The first whiffs of Zen 2 are finally reaching us. During the AMD press conference at Computex today CEO Dr. Lisa Su stood on stage and held up the first public showing of Rome, the codename for AMD’s next-generation EPYC enterprise processor family.
Rome is exciting because it will be the first 7nm high-performance processor in the market, and it makes the 10nm production problems that Intel is having all the more troublesome for the blue-chip giant. And because Rome will be socket compatible with the currently shipping EPYC systems, there is a huge potential for market penetration through 2019.
AMD stated that it would be sampling Rome-based Zen 2 processors to partners in the second half of 2018, with launch in 2019. AMD does have silicon back in the labs, up and running. No more timing detail was given than that.
The competitive statement of AMD putting timeframes on its 7nm server processors, rumored to be going up to 64-cores PER SOCKET, while Intel struggles with its move to 10nm, is significant. AMD still targets a 5% market share for server processors by the end of the year, but it might be 2019 that proves to be a more significant year for the company’s drive back into the server space.
It’s a good thing my entire
It’s a good thing my entire existence hinges on a CPU company making a CPU. I don’t have to die now that expected improvements have been met. It is the only thing keeping me going now and I hope that AMD is proud of my personal accomplishment of being a miserable troll.
now this is fast. just
now this is fast. just finished watching live on youtube but looks like I could have stay here instead. Impressive.
Did they seriously name it
Did they seriously name it “Rome”? They named their product after a mighty empire that eventually crumbled?
It’s a damn code-name and
It’s a damn code-name and then there is the Milan code-name and all these will be branded Epyc once they are released so they coule call it macaroni if they so desire.
Intel is the Empire and that High margin Server Business of Intel’s is under attack from the Epyc Hords of more affordable server SKUs. That and Power9 and ThunderX2 ARM server chips are getting sales also. The ThunderX2 ARM server chips are even lower priced than Epyc so there is that competition that will cause Intel’s Gross margins to fall faster than the Roman Empire.
Intel’s share prices are mostly the result of those margin sales and Intel is a high overhead business so one Intel’s gross margins stat to fall then the painful cuts will have to begin. AMD gross margins are about 36.25% and AMD is such a lean/low overhead operation that They where able to show a profit on gorss margins that are around a little more than half of Intel’s gross margins of around 63%. So if Intel’s gross margins fall tro say 55% the Intel will have to begin making cuts in those expensive overheads like fat middle management pay/perks and some unprofitable/lower markup offerings. Fat Empires like Intel have loads of fat politicians(Rotund Middle Management) that accelerate the decline!