Today we cover AMD Financial Analyst Day 2022 with a series of articles. First, we’re going to cover Mark Papermaster, CTO of AMD, talking about the technology roadmap.
This is done live, so please excuse typos.
AMD Financial Analyst Day 2022 Technology Roadmap
Even though device scaling has slowed, AMD is investing in the pace of high-performance packages to continue global device scaling.
This is the increased investment in engineering that AMD has made. It’s amazing to think about this growth rate.
AMD has Zen4 coming out this year, and the denser Zen 4c coming out next year. Zen 5 will be released in 4nm/3nm in 2024.
AMD provided an update on its baseline PPA versus Intel. The slide says competitor, but it’s Intel as an x86 competitor.
AMD has announced that it will add AI acceleration and AVX-512 to Zen 4. Not only will we get more cores with Genoa, but we expect an 8-10% increase in IPC . 96 cores and a big increase in IPC is a big deal. AMD should also reap big benefits from the new instructions. Intel is adding more acceleration in Sapphire, so
AMD is also talking about Zen 5 for 2024. As Zen 3 was a big step forward, Zen 5 will be too.
AMD says its march towards using chip technology means it is better able to build the chips of the future.
AMD claims that its 2.5D EFB (this is the MI250X chip) is a higher performance process. 3D linking is used in AMD Milan-X.
AMD explained how AMD and Xilinx see similar chip and packaging technology needs. AMD says 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, UCIe FPGAs and more. This is important for the next-gen Instinct which will combine x86 cores and CDNA GPU and ensure a more efficient shared memory model.
AMD says it already has more than 40 chips in production and plans to add more in the future, as well as adding third-party IPs and chips for custom customer solutions.
These are done super fast!
Learn more about Zen 5 including Zen 5 with 3D V-Cache and Zen 5c. More chiplets and Infinity fabric. A lot of this is future-facing, but even the nuggets like the AVX-512 and AI coming with Genoa are great. There should be more on the products later today.