Recent content by adroc_thurston

  1. adroc_thurston

    Discussion AMD SoC Halo series GPU discussion

    That's not how any of that works.
  2. adroc_thurston

    Discussion Intel Nova Lake in H2-2026: Discussion Threads

    You gotta hide latency somehow you know.
  3. adroc_thurston

    Discussion Intel's past, present and future

    She loves saying "Leadership %stuff%" more than anyone else in the industry. Fortunately, they actually have a product that does that. Which brings us to the Intel problem: they can't execute. Time and time again, CEO after CEO they've been struggling to keep foundry and IP roadmaps going.
  4. adroc_thurston

    Discussion Intel Nova Lake in H2-2026: Discussion Threads

    They don't because AMD SIMD implementation is world-class.
  5. adroc_thurston

    Discussion Zen 5 Speculation (EPYC Turin and Strix Point/Granite Ridge - Ryzen 9000)

    Yeah. It's always cclk for the ring. There is no 'ratio', that's Intel gibberish.
  6. adroc_thurston

    Discussion AMD SoC Halo series GPU discussion

    No. Just forget about Xbox or whatever.
  7. adroc_thurston

    Discussion AMD SoC Halo series GPU discussion

    Yeah that's called launching a new product in a new swimlane. You need to stuff the channel to force enough units into driving per-unit cost down.
  8. adroc_thurston

    Question AMD 2Q25 Earnings

    US is an honorary Eastern Euro country now. It's not supposed to make sense. Just enjoy the ride (till it crashes and burns).
  9. adroc_thurston

    Discussion AMD SoC Halo series GPU discussion

    it is a tongfang chassis lmao. It's a Tongfang chassis sold for thin margins. AMD is trying to stuff the channel with -halo to make per-unit costs a lot more palatable across the stack.
  10. adroc_thurston

    Discussion Intel Meteor, Arrow, Lunar & Panther Lakes Discussion Threads

    Oh no the statement is wrong, 18A was derisked in multiple steps. Intel just kinda sucks. ding-ding-ding, it's been a yield struggle session ever since 7LPP.
  11. adroc_thurston

    Discussion Leading Edge Foundry Node advances (TSMC, Samsung Foundry, Intel) - [2020 - 2025]

    Idk what was that but yeah, 18A stinks on all levels so far.
  12. adroc_thurston

    Discussion Leading Edge Foundry Node advances (TSMC, Samsung Foundry, Intel) - [2020 - 2025]

    I think they just need to execute on at least a single node well and oh boy turns out 18A is NOT THAT
  13. adroc_thurston

    Discussion Leading Edge Foundry Node advances (TSMC, Samsung Foundry, Intel) - [2020 - 2025]

    Yeah that's like the funniest part. Packaging is a low margin business. What you want is to fab stuff, and Intel can't.