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Technology Stocks : AMD, ARMH, INTC, NVDA

AMD 221.05

+1.4%

Dec 8 3:59 PM EST

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From: Joe NYC	4/28/2022 7:58:30 PM
	Read Replies (1) of 72833

Moore's Law is dead kept promising some big reveal on RDNA 3. He posted it today but did not really reveal how the dies will be configured (and connected). So nothing 100% confirmed that I did not know, or that was out in public in some form. Couple of tidbits that are kind of new (or confirmed): - Navi 33 - Q3 22 - Navi 31 - Q4 22 - Navi 32 - Q1 23 - Power consumption in 375-470 W range, but really outpacing NVidia Lovelace by good margin in power efficiency. Now something new and crazy: His leak of Mi300 (2nd half of the video) I have not been able to fully absorb everything revealed, from > 2,000 interposer and some sort of chips on top of tiles, intermixing compute elements geared to certain type of performance... Tom seems to think that AMD is going to be able to beat Hopper with this card as well Another thing from this video - something I have been harping about for a while - which is AMD's goal to mix in (by then) cheap N6 dies with expensive and high performance N5 and lower dies, for end product that the competition without chiplets (without stacking, without ability to use nodes to their best advantage) will just not be able to keep up technologically with AMD. Tom also thinks Intel is out of the competition with whatever and whenever the Arc piece of crap ends up being released, which can barely compete with last gen of AMD and NVidia...

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