AMD will unveil EPYC Genoa server processors on the evening of November 10

AMD will unveil next-generation EPYC server processors on the evening of November 10.
The company officially announced this on its website.
The manufacturer did not indicate which series the new chips will belong to, but it is very likely that we are talking about EPYC Genoa processors.Image source: AMDIt is currently known that EPYC Genoa processors will be able to offer up to 96 physical cores on the Zen 4 architecture with support for up to 192 virtual threads.
AMD is going to release a wide range of chips with different numbers of cores.
The minimum is unknown, so let's just note that the current EPYC Milan series includes models with the number of cores from 8 to 64.
We also know from leaks that EPYC Genoa processors will get 1 Mbyte of L2 cache per each core.
L1 cache size is 32 Kbytes for instructions and data, L3 cache size - 4 Mbytes per each core.
New processors will be launched together with new AMD Socket SP5 platform (LGA 6096).
The new processor socket will support 12-channel DDR5 RAM controller and PCIe 5.0 interface.AMD will present new EPYC processors during live broadcast starting at 20:00 PM Moscow time on November 10.
You will be able to watch it on AMD website or on official AMD YouTube channel.

Investors valued the business of Chinese AMD clone maker EPYC at $20.7 billion

To a wide audience, China-based Hygon Information Technology is known for its ill-fated partnership with AMD, which began shortly after Lisa Su took over as CEO, but ended in 2019 after tightening US export control rules.
This week, Hygon stock went public in Shanghai, valuing the company's business at $20.7 billion.Image source: Hygon Information TechnologyFactually, as the Nikkei Asian Review explains, Hygon Information Technology's initial public offering was priced 94 percent higher than estimated, indicating investor confidence in the company's continued business growth.
This developer of central processors and gas pedals for machine learning systems was founded in 2014, the company's development and research spending reaches 70% of its rather modest revenue, which did not exceed $341 million last year.It cannot be ruled out that access to capital in the stock market will allow Hygon to open a new stage in the company's development.
Until 2019, it had access to the technological capacities of TSMC and GlobalFoundries, as it received from them licensed clones of AMD EPYC and Ryzen first-generation processors with the encryption block modified to Chinese national standards.
Later, the U.S.
sanctions limited the ability of Hygon to produce these processors, forcing the company to focus on its own developments.
Investors are likely to be looking at the prospects of increased state investment in the semiconductor sector of the PRC economy, since now it covers only 20% of the national market demand for components, which is far from the target.

AMD's consumer CPU and GPU sales will drop 6-7% in 2023, but consoles and EPYC will make up for it

Few industry analysts are under illusions about PC market dynamics in the coming months.
Gartner predicts a 9.5% year-over-year decline in PC sales, a view shared by Micron Technology, so it's not surprising to see moderately pessimistic estimates about AMD's business in the customer segment.
Profile revenue of the company next year could decline by $675 million, according to experts Northland Capital Markets.Image source: AMDExcerpts from the analytical note published by the resource Seeking Alpha.
According to the authors of the forecast, AMD next year will reduce the sales of central processors in the client segment by 6%, and graphics - by 7% in value terms.
On the one hand, the consumer demand will be affected by macroeconomic factors and the saturation effect after two pandemic years of rapid growth.
On the other hand, the video card market could be impacted by lower demand from miners.
In the aggregate, AMD revenue in the client segment next year could decline by $675 million.For the company's income as a whole, it will not be a serious loss, because revenue from sales of components for Microsoft and Sony gaming consoles should increase by $400 million from the previous forecast of $740 million.
Thus, the supply of these components will bring AMD at least $1.14 billion next year.
By the way, the company's management has already noted that next year should be a peak year for the current generation of gaming consoles.
Both forecasts are in line with industry trends, as the Xbox Series X/S and PlayStation 5 game consoles will enter the third year of their life cycle.The merger with Xilinx, which has already taken place, will have a negative impact on AMD's business next year, as that brand's FPGAs will reduce profile revenue by 6%.
At the same time, the expansion of EPYC processors in the server segment will be so successful that the growth of revenue by 55% to an impressive $3.1 billion will cover all possible failures in other areas of business.

AMD is capable of capturing up to 40% of the server processor market, JPMorgan analysts believe

When AMD first brought first-generation EYC processors to market, it set fairly modest market share goals: up to 5%-6% by the end of 2018 and more than 10% in the next year and a half.
Having surpassed these milestones, it declined to forecast further, but did not rule out beating the historical record, which corresponded to 26% of the market in the middle of the first decade of this century.Image source: AMDExperts at JPMorgan after interviewing executives of companies that are major AMD customers in the server segment, took the liberty to say that this year it managed to take 20% of the server processor market, and it will only take a few years to double that share.
At least in the short term, AMD can safely count on a share of 30%, according to experts.They also added that in the previous two years, revenue from AMD server processors has quadrupled, and only for the previous year it increased by 120%.
The appearance on the market after the fourth quarter of this year's new EPYC Genoa generation processors will further strengthen AMD's position, because Intel is still having difficulty increasing the mass supply of competing processors Sapphire Rapids.
The accession of Xilinx and Pensando to AMD only increases the former's chances of success, as JPMorgan experts summarize.

Chinese electric car maker NIO resented the actions of AMD, which announced the cooperation

The transition of the dynamic Chinese electric car maker NIO to the server systems based on AMD EPYC generation Milan processors this week was referred by the Chinese representative office of AMD to the achievements of the company itself.
At the same time representatives of the automaker a couple of days later rebuked AMD, claiming the illegality of its use of this fact for advertising.Image source: CnEVPost explains with reference to the director of corporate relations NIO Ma Lin (Ma Lin), the company is not working with AMD and does not discuss such a possibility.
In addition, NIO has not given AMD's Chinese representative office the right to use such information for promotional purposes.
As explained by the representative of the automaker, as a result of the appeal to the Chinese representative AMD of the latter company has agreed to remove the press release from its website, but at the same time left a video on its page in Weibo, which talks about the cooperation between the two companies.
NIO representatives insist on the removal of this video, which has already gathered over a million views.In fact, as explained by NIO's director of corporate affairs, the company purchased third-party server systems that contained AMD processors, but the deal was formalized without the direct participation of the latter company.
Nevertheless, the Chinese representative office of AMD used the fact of the deal purely in its own interests, reporting on direct cooperation with NIO, which irritated the representatives of the latter.

AMD Zen 4 processors will have twice as much L2 cache as their predecessors

A fresh leak from the Geekbench synthetic test database indicates that AMD's Zen 4 server processors will get 1 Mbyte of L2 cache per core. This is confirmed by tests of an engineering sample of one of the EPYC Genoa series processors. Since AMD Ryzen desktop processors are made up of the same chipsets as the EPYC server chips, the presence of doubled L2 cache memory will probably be true for the Ryzen 7000 models on Zen 4 as well.

The aforementioned Genoa series chip with OPN number 100-000000479-13 has 32 physical cores on board with support for 64 virtual threads, and runs at a base frequency of 1.2 GHz. Considering that this is a very early engineering sample, it's safe to assume that the market version of the processor will have a much higher frequency. According to Geekbench data, the tested chip has one megabyte of L2 cache per core, which is twice the size of Naples, Rome and Milan series EPYC processors. At the same time the new chip has 32 Mbytes of L3 cache per chip compared to the same Milan series processor (CCX unit with 8 cores). But since Genoa series processors will be able to offer up to 96 physical cores, the total L3 cache volume will in any case be higher than that of their predecessors. The only exception will be the newer EPYC Milan-X chips, with 3D V-Cache technology, which triples the cache size. It should be recalled that EPYC 7004 (Genoa) processors will be manufactured according to the 5-nm process technology. They will be the first AMD server processors, which will support DDR5 RAM, as well as PCIe 5.0 interface. According to AMD, these chips should go on sale this year. The company's partners are already receiving samples for testing.

Pre-production samples of AMD EPYC 7773X (Milan-X) chips are already on sale in China for only $2800

Late test samples (Qualification Samples, QS) of AMD EPYC 7773X processors have been found on Chinese Taobao marketplace, they are being offered for $2 823.97, which is almost 4 times cheaper than the official retail price.

AMD announced EPYC Milan-X series server processors with 3D V-Cache technology last November. The company didn't specify an exact release date for the Milan-X chips, only saying that they will be available in Q1 2022 - apparently, that's why the late test samples have already leaked onto the market. Milan-X processors are based on the same Zen 3 cores and the same 7nm process technology as the Milan chips. The flagship EPYC 7773X from China boasts 64 cores, 128 threads and 768 Mbytes of L3 cache due to 3D V-Cache technology. It has a TDP of 280W with a base clock frequency of 2.2GHz and a peak clock frequency of 3.5GHz. Back in August one of the biggest B2B retailers published the price of this processor on its website, and it was an impressive $10 746,99. It's not surprising that the Taobao seller is asking just over a quarter of the price for a pre-production EPYC 7773X. It's not quite legal to sell such kind of products, and the specifications of the prototype presented on the site don't match the final ones: the base clock frequency is 2.1 GHz, which is 100 MHz less than the manufacturer's one, and there's no information about the peak clock frequency. The Milan-X processors will not require a motherboard upgrade and will fit into the same SP3 socket as the Milan. But it is possible that a firmware upgrade will be required.

AMD EPYC-based HPE servers hacked to mine Raptoreum cryptocurrency

Unknown attackers took advantage of a vulnerability in the Log4J library to hack AMD EPYC processor-based servers and mine the CPU cryptocurrency Raptoreum on these resources. As a result, the hash rate of the entire Raptoreum network doubled for as long as the machines were taken offline.

The Log4J library vulnerability received the highest rating because it requires no physical access and allows attackers to establish connections, download data, or run arbitrary code on the underlying machine. HPE servers based on AMD EPYC were chosen as a target for a reason: Raptoreum cryptocurrency runs on Proof-Of-Work (PoW) model, and its GhostRider algorithm is optimized for CPUs and is resistant to ASIC systems. The most popular for Raptoreum mining are 12-core AMD Ryzen 9 5900X and 16-core 5950X & ; both have 64 MB of L3 cache, AMD EPYC Milan processors on Zen 3 architecture have twice as much & ; 128 MB (Milan-X has 768 MB). Raptoreum developers discovered an abnormal burst of hash rate on the network on December 9. The number of machines on the network was growing at an even pace, and performance dramatically doubled from 200 Mhash/s to 400 Mhash/s. The hack was discovered late: the compromised machines were taken offline only on December 17. During this time, hackers received approximately 3.4 million Raptoreum tokens, which were valued at $110 thousand as of December 21. Subsequently, 1.5 million tokens of this number were sold on the CoinEx crypto exchange. The rest of the assets remained in the wallet & ; probably, the attackers are waiting for the rise in cryptocurrency prices.