AMD’s first Financial Analyst Day since 2017 has simply wrapped up. In the final three years AMD has undergone a dramatic change, launching its Zen CPU structure, and tremendously enhancing the trajectory of an organization that was flirting with chapter just a few years in the past. And now that AMD’s basis is as soon as once more safe, the corporate has gathered to as soon as once more discuss to its loyal (and inventory costs, now a lot richer) buyers and the way it’s planning to make use of this success to push into larger and higher issues.
We’ve been masking FAD 2015 all through the afternoon, and we’ve seen AMD make plenty of bulletins and roadmap reveals all through the occasion. The particular person bulletins are under, and in the meantime now that the occasion has wrapped up we wish to present a fast abstract of what AMD goes to be as much as over the following 5 years.
AMD Shipped 260 Million Zen Cores by 2020
AMD Discusses ‘X3D’ Die Stacking and Packaging for Future Products: Hybrid 2.5D and 3D
AMD Moves From Infinity Fabric to Infinity Architecture: Connecting Everything to Everything
AMD Unveils CDNA GPU Architecture: A Dedicated GPU Architecture for Data Centers
AMD’s 2020-2022 Client GPU Roadmap: RDNA 3 & Navi 3X On the Horizon With More Perf & Efficiency
AMD’s RDNA 2 Gets A Codename: “Navi 2X” Comes This Year With 50% Improved Perf-Per-Watt
Updated AMD Ryzen and EPYC CPU Roadmaps March 2020: Milan, Genoa, and Vermeer
AMD Clarifies Comments on 7nm / 7nm+ for Future Products: EUV Not Specified
The large takeaway from the monetary facet of AMD is after all that the corporate is worthwhile. After at one level having extra money owed than money, cautious spending on AMD’s half together with the success of their Zen CPUs and up to date GPUs has lifted AMD’s fortunes tremendously. The firm is now persistently worthwhile, revenues are rising, and on the similar time it’s capable of ship outcomes to shareholders whereas nonetheless utilizing their new success to extend investments in essential R&D.
As a outcome, the AMD of 2020 is a a lot completely different firm than the AMD of 2017. Instead of needing to outlive, as was the case in 2017, AMD in 2020 will get to thrive. And consequently CEO Dr. Lisa Su is seeking to taking AMD on to greater and higher issues; to leverage AMD’s strengths to develop the corporate’s market share and make the most of new alternatives, all whereas persevering with her profitable technique of targeted execution.
The large focus right here (although removed from sole) is on the info heart market. Long the breadbasket of Intel and more and more NVIDIA as properly, it’s a extremely worthwhile market that continues to develop. And it’s a market that slipped away from AMD, and which they’re now clawing again on the power of their EPYC processors. Over the following 5 years AMD desires to take a a lot larger piece of the entire information heart pie, and they’re growing the applied sciences wanted to win over these prospects.
The largest software right here after all will likely be pushing the envelope with future EPYC processors. Showing off an prolonged roadmap for EPYC processors that goes out to AMD’s Zen four CPU structure, the corporate is difficult at work on its Milan and Genoa. Genoa specifically is a sizzling subject, because the United States Dept. of Energy simply chosen it for use because the CPU within the forthcoming, 2 exaflop El Capitan supercomputer.
And the GPU? A component primarily based on AMD’s forthcoming CDNA 2 compute GPU structure.
Revealed in the present day as a part of AMD’s roadmaps, CDNA is AMD’s new designation for his or her compute-focused GPU structure. A successor of kinds of the GCN structure utilized in earlier server GPUs like Vega 20, AMD’s server GPUs are actually a definite household separate from AMD’s RDNA structure and the buyer GPUs that come from that department of the household. By specializing in compute…
