The best cores are heading into the low power “T” parts and potentially low end enterprise, though it looks unlikely the demand will be high for those. Intel could probably squeeze some extra margin out of those cores.
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AMD demonstrates Ryzen 9 5900X prototype with 3D V-Cache stack chiplet design
- Thread starter RavenXXX2
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The best cores are heading into the low power “T” parts and potentially low end enterprise, though it looks unlikely the demand will be high for those. Intel could probably squeeze some extra margin out of those cores.
Caporegime
2021
Apple: 25.4%
AMD: 9.2%
2019
Apple 24%
AMD 4%
AMD are constantly asking for more capacity at TSMC, TSMC are building more and they will get it.
Soldato
It just shows people should not be sleeping on apple!!2021
Apple: 25.4%
AMD: 9.2%
2019
Apple 24%
AMD 4%
AMD are constantly asking for more capacity at TSMC, TSMC are building more and they will get it.
2021
Apple: 25.4%
AMD: 9.2%
2019
Apple 24%
AMD 4%
AMD are constantly asking for more capacity at TSMC, TSMC are building more and they will get it.
Yeah, AMD are pretty major customer of TSMC, but not according to Joxen of course. 5%
That won’t include the Xilinx allocation and I’m not sure about the console situation either.
Caporegime
Apple will always have the lions share, with a bout a billion Apple devices world wide sold every year and all of it made at TSMC.
But increasingly AMD are in a situation where if they could make more they would sell more and TSMC are not going to ignore that because the more AMD sell the more money TSMC make, its really not just all about Apple, TSMC are building more capacity and a chunk of it will go to AMD.
But increasingly AMD are in a situation where if they could make more they would sell more and TSMC are not going to ignore that because the more AMD sell the more money TSMC make, its really not just all about Apple, TSMC are building more capacity and a chunk of it will go to AMD.
Soldato
Sounds brilliant
Im not sure Apple will unless they expand into new markets. In terms of potential growth AMD has a further way to go before reaching market saturation.
Caporegime
Hey Jonney 
Caporegime
Every major hyper scaler is now using or wanting AMD's servers, there aren't enough of them being made to keep up with demand, AMD have 4 CPU's in retail because they can't supply a wider range, GPU's... Consoles, SoC's for cars, the Steam Deck, Samsung Phones.... all under-supplied. given the capacity AMD could double that 9.2% and TSMC know it.
Caporegime
Its crap, uses way too much power, too difficult to cool and you can't stick it on a $150 board if such a thing even exited on the Intel side.
Forget about the 12900 anything, the 12700K is the best CPU you can get right now, but even that has its problems.
Caporegime
Actually scratch that ^^^^ i would plumb for the 12600K now.
In order to build that capacity, TSMC will want contractual commitments for orders from AMD, and AMD in turn will want contractual commitments that the new capacity will be assigned to them and not be bumped to others (such as Intel, no matter how much they offer to pay). AMD and TSMC see themselves as partners to grow both their businesses into the future.
I don't think TSMC views any Intel business as anything more than a desperate (but rich) transient customer, and Apple have always been mercurial as to where they get their next stuff contracted from.
Yeah, we have all sorts of Zen parts on back order. I can see AMD doubling output over the next decade.
Caporegime
Yeah.
TSMC's packaging technology was very much built off the back of AMD's knowledge and R&D, this is how they partner, they are growing their technologies together. Its symbiotic.
Who sleeps on Apple? Apple sells 20 million high end phones a year, all built on the latest TSMC node. Apple also sells laptops and desktops and tablets built by TSMC, as well as smart watches and headphones. Apple has a very broad portfolio of products that continues to grow, they shall continue to remain TSMC's biggest customer for the foreseeable future.
In the last 12 months or so, AMD has been ripping Intel in sales volume of consumer desktop components as well as lots of consoles and yet they still can't even reach half of what Apple does
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Soldato
Lots of people are willing to pay the price of getting into bed with them, though.
Eventually, this will be you:
https://www.youtube.com/watch?v=DxWkfJ4uvV0
https://www.techpowerup.com/290135/amd-will-give-a-glimpse-of-zen4-core-at-ces-2022-presentation
So, an announcement of an announcement. Should be getting some news about Zen3D on 4th Jan.
"With regards to the upcoming generation, I point to CES in January. We couldn't be more excited to be rolling out some additional details on our new product launches. It will deliver phenomenal experiences and as we’ve said publicly, later in the year as it progresses we’ll share more detail on Zen 4," Papermaster said. "We'll talk a bit about Zen 4 at CES and then you'll see a rolling set of announcements over the course of 2022 on our next CPU family and across the board on PC, gaming, and server. 2022 is shaping up to be an incredibly exciting year for AMD."
This reads like they are reluctant to discuss details of Zen 4 for most of 2022, I suppose that is to be expected they are launching 2 generations potentially within a year of each other.
I wonder how much availability of DDR5 will be a factor in the launch date of Zen 4?
So, an announcement of an announcement. Should be getting some news about Zen3D on 4th Jan.
"With regards to the upcoming generation, I point to CES in January. We couldn't be more excited to be rolling out some additional details on our new product launches. It will deliver phenomenal experiences and as we’ve said publicly, later in the year as it progresses we’ll share more detail on Zen 4," Papermaster said. "We'll talk a bit about Zen 4 at CES and then you'll see a rolling set of announcements over the course of 2022 on our next CPU family and across the board on PC, gaming, and server. 2022 is shaping up to be an incredibly exciting year for AMD."
This reads like they are reluctant to discuss details of Zen 4 for most of 2022, I suppose that is to be expected they are launching 2 generations potentially within a year of each other.
I wonder how much availability of DDR5 will be a factor in the launch date of Zen 4?
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Caporegime
Just been busy with stuff - didn't realise a month had passed! Thanks for the mention though!
