Sunday, January 14th 2018
Intel Could Ditch AMD dGPU Die on Future Core G-series MCMs with "Arctic Sound"
Intel did the impossible in 2017, by collaborating with rival AMD after decades, on a product. The new Core i7-8000G series processors are multi-chip modules that combine quad-core "Kaby Lake" CPU dies with discrete AMD Radeon Vega GPU dies that have their own dedicated HBM2 stacks. With performance-segment notebooks and sleek AIO desktops building momentum for such products, Intel sees a future in building its own discrete GPUs, at least dies that can replace the AMD Radeon IP from its Core G-series processors.
With former AMD Graphics head Raja Koduri switching to Intel amidst rumors of the company investing in discrete GPUs of its own, details emerge of the company's future "Arctic Sound" and "Jupiter Sound" graphics IP, which point to the possibility of them being discrete GPU dies based on the Gen 12 and Gen 13 graphics architectures, respectively. According to Ashraf Eassa, a technology stock commentator with "The Motley Fool," both "Arctic Sound" and "Jupiter Sound" are discrete GPU dies that connect with Intel processor dies over EMIB, the company's proprietary high-density interconnect for multi-chip modules. It could be a long wait leading up to the two, since the company is still monetizing its Gen 9.5 architecture on 8th generation Core processors.
With former AMD Graphics head Raja Koduri switching to Intel amidst rumors of the company investing in discrete GPUs of its own, details emerge of the company's future "Arctic Sound" and "Jupiter Sound" graphics IP, which point to the possibility of them being discrete GPU dies based on the Gen 12 and Gen 13 graphics architectures, respectively. According to Ashraf Eassa, a technology stock commentator with "The Motley Fool," both "Arctic Sound" and "Jupiter Sound" are discrete GPU dies that connect with Intel processor dies over EMIB, the company's proprietary high-density interconnect for multi-chip modules. It could be a long wait leading up to the two, since the company is still monetizing its Gen 9.5 architecture on 8th generation Core processors.
45 Comments on Intel Could Ditch AMD dGPU Die on Future Core G-series MCMs with "Arctic Sound"
Generally speaking, don't worry. Intel knows how to make money. Their dGPU will earn more than it will cost.
/s
seriously, if these will only be for pGPU on the MCM is okay, but not a separate GPU card, they will need serious shit to go this high. Raja will have a great FineWine(tm) by then.
For your information: Motley Fool became a household name in investing. These online articles are just a tiny part of their work (pretty much marketing). They're consulting on investing, they run their own mutual fund. So if you're trying to undermine their credibility, you have to try harder. :-)
BTW: yeah, it's a shock that an investor specialized in technology both owns and writes about Intel stock. They should find an agriculture specialist for that, right? :-)
Man... this is what disclosure policy is all about. A fine question, but relevant already with the Vega MCM. If it's half of Vega 56, it'll mine like a 1050 Ti (if not slightly better).
But does it make sense, i.e. will mining potential increase the price? Doubtful. Mining with GPUs makes sense because of how you can mitigate costs of other equipment (mobo, CPU, cases etc) and work (less systems and mining software to attend).
Even if Intel+Vega MCM offerts great hashrate, you still have to buy the whole package per each GPU.
Anyway, it will be interesting to see what Intel will bring to the GPU market.
It's not like they built foundries to make their smartphone production more independent from other companies. They simply have foundries - it's part of their business. They needed metal for their smartphones and it could simply turn out that their own supplier is the cheapest (or the only one around ;)).
At this point Samsung either makes something or is able to do it, but doesn't (because it's not profitable enough for their targets). And whatever they do is usually very good, often leading the market.
By comparison, Intel is still a simple semiconductor company. They've been trying new things lately to support growth, but it's all about electronics - they're not building ships or selling you insurance. They're not trying to make an AI car (unlike Apple) - they partner with car makers and supply the "brain". You're overestimating such articles' importance for the market. In short term there's practically zero significance and it would still be very tiny, if the text was in something mainstream like Financial Times.
In long term such texts have no measurable impact.
Also, I just don't see how any of this could be called "pissing on AMD's chips". You're taking all of this way to personally.