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

Jan 31
$AMD @AMD Q4 2022 Financials

Quarterly:
➡️ Revenue $5.6 billion, up 16% YoY
➡️ Gross Margin 43%, down 7% YoY
➡️ Operating loss $149m, down $1.3b YoY
➡️ Operating margin -3%, down 28% YoY
➡️ Net Income $21m, down 98% YoY
@AMD FY 2022:

➡️ Revenue $23.6b, up 44%
➡️ Gross Margin 45%, down 3%
➡️ Op Expenses $9.4b, up 120%
➡️ Op Income $1.2b, down 65%
➡️ EPS $0.84, down 67%
➡️ Growth drive by embedded and datacenter, offset by lower client and gaming.
➡️ 43% GM due to amortization of Xilinx acquisition assets, non GAAP GM was 53%, +1% YoY, due to higher embedded/DC mix
➡️ Operating loss also due to Xilinx
Read 55 tweets
Jan 26
$INTC Financials 🧵
4Q 2022

➡️ Revenue $14.0b, -28% YoY
➡️ Gross Margin 43.8%, -12.1% YoY
➡️ EPS $0.10, -92% YoY

FY 2022

➡️ Revenue $63.1B, -16% YoY
➡️ Gross Margin 47.3%, -10.8% YoY
➡️ EPS $1.84, -65% YoY
Client Computing Group CCG

➡️ Revenue $6.6b, down 36% YoY
➡️ Op Income $0.7b, down 82% YoY
➡️ Op Margin 11%, down from 37%

➡️ Lower demand on PC in consumer and education
➡️ Increased Intel 7 mix
➡️ Higher inventory reserves
➡️ Investment in product/roadmap
Datacenter and AI DCAI

➡️ Revenue $4.3b, down 33% YoY
➡️ Op Income $0.4b, down 84% YoY
➡️ Op Margin 9%, down from 37%

➡️ TAM market contraction
➡️ Competitive pressure
➡️ Investment in roadmap and process
➡️ Ramping next gen
➡️ Higher unit costs
Read 55 tweets
Jan 25
Financials $IBM @IBM 2022:

4Q '22:
➡️ Revenue $16.69b, flat QoQ
➡️ Software $7.3b, +2.8%
➡️ Consulting $4.8b +0.5%
➡️ Infra $4.5b, +1.6%

FY '22
➡️ Revenue $60.5b, +6%
➡️ Hybrid Cloud $22.4b, +11%
➡️ Free Cash Flow $9.3b

FY '23 predict
➡️ Revenue up 3-7%
➡️ FCF up $1b YoY
@IBM Lots of businesses with international transactions will be reporting 'currency corrected' numbers this quarter because of the exchange rates. The numbers above exclude that, but the rest in the thread will include it.
@IBM $IBM Software Revenue 4Q 22
➡️ $7.3b, +8% YoY c/c

➡️ 80% recurring revenue
➡️ 20% transactional

➡️ Hybrid Platform + soln +10% YoY
➡️ Red Hat +15% YoY
➡️ Automation +9% YoY
➡️ Data and AI +8% YoY
➡️ Security +10% YoY
➡️ Transaction processing +3% YoY
Read 9 tweets
Jan 25
$ASML Q4 2022 and FY22 Financials

➡️ Revenue €6.43b (+11.2% QoQ)
➡️ 106 Litho sales in Q4 (up from 86 in Q3)
➡️ 345 Litho sales in '22 (up from 309 in '21)
➡️ 40 EUV sales in '22 (down from 42 in '21)
➡️ Record litho sales in Q4 (€4748m)
➡️ Record R&D Q spend (€906m)
Note: Q1 is a cyclical low point for EUV sales/installs. See 2018, 2020, 2021. Likely because of CNY.
ASML took orders for 40 EUV machines in 2022, but shipped 54. The company expects to ship 60 EUV systems in 2023, with EUV business to grow about 40%. All five major customers have put orders in for High-NA. Overall demand is still higher than ASML can make, says CEO
Read 4 tweets
Dec 4, 2022
Today's first #IEDM22 Short Course is HPC, Graphics, and Zettascale.

➡️ The Path to Zettascale, Intel
➡️ CMOS Scaling 1nm and Beyond, Samsung
➡️ Novel Logic Devices, TSMC
➡️ 3D Chiplets and Packaging, UCLA
➡️ Architecture for Power, imec
➡️ Optical Interconnects, Ayar Labs
350 slides, this short course is going from 9am to 5pm. Not going to live blog, except certain parts.

For example, Wilfred Gomes of Intel outlines a deeper plan for Zettascale. In includes CryoCMOS discussions, i.e. running at 77K, although a ZF system is expected to be at ~0C
The key to Intel's ZF (ZettaFLOP, 1ZF FP64 system), is the power. Trying to keep within the 40-100 MW per Supercomputer.

(Just noticed that Intel has changed the slide they're presenting to this one in the deck. The one showing says 16-32x ZettaOPs BF16.)
Read 23 tweets
Nov 1, 2022
$AMD @AMD Q3 2022 Results, thread:

GAAP YoY
➡️ Revenue $5.56B (+29%)
➡️ GM 42% (-610bps)
➡️ OpEx $2.43B (+113%)
➡️ OpIncome -$64m (-107%)
➡️ Net Income $66m (-93%)
➡️ EPS $0.04 (-95%)
Non-GAAP YoY
➡️ Revenue $5.56B (+29%)
➡️ GM 50% (+150bps)
➡️ OpEx $1.52B (+47%)
➡️ OpIncome $1.26B (+20%)
➡️ Net Income $1.1B (+23%)
➡️ EPS $0.67 (-8%)
Revenue below expectations due to macro and inventory correction.
Data Center YoY

➡️ Revenue $1.6B (+45%)
➡️ Op Margin 31% (+300bps)
➡️ Op Income $505m (+64%)
10th straight quarter of increased server CPU sales
Cloud revenue doubled YoY, 70+ AMD Instances in Q3
OEM Down due to match sets, macro slow
Record sales FPGA from Cloud and Financial
Read 59 tweets

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