Subscribe to:

Subscribe to :: ::

Microsoft Thinks “Spectre” and “Meltdown” Will Impact The Server Market

January 18, 2018 by  
Filed under Computing

Microsoft warned us last week that software fixes for the Meltdown and Spectre vulnerabilities could “significantly” impact the performance of some systems.

In a blog post, Microsoft’s Terry Myerson said that, while the firm has yet to carry out extensive benchmarks, it has already found that the patches will bring with them a performance impact.

For those using Windows 10 on a newer 2016-era PC with Skylake, Kabylake or newer, Microsoft’s early benchmarks show single-digit slowdowns, which means users are unlikely to notice much of a difference. Those running the OS on older silicon, however, such as 2015-era PCs with Haswell or older, can expect to see more “significant slowdowns”, which means most likely will notice a decrease in system performance.

For the majority of Microsoft customers – those running Windows 7 or Windows 8 – the firm “expects most users to notice a decrease in system performance.”

It’s even worse news for Windows Server customers, so much so that Microsoft is advising that users “evaluate the risk of untrusted code for each Windows Server instance, and balance the security versus performance tradeoff for your environment.”

Myerson adds: “Windows Server on any silicon, especially in any IO-intensive application, shows a more significant performance impact when you enable the mitigations to isolate untrusted code within a Windows Server instance.”

Microsoft’s statement suggests that slowdowns could be more substantial than Intel previously indicated.

Last week, the chipmaker said that these patches would not create any issues with computer slowdown. However, Intel CEO Brian Krzanich backtracked during his CES keynote on Monday, claiming that the impact will be “workload dependent”.

“We believe the performance impact of these updates is highly workload dependent,” Krzanich said.

“We expect some may have a larger impact than others, so we’ll continue working with the industry to minimize the impact on those workloads over time.

Intel has said that it will patch “90 per cent” of affected processors made in the past five years by the end of this week, with the remaining 10 per cent to see fixes by the end of the month.


MediaTek Devops New Chip For 4K TVs

January 18, 2018 by  
Filed under Consumer Electronics

MediaTek has been showing off its MT5598 chipset for HDR-enabled 4K TVs.

The MT5598 is a high-spec UltraHD SmartTV platform. It supports lots of different entry-to-enthusiast HDR technologies, and allows 4K TV manufacturers the flexibility to pair it with a range of LCD panels, backlight combinations, licensed or free technologies and localized content standards. These standards cover UltraHD Blu-ray and streaming services from Netflix, YouTube, Amazon, VuDu, VQQ, Voole, iQIY and YouKu.

Media Tek claims that its MT5598 brings MediaTek AI enhancements that enable voice control, plus audience, environmental and content awareness to SmartTV’s. These can collectively enhance the user experience by providing a tailored, real-time reaction in picture quality, channel selection and more based on who, how and what is being watched.

MediaTek General Manager of Home Display and Custom IC Business Unit Evan Su said that for 20 years, MediaTek has been a market leader in developing innovative chipsets for home entertainment products and devices.

“Our newest SmartTV chipset will bring the most advanced online streaming standards and superior picture quality into homes around the world.”

In addition to HDR-enabled content, MT5598 has its own HDR dynamic range remapping engine. It provides HDR post-processing enhancement to SDR content on HDR-capable displays, re-imbuing color, saturation and the dynamic range of brightness that is lost in SDR content. Combined with its 13th generation Picture Quality Engine, the MediaTek Super Resolution System (SRS) selectively enhances fine details without artifacting, sharpens edges and provides 4K Motion Estimation and Motion Compensation (MEMC).


Intel Finally Shows Core-I Processor With AMD Inside

January 17, 2018 by  
Filed under Computing

Intel’s project with rival AMD has yielded five news slices of silicon, with the chip makers revealing the new Core H-series processors that come packing AMD’s Vega M graphics processors.

The chips feature Intel Core i7 and Core i5 CPUs capable of hitting speeds of 4.2GHz and 3.8GHz respectively. Despite being dubbed Kaby Lake-G, with the ‘G’ standing for graphics, the CPUs are eighth-generation chips rather than silicon-based around the seven-gen Kaby Lake architecture.

These CPUs are complemented with AMD’s Vega M GH and Vega M GL GPUs, the former being more powerful than the latter, and have 4GB of second-generation high bandwidth memory (HBM2) to draw upon.

The Embedded Multi-Die Interconnect Bridge on the chips is claimed to be the key to getting the CPU and GPU to play nice, as well as reduce the footprint of the silicon to one that smaller than having a standard CPU paired with a discrete graphics card.

The five chips are as follows, starting with the most powerful: Core i7-8809G, Core i7-8709G, Core i7-8706G, Core i7-8705G, and Core i5-8305G.

At CES 2018, touted benchmarks show the chips keeping pace with a computer using a Core i7-7700HQ and Nvidia’s Max-Q version of its mid-range GeForce 1080 GPU.

In both dedicated benchmarking tools and demanding games like Deus Ex: Mankind Divided, the Intel-AMD love-child outpaced the more traditional CPU and GPU setup, though it’s worth noting that the test favours the new eighth-generation architecture and the Core i7-7700HQ is based on last generation Intel tech so it’s perhaps not the fairest comparison.

Nevertheless, for a 2-in-1 chip to out even keep up with a traditional CPU and GPU setup is impressive.

But what will these chips be used for we hear you cry? Well, they’re to be plonked in Dell and HP laptops and 2-in-one devices, slated to be revealed at CES.

And Intel took the covers off its “most powerful” NUC (next unit compute) compact computer to date, which makes uses of the new Kaby Lake-G chips to have a machine that sits in a person’s hand but can still power virtual reality headsets like the Oculus Rift and HTC Vive.

So basically, these new chips are paving the way for more compact laptops, desktops, and all-in-one PCs that have more graphical grunt than one would expect but don’t hoover up power or cough out heat like more traditional dedicated GPUs.

The real test will be exactly how computer makers put these chips to work and ensure they get the most power and efficiency out of them, but we’re grateful to see a little bit of innovation creep back into Intel’s chip line up, which until now has just being tick-tocking along without much aplomb.


AMD Going 7nm With Vega

January 16, 2018 by  
Filed under Computing

AMD’s Lisa Su has announced Vega 7nm as a machine learning “instinct part” first. AMD is quite clear that this is for machine learning first and don’t want to comment on our curiosity whether Vega 7nm can make it to the market as a gaming product soon.

Radeon Instinct Vega 7nm sounds like a shrink down of Vega architecture, a much safer approach than the new architecture Navi in 7nm. It is simply safer to shrink the existing architecture, such as Vega from 14nm to 7nm, than to jump to a new manufacturing process and a new architecture.

AMD calls this new product the Radeon Instinct Vega 7nm and this is a direct successor to the Radeon Instinct MI25. Of course, this card addresses machine learning, a market that is currently dominated by Nvidia Volta parts, but, at the same time, AMD is not charging an arm and leg for its products either.

Nvidia’s Volta is a 12nm part, while Vega at 7nm is likely to bring higher clocks, better performance and some optimizations on the architecture side.

7nm in 2018 won’t be easy

AMD states that 7nm Radeon Vega Architecture has been built for machine learning, which might imply that there will be some significant architecture optimizations for machine learning.

Lisa Su said that AMD has a production level machine learning software stack. It is questionable how much impact AMD made with its Instinct products as the industry massively follows the  Nvidia Cuda based solution, but we will be following the latest developments.

Late 2018 would be when we would expect any kind of 7nm, but we won’t go into details about this right now.


nVidia Joins Forces With VW and Uber

January 12, 2018 by  
Filed under Around The Net

GPU maker Nvidia has decided it needs more friends in the car industry and is teaming up with the super popular VW and Uber.

For those who came in late, VW was Hitler’s favourite car company which got into hot water when it was discovered to be lying to various authorities over diesel emissions in its cars. Uber is  still reeling from the side effects of intense sexual harassment investigations, sketchy global business practices, unhappy drivers, discrimination within the company ranks, and sexist behavior within its board. 

Nvidia already has partnerships in the industry with companies such as carmaker Tesla and China’s Baidu, makes computer graphics chips and has been expanding into technology for self-driving cars.

Nvidia CEO Jensen Huang told the assembled throngs at the CES technology conference in Las Vegas that Uber’s self-driving car fleet was using its technology to help its autonomous cars perceive the world and make split-second decisions.

Uber has been using Nvidia’s GPU computing technology since its first test fleet of Volvo SC90 SUVs were deployed in 2016 in Pittsburgh and Phoenix.

Uber’s autonomous driving program has been shaken this year by a lawsuit filed in San Francisco by rival Waymo alleging trade secret theft.

Nvidia said development of the Uber self-driving program had, nevertheless, gained steam with one million autonomous miles being driven in just the past 100 days.

With Volkswagen, Nvidia said it was infusing its artificial intelligence technology into the German automakers’ future lineup, using its new Drive IX platform. The technology will enable so-called “intelligent co-pilot” capabilities based on processing sensor data inside and outside the car.

So far, 320 companies involved in self-driving cars – whether software developers, automakers and their suppliers, sensor and mapping companies – are using Nvidia Drive, formerly branded as the Drive PX2, the company said.

Huang added that Baidu and German auto supplier ZF Friedrichshafen had selected Nvidia Drive for their AV computing platform development in China.

Nvidia added that its first Xavier processors would be delivered to customers this quarter. The system on a chip delivers 30 trillion operations per second using 30 watts of power.

Nvidia will collaborate with Silicon Valley startup Aurora – co-founded by the former head of Google’s autonomous program, Chris Urmson – to build a new self-driving hardware platform using the Xavier processor, Huang said.


Will Intel Going To Court Over The “Meltdown” And “Spectre” Fiasco

January 12, 2018 by  
Filed under Computing

Intel is facing multiple class-action lawsuits over the ‘Meltdown’ and ‘Spectre’ vulnerabilities affecting all of its x64-64x processors from the last decade.

The chip design flaws, which affect everything from iOS and macOS to Linux and Windows, could lead to hackers extracting important protected information such as passwords and encryption keys from programmes and operating systems if exploited.

Although reports claim the flaws have not yet been exploited, The Guardian reports that Intel has, perhaps unsurprisingly, quickly been whacked by a handful of class-action lawsuits, with three separate suits having been filed by plaintiffs in California, Oregon and Indiana.

The plaintiffs are seeking compensation from the chip giant, citing the security vulnerability as well as Intel’s failure to disclose it in a timely fashion. 

They also cite the alleged computer slowdown that will be caused by the fixes needed to address the security concerns, although Intel disputes that this will be the case.

“Intel continues to believe that the performance impact of these updates is highly workload-dependent and, for the average computer user, should not be significant and will be mitigated over time,” it said in a statement earlier this week.

“While on some discrete workloads the performance impact from the software updates may initially be higher, additional post-deployment identification, testing and improvement of the software updates should mitigate that impact.”

Lawyer Bill Doyle of Doyle APC, who is representing plaintiffs Steven Garcia and Anthony Stachowiak who filed suit in the northern district of California, said: “The security vulnerability revealed by these reports suggests that this may be one of the largest security flaws ever facing the American public.

“It is imperative that Intel acts swiftly to fix the problem and ensure consumers are fully compensated for all losses suffered as a result of their actions.”

More lawsuits are expected to follow, and it’s expected that most big cloud service providers, such as Amazon, Google and Microsoft, will likely seek some form of compensation from Intel.


Will AMD Launch The Ryzen 2000 This Quarter

January 11, 2018 by  
Filed under Computing

According to a report coming from Japan, AMD’s Ryzen 2000-series (Ryzen 2) processors, may launch in March, alongside its new motherboard chipsets, the X470 and the B450.

According to Hermitage Akihabara, retailers in Japan are gearing up for the Ryzen 2 launch in March this year, which should bring decent performance improvements thanks to an optical shrink.

According to an earlier roadmap leak, Pinnacle Ridge can be considered as the “tick” in AMD’s CPU lineup as it will be based on the same Summit Ridge architecture or Zen+ cores, which should bring slight IPC improvement, mostly thanks to the 12nm LP manufacturing process.

It is most likely that AMD will be able to squeeze higher clocks and better power efficiency, and some rumors also suggested higher memory frequency support.

As noted, the new Ryzen 2000 series chips will be paired up with the new 400 series chipset, including the X470 and B450-based motherboards. While these will be based on the same AM4 socket, it is still not clear if the 300-series chipset motherboards will be supporting the new Ryzen 2000 series CPUs.

Hopefully, more information will surface as soon as CES 2018 show kicks off next week.


Intel’s Mobileye Software Going In Millions Of Vehicles

January 10, 2018 by  
Filed under Around The Net

Intel Corp Chief Executive Brian Krzanich announced 2 million vehicles from BMW, Nissan Motor Co Ltd and Volkswagen AG would use its unit Mobileye’s autonomous vehicle technology to crowdsource data for building maps that enable autonomous driving.

The world’s largest chipmaker bought Israeli firm Mobileye last year to compete with peers such as Qualcomm Inc and Nvidia Corp and tap the fast-growing market of driverless cars.

Intel will also tie up with SAIC Motor Corp Ltd, which will use Mobileye technology to develop cars in China, the chipmaker said.

Krzanich also said Intel had not received any information of customer data being compromised so far after the company confirmed last week that the security issues reported by researchers in its widely used microprocessors could allow hackers to steal sensitive information from computers, phones and other devices.

Security researchers had disclosed two security flaws exposing vulnerability of nearly every modern computing device containing chips from Intel, Advanced Micro Devices Inc  and ARM Holdings.

Intel Said To Release Patch This Week For Security Flaw

January 10, 2018 by  
Filed under Computing

Intel has developed and is rapidly issuing updates for all types of Intel-based computer systems — including personal computers and servers — that render those systems immune to the”Spectre” and “Meltdown.”

Intel paid hundreds of millions of dollars to recall its Pentium processors after the 1994 discovery of the “FDIV bug” that revealed rare but real calculation errors. Meltdown and Spectre are proving damaging to Intel’s brand, sending the company’s stock down more than 5 percent.

This time though Chipzilla and its chums claim to have made significant progress in deploying updates as both software patches and firmware updates. Besides when you are talking 15 years of chips being affected there was never going to be any way Intel would have done a recall.

Intel has already issued updates for the majority of processor products introduced within the past five years. By the end of next week, Intel expects to have issued updates for more than 90 percent of processor products introduced within the past five years. Also, many operating system vendors, public cloud service providers, device manufacturers and others have indicated that they have already updated their products and services

The question is whether this update will transform PCs into shadows of their former selves and make them as slow as asthmatic ants with a heavy load of shopping

Intel continues to believe that the performance impact of these updates is highly workload-dependent and, for the average computer user, should not be significant and will be mitigated over time. While on some discrete workloads the performance impact from the software updates may initially be higher, additional post-deployment identification, testing and improvement of the software updates should mitigate that effect.

Others are not so certain and want to see some benchmarks before declaring Intel safe. Intel said it continues to work with its partners and others to address these issues, and Intel appreciates their support and assistance. Intel encourages computer users worldwide to use the automatic update functions of their operating systems and other computer software to ensure their systems are up-to-date.

System updates are made available by system manufacturers, operating system providers and others.

Initially, AMD told users its chips were not subject to the same sort of attacks as Intel’s chips, but the company has since updated its stance to say its chips are only affected by some of the announced hacks, and these could be fixed with a simple software update. Engineers at Google originally detected the flaw and wrote in a blog post it could affect Intel, AMD, and ARM chips.  Apple has confirmed all its Mac systems and iOS devices are affected.

The Fruity cargo-cult said it had released mitigations to defend against Meltdown in iOS 11.2, macOS 10.13.2, and tvOS 11.2. It will release mitigations in Safari to defend against the Spectre bug “in the coming days.”

The Tame Apple Press has been doing its best to claim that Apple is less affected than anyone else because no one had been hacked using the exploit.  One magazine even wrote the whole thing off as just a “scare.”


NVidia Intends To Stop Data Centers From Using Consumer-Grade Graphics Cards

January 10, 2018 by  
Filed under Computing

nVidia Has said “NO” to businesses wanting to uses its consumer-grade GeForce graphics cards in their data centers.

By changing its licensing agreements on its software packages and drivers, Nvidia has moved to push companies away from GeForce cards to its Tesla graphics accelerators.

The increase in performance of consumer GPUs, alongside their relatively wallet-friendly prices, have made GeForce cards more appealing to businesses running data centres.

Previously, the artificial imitation of double-precision floating point capabilities of GeForce GPUs made Nvidia’s enterprise-grade Quadro workstations and Tesla products more appealing to companies looking for good performance with data centre workloads reliant on common general-purpose GPU acceleration.

But the shifts in the workloads have meant half precision not double precision is more appealing, which bypasses the issue of limited performance and has seen companies turn towards cheaper consumer GPUs.

Naturally, Nvidia doesn’t want big businesses buying its cheaper cards when it has enterprise-grade tech to shift.

So a change in licensing terms looks to shift businesses back to Tesla GPUs.

“No Datacenter Deployment. The software is not licensed for data centre deployment,” Nvidia’s updated driver licence agreement notes, laying down the law.

However, it adds: “Except that blockchain processing in a data centre is permitted”, which suggests Nvidia still wants people to use its cards for mining cryptocurrency

How Nvidia will enforce this new licensing agreement will have to be seen, but we expect that it will be a major pain in the posterior for companies making use of GeForce cards in their data centres, potentially resulting in them pulling a load of graphics cards from their server arrays when Nvidia’s legal eagles come swooping in.

For people making use of Nvidia GPUs in their personal computing, this move will mean very little but should help prevent companies from snapping up GeForce cards and potentially driving prices up. And it will prevent Nvidia from throttling performance of GeForce GPUs to limit their data centre appeal.

That being said the strength of the parallel processing found in GPUs for crunching machine and deep learning algorithms means Nvidia GPUs have a strong appeal for developers working on artificial intelligence and smart systems.

As such, this could be the reason why the previously enthusiast-level GeForce Titan GPUs have dropped the GeForce branding, seen pricing hit a hefty $3500, and get marketed for AI-powering use.

While Nvidia’s graphics tech all share a common architecture, it would appear that the previously blurred lines between enterprise and consumer-grade cards are becoming more tightly defined for better or worse.


Is The Popularity Of HBM2 Becoming More Popular

January 3, 2018 by  
Filed under Computing

Analyst at Digitimes Research have added up some numbers and divided by their shoe size and worked out that HBM2 (second-generation high bandwidth memory) have been becoming more popular.

Th researchers found that the reason has been due to the adoption of such products by Nvidia’s Tesla P100 accelerator and Quadro GP 100 graphics card as well as AMD’s Radeon Vega chip.

In addition to HBM-based products, there is a variant version of HMC (hybrid memory cube) chips. While both HBM and HMC solutions are made with a similar vertical stacking process to integrate multilayer DRAM devices on a base logic die, the HBM is more like a 2.5D stacked-die packaging solution, and the HMC is closer to a 3D stacked-die packaging process.

SK Hynix and Samsung Electronics are using wafer-level packaging (WLP) process to fabricate HBM2-based chips, TSMC is using chip-on-wafer-on-substrate for HBM2 devices. Micron Technology and Chipzilla focus mainly on HMC-based products.

Intel’s deep-learning chip, Lake Crest, which came following its acquisition of Nervana, has come with HMB2. This indicates that HBM-based architecture will be the primary development direction of memory solutions for HPC solutions by GPU vendors, Digitimes Research things.

The high packaging cost and compatibility are likely to continue to affect the applications and popularity the HBM2 chips, Digitimes Research added.


Was Intel’s Cannon Lake A 7th Generation Processor

January 2, 2018 by  
Filed under Computing

Intel hasn’t announced its 10nm processors, despite us expecting them before the end of 2017. While there is a good indication that we shall see 10nm from Intel in 2018, it means that Chipzilla is two years behind with 10nm.

In August 2015, Intel announced its second generation 14nm process based on a processor codenamed Skylake. This was a tick from the 22nm Broadwell architecture. Broadwell itself was the tock (the new architecture) from Skylake.

Skylake arrived in August 2015 as the Gen 6 Intel or 6000 series. The original plan was to follow up with the 7th generation in 10nm and give it the codename Cannon Lake.

Obviously, 10nm didn’t ship in the following year as mass production was too much for it and even in the last days of December of 2017 Intel has yet to ship any 10nm parts. it could not even announce the Core Y, the easiest and smallest to make the 10nm core. There is some hope that this might happen in early 2018.

Instead of having Cannon Lake as 10nm being the Gen 7, Intel replaced the second generation of 14nm with another optimization known as Kaby Lake. While Kaby Lake did well in both mobile and desktop, it was only a minimal optimization of the 14nm predecessor.

Intel’s agony didn’t stop there. In October 2017 it introduced the second refinement of the 14nm process codenamed Coffee Lake and called it the Gen 8.

The most significant change was squeezing in more cores and L3, which affected the performance of the multithreaded applications but again, it didn’t help Intel get to 10nm. However, these processors did a good job fighting against AMD’s Ryzen series, despite being somewhat elderly tech.

The Tick Tock strategy today looks like Tick – Tock – Refresh – Refresh – and pray for the new Tick in 2018. Until early March 2017 and the Ryzen introduction, Intel was fighting itself. Of course, it didn’t delay its roadmap voluntarily, it had yield-related problems with its 10nm as we described a month ago.

Meanwhile, the successor of Ryzen should use the 12nm optimized 14nm manufacturing process from the GlobalFoundries, but it won’t bring significant leaps in performance. The successor to the original Ryzen will be an evolutionary step.

One of our industry sources once described Intel’s 10nm as Samsung’s / GlobalFoundries 7nm, which implies that the 10nm core from Intel can bring a lot of performance to the table. All Chipzilla needs is to have the 10nm Cannon Lake (desktop) and Ice Lake (notebooks) ready by the second part of 2018, and it will stand well to compete with AMD.

However, that means delays close to two years.


Will Intel Start Being More Aggressive With New Tech

December 27, 2017 by  
Filed under Computing

Intel CEO Brian Kzarnich has had enough of taking the safe approach and he is casting off the cardigan and bobble hat his mum insisted he wears and is going to take a few risks.

Dashing out a risky memo to Intel employees, he said that the company would be taking more risks in the future. He said that those chip things which made it shedloads of money… well they will not be Intel’s center any more.  Instead it will be more interested in data memory, FPGAs, IOT, artificial intelligence, and autonomous driving.

The Intel CEO also mentioned the company’s financial outlook and growth of recent times, with the increased focus on those same data-hungry fields that have led the company to achieve an almost 50/50 ratio in income divided by both PC and all other Intel growth areas.

Intel’s recent acquisitions of Nervana, Mobileye and Altera, just to name a few, have been some of the more evident of these, but the company has also been picking up slightly smaller companies as well.

To be fair, Intel’s consumer PC market hardly pays its way these days.

Kzarnich said that in the early 80s, he  was hired fresh out of college to be a process engineer in Intel’s New Mexico fab.  At the time, Intel made DRAM and in 1985 Andy Grove and Gordon Moore bet the company on a decision to get out of memory and switch to manufacturing microprocessors.

“I was about three months into the job when my boss walked in and said: ‘We’re not in the DRAM business anymore. We’ll shut the factory down'”. I remember calling up my father and telling him: “Well, I’ll be coming home.” Instead, I watched as Intel made a massive shift. It required downsizing, new investments, and a lot of change. Yet in December 1997-20 years ago this month, Time magazine named then Intel CEO Andy Grove its Man of the Year. “Under his leadership, Intel had transformed from embattled memory maker to the world’s leading microprocessor company and a leader of the digital revolution”, Kzarnich wrote.

He added: “Data is becoming the most valuable asset for any company. That’s why our growth strategy is centered on data: memory, FPGAs, IOT, artificial intelligence, autonomous driving. Anything that produces data, anything that requires a lot of computing, the vision is, we’re there.”

He said that within five to ten years “the world will run on Intel silicon”.

Intel was “inches away” from being a 50/50 company, meaning that half of its revenue comes from the PC and half from new growth markets. While in many of these new markets Intel is the underdog, it is an exciting challenge.

“The new normal for Intel is that we are going to take more risks. The new normal is that we will continue to make bold moves and try new things. We’ll make mistakes. Bold doesn’t always mean right or perfect. The new normal is that we’ll get good at trying new things, determining what works and moving forward”, he said.

Of course, there is nothing wrong with risky business, just so long as you don’t end up being filmed dancing in your underwear.


Will EPYC Help AMD Next Year

December 20, 2017 by  
Filed under Computing

AMD had a pretty good year this year, but that did not appear to do much for its share price which remained fairly static.

Wall Street thinks that its stock is risky because the outfit has low and fluctuating margins. However some analysts think that the launch of its EPYC line of server processors earlier this year to compete with Intel which has long dominated this market.

In fact word on the street is that the initial traction and reviews have been positive, and this could present AMD an opportunity to grab some share and give a boost to its valuation.

If the numbers pad out, AMD could add 25 per cent to its value by being more aggressive in the server market.

Forbes is predicting that of AMD gains a 10 percent share in the server processor market, it would imply a nearly 25% upside to its EPS, which would drive a similar upside to our price estimate assuming the valuation multiples remain constant.

It suggest that EPYC server processors could gain enough market share thanks to the lower cost, and simplification of the future development roadmap. EPYC performance per watt is attractive and the company has seen some good traction lately.

The prediction is that global server CPU shipments in 2019 to reach 26 million, meaning a 10 per cent market share gain will imply 2.6 million server CPUs shipped, This would mean incremental server revenue would be roughly $1.4 billion assuming average processor pricing of $550.

This would increase AMD’s EBITDA by around $250 million and lead to incremental earnings of about $160 million, or 17 cents per share. This, in turn, would imply a 25 percent jump in EPS in 2019, and even more upside in the long run, Forbes said.


Are AMD’s Ryzen 2 Processors Arriving Next Month

December 15, 2017 by  
Filed under Computing

AMD must be tired of the success it enjoyed with the Ryzen CPUs as its second-gen processors are set to launch early 2018.

The Ryzen 2 lineup, according to WCCTech, will be made up of the Ryzen 7, Ryzen 5 and Ryzen 3 2000 chips, and are set to bring in better performance with jacked-up clockspeeds and overclocking capabilities. Bet Intel’s happy about that….

Core specifications for chip fans include the Ryzen 2 family being the first chips AMD will have built using the 12 nanometre fabrication processes to pack in more transistors into small squares of silicone.

The Ryzen 2 familiy will feature AMD’s Zen+ CPU architecture, which is set to offer more power efficiency alongside beefier speeds and support for DDR4 memory running at higher frequencies.

Dubbed Pinnacle Ridge, the wave of second-gen Ryzen chips will start predictably with the flagship Ryzen 7 in February, followed by its less gutsy siblings in March.

With up to eight cores and clock-speeds reckoned to hit up to 4.4GHz, the Ryzen 2 CPUs are not only set to butt heads with Intel’s eighth-generation processors, but also take on Intel’s 9000 series CPUs set to make a splash mid next year.

The first bout of Ryzen CPUs made their debut earlier this year and offered enough performance on tap to give people an alternative to Intel chips, which had for some time offered better performance than AMD’s CPUs.

But the Ryze 2 family demonstrates there’s still more to be had out of AMD’s Zen architecture and that the chip maker wants to build upon its CPU rise with Ryzen.

There’s not a vast amount of extra information about what we can expect from Ryzen 2, but we reckon the chipset will be more of an evolution in performance rather than a massive power hike to annoy people who bought a Ryzen CPU earlier this year.

That being said, later down the line we’d not be surprised to see a new ‘Threadripper’ chip built on the same Zen+ architecture but rocking a serious number or cores, or perhaps a 2000x series chip with 12 cores and 24 threads to really stick two fingers up at Intel. But as ever time will tell.


Next Page »