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'Historic' AMD Pact Shows Intel's New Reality

11/7/2017 00:01 AM EST
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realjjj
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...
realjjj   11/8/2017 5:58:46 PM
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So now we know that Intel hired Raja Koduri from AMD to have another go at dscrete GPUs and this is a stop-gap solution.

HangLai
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Re: All about Apple
HangLai   11/8/2017 1:19:35 PM
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Apple is only one potential customer, others like HPQ, Lenovo.... and all other ODM vendors should also be Intel's target.

chipmonk0
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Re: All about Apple
chipmonk0   11/8/2017 11:37:42 AM
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the advantages of using inFO are not very clear even when one looks at the X w/ 2 stacked boards

chipmonk0
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EMIB implications
chipmonk0   11/8/2017 11:33:56 AM
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At present EMIB is unique to Intel. Neither the OSATs nor TSMC have anything like it. EMIB cuts the cost of assenbling these high bandwidth modules when large and expensive Si interposers are used ( TSMC CoWoS ), by taking a hybrid approach that is very "mechanical" and requires a high level of proficiency in packaging processes. EMIB requires plating & bonding flip chip bumps of two differemt sizes on the same chip, very tight planarity of the Si "bridge" chip embedded on to the main organic substrate. Neither are trivial. For cost sensitive High Bandwidth Modules ( e,g. self driving cars ) TSMCs new Packaging operation will remain vulnerable to EMIB if Intel decides to leverage its lead in Packaging,

rick merritt
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All about Apple
rick merritt   11/7/2017 8:45:21 PM
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My bet is with Kevin that this was al about Apple knocking chip vendor heads together for its next-gen Macbook Pro. One implication is Apple declined to buy whatever AMD pitced Apple as an integrated GPU/X86. Another implcation is that just like TSMC's InFO on the Apple A series processors, EMIB is a star here. How you can package chips is becoming as strategic as the chips themselves.  

realjjj
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Re: May not be such a good deal?
realjjj   11/7/2017 2:11:14 PM
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Practically Intel's EMIB enables lower cost, power, mechanical volume for a discrete mid range AMD GPU - not sure if EMIB is used between the CPU and GPU given the very large physical distance between the two. AMD gets to better compete in that segment and remains to be seen if they also gain access to EMIB for other products. When other budget advanced packaging solutions become available to AMD, there wouldn't be much of a reason to keep working with Intel. What Intel gets is less clear, this solution doesn't compete with Raven Ridge as the GPU perf should be maybe 2x. I suppose Intel does get to boost ASPs by selling the GPU and HBM2. For AMD there is a bit of a trade-off, a minimal negative impact in APU sales but a much larger gain in discrete GPU.

HangLai
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May not be such a good deal?
HangLai   11/7/2017 12:50:11 PM
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It not clear this cooperation is such a good deal for AMD,  when Intel sells its chip for thin and light systems, it will take away AMD's mobile sale.  Although Intel's sale is much more certain than AMD's sale in the market place.  At least AMD is certain to have some revenue for this deal rather than to try it out on its own in the market place.  However,  AMD is not going to make a big profit from it as those analysts speculated.

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