Fake news, click bait analysts and leaks/Investing using online research and paid subscriptions
First Digitimes reported that due to popularity of TSMC's 7 nm process, production lead time has been increased from two months to six months. This was then picked up by many websites, culminating in such Marketrealist article as “AMD falls on fears of a 7 nm supply shortage”. Never mind that nowhere in the original… Continue reading 9/19/19 Rumor of AMD Supply Restraint with TSMC
AMD will launch Rome on August 7th, 2019. However, there has been no additional information regarding any details. If there will be a staged presentation live in SF, one would think there will be more of an announcement by now. Perhaps it will be a online release of specs and more info on partners etc.… Continue reading 8/6/19 Waiting For Rome
AMD's Epyc 2 (codename Rome) has eight 7 nm chiplets, each has eight cores. See image below. Epyc 2 (Rome) AMD's Zen 2 as shown by Lisa Su at 2019 CES also showed an eight core 7 nm chiplet, with the potential of adding a second eight core chiplet on the same CPU. See image… Continue reading 3/30/19 AMD Chiplets!
