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[VC] AMD: No 20nm GPUs this year

post #1 of 146
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Quote:
 So in terms of product and technology selection, certainly we need to be at the leading-edge of the technology roadmap. So what we’ve said in the past is certainly this year all of our products are in 28-nanometer across both, you know, graphics client and our semi-custom business. We are, you know, actively in the design phase for 20-nanometer and that will come to production. And then clearly we’ll go to FinFET. So that would be the progression of it.

SOURCE

 

So, if you were waiting for the new fab tech; the wait is gonna be a long one.

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post #2 of 146
I think everyone is expecting Nvidia to be first with 20nm. I expect the 880 GTX on GM204 this winter/fall and AMD launching early 2014. The 880 will be a paper launch with low supply just the the 680.
post #3 of 146
Videocardz


I'll wait for a real source to confirm it.
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post #4 of 146
That sucks. Guess I'll be keeping my 7950's a bit longer tongue.gif
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post #5 of 146
Quote:
Originally Posted by szeged View Post

Videocardz


I'll wait for a real source to confirm it.

 

The original source is Seeking Alpha, not VideoCardz. One of the better financial news websites. And is a direct transcript of AMD's Q1-2014 Earnings Call.

 

 

Here are the quotes from the earnings call regarding 28nm production.

 

Quote:

 

Christopher Rolland - FBR Capital Markets

Hey guys. Congrats on the quarter and thank you for letting me ask question as well. Can you guys talk about the puts and takes of either moving or perhaps not moving your next-generation follow-on to Kaveri to the next node here and how this might affect your decisions to move other products and families to the next node, or not to move them? Thanks.

Lisa Su - SVP and General Manager of Global Business Units

Sure, Chris. So let me take that and give you a little bit of our thinking.

So in terms of product and technology selection, certainly we need to be at the leading-edge of the technology roadmap. So what we've said in the past is certainly this year all of our products are in 28-nanometer across both, you know, graphics client and our semi-custom business. We are, you know, actively in the design phase for 20-nanometer and that will come to production. And then clearly we'll go to FinFET. So that would be the progression of it.

Relative to the competitiveness of the products, we feel very good about the competitiveness of the products, to vary in terms of total compute, what we're able to do across the stack with our Beema product line and our graphics capability.

 


 

David Wong - Wells Fargo

Great. And when will we expect you to introduce GPU products at a node below 28 nanometers? Will have you have any 20-nanometer GPUs this year or next year?

Lisa Su - SVP and General Manager of Global Business Units

David, I think what I said earlier sort of what we're doing in terms of technology strategy, we are 28 this year, we have 20-nanometer in design, and then FinFET thereafter. So that's the overall product portfolio.

David Wong - Wells Fargo

That includes GPUs, Lisa?

Lisa Su - SVP and General Manager of Global Business Units

That's the overall product portfolio, so I'm not being specific about graphics versus other products.

David Wong - Wells Fargo

Okay, great. And my final question, when do you expect to first start generating semi-custom revenues from chips made at Global Foundries? And will moving to Global Foundries for game console chips reduce the cost of the chips or is it a neutral move?

Lisa Su - SVP and General Manager of Global Business Units

Yes. So we will see semi-custom chips from Global Foundries in the second half of this year. And relative to our operating margin guidance on semi-custom, it stays the same. So it's what we've said previously.

David Wong - Wells Fargo

Great. Thank you.

 

Edited by Kinaesthetic - 4/18/14 at 12:12pm
post #6 of 146
Quote:
Originally Posted by szeged View Post

I'll wait for a real source to confirm it.

They linked to the real source at the bottom of the article.
post #7 of 146
Quote:
Originally Posted by szeged View Post

Videocardz


I'll wait for a real source to confirm it.

Lisa Su is about as real it gets when it comes to AMD.
 
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post #8 of 146
Damn I was waiting so I can get a laptop with super efficient GPU mad.gif

I wish Nvidea would hurry up too
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post #9 of 146
In this case, I want a Hawaii refresh, something to combat the constant Kepler rehashes. Wants bigger 28nm AMD GPU dies, though doubt it'll happen.
post #10 of 146
Quote:
Originally Posted by maneil99 View Post

I think everyone is expecting Nvidia to be first with 20nm. I expect the 880 GTX on GM204 this winter/fall and AMD launching early 2014. The 880 will be a paper launch with low supply just the the 680.



680 shortage was only a few weeks IIRC...prices didnt hike up either
     
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