Maybe you know something I don’t but that FPGA statement makes zero sense to me. The ASIC development cycle is measured in years - that’s why FPGA’s are valuable (and I thought they were relatively heavily used).
With the newest Ice Lake processors ("10th generation") the all-cores-active, all-avx-512 max clock speeds are the same as max scalar clock speeds. You can try this out yourself with the avx-turbo program.
It will be interesting to test Ice Lake when they make it to the cloud, hopefully some time late next year, but until we can actually use Ice Lake, Sky Lake is what AVX512 will be judged on.
Codes that can do a lot of 512b FMA consecutively will benefit very greatly, and pay a small penalty (up to 25%) in terms of throughput for everything else.
Codes that use non-multiplier stuff that's just marketed as AVX-512, like VBMI2, also benefit greatly and without any penalty.
People with AMD CPUs don't get a choice. Hard to see how this accrues to Intel's mistakes column.
AMD isn't relevant in this space AFAIK.
For more reading, check out cpu pipelining, as well as how vectorized instructions actually work. The performance benefit for well implemented vectorized instructions overcomes the clock speed hit by leaps and bounds, which is why mobile systems make such heavy use of them, for example.
We do use them at my employer, a multinational chip company - but only in very small numbers, like one $50k board gets shared around project groups who use it for a few weeks each. Most of the work is done in simulation.
Another of the big advantages for AMD is that their products aren't reticle limited. The basic design lets them have a single design they bolt into dozens of configurations that scale larger than what intel can fit on a single die. Hence 64 "big" cores in a single socket.
There are likely other advantages too (cooling?) that partially make up for the longer more complex core->core latencies.
Bottom line, I don't believe that intels product lines prices in any way reflect what the actual yield curves are.
Its hard to tell, but intel still has a strong markup on 24 core parts being sold from 28 core dies. Intel has often be "caught" down selling parts to protect their higher margin parts. (AKA they are selling parts with things disabled that work)
AKA its a perfect part, but its being sold with a couple cores disabled or at a frequency below whats its capable of.
It deputed on workstation accelerator cards.
> It does not “downclock a whole chip”, it gates the core where it is active and there’s not even that penalty on the current generation parts.
It very much could thermally throttle more than the one core.
> “10nm” is marketing fluff which has little or nothing to do with actual semiconductor construction.
"10nm", even as a proper noun, is a very important component of Intel's woes right now. They aren't getting the yields they were expecting, a major competitor surpassed the for the first time ever (TSMC) and that's how AMD is killing them right now.
> “Chiplet” is also marketing-speak for “wow this memory topology is hard to program around “. Not sure they should feel too bad about missing that boat.
No, it's marketing-speak for "near EUV process nodes have terrible yields compared to previous nodes, and need smaller dies combined on a multi chip module to get anything worthwhile for an acceptable cost". Current EPYC chips are a single NUMA node again, but still chiplets. They are absolutely kicking themselves for not bucking the trend and going chiplet, because then they would have been competitive with TSMC for yield/area. Single chips is putting all your eggs in one basket, but splitting the dies means you throw away way less chips. (Another way out is FPGAs and GPUs that practically can bin off way more of the chip).
> And the bets they made didn’t pan out: FPGAs aren’t popular because the people sophisticated enough to use them are also smart enough to tape out ASICs.
FPGAs are very interesting in a post Moore's law world. Their ability to dynamically reconfigure makes them interesting in cases where ASICs don't make sense. High level logic can be treated like code from a continuous delivery perspective (like Alibaba does with their memcache like FPGAs sitting on RDMA fabric). Data can be encoded in combinatorial logic and treated like any other infrastructure deployments (like Azure does with their routing CAMesque logic in their SDN FPGAs). ASICs don't give you anywhere near that flexibility, even in a world where they're a commodity. Don't confuse their tooling immaturity for a lack of usefulness.
> IoT is not a thing.
It's very much a thing; once again just an extremely immature ecosystem. Once high end CPUs are commidities that can been shopped around from each of the fabs, IoT external customer designs will almost certainly be a very important revenue stream for Intel. A modern fab is nothing to sneeze at, basically only countries with $20B to spend will have one, so we'll be seeing one or two per continent. It won't make sense for anyone else in the US to compete. As for how that affects IoT, tiny nodes will be amazing for little smart dust chips once the capital investment of these end nodes has been paid off.
FPGAs really need a tooling unlock to take off so they can be useful to people who haven't been on the ASIC design course.
> It won't make sense for anyone else in the US to compete
TSMC?
Apple have $245bn on hand, so they could have a dozen $20bn fabs if they felt the need. Bezos has $180bn and no idea what to do with it.
https://www.cnbc.com/2019/01/29/apple-now-has-tk-cash-on-han...
Fabs are both a commodity, and take a high capital investment. Unless you have a geopolitical reason to create one and you get .gov kickbacks to make it happen, then there's way better uses of your money.
2nd Comment into the page and literally everything said in that were wrong.
What Intel really should be worried about is the client side being their largest revenue segment. That’s a dead business, eventually. And the bets they made didn’t pan out: FPGAs aren’t popular because the people sophisticated enough to use them are also smart enough to tape out ASICs. IoT is not a thing.