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S_x96x_S
addikt
friss Lisa Su interjú .. amiben több más is van, mint a CES - minimális technikai infót tartalmazó előadása.
AMD CEO Dr. Lisa Su: Interview on 2021 Demand, Supply, Tariffs, Xilinx, and EPYC
https://www.anandtech.com/show/16409/amd-ceo-dr-lisa-su-interview-on-2021-demand-supply-tariffs-xilinx-and-epycegész érdekes ( és diplomatikus ) az ARM-es rész.
Ananatech/IanCutress:
My initial question to Lisa was about the emergence of Arm. It’s a question I have asked Lisa before, as well as AMD CTO Mark Papermaster, however this position of the market now is very different. Amazon’s Graviton2 is now being deployed widely over at AWS (read our review), and Ampere’s new 80-core Altra processor (read our review) sits at the top of the stack for single socket HPC performance. Our argument is that these Arm based models are encroaching on the traditional x86 market, and given Arm’s year-on-year expected performance gains from its roadmap ranging from 30% to 50%, if x86 is still focusing purely on high-performance compute, it might stand to be overtaken. Our goal with a question like this is to extract an idea of how AMD (and Intel, I asked a similar thing to CEO Bob Swan) plans to approach the competition, either by building above it, or using a two pronged approach between x86 and Arm. These would be the two high-level approaches we might expect.
Lisa’s answer was not particularly committal either way, instead citing the fact that as the industry is growing, it gives more opportunities for specialized products. If anything, according to Lisa, it validates the desire for compute and the agility to build for and target specific workloads. Not to say that we disagree with Lisa here, but the development of the Arm server ecosystem is for broad workloads, not simply specific markets. Lisa states that AMD at any time has its semi-custom division to take on these opportunities, although when asked if AMD has any semi-custom enterprise partners, Lisa cited the strong work the company is doing with the console market and spoke more to potential than a specific entity. No doubt if a company asked AMD to build a Neoverse chip, with some AMD secret sauce, they would.
In a similar vein, I approached the topic about Apple and its M1 chip. M1 is a clear building block for the company to move forward into desktops, workstations, and potentially the enterprise market. This has the potential to affect the relationship between Apple and AMD, especially if Apple decides to also branch out its graphics integration for its own solutions.
Lisa Su: ‘The M1 is more about how much processing and innovation there is in the market. This is an opportunity to innovate more, both in hardware and software, and it goes beyond the ISA. From our standpoint, there is still innovation in the PC space – we have lots of choices and people can use the same processors in a lot of different environments. We expect to see more specialization as we go forward over the next couple of years, and it enables more differentiation. But Apple continues to work with us as their graphics partner, and we work with them.’érintette a ROADMAP-et
LisaSu: ‘Mark, Mike, and the teams have done a phenomenal job. We are as good as we are with the product today, but with our ambitious roadmaps, we are focusing on Zen 4 and Zen 5 to be extremely competitive. Also on GPUs, David Wang and the team focus on our long term roadmaps, and we pick the right mix of risk to get innovation, performance, and predictability. Bets are made, and we track the progress. We’re happy with RDNA2 on performance per watt, and overall performance, and we have a lot of focus on RDNA3. On elements such as AI specific integration, we are making investments. CDNA launched in November, and you will see us adding more AI capability to our CPUs and GPUs.’"
Lisa Su: ‘For our Ryzen 5000 Mobile parts, we’ve stated that we will have 150+ design wins in 2021, which is 50% more than what we saw with Ryzen 4000 Mobile. Those numbers include our commercial system deployments, and we’re working hard enabling our security solutions in our Ryzen Pro platform – we already have a number of designs from top OEMs coming later this year. There will be new initiatives around Ryzen Pro as well. On the enterprise side, we are broadening our focus on EPYC, which means to say that we will have business solutions targeted to different vertical markets. This enables a faster time-to-market for those customers to deploy our solutions. We also started shipping Milan to OEM partners in Q4 last year as a lead up to this. More of this will come as we formally launch Milan in Q1.’
Azért érdemes megnézni az eredeti cikket is. sok minden más is van benne..
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