Last week, the ASUS motherboard manual information shows that AMD may bring a thread tear processor with 3D V-Cache; it is estimated that the output of the overall DRAM industrial level in 2025 will increase annually%; AMDs income in the field of data center surpasses ; AMDs revenue in the data center field has surpassed Intel.
AMD lower generation thread tear or X3D version of the ASUS motherboard explanation reverie /p>
According to the latest news, ASUS provides a choice for the WRX90 "STR5" motherboard designed by Threadripper 7000 series, which can manually cover or disable the 3D V-Cache chip.This means that AMD may bring a thread tear processor with 3D V-Cache.Some readers have a settings called "3D V-Cache" in the description document of ASUS PRO WS WRX90E-SAGE SE motherboard.Combined with foreign media analysis, content description and configuration options, this function is used to completely or disable 3D V-Cache chips according to the number of stacks.It is worth noting that the AMD GenoA-X series server motherboard also has similar settings, allowing users to disable additional caches.
But the existence of this setting cannot confirm the Threadripper 9000 "Shimadapeak" processor of AMDs Threadripper 9000 "SHIMADAPEAK" processor.Because the Zen 5 architecture has not made major changes, the next -generation Threadripper CPU should be able to insert on the existing STR5 socket, and it will not change the new slot like the desktop end.However, it is unclear when the new thread tear processor will be released, which may be released in the second half of next year.
Fresh Spicy Cool Comment: AMD, dont you want to fight anymore, Intel will be killed by you!
TrendForce: It is expectedThe latest survey report indicates that the DRAM industry has been weakened in the fourth quarter after the inventory and price recovery of the DRAM industry in the first three quarters of 2024.TRENDFORCE Jibang Consulting stated that because some suppliers launched a new capacity planning plan after profit this year, it is estimated that the overall DRAM industry level output in 2025 will increase by 25%annually, the growth rate is larger than in 2024.TRENDFORCE Jibang Consulting said that the DRAM industry structure is becoming more and more complicated. In addition to the existing PC, Server, Mobile, Graphics, and Consumer DRAM, the HBM categories are added.Among the original DRAM original factory, SK Hynix (SK Hynix) has made great profit margins due to HBM products, and the largest increase in production capacity in 2025.It is estimated that the overall DRAM industry level output will increase by 25%in 2025.Thanks to AI demand, HBM has become an important driving force for the DRAM industry.
In addition, the output of general DRAM bit in 2025 is expected to increase by 20%year; only the three original Conventional DRAMThe output of the position is expected to increase by 15%next year, which is a low water level in the situation over the years.Generally speaking, the general DRAM contains DDR5, DDR4, LPDDR4, LPDDR5, Graphics and Consumer DRAM.TRENDFORCE Jibang Consulting pointed out that in 2025, the overall DRAM industry is sufficient. If demand is not as expected, suppliers are prone to price decline pressure.Among them, the price pressure of the two products of LPDDR4X and DDR4 will be much higher than other categories.In addition, HBM supply next year will continue to eat tightly, and the situation in HBM3E will be the worst.
Fresh and Spicy Cool Comment: At present, domestic alternative development in the memory field is developing rapidly. It is believed that the future memory market price is expected to further decrease with the rise of output.
History for the first time!AMD data center business revenue surpassed Intel
Previously, Intel AMD recently announced the third quarter of this years financial report, showing the state of ice and fire.After analyzing the financial report, Semianalysis found that AMDs income in the field of data center has surpassed Intel.This is indeed a surprising result. Previously, Intel has been leading the data center market for a long time, and now the financial report released by AMD in this field is higher than that of Intel, proving that the market chooses is tilting towards AMD.
According to data released by Semianalysis, AMDs data center revenue in the third quarter of 2024 reached 3.549 billion US dollars, slightly higher than Intels 33$ 100 million.Data center income includes server processors and its corresponding AI product portfolios. Although AMD has dominated in the AI field, it seems that Intel seems a little tired in the server field.The AMD EPYC processor product line has better performance and cost -effectiveness, but the industry seems to be more inclined to buy AMD products.
On the other hand, Intel has experienced the overall business decline, which has led to the decline in income from various business departments, especially artificial intelligence departments.Intel has not achieved a $ 500 million GAUDI AI sales, which is a worrying situation for the company.Their competitors AMD and NVIDIA are moving towards the goal of billions of dollars in turnover.Not only did the performance in the field of artificial intelligence declined, but data center income data also showed that they were losing their advantages in this field.
Fresh and Spicy Cool Comment: In fact, the development of the calculation card business of AMD is much better than IntelDisappear.
Intel Core Ultra 9 285h running points to appear compared to the previous generation improvement
Intel for mainstream mobile productsArrow Lake-H/HX is expected to be officially unveiled at CES 2025 early next year.Last week, Core Ultra 9 285H, which is a labeling flagship product, has appeared in the GeekBench 6 test database, which brings specifications and performance previews.The database shows that the tested product is from Dells Dell Pro Max 16 MC16250 laptop with a memory with 64GB DDR5-6400.In terms of chip specifications, the Core Ultra9285H is designed with 16 cores and 16 threads, including 6 P-Core and 10 E-CORE, with a basic frequency of 3.70GHz and a maximum frequency of 5.4GHz. It provides 24MB cache pool.At present, the ARROW LAKE mobile terminal does not support overliner design, but it has better performance in frequency.
In terms of test results, Core Ultra 9 285Hs single-core test score is 2665 points, and the multi-core test score is 15,330.In contrast, the scores of Ultra 9 185H are 2241 points and 11948 points, and the single -core performance improves by 18%, and the multi -core performance improvement has reached 28%. The overall performance improvement is still very obvious.Compared with its Ryzen AI 9 HX 370, Ultra 9 285h is slightly behind in terms of single -core performance, but multi -threaded performance is faster.However, this processor has not yet been released, and it is expected to bring further performance optimization after the official release.
Fresh Spicy Cool Comment: This generation of power consumption is significantly reduced, and there will be better performance on the mobile terminal.Essence
