AMD was keen to talk about the last couple of years, and how the company managed to bring both accelerated product innovation, strong execution, and significant growth across all markets, including client, gaming, and data center.
Without diving into precise details for the future, leaving details to Mark Papermaster, AMD CTO and EVP of Technology and Engineering, and David Wang, Senior Vice President of Engineering at Radeon Technology Group, AMD's CEO and President revealed an updated CPU and GPU roadmaps, showing Zen 3 on track on 7nm manufacturing process and Zen 4 at 5nm, as well as RDNA 2 on 7nm and RDNA 3 on "future advanced node".
AMD's Mark Papermaster also talked a bit about key investments and innovation in the last five years, including 7nm process technology, Zen architecture, Infinity Fabric and Modular Chip Design, next-gen GPU architecture, as well as a focused execution that pushed the company to bring such products. Mark was also keen to note that AMD has shipped over 260 million Zen cores to date.
CPU side brings 3rd generation Infinity architecture and new X3D packaging
On the CPU side, AMD is pushing to deliver on steady CPU roadmap generational focus, maintain leading edge process and new packaging technology, as well as bring next-generation interconnect.
Mark Papermaster did note that while it expected the competition to bounce back, AMD is committed to maintaining a lead in foundry process technology, as confirmed by 5nm for Zen 4 architecture. The more detailed roadmap also shows that after Milan, AMD is going to release Genoa, a Zen 4-based architecture EPYC CPU on 5nm manufacturing process.
What is an interesting part of the roadmap is the new X3D packaging, which is a hybrid between 2.5 and 3D packaging and can be considered as a response or competition to Intel's Foveros 3D packaging. While we did not get a lot of details, AMD did note it is a hybrid between 2.5 packaging similar to what AMD used with HBM and chiplet packaging that is using today, and connected through the interposer.
According to AMD, this should bring a 10x increase in bandwidth, and while we do not have a precise date, it does look interesting and hopefully, we will hear more in the near future.
In addition to new X3D packaging, AMD talked about the future of its Infinity Fabric, moving it to Infinity Architecture, and while 2nd gen Infinity Architecture, introduced with Zen 2-based Rome brought more bandwidth, PCIe 4 connectivity, and 4/8-way GPU connectivity.
When it comes to the future, AMD plans to bring even further improvements with 3rd generation Infinity Architecture with up to 8-way GPU with coherent connectivity, providing improved bandwidth with reduced latency as well as unified data fabric between CPU and GPU. Such coherency will also allow CPU to cache GPU memory, or unified memory across CPU and GPU, thus bringing significant ease of programmability.
GPU side brings RDNA 2 with NAVI 2X, Ray Tracing and Variable Rate Shading
As expected, David Wang, Senior Vice President of Engineering at Radeon Technology Group, revealed a bit more information about AMD's GPU future, including a fresh new roadmap, confirming RDNA 2 on 7nm as well as RDNA 3 architecture on "advanced node".
As expected and rumored earlier, AMD's upcoming RDNA 2 architecture is expected to bring significant performance-per-watt improvement or 50 percent over first-generation RDNA architecture. AMD will draw these improvements from improved IPC, logic enhancements and physical optimizations, like increased clock speed.
As rumored earlier, AMD's RDNA 2 architecture, with NAVI 2X, will feature hardware-accelerated ray tracing. AMD plans to introduce a common architecture for PCs and consoles, which is not a big surprise considering how much AMD is invested in the current and future console market.
As ray tracing is plagued by high-performance impact, according to AMD, the company plans to simplify development and speed up adoption as well as maximize performance with lower-level API. AMD has teamed up with Microsoft for DXR 1.1 and you can see a screenshot from a demo rendered on RDNA 2 silicon below.
AMD has solid roadmaps and it is all about delivery
AMD's future looks bright and the company managed to deliver on its previous promises, and it is no surprise that the company plans to increase its revenue growth, gross margin to over 50 percent, higher operating margin and more.
It plans to push hard to maintain its momentum, use leading-edge process and push forward with its next-generation CPU and GPU architecture as well as maintain its growth across all markets.