Folks do seem to pay Charlie D a fair amount of money if he is indeed just semi-accurate.
Wouldn't you agree?
I find it sad that nobody in the community of on-line investment media will give anyone else just a little respect. There are sites of course that are essentially yellow journalist tabloids not much better than the National Inquirer.
Is competition for the investor eyeball so great that professional courtesy has been supplanted by professional jealousy?
I am not debating what Norrod said but it is interesting that AMD wrote off all value for Freedom Fabric specifically. Of course the IP does have value in protecting the technology moving forward. In otherwords any kind of a "fabric" interconnect will be difficult to develop without stepping on AMD patents.
What is also interesting is how Gabriel H Loh, Memory Guru and Senior Research Fellow at AMD, filed a flurry of memory control and communication fabrics back in 2014 or so.
Infinity Fabric may not have been directly derived from Freedom Fabric, however one can not discount that Fabric IP is quite likely essential for the evolution towards Infinity.
AMD's biggest mistake is the Wafer Supply Agreement it made with Liarfoundries which will gate its profitability for the unforseeable future. They need to move to a manufacturer that can yield prodcuts they need, if they want a chance in succeeding.
Charlie D over at SemiAccurate also writes that Infinity Fabric was spawned from SeaMicro's Freedom Fabric.
"AMD is also promoting its Infinity Fabric as more than just an intra-package interconnect solution but also as a way to communicate externally with other sockets and even with GPUs. Coincidentally AMD's RX Vega GPUs will also use the Infinity Fabric both internally and externally. Given the importance of the Infinity Fabric to AMD's server efforts it's beginning to seem like AMD's acquisition of SeaMicro may have borne more fruit than we first thought."
AMD's ARM core should be pretty much finalized. I get that it is much easier to compete with just Intel/Nvidia than with everybody else - good choice there - but there is a bit of a golden opportunity to release ARM parts on the same platform(socket) as the x86 parts in both server and desktop. ARM will start to penetrate the market and AMD might as well be a leader there. They had limited resources now but next year or on 7nm they really should invest in this.
In semi-custom folks need to see more wins and AMD has talked about an ARM based win. At the end of the day it's a business segment that was somewhat neglected at this event.
Vega was 2016, late 2016, maybe it ships a little in late 2016 and now it's mid 2017 ,if that. It's highly likely that there was no big Polaris last year because Vega was supposed to arrive. In my view, AMD needs to achieve near perfect scaling with multiple GPU die(chiplets) by the end of the decade, likely with Navi but curious where Vega is on this path so the rumored dual Vega will be the one to watch.
The big wins are not just Epyc , in PC there is demand for more cores in both desktop and laptop. Intel has been focused on quad cores in desktop and dual cores in laptop. AMD doubles that, in both desktop and mobile- Raven Ridge is likely mostly quad cores as AMD has the CCX complex so every die will have 4 cores and they might as well use them. Zen does well up to 1V and 3.2-3.5GHz, hopefully AMD gets the uncore power consumption to solid levels and Raven Ridge will be quite smashing. In gaming , Vega is bound to be better than Intel's integrated GPU and having 4 cores to spread the load helps further. Going bellow 12-15W might be difficult for Raven Ridge so maybe AMD won't address that segment with Zen this year. Today AMD has minimal revenue share in PC CPU/APU ,maybe 3-4% and the market has a few years left in it - all goes to hell once commercial starts to replace PCs with glasses- my bet is that by 2025 PC sales will be close to zero, assuming somewhat compelling AR/MR products arrive by 2020.
In auto there was that Tesla moment and AMD hinted at some activity in this segment. Mid term there is room to disrupt in auto as folks focus on autonomy but forget to focus on thr system. Cars are far too complex. If you re-architect the car and simplify it (no more a few km of wires), you reduce development time, manufacturing costs and even operating costs. Someone that can solve this problem and autonomy at the same time, would have a solid chance to be a leader in the segment.