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AMD Zen 2 (Ryzen 3000) - *** NO COMPETITOR HINTING ***

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Fixed it for you.

Threadripper is not going anywhere. AMD are just shifting consumer media focus to Ryzen 3000.

Apparently 3rd gen Threadripper's been pushed back to 2020 nothing more. It makes sense with mainstream Ryzen going upto 12 or 16 cores as they'll need the Threadripper offerings to stand out more than usual so maybe they need to do more than just cherrypick cores.
 
Soldato
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Apparently 3rd gen Threadripper's been pushed back to 2020 nothing more. It makes sense with mainstream Ryzen going upto 12 or 16 cores as they'll need the Threadripper offerings to stand out more than usual so maybe they need to do more than just cherrypick cores.
Perhaps, but Threadripper isn't about the cores though, it's all the extra stuff like a boatload of PCIe lanes, ECC RAM support, 10Gb networking and all the workstation end kit you can slap on. AM4 doesn't have any of that, even at the stupid top end. And even if it was purely about the cores, Threadripper can potentially go up to 64 of them (although that means 2 chiplets are sharing a memory channel), which straight away differentiates it from AM4.

If Threadripper has been pushed back because of market segemtn crossover, it's more likely they're avoiding EPYC, but even then the server kit is different with its 8 channel memory and frugal power consumption.

And I still maintain you don't need to cherry pick chiplets for Threadripper, you can actually build monster packages with comparatively duff cores.
 
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A whole ton of stuff on AMD Rome and Milan:
https://www.reddit.com/r/AMD_Stock/..._from_semiaccurates_cc_with_susquehanna_this/

With a quick peruse!

  • AMD's Rome has already been shipping to big customers, and will launch in "a few weeks".

  • Rome delivers a 1.6x performance delta over INTC's current and for the next year Cascade Lake.

  • INTC's Ice Lake in the second half of 2020 will deliver a 1.5x gain.

  • But it will be competing then with AMD's "Milan", which raises the bar significantly: ~ 2X Cascade Lake.

  • AMD will have a 50 to 60% server CPU performance advantage until at least late 2021.

AMD Milan will have an amazing 15 chiplets.

:eek: Intel are kerfuied

With higher yields and lower costs, AMD can clobber Intel with EPYC.

With Rome's memory I/O die, the latency hit of chiplets will now be minimal.

  • All INTC custom foundry customers have bailed, including Cisco, Panasonic, and LG. The entire INTC custom foundry effort was a flaming disaster.

  • This radically decreases the value of any attempt to spin off their fabs, as AMD successfully did in 2007.

Why didn't Google mention using Rome on their Stadia Day? This was part one of a two-part question, and with time running out or Charlie forgetting, they didn't circle back. [My take: It's Rome for the Stadia CPUs, but Google couldn't announce this before Rome launches. Note that on slide #12 on the recently added AMD IR May 2019 Investor Presentation (at http://ir.amd.com), under the Cloud Gaming section, there is an EPYC processor. You get the drift...]

In single threaded applications, INTC is likely to maintain a slight lead, almost close to zero.

That's interesting, it suggest they can't match Intel on clock speed or there is little if any difference in IPC Zen+ to Zen 2.

But AMD will have double the core count.

But also said this...

Charlie can't confirm if Ryzen Gen 3 will launch with 16 cores.

Which is it Charlie?
 
Soldato
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That's interesting, it suggest they can't match Intel on clock speed or there is little if any difference in IPC Zen+ to Zen 2.
But also said this...
Which is it Charlie?
The discussion mostly centres around the server market, i.e. EPYC and Xeon, where AMD will have double the core count for quite a while based on what we know. The clock speed deficiency of Ryzen also does not apply to EPYC, where clock speeds are intentional low to fit in strict TDP envelopes.
 
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