From Intel MJH: The workstation group transitioned from DCAI to CCG 9 months ago. Institutional changes are happening, they recognize that there needs to be a family of workstation products. They have customers with demand, says 'give us time to showcase what we can do'. #IntelON
Also: Will never stop trying to get Apple to be a customer again. Intel wants everyone to have high performance.
When asked about AVX-512. Constant evaluation and internal discussions about support in future products within client. Door isn't closed.
CCG CPU ASPs are up $70+ YoY
MJ: Intel needs to build leadership products every generation.
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Evercore Q: Implied guidance is 12% into Dec. What gives confidence with inventory correction/supply chain? Does PC TAM down 10% conservative enough?
A: In 4Q, given inventory burn in CCG and DCAI, we're shipping below market rate for those. Good set of products coming in 2H, Intel is operating with wind in its sales. Also increasing our pricing, takes effect in Q4.
So, discussing all-core frequency on Ryzen 7000. We saw the demo with 5.5 GHz peak, and AMD said 5.2-5.5G was common for that game.
We are doing some napkin math about what a proper workload might be. Thread (1/n):
So certain games don't tax the CPU all that much. The code path doesn't spread out, doesn't use many execution units, and it could be a very light workload. The core power requirements might be low, and so frequency can be boosted.
As we see with CPU tests, some tests hammer the core with high IPC (P95), others with low IPC (Cinebench).
With the Ryzen 7000, let's work on core power. We'll start with this graph of core power, under a high IPC workload, for the 7nm 5950X:
Q: Lot going on macro. 54-55% organic growth in 1Q. Puts and Takes? Supply? Server?
A: Strong Q1, lots going on. Strength in Q1 was broad - gain share in server, bring supply online, strong semi and C&G. Softness in PC, but shift mix ASP to premium. Into Q2, lots in play, but managed supply well, work with customers. Xilinx has high demand
Q: FY22 Guidance - expect upside over 31% organic growth? View on DC Capex and PC? AMD is being conservative in PC?