Hassam Nasir Social Links Navigation Contributing Writer Hassam Nasir is a die-hard hardware enthusiast with years of experience as a tech editor and writer, focusing on detailed CPU comparisons and general hardware news. When he’s not working, you’ll find him bending tubes for his ever-evolving custom water-loop gaming rig or benchmarking the latest CPUs and GPUs just for fun.
thestryker This is a seemingly odd move given the volume the lower SKUs sell. That means no intermediate socket for DMR at all. I don't see how ceding the volume market makes for a good business decision as companies buying in this area aren't suddenly going to be able to double or triple CPU budgets. This also limits multi-socket capability which has been Intel's biggest platform advantage. About the only thing that makes sense to me is that perhaps Intel is using Coyote Cove as the basis for a new Xeon which will be coming sooner rather than later. The whole Xeon line has been a mess since AMD brought 64 cores to the table and has maintained core count superiority until GNR/Turin (Zen 5 being superior to Redwood Cove). Making that market wait even longer for a true architecture improvement seems like bad business. Reply
User of Computers thestryker said: This is a seemingly odd move given the volume the lower SKUs sell. That means no intermediate socket for DMR at all. I don't see how ceding the volume market makes for a good business decision as companies buying in this area aren't suddenly going to be able to double or triple CPU budgets. This also limits multi-socket capability which has been Intel's biggest platform advantage. About the only thing that makes sense to me is that perhaps Intel is using Coyote Cove as the basis for a new Xeon which will be coming sooner rather than later. The whole Xeon line has been a mess since AMD brought 64 cores to the table and has maintained core count superiority until GNR/Turin (Zen 5 being superior to Redwood Cove). Making that market wait even longer for a true architecture improvement seems like bad business. From what I have heard (unconfirmed obvs), Intel is instead pulling the next generation up by a couple quarters or so. Reply
ashinms It's been a long time since I was exited about hardware. This is just what the doctor ordered. Reply
thestryker User of Computers said: From what I have heard (unconfirmed obvs), Intel is instead pulling the next generation up by a couple quarters or so. This is definitely the only thing that makes sense to me to fill that higher volume gap. Reply
bit_user ashinms said: It's been a long time since I was exited about hardware. This is just what the doctor ordered. I assume you're talking about 16-channel Diamond Rapids (and also AMD Venice), rather than the cancellation? I think the past decade has been pretty fascinating, with the rise of chiplets, massive core-scaling, new I/O interconnects, HBM & other memory tech, wider vector & matrix instructions, E/C-core server CPUs, and hybrid CPU/GPU processors from both AMD and Nvidia. Also, ARM coming onto the scene. It's too bad I only get to read about most of that stuff. Reply
ashinms bit_user said: I assume you're talking about 16-channel Diamond Rapids (and also AMD Venice), rather than the cancellation? I think the past decade has been pretty fascinating, with the rise of chiplets, massive core-scaling, new I/O interconnects, HBM & other memory tech, wider vector & matrix instructions, E/C-core server CPUs, and hybrid CPU/GPU processors from both AMD and Nvidia. Also, ARM coming onto the scene. It's too bad I only get to read about most of that stuff. Yes. The 16 channel server parts. I have to say that the last decade was hell on earth for me. I remember something about AMD announcing this new Zen thing and then waking up missing teeth and divorced. I just want Bulldozer being garbage to be the worst thing in my life again. Reply
ashinms bit_user said: I assume you're talking about 16-channel Diamond Rapids (and also AMD Venice), rather than the cancellation? I think the past decade has been pretty fascinating, with the rise of chiplets, massive core-scaling, new I/O interconnects, HBM & other memory tech, wider vector & matrix instructions, E/C-core server CPUs, and hybrid CPU/GPU processors from both AMD and Nvidia. Also, ARM coming onto the scene. It's too bad I only get to read about most of that stuff. I'm sorry. I just re-activated this account after well over a decade of inactivity and I'm feeling nostalgic. Reply
bit_user ashinms said: I'm sorry. I just re-activated this account after well over a decade of inactivity and I'm feeling nostalgic. Sorry to hear about your misfortunes, but at least this small corner of the internet is somewhere you can simply geek out about computers. Here's an overview of Intel's upcoming Panther Lake laptop CPUs: https://www.tomshardware.com/pc-components/cpus/intel-takes-the-wraps-off-panther-lake-first-18a-client-processor-brings-the-best-of-lunar-lake-and-arrow-lake-together-in-one-package Here's an overview of Intel's current flagship desktop CPUs: https://www.tomshardware.com/pc-components/cpus/intel-launches-arrow-lake-core-ultra-200s-big-gains-in-productivity-and-power-efficiency-but-not-in-gaming Here's a corresponding one for Ryzen 9000 and its Zen 5 cores: https://www.tomshardware.com/pc-components/cpus/amd-deep-dives-zen-5-ryzen-9000-and-strix-point-cpu-rdna-35-gpu-and-xdna-2-architectures I can also dig up links to the latest GPU architecture overviews, if you're interested. If that sort of stuff is up your alley, you might want to check out this site for even more in-depth CPU and GPU analysis: https://chipsandcheese.com/ Reply
Key considerations
- Investor positioning can change fast
- Volatility remains possible near catalysts
- Macro rates and liquidity can dominate flows
Reference reading
- https://www.tomshardware.com/pc-components/cpus/SPONSORED_LINK_URL
- https://www.tomshardware.com/pc-components/cpus/intel-cancels-part-of-its-next-gen-diamond-rapids-xeon-lineup-report-claims-xeon-7-will-drop-models-with-8-memory-dimms-to-focus-only-on-16-channel-cpus-for-extra-memory-throughput#main
- https://www.tomshardware.com
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- Apple and Broadcom job listings suggest potential Intel Foundry collaborations — requirements highlight expertise in Intel's EMIB and 2.5D memory packaging tech
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Informational only. No financial advice. Do your own research.