Live at #isscc is @AMD @LisaSu with the plenary talk
@AMD @LisaSu Mainstream Server Performance - 2P SpecInt Rate. Includes AMD, Intel, Arm. Doubling every 2.4yrs.
@AMD @LisaSu GPU single precision FP32 GF
@AMD @LisaSu Top supercomputers. Zettascale by 2034 ish on current trends
@AMD @LisaSu CPUs are 2x perf every 2.4 years
Supercomputers 2x perf every 1.2 years
Systems aren't small, systems aren't cheap!
@AMD @LisaSu Time to train LLMs
@AMD @LisaSu Performance is all well and good, but efficiency matters more. Efficiency isn't increasing at the same pace. It's a harder problem to solve
@AMD @LisaSu Given constant efficiency gain, Zettascale will need 500MW in 2034. Not going to be possible
@AMD @LisaSu That's scaling from 52 GF/watt today to 2140 GF/watt in that time. It means in the next decade, efficiency matters more than perf to continue scaling
@AMD @LisaSu Process technology continues to be important, harder to get density and efficiency perf
@AMD @LisaSu IO doesn't scale. Energy per bit is reducing, but not when normalised to channel quality
@AMD @LisaSu Memory power also going up substantially due to bandwidth and capacity requirements of the new workloads
@AMD @LisaSu AMD focuses on efficiency through advanced architecture. Using the right technology for the right node. Heterogeneous compute with the right solution
@AMD @LisaSu Exploit arch innovations, packaging advances, and silicon advances. MI250 systems power 4 out of top 5 Green500 spots. 2.5D integration with HBM, blended HPC and AI perf
@AMD @LisaSu 2.5D and 3D packaging innovation
@AMD @LisaSu 3D integration technology still maturing for high volume. Logic on logic would be a massive breakthrough. Reducing the cost of communication
@AMD @LisaSu Also, use the right math for the right operation for efficient compute
@AMD @LisaSu Next gen GPU accelerator
HPC and AI
MI300
CPU+GPU in one package
5nm, 3D Stacking
Quantized format support
Unified memory APU architecture
@AMD @LisaSu Cache and Fabric on the bottom
CPU and GPU execution units on top

!!!!
@AMD @LisaSu CDNA3 Unified Memory APU Architecture
@AMD @LisaSu Next set of innovations: Compute and Memory
TSMC already showcased 12-high hybrid bond
@AMD @LisaSu Samsung with processing-in-memory HBM (PIM HBM2). Some Xilinx FPGAs support this
@AMD @LisaSu Reduce access energy by 85% using PIM
@AMD @LisaSu IO efficiency as well, s
@AMD @LisaSu Long reach IO, AMD has transceiver paper at conference.
@AMD @LisaSu "The package is the new motherboard" - Dr. Lisa Su. @AMD #ISSCC2023
@AMD @LisaSu How to reach zettascale. Need 10000GF/watt
@AMD @LisaSu 'Still a lot of technical innovation to go'
@AMD @LisaSu 'Need to leverage AI more holistically, not just menial tasks.'

Basically use AI to get the best power/perf/area/cost on chips. Insert EDA vendors
@AMD @LisaSu AI accelerated HPC. Lots of work to be done in the algorithms. @FelixCLC_ this is your bag
@AMD @LisaSu @FelixCLC_ Reduce Zettascale today (21GW) down to 100MW
@AMD @LisaSu @FelixCLC_ 'Coming to ISSCC is like coming to speak to the smartest people on the planet'

What about Hot Chips Lisa 🥹😢
@AMD @LisaSu @FelixCLC_ Innovate in every dimension
@AMD @LisaSu @FelixCLC_ 5-10yr vision on semiconductor R&D for US needs all disciplines to work together, no silver bullet, lots of work on arch, materials, process, system innovation. Need to bring all together to solve large challenges. Brings out the best in all.
@AMD @LisaSu That's a wrap of Lisa's talk!

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More from @IanCutress

Mar 31
Ready for @intel #vision keynote with new CEO Lip-Bu Tan? Lots of eyes on this one. Starts on the hour. A 🧵 Image
Some initial thoughts. LBT has to show he understands the company. He needs to showcase where Intel stands in key markets, and identify the direction to go in. If Pat was the aspirational, LBT has to be the pragmatist, and show it.
He's only been the role a month. I'm not expecting any major announcements or immediate changes in Intel's direction right now. He has some time for that for sure. LBT has to show how sharp he is, where he's focused, and what matters most.
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Keynote live tweet 🧵
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Companies and sponsors at #GTC2025 Image
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Feb 19
Sat in @ieee_isscc session 29: SRAM

1st paper: $TSM 38 Mb/mm2 N2 HD SRAM
2nd paper: $INTC 38 Mb/mm2 18A HD SRAM
3rd paper: @Mediatek 3nm TCAM
4th paper: @Synopsys 38 Mb/mm2 3nm HD SRAM

It's a battle royale.
@ieee_isscc @MediaTek @Synopsys Starting with $TSM. Here's the HD SRAM Density trend. 12% gain over N3. GAA helps a lot. Image
$TSM: The high performance HC SRAM has a density increase of 18%. 'Double pump' actually means what it means here. Benefits from DTCO Image
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Dec 8, 2024
Short Course 1 from #iedm24 today. TSMC giving some detail about the state of the industry. Some highlights.

#1 3D Stacking is expected to go to 3 micron pitch by 2027. Image
#2 A16-based AI accelerators in 2027 with CoWoS-L and 12xHBM4. But even those 2025/2026 designs look cool - six compute die, 12xHBM3e. Next gen MI400 from AMD maybe? Image
#3 WiFi 8 to show life in 2027/2028. WiFi 8 at 10 Gbps may need as much as 30 TOPs and TSMC N4 to achieve peak perf. Could do it in N16, but big chip with lots of power.

Sucks that still so much WiFi 4 will still be being installed. Image
Image
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Oct 31, 2024
$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% Image
➡️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 Image
Employee count, as of Sep 28, is at 124.1k - down 1200 from last quarter. Not quite the 15k announced quite yet. Image
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Oct 29, 2024
$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% Image
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.
Read 94 tweets

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