Podcast #502 - Computex coverage and more!

Subject: General Tech | June 7, 2018 - 11:50 AM |
Tagged: xTend, xps, video, Vega, Threadripper, Snapdragon 850, seasonic, scmd, ROG, qualcomm, podcast, Optane, nvidia, microsoft, logitech, Killer Wireless, Isaac, InWin, Intel, i7-8086k, git, fortnite, EPYC, dell, crystal, corsair, CaseKing, asus, aorus, amd, 7nm

PC Perspective Podcast #502 - 06/07/18

Join us this week for discussion on Computex and more!

You can subscribe to us through iTunes and you can still access it directly through the RSS page HERE.

The URL for the podcast is: http://pcper.com/podcast - Share with your friends!

Hosts: Ryan Shrout, Jeremy Hellstrom, Josh Walrath, Ken Addison

Peanut Gallery: Alex Lustenberg

Program length: 1:45:27

Podcast topics of discussion:
  1. Week in Review:
  2. News items of interest:
    1. 1:00:40 ASUS all the things
  3. Picks of the Week:
  4. Closing/outro
 
Source:

Computex 2018: AMD Shows off 7nm Vega Graphics

Subject: Graphics Cards | June 5, 2018 - 11:58 PM |
Tagged: Vega, machine learning, instinct, HBM2, gpu, computex 2018, computex, amd, 7nm

AMD showed off its first 7nm GPU in the form of the expected AMD Radeon Instinct RX Vega graphics product and RX Vega GPU with 32GB of HBM2 memory. The new GPU uses the Vega architecture along with the open source ecosystem built by AMD to enable both graphics and GPGPU workloads. AMD demonstrated using the 7nm RX Vega GPU for ray tracing in a cool demo that showed realistic reflections and shadows being rendered on a per pixel basis in a model. Granted, we are still a long way away from seeing that kind of detail in real time gaming, but is still cool to see glimpses of that ray traced future.

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According to AMD, the 32GB of HBM2 memory will greatly benefit creators and enterprise clients that need to work with large datasets and be able to quickly make changes and updates to models before doing a final render. The larger memory buffer will also help in HPC applications with more big data databases being able to be kept close to the GPU for processing using the wide HBM2 memory bus. Further, HBM2 has physical size and energy efficiency benefits which will pique the interest of datacenters focused on maximizing TCO numbers.

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Dr. Lisa Su came on state towards the end of the 7nm Vega demonstration to show off the GPU in person, and you can see that it is rather tiny for the compute power it provides! It is shorter than the two stacks of HBM2 dies on either side, for example.

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Of course AMD did not disclose all the nitty-gritty specifications of the new machine learning graphics card that enthusiasts want to know. We will have to wait a bit longer for that information unfortunately!

As for other 7nm offerings? As Ryan talked about during CES in January, 2018 will primarily be the year for the machine learning-focused Radeon Instinct RX Vega 7nm GPU, with other consumer-focused GPUs using the smaller process node likely coming out in 2019. Whether those 7nm GPUs in 2019 will be a refreshed Vega or the new Navi is still up for debate, however AMD's graphics roadmap certainly doesn't rule out Navi as a possibility. In any case, AMD did state during the livestream that it intends to release a new GPU every year with the GPUs alternating between new architecture and new process node.

What are your thoughts on AMD's graphics roadmap and its first 7nm Vega GPU?

Source: AMD
Author:
Subject: Editorial
Manufacturer: Intel

2018: A banner year

Intel has a long history of generating tremendous amounts of revenue and income. This latest quarter is no exception. Intel has announced record Q1 revenues for this year and they look to continue that trend throughout 2018. AMD released their very positive results yesterday, but their finances are dwarfed by what Intel has brought to market. The company had revenue of $16.1 billion with a net income of $4.5 billion. Compare this to AMD’s $1.625B revenue and $81M net income we see that the massive gulf between these two companies will not be bridged anytime soon with either Intel falling or AMD gaining.

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Intel has put its money to good use with a wide variety of products that stretch between the PC market and datacenters. While their low power and ultra-mobile strategies have been scaled back and cancelled in some cases, their core markets are unaffected and they continue to make money hand over fist. The company has always been fundamentally sound in terms of finances and they do not typically spend money recklessly. They continue to feature market leading IPC with their product lines and can address multiple markets with the x86 products they have.

Click here to continue reading about Intel's Q1 results!

AMD Announces Q1 2018 Results

Subject: Processors | April 25, 2018 - 09:45 PM |
Tagged: Zen+, Vega, TSMC, ryzen, Results, Q1 2018, Polaris, GLOBALFOUNDRIES, financials, amd, 7nm, 12nm

Today AMD announced their latest financial results for Q1 2018. We expected it to be a good quarter with their guidance earlier this year, but I doubt many thought it would be as strong as it turned out to be. AMD posted revenue of $1.65 billion with a net income of $81 million. This is up from the expected $1.57 billion that analysts expected from what is typically a slow quarter. This is up 40% from Q1 2017 and its $1.18 billion and up 23% from Q4 2017.

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There are multiple reasons behind this revenue growth. The compute and graphics segment lead the way with $1.12B of revenue. The entire year of 2017 AMD had released parts seemingly nonstop since March and the introduction of Ryzen. Q1 continued this trend with the release of the first Ryzen APUs with Vega Graphics introducing the 2000 series. AMD also ramped up production of the newly released Zen+ Ryzen chips and started shipping those out to retailers and partners alike. Initial mobile Ryzen parts were also introduced and shipped with SKUs being also shipped to partners who have yet to announce and release products based on these chips. Finally the strength of the Radeon graphics chips in both gaming and blockchain applications allowed them a tremendous amount of sellthrough throughout 2017 and into 2018. AMD estimates that 10% of the quarter was due to blockchain demand.

Enterprise, Embedded, and Semi-Custom had a revenue of $532 million, which is lower than most analysts expected. Semi-Custom in particular has seen a decline over the past few quarters with the release and saturation of the market of the latest console platforms utilizing AMD designed chips. It appears as though much of the contract is front loaded in terms of revenue with royalties tapering off over time as sales decrease. AMD did have some significant wins, namely providing Intel with Vega based GPUs to be integrated with Intel’s Kaby Lake-G based units. These declines were offset by the shipment of EPYC based processors that are slowly ramping and being shipped to partners to be integrated into server platforms later this year. We have seen a handful of wins from companies like Dell EMC, but AMD is still slowly re-entering the market that they were forced to abandon with their previous, outdated Opteron products. AMD expects to reach mid-single digit marketshare during 2019, but for now they are just getting off the ground with this platform.

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The company is not standing still or resting on their laurels after the successful and heralded launch of the latest Ryzen 2000 series chips based on the Zen+ architecture. It is aggressively ramping their mobile chips featuring the Zen/Vega combination and have some 25 product wins being released throughout late spring and summer. Overall partners have some 60 products either shipping or will ship later this year featuring Ryzen based CPUs.

There is some fear that AMD will see its GPU sales throughput be impacted by the recent drop of cryptocurrency value. Several years back with the Bitcoin crash we saw a tremendous amount of secondhand product being sold and GPU revenues for the company tanked. AMD is a bit more optimistic about the upcoming quarter as they expect the current cryptocurrency/blockchain market is much more robust and people will be holding onto these cards to mine other products/workloads rather than drop them on eBay. My thought here is that we will see a rise in cards available on the secondary/used market, but quite a bit might be offset by latent gaming demand that has been held back due the outrageous prices of GPUs over the past year. People that have been waiting for prices to get back to MSRP or below will then buy. This could be further enhanced if memory prices start to drop, providing more affordable DDR4 and flash for SSDs.

The company is also forging ahead with advanced process technology. They have recently received silicon back from TSMC’s 7nm process and it looks to be a Vega based product. The rumor surrounding this is that it will be more of a compute platform initially rather than gaming oriented. Later this year AMD expects to receive new EPYC silicon, but it looks as though this will be from GLOBALFOUNDRIES 7nm process. AMD wants to be flexible in terms of manufacturing, but they have a long history with GLOBALFOUNDRIES when it comes to CPU production. The two companies work closely together to make sure the process and CPU design match up as cleanly as possible to allow products such as Zen to reach market successfully. The GPU arm is obviously more flexible here as they have a history with multiple foundry partners throughout the past two decades.

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AMD has set an aggressive, but achievable, timetable of product releases that is initially focusing on the CPU side but would logically be transitioning to the GPU side. Zen+ is out on time and has met with acclaim from consumers and reviewers alike. The latest GPU products are comparable in performance to what NVIDIA has to offer, though they are less power efficient for that level of performance. The “pipecleaner” Vega on 7nm will pave the way towards Navi based products that look to be introduced next year. AMD could possibly refresh Vega on 12nm, but so far there has been no concrete information that such a product exists. They may very well continue to rely on current Polaris and Vega products throughout the rest of this year while focusing on Navi efforts to have a more competitive part come 2019.

Q2 2018 looks to be another successful quarter for AMD. The company’s outlook calls for revenue in the $1.725 billion range, plus or minus $50 million. AMD expects continued growth in all Ryzen product lines and greater throughput of EPYC based products as companies test and release products based on that platform. The GPU market could remain flat, but will most likely decline. That decline will be more than covered by the sell-through of the Ryzen line from top to bottom.

AMD improved their margin by an impressive 4%. Going from 32% to 36% showed the strength and higher ASPs of both CPU and GPU products. AMD expects another 1% increase over the next quarter. While these are good numbers for AMD, they do not match the 58%+ for NVIDIA and Intel when it comes to their margins. AMD certainly has a lot of room for improvement, and a richer product stack will allow them to achieve greater ASPs and see a rise in their overall margins. If EPYC becomes more successful, then we could see another significant improvement in margins for the company.

AMD is getting back to where they belong in terms of product placement, competitiveness, and financial performance. The company has seen a huge improvement year on year and hopes to continue that with a rich product stack that addresses multiple areas of computing. AI and machine learning is ramping up in the company in terms of software support as they feel their CPUs and GPUs are already good enough to handle the workloads. As more money comes in, they can afford to diversify and create a wider product base to compete in more markets. So far Lisa Su has been very, very successful in helping pull AMD from the ashes to the competitive situation that they currently find themselves in.

 

Source: AMD

Podcast #495 - ICY DOCK’s 16 bay enclosure, Intel Rumors, and more!

Subject: General Tech | April 12, 2018 - 10:20 AM |
Tagged: video, Samsung, podcast, Platimax, micron, KL-G, K68, Intel, icy dock, hp, enermax, corsair, cloudflare, chromebook x2, Byte3, Azulle, amd, AlterEgo, 7nm, 3d nand

PC Perspective Podcast #495 - 04/11/18

Join us this week for ICY DOCK’s 16 bay enclosure, Intel Rumors, and more!

You can subscribe to us through iTunes and you can still access it directly through the RSS page HERE.

The URL for the podcast is: http://pcper.com/podcast - Share with your friends!

Hosts: Ryan Shrout, Allyn Malventano, Jeremy Hellstrom, Josh Walrath

Peanut Gallery: Ken Addison, Alex Lustenberg

Program length: 1:34:25

Podcast topics of discussion:
  1. Week in Review:
  2. ButcherBox
  3. News items of interest:
    1. 0:35:00 Chris Hook leaves AMD (to where?) and Sasa Marinkovic takes that spot
  4. Picks of the Week:
    1. 1:22:50 Ryan: The NVIDIA Ruler
    2. 1:26:50 Allyn: MKVToolNix (also for Windows)
    3. 1:29:35 Jeremy: Humble Strategy Bundle
  5. Closing/outro
Source:

Samsung Completes Development of 7nm Process Technology

Subject: General Tech | April 5, 2018 - 04:06 PM |
Tagged: snapdragon 855, Semiconductor, Samsung, qualcomm, process tech, lithography, euv, 7nm, 5nm

According to an article on sedaily.com (translated) Samsung is almost six months ahead of schedule with its 7nm EUV process technology and has managed to complete the development phase as well as secure its first customer in Qualcomm. Samsung is pushing hard and fast with its process technology as it competes with TSMC and other semiconductor foundries and has invested $6 billion in a dedicated EUV line at its foundry in Hwaseong, Korea that is slated for completion in the second half of next year with production ramp-up in 2020.

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Reportedly, Samsung's first 7nm product will be a 7nm LPP (low power plus) node achieved using Extreme Ultraviolet Lithography or EUV. Samsung has set up production conditions and finalized the development of the 7nm EUV process on its Hwaseong S3 line which is located near the future site of the dedicated EUV line mentioned above. The engineers and designers that developed the 7nm process and production line have reportedly shared the design database and methodologies necessary to begin sample production for customers and have moved onto to developing Samsung's 5nm process (which is still in the early stages). Getting the EUV process up and running is an impressive feat and the expertise that Samsung is gaining will be a major breakthrough in the barrier to entry of single-digit nanometer processes.

Samsung has managed to build out 10 extreme ultraviolet lithography units and is allegedly on track to produce the Snapdragon 855 for Qualcomm towards the end of this year or early next year on its new low power 7nm process node. Note that previous reports suggested TSMC would be producing the Snapdragon 855 with SDX50 5G modem so we may have to wait to see how TSMC responds in readying production this year for confirmation on who ultimately wins Qualcomm's orders. As the node number are a bit of marketing speak (they can pick the features they want to measure for the marketing to an extent heh), Samsung notes that its 7nm process can produce dies about 40% smaller than its 10nm process. Further, the smaller process can offer 10% more performance or up to 35% more power efficiency at the same level of performance which will be a huge boost to mobile processors and products! Thanks to the smaller process node, smartphone and tablet manufacturers could produce devices with similar dimensions but larger batteries or thinner devices with the same amount of portable power (I'd vote the former, smartphones are already very thin).

Samsung hopes to press on and complete the development of its 5nm process next year and once the dedicated EUV line in Hwaseong is fully up and running in 2020 the company plans to start mass producing products for its customers on 7nm, 6nm, and 5nm processes!

In all, this is very good news for Samsung and the wider market in general as it will add competition and encourage TSMC, GLOBALFOUNDRIES, and even Intel (with its semi-custom stuff) to continue advancing what is possible and developing and refining the EUV and other even more exotic process technology methods that will be necessary for the extremely complicated and difficult problems they will face in moving beyond 5nm into 3nm and smaller nodes! We are definitely getting to a point where we will within the next decade have to figure out the once-impossible or reinvent the way we process information (e.g. quantum computing) to get things to go any faster. I am very excited and interested to see where the semiconductor industy and global computing as a whole will go from here!

Also read:

Source: SE Daily

CES 2018: AMD teases 7nm Vega for machine learning in 2018

Subject: Graphics Cards | January 8, 2018 - 12:00 AM |
Tagged: Vega, CES 2018, CES, amd, 7nm

Though just the most basic of teases, AMD confirmed at CES that it will have a 7nm based Vega product sampling sometime in 2018. No mention of shipping timeline, performance, or consumer variants were to be found.

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This product will target the machine learning market, with hardware and platform optimizations key to that segment. AMD mentions “new DL Ops”, or deep learning operations, but the company didn’t expand on that. It could mean it will integrate Tensor Core style compute units (as NVIDIA did on the Volta architecture) or it may be something more unique. AMD will integrate a new IO, likely to compete with NVLink, and MxGPU support for dividing resources efficiently for virtualization.

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AMD did present a GPU “roadmap” at the tech day as well. I put that word in quotes because it is incredibly, and intentionally, vague. You might assume that Navi is being placed into the 2019 window, but its possible it might show in late 2018. AMD was also unable to confirm if a 7nm Vega variant would arrive for gaming and consumer markets in 2018.

Source: PCPer

Podcast #467 - NVIDIA WhisperMode, HyperX Keyboard, iPhone 8/X, and more!

Subject: General Tech | September 14, 2017 - 12:01 PM |
Tagged: whispermode, video, shadow rock 2, Seasonic FOCUS, Samsung, podcast, nvidia, nuc, MX Ergo, macchina, logitech, iphone x, iphone 8, Intel, hyperx, GTX 1070Ti, Dawson Canyon, Cites: Skylines, BeQuiet, ASUS ZenFone 4 Max, apple, 7nm, 11nm

PC Perspective Podcast #467 - 09/13/17

Join us for discussion on  NVIDIA WhisperMode, HyperX Mechanical Keyboards, iPhone 8/X and more!

You can subscribe to us through iTunes and you can still access it directly through the RSS page HERE.

The URL for the podcast is: http://pcper.com/podcast - Share with your friends!

Hosts: Ryan Shrout, Jeremy Hellstrom, Josh Walrath, Allyn Malventano

Peanut Gallery: Ken Addison, Alex Lustenberg

Program length: 1:27:20

Podcast topics of discussion: 
  1. Week in Review:
  2. News items of interest:
  3. Hardware/Software Picks of the Week
    1. 1:12:20 Ryan: Logitech MX Ergo
    2. 1:17:15 Jeremy: Macchina is shipping
    3. 1:22:45 Allyn: Alternative black air cooler? (be quiet Shadow Rock 2)
    4. 1:23:45 Alex: Cities: Skylines
  4. Closing/outro
 

Source:

Samsung Announces 11nm LPP and 7nm LPP Processes

Subject: General Tech | September 11, 2017 - 05:27 PM |
Tagged: Vega, TSMC, Samsung, ryzen, Intel, euv, 8nm, 7nm, 14nm, 11nm, 10nm

Process technology is extremely complex today, and getting more and more complex by the minute.  The billions of dollars invested in each process node essentially insures that it will have to be used for years to come to get back that investment.  It not only needs to get back that investment, but provide more funds to start R&D on the next series of nodes that will come down the line.  It has only been a couple of years since the introduction of multiple 14nm processes from Intel and Samsung, as well as the 16nm node from TMSC.  We are already moving towards an introduction of 10nm parts from these manufacturers in bulk starting next year.  So have these manufacturers gotten their money worth out of their current processes?
 
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Kinam Kim, President of Samsung Electronics’ Semiconductor Business, discloses the latest process advances from his division.
 
Part of that answer somes in the form of Samsung's latest product.  Samsung is announcing the availability of a new 11nm FinFET process that looks to be a pretty extensive optimization of the company's 14nm FF.  The new process promises 15% better performance and 10% chip area reduction at the same power consumption as the older 14nm FF.  The idea here is to further improve upon their 14nm process all the while retaining the economics of it.  This process exists separately from the latest 10nm LPP which can be considered a full jump from the previous 14nm.  11nm LPP will be primarily aimed at midrange and high end products, but will not reach the full scaling and performance of the 10nm LPP product.
 
This "little steps" philosophy has been around for ages, as AMD utilized it for most of their existence when they owned their own Fabs.  Other companies have done the same by including small improvements over the lifetime of the process so that the final product is signficantly better in terms of yield, transistor switching speed, and thermal dissipation.  Samsung looks to be doing this with their 11nm process by providing all those little steps of improvement from 14nm.
 
The second part of the announcement is that Samsung has announced their 7nm process using EUV.  Samsung had previously announced their 8nm process, but it still relies upon multi-patterning immersion litho.  Samsung has been testing their 250 watt EUV source with fairly good results.  The company is quoted as to processing over 200,000 wafers since 2014 and has achieved an 80% yeild on 256 Mb SRAM.  This is somewhat impressive, but still not ready for primetime.  SRAM features highly consistent structures and is typically one of the first complex chips tested on a new process.
 
Samsung is offering orders now of its 11nm line and it will be very interesting to see who jumps on board.  I would not expect AMD to transfer their designs to 11nm, as a tremendous amount of reworking and validating are required. Instead we will see AMD going for the 10nm node with their Zen 2 based products while continuing to produce Ryzen, Vega, and Polaris at 14nm. Those that will be taking advantage of 11nm will probably be groups pushing out smaller products, especially for the midrange and high end cell phone SOCs.
 
10nm LPP is expected in early 2018, 8nm LPP in 2019, and finally Samsung hopes for 7nm to be available in 2020.
Source: Samsung

Mark Papermaster on AMD's tiny things

Subject: General Tech | July 24, 2017 - 12:49 PM |
Tagged: amd, 7nm

Over at The Inquirer you can read a condensed version of AMD's Mark Papermaster discussion about the challenges of moving to a 7nm process node.  The size of AMD's design team have prompted them to take a modular approach to design so that circuits can be reused across CPU, GPU and semi-custom designs.  That allows the the same teams to work on multiple projects and for design successes to improve products across multiple lines, a must for a small team with such diverse products.

He also talks about "2.5-D chip stacks", using silicon interposers to connect processors and memory stacks side-by-side as a way to work on reducing to the 7nm node while waiting for foundries like GLOFO to retool to EUV lithography. He ends with a familiar request; that developers switch their focus to taking advantage of high core counts and parallel threads and away from single cores running at high frequencies.

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"Speaking to the EE Times, Papermaster said that, while AMD planned to run its second and third generation Zen architecture x86 microprocessors on 7nm, it would likely be a 'long node', like the 28nm process, "and when you have a long node it lets the design team focus on micro-architecture and systems solutions", rather than simply redesigning standard ‘blocks'."

Here is some more Tech News from around the web:

Tech Talk

 

Source: The Inquirer