Question Zen 6 Speculation Thread

[OneEng2]

Is is that tweet about 48 core being delayed? Or something else

Nah, the 48 core delay would not be big news at all in my opinion.

48c doesn't make any business sense IMO.

As for the thread topic, 60% NVL is about as believable as 7Ghz Zen 6 ..... which is to say ..... "are you serious?".

 

[adroc_thurston]

they can use higher memory speeds

Completely worthless since the D2D link isn't good for much.

 

[inquiss]

Completely worthless since the D2D link isn't good for much.

Totally. But the memory controller itself is good, though the overall memory system is terrible...

 

[511]

Totally. But the memory controller itself is good, though the overall memory system is terrible...

D2D/NGU/RingLLC Three things that caused issues with ARL.

 

[adroc_thurston]

D2D/NGU/RingLLC Three things that caused issues with ARL.

Well no the IMC is also buggy but I digress.

 

[OneEng2]

https://twitter.com/x/status/1948153155847598175

This is the big problem for Intel IMO.

They are losing their high margin business because of lack of focus on DC. This leaves them cash poor and unable to invest in making things better.

I think AMDs "server first" philosophy will continue to pay rewards.

This does help to beg the question about desktop and laptop though. Will AMD use a majority of N2 for dominance in the higher margin markets?

Or will they feel they have no need to spend the money as their N3P products can easily compete with the best Intel has to offer in NVL and PTL?

 

[511]

https://twitter.com/x/status/1948153155847598175

This is the big problem for Intel IMO.

They are losing their high margin business because of lack of focus on DC. This leaves them cash poor and unable to invest in making things better.

I think AMDs "server first" philosophy will continue to pay rewards.

This does help to beg the question about desktop and laptop though. Will AMD use a majority of N2 for dominance in the higher margin markets?

Or will they feel they have no need to spend the money as their N3P products can easily compete with the best Intel has to offer in NVL and PTL?

While I agree that DC is troublesome but The Post just below that shows truth lol everyone have been had

https://twitter.com/x/status/1948184798280962257

 

[inquiss]

https://twitter.com/x/status/1948153155847598175

This is the big problem for Intel IMO.

They are losing their high margin business because of lack of focus on DC. This leaves them cash poor and unable to invest in making things better.

I think AMDs "server first" philosophy will continue to pay rewards.

This does help to beg the question about desktop and laptop though. Will AMD use a majority of N2 for dominance in the higher margin markets?

Or will they feel they have no need to spend the money as their N3P products can easily compete with the best Intel has to offer in NVL and PTL?

How many times do I and others have to point this out ton you. N2 is for server and high margin desktop/laptop and the rest is on N3. High volume is all on N3.

 

[DrMrLordX]

What it was the opposite that Raichu confirmed

https://twitter.com/x/status/1948256003461697769

Someone already deleted that post.

Will AMD use a majority of N2 for dominance in the higher margin markets?

Yes. AMD has more potential competition outside of Intel. Putting their best foot forward will help AMD keep that competition at bay.

 

[Joe NYC]

I wonder what’s so bad about nova lake that people would wait for Razer Lake?

Unless I’m understanding this wrong.

All is good, trust the plan. NVL will represent spring compression, and then Razer Lake recoil, when the CPU is released with a force so great it will leapfrog all the competition.

 

[511]

All is good, trust the plan. NVL will represent spring compression, and then Razer Lake recoil, when the CPU is released with a force so great it will leapfrog all the competition.

That is supposed to be Titan Lake 2028

 

[Joe NYC]

https://twitter.com/x/status/1948153155847598175

This is the big problem for Intel IMO.

They are losing their high margin business because of lack of focus on DC. This leaves them cash poor and unable to invest in making things better.

I think AMDs "server first" philosophy will continue to pay rewards.

This does help to beg the question about desktop and laptop though. Will AMD use a majority of N2 for dominance in the higher margin markets?

Or will they feel they have no need to spend the money as their N3P products can easily compete with the best Intel has to offer in NVL and PTL?

Those are benchmark submissions.

 

[aigomorla]

This is my final warning.
Next time we have to warn, points will be issued.
AMD Speculation threads are meant for AMD Speculations.
They are NOT meant to torch intel, bring intel in satire situations, or even talk about intel, unless its on the basis of comparison.

If your going to pull intel to the thread, you better have a valid reason followed up with by contrast, or in comparison to the speculation on AMD in the same post.

Consider this the last and final warning for those of you that are too lazy and TLDR; the entire thread for the other warnings we have given.

Moderator Aigo

 

[LightningZ71]

Really not the limiting factor for caches per se.

lmaooooooooooooooooooooooooo saying this after ARL-S

Controller, not fabric. Intel pooped the bed post Raptor... They really are no better than AMD's current products in fabric.

 

[adroc_thurston]

Controller, not fabric

Their IMC is also an erratafest.

 

[Fjodor2001]

So they stayed at approximately 90/10 split for ~3 years, and then all of a sudden in went to a 50/50 split in only 3 quarters. What the hell happened in such short time? And how come all/most customers made the same move in the same short timespan?

 

[Joe NYC]

So they stayed at approximately 90/10 split for ~3 years, and then all of a sudden in went to a 50/50 split in only 3 quarters. What the hell happened in such short time? And how come all/most customers made the same move in the same short timespan?

These are Passmark test submissions that people are misinterpreting as market share.

 

[Jan Olšan]

I wonder what’s so bad about nova lake that people would wait for Razer Lake?

Unless I’m understanding this wrong.

It's just a meme, right?

A la "wait for RDNA5" when RDNA4 came out, "wait for Zen 6" when Zen 5 came out, because overhyped people feeling underwhelmed etc, so gotta move on and put unrealistic expectations into n+1 thing.

 

[gdansk]

A la "wait for RDNA5" when RDNA4 came out, "wait for Zen 6" when Zen 5 came out, because overhyped people feeling underwhelmed etc, so gotta move on and put unrealistic expectations into n+1 thing.

Waiting usually seems to pay off so it's not much of a meme more "genuine buyer's advice". Well, except maybe wait for Blackwell... that didn't go well.

 

[mostwanted002]

This goes to the grave with me.

I went down into a rabbit hole. Turns out, AMD has been doing dual memory controllers since 2012 (as far as I could find)

 

[RnR_au]

These are Passmark test submissions that people are misinterpreting as market share.

And the data as shown in that graph is wrong anyways. Passmark have already updated their graph.

 

[csbin]

https://twitter.com/x/status/1948566911748636897

 

[mostwanted002]

https://twitter.com/x/status/1948483543837147228

They are crawling back to SMT

 

[gdansk]

They are crawling back to SMT

No, Intel will finally bring us x86 laggards into a brilliant SMT4 future with the Unified Core. Intel does what AMDon't.

 

[Chicken76]

What caused the bump in Q1-Q2 2021? Was it Milan starting to sell in volume?