News Intel might cancel 14A process node development and the following nodes if it can't win a major external customer — move would cede leading-edge ma...

[bit_user]

Could AMD not make lower core count chiplets on a cheaper process to fill in those budget CPUs, or even two different chiplet sizes on the currently planned node for the cheaper CPUs with lower core counts? To my understanding, the cost is determined by the die area so the smaller core count chiplet would not cost more because they would be a smaller area. Packaging would become more complex though.

They need enough volume for it to be worth doing. I think consumer chiplet-based CPUs are sort of piggybacking off the server chiplet-based CPUs, but if you made special desktop-only chiplets, then you'd have to sell a lot of them, to make it worthwhile.

That's why I think they have mostly a 2-pronged strategy of designing chiplets for server and desktops (and high-end laptops), plus designing monolithic APUs for laptops and desktop. If/when their mainstream laptop APUs adopt their chiplet architecture, then you might find a bit more creativity in the desktop market.

IMO, it would be really interesting to see them bring their C-core chiplets to the desktop. They wouldn't be cheap and I probably wouldn't buy one, but I'd be curious to see what sort of multithreaded performance they can achieve with a 32-core/64-thread CPU in an AM5 socket.

 

[bit_user]

intel might also just swallow the extra cost to get people to buy intel again and to advertise their new node to more customers (if it's good)

That would seem to violate the 50% margin policy.

 

[thestryker]

That's why I think they have mostly a 2-pronged strategy of designing chiplets for server and desktops, plus designing monolithic APUs for laptops and desktop. If/when their mainstream laptop APUs adopt their chiplet architecture, then you might find a bit more creativity in the desktop market.

I actually think that AMD is likely to use low end APUs to cover the low end desktop whether they change their packaging strategy or not. I don't really see a 12-core CCD part hitting the $300 MSRP price point.

 

[Eximo]

They could also just keep pumping out rebranded or updated Zen 5 chips rather than binning the 12 cores down. 9600XT 9700XT, etc.

I think a lot of people would be happy with a 10 core as an offering as well. Around $320-330 with the 12 core being more.

 

[helper800]

They could also just keep pumping out rebranded or updated Zen 5 chips rather than binning the 12 cores down. 9600XT 9700XT, etc.

I think a lot of people would be happy with a 10 core as an offering as well. Around $320-330 with the 12 core being more.

I am thinking the 12 core '10800X3D' part to cost in the realm of 550-650 dollars TBH. 12 core non X3D in the 450-500 dollar range. These are MSRP on launch to be clear.