Quote from: Spunjji on February 23, 2021, 14:23:44
At this point it looks like pricing and availability will be the big deciders between these platforms (for anyone who doesn't care about power draw / heat output, that is).
I have a suspicion that Intel will look to match AMD's pricing, in the hope that greater availability and brand loyalty keeps their sales ticking over Alder Lake shows up.
I was actually going to comment that Rocket Lake needs 13% higher boost clocks than Zen 3 to basically match it in single core performance, while still lagging behind in multi-core performance (by quite a lot) and requiring a lot of power to do all this.
As for availability... yes, I would tend to agree that this will probably (largely) determine how things unfold.
TSMC has been stuck with production due to ABF substrate shortages (which are industry-wide and were caused by automotive industry and pandemic)... it doesn't have an issue with capacity (as far as AMD needs go), and things are even better now that Apple decided to move onto 5nm (which freed up 7nm EUV for AMD's upcoming Zen 3+ and RDNA 3).
On the other hand, the supply of Zen 3 chips is marginally better in western Europe.
Also, AMD did agree to recently acquire Xilinx (which is producing its own integrated circuits - aka ABF substrates)... however, that deal is supposed to finalize by the end of this year if I'm not mistaken and it will probably give AMD a huge boost in the data-center segment.
Its possible AMD might also use Xilinx to produce ABF substrates for its consumer line of CPU's and GPU's... which will in turn help bypass (or at least, heavily alleviate) future industry shortages.
In the meantime, industry shortages may continue for everyone until the manufacturers manage to adapt to the current situation.
Intel is in a marginally better position due to already having its own manufacturing facilities... however, they ARE on an ageing process node and the inefficiencies they are encountering might work against them.
Furthermore, Intel delayed their 7nm yet again... so its not going to show face until next year (which is probably when AMD will switch to 5nm on TSMC).
I just hope AMD can make use of Xilinx for allocating ABF substrates to TSMC and increase production of their own chips (cpu's and GPU's... and of course, data center processors).