The light at the end of the losses? B-AMD Announce that they have completed the major production processes for their 14 and 16 nanometer products, and promise to see them in the market next year
As part of the very unhappy investors' call from Sunnyvale for the second quarter of 2015, it found that it had already received the first ready-made chips (so-called tape-out) for its next-generation products, intended to arrive in 2016 based on new production technologies And advanced. Is it from here toAMD All that remains is to rise?
According to all the latest information, it appears that AMD Will continue with its current approach in the new generation as well - integrated processors and APUs will be manufactured by Globalfoundries based on their 14 nm process, while the graphics cores will be manufactured by longtime partner TSMC based on their 16 nm process. Both processes are based on FinFET transistors, ensuring a significant improvement in all parameters compared to the 28-nanometer planar lithographs on which all of AMD In recent years.
In the processor segment, it is widely believed that we will see the "Zen The company's new product comes first and foremost for enterprise server products, but it is possible that in 2016 it will also reach CPUs for the high-performance market - as a successor to the old FX processors. However, it seems likely to see the architecture of theZen APU products next year are also pretty low - and this will only happen during 2017, when in 2016 we will have to settle for another generation based on the latest evolution of the bulldozer architecture, to be called Excavator.
In the graphics card sector it seems that the situation is interesting and even more promising. According to reports toAMD Has the first right on chips Memories The fast and advanced HBM - and especially on Memories The Next Generation HBM2, Which promises even more volume and even more speed in that tiny package.
AMD is preparing to launch a new generation under the code name Arctic Islands, which will consist mostly of core architecture and updated Memories HBM - Maybe Memories (HBM2), and new HBM16 memories for the leading models (which will supposedly continue to operate under the Fury brand), all based on the new XNUMX Nanometer TSMC As stated, and will give us a chance to see a technological leap that has not been seen here since the jump between 40 and NAM to 28 nm somewhere in 2010.
For dessert, as we have already reported inAMD Have confirmed that they have begun developing a third custom chip in a number, probably for Nintendo's new generation console. Beyond the fact that this move marks an almost complete convergence of all home consoles to personal computers at the level of architecture, it may also greatly strengthen the basis of AMD, Which already makes several hundred million dollars a quarter thanks to chips it supplies toXbox One And -Playstation 4 - This is assuming that Nintendo's new console will be more like theWii The mega is successful, and less like theWii U shuffling.
The year 2016 appears as a key year of AMD, Which will show whether the technologies it has developed and commissioned by the company over the past two years will indeed succeed in restoring its competitiveness - or whether they will not be able to stop its dangerous deterioration, and will in fact constitute another bet on the wrong horse. From its loss-making areas of practice.
We'll hold fingers toAMD And to the continued competitiveness in the consumer computing market, which depends mainly on it and its position down the road.