Looks like Intel is about to lose even more in servers.
https://twitter.com/cdemerjian/status/1488704894844424193
12 replies (most recent on top)
seem like AMD is ready to have something more powerful hidden in response to Intel's MCM darn Intel cannot catch up
People who’ll believe Charlie are the same people who’d believe Alex Jones
Let the speculation begin.
V-cache (TSV die-stacked cache)?
FPGA integration?
Fancy IO?
New DDR PHY tech for a massive uptick in memory bandwidth?
The post is on Genoa CPU. Charlie posted this and he creates tension on purpose, he drops news often but his content is protected and he charges a grand per year for a subscription. I am not sure what's the scoop here but it looks like it has to do with TCO and whatever features that Genoa CPU has...
AMD EPYC LogoAMD’s upcoming Genoa CPU has a feature SemiAccurate thinks will change the game. For some markets we feel it will bring a step change in TCO for customers that Intel can’t match.
https://www.semiaccurate.com/2022/02/03/genoa-has-a-game-changing-tech-under-the-hood/
Charlie has regular scoops on tech news and charges money for his insights.
He’s hinting that some new server technology is going to disrupt the competition.
Reading between the lines, I think that AMD has something up their sleeves. We shall see.
“Intel is now and will always be the leader”
Hi Pat
Sorry I couldn’t decipher the meaning of the tweet. Can someone please explain it for the rest of us? Thanks.
The sky is falling!!!
AMD Ryzen…. Intel Fallen…. FthisST, I am outta here …
It’s not 1999 anymore.
TSMC is the leader.
Fabless companies that utilize TSMC have a process advantage.
IDM is now a liability.
Definitely not RIP Intel. LOL!
As if. Intel is now and will always be the leader.
Some post that may or may not happen, by some nobody on the scene, won't change that.