Yes, but I am worried AMD 's agreement with GF is holding them back. AMD right now is selling as many EPYC, Ryzen and Vega as they could produce. Since they brought back Polaris to GF, the capacity are now shared between both their GPU and CPU product line. It would make sense if AMD sell more EPYC and Ryzen CPU then Vega since those CPUs are have higher margin. But Vega also have much higher market volume due to Crypto mining.
Navi, the next gen modular GPU are going back to TSMC 7nm. But that is professional offering appeared to by the end of 2018, and consumer offering in 2019.
i.e There is a capacity limitation of how well AMD can do within the next 24 months. That is excluding AMD's APU launching soon which I think is going to be a big hit.
P.S - That is GF's Fab 8 20% capacity increase included. It is clear AMD is not the only one using Fab8, I wonder who are these other customer using 14nm in GF.
> But Vega also have much higher market volume due to Crypto mining.
Does it?
I'm genuinely interested in this as Vega appears to have high power usage requirements and less than spectacular mining results. I mean they're fine, but not the multiple of current cards that was rumoured before release. I owned a Vega 64 briefly, but sold it on as I didn't really want the noise or heat. And it still doesn't look like any real partner cards have been released, the lineup is all reference cards.
Have you seen any sales figures that would show the mining popularity of vega?
Navi, the next gen modular GPU are going back to TSMC 7nm. But that is professional offering appeared to by the end of 2018, and consumer offering in 2019.
i.e There is a capacity limitation of how well AMD can do within the next 24 months. That is excluding AMD's APU launching soon which I think is going to be a big hit.
P.S - That is GF's Fab 8 20% capacity increase included. It is clear AMD is not the only one using Fab8, I wonder who are these other customer using 14nm in GF.