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Zen 3 presentation finally happened, and it is fair to say it met very high expectations. Per AMD, it has 19% increase in IPC, which is better than the consensus of around 12-15% increase. As rumored, Zen 3 now has 8 cores CCX. This significantly decreased latency, as opposed to the previous 4 cores CCX… Continue reading October 9, 2020 Zen 3 and Xilinx!
Charlie Demerjian of Semiaccurate held another conference call with Susquehanna Group on 12/19/19, as announced on Twitter, here. He backed up what he had written on his blog previously, mainly how bad Intel is doing with their 10 nm and 7 nm processes. Reddit user Long_on_AMD did an excellent summary, here. Poor yield is a… Continue reading 12/20/19 Intel Circles the Drain
https://www.reddit.com/r/AMD_Stock/comments/bll3pp/notes_from_semiaccurates_cc_with_susquehanna_this/ Charlie Demerjian of SemiAccurate did a conference call with Susquehanna today. A Reddit user Long_on_AMD did an excellent job making a long list of all the pertinent highlights. Here are just some of the points: Intel's 10 nm effort will be a slow rollout, paper launch, and capacity is constrained because only one or… Continue reading 5/6/19 SemiAccurate Conference Call AMD 28.22 to 27.42
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