Re:AMD Rome Second Generation EPYC Review: 2x 64-core Benchm...
by kllrnohj on Thursday August 08, 2019 @11:54AM
(#20645660)
> It's unlikely that AMD has enough manufacturing capacity to fill all demand, so Intel will still make profit.
Keep in mind AMD's dies are tiny compared to Intel's. The CPU dies, the 7nm parts, are a mere 74mm2. They are going to be getting fantastic yields on them as a result, and can trivially allocate them to what's selling well. And it's the same die for their entire stack - consumer & enterprise.
Meanwhile the 28 core Xeons are a monstrous ~694mm2. Even though the 14nm process is mature, that's still a hugely expensive chip to make due to yields and capacity. You can only fit so many of those rectangles on the circular wafer.
Keep in mind AMD's dies are tiny compared to Intel's. The CPU dies, the 7nm parts, are a mere 74mm2. They are going to be getting fantastic yields on them as a result, and can trivially allocate them to what's selling well. And it's the same die for their entire stack - consumer & enterprise.
Meanwhile the 28 core Xeons are a monstrous ~694mm2. Even though the 14nm process is mature, that's still a hugely expensive chip to make due to yields and capacity. You can only fit so many of those rectangles on the circular wafer.