Discussion RDNA 5 / UDNA (CDNA Next) speculation

[Tachyonism]

Talk is that Nvidia will not launch GPU this year and next gen may be delayed until 2028. And yet I have this suspicion that AMD will let this opportunity pass and will even manage to lose market share.
Am I wrong?

AMD has nothing to launch right now.

 

[gdansk]

Talk is that Nvidia will not launch GPU this year and next gen may be delayed until 2028. And yet I have this suspicion that AMD will let this opportunity pass and will even manage to lose market share.
Am I wrong?

The same market realities causing Nvidia to delay consumer crap would also cause AMD to delay consumer crap.
So yes, it will go without Radeon trying anything aggressive.

 

[Panino Manino]

The same market realities causing Nvidia to delay consumer crap would also cause AMD to delay consumer crap.
So yes, it will go without Radeon trying anything aggressive.

Isn't there any way put more cards on the shelves? Don't need to be something next gen, just "something".

 

[gdansk]

Isn't there any way put more cards on the shelves? Don't need to be something next gen, just "something".

No, they already ordered the amount of chips and even if they wanted to increase GPU production then from where would they acquire the GDDR6? That's rhetorical, it's all sold through for 2026. And possibly even beyond.

They are also likely to switch some N48/N44 allocation (any excess production they can't sell to partners with VRAM to pair them with) to Epyc based on reported market conditions (where there are shortages of the CPUs themselves).

 

[adroc_thurston]

Isn't there any way put more cards on the shelves? Don't need to be something next gen, just "something".

this implies AMD cares.