AMD's Executive Vice President Rick Bergman in an interview with The Street shed some light on the company's future plans for Zen 4 and RDNA 3, even as we are still reeling from (or coming in to) Zen 3 and RDNA 2's launches. Speaking on RDNA 3, Rick Bergman mentioned the company's commitment to achieve the same 50% performance-per-watt increase they achieved with RDNA 2, and had some interesting takes on the matter of why this is actually one of the most important metrics:

Rick BergmanIt just matters so much in many ways, because if your power is too high -- as we've seen from our competitors -- suddenly our potential users have to buy bigger power supplies, very advanced cooling solutions. And in a lot of ways, very importantly, it actually drives the [bill of materials] of the board up substantially. This is a desktop perspective. And invariably, that either means the retail price comes up, or your GPU cost has to come down. We focused on that for RDNA 2. It's a big focus on RDNA 3 as well.

AMD late Tuesday released its Q2-2020 financial results, which saw the company rake in revenue of $1.93 billion for the quarter, and clock a 26 percent YoY revenue growth. In both its corporate presentation targeted at the financial analysts, and its post-results conference call, AMD revealed a handful interesting bits looking into the near future. Much of the focus of AMD's presentation was in reassuring investors that [unlike Intel] it is promising a stable and predictable roadmap, that nothing has changed on its roadmap, and that it intends to execute everything on time. "Over the past couple of quarters what we've seen is that they see our performance/capability. You can count on us for a consistent roadmap. Milan point important for us, will ensure it ships later this year. Already started engaging people on Zen4/5nm. We feel customers are very open. We feel well positioned," said president and CEO Dr Lisa Su.

For starters, there was yet another confirmation from the CEO that the company will launch the "Zen 3" CPU microarchitecture across both the consumer and data-center segments before year-end, which means both Ryzen and EPYC "Milan" products based on "Zen 3." Also confirmed was the introduction of the RDNA2 graphics architecture across consumer graphics segments, and the debut of the CDNA scalar compute architecture. The company started shipping semi-custom SoCs to both Microsoft and Sony, so they could manufacture their next-generation Xbox Series X and PlayStation 5 game consoles in volumes for the Holiday shopping season. Semi-custom shipments could contribute big to the company's Q3-2020 earnings. CDNA won't play a big role in 2020 for AMD, but there will be more opportunities for the datacenter GPU lineup in 2021, according to the company. CDNA2 debuts next year.

Several future AMD processor codenames across various computing segments surfaced courtesy of an Expreview leak that's largely aligned with information from Komachi Ensaka. It does not account for "Matisse Refresh" that's allegedly coming out in June-July as three gaming-focused Ryzen socket AM4 desktop processors; but roadmap from 2H-2020 going up to 2022 sees many codenames surface. To begin with, the second half of 2020 promises to be as action packed as last year's 7/7 mega launch. Over in the graphics business, the company is expected to debut its DirectX 12 Ultimate-compliant RDNA2 client graphics, and its first CDNA architecture-based compute accelerators. Much of the processor launch cycle is based around the new "Zen 3" microarchitecture.

The server platform debuting in the second half of 2020 is codenamed "Genesis SP3." This will be the final processor architecture for the SP3-class enterprise sockets, as it has DDR4 and PCI-Express gen 4.0 I/O. The EPYC server processor is codenamed "Milan," and combines "Zen 3" chiplets along with an sIOD. EPYC Embedded (FP6 package) processors are codenamed "Grey Hawk."

AMD is expected to support the next-generation DDR5 memory standard by 2022, according to a MyDrivers report citing industry sources. We are close to a change in memory standards, with the 5-year old DDR4 memory standard beginning a gradual phase out over the next 3 years. Leading DRAM manufacturers such as SK Hynix have already hinted mass-production of the next-generation DDR5 memory to commence within 2020. Much like with DDR4, Intel could be the first to market with processors that support it, likely with its "Sapphire Rapids" Xeon processors. AMD, on the other hand, could debut support for the standard only with its "Zen 4" microarchitecture slated for 2021 technology announcements, with 2022 availability.

AMD "Zen 4" will see a transition to a new silicon fabrication process, likely TSMC 5 nm-class. It will be an inflection point for the company from an I/O standpoint, as it sees the introduction of DDR5 memory support across enterprise and desktop platforms, LPDDR5 on the mobile platform, and PCI-Express gen 5.0 across the board. Besides a generational bandwidth doubling, PCIe gen 5.0 is expected to introduce several industry-standard features that help with hyper-scalability in the enterprise segment, benefiting compute clusters with multiple scalar processors, such as AMD's CDNA2. Intel introduced many of these features with its proprietary CXL interconnect. AMD's upcoming "Zen 3" microarchitecture, scheduled for within 2020 with market presence in 2021, is expected to stick with DDR4, LPDDR4x, and PCI-Express gen 4.0 standards. DDR5 will enable data-rates ranging between 3200 to 8400 MHz, densities such as single-rank 32 GB UDIMMs, and a few new physical-layer features such as same-bank refresh.

With Mainland Chinese tech giant Huawei being effectively cut off from contracting Taiwanese TSMC to manufacture its next-generation HiSilicon 5G mobile SoCs, and NVIDIA switching to Samsung for its next-generation GPUs, TSMC is looking to hold on to large high-volume customers besides Apple and Qualcomm, so as to not let them dictate pricing. AMD is at the receiving end of the newfound affection, with the semiconductor firm reportedly developing a new refinement of its 5 nm node specially for AMD, possibly to make Sunnyvale lock in on TSMC for its future chip architectures. A ChainNews report decoded by @chiakokhua sheds light on this development.

AMD is developing its "Zen 4" CPU microarchitecture for a 5 nm-class silicon fabrication node, although the company doesn't appear to have zeroed in on a node for its RDNA3 graphics architecture and CDNA2 scalar compute architecture. In its recent public reveal of the two, AMD chose not to specify the foundry node for the two, which come out roughly around the same time as "Zen 4." It wouldn't be far fetched to predict that AMD and TSMC were waiting on certainty for the new 5 nm-class node's development. There are no technical details of this new node. AMD's demand for TSMC is expected to be at least 20,000 12-inch wafers per month.

AMD's 4th generation EPYC line of enterprise processors, now into design stage, impressed the United States Department of Energy enough that it wants to deploy it in "El Capitan," a 2 ExaFLOP supercomputer that will be the world's most powerful, when it goes online around 2022. Codenamed "Genoa," 4th gen EPYC implements AMD's "Zen 4" microarchitecture. While AMD didn't get into too many details about it in its 2020 Financial Analyst Day address, there are a couple of details.

For starters, "Zen 4" continues on AMD's trajectory of adding IPC gains with each generation. Secondly, "Zen 4" will leverage the advanced 5 nm silicon fabrication process, which should significantly increase transistor densities over even the most advanced iterations of 7 nm, such as 7 nm EUV. "Zen 4" comes out roughly the same time as the RDNA3 and CDNA2 graphics architectures, and AMD's 3rd generation Infinity Fabric interconnect that enables exascale supercomputers thanks to coherent unified memory and vast shared memory pools between CPUs and compute GPUs. Elsewhere in the roadmap, we see AMD announcing that its upcoming "Zen 3" microarchitecture and its enterprise implementation, the EPYC "Milan" processor, will release only toward the end of 2020. This would give EPYC "Rome" close to 6 calendar quarters of market leadership.

AMD Financial Analyst Day presents an opportunity for AMD to talk straight with the finance industry about the company's current financial health, and a taste of what's to come. Guidance and product teasers made during this time are usually very accurate due to the nature of the audience. In this live blog, we will post information from the Financial Analyst Day 2020 as it unfolds.20:59 UTC: The event has started as of 1 PM PST. CEO Dr Lisa Su takes stage.

AMD has been on a roll in both consumer, professional, and exascale computing environments, and it has just snagged itself another hugely important contract. The US Department of Energy (DOE) has just announced the winners for their next-gen, exascale supercomputer that aims to be the world's fastest. Dubbed "El Capitan", the new supercomputer will be powered by AMD's next-gen EPYC Genoa processors (Zen 4 architecture) and Radeon GPUs. This is the first such exascale contract where AMD is the sole purveyor of both CPUs and GPUs, with AMD's other design win with EPYC in the Cray Shasta being paired with NVIDIA graphics cards.

El Capitan will be a $600 million investment to be deployed in late 2022 and operational in 2023. Undoubtedly, next-gen proposals from AMD, Intel and NVIDIA were presented, with AMD winning the shootout in a big way. While initially the DOE projected El Capitan to provide some 1.5 exaflops of computing power, it has now revised their performance goals to a pure 2 exaflop machine. El Capitan willl thus be ten times faster than the current leader of the supercomputing world, Summit.

AMD's "Zen 4" CPU microarchitecture is on track for a 2021 launch as its principal foundry partner, TSMC, is optimistic about early yields of its 5 nm silicon fabrication node. TSMC supports the 5 nm product roadmaps of not just AMD, but also Apple and HiSilicon. "Zen 4" is particularly important for AMD, as it will release its next enterprise platform, codenamed "Genoa," along with the new SP5 socket. The new socket will present AMD with the opportunity to significantly change the processor's I/O, such as support for a new memory standard, a new PCIe generation, more memory channels, more PCIe lanes, etc. As early as 2019, the foundry is seeing yields of over 50 percent for the 5 nm node (possibly risk production designed to test the node), which is very encouraging for its customers.

AMD's roadmap for 2020 sees the introduction of "Zen 3" on the 7 nm EUV process (dubbed 7 nm+). AMD recently commented that the performance uplift of "Zen 3" versus "Zen 2" will be "right in line with what you would expect from an entirely new architecture." The 7 nm EUV node provides a significant 20 percent increase in transistor-density compared to the current 7 nm DUV node "Zen 2" chiplets and the company's "Navi" family of GPUs are built on. "Zen 3" could see the company do away with the CCX (quad-core CPU complex), and make chiplets monolithic blocks of CPU cores without sub-divisions. For the client-segment, 5 is a recurring number in 2021. It will see the introduction of the 5th generation Ryzen processors (5000-series), built on the 5 nm process, supporting DDR5 memory, PCI-Express gen 5, and the new AM5 client-segment CPU socket.

AMD updated its technology roadmaps to reflect a 2020 launch window for its upcoming CPU and graphics architectures, "Zen 3" and RDNA2. The two will be based on 7 nm+ , which is AMD-speak for the 7 nanometer EUV silicon fabrication process at TSMC, that promises a significant 20 percent increase in transistor-densities, giving AMD high transistor budgets and more clock-speed headroom. The roadmap slides however hint that unlike the "Zen 2" and RDNA simultaneous launch on 7th July 2019, the next-generation launches may not be simultaneous.

The slide for CPU microarchitecture states that the design phase of "Zen 3" is complete, and that the microarchitecture team has already moved on to develop "Zen 4." This means AMD is now developing products that implement "Zen 3." On the other hand, RDNA2 is still in design phase. The crude x-axis on both slides that denotes year of expected shipping, too appears to suggest that "Zen 3" based products will precede RDNA2 based ones. "Zen 3" will be AMD's first response to Intel's "Comet Lake-S" or even "Ice Lake-S," if the latter comes to fruition before Computex 2020. In the run up to RDNA2, AMD will scale up RDNA a notch larger with the "Navi 12" silicon to compete with graphics cards based on NVIDIA's "TU104" silicon. "Zen 2" will receive product stack additions in the form of a new 16-core Ryzen 9-series chip later this month, and the 3rd generation Ryzen Threadripper family.

AMD in its 2nd generation EPYC processor launch event announced that it has completed the design phase of its next-generation "Zen 3" CPU microarchitecture, and is currently working on its successor, the "Zen 4." AMD debuted its "Zen 2" microarchitecture with the client-segment 3rd generation Ryzen desktop processor family, it made its enterprise debut with the 2nd generation EPYC. This is the first x86 CPU microarchitecture designed for the 7 nanometer silicon fabrication process, and is being built on a 7 nm DUV (deep ultraviolet) node at TSMC. It brings about double-digit percentage IPC improvements over "Zen+."

The "Zen 3" microarchitecture is designed for the next big process technology change within 7 nm, EUV (extreme ultraviolet), which allows significant increases in transistor densities, and could facilitate big improvements in energy-efficiency that could be leveraged to increase clock-speeds and performance. It could also feature new ISA instruction-sets. With "Zen 3" passing design phase, AMD will work on prototyping and testing it. The first "Zen 3" products could debut in 2020. "Zen 4" is being designed for a different era.

AMD invited TechPowerUp to their launch event and editor's day coverage of Zen 2 EPYC processors based on the 7 nm process. The event was a day-long affair which included product demos and tours, and capped off with an official launch presentation which we are able to share with you live as the event goes on. Zen 2 with the Ryzen 3000-series processors ushered in a lot of excitement, and for good reason too as our own reviews show, but questions remained on how the platform would scale to the other end of the market. We already knew, for example, that AMD secured many contracts based on their first-generation EPYC processors, and no doubt the IPC increase and expected increased core count would cause similar, if not higher, interest here. We also expect to know shortly about the various SKUs and pricing involved, and also if AMD wants to shed more light on the future of the Threadripper processor family. Read below, and continue past the break, for our live coverage.21:00 UTC: Lisa Su is on the stage at the Palace of Fine Arts events venue in San Francisco to present AMD's latest developments on EPYC for datacenters, using the Zen 2 microarchitecture.21:10 UTC: AMD focuses not just on delivering a single chip, but it's goal is to deliver a complete solution for the enterprise.