Author: mawenkili

5/31/19 Ryzen Motherboards Galore, All Premium! AMD 28.03 to 27.41

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https://wccftech.com/amd-x570-flagship-motherboards-msi-asus-aorus-asrock/ https://www.anandtech.com/show/14396/msi-unveils-its-meg-x570-ace-motherboard-black-and-gold-for-amd-50 https://www.anandtech.com/show/14432/gigabyte-unveils-it-s-flagship-x570-aorus-xtreme-16-phase-for-ryzen-3000 Of note, this Gigabyte motherboard is passively cooled. https://www.asrock.com/mb/AMD/X570%20Taichi/ All these motherboard support is a distinct departure from the initial Ryzen launch. Now motherboard makers are investing in making these high end premium boards. This bodes well for Ryzen 3!

5/28/19 Epyc 4 is Genoa! AMD 26.44 to 29.05

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https://www.anandtech.com/show/14419/amd-confirms-zen-4-epyc-codename-and-elaborates-frontier-cpu Epyc 4 is Genoa. Frontier will use special chip rumored to have 15 chiplets, with GPU chiplets added to the CPU and I/O dies. This can then be sold to the general market as well. AMD is advancing rapidly with their architecture! https://www.pcgamesn.com/amd/navi-rx-5000-gpu-release-date-performance https://www.pcgamesn.com/amd/ryzen-3000-cpu-overclocking https://www.pcgamesn.com/amd/navi-availability-factory-overclocked-graphics-cards-coolers Rumors are starting to appear on Navi and Ryzen… Continue reading 5/28/19 Epyc 4 is Genoa! AMD 26.44 to 29.05

5/27/19 Lisa Su Rocks Computex!

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Anandtech did a nice live blog of Lisa Su's keynote presentation. https://www.anandtech.com/show/14408/dr-lisa-su-at-computex-2019-amd-keynote-live-blog Epyc. Sixty Epyc platforms. More than fifty cloud instances. Frontier the 1.5 exaflop supercomputer. Microsoft Azure HB Virtual Machines. 1st EPYC HPC Cloud Offering, largest Scale CFD Sim in Cloud, more than 11500 EPYC cores. Demo against Xeon, 2X performance. https://www.anandtech.com/show/14412/amd-teases-first-navi-gpu-products-rx-5700-series-in-july-25-improved-perf Navi. In… Continue reading 5/27/19 Lisa Su Rocks Computex!

5/16/19 Nvidia Blames Pause! AMD 27.58 to 28.01

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Nvidia reported after hours, consisting of a slight revenue beat of $2.2B and earning of $0.88 vs. $0.81, both are well off Q1 from last year. Inventory of $1.43B is still quite high, a little lower than the previous $1.57B, but well above $0.8B average in the past. Datacenter GPU is down somewhat. Some big… Continue reading 5/16/19 Nvidia Blames Pause! AMD 27.58 to 28.01

5/15/19 Epyc in Chinese Exascale Supercomputer AMD 27.32 to 27.58

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The annual meeting this morning did not yield any surprises. Lisa Su stated Ryzen 3, Rome and Navi all due in Q3. While people may be disappointed with that time frame, wishing the launch to be sooner, but with Q2 only half over, AMD likely does not want to ruin sales through end of June.… Continue reading 5/15/19 Epyc in Chinese Exascale Supercomputer AMD 27.32 to 27.58

5/14/19 AMD to Host Next Horizon Gaming at E3 AMD 26.24 to 27.32

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With no news on the trade war front, AMD made a nice recovery today. https://www.anandtech.com/show/14325/amd-to-host-next-horizon-gaming-event-at-e3-2019 AMD announced that they will host the Next Horizon Gaming event at E3 on 6/10/19. It is anticipated that AMD will launch the Ryzen 3/Epyc 2 (Rome) at Computex 2019, and the Navi GPUs at E3. Also, Microsoft will likely… Continue reading 5/14/19 AMD to Host Next Horizon Gaming at E3 AMD 26.24 to 27.32

5/13/19 Xi Jinping the Go (围棋) Player AMD 27.96 to 26.24

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China responds to US higher tariffs by imposing her own tariffs. Market down big, Intel, AMD, Nvidia all down. AMD is down around 10% off its peak this year, or 29 on 4/4/19. Intel is down 24% off its peak of 59 around mid-April. The 59 was rather undeserved, by the way. Nvidia is down… Continue reading 5/13/19 Xi Jinping the Go (围棋) Player AMD 27.96 to 26.24

5/10/19 Trade War With China AMD 27.21 to 27.96

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Trade talk with China did not yield any agreement today. Higher tariff had gone into effect past midnight. Market down, Intel down and Nvidia down as well. AMD went up significantly. This is a very nice dissociation from Intel/Nvidia. Perhaps it is finally sinking in that AMD is eating Intel's lunch for the next few… Continue reading 5/10/19 Trade War With China AMD 27.21 to 27.96

5/9/19 Intel Road map Underwhelming AMD 27.09 to 27.21

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http://intelstudios.edgesuite.net/im/2019/start_a.html It's getting hard for me to keep track of all the Intel Lakes. Suffice to say, Intel's road map was greeted with a giant yawn at Reddit and Twitter alike. The growth rate Intel is promising is also quite lame. Of course Bob Swan being the new CEO might as well set the bar… Continue reading 5/9/19 Intel Road map Underwhelming AMD 27.09 to 27.21

5/8/19 Ryzen Pro in Lenovo’s ThinkPads AMD 26.66 to 27.09

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https://arstechnica.com/gadgets/2019/05/lenovo-adds-amd-ryzen-pro-powered-laptops-to-its-thinkpad-family/ https://news.lenovo.com/pressroom/press-releases/thinkpad-reliability-amd-ryzen-pro-mobile-processors/ AMD is finally getting into notebooks. More importantly, AMD is also getting into corporate/business notebooks with the 2nd gen Ryzen Pro CPUs. This is a very important segment for volume and profitability. Lisa Su did mention that AMD has many design wins in the notebook segment in 2019, a big increase over 2018.