RX 7900XT, 15,360 cores, MCM, Tapeout Q4

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Pinch of salt rumour.

To put it in to perspective the RX 6900XT has 5120 cores. so this is exactly X3.

https://www.hardwaretimes.com/amd-r...-navi-33-7800-xt-to-be-taped-out-in-q4-rumor/

 

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I bet that card should be cheap too?

Consumers haven't respected AMD cards for a long time and being acceptable just cements the second best image.

No reason not to take some Ryzen money and bash Nvidia over the head with it. Can't make things any worse.

Exactly, also being first with an MCM design they can knock out a massive unattainable 15K + core halo GPU as a giant middle finger to Nvidia, just as they did and still are doing to Intel.

If you have the chart topping GPU its worth more in mindshare than pretty much anything, Nvidia understand this, its why they keep pushing the size of GPU's to new heights. With MCM AMD have an opportunity to crush Nvidia. Effectively 3 6900XT's.
Pair that later with 3X chiplet 24 core 48 thread mainstream Zen 4 CPU and AMD look like the top dog out of the 3.
That's what brings people to your brand.

Hey guys listen, we do all the consoles, including the new Steam Deck, do you have a Samsung phone? our chips in that, drive a Tesla? yup the computer in that is ours too, now look at our GPU's and CPU's, they are the fastest on earth.

 

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Navi 31, RDNA3. RX 7900XT.
7,680 ALU's per GDC (Graphics Core Die) X2 for a total of 15,360 ALU's, the 512MB MCD in the middle is like a giant L3 Cache bridge connecting the two dies together. Think Zen 1 only in 3 separate pieces of silicon.
A 6900XT has 5120 ALU's.

https://twitter.com/Olrak29_/status/1419702500945371150

 

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AMD just made record margins and profits. Its quite clear any production/shipping price increases have been swamped by the price increases in their own products. No different than Intel or Nvidia it appears!

From 46% to 48% margins, off the back of $3.85 Billion with just short of $900 Million free Cash flow for this quarter, that's up 25% over last quarter and up 99% over the same quarter last year.

So yes, however they are selling more to OEM's and Consoles.

Their R&D cost has also gone up 40%, no doubt preparing RDNA3, Chips for Tesla Cars, Samsung Mobile and Steam Deck for Q3, 4 and Q1 2022 at which point they are forecast to break $20 Billion annual revenue, its $16 to $17 Billion for 2021.

AMD are still growing, rapidly, but given its at 2 percentage points margin growth and with all the new products AMD are expanding into i would argue while yes prices have gone up but its more about that expansion, Intel's margins are still falling, they admit its due to tougher competition, from who is that?

Competition is good but its tainted by a lot of craziness right now, as we all know, and that competition is NOT yet secured because while AMD are growing to a $20 Billion revenue company Intel are still racking in $70 Billion and until AMD become a whale of similar size they are still prey.

 

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The 5800X is a better CPU than the 11900K, and with it the 11700K, the later of which is the same price as the 5800X.

The 5600X, a fantastic CPU is £240, don't forget 4 core 8 thread CPU's used to cost £350.

Yes right now Intel have better sub £175 CPU's, the 11400F is a brilliant £150 CPU, but try and find one, this is what Intel do, its what they did with all the Pentium G CPU's, get them on the bar charts, get everyone talking about Intel and then stop making them, why? Because actually having £150 CPU's that perform like £250 CPU's is really bad for your bottom line.

You know what Intel did to AMD the first time AMD overtook Intel, AMD could not defend them selves from that onslaught and it contributed to their near bankruptcy, AMD need to bulk up before they really go on the attack.

 

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Is @Dave2150 still plucking figures out of thin air?
20:1 is 5%, yet AMD have around 20%.
50:1 would be 2%.
Pure fiction.

He, just..... i don't know.

 

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I was a little confused reading that from @Grim5 but let it slip my mind, because, well, i must have misunderstood it, right?

AMD does and has supported VRR over HDMI since its inception.
There are literally 100X more Free-Sync screens now than G-Sync.
Your problem, probably, is that you have an early G-Sync screen which has a silly chunk of hardware in it that locks it to Nvidia.

 

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The newer Gsync modules support Freesync.

Gsync modules? That's odd, as far as i was aware G-Sync / Free-Sync are the same screens now not because Nvidia's G-Sync Modules support Free-Sync, but because Nvidia did away with the modules to take up Free-Sync, they still call it G-Sync but they have no modules in those screens.

 

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I hoenstly doubt RDNA3 will be on 5nm - i`ll hedge its on 7nm+. Also GloFo are a major tier 1 supplier for AMD - without them, Ryzen wouldnt exist.

What makes you say that? 5nm has been in mass production since Q3 last year, The rumour is AMD start initial production of RDNA3 in Q4, so its design complete and they are producing chips but that doesn't mean they will hit the market weeks later, its probably 3 to 6 months to test the final production product, build up enough stock for a launch and turn them in to actual GPU's to sell on mass.

RDNA3 is two 7,680 shader dies, compare that with the 6900XT at 5,120 shders, that's how you get 3X the number of shaders, 15,360, 7nm, + or not is not dense enough to make GPU dies with 50% more shaders, the size and power consumption probably wouldn't allow it, they have to be 5nm.

 

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@Harlequin could be right by how the following is worded.

Lisa Su during the recent Investors Call

How do you read that, is it because she said "And our RDNA3 GPU's" after talking about Zen 4 being on 5nm?

Because Apple have N5 tied up till 2022, literally 90% of the entire node. Actually i think AMD will use N6 (5 layer EUV version of N7 - N7P isnt compatible with N7, but N6 is). It`ll be Q3 2022 before anyone gets anything more than early production on N5 once Apple fully moves away to N3 Intel and Apple tipped to be the first to adopt TSMC's N3 node-based chips | TechSpot

Is this a fact? Are Apple really using "literally 90% of the entire node" or is that just something you're assuming because its Apple and any extreme you can think of must be true?

 

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Bless you, you really are upset now.

Apple Books TSMC's Entire 5nm Production Capability - ExtremeTech

Now shhh i`ll await your apology.

Tech journalist click bait headlines.

TSMC are growing their N5 output every month, you don't think that in 6 months TSMC can't put aside some of that growth for their second largest partner?

 

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I guess it could be a weaselly way a CEO, lawyer, or politician would have to word it if RNDA3 is not 5nm.
If that reading is accurate, then the statement:

is borderline miss-leading though. Now if there was a comma before the and it would be far clearer.

It could also just be disjointed rambling. she wanted to make an emphasis on Zen 4 and rambled RDNA3 in as an after thought, i haven't listened to the to the conference call, doing that might make clear in speech what isn't in text.

 

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Zen 2 (Ryzen 3000 CPU's) and RDNA1 ( RX 5000 GPU's) were made along side Apple chips on the same N7 node. and lots of them.

 

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Huawei 5nm commitment has gone to Qualcomm, AMD are at 5% of total 5nm output for H1 2021 leading to H2, when the constrained supply at the fab will start to ease as Apple moves to N3. AMD are taking as much of Apple 7nm capacity as they ramp to 5nm; however

TSMC Manufacturing Update: N6 to Match N7 Output by EOY, N5 Ramping Faster, Better Yields Than N7 (anandtech.com)

AMD want 7nm for interposers (currently at GloFo on 12nm) , which will use that new capacity, higher clocks will come from 6nm EUV for the GPU`s.

Huawie here being HiSilicon, as it written in all these articles, was dropped at N7 already, that capacity was split between Qualcomm and AMD

https://www.extremetech.com/computi...ization-improves-on-orders-from-amd-hisilicon

After skimming over it, i don't see anything written in your Anand article which states HiSilicon now cancelled N5 allocation was given to Qualcomm, what it does say about Qualcomm is that they are using N6.

 

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How likely are thinking this thing is actually 2.5x a 6900XT? And any predictions for the price and performance of the 7800XT?

In performance terms, probably that at best, i think the prediction is 2.2 to 2.4X.

7800XT predicted to be 30 to 40% faster than the 6900XT, which with 50% more cores seems about right, +35%.

I think to keep the power down the two die that make up the 7900XT will be lower clocked, probably to 2Ghz flat, 200 Watts each to make 400 Watts, 450 Watts board power, the 7800XT would be clocked in the usual 2.4Ghz.

The 6900XT is 300 Watts board power, the RTX 3090 is 350 Watts board power.