@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 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@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.
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
➡️ 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
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.
➡️ 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
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.)
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