Intel won't drop a 52 core onto the desktop. That 52 core will go in a server, which AMD will eat for lunch.
I thought that Intel was going to make a dual CCD desktop version (like AMD) having CCD's with 8P and 16E cores and the IOD having 4 LPE cores.
While it has been my contention that anyone that would benefit from that many cores would likely pick a Threadripper which would "eat it for lunch".
Since Zen 3, AMD's been making designs that crave bandwidth because gobs of that is available in workstations and servers but then they used the same designs for client too where they got hobbled by limited bandwidth. No idea if client Zen 6 gets the bandwidth it needs to unlock its full potential.
Going from 5600MT/ch to 8000MT/ch -> 43% increase in memory bandwidth.
Going from 16c to 24c -> 50% more cores ... and 15% higher IPC -> needed bandwidth increase = 58%
So .... the math doesn't seem to work out. It could be that desktop Zen 6 is indeed bandwidth limited in some applications.
It's either 26c/52t vs 52c/52t, or 24c/48t vs 48c/48t. Don't resolve the equivocation one way for AMD and the other for Intel.
For arguments sake, lets say that 1 Zen 6 core with SMT = 1.3 Intel P cores and that 1 Zen 6 core = 1.5 Intel E cores.
Intel's NVL has 16P and 32E.
16/1.3 = 12.3 Zen 6
32/1.5 = 21.3 Zen 6
NVL ~= 33.6 Zen 6 cores.
In highly threaded applications, NVL should win on the desktop.
Good point. It's like the war of attrition going on in Ukraine. AMD is in a healthy position, Intel is sickly and scrambling to hold the front lines.
AMD is in a great position to outlast Intel. Even though these threads would like to see more "maneuver warfare", Lisa is content to just grind Intel down. Time is on AMD side.
AMD has weapons to break the deadlock in server and desktop. We will see if Zen 6 notebook can deliver a breakthrough or just more of attrition warfare.
Unfortunately, this appears to be the case right now. I think AMD will pound away at the DC market with Venice (and Turin) while turning up the heat on nVidia in AI.
AMD will continue to dominate in the high end desktop with its X3D tech IMO. I am not as sure about the mobile market, but the margins there aren't that great.
That seems to be the consensus, that 18A is on par with N3P but the actual performance of the product remains to be seen.
I think 18A will sip power though. In DC the designs are usually socket power limited vs frequency limited or thermally limited.
If 18A provides good transistor density and good power characteristics, it won't matter if it only clocks to 4.5Ghz.
In the desktop .... this would be a death sentence.