Recent content by OneEng2

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Question Zen 6 Speculation Thread

Hardly. Intel has more mouths to feed, fab plants to feed, Fab R&D to feed, 18A development to feed (and future nodes), High NA to feed, etc, etc, etc. Currently, on top of all that, Intel is ALSO feeding TSMC. My contention is that even if Intel were to go back to being 100% vertically...
- OneEng2
- Post #3,370
- Yesterday at 4:40 PM
- Forum: CPUs and Overclocking
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Question Zen 6 Speculation Thread

Yes. I believe that AMD's cost structure is far superior to Intel's. I also believe that Intel maintaining market share at the expense of profit. The reason that they are selling Raptor Lake cheap is because that is all the market will bear. ARL sales are kept low on purpose because they...
- OneEng2
- Post #3,359
- Yesterday at 12:58 PM
- Forum: CPUs and Overclocking
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Question Zen 6 Speculation Thread

Link please. Perhaps you are confusing me with someone else? Ok, perhaps that is poor wording. Link please? Global x86 server market 120bn/yr Global x86 client market 35bn/yr Growth of server market is vastly superior to that of client market .... especially in $/yr.
- OneEng2
- Post #3,339
- Monday at 9:45 PM
- Forum: CPUs and Overclocking
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Question Zen 6 Speculation Thread

The cost to the consumer is all that matters IF you are talking about market share. The cost to the OEM is all that matters IF you are talking about profit. If you can't cover your costs, you eventually go out of business. The technical details no longer matter. This! I currently see no...
- OneEng2
- Post #3,335
- Monday at 5:47 PM
- Forum: CPUs and Overclocking
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Question Zen 6 Speculation Thread

18A is much more expensive than N2 if costs are correctly accounted for IMO. The entire industry needs to realign to the fact that costs are going up exponentially for die shrinks and the benefit is slowing drastically. If ANY company relies on cutting edge lithography to sustain their lead...
- OneEng2
- Post #3,331
- Monday at 12:24 PM
- Forum: CPUs and Overclocking
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Question Zen 6 Speculation Thread

It is the number I have heard from quite a number of sources. Also, your assertion that N3E prices are at 20K/wafer may be incorrect as TSMC has announced price increases across the board recently. The market will shrink if they do. This is the point I have been making all along. AMD isn't...
- OneEng2
- Post #3,328
- Monday at 8:44 AM
- Forum: CPUs and Overclocking
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Question Zen 6 Speculation Thread

Great example. Counter example was leading up to P4 where Intel pushed its production clear up to the point where the 1Ghz PIII could only be produced in miniscule quantities in the face of the Athlon onslaught. So the biggest question seems to be, is Intel's architecture broken fundamentally...
- OneEng2
- Post #3,322
- Sunday at 9:04 PM
- Forum: CPUs and Overclocking
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Question Zen 6 Speculation Thread

The only meaningful information I can recall is that one or more of the server parts will be the first off the TSMC N2 line. Leaks suggest that a new IOD for server will be modular and support 4 CCDs and 4 channels of memory. Since socket SP7 only supports 16 channels, speculation about core...
- OneEng2
- Post #3,319
- Sunday at 4:28 PM
- Forum: CPUs and Overclocking
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Question Zen 6 Speculation Thread

I agree that this is the wild card. It seems to me that AMD would have to have already placed their bets on a process node for each die by this time though. Sure, it would be nice to know ahead of time if Intel were any threat or not, but I suspect AMD doesn't yet know (I doubt if Intel knows...
- OneEng2
- Post #3,317
- Sunday at 3:11 PM
- Forum: CPUs and Overclocking
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Question Zen 6 Speculation Thread

No disrespect intended for @Kepler_L2 . He seems like a straight shooter and brings good value to the conversation. I am simply wary of the source material that seems quite armature for any presentation from a major OEM. Still, that doesn't mean it isn't accurate, only that it is unlikely it...
- OneEng2
- Post #3,284
- Saturday at 12:34 PM
- Forum: CPUs and Overclocking
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Question Zen 6 Speculation Thread

This is what happens when you feed the troll.
- OneEng2
- Post #3,260
- Friday at 10:56 PM
- Forum: CPUs and Overclocking
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Question Zen 6 Speculation Thread

Even without nukes, such a confrontation would create a global depression so bad it would make 2008 look like a great time to be alive.
- OneEng2
- Post #3,259
- Friday at 10:54 PM
- Forum: CPUs and Overclocking
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Question Zen 6 Speculation Thread

And where exactly is this from? It seriously looks like something a grade school kid put together in power point.
- OneEng2
- Post #3,257
- Friday at 10:53 PM
- Forum: CPUs and Overclocking
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Question Zen 6 Speculation Thread

Wow. You got me there. How can I possibly argue with such a master of debate? @adroc_thurston Sounds to me like you are perfect for the strategic direction team at Intel. Of course, it might be a very short tenure as these ideas are quickly resulting in bankruptcy. I believe that the...
- OneEng2
- Post #3,256
- Friday at 10:50 PM
- Forum: CPUs and Overclocking
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Question Zen 6 Speculation Thread

Well now there's a actual good point! In the high end, I believe you are correct though. TSMC is essentially unopposed on the high end of Lithography.... and that is a national security problem for the USA.
- OneEng2
- Post #3,252
- Friday at 10:38 PM
- Forum: CPUs and Overclocking

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