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Intel PR just confirmed what a time to be alive
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Nov 6, 2017 16:23
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That is the craziest news I think I have ever seen. Ever. I sent the link to all my nerd friends and they are all about as twilightzone'd as I am. [edit] waaaait. Is that how Macs are going to shove a 'Vega' GPU in the iMac Pros?
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Nov 6, 2017 16:35
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Is hbm likely to find it's way into 8c unlocked chips, and be accessible as cache for the CPU?
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Nov 6, 2017 16:38
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Nov 6, 2017 16:40
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Malcolm XML posted:
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Nov 6, 2017 16:40
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In the short term at least I think this will be good for AMD. Right now they're on the verge of becoming mostly irrelevant in the PC gaming space since they're really struggling to compete against nVidia's offerings on pretty much every front (absolute performance, power consumption, and even value which had been their traditional stronghold when their products have otherwise sucked). If Intel kicks in some cash to help AMD improve their graphics drivers and get AMD coders embedded with game development teams on the same level as nVidia this will help them stay in the game. The risk, of course, is that this ends up completely cannibalizing their mobile CPU business (since their traditional selling point for them was "actually decent integrated graphics"), however I think that's more of a long-term concern since right now they don't have much mobile business to begin with.
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Nov 6, 2017 16:40
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redeyes posted:[edit] waaaait. Is that how Macs are going to shove a 'Vega' GPU in the iMac Pros? vega64 and an 18-core skylake-x on one package would probably be classed as an incendiary weapon
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Nov 6, 2017 16:41
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redeyes posted:That is the craziest news I think I have ever seen. Ever. I sent the link to all my nerd friends and they are all about as twilightzone'd as I am. I think they'll use standard graphics cards. Nvidia is what the Mac pro nuts actually want Meanwhile EMIB is the future of SoCs as they hit the scaling limits. If AMD gets this for nexgen GPUs it has a big leap over Nvidia
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Nov 6, 2017 16:42
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Wow. I feel drat good about my snap decision to buy 250 AMD shares last week.
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Nov 6, 2017 16:42
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Eletriarnation posted:Wow. I feel drat good about my snap decision to buy 250 AMD shares last week. Bought 1k shares last year. It is my new computer fund. I think the big take away from the dealership is that Intel views Nvidia as a rival, not AMD.
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Nov 6, 2017 16:44
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GRINDCORE MEGGIDO posted:Is hbm likely to find it's way into 8c unlocked chips, and be accessible as cache for the CPU? It's probably too (physically) big and slow to be any use as real cache. Real cache is still orders of magnitude faster, but it might be used as in intermediate buffer between cache and memory. Thread moves fast. Eletriarnation posted:Wow. I feel drat good about my snap decision to buy 250 AMD shares last week. Me too, went from 10.80 to 12 this morning. Very nice return for a week. I can't even really recommend AMD to anyone as hardware, I was just guessing 11 seemed undervalued.
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Nov 6, 2017 16:45
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Mr.Radar posted:So, uh, the Wall Street Journal is reporting (non-paywalled copy on /r/amd) that Intel will be releasing CPUs with AMD-derived integrated graphics, confirming rumors that have been circulating for the past year or so. Apparently they will be targeting the "gaming laptop" market with higher performance than the current Ryzen Mobile chips (which have 8-10 Vega CUs). Take home message - lots of ifs here.
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Nov 6, 2017 16:51
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craig588 posted:That looks like crap, like the prototype of something you'd homebrew to experiment with before you came up with a final revision that went into production. Well there are other high tech methods out there: 
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Nov 6, 2017 17:19
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I think that's better because you're not paying nearly 20 dollars for it. If it was like less than 10 dollars I could see it as more reasonable. Like those cheap CPU delidders, Der8aurs looks great, but 50 dollars is a big ask, while 10 dollars for a 3d printed one that doesn't look good is a lot more enticing.
craig588 fucked around with this message at 17:23 on Nov 6, 2017 |
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Nov 6, 2017 17:21
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Stanley Pain posted:(((( WTF INTENSIFIES )))) Someone please check for the sky falling
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Nov 6, 2017 17:46
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Arivia posted:Someone please check for the sky falling Confirmed. Up is Down, Down is Up.
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Nov 6, 2017 17:53
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AMD had been confirmed or at least rumoured to be iGPU on Intel, so what about the announcement is the big shock? I don't understand anything about CPUs and GPUs, so I'm just trying to wrap my head around what's going on.
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Nov 6, 2017 17:59
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The rumor came from a guy who hasn’t had a great deal of stock when it comes to breaking big rumors, so everyone doubted it.
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Nov 6, 2017 18:01
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Craptacular! posted:The rumor came from a guy who hasn’t had a great deal of stock when it comes to breaking big rumors, so everyone doubted it. That and the details of using HBM2 makes this far more interesting, and it has the potential to remove the biggest bottleneck to IGP's - well that, and it's not really 'integrated' to boot, more 'on package'. We have no idea about performance of course, but the way it's architected has the capability to massively outpace the performance of more traditional IGP's. Happy_Misanthrope fucked around with this message at 18:11 on Nov 6, 2017 |
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Nov 6, 2017 18:08
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I didn't realize EMIB has a lower profile than an interposer. I wonder if it would alleviate those weird package height differentials we see with Vega 56/64. Info from this: https://youtu.be/gaHs_guCp2o
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Nov 6, 2017 18:21
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I'd also think that if these are HBM2 enabled then this is another way to push production of HBM2 in volume and drive costs down.NewFatMike posted:I didn't realize EMIB has a lower profile than an interposer. I wonder if it would alleviate those weird package height differentials we see with Vega 56/64. Yea was going to come post this, EMIB seems extremely advantageous for what AMD wants to do. If one of the biggest hurdles for Vega has been the interposer then this comes close to fixing a lot of it. Ryzen would also probably benefit as well, probably reducing latency between dies tremendously, which is EPYC/TRs real big stumbling block. ZobarStyl posted:So these will be 15-20 Vega units with a Coffee Lake equivalent of a 7800 series mobile chip (4c/8T)? If they can fit that in 45-55W TDP they're not competing with Ryzen Mobile in the ultrathin space, they're creating a space above that for a gaming laptop without a discrete GPU. If they ever get Thunderbolt docking working as well as nVidia, they'll have a great competitor product. As it stands, if they just paired this with 1080p FreeSync monitors they could make a killing. If 20 Vega compute units can fit inside a 55W thermal envelope w/8C CFL @ 1100-1300Mhz like Vega in Raven can then there is something seriously wrong with Vega 56/64. Also, from earlier this year. 
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Nov 6, 2017 18:41
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craig588 posted:Me too, went from 10.80 to 12 this morning. Very nice return for a week. I can't even really recommend AMD to anyone as hardware, I was just guessing 11 seemed undervalued. The market doesn't seem to know wtf to make of AMD, though. They just dropped ~15% the other week after releasing earnings report showing 300%+ increase in revenue and a return to profitability, and beating the consensus EPS by a solid margin. "Best quarter in years and way better than expectations? SELL SELL SELL!" I mean, AMD stock hasn't done terribly, but NVidia's stock has been smashing it for the last year+, and will probably continue to do so, if you're looking to make a GPU-stock play.
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Nov 6, 2017 18:47
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....what is this bizarre loving world that I have woken up to? Is there anything that says what AMD is getting out of this? Don't say exposure, people die of exposure. AMD better be getting access to some of that EMIB goodness for use in their own products. And finally, Intel gets to claim they're making good on having Freesync in their products.
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Nov 6, 2017 19:11
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Am I cynical in thinking this is just part of the way Intel is avoiding anti-trust? Just subtly propping AMD up in an arena they don't compete in. Like best case scenario for Intel is that AMD continues to limp along and never really challenge right? If they go tits up, Intel has to make the argument that ARM and Nvidia are their competitors and ehhhhh
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Nov 6, 2017 19:24
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DrDork posted:The market doesn't seem to know wtf to make of AMD, though. They just dropped ~15% the other week after releasing earnings report showing 300%+ increase in revenue and a return to profitability, and beating the consensus EPS by a solid margin. "Best quarter in years and way better than expectations? SELL SELL SELL!" I made a post about Nvidia a couple years ago, they've gone up like 8X since I bought them. What tripped me for buying AMD last week was that investor news thing saying "sell sell sell" the same week I was thinking AMD was on track to turn around, I thought they might have been worth the risk at 14, but it became clear when they were 11. I normally keep everything with Vanguard because I don't know anything about real stock trading, but if I think the market perception is completely wrong and than I take money out to place bets.
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Nov 6, 2017 19:28
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AMD gains that tasty ultrabook market share, market share translates to improved standing in all other arenas (including liquid assets), culminating in increased potential for process and R&D improvements and better products. Don't hold your breath, of course, but it might lead to us getting something in the next few years that isn't just the microwaved refried beans and extra-shelf-life vienna sausage that AMD has been giving us unabashedly for the last half a loving decade.
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Nov 6, 2017 19:28
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Malcolm XML posted:
Kyle Bennett was right 
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Nov 6, 2017 19:29
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Have they given any hints as to the interconnect they're using? Is it just an on-package PCIe connection or something more elaborate?
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Nov 6, 2017 19:35
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Is this it? https://www.intel.com/content/www/us/en/foundry/emib.html Feeling p smug about AMD right now. It would be fantastic if these made their way into MacBooks with adaptive refresh
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Nov 6, 2017 19:38
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FaustianQ posted:If 20 Vega compute units can fit inside a 55W thermal envelope w/8C CFL @ 1100-1300Mhz like Vega in Raven can then there is something seriously wrong with Vega 56/64.
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Nov 6, 2017 19:43
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repiv posted:Have they given any hints as to the interconnect they're using? Is it just an on-package PCIe connection or something more elaborate? New Zealand can eat me posted:Is this it? https://www.intel.com/content/www/us/en/foundry/emib.html
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Nov 6, 2017 19:49
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Kicking myself for not picking up some nVidia stock when it was low. x10 would have been nice. Ah well! That's the stock market. I suppose I should remain content with the gains I've made from Activision and Apple.
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Nov 6, 2017 19:51
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I like how all of us are coming out owning AMD stock and none of us recommend AMD hardware.
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Nov 6, 2017 19:56
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New Zealand can eat me posted:Is this it? https://www.intel.com/content/www/us/en/foundry/emib.html I meant which kind of bus do the CPU and GPU dies use to communicate, not how are they physically glued together. PCIe would be fine but I'm wondering if they took it a step further and unified the memory spaces.
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Nov 6, 2017 19:57
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Kazinsal posted:AMD gains that tasty ultrabook market share, market share translates to improved standing in all other arenas (including liquid assets), culminating in increased potential for process and R&D improvements and better products. Ryzen Mobile/Raven Ridge is for ultrabooks though, I thought - the TDP of this package is more like 15" MBP/"portable workstation" territory. craig588 posted:I like how all of us are coming out owning AMD stock and none of us recommend AMD hardware. I absolutely recommend AMD CPUs and hope that I can do so even more avidly when Pinnacle Ridge hits. The GPUs are unrecommendable right now because either they're unavailable (Polaris) or obviously suffering from teething/pricing issues (Vega).
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Nov 6, 2017 19:59
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Kazinsal posted:AMD gains that tasty ultrabook market share, market share translates to improved standing in all other arenas (including liquid assets), culminating in increased potential for process and R&D improvements and better products. Especially because Ultrabook is an Intel trademark, it might have been a stumbling block there. For what they get out of it: Increased HBM demand will probably get Hynix in gear for the speed AMD wants/needs. Could put Nvidia at a technical disadvantage? They only published a white paper on MCM strategies earlier this year - Intel have the EMIB working and AMD have had consumer interposer tech for years now. Bigger push for Freesync 2 monitors? It'll make Chipzilla and AMD look good, and Intel has the market share to appeal to that from panel OEMs. I know we said "not exposure", but all of a sudden Apple iMac Pros and high end laptops have Radeon graphics - exposure isn't worth much, but being on "the best" products probably is (especially when for years you've only been on bargain basement laptops). Consoles are pretty low margin for AMD - if suddenly there are a lot of laptops that can deliver a better experience than consoles, that's a really big deal. AMD will likely get better margins, and a lot of folks might just think to spend a little extra on a nice laptop that'll plug into the TV for games. With Coffee Lake chips out, Ryzen mobile may have a tougher time competing for high end notebooks - I'm willing to side grade from a Broadwell i7 & 970M laptop to an RR laptop for similar graphics and updated port selection, but not a lot of people are. Could weaken mobile Nvidia sales from the MX150-1050Ti? Semicustom, the division that kept AMD floating for years, sales were down recently. If sales keep up on Ryzen (a big if), they're still good on cash and hedges against Coffee Lake sales siphoning off desktop sales. It's a good move, and there are tons of reasons for doing it. I'm excited.
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Nov 6, 2017 20:07
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craig588 posted:I like how all of us are coming out owning AMD stock and none of us recommend AMD hardware. And then people wonder why the AMD stock is such a rollercoaster...
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Nov 6, 2017 20:07
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craig588 posted:I like how all of us are coming out owning AMD stock and none of us recommend AMD hardware. Intel seems to have made a pretty big mess of the supply situation for Coffee Lake, or: We can Cores too!
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Nov 6, 2017 20:08
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NewFatMike posted:Especially because Ultrabook is an Intel trademark, it might have been a stumbling block there. Just call it Turbook or something 
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Nov 6, 2017 20:08
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craig588 posted:I like how all of us are coming out owning AMD stock and none of us recommend AMD hardware. I recommend AMD hardcore. Still real happy with my Vega 64 
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Nov 6, 2017 20:08
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