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News Intel GPUs - we've given up on B770, where's Celestial already

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Maybe they are just being cautious, after having superior products like Optane failing in the market. Their GPUs aren't the absolute best otherwise they would be in reviewer's hands by now. They will test the waters with this initial run and improve their GPUs generation by generation, like they did going from Comet Lake to Alder Lake. Give them time.
 
NTMBK said:
Falcon Shore sounds like a HPC APU, built with tiles.
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The product AMD never saw fit to release. Perhaps we're about to find out why not.

ultimatebob said:
Doesn't Intel have their own fabs, though? They should be able to pump out much more product than this if they really wanted to.
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On which process? Intel already had plans to produce Ponte Vecchio with 10ESF/Intel 7 and 7nm/Intel 4, but they scrapped that entirely in favor of TSMC nodes (N6 and N5 if I recall correctly). Intel is already putting Alder Lake, Raptor Lake, Sapphire Rapids, and Emerald Rapids on 10ESF with unknown yields (and an unknown amount of 10nm+ fab capacity is still finishing out production of IceLake-SP, assuming that's still in production). All indicators hint that Intel either didn't like the results they were getting for Ponte Vecchio tiles using their own nodes or that they just weren't going to have enough capacity to cover both dGPUs and CPUs. Possibly both.
 
In fine print, Intel says $700 million of the $1 plus-billion is essentially royalties. This means majority of the 4 million units are coming from the smaller 128 EU dies.

I assume they are baking in the possibility that the high end Alchemist might not be that competitive. And I mean by perf/$.

@NTMBK Falcon Shores sounds like the productized version of MLID talking about a Sapphire Rapids offshoot that puts in an Xe tile in place of one compute tile.

When it comes to these CPUs, you cannot say one CPU is one process anymore.

DrMrLordX said:
On which process? Intel already had plans to produce Ponte Vecchio with 10ESF/Intel 7 and 7nm/Intel 4, but they scrapped that entirely in favor of TSMC nodes (N6 and N5 if I recall correctly). Intel is already putting Alder Lake, Raptor Lake, Sapphire Rapids, and Emerald Rapids on 10ESF with unknown yields (and an unknown amount of 10nm+ fab capacity is still finishing out production of IceLake-SP, assuming that's still in production).
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Ponte Vecchio is using Intel 7, Intel 10nm SF, TSMC N5 and N7. Supposedly they might move the compute tile to Intel 4 later on.

Alderlake reaches 5.5GHz in the KS variant. The yields are pretty good on that node now.
 
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I don't know if it has a meaning, in the Intel slide Alchemist is placed in the middle of 2022 whereas Battlemage in the middle of 2023/2024. Just saying because some people like Charlie claimed Battlemage is coming early 2023.
 
So DG2 running at 2.4GHz is spotted in Geekbench. Gets 87K score. The score is around RTX 2060. I guess the clocks are more of a news as the previous DG2 scores were barely outperforming the Iris Xe G7.

DrMrLordX said:
Wait what? They're using 10ESF and 10SF? Why 10SF?
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SF is for the base tile.
 
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It doesn't matter much. Majority of Intel shipments this year is going to be the 128EU die. 4 million units worth $300 million revenue after you take into account the accounting shenanigans.

To me this is a possible admission that high end won't sell lots because it won't be good as people are expecting. The expectations are quite high.
 
IntelUser2000 said:
It doesn't matter much. Majority of Intel shipments this year is going to be the 128EU die. 4 million units worth $300 million revenue after you take into account the accounting shenanigans.

To me this is a possible admission that high end won't sell lots because it won't be good as people are expecting. The expectations are quite high.
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I think it's more "we don't have dies". Initially I think they could sell a million or more upper end dies if they had a decent price, with supply and demand as it is. But if they don't have dies, we'll it doesn't matter how much demand there is.
 
DrMrLordX said:
(and an unknown amount of 10nm+ fab capacity is still finishing out production of IceLake-SP, assuming that's still in production)
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Not sure why you says this. Icelake SP will be in production for years and Icelake SP will be higher volume than SPR until atleast the end of 2023.
 
Dayman1225 said:
Not sure why you says this. Icelake SP will be in production for years and Icelake SP will be higher volume than SPR until atleast the end of 2023.
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If Intel can ramp production of Sapphire Rapids then there might not be much need for IceLake-SP outside of the usual long-term contracts. Assuming Intel chooses to saturate their entire Xeon Scalable lineup exclusively with Sapphire Rapids.

But that's a big "if'.
 
DrMrLordX said:
If Intel can ramp production of Sapphire Rapids then there might not be much need for IceLake-SP outside of the usual long-term contracts. Assuming Intel chooses to saturate their entire Xeon Scalable lineup exclusively with Sapphire Rapids.

But that's a big "if'.
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Intel should have no issue ramping SPR but it’s volumes won’t surpass ICL volume due to DDR5 volumes. DDR4 is cheaper and far more readily available. It’s the same story for Milan and Genoa. But this is the wrong thread for that discussion
 
Frenetic Pony said:
I think it's more "we don't have dies". Initially I think they could sell a million or more upper end dies if they had a decent price, with supply and demand as it is. But if they don't have dies, we'll it doesn't matter how much demand there is.
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The bottleneck is said to be elsewhere, not TSMC. Like with my GPU repair and electronics as a hobby when I check supply, lot more than usual are out of stock. They are used to build the boards for the GPUs. Also the industry was talking about substrate shortages little while ago.

3070 Ti is only 20% faster than 3060 Ti so while they might have targetted the former, silicon quality can easily swing it that much. This is a matter of whether they can reliably reach certain frequencies.
 
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63 total tiles and 16, a little over a quarter of the total, are thermal tiles? It looks like there's a thermal tile over every EMIB connection. Rather interesting... It looks a lot less impressive now that I know that a good portion of that middle "compute" area is unpowered silicon.

1645506748764.png
 
@Dayman1225

So it's all 10ESF, N7 and N5? That's interesting. No 7nm/Intel 4 to be seen, as expected.

(also I don't know where or who posted that 10SF would be involved but apparently it isn't. I have no idea why Intel would have used 10SF).
 
IntelUser2000 said:
It doesn't matter much. Majority of Intel shipments this year is going to be the 128EU die. 4 million units worth $300 million revenue after you take into account the accounting shenanigans.
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$75 is rather optimistic for the 128 EU chip+GDDR6 if they are excluding mining from their price calculations.
 
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