AMD zamenja ponudnike za Vega 20 GPU-je na 7nm, HBM2 Packaging za Vega 11



AMD's RX Vega supply has seen exceedingly limited quantities available since launch. This has been due to a number of reasons, though the two foremost that have been reported are: increased demand from cryptocurrency miners, who are looking towards maximizing their single node hashrate density through Vega's promising mining capabilities; and yield issues with AMD's Vega 10 HBM2 packaging partner, Advanced Semiconductor Engineering (ASE). It's expected that chip yield for Vega 10 is also lower per se, due to it having a 484 mm² die, which is more prone to defects than a smaller one, thus reducing the amount of fully-enabled GPUs.

AMD-jev produkcijski partner GlobalFoundries je bil zgodovinsko v središču preudarkov glede AMD-ovih težav z donosom. Da GlobalFoundries na videz dobro dela z Ryzenom, morda ni veliko reči: ti čipi imajo neverjetno majhne velikosti matrice (192 mm²) za njihovo število jeder. Zdi se, da Global Foundries ima težave le s povečanimi velikostmi in zapletenostjo matric (kar je žal za AMD, kjer je to najpomembnejše).

Zaradi teh dejavnikov se zdi, da AMD želi spremeniti proizvajalca tako glede težav z donosom čipov kot tudi zaradi težav z embalažo. Podjetje ASE, ki je avgusta zabeležilo 10-odstotno povečanje prihodka (ne naključno mesec, ki je doživel AMD-jevo izdajo RX Vega), je po poročanju Siliconware Precision Industries (SPIL) odgovorno za veliko manjše število naročil za embalažo. ), ki je že prevzel nekaj naročil embalaže Vega 10, ki je bil tisti, ki je prejel večino naročil Vega 11. Vega 11 naj bi bila glavna različica arhitekture Vega, ki bo nadomestila Polarisovo serijo RX 500. Poroča, da je Vega 11 vključil pomnilnik HBM2 v svojo zasnovo namesto GDDR5 pomnilnika. Glede na zgodovino AMD-jevega spomina HBM s prvotno Fury in zdaj RX Vego ter precej povečane stroške implementacije HBM2 v primerjavi z običajnejšim podsistemom GDDR, si ta urednik pridržuje pravico, da je skrajno skeptičen, da je to res. Če je res res, in Vega 11 resnično vnaša pomnilnik HBM2 na glavni GPU trg, potem ... Govorili bomo, ko (če) pridemo tja.

As to its die yield issues, AMD is reported to be changing their main supplier for their 7 nm AI-geared Vega 20 from GlobalFoundries to Taiwan Semiconductor Manufacturing Company (TSMC), who has already secured orders for AI chips from NVIDIA and Google. TSMC's 7nm and CoWoS (chip-on-wafer-on-substrate) capabilities have apparently proven themselves enough for AMD to change manufacturers. How this will affect AMD and GlobalFoundries' Wafer Agreement remains to be seen, but we expect AMD will be letting go of some additional payments GlobalFoundries' way. Sources: DigiTimes on Vega 11, DigiTimes ASE, DigiTimes on vega Shortages