RDNA 3 Rumor Discussion

[SuperGeil]

• Infinity Cache will play a bigger role
• RDNA 3 is looking like chiplets
• Infitiy Fabric could be key to RDNA 3

My thoughts:

1. 3 6nm or 5nm compute dies
2. 1 7nm I/O die
3. 384mb/256mb/128 Infinity Cache pools
4. 384bit or 256 bit memory bus
5. Chiplets and memory will be using AMD's infinity fabric technology
6. I/O die could also have the video processing hardware, ROP's and Ray accelerators
7. Compute dies will be mostly shaders

This chiplet setup is primed and ready for a FPGA take over in due time from an outsiders perspective looking in. Not just for RDNA but Zen as well. The Xilinks purchase is looking pretty genius.

Theoretically you could see the 7800, 7700 and 7600 all come out at the same time since they will be using the same compute chip. Smaller less complex chips that are can be scaled by mere count rather than complexity or turning off sections of the chip will have dramatic impacts on yields, time to market, power, and price.

[Gandalfthewhite]

this will be AMD going back to HBM as well. calling it now. Prices for HBM have dropped SIGNIFICANTLY in the last 2 years.

[bill dennison]

AMD is expecting the next-gen RDNA 3 GPUs scheduled for 2021 to deliver 50% improved performance-per-watt over the new RX 6000 series

https://www.notebookcheck.net/AMD-is....503412.0.html

AMD promises RDNA 3 GPUs will be as big a leap forward as Big Navi

https://technosports.co.in/2020/08/1...like-zen-cpus/

[pax]

One thing NAAF didnt mention is that one of the more consistent rumors about navi3 is that the geometry engine is overhauled and much stronger than navi2. They want to do away with what has been apparently been a bit of a weak spot on amd gpus.

So not just an obviously bigger IF cache and more shaders and RT units but some significant architectural changes. I hope they match nvidia nvenc.

[Nunz]

I hope they don't gimp the memory bandwidth so I can actually consider buying one. Come on baby, give us the goods.

If this progresses as rapidly as Ryzen did, then either RDNA3 or 4 will be the GPUs to buy. The only thing different, is that I don't see NV laying over and being lazy. The rumor of them moving back to TSMC means I expect a massive leap over Ampere..

[caveman-jim]

Originally Posted by SuperGeil

This chiplet setup is primed and ready for a FPGA take over in due time from an outsiders perspective looking in. Not just for RDNA but Zen as well. The Xilinks purchase is looking pretty genius.

What does this mean?

Typically you can't replace perf/w and outright performance sensitive ASICs with FPGAs.

There are no FPGAs running 5GHz CPU cores, or 3GHZ GPU cores.

This is why I don't comprehend the 'FPGA take over' comment.

What does FPGA take over mean, and why does a chiplet strategy prime it?

IMO the Xilinx acquisition is only for more datacenter and networking market share opportunities.

[acroig]

Happy new year Jim! Hope you and fam are doing well.

[pax]

Originally Posted by caveman-jim

What does this mean?

Typically you can't replace perf/w and outright performance sensitive ASICs with FPGAs.

There are no FPGAs running 5GHz CPU cores, or 3GHZ GPU cores.

This is why I don't comprehend the 'FPGA take over' comment.

What does FPGA take over mean, and why does a chiplet strategy prime it?

IMO the Xilinx acquisition is only for more datacenter and networking market share opportunities.

Yea the Xilinx thing was for IP Id read and the upcoming 3d chip stacking which xilinx has some knowhow for.

[NIGELG]

Originally Posted by acroig

Happy new year Jim! Hope you and fam are doing well.

Nice to know he still reads the forum and can still slam the hammer down on nonsense when it appears.

[acroig]

Originally Posted by NIGELG

Nice to know he still reads the forum and can still slam the hammer down on nonsense when it appears.

, I miss him slamming the hammer.

[caveman-jim]

Originally Posted by pax

Yea the Xilinx thing was for IP Id read and the upcoming 3d chip stacking which xilinx has some knowhow for.

Originally Posted by LordHawkwind

This is what financial analyst's think of the deal.

- AMD is paying 74 times XLNX earnings, based on by far XLNX's highest earnings in the last five years.
- AMD are paying a 25% premium on the Xilinx current stock value.
- The FPGA market is not a big growth area anyway. Their CAGR is 5.9% over the last five years.
- XLNX's revenue looks lackluster.
- Neither company generates enough free cash flow to take on competitors Intel or Nvidia long term.
- AMD's rocket ship stock price has a CAGR of 95% over the last five years.

When Lisa Su announced it all she talked about was opportunities in datacentre, NICS and 5G. Nothing whatsoever to do with CPU's and GPU's. She did mention $300m synergies in the first year through cost duplication (getting rid of staff) which is nothing new.

Happy New Year Caveman nice to see you posting again.

I think Xilinx portfolio is strong by itself for the datacenter and enterprise networking (5G/RAN, Datacenter networking, DPU, etc.). They have strong market share and good IP. Xilinx products have a lot of synergies for market attach with AMD datacenter and enterprise platforms, plus future products bringing the IP roadmaps together.

FPGAs are in strong demand right now for lots of different applications using AI, as the models change 2x -3x faster than ASICs can be designed and produced. As the model evolution calms down domain-specific hardware (or workload-focused, at least) will be more prevalent, and will need to be more integrated than chips in sockets either side of a PCIe or similar bus; integration will have to happen both in-package, and in-SoC.

Originally Posted by NIGELG

Nice to know he still reads the forum and can still slam the hammer down on nonsense when it appears.

Originally Posted by acroig

, I miss him slamming the hammer.

Well I wasn't trying to club anyone, just asking cos I didn't get the connection between chiplets and FPGAs

[LordHawkwind]

Originally Posted by caveman-jim

What does this mean?

Typically you can't replace perf/w and outright performance sensitive ASICs with FPGAs.

There are no FPGAs running 5GHz CPU cores, or 3GHZ GPU cores.

This is why I don't comprehend the 'FPGA take over' comment.

What does FPGA take over mean, and why does a chiplet strategy prime it?

IMO the Xilinx acquisition is only for more datacenter and networking market share opportunities.

This is what financial analyst's think of the deal.

- AMD is paying 74 times XLNX earnings, based on by far XLNX's highest earnings in the last five years.
- AMD are paying a 25% premium on the Xilinx current stock value.
- The FPGA market is not a big growth area anyway. Their CAGR is 5.9% over the last five years.
- XLNX's revenue looks lackluster.
- Neither company generates enough free cash flow to take on competitors Intel or Nvidia long term.
- AMD's rocket ship stock price has a CAGR of 95% over the last five years.

When Lisa Su announced it all she talked about was opportunities in datacentre, NICS and 5G. Nothing whatsoever to do with CPU's and GPU's. She did mention $300m synergies in the first year through cost duplication (getting rid of staff) which is nothing new.

Happy New Year Caveman nice to see you posting again.