WSA ends at the end of 2024. Says AMD is obligated to buy 1.6 billion worth of wafers from GloFo until then.
Hope you like Picasso and Dali.
WSA ends at the end of 2024. Says AMD is obligated to buy 1.6 billion worth of wafers from GloFo until then.
Hope you like Picasso and Dali.
this new deal means that AMD won't have to pay penalties for Xillinx products that are on TSMC's older nodes. Under the old WSA AMD could not freely use TSMC modes older than 7nm.
I sure as hell hope nobody buys a Picasso Chromebook in 2024),
Xilling still sells alot of FPGAs on older nodes, even 28nm onesWhy are everybody recommending buildnig FPGAs on terribly outdated processes?
AFAIK these are one of the first things going to newer nodes and their product prices also usually make using leading-edge nodes a non-issue.
IMO using GloFo for FPGAs would be a terribe idea, though I guess the very lowest parts of the stack could transition there if really needed. Still not sure that Xilinx has the volume to help with this WSA.
Chipsets I/O dies and chromebook material (Dali, Picasso) will surely be included but even accouting for all that, the amount of wafers is still gigantic. Besides the amendment starts from 2022 (which means this year is not included).
Perhaps some very-lowest end RDNA2/RDNA3 GPUs could be made on GloFo? Most people don't care about power-consumption on that level, and GPUs are usually pretty straightforward to port. I'm not quite convinced the current product stack is sufficient till up to and including 2024 (, I sure as hell hope nobody buys a Picasso Chromebook in 2024),
Over all all I can say is that Hector Rui(n)z surely caused AMD a lot of pain due to this
Perhaps some very-lowest end RDNA2/RDNA3 GPUs could be made on GloFo? Most people don't care about power-consumption on that level, and GPUs are usually pretty straightforward to port. I'm not quite convinced the current product stack is sufficient till up to and including 2024
There are Navi products intended for the low end coming out. AMD could re-release the 570 and 580 for right now but I dunno if they would be able to source GDDR5.
Edit: Good notice by user sgeocla in the comments:
As well as all Xbox One chips. And I'm pretty sure Radeon wasn't all done on GloFo through all the years either. So you may be right.Pretty sure the pay to play on a different node was only for 7 nm products, and that was removed when GloFo 7 ended. They were (are?) fabbing the PS4 and Pro at TSMC 16.
You can't just use GDDR6, this means a new memory controller. If they're already doing that they might as well do more (as then a already a year+ design and validation time is commited).They could always refresh Polaris. Shoot, they could potentially use GDDR6 or even DDR5.
They could always refresh Polaris. Shoot, they could potentially use GDDR6 or even DDR5.
Why are everybody recommending buildnig FPGAs on terribly outdated processes?
AFAIK these are one of the first things going to newer nodes and their product prices also usually make using leading-edge nodes a non-issue.
IMO using GloFo for FPGAs would be a terribe idea, though I guess the very lowest parts of the stack could transition there if really needed.
The problem there is that the substrate shortage is still bad. There isn't enough to go around since a substrate plant burned down.They'd need a redesign on the memory controller, but honestly with the way the GPU market is right now and the fact that memory bandwidth is what limits ETH hash rate, they could turn those billions spent on GF wafers into tens of billions of additional revenue.
In the last earnings call Su stated that substrate is an under-invested area and that AMD is already investing in substrate capacity dedicated to AMD.The problem there is that the substrate shortage is still bad. There isn't enough to go around since a substrate plant burned down.
Dr. Lisa Su said:We continue -- on the substrate side, in particular, I think there has been under-investment in the industry. And so we've taken the opportunity to invest in some substrate capacity dedicated to AMD, and that will be something that we continue to do going forward.
Of course they would, but it would probably be worth it. They also may have already done it and never released it.They'd need a redesign on the memory controller, but honestly with the way the GPU market is right now and the fact that memory bandwidth is what limits ETH hash rate, they could turn those billions spent on GF wafers into tens of billions of additional revenue.
The problem there is that the substrate shortage is still bad. There isn't enough to go around since a substrate plant burned down.
They have made an investment sure, and a big one. But the facilities are not yet online. Supposedly it will be running in Q4.Of course they would, but it would probably be worth it. They also may have already done it and never released it.
As the poster above mentions, AMD has made a large investment in this area. They might have some shortage, but it likely isn’t a big deal.