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AMD’s Kaveri Coming In Q4
AMD really needs to make up its mind and figure out how it interprets its own roadmaps. A few weeks ago the company said desktop Kaveri parts should hit the channel in mid-February 2014. The original plan called for a launch in late 2013, but AMD insists the chip was not delayed.
Now though, it told Computerbase.de that the first desktop chips will indeed appear in late 2013 rather than 2014, while mobile chips will be showcased at CES 2014 and they will launch in late Q1 or early Q2 2014.
As we reported earlier, the first FM2+ boards are already showing up on the market, but at this point it’s hard to say when Kaveri desktop APUs will actually be available. The most logical explanation is that they will be announced sometime in Q4, with retail availability coming some two months later.
Kaveri is a much bigger deal than Richland, which was basically Trinity done right. Kaveri is based on new Steamroller cores, it packs GCN graphics and it’s a 28nm part. It is expected to deliver a significant IPC boost over Piledriver-based chips, but we don’t have any exact numbers to report.
Marvell Loses In Court
A federal judge denied Marvell’s request to declare a mistrial in a patent infringement case in which a jury awarded $1.17 billion in damages to Carnegie Mellon University.
Carnegie Mellon sued Marvell in March 2009 over patents issued in 2001 and 2002 related to how accurately hard disk-drive circuits read data from high-speed magnetic disks. The suit involved nine Marvell circuits which incorporated the patents, and that the infringement let the Bermuda outfit blog billions of chips with its tech on board.
The damages award in December 2012 was one of the largest by a US jury in a patent infringement case. Marvell asked the judge to declare a mistrial and it claimed that Carnegie Mellon’s lawyer made improper, misleading and prejudicial comments during closing arguments that “inflamed” the jury.
US District Judge Nora Barry Fischer in Pittsburgh federal court disagreed and said that Marvell was trying to do what it could not do at trial convince the court to throw out this case and have another crack at it. Marvel has said that it will appeal so this case will run and run.
ARM & Oracel Optimize Java
ARM’s upcoming ARMv8 architecture will form the basis for several processors that will end up in servers. Now the firm has announced that it will work with Oracle to optimise Java SE for the architecture to squeeze out as much performance as possible.
ARM’s chip licensees are looking to the 64-bit ARMv8 architecture to make a splash in the low-power server market and go up against Intel’s Atom processors. However unlike Intel that can make use of software already optimised for x86, ARM and its vendors need to work with software firms to ensure that the new architecture will be supported at launch.
Oracle’s Java is a vital piece of software that is used by enterprise firms to run back-end systems, so poor performance from the Java virtual machine could be a serious problem for ARM and its licensees. To prevent that, ARM said it will work with Oracle to improve performance, boot-up performance and power efficiency, and optimize libraries.
Henrik Stahl, VP of Java Product Management at Oracle said, “The long-standing relationship between ARM and Oracle has enabled our mutual technologies to be deployed across a broad spectrum of products and applications.
“By working closely with ARM to enhance the JVM, adding support for 64-bit ARM technology and optimizing other aspects of the Java SE product for the ARM architecture, enterprise and embedded customers can reap the benefits of high-performance, energy-efficient platforms based on ARM technology.”
A number of ARM vendors including x86 stalwart AMD are expected to bring out 64-bit ARMv8 processors in 2014, though it is thought that Applied Micro will be the first to market with an ARMv8 processor chip later this year.
Should Investors Dump AMD?
If you have any old AMD shares lying around you might like to sell them as fast as you can, according to the bean counters at Goldman Sachs.
Despite the fact that the company is doing rather well, and its share price is has gone up rapidly over recent months, Goldman Sach analysts claim that the writing is on the wall for AMD. It thinks that AMD shares will be worth just $2.50 soon. The stock’s 50-day moving average is currently $2.98.
The company said that while AMD could clean up in the gaming market even if you take those figures into account the stock is trading at 22 times its 2014 CY EPS estimate. In other words the company’s core PC business is still shagged and still will generate 45 per cent of the company’s 2013 revenue.
“We therefore believe this recent move in the stock is just the latest in a long history of unsustainable rallies, and we are downgrading the stock to Sell. We believe the current multiple is unjustified for any company with such significant exposure to the secularly declining PC market,” the firm’s analyst wrote.
Analysts at Sanford C. Bernstein think that the share price will settle on $2.00 and FBR Capital Markets thinks $3.00. In other words if you want to know what is really happening at AMD you might as well ask the cat, than any Wall Street expert.
AMC Goes To The Clouds
Applied Micro Circuits has released its cloud chip which takes networking and computing and crams it all onto one SoC.
The X-Gene server on a chip, is being billed as the first 64-bit-capable ARM-based server in existence. According to the company it is the first chip to contain a software-defined network (SDN) controller on the die that will offer network services such as load balancing and ensuring service-level agreements on the chip.
Paramesh Gopi, president and CEO of Applied Micro, said that these new chips have now made it past the prototype stage and are being used by Dell and Red Hat. Gopi expects physical servers containing the X-Gene to hit the market by the end of this year.
The chip is manufactured at 40 nanometers and has eight 2.4 GHz ARM cores, four smaller ARM Cortex A5 cores running the SDN controller software, four 10-gigabit ethernet ports, and various ports that can support more Ethernet, SSDs, accelerator cards such as those from Fusion-io or SATA drives.
The cost of ownership, which includes power requirements are about half of that of a comparable x86 product, but wouldn’t discuss actual power consumption, the company claims.
AMD’s Richland Coming In June
Richland is set to replace AMD’s Virgo platform, powered by Trinity processors, and this change will happen in June 2013, most likely coinciding with Computex 2013.
AMD has just launched the first batch of Richland mobile APUs and we still have to see some notebook designs hitting the market. We wrote about mobile Richland APUs.
As of late last year Desktop Richland was always set to launch in June 2013 and the fastest of them is the A10 6800K, clocked at 4.1GHz and 4.4 with Turbo. It also features Radeon HD 8670D graphics that run at 844 MHz. This is the fastest Richland part and it comes unlocked, ready to replace the current AMD A10 5800K. In Europe, the A10 5800K currently sells for 112, while in US the same CPU sells for $129.00 (boxed).
The alpha dog A10 6800K is followed by A10 6700, A8 6600K (Unlocked) and A8 6500. AMD has a mix of 100W and 65W quad-core Richland desktop SKUs. There will be a single A6 6400K (Unlocked) SKU and the A4 6300, both dual-cores with 65W TDP.
Production ready samples were churned out in late January, while volume production is scheduled for late March 2013. The announcement was always scheduled for June 2013 and Richland last through most of 2013, until Kaveri with 28nm Steamroller comes on line.
AMD Goes Richland
There have been more than enough leaks dealing with Richland, AMD’s successor to the Trinity powered Virgo platform, and we even had a chance to see some leaks regarding its successor, codenamed Kaveri. As you may already know, Richland is planned to last through 2013 and it is clear that this is very important chip for AMD.
Based on the Piledriver architecture and built using 32nm technology, Richland will feature an integrated GPU that will be upgraded to Radeon HD 8000 series, a generation ahead of Trinity. As you know, there has been a lot of leaks regarding the Richland parts and the quad-core A10-6800K with Radeon HD 8670D graphics is expected to pack quite a punch. Best of all, Richland will still use the same FM2 socket.
According to our sources, the NDA will be lifted on 12th of March, 8am EST, and we are sure that we will see at least a couple of reviews as well as some additional info regarding the price and the availability date.
AMD Releases Vishera
Although it was detailed back in August last year, AMD has just now officially released its new “affordable” Vishera based FX-4130 quad-core socket AM3+ CPU.
The new CPU is part of AMD’s 4100-series and is based on Vishera core design with four Piledriver cores. It works at 3.8GHz base clock and can “turbo” up to 3.9GHz. It packs 4MB of L2 and 4MB of L3 cache and has a 125W TDP.
According to the slide over at Xbitlabs.com, the FX-4130 replaces the FX-4100 with the same US $101 price but should provide between 3 and 9 percent more performance.
As things get better with Globalfoundries and their 32nm process technology, AMD is expected to introduce new models based on cut-down versions of Vishera, according to the report.
AMD’s Roadmap Leaked
According to the latest AMD desktop roadmap, published by DonanimHaber, the Steamroller architecture could be delayed, which means Piledriver cores will power AMD’s third-generation APUs.
So what does this mean for consumers? Well, Richland APUs might not be quite as good as expected. AMD could optimize the x86 cores and go for more powerful graphics, but it’s hard to get excited about the next generation.
Vishera parts will also stick to Piledriver cores, backed by discreet Radeon 7xxx and 8xxx series graphics. However, we will see a new architecture in the low end. Kabini is apparently on track to launch next year, with Jaguar cores, refreshed graphics and an all new system-on-chip version, with an integrated on-chip Fusion controller hub (FCH).
What’s more, AMD will also offer quad-core Kabini parts, and who could say no to a dirt cheap E-series APU with four cores, good graphics and a ridiculous TDP?
AMD Makes More Cuts
There have been some rumors that AMD plans to drop prices on its older generation APUs as well as some AM3 Athlon II CPUs and as of yesterday, the new price list confirmed those cuts. Unfortunately the price cuts are not that impressive on the FM1 side but some AM3 Athlon II CPUs have seen a price reduction of over 30 percent.
The full list includes a total of six A-Series APUs and twelve AM3 Athlon II CPUs. The most impressive price cut in the A-Series was on the A4-3300 APU for 21.7 percent, or from US $46 down to US $36. The flagship A8-3870K got cut down by 9.9 percent while A6-3670K was cut down by far less impressive 3.7 percent.
The most impressive price cuts on the AM3 Athlon II side is on the Athlon II X4 640 and the Athlon II X2 265. The Athlon II X4 640 got cut down from US $98 to US $67, or 31.6 percent, while Athlon II X2 265 got cut down from US $69 to US $48, or 30.4 percent.
Two Athlon II CPUs, the X3 445 and the X4 638, were removed from the price list as they were most likely discontinued.
You can check out the full list and price cuts over at CPU-World.com.