AMD to use 2nm in 2025? I have lost track of the road map a bit but I had the impression that they usually stayed off of the latest and greatest process for cost reasons and to avoid getting into capacity fights.
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How much less power will chiplets draw at 2 nm than currently? I think AMD will own the highest end server niche, which will be defined as AMD servers and only AMD servers. This will be good for AMD and worse for Intel. I suspect that AMD will use larger process controller CPUs and 2 nm just for chiplets. Given chiplets per part, it may even lead to AMD redefining high end GPU which would hurt NV instead. The thing I do NOT see happening is both. I also imagine AMD will start shrinking controller CPU processes to give a mild boost to their lesser servers. Or (pure speculation) maybe a combination of smaller and larger process chiplets to enable a total line refresh.
One thing I’ve learned is that Dr. Su often surprises me with her plans. AMD is far more reliable for many years than it was under JS!!!
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