Question Zen 6 Speculation Thread

[Fjodor2001]

que?

Then specify the exact holiday launch date which everything indicated as H2 will be released on.

 

[adroc_thurston]

Then specify the exact holiday launch date which everything indicated as H2 will be released on.

Normal H2 holidays season with your black fridays and Christmas and stuff.

 

[Fjodor2001]

Normal H2 holidays season with your black fridays and Christmas and stuff.

Previously you said:

Depends on the segment.
But usually near holidays so think late september to mid november launch windows.

Make up your mind.

So far it’s anything from late September until Christmas. I.e. AMD knows of no specific launch date for NVL-S, and no more specific than anyone of us can guesstimate from H2.

 

[adroc_thurston]

Previously you said:

Make up your mind.

So far it’s anything from late September until Christmas. I.e. AMD knows of no specific launch date for NVL-S, and no more specific than anyone of us can guesstimate from H2.

do you understand what holidays launch means

 

[dr1337]

do you understand what holidays launch means

Ah yes Christmas in mid November

Forgot that big box advertising dictated the holiday

 

[Bigos]

Isn't it normal to release a few months before holidays, so that you can actually find stuff in stores in December? That sounds really like a holiday-driven launch...

Or are we discussing semantics again?

 

[adroc_thurston]

Isn't it normal to release a few months before holidays, so that you can actually find stuff in stores in December?

Yup, it's September to Early November launch so you can stuff the channel in preparation of holidays spending.

 

[deasd]

Not sure but High Yield assume Venice IOD is still based on N6

https://twitter.com/x/status/2010770783467966514

 

[Fjodor2001]

Yup, it's September to Early November launch so you can stuff the channel in preparation of holidays spending.

Launch as in paper launch?

Be specific. For H2, what exact date does that mean for actual availability in stores, since you previously said it was obvious?

 

[ToTTenTranz]

Not sure but High Yield assume Venice IOD is still based on N6

https://twitter.com/x/status/2010770783467966514

If there aren't almost any ALUs in there, then N6 should be fine if the IOD is low clocked.


IIRC AMD used to pair GobalFoundries' 14nm IODs with TSMC's N7 CCDs.

 

[marees]

used to

still do for the zen 3 parts I believe

 

[adroc_thurston]

then N6 should be fine if the IOD is low clocked

Uh, not really, AMD fabric clocks are pretty high plus you want sIOD on a fresher node for power reasons alone.

 

[inquiss]

Uh, not really, AMD fabric clocks are pretty high plus you want sIOD on a fresher node for power reasons alone.

You think n4, then?

 

[adroc_thurston]

You think n4, then?

Yeah.

 

[Win2012R2]

Normal H2 holidays season with your black fridays and Christmas and stuff.

In other words - end of the year

 

[Joe NYC]

Seems like AMD is likely to fill up the high margin markets to saturation prior to selling a single chip to Dell and a sliver of a profit margin.

BTW, AMD is selling A LOT to Dell server division. Since about a year ago, some commercial PCs (laptop, desktop), but also Threadripper workstation.

Last month, Dell's Alienware finally added Zen 5 V-Cache processors to their gaming line. So AMD is gaining share at Dell, low margin to high margin products.

 

[Joe NYC]

Yeah.

Cheese also seems to think that the node of IOD will be better than N6

https://twitter.com/x/status/2011679449499197903