Shares of AMD rose 11.6% on Tuesday as Fudzilla reported that Intel would license graphics technologies from AMD after a similar deal with Nvidia expired two months earlier. The deal has not been confirmed.
On the other hand, AMD's 16-core "Threadripper" enthusiast/HEDT CPUs have been confirmed:
With one of the gnarliest CPU codenames we've ever seen, the Threadripper multicore monsters will go head to head with Intel's Broadwell-E and upcoming Skylake-E High-End Desktop (HEDT) CPUs alongside a new motherboard platform that promises expanded memory support and I/O bandwidth. That's likely to take the form of quad-channel RAM and more PCIe lanes, similar to Intel's X99 platform, but AMD is saving further details for its press conference at Computex at the end of May.
AMD's 32-core "Naples" server chips are now known as... "Epyc".
You have seen the launch of 4, 6, and 8-core AMD Ryzen parts. How do you feel about 10, 12, 14, and 16 cores (prices unknown, likely $1,000 or more for 16 cores)?
the new processor integrates a "semi-custom" AMD graphics chip and the second generation of Intel's "High Bandwidth Memory (HBM2)", which is comparable to GDDR5 in a traditional laptop.
Intel CPU and AMD GPU, together at last
Summary of Intel's news:
The new product, which will be part of our 8th Gen Intel Core family, brings together our high-performing Intel Core H-series processor, second generation High Bandwidth Memory (HBM2) and a custom-to-Intel third-party discrete graphics chip from AMD's Radeon Technologies Group* – all in a single processor package.
[...] At the heart of this new design is EMIB (Embedded Multi-Die Interconnect Bridge), a small intelligent bridge that allows heterogeneous silicon to quickly pass information in extremely close proximity. EMIB eliminates height impact as well as manufacturing and design complexities, enabling faster, more powerful and more efficient products in smaller sizes. This is the first consumer product that takes advantage of EMIB.
[...] Additionally, this solution is the first mobile PC to use HBM2, which consumes much less power and takes up less space compared to traditional discrete graphics-based designs using dedicated graphics memory, like GDDR5 memory.
takyon: This is more like an "integrated discrete GPU" than standard integrated graphics. It also avoids the need for Intel to license AMD's IP. AMD also needs to make a lot of parts since its wafer supply agreement with GlobalFoundries penalizes AMD if they buy less than a target number of wafers each year.
AMD is rumored to be releasing a line of Ryzen 9 "Threadripper" enthusiast CPUs that include 10, 12, 14, or 16 cores. This is in contrast to the Ryzen lines of AMD CPUs that topped out at the 8-core Ryzen 7 1800X with a base clock of 3.6 GHz.
Meanwhile, Intel is supposedly planning to release 6, 8, 10, and 12 core Skylake-X processors under an "Intel Core i9" designation. Two Kaby Lake-X, a quad-core and another quad-core with hyper-threading disabled, are also mentioned.
Finally, AMD's 32-core "Naples" server chips could be succeeded in late 2018 or 2019 by a 48-core 7nm part nicknamed "Starship". GlobalFoundries plans to skip the 10nm node, and where GF goes, AMD follows. Of course, according to Intel, what really matters are transistors per square millimeter.
All of the processors mentioned could be officially announced at Computex 2017, running from May 30 to June 3. Expect the high end desktop (HEDT) CPUs to be in excess of $500 and as high as $1,500. Intel may also announce Coffee Lake CPUs later this year including a "mainstream" priced 6-core chip.