It’s called semicustom for a reason. Sony and MS will use off the shelf AMD IP (read: logic blocks) to build their custom APUs. It’s not like they are developing a SoC where every major block is new for each customer. Think legos.
Should be a typo. Verona is an Italian city, not Verano, just like Naples, Rome, Milan, Genoa, Bergamo, Siena, and Turin. Once AMD drops the official press packet, we can confirm the spelling.
I don't think we're in disagreement here. My statement was in belief that console developers will try to optimize their textures to fit within VRAM, hopefully by using AI upscaling judiciously, while on PC they won't give a crap and will just let textures bloat.
Yeah, I suspect that we'd get 24 GB consoles next, but utilizing a 256-bit bus and 3 GB memory chips. Reserve 20 GB for games and I think we'd be in a good place for 4K gaming.
Yeah, that’s my understanding.
Basically, there’s not enough 18A capacity if they used it purely for themselves and they want to reserve capacity for potential IFS customers. The only way this works is because TSMC let’s them be a customer, ironically.
Looks like LBT is going good on his word to make staff cuts at Intel. Would be curious to know how the cuts are distributed since there's foundry and design sides. My understanding is that the foundry side employs more people than the design side...
Yeah, AMD doesn’t need to go for a moonshot product. Just improve where Zen 5 was weak, i.e. IO die, and make an incremental but logical gain in its strengths.
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