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RetiredEngineer®

6 Jul, 7 tweets, 4 min read

@Patrick1Kennedy

> Very interesting analysis of the newly added systems on the Top500 Supercomputer List released at ISC21 by @Patrick1Kennedy.

servethehome.com/top500-june-20…

58 new systems added

Unsurprisingly, AMD kicked ass.

If you take out the fake Lenovo HPC systems, which accounted for ~35% of Intel's new systems, AMD did even better. And Milan has just only begun ramping...

#TheBestIsYetToCome

@AMD

On the GPU front, it's mostly A100s. The green team is strong! AMD will start showing up in the Nov update with MI200/CDNA2. But it's going to take a mammoth and sustained effort to break green team's monopoly.

@AMD, @AMDInstinct, keep going... 💪👊

@Patrick1Kennedy

Btw, @Patrick1Kennedy, thanks for making the video. Helps a lot, cos my eyes are killing me and I can't read long articles...

I forgot to add this chart. Unintentional, I swear!😅

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More from @chiakokhua

RetiredEngineer®

@chiakokhua

8 Jul

It amazes me that so many people seem to think TSMC is some simple-minded "EVERYONE'S FOUNDRY", only interested in short term profit maximization.

Come on, think again. TSMC didn't get to where is today by being an opportunistic money grab, sans ability to think strategically.

Modern fabs cost upwards of $10 billion apiece to build. ROI for capital equipment alone is many, many years, not to mention astronomical operating costs on an ongoing basis. If you don't keep those fabs full during it's entire lifetime, you'll go bankrupt pretty damn quick.

Let's assume the rumors are true and Intel does intend to outsource manufacturing of it's crown jewels (mainstream CPUs) to TSMC in the near future, at scale. In order to satisfy Intel's volume, TSMC is going to have to invest many, many billions in new capacity.

Read 12 tweets

RetiredEngineer®

@chiakokhua

3 Jun 20

Another Boring™ Q&A session. Same story, no surprises: on track to stated market share goals, Milan shipping in Q4, new products on track, blah, blah, blah....🙃

"AMD CFO Devinder Kumar at the Bank of America Securities Global Technology Conference"

veracast.com/webcasts/bofa/…

Oh, console fans, in case you're still wondering, both Xbox and PS5 are ramping in 2H as planned.

Transcript can be found here:

seekingalpha.com/article/435162…

Read 5 tweets

RetiredEngineer®

@chiakokhua

3 Jun 20

"PS5 main SoC volume to increase in June, July and August. Delivery from backend packaging and test begins next week. Inventory will keep rising, peaking in Q3."