Question Rome Launch 7 August , what about TR?

[Guru]

The problem with supply is not due to TSMC lacking capacity, it's due to the production lead time being 2-3 months from initial order to finished product, and apparently AMD didn't predict the launch demand well.

I didn't say it was TSMC, I agree it's the order to product time mostly, but it could have been just AMD waiting for TSMC 7nm to improve before ordering larger quantities, at which point even if they did order huge quantities it would take a lot of time to reach the order magnitude.

Either way with Ryzen 3000, RX 5000 and now Rome, it's likely that supply is going to be tight for a while, so unlikely to see Threadripper launched this year. We might see an announcement this year, but a hard launch most likely Q1 2020.

 

[Ajay]

Either way with Ryzen 3000, RX 5000 and now Rome, it's likely that supply is going to be tight for a while

LIsa Su has said that capacity isn't currently an issue for them. There have been posts indicating that yield on TSMC 7N is high (at least for the chiplets). So I wonder what the real issue is. Ryzen 3x, Rome and, eventually, TR all have new packaging - maybe there is an issue there in terms of output rate.

 

[Topweasel]

LIsa Su has said that capacity isn't currently an issue for them. There have been posts indicating that yield on TSMC 7N is high (at least for the chiplets). So I wonder what the real issue is. Ryzen 3x, Rome and, eventually, TR all have new packaging - maybe there is an issue there in terms of output rate.

Isn't it obvious? Size of company. Look there are a millions of miles of work that go into a product launch. Makes sense specially considering they just did a combined launch for Ryzen and Navi. Then EPYC now where the process was actually started (and CPU's shipped for sale to ODM's) long before the others. TR is/was/will always be the min effort max margin product. There is a reason its basically a relabled EPYC. The other one is binning. Binning is going to be a rougher solution then it was with TR 1 and TR 2. Because with TR1 EPYC was far from using good dies and the difference on 7nm of good dies and bad dies was small and though Ryzen hit the ground running, it wasn't a volume product. With TR2 none of the dies were going to EPYC. With Tr3, it needs more dies, EPYC needs more dies, Ryzen even needs more dies. That's on a CPU level. But sales are always steadily increasing and EPYC probably will actually have some volume sales this time. But because of the turbo habits getting top turbo's (Topper then Ryzen because TR) its probably got a tighter % of dies to work with. That's a lot of sorting that needs to be done. So what will happen is cherry ones are collecting for now for a while so that once they are TR ready they will have decent stock.

 

[Mk pt]

LIsa Su has said that capacity isn't currently an issue for them. There have been posts indicating that yield on TSMC 7N is high (at least for the chiplets). So I wonder what the real issue is. Ryzen 3x, Rome and, eventually, TR all have new packaging - maybe there is an issue there in terms of output rate.

The "issue" is selling more than expected.

AMD said Ryzen 3000 are selling over 3 times faster than previous Ryzen releases.

Also best Zen 2 CCX's are going to HPC and data center for clients such as Amazon and Google.


What Lisa Su said is about the time it takes to get higher production. They/TSMC have capacity to produce more but takes some time.

Zen 2 is a bigger sucess than expected.

 

[Ajay]

Zen 2 is a bigger sucess than expected.

Well, that's a great problem to have - so long as they get it sorted.

 

[misuspita]

AMD I think is an important client for TSMC, not because of size, which is small, but because it pushes the technology forward. Their clients top at 3GHz mostly, only AMD pushes the freq limit to 5 GHz. So they learn a great deal MORE about the process improvement than other clients

 

[Abwx]

.......

https://browser.geekbench.com/v4/cpu/compare/14224250?baseline=14281648

 

[Atari2600]

Eagerly awaiting TR3.


The little chiplet was set rolling at the top of the mountain....

... now that little chiplet has grown and is like an avalanche coming down the mountain in a massive Cascade and could bury the Lake at the bottom.