NostaSeronx wild imagination/theories could explain why we haven't seen any leaks yet. AMD skipping the 4xxx naming?Either you guys want leaks and get an excited NostaSeronx instead, or you have patience until October 8th instead.
If it doesn't pay off.Well Nosta, almost three weeks left for October 8. We'll see if your detective work pays off.
Apple isn't fully utilizing TSMC's 5nm.Apple alone will soak up TSMC's 5nm capacity for the iPhone 12, iPad Air, and A14, leaving no room for anyone else.www.extremetech.com
Do you have a source for any of this?Apple isn't fully utilizing TSMC's 5nm.
From ~45,000 wpq pre-Q4.
To ~20,000 wpq post-Q4.
While, AMD has upgraded;
From ~60,000 wpq pre-Q4. <== includes the Huawei shift to AMD for datacenter rather than use Hi1630. (Rome/Hi1620 = 7nm in 2018 ==> Milan/
Hi1630= 5nm in 2020)
To ~90,000 wpq post-Q4.
4Q19 for 5nm => 150K wafer starts per quarter (P1 done)
2Q20 for 5nm => 210K wafer starts per quarter
4Q20 for 5nm => 240K wafer starts per quarter (P2 done)
2Q21 for 5nm => 330K wafer starts per quarter
4Q21 for 5nm => 390K wafer starts per quarter (P3 done)
Digitimes => Apple orders 40,000-45,000 for Q1Do you have a source for any of this?
Nope on that 5nm.Warhol is Zen3 on 5nm according to that one leak, and that doesn't come til maybe late H1 2021.
imho, Zen3 being on 7nm is a slip up.That's out of cadence, and AMD ain't slipping any time soon.
So you know that first Zen 1 Core was great and hugely cored, but Zen2 was as well. And Zen 3, that's at the heart of our next-generation products is also a tremendously powerful architecture and you know right on the trajectory that we needed to be
Nope.imho, Zen3 being on 7nm is a slip up.
Bobcat/40-nm to Jaguar/28-nm => Evolutionary Re-architecture
Zen/14-nm to Zen2/7-nm => Evolutionary Re-architecture
New execution core layout
Full width FPU, etc.
Most recent new revolutionary core from evolutionary/refined core was done in by GlobalFoundries poorly executing.
20nm Jaguar/ARM core -> 14nm Zen/ARM core
14nm = Zen / New architecture
12nm = Zen+ / Refinement
7nm = Zen2 / Evolutionary architecture
5nm = Zen3 / New architecture
5nm = Zen4 / Evolutionary & Refinement
Zen3 being developed from N5 spice v0.1 (New architecture that is of similar size as Zen2)
Zen4 then being developed from N5 spice v1.1 (This architecture shrinks Zen3 and increases and adds a couple somethings)
Also no. Still 1H22.Then, they have slipped up. Competitors will be on N5, and they won't be.
If Zen3 is 7nm, then 5nm won't be seen till 2H22.
What competitors ? Intel won't be on 5 nm next year, they have not got 10nm or 7nm working on anything but a quad core ! You think they will be on 5 nm by then ??Then, they have slipped up. Competitors will be on N5, and they won't be.
If Zen3 is 7nm, then 5nm won't be seen till 2H22.
The ARM competitors will be on 5nm.What competitors ? Intel won't be on 5 nm next year, they have not got 10nm or 7nm working on anything but a quad core ! You think they will be on 5 nm by then ??
Zen3 on 5nm is also very viable as design complete. Especially on its timetable of general availability in 2021.Zen 3 existing in it's current form in general is complete change of roadmaps.
Well you're not wrong about Zen 3 on 5nm being viable, just like I said before, not the Zen 3 as we know and care about.The ARM competitors will be on 5nm.
Apple's desktop SoC and GPU.
There is a datacenter 5nm ARM cpu with at most 160-cores. I am unsure if it includes SVE.
Zen3 on 5nm is also very viable as design complete. Especially on its timetable.
N7+ N5 isn't a huge gap.
Kirin 990 5G (7nm+)
- September 6th 2019
Unisoc T7520 (6nm/7nm+)
- February 26, 2020
Apple A14 (5nm)
- September 15, 2020
Do you not remember when these occurred?
We would have seen Milan or MI100 demos last year at least, if they were going to do N7-refined or N7+.
Being on 7nm in 2020 on bleeding-edge is bad execution and a slip up.
Given what AMD has said, I expect all of the parts launching in October to be 7 nm. The first parts on 5 nm are likely to be the mobile APUs sometime in 2021, not 2022. This makes sense, since the mobile APUs are obviously much more sensitive to power consumption. AMD will probably be on 5 nm for mobile parts while Intel is still at 10 nm process, so they will still be ahead of Intel. They will not be ahead of ARM process-wise, but that is a different discussion.Well you're not wrong about Zen 3 on 5nm being viable, just like I said before, not the Zen 3 as we know and care about.
Apple will have desktop 5nm products but outside that? Not to mention Apple don't compete vs AMD or Intel. Competition implies there's a chance of either products being the better choice. For the Apple ecosystem, there is no longer any choice.
Outside of Apple, AMD's only ARM competitor is Ampere I think? Oh and someone else. As for how competitive they'll be only time will tell. And by time I mean 2H21, provided we don't get any leaks earlier.
Which, to be fair, we totally will.
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