Discussion Zen 5 Speculation (EPYC Turin and Strix Point/Granite Ridge - Ryzen 9000)

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A///

Diamond Member
Feb 24, 2017
4,352
3,154
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They will, for Dense.
For markets were every watt matters.
and dense isn't for regular consumers, he was implying vanilla and dense for server/epyc will be on that with the back side delivery with gate all around where you said the former wasn't there and only the 2nd one. how many of us apart from Mark and maybe saylick need epycs in our homes?

in future it's best to ignore yuri, he's like nostra but pops out of nowhere.
 

A///

Diamond Member
Feb 24, 2017
4,352
3,154
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No one gonna call this absurdity out?
he's not. even tim jobs made it clear in their last report they've seen lower and lower sales of iphones each quarter. turns out good time sor bad, ain't no one wanting to spend 1-1.5K on an iphone anymore and will hold out for years. that's apple's own guidance q after q. they know something more than the typical consumers do and the wall street yuppies still want more from them.
 

A///

Diamond Member
Feb 24, 2017
4,352
3,154
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Actually, I don't think smartphones are over. I think IPHONE sales are declining, as most people would get an android "something brand" smartphone. As said above , over $1,000 for a smartphone is insane IMO.
android phones are no cheaper. samsungs are as expensive if not more than iphones. Pixel 8 is due to be $650 for base model, $700 if you want 256 gb of space, up to $999 for the base pro model. Oneplus 11 starts at $699 and quickly shoots up from there. they're not influenced by apple pricing, it's that they know they'll still get sales.
 

Markfw

Moderator Emeritus, Elite Member
May 16, 2002
25,671
14,676
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Yes they are.

Nope, Apple gained marketshare.

Nope, people want Apple.
I guess it hard to find that could be true. My son and grandkids (2,6 and 13) ALL have smartphones. They little ones are the worst. You try to take it away, and they throw a fit. They are all addicted. And everywhere I go, at the gym, grocery store, driving, they are all using their smartphones all the time. Everyone but me.

Edit: I can't really use a phone, but I bought a galaxy 10 for $200 that I use for my real-time captioning software, so I can talk to people.
 

dr1337

Senior member
May 25, 2020
362
607
136
No one gonna call this absurdity out?
This is the Zen 5 thread, after all, and entertaining more them seems to be making things more absurd than they would be otherwise. A person jumping from saying the market is soft right now to saying the smartphone is DEAD is truly ironic. Almost like they want more people to call it out and further derail this thread.

Personally I hinge most things on AMD's official roadmaps, maybe we miss the secret projects only the leakers know about but until zen 6 shows up on a real chart (or as an engineering sample) I'd doubt anything about anyone's supposed industry knowledge. Maybe we can make infrences on what node AMD plans to use for off-roadmap designs based on Apple orders and TSMC quarterly profits, but thats only an educated guess at best for the time being. I don't really see how any of what they're saying could possibly be relevant, unless their uncle really works at AMD like they imply.
 
Reactions: Tlh97

A///

Diamond Member
Feb 24, 2017
4,352
3,154
136
I guess it hard to find that could be true. My son and grandkids (2,6 and 13) ALL have smartphones. They little ones are the worst. You try to take it away, and they throw a fit. They are all addicted. And everywhere I go, at the gym, grocery store, driving, they are all using their smartphones all the time. Everyone but me.

Edit: I can't really use a phone, but I bought a galaxy 10 for $200 that I use for my real-time captioning software, so I can talk to people.
You know I'll be honest. I've had a handful of drinks and I misread this thinking your 13 yo grandson was your son and pondered what was happening. that is today's kids mark. A lot has changed since we were young children ourselves. I had one of them big flip phones in the 90s and honestly felt like a moron talking on those or the later tracefone because no one our age then had one of those things. It was all people later in age and obviously impressive business folk. now you'll see 13 yos with a max pro from apple. It's all a little too much for me. Even more bizarre is when parents give a 1 or 2 yo an ipad to learn on. what happened to picture books or toys? Obviously I'm not judging your son here because sometimes it's hard to find something a child will like. The cost to change an app or video is minuscule.

I say bring back the damn rotaries!
 
Reactions: Tlh97 and Saylick

Saylick

Diamond Member
Sep 10, 2012
3,272
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Yea...
If only it was ironic.
Apple was barely on target this Q and that's with MSS gains and the chinese vendors just outright got taken to the cleaners.
Shoot, well I hope this means Apple will think twice about raising the price of their phones. I'm in the market for a new phone this year so the cheaper the better for me.

Alright, enough about the damn iPhone. This is a Zen 5 thread.
 

A///

Diamond Member
Feb 24, 2017
4,352
3,154
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man I'd love to see the day apple comes begging to amd to help them or maybe intel if they still make a product damn worth anything.
 

A///

Diamond Member
Feb 24, 2017
4,352
3,154
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N2 HVM is somewhere H2'25 or therein so AMD will start shipping Dense CCD early '26.
Bueno!
no problemo kepaso not like intel will have have anything remotely or unremotely competitive at that point. short of pat being booted he'll probably wear a shroud with chopped of wafers knit to it like some bizarre shroud of turin so satisfy his jesus freak habits and pray and cry and sing holy songs for intel to become competitive when intel sealed their fate long before he came back and before swan and before krzanich decided to take a viagra and hump a coworker like a dog needing fixing.
 

A///

Diamond Member
Feb 24, 2017
4,352
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CWF on 18A should be ok enough, unlike SRF which gets unalive'd before it even launches.
clearwater forest? I've had a few bottles of wine today you'll need to be more specific. It's easy to say it'll be ok but what's important is if intel can get 18a working on time. even intel had trouble with their 7nm allegedly according to reports.

and whether or not these products will be alright or doa if a series of vulns are discovered that affect it and prior processors including sapphire rapids when the ladder has been spared recently.

I'm half convinced intel's engineers behave like those two guys from the film step brothers and nail themselves and their limbs to the wals and floors while giggling like morons.
 

Doug S

Platinum Member
Feb 8, 2020
2,377
3,793
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Big boy real computing.
Just look at TSM revenue split past Q.

You mean the PC market that is cratering harder than smartphones, and only took a brief respite from a decline that started in 2010 or so due to the pandemic?

Obviously you don't mean that, you must mean 'AI'. Not sure how Nvidia GPUs running crap like ChatGPT is going to replace smartphones but keep living in your dreamworld where Apple is no longer relevant!
 

Doug S

Platinum Member
Feb 8, 2020
2,377
3,793
136
Actually, I don't think smartphones are over. I think IPHONE sales are declining, as most people would get an android "something brand" smartphone. As said above , over $1,000 for a smartphone is insane IMO.

iPhone has NOT been declining as part of the overall smartphone market decline. You and Acid Rock are really living in some sort of universe of alternative facts because all you have to do is google and look up the market share percentages. The shipment volumes have declined slightly for Apple, but they can't increase every quarter especially with how much they had been increasing the last few years. People have been claiming the iPhone has peaked for like a decade now, and they are always wrong.

 

adroc_thurston

Platinum Member
Jul 2, 2023
2,841
4,175
96
You mean the PC market that is cratering harder than smartphones
No we're so back already (check Q2 client rev for both INTC and AMD).
Not sure how Nvidia GPUs running crap like ChatGPT is going to replace smartphones
It's lotta silicon content at once.
but keep living in your dreamworld where Apple is no longer relevant!
Do i have to post TSM quarterly pie charts or would you just do it yourself.
 

Joe NYC

Platinum Member
Jun 26, 2021
2,158
2,740
106
Actually, I don't think smartphones are over. I think IPHONE sales are declining, as most people would get an android "something brand" smartphone. As said above , over $1,000 for a smartphone is insane IMO.
It's the percentage of revenue TSMC derives from smartphones vs. HPC.

Not too long ago, maybe 2 years ago, smartphones were majority of TSMC business. Last quarter, it was down to 33%.

So, the question is if Apple will continue to take majority of the leading node and continue to fund these leading nodes with Apple's orders. It's possible Apple's role will diminish.

 

naukkis

Senior member
Jun 5, 2002
726
610
136
If you implement a common drain Nfet in serial with the positive rail then you need a voltage that is higher than the drain voltage (so higher than the positive rail) to drive the Nfet gate and get it in full conduction if it s required, thats a basic of fets behaviour, you must have the gate voltage at (drain voltage + Vth), Vth being the gate voltage threshold of the fet.

Common drain is not possible as i said, it s explicitely common source on the pic above since these are Pfets that are in serial with the positive rail, their gate can be brought at a way lower voltage than their drain, wich allow full conduction when the core is at max frequency and require the highest possible supply voltage.

Yeah I thought SOC voltage was high enough - though that's not the case. But there's other ways to do linear regulators in efficient manner, maybe they just use depletion mode fets. That's pretty much 100% efficiency without voltage reduction between rails and still pretty good efficiency at voltage reduction even with common source. That's way better efficiency compared to switching power supply which needs close to 100% duty cycle to achieve full voltage to cores - where cores full power demand also exists.
 
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