8350rocks :
http://www.barrons.com/articles/amd-analyst-day-on-tap-this-could-go-to-uncharted-territory-says-rosenblatt-1494618365?
Interesting read about financial analyst insight into AMD's roadmap, and also a few confirmations of upcoming products.
"We think AMD’s Zen in 2017/18 may be better than Intel x86 roadmaps based on Skylake, Kaby Lake, etc. Servers – AMD Naples 32 core (64 thread) will go up against Intel Skylake Purley 28 core (56 thread) this summer and both likely launch at Computex later this month. It is possible Intel may introduce a 32 core product to counter Naples, however it is not clear at this time. Naples will sport 8 DRAM channels vs. Skylake’s 6 DRAM channels for 33% memory bandwidth (this is hugely im- portant for hyperscalers). More cores, more threads, more bandwidth, better price performance, better performance/watt, for AMD."
Strong words great article... I'm looking forward to Tuesday...(an the end of the month)..
Thing's are really starting to hot up... The only piece of the puzzle that seem's to be lacking, also the only piece of their plan that appears to be going awry is SK Hynix an HBM 2 production numbers... I hope it's finally ramping up.
Where Naples is weak Vega is strong.
I suppose if push comes to shove customers could opt into Nvidia GPU's an still go with Naples. Be a spanner in the works though.
What is going on with Sk Hynix HBM 2 typical AMD something always goes wrong. An it's beyond their control (this wrinkle anyway).. frustrating !!
I can't help wondering if Nvidia is buying up more HBM 2 than they need from Samsung...
I mean even if they had enough they could just keep buying it or block booking it anyway (even if they cancel later samsung cannot sell any to AMD).. Or stock pile it they would use it eventually I guess. This would keep the brakes on Vega !! It would be one way of holding Vega back for the time being anyway. I wonder if this is what has been going on.. How much HBM 2 have they bought from samsung an whats their requirement ?? This would be a typical example of a company with massive resources manipulating the market to it's own ends. Just a thought.