AMD announce EPYC

[LePhuronn]

Yet only a year ago Pat was saying AMD had a good run, but it is now over. Talk about counting your chickens, maybe he's been taking advice from Raja K.

Raja is a crazy-eyed hype man who sometimes let his mouth get himself into trouble. Pat always struck me as an outright liar, nothing he's ever said has ever felt even remotely realistic. I wouldn't be surprised if shareholders ask for his head.

And now Arc is apparently cancelled too.

 

[tommoT.Striker]

Intel finally admitting they are knackered for 3+ years

"Intel's CEO Pat Gelsinger announced that he expects the company to continue to lose its market share to AMD as the competition has "too much momentum" going for it. AMD's Ryzen and EPYC processors continue to deliver power and efficiency performance figures, which drives customers towards the company."

"Competition just has too much momentum, and we haven't executed well enough. So we expect that bottoming. The business will be growing, but we do expect that there continues to be some share losses. We're not keeping up with the overall TAM growth until we get later into '25 and '26 when we start regaining share, material share gains."

Yet only a year ago Pat was saying AMD had a good run, but it is now over. Talk about counting your chickens, maybe he's been taking advice from Raja K.

I imagine when Pat first got there he figured he needed to get the pep, the fire back into Intel very publicly and with that came some bullish rubbish. Now comes the realism. AMD aren't going anywhere and aren't going to sit still and watch Intel whilst they painfully fix their problems with execution and delivery of products.

AMD might be focusing their consumer products on a tighter range, with less low-end options but that's because they're busy eating into Intel's biggest profits.

 

[LePhuronn]

AMD might be focusing their consumer products on a tighter range, with less low-end options but that's because they're busy eating into Intel's biggest profits.

I'd also argue that given AMD seem to continue to produce their previous-gen consumer CPUs for quite a while after the new stuff comes out, their "lower-end options" is, in fact, their previous gen.

 

[Journey]

Not sure if any of you have been attention to the latest EPYC Genoa launch details, but there are some amazing specs and performance on the new platform.

 

[Journey]

Interesting article below.


Delay in Mass Production of New Intel Products a Boon for AMD, Proportion of AMD x86 Server CPUs Forecast to Exceed 22% in 2023, Says TrendForce

"According to the latest TrendForce research, the mass production schedule of new Sapphire Rapids products has been delayed due to the poor yield rate of the Intel 7 process. At present, the production yield rate of Sapphire Rapids is estimated at only 50~60%, which affects mainstream Sapphire Rapids MCC products. The company’s mass production planning has been deferred from 4Q22 to 1H23. This delay in the mass production schedule not only affects the ODM material preparation cycle, but also greatly reduces the proportion of OEMs and CSPs introducing Sapphire Rapids this year. AMD will be the biggest beneficiary. We estimate the market share of AMD x86 server CPU to be approximately 15% in 2022 and rise to 22% in 2023.

AMD has been seeing greatly improved capacity of ABF since 2H21. At the same time, more and more end customers have escalated requirements for energy consumption reduction. Considering the total cost of the server (TCO), they have begun to favor single-socket servers. TrendForce believes that the change in customer demand will enable AMD to break through the bottleneck created by a 2-socket solution, boosting the company’s overall shipments.

In addition to weak demand in the general environment, Intel is also facing continual shortages of low-end FPGA, which affects its dual-socket CPU orders, as well as facing pressure such as weakening demand in terms of government tenders and inventory control policies at OEMs. In addition, the high-end computing chip market has borne the brunt of the recent ban imposed by the U.S. Department of Commerce and shipments of customized chips from Intel and AMD are indeed under pressure. If the conflict between China and the United States intensifies in the future, Intel's dominance in the server CPU market may be a double-edged sword, implying a more serious impact than AMD.

ESG is included in corporate procurement indicators, driving demand for single-socket servers

Intel's new product mass production schedule has been delayed. It can be seen from ODM orders that major CSPs have increased their reliance on AMD. Since the overall server cost of AMD Milan is lower than that of Intel Ice Lake, AMD Milan features better RDIMM scalability and number of SSD channels. Unlike Intel's standard dual-socket design, AMD can achieve the performance required by customers as well as effectively helping customers save more capital expenditure.

In the short term, the market share of Intel x86 server CPU shipments has dropped by nearly 6% in the past two quarters compared with the same period last year, primarily due to a significant migration of orders from US-based CSPs. Among these orders, AMD Milan-X shipments stimulated stocking momentum from US-based CSPs such as Microsoft and Meta. Furthermore, supply of Lattice CPLDs required by 2-socket servers with Intel CPUs remains tight and customers are also switching to AMD due to concerns regarding supply. In the long run, as corporations and governments successively included ESG indicators into their procurement considerations, energy conservation performance will become key in procurement decisions. Therefore, TrendForce believes that AMD will see rapid growth in 2023. The market share of AMD x86 server CPU shipments is estimated to reach 25% in 4Q23, with an annual increase of 7% in 2023."

 

[humbug]

Interesting article below.


Delay in Mass Production of New Intel Products a Boon for AMD, Proportion of AMD x86 Server CPUs Forecast to Exceed 22% in 2023, Says TrendForce

"According to the latest TrendForce research, the mass production schedule of new Sapphire Rapids products has been delayed due to the poor yield rate of the Intel 7 process. At present, the production yield rate of Sapphire Rapids is estimated at only 50~60%, which affects mainstream Sapphire Rapids MCC products. The company’s mass production planning has been deferred from 4Q22 to 1H23. This delay in the mass production schedule not only affects the ODM material preparation cycle, but also greatly reduces the proportion of OEMs and CSPs introducing Sapphire Rapids this year. AMD will be the biggest beneficiary. We estimate the market share of AMD x86 server CPU to be approximately 15% in 2022 and rise to 22% in 2023.

AMD has been seeing greatly improved capacity of ABF since 2H21. At the same time, more and more end customers have escalated requirements for energy consumption reduction. Considering the total cost of the server (TCO), they have begun to favor single-socket servers. TrendForce believes that the change in customer demand will enable AMD to break through the bottleneck created by a 2-socket solution, boosting the company’s overall shipments.

In addition to weak demand in the general environment, Intel is also facing continual shortages of low-end FPGA, which affects its dual-socket CPU orders, as well as facing pressure such as weakening demand in terms of government tenders and inventory control policies at OEMs. In addition, the high-end computing chip market has borne the brunt of the recent ban imposed by the U.S. Department of Commerce and shipments of customized chips from Intel and AMD are indeed under pressure. If the conflict between China and the United States intensifies in the future, Intel's dominance in the server CPU market may be a double-edged sword, implying a more serious impact than AMD.

ESG is included in corporate procurement indicators, driving demand for single-socket servers

Intel's new product mass production schedule has been delayed. It can be seen from ODM orders that major CSPs have increased their reliance on AMD. Since the overall server cost of AMD Milan is lower than that of Intel Ice Lake, AMD Milan features better RDIMM scalability and number of SSD channels. Unlike Intel's standard dual-socket design, AMD can achieve the performance required by customers as well as effectively helping customers save more capital expenditure.

In the short term, the market share of Intel x86 server CPU shipments has dropped by nearly 6% in the past two quarters compared with the same period last year, primarily due to a significant migration of orders from US-based CSPs. Among these orders, AMD Milan-X shipments stimulated stocking momentum from US-based CSPs such as Microsoft and Meta. Furthermore, supply of Lattice CPLDs required by 2-socket servers with Intel CPUs remains tight and customers are also switching to AMD due to concerns regarding supply. In the long run, as corporations and governments successively included ESG indicators into their procurement considerations, energy conservation performance will become key in procurement decisions. Therefore, TrendForce believes that AMD will see rapid growth in 2023. The market share of AMD x86 server CPU shipments is estimated to reach 25% in 4Q23, with an annual increase of 7% in 2023."

That will put Intel down to about 65% share with AMD at 25% and ARM at 10%.

Given that Intel margins are also lower than AMD's its not looking good for Intel, oh sure they will be fine but the fact is Intel expenditure is vastly higher than AMD's.

Intel are losing their grip.

 

[pete910]

Intel really need to get and answer out the door (Sapphire Rapids?) , Single 32core EPYC 9374F besting 2 40 core Xeon 8380 Platinum CPUS

AMD EPYC 9374F Linux Benchmarks - Genoa's 32-Core High Frequency CPU Review - Phoronix

www.phoronix.com

 

[Journey]

Intel really need to get and answer out the door (Sapphire Rapids?) , Single 32core EPYC 9374F besting 2 40 core Xeon 8380 Platinum CPUS

AMD EPYC 9374F Linux Benchmarks - Genoa's 32-Core High Frequency CPU Review - Phoronix

www.phoronix.com

They are due in limited quantities in Q1 '23, but Intel have already said they don't expect to be competitive until 2025 in the server space.

 

[pete910]

They are due in limited quantities in Q1 '23, but Intel have already said they don't expect to be competitive until 2025 in the server space.

Thought their server parts was due very soon for some reason.

 

[humbug]

Thought their server parts was due very soon for some reason.

Intel keep saying Sapphire Rapids is just around the next corner, it never is.

 

[pete910]

Intel keep saying Sapphire Rapids is just around the next corner, it never is.

Could be stuck on a roundabout!

 

[Journey]

Thought their server parts was due very soon for some reason.

Here's a link with some info from the horses (Pat's) mouth saying how they will be losing market share until 2025.

 

[humbug]

Could be stuck on a roundabout!

I think Intel are still in the mindset that if they keep citing launch dates or time frames they can get people to hold off going AMD, because that is something that works, but they have done that to such an extent and for so long now they look grossly incompetent and certainly untrustworthy.

 

[humbug]

Intel really need to get and answer out the door (Sapphire Rapids?) , Single 32core EPYC 9374F besting 2 40 core Xeon 8380 Platinum CPUS

AMD EPYC 9374F Linux Benchmarks - Genoa's 32-Core High Frequency CPU Review - Phoronix

www.phoronix.com

Intel® Xeon® Platinum 8380 Processor (60M Cache, 2.30 GHz) - Product Specifications | Intel

Intel® Xeon® Platinum 8380 Processor (60M Cache, 2.30 GHz) quick reference with specifications, features, and technologies.

www.intel.co.uk

40 cores 80 threads at 270 watts.
Two of those, so:

80 cores 160 threads at 500 watts +

Vs

https://www.amd.com/en/products/cpu/amd-epyc-9374f

32 cores 64 threads at 320 watts and it wins.

Intel are about 4 generations behind.

 

[Journey]

AMD Now Powers 101 of the World's Fastest Supercomputers

AMD scores more EPYC supercomputer wins.

www.tomshardware.com

Interesting read

 

[LePhuronn]

Here's a link with some info from the horses (Pat's) mouth saying how they will be losing market share until 2025.

So much for AMD are in the rear view mirror, eh Pat?

 

[Journey]

So much for AMD are in the rear view mirror, eh Pat?

Yes but objects in the mirror may appear further away than in reality.

 

[jigger]

Yes but objects in the mirror may appear further away than in reality.

Intel driving in reverse.

 

[Journey]

Looks like Pat might regret his pay package, especially after seeing AMD speeding off into the distance.

Intel makes it harder for Gelsinger to earn beaucoup bucks

Shares have already been moving in the wrong direction for Gelsinger's stock awards

www.theregister.com

 

[humbug]

Looks like Pat might regret his pay package, especially after seeing AMD speeding off into the distance.

Intel makes it harder for Gelsinger to earn beaucoup bucks

Shares have already been moving in the wrong direction for Gelsinger's stock awards

www.theregister.com

The TLDR...

They changed how Pat Gelsinger gets paid his performance based bonuses.

As a result.

To outline how this makes it harder for Gelsinger to receive payouts for these awards, let's consider that Intel's stock price closed at $29.67 today. That is less than half the $61.81 stock price Intel had when Gelsinger became CEO on February 2021.

That means Gelsinger must work some real magic to get shareholders absolutely hyped so that he can earn his performance-based stock options, which requires Intel's shares to hit at least $74.47 in a few years. To vest his stock units, Intel's stock price must hit even higher, at $148.95. And shares must hold at that level or higher for triple the amount of time.

Their stocks must hit $149 per share and hold that or higher for 90 days before Pat can cash in on his benefits.
They are currently at $29, and still falling, i might add... the highest they have ever been was back in 2000 at $74.

That is unachievable levels of pressure they have put on Pat, it shows how unhappy the BoD are with Intel right now.