Question Zen 6 Speculation Thread

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511

Platinum Member
Jul 12, 2024
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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 integrated, their cost structure per wafer would be WAY higher than AMD using TSMC (even if they used all N2 for Zen 6).
No? while the fab to feed etc is true you are missing the fact that the wafer margins are going to Intel instead of TSMC also the R&D/Fab Intel has already spent too much that was to catch up to the underinvestment.
As for Intel feeding TSMC this will soon be down near the year end or early next year.
 

Timmah!

Golden Member
Jul 24, 2010
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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 counts revolves around a max of 4 IOD's and 16 CCD's for DC.

I don't recall much leakage of information on laptop or desktop.
Thank you!

Another question, has the 12-core compute die been confirmed, or it is still a rumor? If confirmed, even for desktop, i mean "client", or that one is going to stick to 8-core chiplets?

Finally, if its happening across the board, even for desktops, do we expect dual-chiplet variant as well, i mean *950x SKU? Or will AMD be like "this new 12core CPU is in most situations (browsing, games) 10-15 percent faster than your old 16core, give 700 bucks for this SINGLE compute tile product naow?
 

inquiss

Senior member
Oct 13, 2010
442
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Thank you!

Another question, has the 12-core compute die been confirmed, or it is still a rumor? If confirmed, even for desktop, i mean "client", or that one is going to stick to 8-core chiplets?

Finally, if its happening across the board, even for desktops, do we expect dual-chiplet variant as well, i mean *950x SKU? Or will AMD be like "this new 12core CPU is in most situations (browsing, games) 10-15 percent faster than your old 16core, give 700 bucks for this SINGLE compute tile product naow?
Honestly, I would look at the other sources in this thread rather than OneEng2 for information. They are speculating on what they think, which is fine of course, but others here have more info so I'd look there if you want to understand what the lineup looks like. Whether you trust them is up to you, but just read the last 5 pages of you'd like picture based on that info rather than the speculative guesses OneEng2 is throwing out. No shade in this post by the way, they are having fun.
 
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maddie

Diamond Member
Jul 18, 2010
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No? while the fab to feed etc is true you are missing the fact that the wafer margins are going to Intel instead of TSMC also the R&D/Fab Intel has already spent too much that was to catch up to the underinvestment.
As for Intel feeding TSMC this will soon be down near the year end or early next year.
Are you assuming that all fabs are equal in margin irrespective of operational and geographic variations? A fab is a fab is a fab?

What makes you think Intel will have any positive margins. It's possible they might just lose less. It all depends on their cost of production, on which we have no clue.

TSMC (USA) is already claimed to be 30%+ more expensive. That directly translates to an equivalent Taiwanese fab margin. Where these trade wars end is anyone's guess, but that is probably the only way to have pricing parity, at least in the US. The wider world will go to the cheapest supplier, and in turn, the end products will be more competitive.
 
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StefanR5R

Elite Member
Dec 10, 2016
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Another question, has the 12-core compute die been confirmed, or it is still a rumor?
By confirmed, do you mean publicly disclosed by AMD?
Here is almost everything what AMD openly said about Zen 6 so far:
https://www.amd.com/en/search/site-search.html#q="Zen 6"
;-)

[Even when they announced that Venice shall tape out on N2, they called it 'next-generation EPYC', not Zen 6...]

So any news on Zen6 recently, the desktop parts i mean? Havent paid attention recently at all, dont even know whether there was Computex already.
At Computex 2025 (May 20-23), AMD presented Radeon RX 9060 XT and FSR 4, and previewed Threadripper 9000 and Radeon AI Pro R9700.
https://www.amd.com/en/corporate/events/computex.html
 
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511

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Are you assuming that all fabs are equal in margin irrespective of operational and geographic variations? A fab is a fab is a fab?
No? I am well aware of that it's totally dependent on the process cost structure cause the cost of equipment is nearly the same across Intel/TSMC/Samsung.

The thing that differ is the process steps and the cost to build(land/construction etc).

What makes you think Intel will have any positive margins. It's possible they might just lose less. It all depends on their cost of production, on which we have no clue.
Few things first 18A cost structure and from the public info that might not require double patterning for 18A which is huge cause N2 for sure is double patterned.
Also their I3 fabs are at lower utilization and 18A is yet to ramp it is common thing that in fab Utilization is money the less you have the more you loose and Intel 3 is not running at a good utilization. Second Intel 7 and 18A cost structure are similar and they have a large wafer price difference.
TSMC (USA) is already claimed to be 30%+ more expensive. That directly translates to an equivalent Taiwanese fab margin. Where these trade wars end is anyone's guess, but that is probably the only way to have pricing parity, at least in the US. The wider world will go to the cheapest supplier, and in turn, the end products will be more competitive.
Well TSMC's most US fab worker are Taiwanese not to mention they had large issues due to culture and other stuff something Intel hasn't had to deal with it is surely expensive to build in US vs Taiwan but TSMC is exaggerating a bit there was a Techinsight article regarding the fab cost and iirc it was 7-10% more expensive than to build fabs it is somewhere in between that
 
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Timmah!

Golden Member
Jul 24, 2010
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Honestly, I would look at the other sources in this thread rather than OneEng2 for information. They are speculating on what they think, which is fine of course, but others here have more info so I'd look there if you want to understand what the lineup looks like. Whether you trust them is up to you, but just read the last 5 pages of you'd like picture based on that info rather than the speculative guesses OneEng2 is throwing out. No shade in this post by the way, they are having fun.
OK. While i adressed my post at them, as they responded to my previous post, it was more of question for everyone here, willing to answer.
I mean, i would appreciate, even if the others, who you say might have more info, answered those questions. I am all for open debate.
 

inquiss

Senior member
Oct 13, 2010
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OK. While i adressed my post at them, as they responded to my previous post, it was more of question for everyone here, willing to answer.
I mean, i would appreciate, even if the others, who you say might have more info, answered those questions. I am all for open debate.
It's in the previous 5 pages. You can read them if you'd like an answer. I've also posted summaries.
 

Fjodor2001

Diamond Member
Feb 6, 2010
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Honestly, I would look at the other sources in this thread rather than OneEng2 for information. They are speculating on what they think, which is fine of course, but others here have more info so I'd look there if you want to understand what the lineup looks like. Whether you trust them is up to you, but just read the last 5 pages of you'd like picture based on that info rather than the speculative guesses OneEng2 is throwing out.
So the info that the 9950X successor is basically 2x 12C Zen6 and new IOD with 4x LPE Zen6 (and NPU & iGPU) is speculation then as I understand it.

But what is the alternative speculation? It’s not obvious from the last 5 pages that you mentioned I think.
 

511

Platinum Member
Jul 12, 2024
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So the info that the 9950X successor is basically 2x 12C Zen6 and new IOD with 4x LPE Zen6 (and NPU & iGPU) is speculation then as I understand it.

But what is the alternative speculation? It’s not obvious from the last 5 pages that you mentioned I think.
2X LPE cores and I think those are 5C not Zen 6 maybe I am wrong about the 5C part.
 

Thunder 57

Diamond Member
Aug 19, 2007
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So the info that the 9950X successor is basically 2x 12C Zen6 and new IOD with 4x LPE Zen6 (and NPU & iGPU) is speculation then as I understand it.

But what is the alternative speculation? It’s not obvious from the last 5 pages that you mentioned I think.

Would be nice to see them double the iGPU from 2CU to 4, but gotta have that NPU!
 

Thunder 57

Diamond Member
Aug 19, 2007
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From 0 TOPS to 40 TOPS ♾️ performance upgrade(40/0).

I'm still waiting for something I use to make use of an NPU. I understand that's where things are headed so I get why it's there. And to be fair two more CU's doesn't do much anyway. As long as they have all of the relevant encode/decode this is more important.
 
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511

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I'm still waiting for something I use to make use of an NPU. I understand that's where things are headed so I get why it's there. And to be fair two more CU's doesn't do much anyway. As long as they have all of the relevant encode/decode this is more important.
If they don't mess up the encode decode AMD barely caught with Intel in this department with RDNA 4.
 

fastandfurious6

Senior member
Jun 1, 2024
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If you think the 30K is bad, word on the street is that A14 will be 45K/wafer.

kinda makes sense

2nm is almost here but 7nm is still very-high-performing and not outdated at all and will be for long time

whole range of sub 10nm lithos be on market and main diff will be price with the cutting edge costing a fortune
 
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Fjodor2001

Diamond Member
Feb 6, 2010
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AMD's roadmaps and intels are different. They're different companies and have different cores and strategies.
Yes, but do you have access to AMD’s roadmap w.r.t. LPE cores?

Also, from was discussed earlier in this thread, 2 LPE cores was considered too weak to do their intended job for Intel so they bumped it to 4, and also used higher performing cores. Is there any reason to assume the same should not be true for AMD? Are you e.g. expecting that AMD’s LPE cores will have much higher performance per core than Intel?
 
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marees

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Apr 28, 2024
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Are you e.g. expecting that AMD’s LPE cores will have much higher performance per core than Intel?
MLID expecting high performance (like zen 3 core) from LP cores

Functionally you just need power efficient cores to handle back ground OS tasks & wake up from sleep etc.
Basically extend battery life for low usage scenarios
 

LightningZ71

Platinum Member
Mar 10, 2017
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It's probable that AMD'S LPE cores may be more performant than Intel's in Meteor Lake were. AMD hasn't made a core that's incapable of running at least two threads (excluded fused off functions for low cost parts) since before Zen1. If that's true of the LPE cores, then they should be able to handle at least twice as many threads even if there are just two of them.
 
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