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J
Joe NYC
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Zen 6 Speculation Thread
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J
Joe NYC
replied to the thread
Question
Zen 6 Speculation Thread
.
It's not like they would be wasting a lot of space between the area of the wafer and area of the sum of the tiles. What will, then...
Today at 10:57 PM
J
Joe NYC
replied to the thread
Question
Zen 6 Speculation Thread
.
I think it was just an existing design in search of customer, and AMD just calls it "semicustom" when a customer finally signed up.
Today at 9:56 PM
J
Joe NYC
replied to the thread
Question
Zen 6 Speculation Thread
.
Combined size of the chipet AMD is dealing with is not overwhelmingly large, within 400 mm2, so still a good number can fit on 300mm...
Today at 9:55 PM
J
Joe NYC
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burninatortech4's post
in the thread
Question
Zen 6 Speculation Thread
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That seems very plausible.
Today at 8:05 PM
J
Joe NYC
replied to the thread
Question
Zen 6 Speculation Thread
.
N32 sold for $400 - $500. That's as mainstream as you get, while N33 is low end. Just because N32 sold far less than it's potential...
Today at 8:04 PM
J
Joe NYC
replied to the thread
Question
Zen 6 Speculation Thread
.
AMD has been pioneering in this area, and, until now, did not have a very effective and affordable 2.5D solution. Now, AMD has it in...
Today at 7:56 PM
J
Joe NYC
replied to the thread
Question
Zen 6 Speculation Thread
.
AMD already tried with RDNA 3, with expectation of much bigger volume that was achieved. So the capacity was there back in 2022. The...
Today at 7:11 PM
J
Joe NYC
replied to the thread
Question
Zen 6 Speculation Thread
.
The question is if (and to what effect) semi-custom evolves in the age of chiplets. Really, it has been pretty much NADA from AMD on...
Today at 6:57 PM
J
Joe NYC
reacted to
Saylick's post
in the thread
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Zen 6 Speculation Thread
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It’s called semicustom for a reason. Sony and MS will use off the shelf AMD IP (read: logic blocks) to build their custom APUs. It’s not...
Today at 6:52 PM
J
Joe NYC
replied to the thread
Question
Zen 6 Speculation Thread
.
Companies other than TSMC (such as ASE) can do the this type of packaging (Integrated Fan Out) just fine. I am not buying that this...
Today at 6:51 PM
J
Joe NYC
replied to the thread
Question
Zen 6 Speculation Thread
.
BTW, here is Olrak's post that he calls schizopost. Year and a half later, it does not look insane...
Today at 5:09 PM
J
Joe NYC
reacted to
marees's post
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Zen 6 Speculation Thread
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Ok. I thought you were referring to PC Handhelds Lisa Su let out a statement today on this
Today at 4:54 PM
J
Joe NYC
replied to the thread
Question
Zen 6 Speculation Thread
.
The discussion was about next gen consoles, which are much bigger die sizes that APUs. Which is why I think it is possible they may go...
Today at 4:38 PM
J
Joe NYC
replied to the thread
Question
Zen 6 Speculation Thread
.
AMD has used monolithic for mobile, to keep the costs down, but is already expected to go with chiplets with high end mobile. So there...
Today at 4:10 PM
J
Joe NYC
replied to the thread
Question
Zen 6 Speculation Thread
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It seems that Intel has mostly the wrong type of packaging for mass market.
Today at 2:37 PM
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