After reading a Ryzen 9
9955X6D post about
Moore's Law is Dead leaks on ElChapuzazInformatico, a Spanish IT site that mostly regurgitates news from other sources without giving credit or naming sources, but sometimes comes up with juicy bits anyway...
I've come up with an idea that finally resolves my many questions about the lack of economy for the Strix Halo CCDs:
I believe the 9955X6D and potentially some other Zen 5.5 „refresh“ products might actually be based on the Strix Halo CCDs and using a new stripped down, potentially even iGPU less IOD, which then also leaves the door open to better RAM speeds with a new memory controller (Strix Halo derived).
Reason: Strix Halo CCDs using a „sea of wires“ interconnect for Strix Halo-only are economic nonsense for Strix Halo alone, it simply doesn’t have the potential for scale. But with Strix Halo out the organic die interconnect that may replace the current die carrier Inifinity Fabric also for Zen 6/7 is proven and may offer much better die-to-die latencies, almost monolithic quality, important for desktop gamers, but not suitable for EYPC *).
Thus by only swapping out the IOD for an alternative that replaces memory lanes with PCIe lanes, and the iGPU with either nothing (or NPU or µ-GPU) they have access to a much improved gamer/desktop Strix Halo CCD they are already producing, to make new „Halo Zen 5.5“ parts.
It fits at least partially giving up the increasingly tight EPYC/desktop shared parts strategy in the longer term, or it may signal also a shift in how future EPYCs might be packaged, but with AMD increasing market share and scale (and Intel unable to catch them), they may depend less on that shared strategy anyway, and they wouldn’t want it to become a liability.
How exactly that will play out between EPYC, Thredripper, MegaAPUs, Desktop and mobile remains to be seen, but AMD has consistently shown that modularity can take many forms and that they play it smart.
This move at least for me shows a way around what I thought was a rather atypical stupid move by AMD for what seems a bespoke Strix Halo design and now may be the base for a gamer desktop revolutionary "refresh".
Bonus feature: now if, how and where the Strix Halo IOD might also see some re-use outside just the current Strix Halo, is another interesting bit to consider.