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Kevin Krewell
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Re: ..
Kevin Krewell   5/19/2017 6:28:08 PM
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Good point on the Treadripper price. It has twice the cores/threads of the Ryzen 7, which tops out at $499. So Threadripper is more like in the $800-900 price range.

AMD is out of the ARM server business for now - the company is only building x86 servers for now. Automotive is more opportunistic and not a big push. Semi-custom business was covered by the game consoles and it's not a business they can forecast.

In my opinion, the execution hasn't been bad. I think the Radeon team is trying to reposition Vega after NVIDIA dropped the 1080Ti, TitanXp, and Volta. Building graphics cards with HBM2 technology is a challenge.

The obvious big win for AMD will be Epyc. There's a lot of built-up demand for some real compeition to Intel's Xeon.

 

Kevin Krewell
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Re: AMD EPYC
Kevin Krewell   5/19/2017 5:54:12 PM
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AMD's Forrest Norrod was asked that question in an informal discussion and he said Infinity Fabric does not use the SeaMicro Freedom Fabric. Instead Infinity Fabric is an outgrowth of coherent HyperTransport.

RAV
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AMD EPYC
RAV   5/18/2017 5:57:16 PM
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Thge AMD Infinity Fabric is of course the "Freedom Fabric" technology that was acquired along with SeaMicro.

What AMD is also expected to launch is an APU with massive CPU compute cores and a Vega GPU all on an interposer and HBM3 ram.

realjjj
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..
realjjj   5/18/2017 10:00:56 AM
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Threadripper can't cost over 1000$, there is no market for it and they need a sustainable ecosystem around the platform - motherboards, CPU coolers. They can have a SKU or two above 1000$ but AMD needs to have a 16 cores at 799$ so customers can fit CPU +mobo in 1000$. Will be interesting to see how they price 12 cores and less, if they have less than 12. No point in pricing it higher than server parts either - you can get a low clocks dual socket 8 cores Xeon E5-2620 v4 at 411$ today in retail.

Anyway this was the weirdest presentation ever. AMD and its maniacal focus on shooting itself in the face. Lots of positive news, especially with Naples but then they went ahead and provided an impossibly low financial outlook.

They made the claim that in PC Ryzen expands the SAM from 9 billion to 28 billion, that Vega in PC/Workstation expands it from 2.25 billion to 5 billion (2016 numbers) and that server is at 0% today so another big opportunity. All good until AMD decided to project double digit revenue growth. If you want to be cautious just don't provide any long term revenue outlook or folks will focus on the negative and fail to see the positives.

They forgot to mention ARM server, semi-custom, cars and address long term plans for machine learning.

AMD still has severe execution problems. Vega lost an entire cycle with it's delays, Zen wasn't quite ready on time. AMD's RX 560 hit retail this week under the radar despite being a substantial upgrade over the RX 460 - that's just really bad business.

As for Epyc, Zen has higher throughput than Intel's core ,except with 256-bit vector code and it's pretty efficient so no reason not to sell well.

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