Intel is in the cusp of getting taking out. Architectures and process technologies are both multiple generations behind. AMD has 10x its server share. If the trend sustains for one more generation the majority of the market will go to AMD.
I'll have a glass of whatever you're having. Intel's first proper competitor to Zen is coming out soon, and from what I've seen so far it looks like a monster. Couple this with them launching GPU's into the most demand-heavy market we might ever see, they don't have to do much to have a good few years. Also, every measure I've ever seen has AMD still at least a doubling away from parity with Intel, so I find your fig…
Intel Brings Chiplets to Data Center CPUs
21–30 of 51 posts
Re: Intel Brings Chiplets to Data Center CPUs
#22Earlier quoted context omitted.
Intel is nowhere close to the doldrums of yesteryear's AMD. It continues to command the lion's share of the x86 market, and hasn't needed to sell off assets in order to remain afloat. In fact, Intel's business has never been better. The AMD-favoring narrative that the firms have flip-flopped is not backed up by market share research, nor corroborated by quarterly filings.
That's what I was getting at. On technical execution they actually are doing pretty bad particularly in manufacturing but also in CPU design. But even technically it has been a few years in comparison to current leaders that previously lagged by similar amounts for many years. Of course financially they are doing far better. It's just amazing to me that people who really follow the AMD / Intel battle quite closely ca…
Re: Intel Brings Chiplets to Data Center CPUs
#23Earlier quoted context omitted.
It's especially ironic because Intel had also previously "glued together" chiplets for the C2Qs and their equivalent Xeons (e.g. X3200 series). > The 2 × 2 "quad-core" (dual-die dual-core[17]) comprised two separate dual-core die next to each other in one CPU package.
And at the time of the Phenom X4 launch, AMD was mocking Intel for not putting all cores on one die. Seems the technically superior solution wobbles depending on who's doing it.
Re: Intel Brings Chiplets to Data Center CPUs
#24Intel is in the cusp of getting taking out. Architectures and process technologies are both multiple generations behind. AMD has 10x its server share. If the trend sustains for one more generation the majority of the market will go to AMD.
10x? Where did you find those numbers.
Re: Intel Brings Chiplets to Data Center CPUs
#25Intel is in the cusp of getting taking out. Architectures and process technologies are both multiple generations behind. AMD has 10x its server share. If the trend sustains for one more generation the majority of the market will go to AMD.
Re: Intel Brings Chiplets to Data Center CPUs
#26Earlier quoted context omitted.
https://en.wikipedia.org/wiki/Pentium_Pro
> Later, it was reduced to a more narrow role as a server and high-end desktop processor and was used in supercomputers like ASCI Red, the first computer to reach the trillion floating point operations per second (teraFLOPS) performance mark. Amazing. RTX 3090 has peak fp32 performance of 35 TFLOPS.
Re: Intel Brings Chiplets to Data Center CPUs
#27Earlier quoted context omitted.
That's what I was getting at. On technical execution they actually are doing pretty bad particularly in manufacturing but also in CPU design. But even technically it has been a few years in comparison to current leaders that previously lagged by similar amounts for many years. Of course financially they are doing far better. It's just amazing to me that people who really follow the AMD / Intel battle quite closely ca…
I said they are on the cusp. Please tell me, what happens if we end up with 10nm+++? You really think we would end up with anything other than with >50% of datacenter purchases going to amd?
Add to that some reality about purchaser reluctance to switch, in part because of at least perceived quality of platform support, and Intel still has a lot of breathing room.
We're starting to see some positive signs from Intel fabs, so they could likely recover, as they have before. For AMD to become dominant, they will need to continue to do excellent work for a few more years while Intel continues to wallow as they have since maybe Skylake.
Re: Intel Brings Chiplets to Data Center CPUs
#28Re: Intel Brings Chiplets to Data Center CPUs
#29I thought AMD had already brought chiplets to data center CPUs a long time ago [1], [2] and that is why they are leading currently, now that they have multiple generations of chiplet data center CPUs out? [3] [1] https://www.wired.com/story/keep-pace-moores-law-chipmakers-... [2] https://www.tomshardware.com/news/amd-epyc-processor-models-... [3] https://www.wired.com/story/keep-pace-moores-law-chipmakers-...
Yes. The article (second paragraph) clearly states that this is a first for Intel, not for Data Centers. Given that this is a trade-ish publication, I think writers/editors will more or less assume their audience understands the smackdown that AMD has been laying on Intel and AMD's chiplet strategy.
Even when Intel moves to heterogeneous dies, that won't actually be a first for them, even in the modern era. Several early i3/i5/i7 models had one die with two cores and another die that handled memory and I/O.
Re: Intel Brings Chiplets to Data Center CPUs
#30I find it interesting that the dies aren’t completely identical like Zen chiplets are. If I am reading the diagram correctly, it looks like the tiles diagonal from each other are the same. Kind of neat that they’ll have left-hand and right-hand wafers.