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Qualcomm Adds Snapdragon 7s Gen 3: Mid-Tier Snapdragon Gets Cortex-A720 Treatment

20 août 2024 à 15:00

Qualcomm this morning is taking the wraps off of a new smartphone SoC for the mid-range market, the Snapdragon 7s Gen 3. The second of Qualcomm’s down-market ‘S’ tier Snapdragon 7 parts, the 7s series is functionally the entry-level tier for the Snapdragon 7 family – and really, most Qualcomm-powered handsets in North America.

With three tiers of Snapdragon 7 chips, the 7s can easily be lost in the noise that comes with more powerful chips. But the latest iteration of the 7s is a bit more interesting than usual, as rather than reusing an existing die, Qualcomm has seemingly minted a whole new die for this part. As a result, the company has upgraded the 7s family to use Arm’s current Armv9 CPU cores, while using bits and pieces of Qualcomm’s latest IPs elsewhere.

Qualcomm Snapdragon 7-Class SoCs
SoC Snapdragon 7 Gen 3
(SM7550-AB)
Snapdragon 7s Gen 3
(SM7635)
Snapdragon 7s Gen 2
(SM7435-AB)
CPU 1x Cortex-A715
@ 2.63GHz

3x Cortex-A715
@ 2.4GHz

4x Cortex-A510
@ 1.8GHz
1x Cortex-A720
@ 2.5GHz

3x Cortex-A720
@ 2.4GHz

4x Cortex-A520
@ 1.8GHz
4x Cortex-A78
@ 2.4GHz

4x Cortex-A55
@ 1.95GHz
GPU Adreno Adreno Adreno
DSP / NPU Hexagon Hexagon Hexagon
Memory
Controller
2x 16-bit CH

@ 3200MHz LPDDR5 / 25.6GB/s

@ 2133MHz LPDDR4X / 17.0GB/s
2x 16-bit CH

@ 3200MHz LPDDR5 / 25.6GB/s

@ 2133MHz LPDDR4X / 17.0GB/s
2x 16-bit CH

@ 3200MHz LPDDR5 / 25.6GB/s

@ 2133MHz LPDDR4X / 17.0GB/s
ISP/Camera Triple 12-bit Spectra ISP

1x 200MP or 64MP with ZSL
or
32+21MP with ZSL
or
3x 21MP with ZSL

4K HDR video & 64MP burst capture
Triple 12-bit Spectra ISP

1x 200MP or 64MP with ZSL
or
32+21MP with ZSL
or
3x 21MP with ZSL

4K HDR video & 64MP burst capture
Triple 12-bit Spectra ISP

1x 200MP or 48MP with ZSL
or
32+16MP with ZSL
or
3x 16MP with ZSL

4K HDR video & 48MP burst capture
Encode/
Decode
4K60 10-bit H.265

H.265, VP9 Decoding

Dolby Vision, HDR10+, HDR10, HLG

1080p120 SlowMo
4K60 10-bit H.265

H.265, VP9 Decoding

HDR10+, HDR10, HLG

1080p120 SlowMo
4K60 10-bit H.265

H.265, VP9 Decoding

HDR10, HLG

1080p120 SlowMo
Integrated Radio FastConnect 6700
Wi-Fi 6E + BT 5.3
2x2 MIMO
FastConnect
Wi-Fi 6E + BT 5.4
2x2 MIMO
FastConnect 6700
Wi-Fi 6E + BT 5.2
2x2 MIMO
Integrated Modem X63 Integrated

(5G NR Sub-6 + mmWave)
DL = 5.0 Gbps
5G/4G Dual Active SIM (DSDA)
Integrated

(5G NR Sub-6 + mmWave)
DL = 2.9 Gbps
5G/4G Dual Active SIM (DSDA)
X62 Integrated

(5G NR Sub-6 + mmWave)
DL = 2.9 Gbps
5G/4G Dual Active SIM (DSDA)
Mfc. Process TSMC N4P TSMC N4P Samsung 4LPE

Officially, the Snapdragon 7s is classified as a 1+3+4 design – meaning there’s 1 prime core, 3 performance cores, and 4 efficiency cores. In this case, Qualcomm is using the same architecture for both the prime and efficiency cores, Arm’s current-generation Cortex-A720 design. The prime core gets to turbo as high as 2.5GHz, while the remaining A720 cores will turbo as high as 2.4GHz.

These are joined by the 4 efficiency cores, which, as is tradition, are based upon Arm’s current A5xx cores, in this case, A520. These can boost as high as 1.8GHz.

Compared to the outgoing Snapdragon 7s Gen 2, the switch in Arm cores represents a fairly significant upgrade, replacing an A78/A55 setup with the aforementioned A720/A520 setup. Notably, clockspeeds are pretty similar to the previous generation part, so most of the unconstrained performance uplift on this generation is being driven by improvements in IPC, though the faster prime core should offer a bit more kick for single-threaded workloads.

All told, touting a 20% improvement in CPU performance over the 7s Gen 2, though that claim doesn’t clarify whether it’s single or multi-threaded performance (or a mixture of both).

Meanwhile, graphics are driven by one of Qualcomm’s Adreno GPUs. As is usually the case, the company is not offering any significant details on the specific GPU configuration being used – or even what generation it is. A high-level look at the specifications doesn’t reveal any major features that weren’t present in other Snapdragon 7 parts. And Qualcomm isn’t bringing high-end features like ray tracing down to such a modest part. That said, I’ve previously heard through the tea leaves that this may be a next-generation (Adreno 800 series) design; though if that’s the case, Qualcomm is certainly not trying to bring attention to it.

Curiously, however, the video decode block on the SoC seems rather dated. Despite this being a new die, Qualcomm has opted not to include AV1 decoding – or, at least, opted not to enable it – so H.265 and VP9 are the most advanced codecs supported.

Compared to CPU performance gains, Qualcomm’s expected GPU performance gains are more significant. The company is claiming that the7s Gem 3 will deliver a 40% improvement in GPU performance over the 7s Gen 2.

Finally, the Hexagon NPU block on the SoC incorporates some of Qualcomm’s latest IP, as the company continues their focused AI push across all of their chip segments. Notably, the version of the NPU used here gets INT4 support for low precision client inference, which is new to the Snapdragon 7s family. As with Qualcomm’s other Gen 3 SoCs, the big drive here is for local (on-device) LLM execution.

With regards to performance, Qualcomm says that customers should expect to see a 30% improvement in AI performance relative to the 7s Gen 2.

Feeding all of these blocks is a 32-bit memory controller. Interestingly, Qualcomm has opted to support older LPDDR4X even with this newer chip, so the maximum memory bandwidth depends on the memory type used. For LPDDR4X-4266 that will be 17GB/sec, and for LPDDR5-6400 that will be 25.6GB/sec. In both cases, this is identical to the bandwidth available for the 7s Gen 2.

Rounding out the package, the 7s Gen 3 does incorporate some newer/more powerful camera hardware as well. We’re still looking at a trio of 12-bit Spectra ISPs, but the maximum resolution in zero shutter lag and burst modes has been bumped up to 64MPix. Video recording capabilities are otherwise identical on paper, as the 7s Gen 2 already supported 4K HDR capture.

Meanwhile on the wireless communication side of matters, the 7s Gen 3 packs one of Qualcomm’s integrated Snapdragon 5G modems. As with its predecessor, the 7s Gen 3 supports both Sub-6 and mmWave bands, with a maximum (theoretical) throughput of 2.9Gbps.

Eagle-eyed chip watchers will note, however, that Qualcomm is doing away with any kind of version information as of this part. So while the 7s Gen 2 used a Snapdragon X62 modem, the 7s Gen 3’s modem has no such designation – it’s merely an integrated Snapdragon modem. According to the company, this change has been made to “simplify overall branding and to be consistent with other IP blocks in the chipset.”

Similarly, the Wi-Fi/Bluetooth block has lost its version number; it is now merely a FastConnect block. In regards to features and specifications, this appears to be the same Wi-Fi 6E block that we’ve seen in half a dozen other Snapdragon SoCs, offering 2 spatial streams at channel widths up to 160MHz. It is worth noting, however, that since this is a newer SoC it’s certified for Bluetooth 5.4 support, versus the 5.2/5.3 certification other Snapdragon 7 chips have carried.

Finally, the Snapdragon 7s Gen 3 itself is being built on TSMC’s N4P process, the same process we’ve seen the last several Qualcomm SoCs use. And with this, Qualcomm has now fully migrated the entire Snapdragon 8 and Snapdragon 7 lines off of Samsung’s 4nm process nodes; all of their contemporary chips are now built at TSMC. And like similar transitions in the past, this shift in process nodes is coming with a boost to power efficiency. While it’s not the sole cause, overall Qualcomm is touting a 12% improvement in power savings.

Wrapping things up, Qualcomm’s launch customer for the Snapdragon 7s Gen 3 will be Xiaomi, who will be the first to launch a new phone with the chip. Following them will be many of the other usual suspects, including Realme and Sharp, while the much larger Samsung is also slated to use the chip at some point in the coming months.

Intel Sells Its Arm Shares, Reduces Stakes in Other Companies

14 août 2024 à 23:00

Intel has divested its entire stake in Arm Holdings during the second quarter, raising approximately $147 million. Alongside this, Intel sold its stake in cybersecurity firm ZeroFox and reduced its holdings in Astera Labs, all as part of a broader effort to manage costs and recover cash amid significant financial challenges.

The sale of Intel's 1.18 million shares in Arm Holdings, as reported in a recent SEC filing, comes at a time when the company is struggling with substantial financial losses. Despite the $147 million generated from the sale, Intel reported a $120 million net loss on its equity investments for the quarter, which is a part of a larger $1.6 billion loss that Intel faced during this period.

In addition to selling its stake in Arm, Intel also exited its investment in ZeroFox and reduced its involvement with Astera Labs, a company known for developing connectivity platforms for enterprise hardware. These moves are in line with Intel's strategy to reduce costs and stabilize its financial position as it faces ongoing market challenges.

Despite the divestment, Intel's past investment in Arm was likely driven by strategic considerations. Arm Holdings is a significant force in the semiconductor industry, with its designs powering most mobile devices, and, for obvious reasons, Intel would like to address these. Intel and Arm are also collaborating on datacenter platforms tailored for Intel's 18A process technology. Additionally, Arm might view Intel as a potential licensee for its technologies and a valuable partner for other companies that license Arm's designs.

Intel's investment in Astera Labs was also a strategic one as the company probably wanted to secure steady supply of smart retimers, smart cable modems, and CXL memory controller, which are used in volumes in datacenters and Intel is certainly interested in selling as many datacenter CPUs as possible.

Intel's financial struggles were highlighted earlier this month when the company released a disappointing earnings report, which led to a 33% drop in its stock value, erasing billions of dollars of capitalization. To counter these difficulties, Intel announced plans to cut 15,000 jobs and implement other expense reductions. The company has also suspended its dividend, signaling the depth of its efforts to conserve cash and focus on recovery. When it comes to divestment of Arm stock, the need for immediate financial stabilization has presumably taken precedence, leading to the decision.

The AMD Ryzen 9 9950X and Ryzen 9 9900X Review: Flagship Zen 5 Soars - and Stalls

14 août 2024 à 15:00

Earlier this month, AMD launched the first two desktop CPUs using their latest Zen 5 microarchitecture: the Ryzen 7 9700X and the Ryzen 5 9600X. As part of the new Ryzen 9000 family, it gave us their latest Zen 5 cores to the desktop market, as AMD actually launched Zen 5 through their mobile platform last month, the Ryzen AI 300 series (which we reviewed).

Today, AMD is launching the remaining two Ryzen 9000 SKUs first announced at Computex 2024, completing the current Ryzen 9000 product stack. Both chips hail from the premium Ryzen 9 series, which includes the flagship Ryzen 9 9950X, which has 16 Zen 5 cores and can boost as high as 5.7 GHz, while the Ryzen 9 9900X has 12 Zen 5 cores and offers boost clock speeds of up to 5.6 GHz.

Although they took slightly longer than expected to launch, as there was a delay from the initial launch date of July 31st, the full quartet of Ryzen 9000 X series processors armed with the latest Zen 5 cores are available. All of the Ryzen 9000 series processors use the same AM5 socket as the previous Ryzen 7000 (Zen 4) series, which means users can use current X670E and X670 motherboards with the new chips. Unfortunately, as we highlighted in our Ryzen 7 9700X and Ryzen 5 9600X review, the X870E/X870 motherboards, which were meant to launch alongside the Ryzen 9000 series, won't be available until sometime in September.

We've seen how the entry-level Ryzen 5 9600X and the mid-range Ryzen 7 9700X perform against the competition, but it's time to see how far and fast the flagship Ryzen 9 pairing competes. The Ryzen 9 9950X (16C/32T) and the Ryzen 9 9900X (12C/24T) both have a higher TDP (170 W/120 W respectively) than the Ryzen 7 and Ryzen 5 (65 W), but there are more cores, and Ryzen 9 is clocked faster at both base and turbo frequencies. With this in mind, it's time to see how AMD's Zen 5 flagship Ryzen 9 series for desktops performs with more firepower, with our review of the Ryzen 9 9950X and Ryzen 9 9900 processors.

Intel Publishes First Microcode Update for Raptor Lake Stability Issue, BIOSes Going Out Now

9 août 2024 à 21:00

Following Intel’s run of financial woes and Raptor Lake chip stability issues, the company could use some good news on a Friday. And this week they’re delivering just that, with the first version of the eagerly awaited microcode fix for desktop Raptor Lake processors – as well as the first detailed explanation of the underlying issue.

The new microcode release, version 0x129, is Intel’s first stab at addressing the elevated voltage issue that has seemingly been the cause of Raptor Lake processor degradation over the past year and a half. Intel has been investigating the issue all year, and after a slow start, in recent weeks has begun making more significant progress, identifying what they’re calling an “elevated operating voltage” issue in high-TDP desktop Raptor Lake (13th & 14th Generation Core) chips. Back in late July the company was targeting a mid-August release date for a microcode patch to fix (or rather, prevent) the degradation issue, and just ahead of that deadline, Intel has begun shipping the microcode to their motherboard partners.

Even with this new microcode, however, Intel is not done with the stability issue. Intel is still investigating whether it’s possible to improve the stability of already-degraded processors, and the overall tone of Intel’s announcement is very much that of a beta software fix – Intel won’t be submitting this specific microcode revision for distribution via operating system updates, for example. So even if this microcode is successful in stopping ongoing degradation, it seems that Intel hasn’t closed the book on the issue entirely, and that the company is presumably working towards a fix suitable for wider release.

Capping At 1.55v: Elevated Voltages Beget Elevated Voltages

So just what does the 0x129 microcode update do? In short, it caps the voltage of affected Raptor Lake desktop chips at a still-toasty (but in spec) 1.55v. As noted in Intel’s previous announcements, excessive voltages seem to be at the cause of the issue, so capping voltages at what Intel has determined is the proper limit should prevent future chip damage.

The company’s letter to the community also outlines, for the first time, just what is going on under the hood with degraded chips. Those chips that have already succumbed to the issue from repeated voltage spikes have deteriorated in such a way that the minimum voltage needed to operate the chip – Vmin – has increased beyond Intel’s original specifications. As a result, those chips are no longer getting enough voltage to operate.

Seasoned overclockers will no doubt find that this is a familiar story, as this is one of the ways that overclocked processors degrade over time. In those cases – as it appears to be with the Raptor Lake issue – more voltage is needed to keep a chip stable, particularly in workloads where the voltage to the chip is already sagging.

And while all signs point to this degradation being irreversible (and a lot of RMAs in Intel’s future), there is a ray of hope. If Intel’s analysis is correct that degraded Raptor Lake chips can still operate properly with a higher Vmin voltage, then there is the possibility of saving at least some of these chips, and bringing them back to stability.

This “Vmin shift,” as Intel is calling it, is the company’s next investigative target. According to the company’s letter, they are aiming to provide updates by the “end of August.”

In the meantime, Intel’s eager motherboard partners have already begun releasing BIOSes with the new microcode, with ASUS and MSI even jumping the gun and sending out BIOSes before Intel had a chance to properly announce the microcode. Both vendors are releasing these as beta BIOSes, reflecting the general early nature of the microcode fix itself. And while we expect most users will want to get this microcode in place ASAP to mitigate further damage on affected chips, it would be prudent to treat these beta BIOSes as just that.

Along those lines, as noted earlier, Intel is only distributing the 0x129 microcode via BIOS updates at this time. This microcode will not be coming to other systems via operating system updates. At this point we still expect distribution via OS updates to be the end game for this fix, but for now, Intel isn’t providing a timeline or other guidance for when that might happen. So for PC enthusiasts, at least, a BIOS update is the only way to get it for now.

Performance Impact: Generally Nil – But Not Always

Finally, Intel’s message also provides a bit of guidance on the performance impact of the new microcode, based on their internal testing. Previously the company has indicated that they expected no significant performance impact, and based on their expanded testing, by and large this remains the case. However, there are going to be some workloads that suffer from performance regressions as a result.

So far, Intel has found a couple of workloads where they are seeing regressions. This includes PugetBench GPU Effects Score and, on the gaming side of matters, Hitman 3: Dartmoor. Otherwise, virtually everything else Intel has tested, including common benchmarks like Cinebench, and major games, are not showing performance regressions. So the overall outcome of the fix is not quite a spotless recovery, but it’s also not leading to widespread performance losses, either.

As for AnandTech, we’ll be digging into this on our own benchmark suite as time allows. We have one more CPU launch coming up next week, so there’s no shortage of work to be done in the next few days. (Sorry, Gavin!)

Intel’s Full Statement

Intel is currently distributing to its OEM/ODM partners a new microcode patch (0x129) for its Intel Core 13th/14th Gen desktop processors which will address incorrect voltage requests to the processor that are causing elevated operating voltage.

For all Intel Core 13th/14th Gen desktop processor users: This patch is being distributed via BIOS update and will not be available through operating system updates. Intel is working with its partners to ensure timely validation and rollout of the BIOS update for systems currently in service.

Instability Analysis Update – Microcode Background and Performance Implications

In addition to extended warranty coverage, Intel has released three mitigations related to the instability issue – commonly experienced as consistent application crashes and repeated hangs – to help stabilize customer systems with Intel Core 13th and 14th gen desktop processors:
  1. Intel default settings to avoid elevated power delivery impact to the processor (May 2024)
  2. Microcode 0x125 to fix the eTVB issue in i9 processors (June 2024)
  3. Microcode 0x129 to address elevated voltages (August 2024)
Intel’s current analysis finds there is a significant increase to the minimum operating voltage (Vmin) across multiple cores on affected processors due to elevated voltages. Elevated voltage events can accumulate over time and contribute to the increase in Vmin for the processor.

The latest microcode update (0x129) will limit voltage requests above 1.55V as a preventative mitigation for processors not experiencing instability symptoms. This latest microcode update will primarily improve operating conditions for K/KF/KS processors. Intel is also confirming, based on extensive validation, all future products will not be affected by this issue.

Intel is continuing to investigate mitigations for scenarios that can result in Vmin shift on potentially impacted Intel Core 13th and 14th Gen desktop processors. Intel will provide updates by end of August.  

Intel’s internal testing – utilizing Intel Default Settings - indicates performance impact is within run-to-run variation (eg. 3DMark: Timespy, WebXPRT 4, Cinebench R24, Blender 4.2.0) with a few sub-tests showing moderate impacts (WebXPRT Online Homework; PugetBench GPU Effects Score). For gaming workloads tested, performance has also been within run-to-run variation (eg. Cyberpunk 2077, Shadow of the Tomb Raider, Total War: Warhammer III – Mirrors of Madness) with one exception showing slightly more impact (Hitman 3: Dartmoor). However, system performance is dependent on configuration and several other factors.

For unlocked Intel Core 13th and 14th Gen desktop processors, this latest microcode update (0x129) will not prevent users from overclocking if they so choose. Users can disable the eTVB setting in their BIOS if they wish to push above the 1.55V threshold. As always, Intel recommends users proceed with caution when overclocking their desktop processors, as overclocking may void their warranty and/or affect system health. As a general best practice, Intel recommends customers with Intel Core 13th and 14th Gen desktop processors utilize the Intel Default Settings.

In light of the recently announced extended warranty program, Intel is reaffirming its confidence in its products and is committed to making sure all customers who have or are currently experiencing instability symptoms on their 13th and/or 14th Gen desktop processors are supported in the exchange process. Users experiencing consistent instability symptoms should reach out to their system manufacturer (OEM/System Integrator purchase), Intel Customer Support (boxed processor), or place of purchase (tray processor) further assistance.
-Intel Community Post

Intel Postpones Innovation 2024 Event, Cites Poor Finances

9 août 2024 à 01:15

As Intel looks to streamline its business operations and get back to profitability in the face of weak revenues and other business struggles, nothing is off the table as the company looks to cut costs into 2025 – not even Intel’s trade shows. In an unexpected announcement this afternoon, Intel has begun informing attendees of its fall Innovation 2024 trade show that the event has been postponed. Previously scheduled for September of this year, Innovation is now slated to take place at some point in 2025.

Innovation is Intel’s regular technical showcase for developers, customers, and the public, and is the successor to the company’s legendary IDF show. In recent years the show has been used to deliver status updates on Intel’s fabs, introduce new client platforms like Panther Lake, launch new products, and more.

But after 3 years of shows, the future of Innovation is up in the air, as Intel has officially postponed the show – and with a less-than-assuring commitment to when it may return.

In a message posted on the Innovation 2024 website (registration required), and separately sent out via email, Intel announced the postponement of the show. In lieu of the show, Intel still plans on holding smaller developer events.

Innovation 2024 Update

After careful consideration, we have made the decision to postpone our Intel-hosted event, Intel Innovation in September, until 2025. For the remainder of 2024, we will continue to host smaller, more targeted events, webinars, hackathons and meetups worldwide through Intel Connection and Intel AI Summit events, as well as have a presence at other industry moments.

Depending on your development needs, please leverage the following developer resources to learn more: developer.intel.com, developer.intel.com/ai, open.intel.com and intel.com/support. Click here for a full list of Developer events.
-Intel Innovation Website

Separately, in a statement sent to PCMag, the company cited its current financial situation, and that they “are having to make some tough decisions as we continue to align our cost structure and look to assess how we rebuild a sustainable engine of process technology leadership.”

While Intel had not yet published a full agenda for the now-delayed show, Innovation 2024 was expected to be a major showcase for Intel’s Lunar Lake and Arrow Lake client processors, both of which are due this fall. Arrow Lake in particular is Intel’s lead product for their 20A process node – their first node implementing RibbonFETs and PowerVia backside power delivery – so its launch will be an important moment for the company. And while the postponement of Innovation won’t impact those launches, it means that Intel won’t have access to the same stage or built-in audience that comes with hosting your own trade show. Never mind the lost opportunities for software developers, who are the core audience for the show.

Officially, the show is just postponed. But given the lead time needed to reserve the San Jose Convention Center and similar venues, it’s unclear whether Intel will be able to host a show before the second half of 2025 – at which point we’d be closer to Innovation 2025, making Innovation 2024 de facto cancelled.

In the meantime, the company has already announced that they’ll be launching Lunar Lake at IFA in Germany in September. So that remains the next big trade show for Intel’s client chip group.

The AMD Ryzen 7 9700X and Ryzen 5 9600X Review: Zen 5 is Alive

7 août 2024 à 15:00

Last month, AMD launched their first processors using the Zen 5 microarchitecture for the mobile market via their Ryzen AI 300 series. Typically, with AMD Ryzen launches, we usually see the desktop parts come first, with the flagship model and then the mobile coming after. This time around, AMD has changed the dynamic of their release schedule with Zen 5 by launching the mobile chips first, which includes the Ryen AI 9 HX 370, which we reviewed last month. Today, Zen 5 on desktop has its turn, as AMD has launched two mid-range desktop processors, the Ryzen 7 9700X and the Ryzen 5 9600X.

AMD has launched two of the four announced Ryzen 9000 series processors today. The entry-level model is the Ryzen 5 9600X, a 6C/12T part with full-sized Zen 5 cores that can boost up to 5.4 GHz out of the box. The other model launched today is the Ryzen 7 9700X, which also features 8C/16T of Zen 5 and a boost clock speed of up to 5.5 GHz.

As part of AMD's push on platform longevity, the Ryzen 9000 series shares the same AM5 socket as its predecessor, meaning users can use X670E/X670 and B650E/B650 motherboards with a firmware update. We expected to see the newer X870X motherboards come with the Ryzen 9000 release, but unfortunately, these have been delayed.

So now we have Zen 5 in the form of the Ryzen 9000 series finally hitting the desktop, sans the top two SKUs, the Ryzen 9 9950X and Ryzen 9 9900X, which are coming later, it's time to see how much of an improvement Zen 5 is over Zen 4, not just in single-threaded but also multi-threaded workloads as AMD has promised up to an uplift of16% IPC on average. Both the Ryzen 7 9700X and Ryzen 5 9600X have a TDP of 65 W, which we see as more aligned with the non-X SKUs, so it will be interesting to see how Zen 5 performs in terms of both performance and efficiency.

Intel 18A Status Update: First Chips Booting, First External Customer Tape-Out in H1’25

6 août 2024 à 17:01

Following Intel’s painful Q2 earnings call and the announcement of their 2025 cost reduction plan last week, it has become increasingly evident that Intel’s future is in the hands of their foundry group. Between Intel’s IDM 2.0 initiative and their internal chip production plans, all roads lead back to Intel retaking – and retaining – fab process leadership. To win as both a chip designer and a contract chip maker, Intel needs to be able to regain the fab technology lead it once held. In many respects it’s a return to Intel’s classic (and most successful) operating model, but never has it been so risky at it is for the already weakened Intel.

Intel’s do-or-die dash for process leadership means that, for the next 18 months or so, all eyes are on the company’s 20A and 18A process nodes. The final nodes in their ambitious 5 Nodes in 4 Years roadmap, the twinned 20A/18A are the culmination of several new technologies, primarily Intel’s GAAFET implementation (RibbonFET), which is being combined with PowerVia, Intel’s backside power delivery network (BS-PDN) technology. 20A is set to serve as Intel’s early version of the node, and 18A the refined version for long-term use both internally, and as the first major external node for Intel Foundry. To say that everything rides on Intel 18A isn’t quite accurate, but it’s only a slight embellishment.

To that end, we’re going to see Intel deliver a lot of status updates on 18A over the next year as they continue to outline to investors and external customers alike that they have the manufacturing side of their business in order. And today is one of those days, with a fresh update on the state of 18A.

18A Chips Back & Booting

So what’s new with 18A? The biggest news out of Intel this morning is that their first 18A chips are back from the development fab and are successfully booting operating systems. This means the silicon not only works (power-on), but works well enough to complete core tasks. It’s a major step in bringing up a chip, and at this point, Intel wants to make sure to let the whole world know.

Earlier this year the company finished taping out both of its lead 18A chips: Panther Lake for clients, and Clearwater Forest for servers. And it’s both chips that are booting. This is made all the more significant by the fact that Clearwater Forest also relies on Intel’s die-to-die hybrid bonding packaging technology, Foveros Direct 3D, where it will be the lead product for that technology as well. Which for Intel, is a promising sign that not only are their silicon lithography ambitions paying off, but their intention to lead in advanced packaging is on-track as well.

And while Intel doesn’t normally talk about yields this early in the game, it’s interesting to note that in a separate Q&A being published this morning with Intel Foundry’s new boss, Kevin O’Buckley, the head of Foundry Services explicitly comments that Panther Lake is “yielding well”. Similarly, Panther Lake’s DDR memory controller (a complex block mixing logic with a PHY) is already running at its target frequency. Progress is going so well, apparently, that according to O’Buckley, it’s ahead of schedule on its product qualification milestones.

PDK 1.0 Released, First External Customer Tape-Out Expected in H1’25

As for Intel’s contract foundry business, the company is ramping up its efforts there now that the first full process design kit (PDK) is ready for 18A. Intel released their 18A PDK 1.0 last month, giving Intel’s customers (and potential customers) the tools to finally finish designing their chips for production. As is typically the case of a new node, pre-release PDKs were available for companies to get started on their designs, but the 1.0 PDK is typically needed to finish those designs and align them with the formal and finalized process specifications.

For Intel, getting an external PDK out for a leading-edge process node is no small feat, as the company has spent decades operating its fabs for the benefit of its internal product design teams. A useful PDK for external customers – and really, a useful fab environment altogether – not only needs process nodes that stick to their specifications rather than making bespoke adjustments, but it means that Intel needs to document and define all of this in a useful, industry standard fashion. One of the major failings of Intel’s previous efforts to get into the contract foundry business, besides being half-hearted efforts overall, is that they didn’t author PDKs that external companies could easily use. At the end of the day, Intel is looking to woo customers from TSMC and Samsung, and as such Intel needs to provide PDKs that chip designers accustomed to contemporary contract fabs can use.

Those efforts are finally paying off, if slowly. While still not sharing any names, Intel expects their first external customer chip design will tape out in the first half of 2025 (H1’25). And, as Intel hopes, it will be the first of many.

Ultimately, the hard work for Intel foundry is not yet complete, and it will continue from here. With initial 18A development wrapping up, Intel’s needs are no longer just fab R&D, but marketing and customer relations. Which, going back to the start of this article, is why Intel is so keen to release status updates on 18A: it’s part of a broader approach to entice new customers to give Intel a try. Even in the best-case scenario, it will take upwards of a decade to capture a majority of the market for fabbing cutting-edge chips. But Intel has to start that marketing push if they’re going to get there.

In the meantime, if all continues going well for Intel, we should be seeing the first 18A chips released in the latter half of near year.

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