Number one chip on Amazon First up, we have the AMD Ryzen 9 7950X3D & 7900X3D CPUs which are the first to see a price cut as big as $100-$50 US, respectively. The AMD Shop has the 7950X3D listed for $100 US below its MSRP of $699 US and the 7900X3D listed for $50 US below its MSRP of $599 US. Meanwhile, the AMD Ryzen 7 7800X3D has become the best-selling CPU on Amazon
It might be cheaper on Microcenter:
Microcenter is currently offering the chip for $549.99 US which is $50 US below its $599.99 US MSRP. The chip also has a $10-$15 US discount on other US-based retailers such as Amazon and Newegg.
The article also says that the Ryzen 5000 will see another discount as AMD moves to the next mobo. Might be time to upgrade my desktop…doc
The AMD Ryzen 7 7840U is another Ryzen 7040U Phoenix APU which is designed for the 15-28W laptop designs. This CPU carries 8 cores and 16 threads based on the Zen 4 core architecture and also packs a Radeon 780M iGPU that utilizes the RDNA 3 graphics architecture. The GPU side has 12 compute units for a total of 768 cores and those will run well above the 2.5 GHz frequency. The APU has already been seen running in various benchmarks and packs a punch even at its 28W TDP design. Meanwhile, the RDNA 3 iGPU puts up a good fight with the RTX 2050 and GTX 1650 Ti GPUs for laptops.
AMD has so far [confirmed](https://wccftech.com/amd-2022-2024-cpu-roadmap-5nm-4nm-zen-4-zen-4c-zen-4-v-cache-4nm-3nm-zen-5-zen-5c-zen-5-v-cache/) that the new Zen 5 architecture will launch in 2024. The Zen 5 CPUs will come in three flavors (Zen 5 / Zen 5 V-Cache / Zen 5C) and the chip itself is designed from the ground up with a completely brand new microarchitecture that focuses on delivering enhanced performance and efficiency, a re-pipelined front-end, and wide issue along with Integrated AI and machine learning optimization. Some of the key features of Zen 5 CPUs include:
Enhanced performance and efficiency
Re-pipelined front end and wide issue
Integrated AI and Machine Learning optimizations
AMD is apparently well positioned for whatever Intel brings out in the next 2 years is my guess…doc
AMD’s ROCm allows researchers to access the backing of AMD Instinct accelerators to aid scientific research. The company created the ROCm platform for “open portability, supporting environments across multiple accelerator vendors and architectures.” In the newest release, consumers and developers can access “turn-key HPC application and ML framework containers on Infinity hub, improved developer tools, and streamlined installation and enhanced documentation.” All users can expect lower levels of kernel launch latency with increased performance.
The added benefits of ROCm are its AI capabilities. Access to machine learning to boost the timeframe of research in any field is a bonus for medicine and other essential sciences. Thanks to high-performance computing and artificial intelligence, what used to take years is now cut into a fraction of the time.
AMD continuing to make improvements on all fronts so far apparently…doc
In four individual marketing slides, AMD compares its Radeon RX graphics cards against NVIDIA’s GeForce RTX cards. We start off with the RTX 4080 which is compared to the RX 7900 XTX. NVIDIA has 16 GB of VRAM against 24 GB on the 7900 XTX. The RTX 4070 Ti is compared against the 7900 XT which also offers 8 GB more VRAM (12 GB vs 20 GB). The RTX 3080 10 GB is compared to the RX 6950 XT and 6900 XT. Lastly, we have the RTX 3070 Ti 8 GB compared to the RX 6800 XT 16 GB.
I like that AMD is not just going after AMD, but also going against NVDA. I believe this will be positive going forward for AMD…doc
The AMD Ryzen 7 PRO 7840HS is the second Phoenix PRO APU that has leaked out this week. The first one is the Ryzen 9 PRO 7940HS which was leaked yesterday. This shows that the red team is indeed ready to launch its Business-aimed PRO APUs for laptops soon after the standard variants launch later this month.
The article states that the launch is anytime now. Laptops are very profitable for AMD so this is good news going forward I believe…doc
AMD is contending with a huge drop in PC sales. [According to Gartner](https://www.gartner.com/en/newsroom/press-releases/04-11-2023-gartner-says-worldwide-pc-shipments-declined-30-percent-in-first-quarter-of-2023), worldwide shipments collapsed 30% year-over-year in the first quarter of the year, falling to 55.2 million units. The problem? Limited demand from consumers and businesses and too much inventory mean fewer PCs are being sold. The result? A 64% year-over-year decline in client revenue, which includes sales of PC chips.
Here are the most important numbers from the report compared to what Wall Street expected from the chip maker, as compiled by Bloomberg.
Revenue: $5.4 billion versus $5.3 billion expected
Adj. EPS: $0.60 versus $0.56 expected
Data Center: $1.29 billion versus $1.46 billion expected
Client: $739 million versus $908 million expected
Gaming: $1.75 billion versus $1.52 billion expected
Embedded: $1.56 billion versus $1.46 billion expected
Shares were down roughly 4% following the announcement.
This was really interesting. Apparently AMD is more involved in AI than I thought. Apparently AMD is not playing catch up with Nvidia regarding AI but is in the forefront with researchers. This article pairs well with the one that was posted regarding AMD and Microsoft working together I think…doc
When discussing Q1 earnings, CEO Lisa Su mentioned that researchers used the AMD-powered LUMI supercomputer to train the largest finished language model to date, which is spurring significant demand from customers for the next-generation, purpose-designed Instinct MI300 chip. That platform is due for release later this year. It combines CPU (central processing unit) and GPU (graphics processing unit) technologies to create what AMD refers to as the world’s first APU – or advanced processing unit – for data centers.
AMD says the MI300 will deliver eight times greater performance for AI applications than its MI250X predecessor.
Time to trim a little? or double down? Who can say? I’m torn. I feel like we could easily be clubbed over the head by some external event like the debt default discussions or an event in the broader economy or geopolitics. And yet… the trip down to the 50s earlier seemed so unjustified that I hate to sell just as we’re getting back to “the good parts.” I have a lot of shares bought between 90 and 110 I think.
Well I kind of agree with PieR2. The AMD price rise is all about AI. The M1300 graphics card is supposed to be their answer to NVIDIA. The newsflow for AMD is pretty positive, Computex end of month and Lisa Szu giving a talk on AMD AI products mid June. I rather stupidly sold 25% of my AMD a few days ago, only to buy them back today, more expensively.
