Source: content compiled by icbank from "AnandTech", by Timothy pricett Morgan
In our previous reports, we have seen AMD perform well over the past year. The company also said it would introduce a Zen3 architecture based on TSMC's second-generation 7nm process (7nm EUV) this year. the transistor density of the new architecture increases by about 20% while reducing the power consumption by 10%. It can also increase the IPC (number of instructions per minute) by 8% to 10%.
Most importantly, there is a rumor that AMD will introduce a new level of simultaneous multithreading in the Zen 3 chip, which will allow a single kernel to handle four threads (such as 4-core / 16 thread CPU or 16 core / 64 thread). More cache is another potential upgrade we can see in the Zen 3-based processor.
It is reported that Zen 4 will be launched in 2021. The radical performance of AMD has an important relationship with their ability to establish a cooperative relationship with TSMC. But Lisa Su said in an interview with AnandTech that TSMC's 7Nm supply is in short supply, but they will keep closer contact with TSMC.
When the reporter asked whether Lisa Su would make arm server chip and evaluate risc-v, Lisa Su pointed out that we have cooperated with arm in some Microcontrollers in design and product, but from the perspective of server, we have not invested in arm at present. We think the x86 market is huge. But I do see the market and capabilities that arm has.
But from our point of view, focusing on X86 is the right thing to do. From the second generation of epyc to the later version, we still have a lot of work to do in the data center, and we plan to continue to use x86 and our epyc portfolio. Lisa Su stressed.
As for RISC-V, Lisa Su thought someone would use it and saw some good momentum. But AMD's focus is clear, based on the X86's high-performance meter.
When asked how to compete with Intel, Lisa Su first talked about the attack in the desktop market. She said that all of AMD's CPUs related to desktops and servers use chip technology. In notebook products, we have integrated CPU and GPU, and constantly break through the battery life limit. We think the ryzen mobile 4000 series will be a very, very important part for us.
If you look at the past eight quarters, we have gained share in the PC market each quarter. We believe that with the third generation ryzen mobile, we will take the market share of notebook computers to a new level, Lisa Su said.
In response to questions about how to overtake Intel in the business market, Lisa Sue said it was a journey. What we see is that the PC market is a good market, if you see how many PCs, desktops and laptops we sell, you will find that we have made great progress. Today, whether you're a big retailer or a commercial manufacturer, I'm very optimistic about the way we're working, and of course, bringing a laptop to 7 nm will certainly help us make progress on the second generation Ryzen Mobile, but the third generation of Ryzen Mobile will do more.
Asked how to respond to Intel's huge investment challenge, Lisa Su noted that it was closely related to bringing great technology to market, but also with an ecosystem. What I have learned is that success brings success, so when we move from the first generation Ryzen Mobile to the second generation Ryzen Mobile, you will see more designs in the market. I think there were about 50 designs last year. But before OEM manufacturers start to understand the functionality of our technology, and we are very consistent with the roadmap, so you can imagine how important it is when we say that there will be more than 100 laptop designs in Ryzen Mobile 4000 in 2020.
In terms of brand, our brand is well managed, and we will continue to invest in the brand and in the ecosystem that helps promote AMD.