PC Ekspert Forum - Nadolazeći AMD socketi, ploče i procesori

ok shvatil san, znači memorija mu neda da se zamaše, ali ako radi na istom taktu jezgra ond amora da isključi više jezgri da ne povuče više od 120W jel tako , znači u prevodu L3 memorija u stvari samo smeta , ako ti zbog nje smanji broj jezgri (takt npr)koje rade
jesam li pohvatao konope ?

Nema gašenja jezgri, samo se radi o dvije različite implementacije, pa svaka radi na svoj način, a opet su dio istog paketa.

120W TDP je tu reda-radi, jer procesor je u stanju povući više od 160W, makar cijela Zen 4 generacija se može dodatno u BIOS-u podesiti kak kome paše.

https://i.postimg.cc/w3YtGQqH/130335.png

:chears::frend:

Citiraj:

Looking at the main specifications of the Ryzen 9 7950X3D, it has 16 Zen 4 CPUs cores and operates at a TDP rating of 120 W; this is some 50 W lower than the regular Ryzen 9 7950X. According to AMD, the more relevant Package Power Tracking (PPT) rating is 1.35x the TDP, which puts the socket power output at up to 162 W. The Ryzen 9 7950X3D also shares the same turbo frequency as the Ryzen 9 7950X, which is 5.7 GHz, but AMD has lowered the base frequency by 300 MHz, making it 4.2 GHz on the 7950X3D. Memory support remains unchanged from the rest of the Ryzen 7000 family, with JEDEC-compliant speeds topping out at DDR5-5200, while overclocking (AMD EXPO, etc) can take it over DDR5-6000.

Touching on the design of the Ryzen 9 7950X3D, AMD is employing an asymmetric chiplet design, where one of the CCDs is a vanilla Zen 4 CCD, and the other is a Zen 4 CCD with 64 MB of V-Cache stacked on. This means that the Ryzen 9 7950X3D has one CCD with 96 MB of L3 cache, while the second "vanilla" CCD still has the usual 32 MB available. AMD's Infinity Fabric Interconnect keeps everything flowing, which connects both CCDs to the centralized IOD in a die-to-die connect flow.

Notably, just as the two CCDs are unequal in cache, they're also unequal in peak clockspeeds. Attaching a V-Cache die to a CCD limits the highest clockspeeds it can attain, capping it at around 5.25GHz. Thus, compared to the 5.7GHz max clockspeed of a plain Zen 4 CCD (as used on the 7950X/7950X3D), this represents a roughly 8% frequency handicap for adding V-Cache. Which is why AMD is including both types of CCDs on their Ryzen 9 7000X3D parts, ensuring that applications have access to whatever type of CCD better fits their processing needs.

Izvor: AnandTech

Brzi Picek

04.06.2024. 14:46

jasno , hvala na detaljnom objašnjenju
inače imam 7800 3DX pa me malo zanimalo za eventualne nadgradnje na 9xxx što gledati

Exy	04.06.2024. 18:41

Nema ti baš smisla to mijenjati, eventualno kad stignu 9xxx3D iako je i to vrlo upitno.
Odgledao sam malo AMD prezentaciju, i moram reć da sam skoro umro od dosade. AI AI AI AI AI AI, baš kad sam pomislio da taj market ne može postat dosadniji nego što je:D

The Exiled

04.06.2024. 18:45

Nema smisla to gledati, koju god od tih prezentacija, nVidia, Intel, AMD, ARM, sve samo AI i PR non-stop, sva sreća pa ovi YouTube kanali koji su sad na Computexu imaju svoje izvještaje s terena koji sav AI samo ignoriraju.:) Kaj se Zen 5 3D modela tiče, IMHO, u slučaju da Intel do kraja godine složi Arrow Lake, pa makar u papirnatom izdanju i ukoliko bude opet gaming naj-naj za taj CPU, onda AMD već početkom 2025. lagano može izbaciti Zen 5 3D varijante, jer bude do onda prošlo pola godine od službenog Zen 5 lansiranja i taman se sve kockice poslože na mjesto.:)

Exy	09.06.2024. 21:43

Gledam malo procjene za zen5, 10-15% brži u igrama, znači da 9600x/9700x opet neće bit brži od 7800X3D, razmišljam da uzmem 3D-a odmah, valjda ga neće ovi non 3D modeli preć :D

The Exiled

09.06.2024. 23:22

Nemreš fulati sa 7800X3D, jedino, ako ti se ne žuri, pa hoćeš pričekati da sljedeći mjesec stignu recenzije za Zen 5 modele i onda kupiš 7800X3D.:)

EDIT:

Citiraj:

AMD’s next-gen X3D CPUs target September release:kafa:

Citiraj:

Our source on the Computex show floor tells us AMD plans to launch 9000X3D processors in September. This matches the staggered release of X870E motherboards that we anticipate will arrive the same month. There’s no hard indication of which CPUs will arrive first, but an educated guess from historical releases suggests it’ll likely start with Ryzen 9 9950X3D and possibly Ryzen 9 9900X3D. There was a level of confidence behind our source’s words, and they’re trustworthy enough to put stock into. That said, familiarity with how nebulous AMD’s launch schedules are urges taking this with a pinch of salt. Nothing’s confirmed until you have a sample in your hand as dates can easily change.

Izvor: Club386

Exy	11.06.2024. 18:07

Ma ne žuri mi se, ali mislim da će ipak biti 7800X3D. Sumnjam da zen4-zen5 može biti upgrade kakav je bio zen3-zen4. Za primjer, 7600X ima preko 1GHz viši boost takt od 5600x, teško je postići toliko ubrzanje samo preko IPC-a, pošto će taktovi biti manje više isti.

Disco

12.06.2024. 11:29

Ja čekam nešto na 7ghz. :P To će vj Intel prvi kada skine još malo instrukcija i pusti samo jednu P jezgru i jedno 20ak malih E jezgri.
Skinut će se uz najavljeni HT i dual channel. Sve za brzinu, brzinu za ništa. ;)

Exy	12.06.2024. 19:22

Po svemu sudeći je nekakva tvrda granica oko 6GHz, zen4 joj je dosta prišao, zen5 bude možda 100mhz više ali je to onda to.

Disco

21.06.2024. 08:28

Fino ih je Stevo popljuvao za ove nebuloze.
TLDR:Rade testove sa RX 6600 da ispadnu jednaki ili brži.

The Exiled

21.06.2024. 10:46

Jedino kaj fali u toj sramoti je da ubuduće angažiraju provjerene stručLJake za marketing i to je to - onda su kompletni.:):D

Momir

21.06.2024. 18:28

Ne znam tko na RX7900 XT koristi 1080p. Mogli su uzeti i 720p i RTX4090, da se vidi još veča razlika.
AMD se prosro, a ovi sa testom još više, bar u mojim očima je tako :D

Full Throttle

24.06.2024. 09:17

Tko koristi? Isti oni koji koriste najskuplje gaming procesore s RTX4090 na 720p :)

Ja bi čak rekao da je realnija situacija da netko igra 1080p s visokim refresh rateom nego da uzme jedan od najjačih procesora pa ganja 720p.

Disco

08.07.2024. 15:16

Nije baš za ovu temu, ali nisam znao gdje bi:

AMD is Becoming a Software Company. Here's the Plan

Despite having a CPU microarchitecture that at least matches Intel, the company barely commands a quarter of the market (both server and client processors combined); and despite its gaming GPUs being contemporary, it barely has a sixth of this market. This is not for a lack of performance—AMD makes some very powerful CPUs and GPUs, which are able to keep competitors on their toes. The number-one problem with AMD's technology has been relatively less engagement with the software vendor ecosystem—to make best use of the hardware's exclusive and unique capabilities through first-party software technologies—APIs, developer tools, resources, developer networking, and optimization.

Bubba

08.07.2024. 15:39

Citiraj:

Autor Disco (Post 3751170)

Nije baš za ovu temu, ali nisam znao gdje bi:

AMD is Becoming a Software Company. Here's the Plan

Hajde da im je sinulo nakon 50 godina...

The Exiled

12.07.2024. 20:15

:kafa:

Citiraj:

In his ongoing series of AMD Ryzen 9 9950X Blender performance tuning and testing, Anandtech forum member, Igor_kavinski has shown us how the 16-core flagship scales at lower TDPs within the Blender benchmark. So far, he has shown 60W,90W,120W, and 160W PPT results, and now, we have a new 230W PPT result that outperforms the Ryzen 9 7950X & Intel's top Core i9 chips. The chip being used by Igor's source is an engineering sample which should have slightly lower clocks than the retail chip. At 60W, the chip was able to come close to the Intel Core i9-14900K while boosting up to 4084 MHz, and at 90W, it was able to outperform the Ryzen 9 5950X while boosting up to 5053 MHz.

At 120W, the chip beats all of the top current-gen processors from Intel and AMD while boosting up to 5555 MHz and the same is the case with the 230W result which takes things up a notch with the frequency now hitting above 5.6 GHz. Do keep in mind that the other chips tested here are running at their peak power ratings. It's only the AMD Ryzen 9 9950X ES CPU that has been tuned. The maximum temperatures reached 62C and we can see that the chip didn't exceed the 230 Watts power consumption.

Citiraj:

The Exiled

13.07.2024. 13:10

Zen 5 ready AMD B650 buying guide, top 5 best boards

:chears::frend:

The Exiled

15.07.2024. 15:07

Citiraj:

AMD is planning to launch both the Ryzen 9000 desktop and Ryzen AI 300 notebook processors this Summer. Some of the first notebooks powered by the Ryzen AI 300 series should be announced by notebook OEMs as early as this week; while the Ryzen 9000 series desktop processors will be available to customers from July 31, 2024. The new Zen 5 microarchitecture builds on AMD's proven CPU core technology, and doesn't try anything fancy like its generational counterpart from Intel, the Lion Cove P-core used on Arrow Lake. Zen 5 still brings a double-digit percentage IPC gain over the previous generation, and introduces several efficiency improvements over Zen 4 thanks not just to its newer 4 nm process, but also a host of other innovations. AMD was able to increase clock speeds, and lower TDP across the desktop processor lineup, and still achieve good performance gains.

Citiraj:

AMD has also worked on the physical characteristics of the processor's dies' cooling performance, which see a 15% reduction in thermal resistance, which results in an impressive 7°C reduction in temperature at the same TDP. We asked them to clarify this, and they confirm that no changes have been made to the IHS or the TIM. The improvements are due to better management of the "hot spot", and a different placement of the thermal sensor. Granite Ridge is a chiplet based processor, just like Raphael. AMD has largely carried over the 6 nm client I/O die (cIOD) from the previous generation, although the substrate has many changes owing to the different dimensions of the 4 nm Zen 5 CCDs, compared to the 5 nm Zen 4 CCDs.

https://i.postimg.cc/9FRD3Fxv/comparison-small.jpg

Citiraj:

The Zen 5 and Zen 5c cores will be implemented across 4 nm and 3 nm foundry nodes. Both the Zen 5 CCDs on Granite Ridge, and the Strix Point monolithic processor are built on 4 nm, however AMD is working on high-density chipsets for 5th Gen EPYC that will see AMD implement 3 nm. Back when AMD Zen made landfall in 2017, nobody expected the company to remain competitive with Intel for more than a couple of generations, but the company has consistently proven everybody wrong. It has stuck to its roadmap, only promised what it could deliver, and delivered on those promises. We've been given consistent double-digit IPC gains for each new Zen generation, and every two generations, AMD has transitioned to a new class of process nodes. In a way, AMD and TSMC have been able to imitate Intel's tick-tock product development cycle far better than Intel itself.

markecSMB

15.07.2024. 16:28

Ciganska firma, koriste isti IO die ko prije, sam da uštede. To smeće samo troši skoro 30w, i to uvijek (dakle i u idle)! i to smeće je s VSOC glavni limit performansi.

The Exiled

15.07.2024. 17:10

:):DKomentirali smo to već u nebrojeno navrata i napomenul sam ti da komotno možeš isključiti sve kaj ne trebaš. I/O ne skalira ko CCD s manjim procesom, mogu oni I/O dio složiti na manjem proizvodnom procesu, ali opet ne bude imalo efekta. Intel također za Lunar Lake koristi 3nm TSMC chiplet/tile i 6nm za SoC dio. Arrow Lake i sve kaj slijedi nakon toga, a bazirano bude na chiplet dizajnu, koristi sličan princip.

Citiraj:

The entire compute tile, including the P and E-cores, is built on TSMC's N3B node, while the SoC tile is made using the TSMC N6 node.

I opet, neovisno o tome, koliko se može skužiti porast performansi za Zen 5 bude sasvim solidan uz manju potrošnju i zagrijavanje.

Citiraj:

Autor markecSMB (Post 3752268)

To smeće samo troši skoro 30w, i to uvijek (dakle i u idle)! i to smeće je s VSOC glavni limit performansi.

https://i.postimg.cc/gn8tfXjV/AMD-01.png https://i.postimg.cc/pmvcxW5g/AMD-02.png

:frend:

Exy	15.07.2024. 17:14

Kad budu prve recenzije?

The Exiled

15.07.2024. 17:17

Mogle bi biti već sljedeći tjedan, ali IMHO 29. - 30.07. najkasnije, kad novi modeli 31.07. idu u prodaju. Svi recenzenti već tjedan dana imaju cijelu Zen 5 ponudu.

Dućani diljem svijeta su dobili zalihe, aktualne AM5 ploče imaju BIOS-e, dok Zen 5 3D modeli stižu u rujnu skupa s "novim" 800 serija čipset pločama.:)

Disco

15.07.2024. 18:00

Jedino ful sumnjivo i čudno je da ne daju cijene....odluka u 5 do podne. Naravno 31.og.

The Exiled

15.07.2024. 18:11

Da, službeno nisu ništa rekli za cijene, ali od Computexa je već krenulo malo, po malo, pa su kojekakvi distributeri slagali cjenike. Cifre su bile slične Zen 4 ponudi u vrijeme kad je Ryzen 7000 serija izlazila. Ništ, budemo i to pričekali, makar kak god se okrene cijene ne bi trebale biti više od svojevremeno Zen 4 MSRP.

Ovo je kružilo Internetima.:)

Ryzen 9 9950X: $648
Ryzen 9 9900X: $597
Ryzen 7 9700X: $409
Ryzen 5 9600X: $315

Disco

15.07.2024. 18:14

A neće im to biti dobro, pogotovo ako jeftiniji 7800X3D i 9700X budu egal.
Tim misli da ne žele kanibalizirati zen4, misli da bi cijene možda mogle biti niže za zen5.
Ja se nadam da će biti tako, zen4 malo dole i zen5 na ove mrvu veće ili jednake od trenuntnih za zen4. No dobro, brzo će to.

Inače me najviše zanima kako će im funkcionirati ovo čudo sa auto podesivom memorijom.

The Exiled

15.07.2024. 18:15

Je, svi Zen 4 modeli su već fino otišli dolje cijenom, tak da budu nekaj morali iskombinirati za Zen 5.:)

markecSMB

16.07.2024. 11:22

Citiraj:

Autor The Exiled (Post 3752271)

https://i.postimg.cc/gn8tfXjV/AMD-01.png https://i.postimg.cc/pmvcxW5g/AMD-02.png

:frend:

Ti kužiš da nemaju svi memoriju iz praška ko ti?

Dakle ti imaš budget k plus memoriju (ne ulazim u tvoje potrebe i korištenje). Na 6000MT il više (što sam AMD navodi ko sweet point), to govno troši da bi radilo 30W, dakle samo IO dio, i to u idle.
Razlika tunirane memorije je ogromna za moje potrebe.

I intel je ciganska firma također, al za razliku od AMD s 6000MT+ memorijom intel ide u idle na ispod 10W, tvoj procesor je na tvom SCREENSHOTU min 36W.

The Exiled

16.07.2024. 12:28

markec prošli smo sve te rasprave već prije više od godinu i pol, meni ta I/O, SoC i CPU općenita potrošnja nije nikakav problem, a u tzv. idle stanju CPU u mojem slučaju vrti tri virtualne mašine u pozadini uz upaljen iGPU, a SoC, tj. I/O dio je u prosjeku na 15W, dok cijeli CPU paket troši tih 36W i mada imam mogućnosti u BIOS-u, realno nemam nikakve potrebe isključiti čuda tehnike da ušparam 10W ili 15W. Kaj se Intela tiče, sve je to lijepo i krasno sad kad su još na monolitnim izdanjima, ali Lunar i Arrow Lake uvode chiplet/tile i sve nakon njih ide tim istim "problematičnim" AMD putem kad i u Intel slučaju, TSMC ne može nešto previše napraviti po pitanju I/O skaliranja, zato je i kod njih išla slična kombinacija, gdje I/O ostaje na 6nm, dok jezgre idu na 3nm. Ništ, budemo lijepo pričekali jesen da vidimo kaj su pripremili.:)

Eladio

16.07.2024. 16:56

Mislim da cu pricekati 3d model , prije nego nesto kupim :o

The Exiled

16.07.2024. 22:12

Ja budem pričekal da se nakon Ryzen 9 9950X recenzija slegne prašina, tj. da kojima slučajem ne ispadne kak se čudo voli samozapaliti:):D i tome slična veselja. I kasnije onda ovisno o situaciji lako presložim (jedan) sadašnji backup komp (Ryzen 5 7600 + MSI B650 Tomahawk Wi-Fi + 128GB DDR5-5600 Faks Helizim Edition) na Zen 5, ako se pokaže da su performanse u skladu s ovim kaj kruži Internetima nakon svih tih službenih predstavljanja.

https://i.postimg.cc/xk12rjZR/AMD-Raphael.png

:chears::frend:

Citiraj:

AMD Granite Ridge and Strix Point Zen 5 die-sizes and transistor counts confirmed:kafa:

Citiraj:

To begin with, "Strix Point" is a monolithic silicon, which is confirmed to be built on the TSMC N4P foundry node (4 nm). This is a slight upgrade over the N4 node that the company built its previous generation "Phoenix" and "Hawk Point" processors on. The "Strix Point" silicon measures 232.5 mm˛ in area, which is significantly larger than the 178 mm˛ of "Hawk Point" and "Phoenix." The added die area comes from there being 12 CPU cores instead of 8, and 16 iGPU compute units instead of 12; and a larger NPU. There are many other factors, such as the larger 24 MB CPU L3 cache; and the sizes of the "Zen 5" and "Zen 5c" cores themselves.

The "Granite Ridge" desktop processor is a chiplet-based processor, much like the Ryzen 7000 "Raphael." AMD is confirmed to be reusing the 6 nm client I/O die (cIOD) from "Raphael." This chip measures 122 mm˛, and packs 3.4 billion transistors. For reference, the cIOD of Ryzen 5000 "Vermeer" and Ryzen 3000 "Matisse" is built on the Global Foundries 12 nm node, measures a similar 125 mm˛, but with a much lower transistor count of 2.09 billion. The key contributor to the transistor count increase is the tiny iGPU that the Socket AM5 cIOD comes with. It may have just 1 workgroup processor (2 CU), but comes with the same display engines and media engines as the iGPU on APUs.

https://i.postimg.cc/sQ0fHGD7/o44jm7k-B5-I63tw-CA.jpg https://i.postimg.cc/gLXzCcn5/ACq-Jwqeo-R83fwoc2.jpg

And now, onto the CPU complex dies (CCDs), the key area of silicon innovation for AMD desktop processors. The 8-core "Zen 5" CCD is codenamed "Eldora," and is built on the 4 nm foundry node. The HardwareLuxx.de report says that this the same N4P node as "Strix Point," but we've heard several other credible sources claiming that it is the more advanced N4X node, which favors high frequencies. The "Zen 5" CCD has a transistor count of 8.315 billion, which is a significant increase over the 6.5 billion of "Durango," the 8-core CCD based on "Zen 4," powering "Raphael."

What's most interesting is that this staggering 28% increase in transistor counts from the "Zen 4" Durango CCD and "Zen 5" Eldora CCD comes at a die-area decrease of 0.5%. That's right, the "Zen 5" CCD measures 70.6 mm˛, whereas the "Zen 4" CCD is 71 mm˛. The "Zen 4" CCD is built on TSMC N5 (5 nm), which goes to show the tremendous leap in transistor densities achieved from the switch to N4P (or N4X). A maxed out Ryzen 9 9950X processor hence has a total transistor count of 20.03 billion, while the single-CCD Ryzen 7 9700X has a transistor count of 11.715 billion. AMD Ryzen 9000 series goes on sale from July 31, 2024.

Izvor: TechPowerUp i HardwareLUXX

The Exiled

31.07.2024. 09:26

Citiraj:

Intel to cut 10,000 jobs across the globe, projected to save $10 Billion:kafa:

Citiraj:

The news comes amid heavy pressure on the semiconductor giant, which has been on a steady decline over the years, while other industry rivals like AMD and nVidia have been rising and taking market share in various areas from Intel. It is reported that Intel currently has 110,000 employees globally, and reducing the workforce by 10,000 would net Intel around 100,000 global employees left. These figures exclude employees from spun-out units like Altera FPGA company, which is under Intel's ownership. Intel's aim to reduce its workforce is expected to come with a significant cost benefit to the company, with projected savings of $10 billion by 2025.

Izvor: TechPowerUp

Disco

21.08.2024. 05:40

AMD Ryzen 5 5500X3D Spotted: Could Offer Affordable 3D V-Cache Gaming Performance

AMD Rumored to Also Launch Ryzen 5 7600X3D with 3D V-Cache in September 2024

3D keš na sve strane... :D

Gemmy

21.08.2024. 06:21

ovaj 7600x3d ce se dobro prodavat ako bude ok cijena i dostupnost

Mladenxy

21.08.2024. 10:34

Slično ko nvidija, ne kupovati novu seriju jer dolaze super modeli naknadno.
Naravno kome nije hića...i tko zna da će ga brži nasljednik kopkati :D

Disco

31.08.2024. 07:40

I evo opet ovih govnarija kao sa 5600x3D:

AMD Ryzen 5 7600X3D Processor - Exclusive to Microcenter Bundle (for now)

https://www.guru3d.com/data/publish/...17_guru3d.webp

I reklo bi se da je 300$ ili u EU ako bude vj kakvih 330€ ipak malo too much i onda opet 7800x3D ispada bolja kupnja.

Disco

03.09.2024. 15:28

Evo Fabio se potrudio i ubacio i zen3, a mogao je i W10, a i zen2:

Eladio

03.09.2024. 16:09

Citiraj:

Autor Disco (Post 3759688)

Ja sam vec prije govorio da ima smisla kupiti novo kad dodje kod nas... druga su vremena, inflacija itd

Evo gledam 7900x je ajmo reci isto danas kao onda kad sam ga sebi uzeo tek kad je izasao.. ako ne i.skupljii eek
Promjenio sam ga, uzeo 7600x , ista prica..

Gledam sada su dosli zen5 , a zen 4 nije nista posebno snizen..
A zen 5 s obzirom na performanse je bas ono skup s obzirom na ponudu..

Svejedno mozda i uzmem 9800x3d ako izadje i naleti neka akcija, ili jos bolje vrebam 7800x3d u nekoj ludoj rasprodaji, jer cijenu ce drzat opet sljedece 2 godine, s obzirom na nedostatak konkurencije..
Uzivas u novom bez bitnog rizika tj uz minimalne gubitke prilikom sljedece nadogradnje

Disco

11.09.2024. 15:02

AMD Opens New Engineering Design Center in Serbia

d0X	11.09.2024. 15:16

Edvensd Majkro Brevajses hehe

The Exiled

07.10.2024. 21:47

Citiraj:

AMD to reportedly become TSMC's next major customer in Arizona — HPC AI chips could start US production in 2025:kafa:

Citiraj:

AMD is set to produce high-performance chips at TSMC’s new Arizona fab, making it the second high-profile client for the fab after Apple. Independent journalist Tim Culpan reports that sources close to the matter confirmed the agreement today, though TSMC declined to comment. TSMC Fab 21, located near Phoenix, Arizona, has begun trial production on its 5nm node, a process node family that includes the N4/N4P/N4X and N5/N5P/N5X processes.

However, the chip(s) that AMD plans to produce at Fab 21 is currently unknown. According to sources, production is currently in planning, with tape-out and manufacturing of the chip both set to happen in Arizona starting next year. Fab 21's Phase 1 is limited to the N4 and N5 technologies, barring the possibility of any consumer chips newer than RDNA 3 and Zen 4. AMD's enterprise AI chips in the CDNA 3 family powering Instinct MI300-series accelerators are a likely suspect. The MI325X, due to release in Q4 2024, is on the N4 node, while the upcoming MI350 will be on TSMC's N3. Arizona could be the place where the MI325X is manufactured after its initial production waves. It must be said that this is a speculative take; AMD could decide to produce a yet-unannounced AI or mobile chip at Fab 21 instead.

AMD's HPC chips that are manufactured in Arizona must, at first, be shipped overseas for packaging. However, the recent agreement between Amkor and TSMC to team up for advanced packaging in Arizona will more firmly entrench an AI chip supply chain in the U.S. Amkor's $2 billion Arizona chip test and packaging facility, currently under construction and expected to begin production as soon as 2026, will be permitted to use TSMC's patented CoWoS and InFO packaging technologies, allowing AI and HPC chips to be packaged more completely in the U.S. GPUs specifically rely on CoWoS tech to connect with their high-bandwidth memory (HBM) chips. Amkor began construction on its Arizona fab counting on TSMC to become its major customer, but the agreement to work with the patented CoWoS technology is still a happy surprise for many.

The potential AMD/TSMC agreement is momentous for both U.S. interests and TSMC. TSMC's Arizona fab has made many headlines since 2023 over various troubles it has encountered during its construction, mostly surrounding labor disputes between American and Taiwanese workers and leadership. The recent Apple production yields and today's AMD news will do much to increase faith in Fab 21. And the United States' significant financial backing ($6.6 billion in grants and up to $5 billion in loans) behind Fab 21 now appears to have a solid return on investment incoming, as AMD and TSMC will become pioneers in establishing a solid AI/HPC chip production supply chain stateside.

Izvor: Tom's Hardware

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