DrMrLordX
Lifer
- Apr 27, 2000
- 22,028
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What happens if you dont adapt and is 2 month late? Then people start to whine blame spread fear what not.
So . . . you want roadmaps with no dates on them now? Adaptability is nice and all, but consistency is far better. Whining and fear are irrelevant. Actual product on actual shelves is much, much more important.
If AMD wants to get out of this alive, they need Zen4 out on the streets within 3-6 months of Intel hitting with 7nm product on desktop or server (whichever comes first). AMD did well with Rome, which presumably is already plugging away in some select partner's server room (Amazon, Google, etc). Good on them for that. Rome was always planned for TSMC anyway. Pretty sure Matisse was a GF product, explaining part of the delay.
If AMD can't get Zen2 out before July 2019 and can't get Zen3 out before Q4 2020, then they are actually in some trouble. And AMD does not want to launch Zen2 and only give is a 9-month product window (ditto for Zen3), so now the earliest we can expect Zen3 is July 2020 and Zen4 July 2021. Intel could have something more sophisticated than Willow Cove out on their 7nm in 1H 2021. But again, those release dates for Zen2 and Zen3 are desktop . . . potentially, server could come up to 6 months earlier to select buyers.
I don't think Matisse was ever planned to be on GF's 7LP. After GF abandoned 7LP, wasn't it said by Papermaster or someone else that only one product was planned to be on that node and that they didn't expect roadmaps to change?
Yeah, pretty sure Matisse was a GF product originally.
I think it's to be expected that AMD will be a quarter off here and there in their "yearly cadence". On the plus side, we can hopefully expect a better launch without too many issues for early adopters.
Look, the cadence wasn't meant to be investor fud. It was supposed to be an actual representation of what they could, and would, do. We're all too accustomed to Intel not delivering on their schedules.