[閒聊] 一些關於 intel 和 AMD的傳聞 from reddit

看板PC_Shopping作者 (牛轉乾坤)時間3年前 (2020/07/15 12:01), 3年前編輯推噓66(69推 3噓 193→)
留言265則, 57人參與, 3年前最新討論串1/1
https://bit.ly/3h1IFTm Charlie Demerjian 在 Susquehanna 新爆的一些料，他以前爆些有關intel的料都還蠻準的 uzzi38整理如下 ．Facebook like bfloat16 and Cooper Lake <lost phone line, reconnect 10 mins later> ．Alder Lake is 14nm GPU and 10nm CPU ．Several projects - including major ones, not PCHs etc were going to be TSMC. No divulging of codenames for now. ．Jim Keller was the one pushing for projects at TSMC? ．Jim and Murphy were butting heads as of last year on technical decisions ．No chance at 7nm volume in '21. Maybe a launch for certain projects, but volume is '22. Was planning for H1 21 not too long ago, but no chance. ．SPR taping out in more steps than normal. Intel are taping out regardless of any bugs they know will exist, fixing and retaping immedietly. Phone line was choppy here, but I believe something was said along the lines of this being a very expensive yet faster way of getting the chip ready for production, ．Apple will definitely make a full transition to ARM in 2 years. ．No specific numbers for Milan over Rome today, but 20%+ should be a minimum expectation. Milan is on track for later this year. ．Genoa and Turin are same platform. 10 channel DDR5, CXL, PCIe Gen 5, all the good stuff. Was already known but a re-iteration for those that want a refresher. ．COVID is having an impact on AMD pickup in servers. Projects with new server hardware were put on hold. No boots on the ground, nobody ready to break new systems in. This will blow over by EoY, especially with Milan coming. ．ICL-SP availability Nov -> Mar ．No chance of GNR in '22. Expect it in '23. ．Apple moving to ARM is pushing MS to get better support with ARM solutions... but so far progress is lacklustre. Will take a while for things to change. ．Xe loses competitiveness very fast. Starts of adequate, but won't remain that way. ．Nvidia: Lacking 7nm capacity hard because of shenanigans with TSMC. TSMC just did not care about them trying to play games with them. ．Rome security features are quite something. Only 1-3% perf hit for real security. ．Best case is SPR for security as good as Rome ．When Milan releases Intel will not have a ST lead in server xceryx的整理如下 1) Icelake paper launched this year due to security bugs but no OEM volume until March 2021 2) 2 of 3 fabs running test line 10nm. Still issues with 10nm process. 3) Tigerlake is supposedly a better 10nm+ process but yield is still low. 4) Cooperlake is bad vs Icelake but Facebook is the primary customer for Bfloat 16 AI workload and 4P setup 5) 4C Tigerlake with big GPU area due to low yield 6) Alderlake 10nm GPU and 14nm CPU, due to low margin 7) Sapphire Rapid is taping it out as new way of taping/steps 8) Kellar pushed hard to outsource TSMC, and that's why he was gone. 9) Apple will transition to ARM completely but MacPro will probably be around for a long time, similar to last time they moved to x86. 10) AMD has a lot of wafer allocations due to Huawei 11) AMD proven track record of roadmap 12) AMD server share was trending below what Charlie expected, COVID being an example of customer expanding current capacity. 13) Sapphire Rapid is likely 2022H1 as Icelake is really deploying 2021H1. 14) Intel 7nm Granite Rapid is unlikely to show up in 2022, at least 2023 due to 13). -- ※ 發信站: 批踢踢實業坊(ptt.cc), 來自: 220.132.106.21 (臺灣) ※ 文章網址: https://www.ptt.cc/bbs/PC_Shopping/M.1594785680.A.0EC.html
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07/15 12:04, 3年前 , 1F
翻譯
07/15 12:04, 1F
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07/15 12:04, 3年前 , 2F
JK因為推GG被I家趕走哦
07/15 12:04, 2F
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07/15 12:05, 3年前 , 3F
N惡作劇GG, 所以分不到7nm產能？ 笑死
07/15 12:05, 3F
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07/15 12:09, 3年前 , 4F
jk原來是這樣才走人的喔
07/15 12:09, 4F
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07/15 12:15, 3年前 , 5F
幫JK QQ
07/15 12:15, 5F
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07/15 12:21, 3年前 , 6F
Intel寫個慘字
07/15 12:21, 6F
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07/15 12:22, 3年前 , 7F
i家的製程場這麼屌喔，托半天做不出來沒人念，還可
07/15 12:22, 7F
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07/15 12:22, 3年前 , 8F
以搞走現役U界扛壩子
07/15 12:22, 8F
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07/15 12:23, 3年前 , 9F
723跟C52想一下怎麼嘴這段稿
07/15 12:23, 9F
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07/15 12:23, 3年前 , 10F
你可以想成Intel一半的勢力是Fab那邊的 死守防線
07/15 12:23, 10F
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07/15 12:24, 3年前 , 11F
答應外包給TSMC就跟諾曼第被登陸大概差不多QQ
07/15 12:24, 11F
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07/15 12:27, 3年前 , 12F
AMD server QQ，Milan什麼時候出阿?
07/15 12:27, 12F
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07/15 12:32, 3年前 , 13F
希望JK再回歸AMD
07/15 12:32, 13F
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07/15 12:34, 3年前 , 14F
哈 intel要不要改成fabless阿 就像割GF一樣
07/15 12:34, 14F
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07/15 12:34, 3年前 , 15F
不然現在的fab根本廢到笑
07/15 12:34, 15F
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07/15 12:35, 3年前 , 16F
10nm+還是低良率 我看繼續等囉
07/15 12:35, 16F
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07/15 12:41, 3年前 , 17F
哇！ 真勁爆耶...
07/15 12:41, 17F
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07/15 12:47, 3年前 , 18F
我看intel還是直接跳7nm算了
07/15 12:47, 18F
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07/15 12:49, 3年前 , 19F
寧可鬥走JK也不外包 真的活該被A壓著打
07/15 12:49, 19F
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07/15 12:50, 3年前 , 20F
爆料源頭是 semiaccurate 的 Charlie 嗯....
07/15 12:50, 20F
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07/15 12:51, 3年前 , 21F
他大概是歐美科技媒體最知名的i黑了
07/15 12:51, 21F
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07/15 12:52, 3年前 , 22F
adl gpu照之前透漏應該是gg的吧
07/15 12:52, 22F
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07/15 12:54, 3年前 , 23F
外包個雕啊 機台廠房費用你攤嗎
07/15 12:54, 23F
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07/15 12:56, 3年前 , 24F
Zen3 Milan 如期上市 且 至少比Rome 強至少20% ->
07/15 12:56, 24F
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07/15 12:56, 3年前 , 25F
不知道是不是包括頻率提升的部分
07/15 12:56, 25F
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07/15 12:58, 3年前 , 26F
intel不需要JK就能痛電AMD了
07/15 12:58, 26F
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07/15 12:58, 3年前 , 27F
看看酷銳控肉把A10跟推土機打成藍鳥臉就知
07/15 12:58, 27F
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07/15 12:58, 3年前 , 28F
雖然也有可能我理解錯誤
07/15 12:58, 28F
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07/15 12:59, 3年前 , 29F
外包了當然就是把fab分拆出去自生自滅啊分攤啥
07/15 12:59, 29F
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07/15 13:00, 3年前 , 30F
有人要跟我一起召喚 水瓶座大大嗎？
07/15 13:00, 30F
噓
07/15 13:03, 3年前 , 31F
傻了才給台積電，ㄏㄏ，intel卡關一下就忘記以前i
07/15 13:03, 31F
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07/15 13:03, 3年前 , 32F
皇怎麼虐爆台積電的啊？euv後重新振作要虐台積電小
07/15 13:03, 32F
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07/15 13:03, 3年前 , 33F
事而已
07/15 13:03, 33F
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07/15 13:06, 3年前 , 34F
推樓上
07/15 13:06, 34F
※ flylee:轉錄至看板 Stock 07/15 13:07
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07/15 13:11, 3年前 , 35F
牙膏最賺錢的就fab了 誰跟你在那邊外包
07/15 13:11, 35F
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07/15 13:17, 3年前 , 36F
GG：喔，下單啊。
07/15 13:17, 36F
噓
07/15 13:30, 3年前 , 37F
說外包的有事嗎 ？Intel的場都在美國本土，說丟就丟
07/15 13:30, 37F
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07/15 13:30, 3年前 , 38F
一下子就是上下幾萬人失業
07/15 13:30, 38F
還有 187 則推文
還有 2 段內文
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07/15 18:07, 3年前 , 226F
反觀 ICL/TGL 15W~25W只配4核，大概就有些問題
07/15 18:07, 226F
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07/15 18:07, 3年前 , 227F
當然，這只是猜猜
07/15 18:07, 227F
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07/15 18:12, 3年前 , 228F
TGL 不上8核，不是良率有狀況，就是耗電有狀況
07/15 18:12, 228F
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07/15 18:13, 3年前 , 229F
成本有狀況拉 垃圾GPU佔太多空間
07/15 18:13, 229F
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07/15 18:15, 3年前 , 230F
u系gpu沒辦法砍，然後據說超過150mm良率不能看
07/15 18:15, 230F
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07/15 18:16, 3年前 , 231F
良率低，所以塞GPU，因為GPU的小單元容易disabled
07/15 18:16, 231F
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07/15 18:35, 3年前 , 232F
07/15 18:35, 232F
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07/15 18:35, 3年前 , 233F
美國政府打算提供20B的補助給美國晶圓廠
07/15 18:35, 233F
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07/15 18:35, 3年前 , 234F
文內提到 Intel 抗議其他國家的競爭者得到不公平的
07/15 18:35, 234F
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07/15 18:35, 3年前 , 235F
政府補助
07/15 18:35, 235F
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07/15 18:35, 3年前 , 236F
lol 落入凡間的 intel
07/15 18:35, 236F
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07/15 18:37, 3年前 , 237F
4c+96eu 146mm，8c+32eu也是14x mm
07/15 18:37, 237F
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07/15 18:38, 3年前 , 238F
6c+96eu大概要160mm
07/15 18:38, 238F
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07/15 18:38, 3年前 , 239F
台灣和南韓的確給GG和三星很多補助，只是沒想到i皇
07/15 18:38, 239F
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07/15 18:39, 3年前 , 240F
也淪落到要和政府要補助了，嘆，fab派該死
07/15 18:39, 240F
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07/15 18:47, 3年前 , 241F
反正就計畫趕不上變化 當初沒打算放更多核所以去衝
07/15 18:47, 241F
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07/15 18:48, 3年前 , 242F
gpu 早就來不及改了 接下來也乖乖直接丟出去 要黏
07/15 18:48, 242F
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07/15 18:48, 3年前 , 243F
大家來比誰會黏
07/15 18:48, 243F
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07/15 18:49, 3年前 , 244F
不過還是一樣的問題 塞一堆核心到底能幹嘛 大部分
07/15 18:49, 244F
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07/15 18:49, 3年前 , 245F
程式平行化還是不行
07/15 18:49, 245F
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07/15 18:50, 3年前 , 246F
但是AMD已經開啟泥巴戰了 只有尬廣跟上的選項
07/15 18:50, 246F
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07/15 18:52, 3年前 , 247F
fab才是本業，ic design是附帶的 XD
07/15 18:52, 247F
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07/15 18:53, 3年前 , 248F
但做代工做的很爛 說本業也很微妙
07/15 18:53, 248F
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07/15 18:54, 3年前 , 249F
不過核心還是被fab掌權只能這樣思考
07/15 18:54, 249F
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07/15 18:59, 3年前 , 250F
反正再繼續爛下去就等著被AMD和ARM吃掉市場吧
07/15 18:59, 250F
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07/15 19:56, 3年前 , 251F
蘇媽:其實我也沒想到ZEN這麼強
07/15 19:56, 251F
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07/15 20:16, 3年前 , 252F
米蘭年底就有惹，蘇媽要去555惹，海思GG
07/15 20:16, 252F
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07/15 20:46, 3年前 , 253F
555?什麼意思，是華為GG嗎?
07/15 20:46, 253F
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07/15 20:49, 3年前 , 254F
樓下bubunana，我就表演自含
07/15 20:49, 254F
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07/15 23:12, 3年前 , 255F
b大在樓上，你可去了
07/15 23:12, 255F
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07/15 23:58, 3年前 , 256F
1句話翻譯： All in GG 台積電發大財
07/15 23:58, 256F
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07/15 23:59, 3年前 , 257F
NV那自己白癡，想跟三星勾搭壓價
07/15 23:59, 257F
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07/15 23:59, 3年前 , 258F
台積電根本不想理你 排隊這麼長
07/15 23:59, 258F
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07/16 00:00, 3年前 , 259F
Jim keller內心話：我可設計很強核心
07/16 00:00, 259F
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07/16 00:00, 3年前 , 260F
但配合台積電才能控制功耗溫度
07/16 00:00, 260F
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07/16 00:00, 3年前 , 261F
然後就被趕走了XD
07/16 00:00, 261F
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07/16 00:02, 3年前 , 262F
華為訂單被排除，AMD順手吃下產能
07/16 00:02, 262F
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07/16 01:09, 3年前 , 263F
Sharkbay的推文又被光速轉錄了
07/16 01:09, 263F
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07/16 01:09, 3年前 , 264F
07/16 01:09, 264F
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07/17 14:22, 3年前 , 265F
07/17 14:22, 265F
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