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Questions and Answers with the Executive Director of AMD Dr. Lisa Su



The biggest news from the annual Computex show came from AMD: the company is ready to release the next-generation Zen 2 microarchitecture, along with updates to the Ryzen and EPYC product lines. AMD all-in with the chipset processor architecture, as well as its new RDNA graphics architecture for the upcoming Navi graphics family. Following AMD's main announcement, we joined a small round table of journalists who asked questions from AMD Chief Executive Dr. Liza Su. and up to twelve cores for less than half of the price of Intel's twelve core processors. AMD presented benchmarks that showed uneven low-bandwidth results and the company encourages its processors to compare with Intel's performance at lower power due to process technology and chip characteristics. These processors will be released on 7/7 and will also be the first consumer processors to offer PCIe 4.0 connectivity. Together with the processor, AMD also raised the angle to the upcoming Navi graphics processor, claiming that the original products will be targeted at delivering the RTX 2070 to the new RDNA architecture, with the RX 5700 coming in July.

Questions about Dr. Su have encountered a number of topics: AMD roadmaps, technological process discussions, AMD's market share, as well as dealing with traditional operators, and even some discussions about where AMD is headed in the future.

Six members of the press, Chief Executive Officer Dr. Lisa Su, Head of RTG David Wang and other AMD leaders who answer questions directly. As with other transcripts of round tables, the text can be edited to make it more readable, and to group the questions together based on the topic.

This round table took place before E3's announcements, so some issues were removed as they were answered during the AMD event there.

All Ryzen, All CPUs [19659007] Gordon Ung, PC World: Speaking of the 16-core, there is so much passion in the PC community and in the forums. Are rumors about AMD products sometimes out of control? Lissa Su: Of course, what I would like to say is that I read more than all these guys think. We are very pleased with the fact that there are so many people wondering what we do, whether Ryzen or Navi, how we do in IPC, the basic number, the frequency, the price. We have so many tips that people give us. I can only say that the community is very important to us, to each of us. We believe that we are giving the community an exclusive set of products and so we feel about it.

Mark Hachman, PC World: There was no mention of Threadripper? Lisa Su: You know what's interesting – some of these things that are spreading on the internet. I do not think we've ever said that Threadripper will not go on. Sometimes she had her own life on the Internet. You'll see more Threadrippers from us. You will definitely see more Threadrippers than us. Look, we love the market of high-end desktop computers. We see both the content creators and the workstation's needs, and Threadripper did well. You'll see more of us with Threadripper.

Tarinder Sandhu, Hexus: Given that you already have 24+ threads in the main Ryzen (12-core), can you argue that this is something like

Liza Su: The ruler is still an important step forward. You will see from us the future generations of the Master. PCWorld: Last night Intel made a big step toward us that we use artificial benchmarks, benchmarks that are not used by the real world, and they are trying to influence the community to get away from this model.

Lisa Su: We also believe that apps from the real world are important, no doubt about it. But at some point you have to compare X with Y and so we will use benchmarks. You may have noticed that we have switched from Cinebench R15 to R20. We did it on purpose, it's a heavier test than the R15. When we look at the performance of the games, we do our best to make a comparative analysis clear, and all of our stuff is apple apples. Criteria for evaluation are important – they give you an idea of ​​competitiveness. But in the end it's for the home user, and what we believe is that we give the user a lot of choices depending on your price, what your performance requirements are, whether you want to use a water cooler or an air cooler, I think that we give you a lot of choice in the processor market. David McAfee, AMD: I'll add a little to that. On what you saw today with Gen Ryzen, you know that the Cinebench R20 is based on the same engine that is used in Maxon Cinema 4D, a real-world application and a measure of CPU performance . Our second demonstration was built around Blender, an application that people use every day. We have tried very hard to make sure that while talking about the performance of a piece, it is based on real experiences that people will get, not synthetic loads. Robert Hallock, AMD: This topic is close and dear to my heart. My daily job is to choose the metrics we use, and the last thing I want to do as AMD is to set a set of criteria that mislead the public in any way. This will make me feel like we do not agree with what they want, and so we continually look at the set of indicators you use in the community as a reviewer and that users use software that companies use and we try to find the right balance , so we are authentic and honest with what the product is. Doing something else is simply an injustice for both society and the public.

Ray Tracing and GPU

Devinder Sharma, Engadget: I have the feeling that someone should ask for the graphic details. I'm interested in what you're doing with beam tracking – this is the next big thing for next-generation consoles. I know we've heard about it before, can you confirm with RDNA? Lisa Su: We have much more RDNA content than both David (Wang) and Scott (Wasson) will present – some of you may come to our Tech Day after a few weeks in E3 and we'll talk about it all. Today we only had an hour! I will not say more, but we will give you more information on our E3 roadmap.

Ian Cutress, AnandTech: Given that Ray Tracing has been announced in the PS5 specifications, can you say that this is

Lisa Su: Of course we have made very specific optimizations for Sony. They are a very deep partner with us in semi-custom and there are optimizations. However, we view beam tracking as a very important element in the portfolio. We will have rays in a number of places. Would you look at this, you made me say more about tracking the rays! David Wang, AMD: We started RDNA before Sony's commitment. I think RDNA is revolutionary and is very flexible in terms of the ability to be customized for different types of workloads.

Hexus: Maybe you answered this question, but what are your thoughts on X-ray tracking charts? (David)

David Wang: We'll talk more about tracking the rays on our technical day. What is your opinion, what is your opinion on the importance of consumer gaming tracking? What are the success factors?

Hexus: I think it's shown a bit too early, and NVIDIA has a fairly decent market share, but they only have a few Triple A titles where appropriate. So I think we have to wait at least a year. It's good that there are hardware words, but from the point of view of usable graphics and especially on mainstream, I think we are far away. Lisa Su: Ray Tracking is an important technology and you will see it in our portfolio.

David Wang: Support for ecosystems is very important!

Ian Cutress: How important is the halo point in the GPU market for AMD?

David Wang: Very important. I like to be able to compete very well with NVIDIA.

7nm

Nikkei: Because here you are very allied with TSMC, and TSMC is your very important partner on the ecosystem.

Lisa Su: We have made many, many 7nm products. I do not think we said exactly how much. Think about this as: server, computer, graphics, and our customized products while developing our product portfolio. We will be aggressive with leading technologies. I do not say which 5nm and when, but you will see that we are aggressive with the leading edge. Paul Alkorn, Tom Hardware: Given the fact that you are now supplying 7nm strictly with TSMC, instead of having some sort of cuts, and then Ryzen's growing popularity, you are concerned about the supplies from TSMC at all? Lisa Su: We have a great relationship with TSMC, and I would say our 7nm ramp is one of the smoothest ramps we have over a number of different products. We have big capacity

Market share and market voltages

Nikkei: I have a question about AMD's market share in computers and GPUs, and your role in data centers. Do you mean the goal by mentioning a two-digit share per share over the next six quarters for your server – can you develop a bit for these segments?

Lisa Su: We are always looking to increase our market share. That's why we're exporting great products. As far as the goals of our market share are concerned, we have said for the server that we can achieve a two-digit market share of 4-6 quarters by the end of 2018. So that was the point. If we talk about graphics, the truth is that AMD's chart is very strong in the past and is very strong today. With RDNA's architecture, we think it will be even stronger ahead, so we are very excited about the opportunity to win a share in the graphics. In the PC market, when you look at AMD's history in the computer market, we have been for high teens, a low two-digit market share depending on the time you are looking for. We have gained market share over the last six quarters of Ryzen's power. We think that Gen Ryzen will be very useful to continue this.

Nikkei: I think this time Computex is really a show on AMD. But even with the overall outlook of the industry, do you worry? But it is still a very exciting time, a dynamic time. How do you think this market will affect the positive outlook and whether the tension between the US and China will affect any of your customers?

Lisa Su: Of course, from the point of view of the product, it does not change. From a product perspective, our roadmaps are out for the next three to five years. We continue to be very blessed from the point of view of business and, of course, we pay attention to some of the global problems. You know, all business leaders would like this to be decided as soon as possible. But from the point of view of the product roadmap, it has no effect.

Nikkei: Can you comment on the Huawei situation? Lisa Su: Huawei is a customer of ours, and they have made some very nice computers with our first generation Ryzen, and our second generation Ryzen. Obviously, we are a US company, so we comply with current US regulations. As I said, we believe that some things must be resolved as soon as possible, so now I say that we are complying with US regulations.

Ian Kurtus: Speaking of US regulations, how does a joint venture with THATIC play in this? (This question was asked before the update of the regulation 6/21)

Lisa Su: TACTICAL was created a few years ago and we made the original transfer of technology at this time. Paul Alcorn: Will you continue ahead with future generations like Zen 2 and Zen 3? Lisa Su: We do not discuss any extra technology transfers. Paul Alcorn: Do not you talk to them or do not discuss with us? Lisa Su: To be clear, the THATIC Joint Undertaking is a one generation technology license and no additional technology licenses.

Ian Cutress: Core License, or

Lisa Su: One Conversion.

Ian Kurtus: So RTL of SoC? Lisa Su: I do not think we ever said what they were licensing. We said they licensed the x86 CPU implementation.

In: Sony, Microsoft and Google talk about cloud games while AMD is so prevalent in consoles.

Consoles and cloud

We believe that games will be in all form factors, whether they are computers, consoles or cloud.

Lysa Su: All this will require great graphics capabilities, as well as a number of other things. We are very proud to partner with Google on their Stadia streaming platform. There are a number of other efforts in the cloud, where AMD is very committed. From my point of view, I think they all will co-exist, so it's not the way people will take. There are business models that depend on where you live, all these things. I think cloud games will be important and we will continue to invest in this technology. This is a strategy that includes both EPYC and Radeon.

Engadget: Do you feel that many of the Playstation 5 previews give a lot of hints about what you're working on? Big thing about them is the lack of loading levels. Is there anything special that you, guys, are saying that comes with PC games like PCIe 4.0? Lisa Su: PCIe 4.0 definitely helps. As it is about things, they are very specific to their own technologies.

Ian Cutress: We have seen many other companies in the industry that one of the most complex words in the next few years is the Artificial Intelligence (ML) (ML) Machine Training ), and when it comes to custom calculations and enabling demo patterns. We have computer companies that have the option of plug-ins models in their software to speed up creators, but AMD is not talking about any special silicon for AIs or consumer market options around it. Lisa Su: So we really believe in a heterogeneous architecture. So, if you look at our user CPUs, or how to think about the system environment, the world of processors plus GPUs plus accelerators, all this is important. We are actively working for machine learning accelerators integrated into our silicon and we will talk more about it when we get closer to the launch. Ian Cutress: When I talked to Mark Papermaster at CES, he explained to AMD there is a CPU architectural group and two executive groups. Given recent success with AMD's product portfolio, do you expect this to change? Lisa Su: The processor group definitely gets bigger if it is so! But so is the graphic group – David (Wang) also has a very large band. But we are on a very clear road map – Zen 2 is what we are talking about today, Zen 3 is deep in development and Zen 4 is also evolving. Similarly, with the GPU, we are talking about the first generation RDNA today and we have several generations in parallel. So I think the only thing I would like to say is that our road map has not changed. Our roadmap, when Mark and myself and the rest of the team started the roadmap, was the idea that we needed many generations of continuous improvement. So with Zen, Zen +, Zen 2, Zen 3, that was part of the plan. As we move forward, we will continue to be very aggressive about the processor. Ian Cutress: Does AMD have the ability (or desire) to develop two different microarchitectures for different corners of the market Lisa Su: Do you know it is not clear that we would like to do that. We learned by focusing our resources on Zen. Now, of course, the Zen on the server is a bit different than the PC – certainly the frequencies, the power and all these things are different. But we get incredible training by using the same technology in multiple markets, and I do not think we are likely to change this in the near future. Ian Cutress: Considering that AMD's semi-consumer business with consoles

Lisa Su: [to self] Can I say something about Renoir? [to others] Ian Kurtus: There have been some unverified reports that the project is dead.

Lisa Su: This is not true. Goes well. By the way, did we say anything about Renuar? John Taylor, AMD: I do not think we said anything about Renoir. I think Ian goes to uncharted territory here. What is Renoir? [laughs] Future Ryzen Mobile.

PCWorld: Така че Intel в повечето случаи е стигнал до стената на мястото на клиентите на настолните компютри, и се чувства като това, което прибягват до други неща като Optane или Thunderbolt 3 и използвайки всички тези неща в CPU, с изключение на изчислителната мощност. Това ще бъде ли проблем за AMD, който трябва да се изправи, защото ще трябва да се борим с Optane и TB3 и какво ще пуснат на работния плот?

Lisa Su: , имаме дълги десктоп архитектури. Наистина сме се фокусирали върху постигането на повече изчислителна производителност във всички системи, на работния плот, на сървъра, на лаптопа. Мисля, че отворените стандарти са наистина важни и вие знаете, че работим пресичане на улицата с продавачите на памет и всички останали момчета и ще продължим да го правим. Така че не го виждам като съществен недостатък, виждам го като възможност. Ето защо ние винаги събираме екосистемата заедно и ако погледнете броя на хората, които подкрепят PCIe Gen 4 – очаквахме да сме първи, а фактът, че сме първи и всички тези партньори на екосистемата, са изключително агресивни. в тяхната технология, за да бъдат квалифицирани и достъпни с нашата екосистема, мисля, че ви дава малко поглед върху амбицията на екосистемата.

PCIe Gen 4.0 и дънни платки

Пол Алкорн: С PCIe 4.0 имаше доста голямо закъснение, преди да бъде въведено, и PCIe 5.0 е точно зад ъгъла. Момчета ли предвиждате по-бързо усвояване на PCIe 5.0, така че PCIe 4.0 ще бъде съкратено?

Lisa Su: Ами аз мисля, че остава да се види. Нещата винаги изглеждат по-бързи и нещата винаги отнемат малко повече време от очакваното.

Пол Алкорн: Имаше съобщения, че някои дънни платки, особено тези от по-нисък клас, няма да подкрепят нови Ryzen, 3 rd Gen процесори. Точна ли е? По-специално, платките от серията A

David McAfee: Така че мисля, че докато разглеждаме екосистемата на дънните платки, която съществува днес, ние със сигурност ще предоставим актуализации на BIOS за нашите партньори в екосистемата. да включи това на различните нива в техния портфейл. Но аз не очаквам, че всяка дънна платка ще бъде актуализирана за Ryzen 3000 процесори от партньори. Това наистина ще бъде нещо като портфолио решение от тяхна гледна точка, както и къде те прилагат тези актуализации и когато решат да не прилагат тези актуализации.

Робърт Халлок: Не мислите ли, че Това е по-голяма история тук с AM4, тъй като никой в ​​историята на x86 не е създал гнездо за подобрение, подобно на AM4, във време, когато нашите конкуренти прекъсват съвместимостта на сокетите годишно. По принцип имате три поредни поколения, които всички попадат в един и същи сокет, и че гнездото е започнало в четири ядра преди години, и сега е 12+ ядра, има PCIe Gen 4, е нараснал масово. Това за мен е по-голямата история от дънната платка тук и там, която не я получава.

Пол Алкорн: С PCIe 4.0 обратната съвместимост, кой проверява? Дали партньорите на дънната платка отиват в PCI-SIG, или чрез AMD, за да потвърдят тези тарифи за трансфер?

Дейвид McAfee: Така че със сигурност, ако те ще искат техните дънни платки са PCIe Gen 4 готов, това е сертификат, който минава през PCI-SIG, а не чрез AMD. Мисля, че това, което виждаме като стартираме нашия нов продукт, платформата X570, е платформата, която ще изпълни сертификацията за готовността на PCIe Gen 4, която върви заедно с нея. Освен това, други дънни платки могат да бъдат или да не са съвместими, така че наистина зависи от това как са проектирани тези стари дънни платки и какви са техните възможности на ниво платформа, и като излизаме от портата, не очакваме по-старите дънни платки. за съвместимост с Gen 4. [AMD has since confirmed that only X570 at this time will have PCIe 4.0.]

Фактори за мобилни и мобилни форми

Engadget: На по-широко ниво се чудя как AMD разглежда променящите се форм-фактори на персоналните компютри? Това беше голяма тенденция миналата година в Computex и все още го виждаме, виждаме различни видове вертикали и не винаги виждаме AMD да захранва тези системи. Това ли е нещо, за което мислите?

Лиса Су: Знаете, че правим много неща с OEM, мисля, че ще виждате все повече и повече форм фактори направено с второто поколение Ryzen Mobile. Мисля, че ще видим повече, докато вървим напред. Така че вижте, мисля, че компютърът и форм-фактор означава, че иновациите са много важни. Ние много се занимаваме с Microsoft и OEM.

Nikkei: Как се чувствате по отношение на 5G PC или сгъваемия компютър?

Лиса Су: Да, ще има 5G компютри. Мисля, че 5G все още е рано и инфраструктурата все още не е на пазара от страна на потребителите.

Иън Cutress: Intel обича да прави тези проекти, като Ultrabook и сега новия проект Athena, където целта е да събере екосистемата заедно, за да изгради по-добър дизайн, или в крайна сметка да обедини толкова хардуер на Intel в една схема. AMD обикновено не се е отблъснала обратно в мобилното пространство – фокусирате се върху удостоверяването на форм-фактори с логото на марката и ги оставете на производителите.

Lisa Su: I Мисля, че това, което се надяваме да е видяло, е прогресирането на формфакторите от първо поколение на второ поколение Ryzen Mobile и отвъд него. Ще кажа, че за дълго време ПОО не е задължително да поставят процесорите AMD в най-добрите фактори. Работихме в тясно сътрудничество с производителите на оригинално оборудване, за да ви представим още много неща – затова видяхме категорията на съвременните устройства на Microsoft като нещо, върху което се съсредоточихме много. Ние се фокусираме много върху потребителския опит и знаете какво носи това, мисля, че ще бъдете много приятно изненадани от новите форм фактори, които ще излязат с AMD през следващите месеци.

Други мисли

Ian Cutress: Какви са вашите мисли за конкурентите, които наемат редица журналисти в областта на технологичните медии? В крайна сметка това намалява броя на хората, които говорят за AMD

Lisa Su: Знаете ли, момчета изглежда говорят за нас много! Не се тревожа за това. Изключително съм горд от нашия екип, който имаме в AMD. Ако се вгледате в нашия инженерен екип, от страна на процесора или от страна на графичния процесор на нашата бизнес среда, мисля, че имаме огромен екип, който винаги ще прокара плика. Обичам да докладвам технологични репортери за технологиите, да ви благодаря за това. И знаете, че се чувствам много добре заради вниманието, което AMD получава. Понякога мисля, че може би малко прекалено много! Всъщност това не е вярно – няма такова нещо като прекалено много. Вероятно е малко да се гарантира, че слуховете не излизат от контрол.

Много благодаря на д-р Лиза Су и нейния екип за времето си.

Свързано четене

  • Интервю с AMD's Forrest Norrod: Неапол, Рим, Милано и Генуа (Q3 2019)
  • Неапол, Рим, Милано, Zen 4: Интервю с AMD CTO, Марк Папермастер (Q4 2018)
  • Ексклузивно медийно интервю в AMD Tech Ден, с главен изпълнителен директор д-р Лиза Су (Q1 2018)
  • Осъществяване на AMD Отбележете: Много Дзен Интервю с д-р Лиза Су, главен изпълнителен директор (Q1 2017)
  • AnandTech Ексклузивно: Интервюто с Jim Keller
  • Talking Snapdragon: Интервю с Cristano Amon, президент на Qualcomm
  • Интервю с Лиза Spelman, вицепрезидент на Intel на DCG: Обсъждане на Купър езеро и Smeltdown
  • Интервю с Rod O'Shea, директор на EMEA вградената група и мениджър на сайта за Intel UK
  • Интервю с Джаксън Хсу, директор по продуктовия мениджмънт в GIGABYTE

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