We are covering AMD Financial Analyst Day 2022 with a series of articles today. First, we are going to cover Mark Papermaster, CTO of AMD’s, talk about the technology roadmap.
This is being done live so please excuse typos.
AMD Technology Roadmap from AMD Financial Analyst Day 2022
Even though device scaling has slowed, AMD is investing in the high-performance packaging pace to continue overall device scaling.
This is the increase in engineering investment that AMD has been making. It is amazing to think about this rate of growth.
AMD has Zen4 coming out this year, and the denser Zen 4c coming out next year. Zen 5 is coming out in 4nm/3nm in 2024.
AMD gave an update on its core PPA versus Intel. The slide says competitor, but it is Intel as the x86 competitor.
AMD announced it will add AI acceleration and AVX-512 to Zen 4. Not only will we get more cores with Genoa, but we will expect an 8-10% IPC increase. 96 cores and a big IPC increase is a big deal. AMD should also get some big benefits from the new instructions. Intel is adding more acceleration in Sapphire, so
AMD also talking abotu Zen 5 for 2024. Like Zen 3 was a big step, Zen 5 will be as well.
AMD says that its march of using chiplet technology means that it is better able to build the chips of the future.
AMD says its 2.5D EFB (this is the MI250X chip) is a higher yield process. The 3D bonding is being used in AMD Milan-X.
AMD discussed how both AMD and Xilinx saw similar needs for chiplets and packaging technology. AMD says that the two roadmaps will converge in the future.
AMD showed how its Infinity Fabric has evolved with each generation of EPYC.
The next generation will include CXL, Xilinx FPGAs, UCIe and more. This is important for the next-gen Instinct that will combine x86 cores and CDNA GPU together and ensure a more efficient shared memory model.
AMD says it has 40+ chiplets already in production and it plans to add more in the future along with adding 3rd party IP and chiplets for customized customer solutions.
These are being done super fast!
More on Zen 5 including Zen 5 with 3D V-Cache, and Zen 5c. More chiplets and Infinity Fabric. A lot of this is forward-looking, but even the nuggets like the AVX-512 and AI coming with Genoa, this is great. There should be more on products later today.