AMD CEO Lisa Su discusses supply problems and the future of CPUs
In context: AMD'south CEO held a small press conference this week during CES 2022 where she discussed the big topics relating to the future of AMD and their corner of the manufacture. Now that AMD is in a strong position, she believes that they should double downwardly on their own technologies and innovations without worrying about other companies.
Desktop CPUs are AMD'southward greatest forcefulness, and laptop and enterprise CPUs are the two largest markets AMD has the opportunity to invade -- and AMD has no plans to become complacent. Lisa Su says that AMD is placing a heavy focus on Zen 4 and Zen 5, and anticipates them existence "extremely competitive" at a minimum.
Information technology was asked, because cadre counts have remained the same for two generations, if the current numbers – 8 for mobile, sixteen for mainstream, and sixty-four for enterprise – would become de facto limits. Lisa Su laughed the question away, confirming that "there will be more core counts in the futurity – I would not say those are the limits! Information technology will come as we scale the residual of the system."
One of the ways Intel plans on adding cores is by mixing up technologies; they're including high-performance and high-efficiency cores in their Alder Lake CPUs. AMD doesn't plan on pursuing this road, and Lisa Su pointed out that their current designs already calibration "very well from entry to enterprise, with the right mix of power, operation, and die area."
AMD does foresee an increment in specialization over "the next couple of years" but Su believes that they're already equipped to handle the challenges. Pointing at consoles, she said that "AMD has a strong semi-custom division to meet those opportunities." She also reiterated her faith in x86, as opposed to the more malleable Arm, describing it equally a "strong ecosystem" that merits a heavy investment.
However, AMD can't go along to invest in new products without securing the capacity to manufacture them. AMD do have new GPUs and Milan Epyc processors launching shortly. Sadly, AMD are anticipating "tightness in the commencement half of the twelvemonth" that volition only abate in fourth dimension for the adjacent round of CPUs and GPUs in the second half of 2022.
Fortunately, AMD do wait that prices volition begin to decrease as tariff countermeasures come into upshot and Covid-xix issues decrease. They're likewise willing to undercut OEMs with reference blueprint GPUs (which is pretty funny, if you think nearly it).
To prevent future supply bug, AMD have invested in the structure of new equipment and facilities. They'll be prepared to handle this level of need for future launches.
Source: https://www.techspot.com/news/88310-amd-ceo-lisa-su-discusses-supply-problems-future.html
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