"The next five years will see profound changes in computing as the semiconductor industry continues to grow." On June 25, the "IC" was held in Nansha District, Guangzhou "The change will affect key areas including data center and cloud, AI, PC and gaming," said AMD senior vice president and Greater China president Xiaoming Pan at the Integrated Circuit Industry Forum. "In data center and cloud, performance needs will continue to grow and security, energy efficiency and sustainability will become increasingly important. Indispensable."
As a global player with deep roots in semiconductors,AMD's transformational acquisition of Celinx, completed earlier this year, expands its portfolio of leading computing engines across the data center, embedded, client and gaming markets, presenting significant opportunities. AMD is poised for continued strong revenue growth as its high-performance and adaptive products capture a larger share of a diverse $300 billion market.
With the evolution of the semiconductor industry, performance improvements are less dependent on the process, Pan said. The conventional assumption was that 60% of performance improvements were due to improvements in process technology. Now, process technology evolution accounts for approximately 40% of performance improvements, and platform and design optimization accounts for 60% of performance improvements, including processor microstructure, module connectivity, and hardware and software system optimization.
In the face of challenges and opportunities,AMD continues to invest in the fundamental technologies required for high-performance computing platforms. The decade-long investment in the Infinity architecture has provided AMD with modular capabilities. AMD architecture's forward-looking and leading chiplet microchip technology, along with 2.5 and 3D packaging technologies, enables AMD to perform system-level optimization of heterogeneous computing solutions with flexibility.
AMD revealed at its financial Analyst Day in June that its Zen 4 CPU core is expected to power the world's first high-performance 5nm x86 CPU later this year. "Zen 4" is expected to deliver 8-10% IPC improvement over "Zen 3" when running desktop applications, over 25% performance per watt, and 35% overall performance improvement. The "Zen 5" CPU core, scheduled for release in 2024, will have a completely new architecture designed to deliver leading performance and efficiency across a wide range of workloads and functions, including optimization for artificial intelligence and machine learning.
In addition, customization has become a choice for more and more users. AMD has a lot of experience in customization. It was the first company to adopt customized chips in the game console market 10 years ago. AMD is opening up its portfolio of high-performance IP products and building a custom chiplet platform to more easily integrate third-party and customer IP for high-performance, customized solutions.
Data center: Creating a source of computing power
In February this year, the "Data in the East and the West" project was officially launched. It channelsthe intensive computing demand from the east to the west in an orderly way, allowing data elements to flow across domains, forming a national computing network. While easing the energy shortage in the east, we will open up a new path for the development of the west.
The large increase in the demand for computing power will bring a rapid increase in the energy consumption of data centers. One of the keys to promote the development of efficient data centers is the "source of computing power" -- that is, each processor core in the data center. The performance of the processor also determines the upper limit of computing power. "High performance computing" may provide the answer to how to balance energy consumption growth with low-carbon goals under the two-carbon target.
Data center is one of the pillar areas that AMD focuses on. AMD has developed rapidly in the data center market and created a number of industry initiatives. The EPYC(Skydragon) processor ecosystem for technical computing workloads is thriving alongside major Oems, ODMs, SI, ISVs, and cloud solutions.
In March this year, the world's first data center CPU using 3D chip stacking -- "Milan-X" third generation AMD EPYC(Cloud Dragon) processor was released, which not only marks the success of AMD 3D V-Cache cache stacking technology to the data center, but also is another AMD computing innovation. The Milan-X provides up to 66% performance improvements over non-stacked third-generation AMD EPYC processors for a variety of target-technology computing workloads.
AMD also completed its acquisition of Pensando in May. As a leading provider of DPU technology for data centers, enterprises, and fringe markets, Pensando's innovative products truly address the networking, security, and storage acceleration needs of data centers and are the perfect complement to AMD and Celinx's portfolio.AMD is also expanding its data center solutions portfolio to include next-generation high-performance cpus, accelerators, data processing units (DPUs) optimized for multiple workloads, and an expanded portfolio of adaptive computing products. "Genoa(Genoa)" 4th generation AMD based on "Zen 4" EPYC will be a more powerful general-purpose server processor, due out in the fourth quarter of 2022. The top-of-the-stack product will deliver over 75% higher enterprise-class Java performance than the top-of-the-stack third-generation EPYC processor.
30x25 "> Energy efficiency goal to achieve a Green future
In September 2020, China pledged at the United Nations General Assembly that it would peak its carbon emissions by 2030 and strive to be carbon neutral by 2060.
AMD has been committed to relying on the latest technologies and products of high performance computing to strengthen cooperation with the Chinese market, so as to better achieve the goal of "dual carbon" and provide strong impetus for the green and high-quality development of digital economy in China.
In 2021 AMD announced its "30x25" goal -- to improve processor and accelerator energy efficiency for servers by 30 times by 2025, in order to adapt to the rapidly growing artificial intelligence (AI) training and high-performance computing market. The 30x efficiency target could save billions of kilowatt-hours of electricity in 2025 and reduce the amount of power needed to complete a single calculation by 97% over the next five years.
At present,AMD is moving smoothly toward achieving the goal of "30x25", and has made new breakthroughs. By using only accelerators based on one third-generation AMD EPYC CPU and four AMD Instinct MI250x Gpus, it achieved a 6.79x efficiency improvement over the 2020 baseline. Under the background of "counting in the East and counting in the west" and "dual carbon" goals,AMD's high-performance products are providing support for the green digital transformation of major enterprises, major industries and the whole society, and creating a greener computing base.
< /p>After more than half a century of unremitting efforts,AMD has grown into a leading brand. AMD has just launched its new brand platform "together we advance_" globally. In response, Pan Xiaoming said, "This is our industry, the most authentic expression of cooperation, to convey AMD's corporate culture, express our determination to cooperate with the industry."
