Three ways forward, AMD, Pensando and Celings released a roadmap for the next phase
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Update time : 2022-07-23 15:53:11
On the financial analysts' day on June 9, amd released a new product roadmap, which also includes the respective technological development ideas of Xilinx and pensando, which have recently been absorbed. From this point of view, AMD is ready for a new of ultra-high growth and business expansion. As Devinder Kumar, CFO of the company, said in the summary speech of the meeting, AMD's financial situation has never been so healthy and its product roadmap "has never been so high-quality". In the past two years, amd has achieved a compound annual growth rate (CAGR) of 56%. In order to further improve the company's profit margin and promote the diversification of product revenue, the company hopes to focus on exploring the market space in the field of data center and cloud computing.
Zen 4 and 4C cores will adopt TSMC's 5-nanometer process. Zen 4 CPU will first log on to the desktop processor, which will be introduced in detail later. Starting from Zen 4, amd expects that the performance of instruction per cycle (IPC) will be improved by 8% to 10%, and the performance per watt will be improved by 25%. The "Genoa" server processor based on Zen 4 core is expected to be shipped in the fourth quarter of this year, equipped with PCIe Gen 5 and 12 channel ddr5 memory, and supports up to 96 cores. In terms of confidential computing, Zen 4 will also support inline memory encryption.
Although the development momentum of the PC market may slow down, the intensity of competition between AMD and Intel remains unabated. Amd has begun to march into the high-end market, targeting commercial, gaming and high-end PC devices. In order to further promote this strategy, AMD's next-generation Ruilong processor will add AIE AI acceleration, heterogeneous packaging, extreme power management and other functions.
Overall, AMD is still a strong competitor of Intel. In contrast, Intel is trying to guide the business back on track under the leadership of the new CEO pat Gelsinger.
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