter.com/x/status/1899169007497871761

indeed most gamers buy below $700. even non xt are all above that here, by a lot. that Ad backfired big time.

 

[inquiss]

indeed most gamers buy below $700. even non xt are all above that here, by a lot. that Ad backfired big time.

If by backfired you mean "they sold out of all available stock", then yeah.

 

[DownTheSky]

Anybody crashing in Kingdom Come Deliverance 2?

 

[beginner99]

If by backfired you mean "they sold out of all available stock", then yeah.

single digit stock here in europe so yeah... that will always sell out even above $700. no 9070xt was below $700

 

[PJVol]

Well, the reality is sobering:
Nvidia is not interested in making gaming GPU ($2.5 vs $35.5 bn Q4 revenue).
Why should AMD(?), if sending all available wafers to the epyc/mi300 5D-printer makes them 3x more money?
Game over, kids.

 

[Win2012R2]

Why should AMD(?)

Because there is no shortage of N4 capacity and monolithic gaming GPUs don't even require fairly simple packaging used by EPYCs - this is THE time to regain market share, it may shape next 10 years big time, and will help MI series too.

 

[jpiniero]

Because there is no shortage of N4 capacity and monolithic gaming GPUs don't even require fairly simple packaging used by EPYCs - this is THE time to regain market share, it may shape next 10 years big time, and will help MI series too.

If AMD increased production now as a result of it selling out, it'd be months before you see results.

 

[Sunaiac]

Out of curiosity, and because I don't like my 32" 4k screen and wish to "upgrade" to 1440p 360Hz OLED, and for FSR4, and because I like new stuff and put my hands under the hood sometimes, I checked prices here.
Seems in France the XTs are around 870-930 euros.
Basically the price the 7900XTX was in september '23 when I got mine (paid 1040 for a phantom gaming because I wanted one with waterblocks available, but some models were under 1k)

All qualities of the card itself aside, that is ridiculous.
Anyways, even if I switch screen I'll stay on the XTX, and wait for the next big die, whichever generation it is.
So one more card for you guys I guess

 

[Timorous]

single digit stock here in europe so yeah... that will always sell out even above $700. no 9070xt was below $700

If you count the UK then OCUK on their own had thousands of units.

 

[inquiss]

Because there is no shortage of N4 capacity and monolithic gaming GPUs don't even require fairly simple packaging used by EPYCs - this is THE time to regain market share, it may shape next 10 years big time, and will help MI series too.

Yeah geez. How dumb of AMD to not predict a year ago that Nvidia would launch at this price and at this availability with this many issues and convince their partners to buy up 5x the stock so they could take this opportunity. I mean I get your sentiment. Now is the time, but like ordering more takes ages. They can't have foreseen this.

 

[gdansk]

Because there is no shortage of N4 capacity

Over the course of the year you should be correct. But right now there was a plan on how many N5/N4 wafer starts AMD would order for N48. And the demand, due to Nvidia not shipping their normal volume, eclipses what AMD scheduled.

I don't think they will diverge from their original plan because almost every other product will still have more profit per wafer. And they don't know when Nvidia will unjam their shipments potentially causing AMD to be burdened with excess inventory again.

 

[adroc_thurston]

Because there is no shortage of N4 capacity and monolithic gaming GPUs don't even require fairly simple packaging used by EPYCs - this is THE time to regain market share, it may shape next 10 years big time, and will help MI series too.

a) scaling up the supply chain ain't easy
b) inventory burder a-la 2014 Hawaii is le bad

 

[DAPUNISHER]

AMD and Nvidia got stuck with a glut of last gen cards when the crypto bubble popped. Little chance they are going to let that happen again. I'd expect a steady but insufficient supply of cards from both vendors until the consumer demand lets up.

 

[marees]

If AMD increased production now as a result of it selling out, it'd be months before you see results.

Two things
1. N48 hardware was ready more than 6 months ago
2. RDNA 5 is only in later part of H2 2026

That is all of 2 years for N48. AMD could have planned a mass production if they wanted (to sell GPUs)

 

[adroc_thurston]

N48 hardware was ready more than 6 months ago

No one expected NV to not launch a product 6 months ago.

That is all of 2 years for N48. AMD could have planned a mass production if they wanted (to sell GPUs)

They are selling them indeed.

 

[DownTheSky]

I OCd a 9070 to within 3% of a 9070XT. Undervolting is crazy,

Any way to edit the BIOS/power limit yet?

 

[Win2012R2]

They can't have foreseen this.

They have very well paid people whose job it is to foresee these things - perhaps they should not have listened to MLID so much.

AMD claims they want to go for volume - get that 40-50% of the market*: ok, have they ordered enough capacity for this declared goal last year?

They had enough time to make at least 1 million units for this launch, where are they? Multiple cubes full of cards should have been shown as big as Cube the movie.

Q4 2024 market size for discrete GPUs was 8.4 mln - AMD therefore should have made plans to get 10 mln 9070s for this year, which is total fantasy number

* https://overclock3d.net/news/gpu-di...th-radeon-market-share-is-now-their-priority/

AMD could have planned a mass production if they wanted (to sell GPUs)

Well that's where the problem is - they don't want to sell GPUs as profit per mm is much lower than alternatives they have (for now), a very silly short sighted approach - Radeon should have accepted lower margin and make up for this in volume. Get creative = sell bundles of 9800X3D+9070XT, it was obvious that 9800X3D will be top seller.

 

[jpiniero]

AMD claims they want to go for volume - get that 40-50% of the market*:

They might get that anyway, the way things are going.

 

[coercitiv]

Get creative = sell bundles of 9800X3D+9070XT

Oh, you'll get bundles, don't worry. I'm sure Gigabyte still has some exploding PSUs in their inventory.

PS: the day I was 10 minutes too late to buy a 9070XT at good price, the shop in question still had plenty of cards... in prebuilt systems made by themselves with 9800X3D + 9070 XT. Obviously these "bundles" were appropriately more expensive.

 

[adroc_thurston]

They have very well paid people whose job it is to foresee these things - perhaps they should not have listened to MLID so much.

no one foresees the comp evaporating.

 

[GodisanAtheist]

I figure if AMD does anything, the increase their order volume by something like 5%. Enough to capitalize on Nvidia's absence, not so much to overwhelm their supply chain, saturate the market and drive prices down, or end up with an assload of unsellable stock when Nvidia does show up to play (any day now with the rate this market is going...)

 

[moonbogg]

Out of curiosity, and because I don't like my 32" 4k screen and wish to "upgrade" to 1440p 360Hz OLED, and for FSR4, and because I like new stuff and put my hands under the hood sometimes, I checked prices here.
Seems in France the XTs are around 870-930 euros.
Basically the price the 7900XTX was in september '23 when I got mine (paid 1040 for a phantom gaming because I wanted one with waterblocks available, but some models were under 1k)

All qualities of the card itself aside, that is ridiculous.
Anyways, even if I switch screen I'll stay on the XTX, and wait for the next big die, whichever generation it is.
So one more card for you guys I guess

You have a 7900XTX, want more FPS with 1440p OLED, and are using a 5800X CPU. Upgrading that CPU to 9800X3d might get you some more FPS to feed that monitor because your XTX is already faster than both 9070 cards.

 

[Kronos1996]

Some overproduction may not be a bad thing with this generation. RDNA 5 is likely 2/3nm + GDDR7. Which means Navi 44/48 might stick around for a while as budget offerings. If I were AMD, I’d be very aggressive on volume this generation to capitalize on Nvidia’s failure. They don’t screw up often so take full advantage.

Any oversupply shouldn’t be too bad since RDNA 4 could keep selling alongside RDNA 5 for the budget segments. Wouldn’t be competing with any other products for wafers/memory. I think they’ll keep it around longer anyway for those reasons.

 

[SolidQ]

They might get that anyway, the way things are going.

Most selling is xx6x class, and there AMD doesn't have nothing, especially if there no media engine.

 

[blckgrffn]

Some overproduction may not be a bad thing with this generation. RDNA 5 is likely 2/3nm + GDDR7. Which means Navi 44/48 might stick around for a while as budget offerings. If I were AMD, I’d be very aggressive on volume this generation to capitalize on Nvidia’s failure. They don’t screw up often so take full advantage.

Any oversupply shouldn’t be too bad since RDNA 4 could keep selling alongside RDNA 5 for the budget segments. Wouldn’t be competing with any other products for wafers/memory. I think they’ll keep it around longer anyway for those reasons.

Yeah but... carrying inventory is expensive AF. Inventory you have to mark down? Even worse. That's money that's tied up for weeks/months and your bean counters are going to lose their minds.

Worse, its AIB's taking and holding inventory with retailers? That's like the worst. Let me know when you get a bill from Amazon for your goods sitting in their warehouse too long, not fun.

That's arguing a public company with fiduciary responsibility to their shareholders should take this big risk on... consumer GPUs? I don't know man, I don't think that's where the chips are being pushed in on the table atm.