So to add to the Intel TDP and frequency confusion.
The '12-28W' TGL parts were listed with 28W base clocks. Intel's ARK database confirms this. If anything, we should probably post the 12W numbers to be closer to prev gen and competition.
/1
For the '7W-15W' TGL parts, Intel's spec list from the presentation actually gives the '9W' TDP mode nase frequency. Looking on ARK, the numbers for 7W and 15W are different, so we do actually have the 9W base clocks for these CPUs.
/2
Intel said 'TDP isn't useful', which I'm sure isn't a slogan that will be applied to Xeons, where TDP *is* useful. Obfuscating the power curve further just to get a higher number sounds like a 'hope they won't notice' move from comms? Or you know, Hanlon's Razor.
/3
We're still figuring out how we should represent this in future, especially as it bifurcates Intel's own specification delivery. I mean, I could just quote turbo and power, call the 1165G7 'a 50W CPU at 4.8 GHz', but that doesn't tell the whole story.
/4
Perhaps we should attach something like
B 1.2 GHz at 12 W
B 3.0 GHz at 28 W
T 4.8 GHz at 50 W
Every time these CPUs are mentioned. If that's the case, 'What's your BBT' should be the new slogan.
/5
Hopefully when we get parts in to test, we'll get the power curves for ourselves, and find out what these CPUs are reporting to the OS. There are easy ways to do this.
/6
Oh, and just to add more confusion into the mix, Intel didn't have a full list of TGL CPUs at the event. Some of these processors will be offered with and without the IPU, and these are classified as different part numbers.
$INTC margins crater for 2024 Q3.
DCAI/NEX up, rest down 🧵
vs 23Q3
💵 Revenue $13.3b, down 6% (Guide 13b)
📈 Gross Margin 15% GAAP, down 27.5pp (Guide 34.5)
💰 Net Income -$16.6b, down from $0.3b
🪙 EPS -$3.88, down from $0.07
Outlook:
💵 Revenue $13.8b, +- $500m
📈 GM 36.5%
➡️Foundry $4.35b, down 8% from $4.83b
➡️DCAI $3.35b, up 9% from $3.08b
➡️CCG $7.33b, down 7% from $7.87b
➡️NEX $1.51b, up 4% from $1.45b
➡️Altera $0.41b, down 44% from $0.74b
➡️MBLY $0.48b, down 8% from $0.53b
Employee count, as of Sep 28, is at 124.1k - down 1200 from last quarter. Not quite the 15k announced quite yet.
$AMD hits a record quarter for 2024 Q3. Their best ever. 🧵
💵 Revenue $6.819b, up 18% YoY
📈 Gross Margin 54%/50%, up 3pp YoY
💰 Op Income $724m, up from 224m
🪙 EPS $0.47, up 161%
Outlook:
💵 Revenue $7.5b, +- $300m
📈 GM 54%
Datacenter - EPYC, Instinct
➡️ Revenue $3.549b, up 122% YoY from $1.598b
➡️ Operating Income $1.041b, up from $0.306b
➡️ Operating Margin 29% , up from 19% YoY
Launched Turin, MI325X. Strong cloud pickup on MI300X, announced the acquisition of ZT Systems.
Client - Ryzen, Ryzen AI
➡️Revenue $1.881b, up 29% YoY from $1.453b
➡️Operating Income is $276m, up from $140m YoY
➡️Operating Margin is 15%, up from 10% YoY
New Ryzen AI 300 mobile devices, ramped Ryzen 9000 desktop, X3D due 7th Nov.