Discussion RDNA 5 / UDNA (CDNA Next) speculation

[adroc_thurston]

Navi12 went to Apple laptops as well.

Apple doesn't need dGPUs anymore.

MLID said AT0 is coming to desktop dGPUs.

gonya say miracles and magic are real.

 

[Win2012R2]

Nope.

I guess we'll see soon.

 

[jpiniero]

I guess we'll see soon.

I maintain there's a max price point AMD should realistically stick to when it comes to dGPUs.

Figure any AT0 dGPUs would have to be well above that. Better off just making any busted dies MS won't take into ProViz products.

 

[adroc_thurston]

I maintain there's a max price point AMD should realistically stick to when it comes to dGPUs.

There is none.
Client gfx guys are just not allowed to ship large client parts.

 

[jpiniero]

There is none.
Client gfx guys are just not allowed to ship large client parts.

And why do you think they are not allowed?

 

[adroc_thurston]

And why do you think they are not allowed?

Lisa said so. Her word is law.

 

[jpiniero]

Lisa said so. Her word is law.

So Lisa agrees with me then.

 

[adroc_thurston]

So Lisa agrees with me then.

No, it's not a price issue at all. AMD loves high ASPs.
Lisa hates mysterymeat programs with ???? results.

 

[Bryo4321]

Navi12 went to Apple laptops as well.



MLID said AT0 is coming to desktop dGPUs.

He had some doc with a potential consumer config that was cut down. Doesn’t necessarily mean they will launch it.

 

[Win2012R2]

I maintain there's a max price point AMD should realistically stick to when it comes to dGPUs.

But if you already got AT0 chip with big customer to sell to, then extra costs of turning this into dGPU are very small indeed and any extra volume would amortise fixed costs of making that chip in the first place.

ProViz products.

Nvidia totally owns that segment and it's pretty small anyway.

 

[luro]

Nope.

Not even some leftovers for a castrated die?

 

[adroc_thurston]

Not even some leftovers for a castrated die?

Proviz maybe.
Gaming, no.

 

[Z O X]

Proviz maybe.
Gaming, no.

Or it's a strategy: create expensive "pro" leftover and price it to sky (aka Titan) + regular gaming cards for us mortals.
If anyone complains about price or something, well ... they aren't meant for gaming.

 

[marees]

Navi12 went to Apple laptops as well.



MLID said AT0 is coming to desktop dGPUs.

He had some doc with a potential consumer config that was cut down. Doesn’t necessarily mean they will launch it.

whatever AMD releases will sell

however it won't be value

if it performs more than a 5090 then price also would be more than a 5090

 

[Kepler_L2]

is this GFX1310 ??

Wccftech thinks samsung exynos 2700 launching this year could have RDNA 5 GPU

the graphics processor might be called the Xclipse 970, and given that the Exynos 2600’s Xclipse 960 is based on a modified version of ARM’s RDNA 4 architecture, the newer GPU could be based on RDNA 5.​

Exynos 2700 Specifications, Features, Architecture, Launch Details - Here’s All You Need To Know About Samsung’s Next 2nm Chipset

The next 2nm chipset from Samsung is expected to be the Exynos 2700, and here’s everything you need to know about the silicon

wccftech.com

According to The Korea Economic Daily citing Kiwoom Securities, Samsung plans to start mass production of the Exynos 2700 in the second half of 2026. This chip will be manufactured using Samsung Foundry’s advanced second-generation 2nm Gate-All-Around (GAA) fabrication process, known as SF2P.​

​

Early production yields for the Exynos 2700 have reached approximately 50%, which is considered a strong performance for an initial output from a cutting-edge 2nm process. ​

​

the chip will integrate the new Xclipse 970 GPU, developed through Samsung’s continued collaboration with AMD. Early engineering samples show this GPU’s clock speed and performance are still modest, but there is room for improvement before official launch.​

Samsung’s Exynos 2700 Mass Production Set to Shake Up Flagship Chip Market, Challenging Snapdragon’s Dominance in 2026

Samsung is gearing up for a major shift in its mobile processor strategy with the upcoming Exynos 2700. According to The Korea Economic Daily citing Kiwoom Securities, Samsung plans to start mass production of the Exynos 2700 in the second half of 2026. This chip will be manufactured using...

semiwiki.com

Exynos is not on normal RDNA branch nor is the ISA public on LLVM

 

[Thunder 57]

whatever AMD releases will sell

however it won't be value

if it performs more than a 5090 then price also would be more than a 5090

You would be correct except you forgot the "-$50" meme.

 

[Jan Olšan]

Nope.

You should really stop presenting your speculations as facts...

 

[jpiniero]

You should really stop presenting your speculations as facts...

It's the voices in her head telling her stuff.

 

[adroc_thurston]

You should really stop presenting your speculations as facts...

It's not a speculation.
Gaming AT0 was hatcheted off the roadmap.
CGVDI and ML boards live, one proviz board (384b chop) added.

 

[Kryohi]

Proviz maybe.
Gaming, no.

An RTX 6000 Pro competitor at saner prices (e.g. around 5000€) would be nice

 

[adroc_thurston]

An RTX 6000 Pro competitor at saner prices (e.g. around 5000€) would be nice

That is exactly what they're gonna sell.

 

[Jan Olšan]

So they have the silicon developed, in manufacturing, but deliberately don't try to get additional revenue for it to help recoup the design cost.
I mean, I could see it turning into an Arc B770 situation (where it likely would have happened but memory prices doomed it) in 2027. But it's not H2 2027 today.

About you knowing what will happen for sure 2 years ahead, I have my doubts.

 

[jpiniero]

So they have the silicon developed, in manufacturing, but deliberately don't try to get additional revenue for it to help recoup the design cost.

I kinda assumed that MS would take most dies. Probally only talking about a small % of the dies.

 

[ToTTenTranz]

MLID says a lot of things.

Which are overwhelmingly correct when it comes to AMD.

 

[adroc_thurston]

So they have the silicon developed, in manufacturing, but deliberately don't try to get additional revenue for it to help recoup the design cost.

Additional revenue implies there's a market for $2k gaming Radeons which is just not true.

I mean, I could see it turning into an Arc B770 situation (where it likely would have happened but memory prices doomed it) in 2027

It's not the memory prices, it's the PPA that kills it.