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Exclusive: The State Of AMD’s Supply Chain, August 2020

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3 years ago

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We have been closely following the news cycle on alleged capacity constraints at AMD for quite a while now and with no clear answer, we thought it was time to do some digging of our own. This story is focused around the recent interest in AMD’s mobility processors (specifically Renoir) and is based on multiple sources spread throughout ODMs, AIBs, and industry contacts that deal directly with logistics (based out of Taiwan). All information presented has been carefully vetted, cross-checked and should be independently verifiable by anyone wishing to do so.

MD Renoir shipments to ODMs tripled from Q1 to Q2 with overall mobile shipments at a record level, supply chain is scaling at an unprecedented pace

AMD’s Renoir is an APU that is the culmination of an effort almost 4 years in the making. Combining the best of every world for laptops and notebooks, Renoir promises to provide one of the fastest computes, amazing graphics, and huge battery life at a cost lower than ever before. We have covered Renoir extensively in the past and our in-house polls have indicated it as one of the most eagerly anticipated chips from AMD. That said, fluctuating regional/retail availability of notebooks has sparked speculation about potential capacity constraints over at AMD and this is something we will investigate today.

The first thing we did was reach out to AMD for an official statement and while they had the following comment prepared for us, in typical AMD fashion, they decided not to reveal anything further:

We are seeing unprecedented demand for our AMD Ryzen 4000 mobile series processors based on leadership performance and energy efficiency. AMD Ryzen 4000 processor sales ramped faster than any mobile processor in AMD history. We are increasing production to address the incremental demand requests from our customers for AMD Ryzen 4000 series processors and are focused on growing our footprint in the notebook market.

– AMD Spokesperson to Wccftech, 8/5/2020

This comment from AMD does confirm that the company is scaling up production to meet demand, but it still doesn’t address the core of the issue. It also contains a very interesting hint which I will reference later. Lack of availability can usually be attributed to two different causes: a supply bottleneck (capacity constraint) or an excessive, unprecedented surge of demand that creates a temporary “supply chain lag” in the ecosystem. To answer this question, I reached out to some sources that are familiar with these issues and got some interesting facts back.

Before I state the gory details, let’s go over some publicly known context: AMD has already revealed that they delivered a record number of mobile shipments last quarter. They have also confirmed that Renoir is the fastest revenue ramping notebook processor in their history. With that in mind, based on my

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By: Usman Pirzada
Title: Exclusive: The State Of AMD’s Supply Chain, August 2020
Sourced From: wccftech.com/exclusive-the-state-of-amds-supply-chain-august-2020/
Published Date: Wed, 05 Aug 2020 14:00:13 +0000

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https://getinvestmentadvise.com/tech/directive-or-non-directive-coaching-why-everyone-needs-to-know/

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NVIDIA GeForce RTX 30 Gaming Laptops Powered Massive Cryptocurrency Mining Farm Spotted in China, Over Hundreds of Ampere Laptops

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2 years ago

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February 11, 2021

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Last week, it was reported how cryptocurrency miners are rushing after NVIDIA GeForce RTX 30 Gaming Laptops to earn that sweet digital currency profits. Well, now a video tour of one of the mining farms has surfaced showcasing several hundred gaming laptops being used to mine the cryptocurrencies.

Several Hundred NVIDIA GeForce RTX 30 Gaming Laptops Spotted In Chinese Cryptocurrency Mining Farm Video Tour

Earlier, we only got to see a glimpse of the cryptocurrency mining farm but a brand new video has surfaced which shows the complete scale of the setup. The setup is based in China but the user has not mentioned the location for obvious reasons. As you can tell, the mining farm is set up with and utilizes NVIDIA GeForce RTX 30 Gaming laptops from the Chinese manufacturer, Hasse.

The Hasse laptop is based on the GeForce RTX 3060 mobility GPU. The GeForce RTX 3060 laptop solution is definitely not similar to the desktop variant which offers much better specifications and doesn’t come at a lower price either. According to NVIDIA themselves, the RTX 3060 laptops start at $999 US & the miners can save a penny by purchasing in bulk but they end up paying at least $600 US more for the laptop variant. Plus, they also end up with unnecessary hardware that the laptops feature. At the same time, the laptop variants do feature reduced TGPs which might save electricity costs & offer higher cryptocurrency mining rates.

pic.twitter.com/XJrfH9Fx7V

— 포시포시 (@harukaze5719) February 9, 2021

What’s interesting here is that the user has bought these laptops in a bulk order which means that either the retailer, distributor, or the manufacturer itself is openly supporting cryptocurrency miners over actual customers such as gamers which these laptops are primarily designed for. The selling party could be taking advantage of crypto miners by selling these at scalped prices to earn a profit.

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By: Hassan Mujtaba
Title: NVIDIA GeForce RTX 30 Gaming Laptops Powered Massive Cryptocurrency Mining Farm Spotted in China, Over Hundreds of Ampere Laptops
Sourced From: wccftech.com/nvidia-geforce-rtx-30-gaming-laptops-powered-massive-cryptocurrency-mining-farm-spotted-in-china-over-hundreds-of-ampere-laptops/
Published Date: Thu, 11 Feb 2021 04:17:52 +0000

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https://getinvestmentadvise.com/tech/intel-3rd-gen-xeon-ice-lake-sp-cpu-rumors-10nm-with-up-to-40-cores-8-channel-ddr4-3200-64-pcie-gen-4-0-lanes-max-270w-tdp/

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Intel 3rd Gen Xeon Ice Lake-SP CPU Rumors – 10nm With Up To 40 Cores, 8-Channel DDR4-3200, 64 PCIe Gen 4.0 Lanes, Max 270W TDP

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2 years ago

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February 11, 2021

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A couple of rumors regarding Intel’s Ice Lake-SP Xeon server CPUs have surfaced over the web, mostly from known leaker, Momomo_US. The information consists of specifications, configs & power ratings of several SKUs that will be part of the 3rd Gen Xeon Scalable processor family.

Intel 3rd Gen Ice Lake-SP Xeon CPU Rumors Point Out Up To 40 Cores, 270W TDPs & Brand New Core Architecture

Starting off with the details, Intel’s 3rd Gen Ice Lake-SP Xeon CPUs will be based on the 10nm+ process node and utilize the Sunny Cove core architecture. The Intel Sunny Cove x86 architecture has been around since 2019 and was first featured on Intel’s 10th Gen Ice Lake processors for the notebook segment. Intel has since moved over to Tiger Lake which is based on the Willow Cove x86 architecture and makes use of the 10nm SuperFin process node.

Some of the major upgrades that Intel’s 10nm+ for Ice Lake-SP Xeon CPU will deliver include:

2.7x density scaling vs 14nmSelf-aligned Quad-PatterningContact Over Active GateCobalt

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By: Hassan Mujtaba
Title: Intel 3rd Gen Xeon Ice Lake-SP CPU Rumors – 10nm With Up To 40 Cores, 8-Channel DDR4-3200, 64 PCIe Gen 4.0 Lanes, Max 270W TDP
Sourced From: wccftech.com/intel-3rd-gen-xeon-ice-lake-sp-cpu-rumors-10nm-up-to-40-cores-270w-tdp/
Published Date: Thu, 11 Feb 2021 10:02:51 +0000

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https://getinvestmentadvise.com/tech/intels-raja-koduri-teases-xe-hpg-enthusiast-gaming-graphics-cards-in-action-within-3dmark-mesh-shader-test-launch-imminent/

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Intel’s Raja Koduri Teases Xe HPG Enthusiast Gaming Graphics Cards In Action Within 3DMark Mesh Shader Test, Launch Imminent?

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2 years ago

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February 11, 2021

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Intel’s Senior Vice President, Raja Koduri, has been dropping some major bombs on his Twitter feed for a while now. The most recent one being the Xe HPC chip shot which is an engineering marvel but it looks like Raja has switched gears and now dropped a teaser of Intel’s first gaming discrete graphics cards, the Xe HPG.

Intel Teases Xe HPG Enthusiast Gaming Graphics Cards, Running 3DMark’s Upcoming Mash Shader Feature

It’s been some time since we last heard about Intel’s Xe HPG (High-Performance Gaming) discrete GPUs or graphics cards. Intel’s main focus has been Xe-LP and they also dive in deeper within the tech that Xe HPC has to offer considering it’s their biggest chip design to date and the flagship Xe product. But the Xe HPG is where the gaming community is more focused at and we have got the first teaser of Intel’s discrete graphics cards based on the HPG GPUs running in action.

Xe HPG mesh shading in action, with the UL 3DMark Mesh Shader Feature test that is coming out soon pic.twitter.com/fnYeWoM08c

— Raja Koduri (@Rajaontheedge) February 10, 2021

The teaser from Raja shows an undisclosed Intel Xe HPG GPU based discrete graphics card running the UL 3DMark Mesh Shader Feature test. This test is coming out soon and will be integrated within the 3DMark test suite. Mesh Shader is one of the major features introduced within DirectX 12 Ultimate API back in 2020. The feature is supported by NVIDIA’s Turing, Ampere, and AMD’s RDNA 2 graphics architectures. Based on this tweet, Intel will also be adding Mesh Shaders support on its Xe-HPG class discrete GPUs.

The technology helps to dramatically improve performance and image quality when rendering a scene with a substantial number of very complex objects. Take for instance a very complex & triangle-heavy mesh and what Mesh Shaders would essentially do is segment it into smaller meshlets. Each meshlet ideally optimizes the vertex re-use within it. Using the new hardware stages and this segmentation scheme, devs can render more geometry

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By: Hassan Mujtaba
Title: Intel’s Raja Koduri Teases Xe HPG Enthusiast Gaming Graphics Cards In Action Within 3DMark Mesh Shader Test, Launch Imminent?
Sourced From: wccftech.com/intels-raja-koduri-teases-xe-hpg-enthusiast-gaming-graphics-cards-in-action-3dmark-mesh-shader-test/
Published Date: Wed, 10 Feb 2021 07:21:19 +0000

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