News AMD 2Q 2020 Earnings: Record Revenue, Notebook and EPYC Sales, Highest Desktop CPU Sales in 12 Years

[Admin]

AMD released its 2Q 2020 earnings results with record revenue, notebook and EPYC processor sales. The company also notched its highest desktop PC sales in 12 years.

AMD 2Q 2020 Earnings: Record Revenue, Notebook and EPYC Sales, Highest Desktop CPU Sales in 12 Years : Read more

 

[Arbie]

Go AMD! We desperately need two solid players. Learned that, at least, from the Intel years.

 

[Rdslw]

Go AMD! We desperately need two solid players. Learned that, at least, from the Intel years.

AMD was so off track by FX years, that intel was cussing at snail speeds.
When intel noticed they are back and tried to race again

View: https://youtu.be/tI-xi26m3EU?t=1
<<< this happened (end video at ~5 sec).
I am sure you can spot intel.
Hopefully they will recover faster than AMD from FX....
and we will see those good times when they had very even competition.

 

[jasonf2]

With Intel's recent purchase of TSMC excess capacity almost equaling AMD's total TSMC allocation I would say that AMD's enjoyable process node advantage has come to an end. Intel's purchase of that capacity also means that AMD (which is fabless) will now have to go to other fabs (Samsung) to produce additional chips. While not impossible this will be a pain for AMD. Someone in here will correct me if I am wrong, but I don't think GlobalFoundries even has a production node pushing under 12-14nm so they would be out of the question. With TSMC producing 7nm Intel is just a matter of time before moving there with their fabs. They have usually enjoyed a full node ahead advantage though and Intel would need to skip 7nm and go straight to 5nm in order to get back into their historic position (Before it starts I know that Intel doesn't measure the same and Intel 10nm is on par with others 7nm). I don't see this happening with their fabrication node delays. AMD and Intel are going to go head to head based off of their design teams, not process advantage. My guess is that we are in for a worsening supply shortage of high end processors built on the latest process nodes with everyone pulling from two global fabs instead of three and no one willing to increase capacity due to Intel's position. I think these supply shortages are what is going to slow AMD's market share growth.

 

[digitalgriffin]

With Intel's recent purchase of TSMC excess capacity almost equaling AMD's total TSMC allocation I would say that AMD's enjoyable process node advantage has come to an end. Intel's purchase of that capacity also means that AMD (which is fabless) will now have to go to other fabs (Samsung) to produce additional chips. While not impossible this will be a pain for AMD. Someone in here will correct me if I am wrong, but I don't think GlobalFoundries even has a production node pushing under 12-14nm so they would be out of the question. With TSMC producing 7nm Intel is just a matter of time before moving there with their fabs. They have usually enjoyed a full node ahead advantage though and Intel would need to skip 7nm and go straight to 5nm in order to get back into their historic position (Before it starts I know that Intel doesn't measure the same and Intel 10nm is on par with others 7nm). I don't see this happening with their fabrication node delays. AMD and Intel are going to go head to head based off of their design teams, not process advantage. My guess is that we are in for a worsening supply shortage of high end processors built on the latest process nodes with everyone pulling from two global fabs instead of three and no one willing to increase capacity due to Intel's position. I think these supply shortages are what is going to slow AMD's market share growth.

Where did you hear Intel had secured all TSMC's excess capacity @ 7nm? Source please.

TSMC has no excess capacity between Apple, AMD, and others. That's why NVIDIA had to go to Samsung's 8nm node even through it's inferior.

 

[yronnen]

hmmm, thought that the site supposed to be a technology news site, but I feel an animosity against Intel in the last while... no objectivity?

 

[digitalgriffin]

hmmm, thought that the site supposed to be a technology news site, but I feel an animosity against Intel in the last while... no objectivity?

Everybody has their favorites. But competition is good. Intel for better or worse has been a near monopoly for about 10 years now. And as a result consumers didn't have a choice and intel raked in countless profits for minimal investment on their part (little improvement). So it's obvious resentment grew. What do you expect?

I want competition. I think a delay till 2023 for intel will give AMD the chance to reach equal footing company health wise. And that's a good thing for all us consumers and companies that depend upon them alike. Competition is a good thing.

 

[jasonf2]

Where did you hear Intel had secured all TSMC's excess capacity @ 7nm? Source please.

TSMC has no excess capacity between Apple, AMD, and others. That's why NVIDIA had to go to Samsung's 8nm node even through it's inferior.

An article on the burnin indicates that Intel has ordered 180000 wafers on TSMCs upcoming 6nm process node. This is in contrast with AMDs order of 200000. Tomshardware also had an article with TSMC indicating that they would not be increasing fab capacity due to the order as they see the relationship as short term. It wasn't my intention to indicate imply that it was on the 7nm process only make a point of where intel was in contrast with TSMC fab tech that is currently being produced. It is arguable that Intel's 10nm is on par with TSMC 7nm when the whole die is looked at under a microscope but again they are not at full run on 10nm yet.

 

[digitalgriffin]

An article on the burnin indicates that Intel has ordered 180000 wafers on TSMCs upcoming 6nm process node. This is in contrast with AMDs order of 200000. Tomshardware also had an article with TSMC indicating that they would not be increasing fab capacity due to the order as they see the relationship as short term. It wasn't my intention to indicate imply that it was on the 7nm process only make a point of where intel was in contrast with TSMC fab tech that is currently being produced. It is arguable that Intel's 10nm is on par with TSMC 7nm when the whole die is looked at under a microscope but again they are not at full run on 10nm yet.

Link? TSMC's next node is 5nm not 6nm. Maybe you are thinking of 7nm+ (enhanced)

Intels 10nm would be technically equivalent to TSMC's 7nm. However it has so many problems, its like saying you can put a Jaguar in a race against Porsche. Jaguars look better on paper than they perform.

 

[jasonf2]

hmmm, thought that the site supposed to be a technology news site, but I feel an animosity against Intel in the last while... no objectivity?

If I am coming across as anti Intel that isn't the case. I go all the way back to my first build on an 8088 and cut my teeth on computers through the 80286/386 era. I have built on X86 for alot of years and have at times used about every manufacturer out there when they were price/performance competitive. Intel as the owner of X86 though is a love hate relationship for everyone involved even if they don't know it. AMD can only make X86 because of license to it that was established clear back in the IBM days due to production concerns by IBM. Intel had a few of these out to begin with, but has worked overtime to maintain a monopoly over the X86 architecture and done a pretty darn good job of it clearing the field down to pretty much AMD and itself which up until recently held negligible market share. The bigger picture here though is that while some chip manufactures have had their day in the sun at the end of the day Intel has seriously dominated the X86 game. They have held this by process lead, design lead and aggressive market control. Seeing them falter is not good for the computer industry. The fact that AMD is gaining market share isn't really a new story, just part of the cycle that we have seen historically. Intel gets comfortable and lets something run too long, a competing X86 manufacturer throws out an architecture that competes and Intel drops a new product that moves the bar so far forward that it obsolesces everything and they get their 90%+ market share back. At least that has been the story up until now. With Moore's Law getting ever more expensive to maintain and the physical limits of silicon approaching we have seen a slow down in process node development from Intel. On the other hand cell phone processors have driven the fabs like TSMC and Samsung to majorly innovate and speed up process nodes because they gain business by having the latest and greatest. AMD, having gone fabless after its global foundries spin-off, is reaping the advantages of the smartphone evolution. This is without having to directly invest billions of dollars in research and facility upgrades like Intel for the chip production process. Because of the outside fab innovation this cycle is different and I don't think anyone is sure where it is going. I honestly hope that Intel gets it worked out. The biggest reason is somewhat selfish honestly. If they hold true to cycle we are going to see a once every decade or so major jump in PC processing power. If we don't the PC industry is really showing the first effects of Moore's law falling apart.

 

[jasonf2]

Link? TSMC's next node is 5nm not 6nm. Maybe you are thinking of 7nm+ (enhanced)

Intels 10nm would be technically equivalent to TSMC's 7nm. However it has so many problems, its like saying you can put a Jaguar in a race against Porsche. Jaguars look better on paper than they perform.

https://www.theburnin.com/industry/intel-orders-180000-6nm-wafers-from-tsmc-2020-07-28/