AMD - Advanced Micro Devices, Inc

Discussion in 'Stock Message Boards NYSE, NASDAQ, AMEX' started by Stockaholic, Mar 31, 2016.

  1. TomB16

    TomB16 Well-Known Member

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    These 9800X3D tests are blowing everyone's hair back.

    I'm absolutely choking on the idea that reviewers aren't smart enough to realize last gen plus massive cache should be almost as fast as current gen. Then, they are surprised when current gen plus massive cache is significantly faster than last gen plus massive cache. It's almost like having a huge cache is nice boost?
     
  2. TomB16

    TomB16 Well-Known Member

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    It seems clear AMD will dominate the gaming market for quite a few months, at a minimum. I'm not sure that matters.

    AMD's fortunes are going to come down to laptop wins and volume. That has yet to be proven out but I expect them to make some inroads.
     
  3. TomB16

    TomB16 Well-Known Member

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    Scalpers are selling 9800X3D at a profit with the channel currently drained of product.
     
  4. TomB16

    TomB16 Well-Known Member

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    9800X3D is going to own the gaming market while 9950X3D is going to make every other consumer processor it's bitch.

    These two CPUs aren't going to make AMD a lot of money directly, as they are a bit niche, but they will change the tone of reviews that are heavily biased toward Intel.

    Meanwhile, AMD is now making more than Intel in the server space for the first time in history.
     
    #2684 TomB16, Nov 9, 2024
    Last edited: Nov 9, 2024
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  5. roadtonowhere08

    roadtonowhere08 Well-Known Member

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    A well earned embarrassment for Intel. AMD is firing on all cylinders. If only Microsoft can get its head out of its arse and work with these new chips like Linux does.
     
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  6. TomB16

    TomB16 Well-Known Member

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    With 9900X3D and 9950X3D being released at the end of January, I believe we are in for a steady ramp of processor power from AMD.

    There is talk of a Zen 5 refresh which would involve an upgrade to the IOD. As I understand it, a new IOD was in the pipeline but was not ready for Zen 5 release so the new CPU uses the same IOD as Zen 4.

    That should take us to fall when Zen 6 will be announced with a release toward the end of the year.

    I would not bet against AMD.
     
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  7. roadtonowhere08

    roadtonowhere08 Well-Known Member

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    That I/O Die is the weak spot. Give me quad channel RAM. Give me 32 lanes of Gen. 5 slots (16/8/8) and I will shut up. Get with the times, AMD. People have been asking for this for ages.
     
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  8. roadtonowhere08

    roadtonowhere08 Well-Known Member

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  9. TomB16

    TomB16 Well-Known Member

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    While possible, there are countless Intel fanboys spewing their fantasies onto the Internet via their keyboards.

    Remember when Intel was cleaning the floor with AMD and Zen 5 was a flop?

    I can't confirm cache specifics but I don't believe what I read with the exception of two sources and VideoCardz isnt one of them.
     
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  10. roadtonowhere08

    roadtonowhere08 Well-Known Member

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    Time will tell. I hope AMD puts it on both. None of this hybrid nonsense.
     
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  11. TomB16

    TomB16 Well-Known Member

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    This is a cautionary tale of when having the fastest CPU in the world is not enough. :D

    I too hope they cache all cores. :thumbsup:

    There have been credible leaks for months that suggest the new 3D cache will have substantially lower latency and can work in pairs so two CPU CCDs can have two 3D cache CCDs for happy funtime profit.

    The rumors could be crap or it could be another case of a project not being ready in time for launch, like the IOD. The 9800X3D seems to have lower latency in many tasks so I believe it's most likely a new 3D cache chiplet for Zen 5.

    Speaking of IOD, it looks like the new IOD will have massively more bandwidth. In fact, there is talk of cutting the Zen 6 EPYC IOD count in half so they must have found a speed doubling somewhere. It could mean DDR6 which has 4 memory channels over DDR5's two. That would push Zen 6 out to the end of 2025 at the earliest. Previous talk was Zen 6 in mid 2025 but it would make way more sense for mid 2025 to be RDNA 4 launch with Zen 6 coming in at the end of 2025 or early 2026.
     
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  12. TomB16

    TomB16 Well-Known Member

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    I was shopping some Black Friday deals and notice nobody has the 9800X3D in stock. You can't even back order it.
    AMD has sold every 9800X3D CPU it has been able to put in a box.
    I'm trying to get a handle on how much product has gone through the channel but it's nearly impossible to get anything more than a general feeling. A lot of 9800X3D have flowed through the channel but it isn't nearly enough.
    When excrement talkers discuss popularity of the 9800X3D, they should be talking about production of 9800X3D. They could sell a multiple of current 9800X3D production.
    When is the last time a CPU was being scalped on eBay? This must be a wet dream for AMD.
     
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  13. roadtonowhere08

    roadtonowhere08 Well-Known Member

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    Zen 6 will be AM5 as well, so I am wondering what options AMD has for this new IOD. Lack of more socket pins for much of a width increase for RAM, but perhaps, like you said, perhaps DDR6. I am not putting much faith into that. I would feel a lot better if AMD would use a new socket for Zen 6.

    9800X3D will sell very well as it is THE gaming CPU to own. It's a no brainer.
     
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  14. TomB16

    TomB16 Well-Known Member

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    You were right. It sounds like 3D cache will be single CPU CCD for both Zen 5 and Zen 6. Even after the next gen is released, it will remain this way.

    If there is any sky viewable on this cloudy day, it's that Zen 6 will be 12C per CCD. So, you will be able to get a 12C Zen 6 with 3D cache for the entire CPU complex.
     
  15. TomB16

    TomB16 Well-Known Member

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    TSMC have said their 2nm node will be online at production scale by April. Thats four months from now.

    That means they are sampling now.

    In don't know if they will have a node appropriate for GPU by then but RDNA 4 is scheduled to come out about that time and AMD has made some big claims for RDNA4.
     
  16. TomB16

    TomB16 Well-Known Member

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    I find the the Fujitsu A64FX processor complex and it's proposed successor Monaka to be highly interesting. Perhaps these supercomputer chips are a roadmap to the future. This post could just as easily have gone into the Intel thread.

    A64FX uses 32GB of on-complex HBM2 RAM for 48 ARM cores. Monaka will swap HBM2 for DDR RAM. This suggests they have found lower latency is more important than higher bandwidth. DDR memory should be able to provide very low bandwidth when optimized for a point blank memory bus.

    More interesting is the idea of using a large area, low density, chiplet as both a communal interface and heat spreader. Needing to be large, it can easily use a much older node such as 7nm or higher. The other chiplets stack on top or below this large chiplet.

    There seem to be multiple schools of thought on this large, thermally conductive, element. It could be a GPU which tend to be huge, anyway. It could be an IOD or it could also be system RAM.

    My guess is we will see GPU performing this function first, followed by IOD and, ultimately (several years down the road), RAM. Suddenly, ARC becomes an even bigger deal. I believe the key to saving Intel is their ARC GPU.
     

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