AMD and Intel Would Both Like To Share Something With You
A Good News, Bad News Day For CPUs
Today we heard some speculation from The Inquirer based on a noticeable absence in the slide deck provided to AMD’s investors. Nowhere in that deck does the third generation of Threadripper appear, which would seem to indicate it will not launch alongside Rome and Ryzen 3. While disappointing to enthusiasts looking forward to upgrading, this is probably not a bad thing in the long run as the roadmap does include mention of a new 7nm+ process which will roll out in 2020 which could well be the technology that TR3 will be built on. There is also the limited amount of volume on 7nm lines which could mean that every Threadripper wafer made could be one less Rome wafer produced and it is not foolish for AMD to focus on their growing share of the server market.
The competition also made a major announcement, with DigiTimes reporting on Intel’s statement that their CPU shortage should start to taper off in June. Specifically, it will be entry level chips which will become more numerous, which will be attractive to low end pre-built systems and the mobile market. While good news for Intel, it may have come too late for this generation of products; as Jim reported, Lenovo has already decided to depend on AMD to power at least some of their upcoming ThinkPads.
Team Red is also making a big play for the data centre chip markets with 7nm Rome processors, so again it might be wanting to have its 7nm fabrication geared up for those chips rather than Threadripper parts.