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• #60445 S_x96x_S addikt Busterftw #60443

  Új Válasz 2023-03-10 16:55:57 #60445

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  S_x96x_S

  addikt

  válasz Busterftw #60443 üzenetére

  > Rovidtavu? Nezzel mar meg egy AIB market share historyt legyszives.

  a mai munkának az eredményét ne a múltbéli döntések eredményénél keresd.

  Emlékeztető:

  Egy jelenlegi babaprojekt munka eredményét szerencsés esetben
  legkorábban 9 hónap múlva látod meg a statisztikákban.
  Hasonlóan hogy a jelenlegi munkának(döntéseknek) hatása legyen
  a "market share" history-ra, ahhoz el kell telnie 1-2 évnek.

  Persze a jelenlegi munka szükséges és nem elégséges feltétel. Vagyis lehetnek ellenerők is.

  > Tehat akkor dolgoznak rajta vagy sem?

  mint a viccben:
  Az anyós megkérdezi a menyétől: "Hogy áll a babaprojektetek? Látom, semmi látható eredménye nincs."
  Erre a meny: "Hát igen, anyósom, olyan ez, mint a Google/AMD/nvidia/... munkája. Csak mert te nem látod, hogy dolgozunk rajta, még nem jelenti azt, hogy nem csináljuk."

  Én úgy értelmezem, hogy dolgoznak rajta, de te valószínüleg nem ...
  és ez nem baj .. nem kell mindig mindenben egyetérteni.

  2021: "What chip shortage? AMD books capacity years ahead to ease crunches"
  ""Our supply chain team has worked to make sure that we have months and years of forecast ahead into our supply chain," Chief Technology Officer Mark Papermaster said on the sidelines of the Web Summit conference in Lisbon, Portugal."
  
  May 14, 2021: GF megállapodás.
  "AMD and GF reach lock-in deal on wafer capacity through 2024 amid chip shortage"
  "In one recent example, chip designer AMD on Thursday filed a Form 8-K with the Securities and Exchange Commission disclosing an updated multi-year wafer supply and pricing agreement with GlobalFoundries, a chip specialty foundry with 250 global customers and operations in the U.S., Europe and Asia."
  
  2022 Szept: "AMD keen to secure capacity support from Taiwan"
  "AMD CEO Lisa Su will meet with her TSMC counterpart CC Wei during her upcoming visit to Taiwan, as the US chip vendor looks to secure support from the foundry house and other value chain partners, according to sources familiar with the matter."

  2022 Jul: Az NVIDIA-hoz képest az AMD nem vágta vissza az 5nm -es gyártást.
  "The same article paints a different picture for AMD: the company has reduced orders for 7 nm and 6 nm nodes; but its 5 nm orders are unaffected. AMD makes not its its next-generation RDNA3 GPUs on 5 nm, but also its next-generation "Zen 4" CPU chiplets. Any drop in demand for GPU silicon would be internally adjusted by increasing "Zen 4" chiplet orders. AMD's growth as a processor manufacturer is no longer bottlenecked by technology-leadership, but by volumes. The company could jump at the prospect of higher 5 nm allocation, as it would enable it to increase output of "Zen 4" processors to meet rising demand of high-margin server processors with its upcoming EPYC "Genoa" and "Bergamo" processors."
  ( via techpowerup )
  
  2022 Jul: "Apple, AMD Back TSMC’s Tripled Investment, Tech Upgrade in Arizona"
  A TSMC új Arizonai gyárának kapacitásából is foglalt az AMD
  https://www.eetimes.com/apple-amd-back-tsmcs-tripled-investment-tech-upgrade-in-arizona/

  2023 "AMD Reportedly Eyes Samsung Chip Fab Deal in Dual-Source Strategy"
  AMD orders 14nm chips from Samsung Foundry.
  ""
  Given the current geopolitical situation, one might speculate that the chip designer is exploring SF as a potential alternative not only to GF, but to TSMC as well.
  ....
  Thoughts ..
  DigiTimes and TechGoing both reported about AMD's outsourcing to SF within a matter of six months. Working with Samsung Foundry allows AMD to learn how to collaborate with this contract maker of chips, how to use its packaging, and what to generally expect from SF.
  AMD's possible intention to use Samsung Foundry's leading-edge production nodes if something occurs to TSMC is our speculation not confirmed by any industry source at this point. To use Samsung Foundry's advanced technologies, AMD would need to redesign its chips for SF's nodes, which costs hundreds of millions of dollars, which is a lot of money even for AMD. Yet, if the situation between China, Taiwan, and the U.S. becomes dire, AMD's experience with GlobalFoundries could become more than valuable
  ""

  February 18, 2023: "AMD Promises Higher Performance Radeons With RDNA 4 In The Not So Distant Future"
  "Likely the most interesting part of the interview, at least with respect to RDNA 4, is the statement toward the end where AMD's Rick Bergman says that the company "promises to evolve to RDNA 4 with even higher performance in the near future." It shouldn't be a surprise to anyone that the company expects its next-generation GPUs to be even faster than its extant products, but "in the near future" sounds like the company could be moving to RDNA 4 earlier than expected."

  MARCH 8, 2023 : "TSMC’s 3-nm progress report: Better than expected"
  "The N3E process node is expected to start commercial production in the second half of 2023. ... The N3E process node is also on the radar of GPU suppliers like AMD and Nvidia for applications such as PC gaming. "

  ....
  És szerintem dolgoznak már az N3E termelésen is ..
  ( persze ezt még biztos nem látod a statisztikákban )

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