Question Zen 6 Speculation Thread

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511

Golden Member
Jul 12, 2024
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Wow, that's unbelievable compute in a single CCD! And with 128MB L3 shared among all cores, A lot of bandwidth usage stays withing the CCD, putting less strain on memory controllers and memory itself.
Not to mention 16 Channel DDR5 with either 7200 or 8000 MT/s
Yes.

First of all, keep in mind Venice-D would very likely use only 8 CCDs, while regular Venice would use 12, same CCD ratios as the current Turins.
So with ~75mm² x 12 vs. ~140mm² x 8, we're only talking about ~25% more total CCD silicon area for 77.7% more cores.
If there's customers willing to pay anywhere from ~50-70% higher prices for these 77% more cores per socket, it'll be more than worth it.
The thing with silicon area and yield is it exponential so is the cost to make them.
Second, AMD can't know for sure when Intel starts doing good things again, or when some ARM server CPUs start to catch up in both per-core-perf and core count.
I bet AMD is expecting some moves from Intel if they don't they will end up in Intel's place and be surprised.
For customers who want as many decently-performing cores per socket as possible, AMD can't really move too fast on that front.
If they happen to end up way ahead of the competition, they can just price that into the higher SKUs + gain more market share.
I mean, TSMC is a prime example that being by far the best option for something is what makes you successful.
If the market is very competitive, you may be forced to sell products at modest margins.
If you're far ahead of the competition, you can demand a premium and customers will still pay.
TSMC has been amazing in the last 10 years.
 

511

Golden Member
Jul 12, 2024
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Why so many node variants? N3, N3B, N3E, N3P, N3X... 5+ node variants per node! don't they cost too much to create in the first place?
ask TSMC for this they are trying to create history by competing with Intel 14nm+++++.
Anyways N3 is Node family and N3B is the node no one wants to use you are left with N3E/P/X all are design rule compatible with just slightly different PnP characteristics.
 

Joe NYC

Diamond Member
Jun 26, 2021
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One has to wonder: If L3 alone on the 32 core Zen 6c is 128MB, which is probably area of about 60 mm2 and if the whole die is about 175 mm2, if it did not make sense to move the L3 to V-Cache entirely, have the resulting chip only ~115 mm2 and equally sized V-Cache chip with 128 MB of memory.

If the 32 core CCD is a single die (with no options to add or subtract), in effect being a "unit". Then L3-less die + V-Cache that would always go with it would also be an equivalent "unit"

The argument used against L3-less CCD die (in client and such) goes out the window. That argument was that CPUs with V-Cache are a minority of demand and the majority of demand for CPUs would be too crippled with no L3. This is a reasonably strong argument.

In case of Zen 6 32 core CCD, this argument does not exist.
 

reaperrr3

Member
May 31, 2024
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No 192 Cores Zen 6 🤔
Well, there will most likely be 192c SKUs of Venice-D.
Since Venice-D removes the L3-per-core disadvantage of Turin-D, I doubt many customers will care.

A 192C with 12C CCDs would've been much more complex and expensive to make, while probably too power-constrained to perform much better than a 192c Venice-D (possibly even performing worse in some scenarios, because of less L3 per CCD).
 

511

Golden Member
Jul 12, 2024
1,988
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Well, there will most likely be 192c SKUs of Venice-D.
Since Venice-D removes the L3-per-core disadvantage of Turin-D, I doubt many customers will care.

A 192C with 12C CCDs would've been much more complex and expensive to make, while probably too power-constrained to perform much better than a 192c Venice-D (possibly even performing worse in some scenarios, because of less L3 per CCD).
Well D SKUs gimp the per core performance die to drop in frequency
 

LightningZ71

Platinum Member
Mar 10, 2017
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Not sure where I got the 25%; however, if your link is accurate, then it becomes even more unlikely that AMD would produce a 32c Zen 6c CCD.

Agree. I went with the assumption that both EPYC Zen 6 (full) and desktop chips would be sharing the 12c/24t CCD.

Taking out the 512bit data path is a pretty big tear up IMO. I am guessing it just isn't worth it.
The work will have already been done. Their mobile cores are exactly that going forward (or so say the rumors).
 

OneEng2

Senior member
Sep 19, 2022
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I find it HIGHLY unlikely that AMD is going to drop EPYC Zen 6 full core count down to 96 cores.

I also find it IMPOSSIBLE to believe that AMD will reduce the core count on their EPYC dense. The entire purpose of the dense version is for cloud computing that doesn't utilize the L3 very well and where max core count rules.
No 192 Cores Zen 6 🤔
I am thinking this is a little too far off the side of reason as well.

It's just my speculation at this time, but I find it much more likely that AMD will lean into chiplets and IOD technology in the next generations of processors. This will lead to smaller die sizes and more complex combinations of IOD's.

This gives AMD the best combination of cost reduction and scalability.

I believe a 32c CCD is technically possible, but it may well be economically inferior. Think of it this way....

AMD can EITHER create fewer VERY expensive CCD's and have a less complex packaging having fewer IOD's OR they can create MORE less expensive CCDs and use more IOD's.

I see no down side to the scaleable approach and many advantages.

Scaling via an IOD that has 4 channel memory allows AMD to scale memory channels along with processor cores keeping the system in balance.

Each generation AMD gets to decide what memory technology they will support the platform on, select the number of cores in a CCD that can be fed from that memory, then create an IOD that matches the number of channels needed to the number of CCD's supported.

Scaling of cores then becomes something that is only limited by the socket power and max memory channels supported by the socket design.

These kinds of decisions are my daily bread and butter. From a business standpoint, this looks pretty appealing to me.

I even doubt that there is a performance hit by putting fewer cores on a CCD and having more IOD's vs having fewer IOD's and having more cores on the CCD as work is scheduled by thread in the OS.
 
Reactions: Joe NYC

OneEng2

Senior member
Sep 19, 2022
537
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Yeah, it will cost AMD 50 bucks extra but reduce NUMA nodes by half, discerning customers will pay a lot for that.
Well, the market is ~20 million a year of which AMD has the majority of now IIRC. Lets say 10 million. (wild guess and based on chatgpt market numbers)

So that $50.00 you are making such a small matter of translates into 5 billion dollars.

We will have to agree to disagree on if $50 cost per unit is a big deal or not.
 

Kepler_L2

Senior member
Sep 6, 2020
798
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Hmmm, what is the reason for downgrading the Venice's core count back to the Genoa level? Are Zen 6-based EPYCs really going to be "F" only with the rest being based on Zen 6c?
With Zen6c now having the same amount of L3 as regular Zen6 the performance difference is probably not that big outside of lower core count higher frequency SKUs.
 
Reactions: Tlh97 and Joe NYC

MS_AT

Senior member
Jul 15, 2024
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Hmmm, what is the reason for downgrading the Venice's core count back to the Genoa level? Are Zen 6-based EPYCs really going to be "F" only with the rest being based on Zen 6c?
That would be the most sensible conclusion to me, especially assuming that N2 brings with it higher frequency it's possible the Dense Zen6 parts will be able to match all core frequency of Zen5 non-dense parts, and pull ahead thanks to other architectural changes.
 
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