Wednesday, January 31st 2018

Highlights from AMD Earnings Call: Hardened "Zen2" and 7 nm "Vega" by 2019

Following its Q4 and 2017 Annual financial results reveal, AMD CEO Lisa Su, in the company's post-results earnings conference call, made some notable disclosures and guidance. The most interesting - and which shouldn't come as a surprise - is that AMD expects revenues to grow by a staggering 30 percent quarter-over-quarter in Q1-2018, riding on the blockchain (crypto-currency mining) wave. The company's graphics processors offer high efficiency at mining popular crypto-currencies, such as Ethereum, Z-cash, and Bitcoin.

Moving on, Su commented on how her company is coping with the "Meltdown" and "Spectre" CPU vulnerabilities, and reaffirmed that AMD's x86 architectures are slightly safer by design against some of the vulnerabilities; that while the upcoming "Zen+" CPU micro-architecture, which is essentially an optical-shrink of "Zen" to the 12 nanometer process will ship with microcode-level patches against the vulnerabilities, its successor, the "Zen2" micro-architecture, which will be built on the 7 nm process, will feature architecture-level hardening against the vulnerabilities. "Zen 2" tapes out towards the end of 2018, and could see production and marketing in 2019. The other big reveal is the taping out of an optically-shrunk "Vega" architecture implementation on the 7 nm process, taping out within 2018. This isn't "Navi," but possibly a bigger "Vega" chip that leverages 7 nm to have acceptable power/thermals. AMD could tap into the machine-learning market with this silicon first.
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27 Comments on Highlights from AMD Earnings Call: Hardened "Zen2" and 7 nm "Vega" by 2019

#26
cdawall
where the hell are my stars
"ratirt said:
You don't get it do you? People are lazy. They want everything to be done for them. That's they way it is. renting a Boeing is an effort not a description that people are active.
They have really rented a Boeing to get the gpu's? Is there an article about it? This actually shows how lazy people are. They make such an effort just to do nothing :)
Amazing :)
On the other hand it's investors. If they can get easy cash they will and with the resources they got it's still profitable. It's like with 5 cards don't even bother but with 50 you are golden for some time. Then you will need 100 to make it profitable and so on. you also need some different perspective in my opinion.

Your last comment wasn't nice you know. It would seem that aggression comes from you since you're losing arguments :) I pity people like you who think they know all. you talk about perspective but yours is narrow. Like looking through binoculars. You can see far but you don't see it all.
Nice math btw :)
You are a bit special. I'm just going to leave it at that. Anything that makes money to the top is lazy. You have no argument just repeating like a broken record your incorrect opinion.
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#27
ratirt
"cdawall said:
You are a bit special. I'm just going to leave it at that. Anything that makes money to the top is lazy. You have no argument just repeating like a broken record your incorrect opinion.
Special? what's that suppose to mean. Incorrect opinion? You have no idea what is an opinion. Everybody has a right to his own opinion mister. This is my argument and money making is not a definition of not being lazy. I assume that no matter what argument I put here, which isn't going with your chain of thought, you will disagree and call people special? You are an arrogant person and with narrow thinking and point of view.
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