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

 

[Fjodor2001]

Does anyone care to guesstimate how much lower the number of Zen6 DT CPUs sold will be due to the DRAM/etc shortage in 2026/2027? E.g. 30%, 50%, … lower than originally planned?

 

[adroc_thurston]

Does anyone care to guesstimate how much lower the number of Zen6 DT CPUs sold will be due to the DRAM/etc shortage in 2026/2027?

idk.

E.g. 30%, 50%, … lower than originally planned?

PCs are down modest number (5%-ish YoY).
DIY maybe more? But it's a drop-in upgrade for existing platforms.

 

[MoistOintment]

DIY maybe more? But it's a drop-in upgrade for existing platforms.

While this is true, what % of Zen 6 buyers are we expecting to be pre-existing AM5 owners vs how many would be first time builds, or upgrades from non-AM5 systems?

I'd imagine if the majority of Zen 6 buyers are already AM5 owners, that'd be less than ideal for AMD

 

[Fjodor2001]

PCs are down modest number (5%-ish YoY).
DIY maybe more? But it's a drop-in upgrade for existing platforms.

Far too low number I think. The full pain is yet to be seen in actual sales numbers.

Also, drop-in upgrades to Zen6 will be low in the context of share of total number of CPUs sold. Most do not think it’s worth upgrading CPU only, if they have one that is only one or two generations old.

 

[inquiss]

While this is true, what % of Zen 6 buyers are we expecting to be pre-existing AM5 owners vs how many would be first time builds, or upgrades from non-AM5 systems?

I'd imagine if the majority of Zen 6 buyers are already AM5 owners, that'd be less than ideal for AMD

Why would that be bad? AMD is like 90% of DIY. Why is most buyers already being on the platform and buying CPUs to upgrade something less than ideal?

 

[adroc_thurston]

While this is true, what % of Zen 6 buyers are we expecting to be pre-existing AM5 owners

A lot.
AMD rules DIY with an iron fist.

that'd be less than ideal for AMD

y tho.

Far too low number I think. The full pain is yet to be seen in actual sales numbers.

those are full-year unit guides.
PCs are down very modestly.

Drop-in upgrades to Zen6 will be low in the context of share of total number of CPUs sold.

Uh, no, AMD (AM5) rules teh DIY with an iron fist.

Most do not think it’s worth upgrading CPU only, if they have one that is only one or two generations old.

oh man

 

[poke01]

I mean I’m upgrading from Zen5. There’s no way I’m going Intel need new RAM and motherboard then

 

[poke01]

Can’t people get it already Intel ruined its marketshare and mindshare. This RAM situation will only benefit amd, no AM5 user is going to move to Intel cause of RAM pricing and the cost of a new motherboard.

Intel in DIY is dead unless they completely destroy X3D