AMD Announces Ryzen "Zen 3" and Radeon "RDNA2" Presentations for October: A New Journey Begins
by Ryan Smith on September 9, 2020 5:30 PM EST
AMD today has announced that they will be making a pair of consumer product presentations in October. The chipmaker, who has been fairly quiet since the spring, will be holding events for both their consumer Ryzen CPU and Radeon GPU product segments. Dubbing the events “A New Journey Begins”, the company will be announcing the first products based on their eagerly anticipated Zen 3 CPU architecture and RDNA 2 GPU architecture.
Leading the charge will be AMD’s CPU division. On October 8th at noon Eastern, the company will be presenting their Zen 3-based Ryzen desktop processors. AMD’s CEO, Dr. Lisa Su, will be among the presenters.
Following that up just under 3 weeks later will be AMD’s Radeon presentation, which again is at noon Eastern. There the company will be showing off its first products based on the company’s forthcoming RDNA 2 GPU architecture. Meanwhile, tipping their hand a bit early on naming, AMD has confirmed that this will be called the Radeon RX 6000 series.
Next Generation Ryzen Desktop Processors – 10/8, 12 p.m. ET
We are incredibly excited to invite you to learn more about the next wave of Ryzen desktop processors with “Zen 3” architecture, taking our PC gaming and content creation leadership to new heights. Dr. Lisa Su and other AMD senior executives will kick-off this new journey for “Zen 3” and AMD Ryzen at 12 p.m. ET, October 8th.
Next Generation Radeon Graphics – 10/28, 12 p.m. ET
Preparing to delight gamers globally with the next horizon of Radeon Graphics, we invite you to learn more about our RDNA 2 architecture, Radeon RX 6000 series graphics cards, and our deep collaboration with game developers and ecosystem partners who will help us bring the best of Radeon to gamers. Tune in for the reveal of the future of Radeon PC gaming at 12 p.m. ET, October 28th.
AMD hasn’t disclosed any other details about these events at this time, but over the last several months the manufacturer has shared bits and pieces of information relating to its upcoming chip architectures. Based on AMD’s roadmaps, Ryzen Zen 3 processors will be built on an improved version of TSMC’s 7nm process, most likely TSMC’s N7P process given AMD’s comments clarifying that they aren’t committing to EUV for 7nm. Otherwise, for the moment AMD is remaining tight-lipped on the Zen 3 architecture itself, though given that AMD isn’t going to get the benefits of a full node shrink, we’re expecting Zen 3 to deliver some interesting and meaningful architectural improvements over Zen 2.
Meanwhile on the graphics front, AMD and partners have previously confirmed that RDNA 2 will be a DirectX 12 Ultimate (feature level 12_2) compliant GPU architecture, meaning that AMD will be making significant changes to the graphics side of their GPU designs. The Navi 2x family of GPUs will gain support for ray tracing, variable rate shading, and other features that will put AMD’s new GPUs at parity with the competition, both for consoles and PCs. Meanwhile from a performance standpoint, AMD is aiming for a hefty 50% jump in performance-per-watt, which could potentially eliminate the efficiency gap with NVIDIA. As well, the company has previously promised a high-end "top-of-stack" GPU for 4K gaming, so we're expecting some ambitious performance goals from AMD.
Be sure to check in on October 8th and October 28th for more details on AMD’s next generation of consumer parts!
It’s going to be an exciting fall for gamers... time to start a new journey with @AMDRyzen Zen3 and @Radeon RDNA2 pic.twitter.com/O9SXvLo4y0
— Lisa Su (@LisaSu) September 9, 2020
Source: AMD
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Spunjji - Friday, September 11, 2020 - link
"Nvidia had to go first or risk obscurity with both Zen and RDNA 2.0 announced a few weeks apart from each other. Intel had to go before them all because they have the least to show and the need for mind share, however short lived, was to stem the bleeding."Really not sure that's true... not even close. In terms of mind-share outside of enthusiasts, AMD doesn't come close to either of its competitors. Intel are indeed flailing for press amongst enthusiasts, but Nvidia quite clearly play to their own schedule at this point.
TheinsanegamerN - Friday, September 11, 2020 - link
Nvidia? Risk obscurity?Just checking, isnt this the same nvidia that hit 80% marketshare despite their competitor owning both consoles and having a "huge advantage" in porting?
TheJian - Sunday, September 13, 2020 - link
Hey, stop that fact crap. No need to make real points here...Those are shunned. 80%? Shouting facts, you freaking racist, etc etc . :) Nvidia sucks... /sSpunjji - Tuesday, September 15, 2020 - link
What do facts have to do with racism?janolsen - Thursday, September 10, 2020 - link
Does this entail that current Ryzen 4000 series APU will remain only as OEM, as they now talk about Ryzen 3 ?Spunjji - Friday, September 11, 2020 - link
🤷♂️ Not sure we can infer anything about that from this.TheJian - Sunday, September 13, 2020 - link
We can infer nothing because that is exactly what they said. NOTHING. Wait, wake up on...Whatever. NOTHING.xba - Friday, September 11, 2020 - link
AMD is executing like a dream finally come true.Zen 2 stole ever bit of Intel's (INTeL?) thunder. Zen 3 at even 10% to 20% better is going to eat so much market share that they can afford keep the innovation train rolling.
RDNA2 is already proven as a design. XboxX/PS5/Unreal5 show that it's got chops. Performance per watt and per dollar will beat Ampere BUT Nvidia's dies are so big that I am convinced big navi ain't big enough to beat 3080. Nvidia priced 3080 at a premium for that size and will do so again with a 16 or 20GB Super version to compete with Navi 16GB. I'd buy a 3080 fearlessly. But if I was waiting for 3070, I'd wait until AMD opens the kimono.
TheJian - Sunday, September 13, 2020 - link
The only thing that keeps the innovation train rolling is R&D. That requires CASH, or if you prefer, NET INCOME in AMD's case, which they keep forgetting to make. Screw share, I'd rather be apple with higher margins. IF you make nothing on share, share is pointless as the poor man. As the rich man, share blocks the other guy from income you don't need (now), until you are better/stronger/faster whatever, than their parts and can charge a mint again. Again, this doesn't work from the poor side without a huge cash pile for R&D. AMD has no cash pile like apple etc.They need to start charging appropriately before Intel is selling TSMC chips that are on the same process (or better, Intel can pay to leap ahead if a contract doesn't stop them), and with better designs. If intel had 7nm out now, we wouldn't be having SHARE conversations. That said, Intel will have 7nm (or better) shortly from TSMC...Then it will be Intel vs. AMD on the same fab. That won't work out well for AMD with no money to out R&D Intel. If it's my IP vs. your IP and I'm making 23B vs. your ~600mil, you're DEAD on the same process. If not at round 1, then certainly at some point, or worse when I get back in to my fabs with cheaper costs again to bludgeon you with forever. I mean surely Intel won't make the same 20B mobile pissed away mistake again right? It will go to fabs this time over 4-5yrs instead of pissing 4.1B+ a year away on mobile share buying. Do you people see how it fails? Share means nothing if you costs you to get it as the poor man (heck even as Intel - 20B a 5yrs to figure out you have to EARN it, not BUY it by giving away chips).
FYI macrotrends.net 2006-2020 data for any stock. AMD had a 1B+ NET INCOME Q in Q4 2009 IIRC. They had ASSETS then too (you know, fabs, land, leasing property etc). You can see 1/2 their assets lost in last 15yrs. The dream would be 20% share=20% of NET INCOME from x86 cpus. But for AMD 20% x86 share (Intel makes 23.6B NET INCOME on the other 80% share), merely means barely breaking even at ~600mil or less last decade (mostly losses BTW). IF it was "excuting like a dream finally come true", margins would be 62-64%, and NET INCOME ~6B TTM. Meaning exactly what 20% should equal based on INTEL NET INCOME of the other 80% share of the same crap. If you can't crack 1B a quarter, you're failing IMHO on all fronts but perf. Great chips, but what good are they if you fail to make NET INCOME? How many years before they make 6B/yr on that 20%, so the stock IS worth $80-90? It's worth $4 at 600mil. See value when they had MUCH MORE assets, and higher income 2009. Pick a number, it is surely not 80+...LOL.
If they'd just raise prices or at least launch ABOVE last gen or something, they'd make some cash. They refuse to earn, and at this point it is almost as if on purpose. I mean WTF? Charge more money. Don't get me wrong, I love a cheap price, but I make money on stocks, so chips are free (why are you not doing this?). You are already reading about what you should be buying. I basically only buy tech now, and it isn't hard to see who's way oversold or overbought with a few basic checks ruling out most work. 3 seconds on AMD and I know I'd RUN. Net income is nowhere near what the stock says (not even in the galaxy) it should be. DONE. You need a 1B+ Net income Q or I ask why are you worth more than 2009 with 1B+ Q and ASSETS.
Oh yeah, and your shares outstanding has doubled since 2009 too (check NV/Intel, not so). So anyone with shares from 2009 are worth half now from dilution right? Again, seems like simple checks show a stock price below 2009 Q4. IE, Intel shares 2009 5645 (millions) vs. 2020 4284. Meaning less shares than 2009 for Intel now by quite a lot. AMD is 100% the wrong way from 2009. BTW I'm using 2009 due to that 1B+ NET INCOME Q amd had. It was their best Q in time from what I can tell, so we compare against that and all that years data as a point of ref. Check all the stats back then vs. today and again, please explain 100B mktcap and $80-94 share price. Holy cow man who is backing this sh!te math? Forget balls of steel, if you own this stock now, you have balls made of stuff we haven't identified yet ;) I could keep going and destroy AMD here with data, but do your own homework. 16yrs of data goes a long way to proving what the future should look like for company X. A few checks elsewhere to verify data (your stock site for example), and you're likely almost done. You only need to research a few a night to have enough to make some good choices all year. The process isn't rocket science, just time. I'm excited about AMD products, just wish they'd make money on them instead of buying share on shareholders (doubled outstanding shares) dimes. Intel shares have dropped every year since 2010 (outstanding shares that is, they buy back making mine worth more!). Yes, I own Intel (for now). Until they make ~15B NET (not 23B), the stock is worth far more and setting Q records while taking a $27 hit. Intel took a hit like they just lost 1/3 of their NET INCOME. But they didn't have a 1/3 net income hit, they hit a record Q2. So if you thought it was worth $70 a month ago...I say Intel Q1 $70 again as people realize Net income isn't dropping 35%, actually going up by then probably (think this Q is a wash or slight drop until TSMC crap kicks in probably next Q). I'll also say $100 by Q1 2022 and probably $26-27B NET INCOME then (above 23.6B now). Again, EARNING that stock price as they grow INCOME, assets, etc. Revenue isn't earnings just ask tesla. 27B revenue, can't hit 500mil NET INCOME and a 350B Mktcap vs. Intel 200B and making 23.6B NET yearly...ROFLMAO. Do the math people. Look at their stats vs. all other car companies...LOL. Ridiculous. Their price is almost as if all other car companies just quit and don't exist now AND it's illegal to buy any car but Tesla. It is amazing shorts keep losing that war (I see them scratching their heads...ROFL). Of course talking semis, you should be hitting 58%+ margins or good luck making big bank (Intel NV both above 60), not the same with cars (just saying TSLA is crazy too). Tesla wouldn't be worth this much if we had an Obama type president handing out free money to batteries. You are worth more than Intel by a LOT and haven't made a single billion yet. This may be the first positive year in fact (none from 2008-2019 800mil lost 2019). AMAZING. Wait....Stupid.
TheJian - Sunday, September 13, 2020 - link
OH, PE ratio of 958 for TSLA...Just saying. Someone once said don't buy a PE over 20 (maybe it's written somewhere in a basics of investing book or something). There are a lot of variables to consider, but I'd say that person is pretty correct still today for most stuff (again, do your homework!). S&P 500 PE is about 21 today. Do you get it? Math hasn't changed, people just got dumb or lazy so we get PE's of 950's and mkaps of 350B on no net income. Can't blame Elon for taking advantage of millions of fools.