AMD Could Enter ARM Market with Sound Wave APU Built on TSMC 3nm Process

232 pointsposted 13 hours ago
by walterbell

167 Comments

stevefan1999

10 hours ago

Legendary Chip Architect, Jim Keller, Says AMD ‘Stupidly Cancelled’ K12 ARM CPU Project After He Left The Company: https://wccftech.com/legendary-chip-architect-jim-keller-say...

Could be a revival but for different purposes

doikor

2 hours ago

I don't think AMD had the money to properly execute on both Zen and this K12 ARM chip. So they chose the more safer bet of Zen which seems to have worked out really well for them.

high_na_euv

7 hours ago

Funny how some of his projects got cancelled like K12 at AMD or Royal Core at INTC and people always act like that was terrible decision, yet AMD is up like 100x on stock market and INTC... times gonna tell

StopDisinfo910

4 hours ago

Seems completely uncorrelated with what is discussed especially considering Intel didn’t enter the ARM market either.

Would make much more sense to compare with Qualcomm trajectory here as they dominate the high end ARM SoC market.

Basically AMD missed the opportunity to be first mover on a market which is now huge with a project Apple proved to be viable three years after the planned AMD release. Any way you look at it, it seems like a major miss.

The fact that other good decisions in other segments were made at the same time doesn’t change that.

kokada

4 hours ago

> Basically AMD missed the opportunity to be first mover on a market which is now huge with a project Apple proved to be viable three years after the planned AMD release. Any way you look at it, it seems like a major miss.

I don't think this is a fair position. It could as well be that focusing in K12 would have delayed Zen, maybe delaying it enough that it could have become irrelevant by the time it got to market.

Remember that while Zen was a good CPU, the only reason it made as much impact as it did was because it also was released in a good time (when Intel was stumbling with 10nm and releasing Skylake refresh after Skylake refresh).

jonbiggums22

3 hours ago

AMD was a pretty stripped down company at that point. They'd bet it all on Zen so when it got a foothold it made sense to double down on it until they could recover.

The thing about being broke is you may know about good opportunities but not have the resources to actually make use of them.

wing-_-nuts

2 hours ago

>Basically AMD missed the opportunity to be first mover on a market which is now huge with a project Apple proved to be viable three years after the planned AMD release. Any way you look at it, it seems like a major miss.

No man, apple basically had the power to frog march it's app devs to a new cpu arch. That absolutely would not have happened in the windows ecosystem given the amount of legacy apps and (arguably more importantly) games. For proof of this you need look no further than Itanium and windows arm

LeFantome

an hour ago

Even moreso their hardware buyers.

If most Intel hardware makers had gone full ARM, they would simply have lost market share. Apple customers are going to buy Apple hardware—whatever it has inside.

But of course Apple controls not just the hardware but the OS. So ya, if only Apple hardware will run your application, you are going to port to that hardware.

Apple has a massive advantage in these transitions for sure.

GeekyBear

an hour ago

> apple basically had the power to frog march it's app devs to a new cpu arch

Microsoft's ARM transition execution has been poor.

Apple's Rosetta worked on day one.

Microsoft's Prism still has some issues, but at release its compatibility with legacy x86 software was abysmal.

Apple's first party apps and developer IDE had ARM versions ready to go on day one.

Not so for Microsoft.

Apple released early Dev Kit hardware before the retail hardware was ready to go (at very low cost).

Microsoft did not.

lII1lIlI11ll

2 hours ago

Apple and Qualcomm _have_ to use Arm ISA because they don't have x86 license. Apple would have likely stayed on x86 if they could use it in their in-house designs. Intel wouldn't issue x86 license to Qualcomm or Apple, of course.

LeFantome

42 minutes ago

If Intel would have licensed x86 for use in Apple’s own finished computers, Intel would be in a way better position. Foolish not just to lose that customer but also to legitimize ARM as a desktop and high-end option.

I think Apple would have switched anyway though. They designed Apple Silicon for their mobile devices first (iPhone, iPad) which I doubt they would have made x86. The laptops and desktops are the same ISA as the iPhone (strategically).

high_na_euv

4 hours ago

Apple has way stronger leverage than AMD when it comes to forcing "new standards" lets say.

AMD cannot go and tell its customers "hey we are changing ISA, go adjust.". Their customers would run to Intel.

Apple could do that and forced its laptops to use it. Developers couldnt afford losing those users, so they adjusted.

pier25

an hour ago

> Their customers would run to Intel.

Data centers and hosting companies are probably the biggest customers buying AMD CPUs, no?

If those companies could lower their energy and cooling costs that could be a strong incentive to offer ARM servers.

high_na_euv

3 minutes ago

What kind of difference we are talking about?

1% 3% 6% 10% 30%?

StopDisinfo910

4 hours ago

It’s a chicken and egg problem.

Nobody supports the new ISA because there is no SoC and nobody makes the new SoC because there is no support. But in this case, that’s not really true because Linux support was ready.

More than forcing volumes, Apple proved it was worth it because the efficiency gains were huge. If AMD had release a SoC with numbers close to the M1 before Apple targeting the server market, they had a very good shot at it being a success and leveraging that to success in the laptop markets where Microsoft would have loved to have a partner ready to fight Apple and had to wait for Qualcomm for ages.

Anyway, I stand that looking at how the stock moved tells us nothing about if the cancellation was a good or a bad decision.

high_na_euv

4 hours ago

>More than forcing volumes, Apple proved it was worth it because the efficiency gains were huge. If AMD had release a SoC with numbers close to the M1 before Apple targeting the server market, they had a very good shot at it being a success and leveraging that to success in the laptop markets where Microsoft would have loved to have a partner ready to fight Apple and had to wait for Qualcomm for ages.

Apple proved that creating your own high end consumer SoC was doable and viable idea due to TSMC and could result in better chips due to designing them around your needs.

And which ISA they could use? X86? Hard to say, probably no. So they had RISCV and ARM

Also about Windows...

If PantherLake on 18A actually performs as good as expected, then why would anyone move to ARM on Windows when viable energy eff. cpus like lnl and ptl are available

StopDisinfo910

3 hours ago

> If PantherLake on 18A actually performs as good as expected, then why would anyone move to ARM on Windows when viable energy eff. cpus like lnl and ptl are available

Well yes, exactly, that’s the issue with arriving 10 years later instead of being first mover. The rest of the world doesn’t remain unmoving.

nottorp

3 hours ago

> Apple proved it was worth it because the efficiency gains were huge

Thing is, those efficiency gains are both in hardware and software.

Will a Linux laptop running the new AMD SoC use 5 W while browsing HN like this M3 pro does?

spookie

31 minutes ago

Steam Deck does about 8w.

andy_ppp

29 minutes ago

Except they literally did exactly that with x86-64 so I’m confused by your comment.

high_na_euv

a minute ago

Isn't x86 64 backward compatible, so that's fine?

daemin

4 hours ago

Intel specifically exited the general-purpose ARM market back about 20 years ago when it sold its XScale division to Marvell. I believe it kept making the ARM chips for use in network controllers and other specific purpose chips.

StopDisinfo910

4 hours ago

Intel failed to anticipate the smartphone revolution despite RIM being a customer of XScale. To be fair, they only entered because they got StrongARM from a law suit settlement with DEC in 1997 and they sold to refocus on more strategic segments which turned out to be actually a lot less interesting. I don’t think Intel can really be seen as a model of good strategic thinking.

But all of this is a decade before what we are discussing here. I didn’t even remember XScale existed at Intel while writing my first comment.

throwaway173738

2 hours ago

Intel has made and killed ARM socs since then. Like Keem Bay.

phkahler

3 hours ago

>> Seems completely uncorrelated with what is discussed especially considering Intel didn’t enter the ARM market either.

I don't think AMD should be following Intel in markets outside x86. I want to see them go RISC-V with a wide vector unit. I'd like to see Intel try that too, but they're kind of busy fixing fabs right now.

webdevver

3 hours ago

>market which is now huge

SoC market is mcdonalds. its huge in the same way the soybean industry is huge. zero margin commodity.

StopDisinfo910

2 hours ago

Yeah, sure, remind me what were Qualcomm results last year. 10 billions?

But, don't get me wrong, I wouldn't spit on McDonalds 6 billions either and the soybean market is one of the fastest growing in the agrifood business, with huge volume traded, probably one of the most profitable commodity at the moment.

jabl

an hour ago

> Yeah, sure, remind me what were Qualcomm results last year. 10 billions?

How much of Qualcomm's profit comes from providing yet another ARM chip vs. all the value-added parts they provide in the ARM SoC's, like all the radio modem stuff necessary for mobile phones?

Now that's kind of a rhetorical question, not sure a clear answer exists, at least not outside Qualcomm internal finance figures. Food for thought, though.

(That's sort of the logic behind RISC-V as well. The basic ISA and the chip that implements it is a commodity, the value comes from all the application specific extra stuff tacked on to the SoC.)

zozbot234

4 hours ago

> Seems completely uncorrelated with what is discussed especially considering Intel didn't enter the ARM market either.

Maybe the folks at Intel just didn't want to StrongARM their competitors?

Keyframe

6 hours ago

is stock up because of them or despite them?

nolok

4 hours ago

In the case of AMD it's definitely because of them and the great leadership from Lisa Su.

bee_rider

41 minutes ago

AMD is doing well because they moved on chiplets before Intel did. The decision of ARM vs x86 is pretty much unrelated to the move that saved them, and sticking with the architecture with which they had decades of experience was probably a good idea.

I mean Keller is talking about a decision to not pursue an ARM chip that he’d apparently been working on after(?) Zen 2 (or maybe in parallel). So AMD was already back on a good path at that point.

high_na_euv

6 hours ago

It is hard to evaluate it reliably.

MangoToupe

3 hours ago

Stock valuation is a horrible measure of how well a company has planned for the future. Time has demonstrated this again and again and again.

guerrilla

6 hours ago

Cult of personality... or maybe people just want cool stuff for fun.

keyringlight

5 hours ago

Keller himself credits the many people responsible for the contributing parts [0]. I think the general 'enthusiast' tech press and reporting likes hero figures and the simplicity it brings, even better when you can cast a good guy against a bad guy, and the background in this case would be AMD vs intel.

[0] https://web.archive.org/web/20210622032535/https://www.anand...

BirAdam

4 hours ago

Humans inherently like having a narrative. When we discuss historical events, we typically want to have a clearly defined leader and/or visionary upon whom to pin events. Without this, our imaginations aren't as engaged, and therefore emotions aren't stirred. For example, the stories of early game companies are great because the teams were very small, a narrative can be written, and the product was fun. With modern games, budgets are massive, teams are massive, and things are often designed and approved by committee. The result can be beautiful and fun, but the story getting there isn't as entertaining.

pier25

an hour ago

He was probably right from a technical perspective. Maybe not from a business one.

I believe Jim Keller is now working on RISC-V which could take the server market by storm in the next 5 years or so.

There are already RISC-V server offerings:

https://labs.scaleway.com/en/em-rv1/

zoeysmithe

an hour ago

AMD was being pummeled by Intel during the time Jim was there and was only the giant we know today when Jim left. AMD did this, mostly, by x64 server market. So AMD did what it could to get around intel's and apple's monopolies. Intel on the server end came in at a higher price, and often worse performance or more power usage, or both. I'm not sure who AMD would have sold ARM to in 2010's. Apple didnt want their product and made their own, cell phone companies were cozy with the established ARM vendors, MS wouldnt launch an actual ARM laptop for years, data centers didn't want it, etc.

Look at intel's various arm or embedded offerings it keep canceling. It can't find buyers. Qualcomm and Samsung other vendors just keep eating up sales in ARM.

Now I imagine AMD sees ARM servers as the future and wants to make sure not to be left behind, on top of ARM desktop/laptop and further embedded.

I think this mostly a sign the world is now moving away from the old x86/64 system that ruled technology for so long. AMD is needs to stay competitive here.

wslh

3 hours ago

It is easy to talk after the fact. The giant market opener for ARMs was Apple, many times in business it is better to he a follower once a big market arises.

pantulis

8 hours ago

Anybody else finds it very confusing that this is called Sound Wave and it's not a specific chip for sound synthesis applications?

rwmj

8 hours ago

I was hoping it'd be a very cool soundcard, perhaps with unlimited General Midi channels.

glhaynes

5 hours ago

If somebody ever buys up the Gravis Ultrasound name, you’ll know things are about to get wild.

fecal_henge

7 hours ago

10^5 orchestra hit polyphony.

atoav

7 hours ago

Finally a realistic helicopter sound?

xoac

6 hours ago

Not sure what their intention is of course, but nowadays there is A LOT of Cortexes in various sound gear. Plenty in things like Eurorack but also outboard equipment like the Eventide H9000 etc.

duped

4 hours ago

A common trend in audio systems is that the market cap is too small for economies of scale when it comes to commodity parts like processors. There are a handful of audio-specific chips that are common but processors are not one of them (any more).

bitwize

8 hours ago

Perhaps it is named after the Decepticon?

rs186

5 hours ago

I mean, "Coffee Lake" does not make much sense either.

BirAdam

4 hours ago

Yeah. I imagine heaven with a lake full of fresh, delicious, and aromatic coffee... instead, there's just... a 14nm part (surprise!) on socket 1151.

MindSpunk

2 hours ago

I can't even remember how many plusses into 14nm we were when Coffee Lake dropped.

darkamaul

8 hours ago

Better (or simply more) ARM processors, no matter who makes them, are a win. They tend to be far more power-efficient, and with performance-per-watt improving each generation, pushing for wider ARM adoption is a practical step toward lowering overall energy consumption.

pjmlp

7 hours ago

With the caveat that ARM isn't a industry standard like PC has become, thus while propritary OSes can thrive, FOSS has a much higher challenge other than OEM specific distros or downstream forks.

Stuff like this, https://www.amazon.de/-/en/Microsoft-Corporation/dp/15723171...

antonkochubey

5 hours ago

There are the Arm SystemReady and ServerReady requirements/specifications that enable generic board support by the OSes.

pjmlp

5 hours ago

Thanks, I thought we were still on device trees and little else.

jakogut

3 hours ago

Practically speaking, very few systems actually support SystemReady. There's an experimental port of edk2 for the Raspberry Pi, but some hardware is unavailable when using it.

jabl

an hour ago

The ARM server platforms seem quite decent here? But yeah, pick any small dev board and I suspect it looks quite different.

ahoka

8 hours ago

Are ARM processors inherently power efficient? I doubt.

Performance per watt is increasing due to the lithography.

Also, Devon’s paradox.

jorvi

7 hours ago

They aren't inherently power efficient because of technical reasons, but because of design culture reasons.

Traditionally x86 has been built powerful and power hungry and then designers scaled the chips down whereas it's the opposite for ARM.

For whatever reason, this also makes it possible to get much bigger YoY performance gains in ARM. The Apple M4 is a mature design[0] and yet a year later the M5 is CPU +15% GPU +30% memory bandwidth +28%.

The Snapdragon Elite X series is showing a similar trajectory.

So Jim Keller ended up being wrong that ISA doesn't matter. Its just that it's the people in the ISA that matter, not the silicon.

[0] its design traces all the way back to the A12 from 2018, and in some fundamental ways even to the A10 from 2016.

high_na_euv

6 hours ago

As far as I know people aren't part of ISA :)

lambdaone

an hour ago

People are absolutely part of an ISA's ecosystem. The ISA is the interface between code and CPU, but the code is generally emitted by compilers, and executed in the context of runtimes and operating systems, all designed by people and ultimately dependent on their knowledge of and engagement with the ISA. And for hot code in high-performance applications, people will still be writing directly in assembler directly to the ISA.

high_na_euv

9 minutes ago

ISA != ISAs ecosystem

ISA is just ISA

znpy

4 hours ago

You’re conveniently skipping the part where x86 can run software from 40 years ago but arm can drop entire instruction sets no problem (eg: jazelle).

Had been arm so weighted by backwards compatibility i doubt it would be so good as it is.

I really think intel/amd should draw a line somewhere around late 2000 and drop compatibility with stuff that slow down their processors.

le-mark

3 hours ago

> jazelle

That’s a blast from the past; native Java bytecode! Did anyone actually use that? Some J2ME phones maybe? Is there a more relevant example?

IshKebab

6 hours ago

Do you have any actual evidence for that? Intel does care about power efficiency - they've been making mobile CPUs for decades. And I don't think they are lacking intelligent chip designers.

I would need some strong evidence to make me think it isn't the ISA that makes the difference.

jorvi

6 hours ago

https://chipsandcheese.com/p/arm-or-x86-isa-doesnt-matter

Basically, x86 uses op caches and micro ops which reduces instruction decoder use, the decoder itself doesn't use significant power, and ARM also uses op caches and micro ops to improve performance. So there is little effective difference. Micro ops and branch prediction is where the big wins are and both ISAs use them extensively.

If the hardware is equal and the designers are equally skilled, yet one ISA consistently pulls ahead, that leads to the likely conclusion that the way the chips get designed must be different for teams using the winning ISA.

For what it's worth, the same is happening in GPU land. Infamously, the M1 Ultra GPU at 120W equals the performance of the RTX 3090 at 320W (!).

That same M1 also smoked an Intel i9.

IshKebab

4 hours ago

ARM doesn't use micro-ops in the same way as x86 does at all. And that's not the only difference, e.g. x86 has TSO.

I'm not saying the skill of the design team makes zero difference, but it's ludicrous to say that the ISA makes no difference at all.

The claims about the M1 Ultra appear to be marketing nonsense:

https://www.reddit.com/r/MachineLearning/comments/tbj4lf/d_a...

lossolo

3 hours ago

> Infamously, the M1 Ultra GPU at 120W equals the performance of the RTX 3090 at 320W

That's not true.

high_na_euv

6 hours ago

Isn't Lunar Lake first mobile chip with focus on energy eff? And it is reasonably efficient

We will see how big improvement is it's successor panther lake in January on 18A node

>I would need some strong evidence to make me think it isn't the ISA that makes the difference.

It is like saying that Java syntax is faster than C# syntax.

Everything is about the implementation: compiler, jit, runtime, stdlib, etc

If you spent decades of effort on peformance and ghz then don't be shocked that someone who spent decades on energy eff is better in that category

cogman10

5 hours ago

> Isn't Lunar Lake first mobile chip with focus on energy eff?

Not by a long shot.

Over a decade ago, one of my college professors was an ex-intel engineer who worked on Intel's mobile chips. He was even involved in an Intel ARM chip that ultimately never launched (At least I think it never launched. It's been over a decade :D).

The old conroe processors were based on Intel's mobile chips (Yonah). Netburst didn't focus on power efficiency explicitly so and that drove Intel into a corner.

Power efficiency is core to CPU design and always has been. It's easy create a chip that consumes 300W idle. The question is really how far that efficiency is driven. And that may be your point. Lunar Lake certainly looks like Intel deciding to really put a lot of resource on improving power efficiency. But it's not the first time they did that. The Intel Atom is another decades long series which was specifically created with power in mind (the N150 is the current iteration of it).

mrsmrtss

5 hours ago

Actually, if you had made an opposite example, it might have gone against your point. ;) C# gives you a lot more control over memory and other low-level aspects, after all.

layer8

2 hours ago

That’s semantics though, not syntax. What’s holding Java performance back in some areas is its semantics.

It might be the same with x86 and power-efficiency (semantics being the issue), but there doesn’t seem to be a consensus on that.

high_na_euv

4 hours ago

Yet how much perf in recent dot nets comes from that, and how much comes from "Span<T>"ning whole BCL?

mrsmrtss

4 hours ago

There’s much more to it than just Span<T>. Take a look at the performance improvements in .NET 10: https://devblogs.microsoft.com/dotnet/performance-improvemen.... When it comes to syntax, even something like structs (value types) can be a decisive factor in certain scenarios. C# is fast and with some effort, it can be very fast! Check out the benchmarks here: https://benchmarksgame-team.pages.debian.net/benchmarksgame/...

high_na_euv

3 hours ago

I know that C# is fast, this is my favourite lang, but it is hard to say honestly which one is faster

I love the saying "i dont trust benchmarks that i didn't fake myself"

IshKebab

an hour ago

> It is like saying that Java syntax is faster than C# syntax.

Java and C# are very similar so that analogy might make sense if you were comparing e.g. RISC-V and MIPS. But ARM and x86 are very different, so it's more like saying that Go is faster than Javascript. Which... surprise surprise it is (usually)! That's despite the investment into Javascript implementation dwarfing the investment into Go.

ggm

8 hours ago

Aside from lithography there's clever design. I don't think you can quantify that but it's not nothing.

eb0la

6 hours ago

Actually power efficiency was a side effect of having a straightforward design in the first ARM processor. The BBC needed a cheap (but powerful) processor for the Acort computer and a RISC chip was When ARM started testing their processor, they found out it draw very little power...

... the rest is history.

iainmerrick

2 hours ago

You're getting your history mixed up.

Acorn won the bid to make the original BBC home computer, with a 6502-based design.

Acorn later designed their own 32-bit chip, the ARM, to try to leapfrog their competitors who were moving to the 68000 or 386, and later spun off ARM as a separate company.

iberator

5 hours ago

Yes they are. RISC philosophy apart from instruction set is also low gate count (so less energy used).

Nvidia can design super clean solution fron scratch - i can bet 50$ that its gonna be more efficient in MIPS/watt

bluGill

4 hours ago

Most of the gates on a cpu are not instruction decoding.

high_na_euv

7 hours ago

ISA is not that relevant, it is all about what you want to achieve with your CPU

usrusr

5 hours ago

For a CPU vendor, ISA is very relevant: most buyers will start their buying decision with ISA choice already fixed, and a vendor who can't offer a CPU with that ISA simply isn't in the race.

It does not matter whether you are a believer in horses for courses when it comes to ISA, or a believer in "frontend ISA does not matter because it's all translated away anyways": when buyers don't want what you have, you are out. And buyers are more like a stampeding herd than like rational actors when it comes to ISA choice. I'd see offering CPU for multiple ISA as an important hedge against the herd changing direction.

high_na_euv

4 hours ago

The context is: ISA's peformance and efficiency characteristics

snarfy

2 hours ago

Meh, performance-per-watt is not what everybody wants. I only want it in that it affords more raw performance by allowing more watts to be pumped through it without thermal overload. But if that can't actually happen then I'm still more interested in x86. Sure the lights dim when I turn my PC on, but I want the performance.

coffeebeqn

8 hours ago

How is running desktop Linux on these?

hmlwilliams

8 hours ago

I run desktop linux via postmarketOS on a Lenovo Duet 5 (Snapdragon 7c). It isn't the most powerful device and the webcam doesn't work but other than that it works well and battery life is excellent

fransje26

6 hours ago

> the webcam doesn't work

But.. ..why? Of all things, I would have expected the webcam to not be cpu-related..

avhception

5 hours ago

IIRC, it's because the ARM designs tend to use camera modules that come from smartphone-land.

Cameras used on x86-64 usually just work using that usb webcam standard driver (what is that called again? uvcvideo?). But these smartphone-land cameras don't adhere to that standard, they probably don't connect using USB. They are designed to be used with the SoC vendor's downstream fork of Android or whatever, using proprietary blobs.

throwaway173738

an hour ago

It’s usually MIPI or some variant. There’s probably a way to enable the video stream but you also have to talk to the control module itself which is on a different bus.

viraptor

4 hours ago

A similar thing is happening in Intel land recently, where the cameras use ipu6 / ipu7 chips rather than dumping simple frames over USB. But this way we get a higher resolution / quality at least.

xbmcuser

7 hours ago

Oh I hope the price is low enough that this be a real media box chip competitor fir streaming devices. Nvidia Shield Tegra chip from 2015 is still one of the best in this space. And with nvidia making all the AI money is not interested in making a new device. Apple TV the only real alternative does not support audio passthrough so is not as open as android or Linux media boxes.

StopDisinfo910

4 hours ago

I think Amlogic, Mediatek and Qualcomm all have SoC which are significantly better than the Tegra for this use case. It’s just that the market barely exists as most consumers use their tv directly so no one really wants to make a media box anymore.

jesperwe

9 hours ago

Sounds like a PERFECT chip for my next HomeAssistant box :-D

- Low power when only idling through events from the radio networks

- Low power and reasonable performance when classifying objects in a few video feeds.

- Higher power and performance when occasionally doing STT/TTS and inference on a small local LLM

nsbk

7 hours ago

My thoughts exactly! Although I may end up getting some Mini M1/M2 variant with Asahi Linux instead

dwood_dev

11 hours ago

My guess from previous reporting on this, it was an experiment that might not ever be released.

ARM isn't nearly as interesting given the strides both Intel and AMD have made with low power cores.

Any scenario where SoundWave makes sense, using Zen-LP cores align better for AMD.

adrian_b

8 hours ago

AMD makes laptop CPUs with good performance per power consumption ratio, but they are designed for high power consumptions, typically for 28 W, or at least for 15 W.

AMD does not have any product that can compete with Intel's N-series or industrial Atom CPUs, which are designed for power consumptions of 6 W or of 10 W and AMD never had any Zen CPU for this power range.

If the rumors about this "Sound Wave" are true, then AMD will finally begin to compete again in this range of TDP, a market that they have abandoned many years ago (since the AMD Jaguar and Puma CPUs), because all their resources were focused on designing Zen CPUs for higher TDPs.

For cheap and low-power CPUs, the expensive x86-64 instruction decoder may matter, unlike for bigger CPUs, so choosing the Aarch64 ISA may be the right decision.

Zen compact cores provide the best energy efficiency for laptops and servers, especially for computation-intensive tasks, but they are not appropriate for cheap low-power devices whose computational throughput is less important than other features. Zen compact cores are big in comparison with ARM Cortex-X4, Intel Darkmont or Qualcomm cores and their higher performance is not important for cheap low-power devices.

overfeed

2 hours ago

> AMD does not have any product that can compete with Intel's N-series or industrial Atom CPUs, which are designed for power consumptions of 6 W or of 10 W and AMD never had any Zen CPU for this power range

A cursory search shows that the AMD APU used in the Valve Steam Deck draws 3-15W. Limiting the TDP to 6W on a Steam Deck is fine for Linux in desktop mode.

Someone

10 hours ago

The page this article got its info from (https://www.ithome.com/0/889/173.htm) says (according to Safari’s translation):

“IT Home News on October 13, @Olrak29_ found that the AMD processor code-named "Sound Wave" has appeared in the customs data list, confirming the company's processor development plan beyond the x86 architecture”

I think that means they are planning to export parts.

I think there still is some speculation involved as to what those parts are, and they might export them only for their own use, but is that likely?

spockz

10 hours ago

It is interesting for AMD because having a on-par ARM chip means they can keep selling chips when the rest of the market switch to ARM. This is largely driven by Apple and by the cloud providers wanting more efficient higher density chips.

Apple isn’t going to switch back to AMD64 any time soon. Cloud providers will switch faster if X64 chips become really competitive again.

codedokode

10 hours ago

I am not sure if cloud providers want ARM - the most valuable resource is rack space, so you want to use the most powerful CPU, not the one using less energy.

friendzis

7 hours ago

> the most valuable resource is rack space

The limit is power capacity and quite often thermal. Newer DCs might be designed with larger thermal envelopes, however rack space is nearly meaningless once you exhaust thermal capacity of the rack/isle.

Performance within thermal envelope is a very important consideration in datacenters. If a new server offers double performance at double power it is a viable upgrade path only for DCs that have that power reserve in the first place.

arjie

10 hours ago

Well, Amazon does offer Graviton 4 (quite fast and useful stuff) along side their Epyc machines so there is some utility to them. A 9654 is much faster than a Graviton 4.

EDIT: Haha, I was going off our workloads but hilariously there are some HPC-like workloads where benchmarks show the Graviton 4 smoking a 9654 https://www.phoronix.com/review/graviton4-96-core/4

I suppose ours must have been more like the rest of the benchmarks (which show the 9654 faster than the Epyc).

Someone

9 hours ago

Cooling takes up rack space, too. There also are workloads that aren’t CPU constrained, but GPU or I/O constrained. On such systems, it’s better to spend your heat budget on other things than CPUs.

pxeger1

8 hours ago

> the most valuable resource is rack space

I've always heard it's cooling capacity. I'm also pretty confident that's true

cmrdporcupine

4 hours ago

AWS, Google, Hetzner all offer a discount if you use an ARM64 VPS.

Clearly, they want them, because there's demonstrated power savings.

imtringued

6 hours ago

Rack space limits include power limits. E.g. 10kw per rack.

dbdr

10 hours ago

> given the strides both Intel and AMD have made with low power cores.

Any pointers regarding that? How does the computing power to watts ratio look these days across major CPU architectures?

Pet_Ant

3 hours ago

Couldn't you switch up the decoder logic and make it a RISC-V chip and just blow away existing competition that isn't quite Pi yet?

wmf

11 hours ago

I don't see why Sound Wave would have any advantage, even efficiency, over a similar Zen 5/6 design. Microsoft must really want ARM if they're having this chip made.

DeepYogurt

11 hours ago

It could just be a play to make sure there's a second source to qualcomm

Findecanor

10 hours ago

The core count is relatively low though. 2P + 4E, whereas Snapdragon-X are 8 or 10 performance cores, indicating that this could be for a low-end tablet ... or game console?

throawayonthe

5 hours ago

it does say microsoft surface in the post

DeathArrow

9 hours ago

They did countless attempts to use ARM but all failed. Consumers didn't care because they couldn't run their software. Microsoft won't solve the problem until they will provide a way to run all relevant software on ARM.

debugnik

9 hours ago

Microsoft already designed a modified ARM ABI [1] compatible with emulated X86-64 just for this transition. But it's a Windows 11 feature. I wonder if the refusal of many of us to switch from Windows 10 is part of the reason why they're still idling on an ARM strategy.

[1]: https://learn.microsoft.com/en-us/windows/arm/arm64ec-abi

p_l

7 hours ago

Part of the issue was incomplete amd64 emulation on windows which is why several MS products continued to ship 32bit - because while they might recompile their software for ARM, business users had binary-only extensions that they expected to continue using.

wongarsu

8 hours ago

A year or two ago I used a Windows 11 laptop with an ARM CPU, and at least for me everything just worked. The drivers weren't as good, but all my x86-64 software ran just fine

guiriduro

7 hours ago

Its pretty decent. Decent enough in fact that I can run a Windows 11 ARM install on vmware Fusion on my macbook m4 pro, and it will happily run win arm and x86 binaries (via builtin MS x86 emulation) decently fast and without complaint (we're talking apps, gaming I haven't tried.)

hypercube33

4 hours ago

Everything but OpenGL - there is a blender store app that translates GL to DirectX

Zardoz84

8 hours ago

Apple did an excellent job doing the switch. I don't see why should fail here.

arjie

10 hours ago

Well, I'm eager to use it. For my home server I use an old power-hungry Epyc 7B13. It's overkill but it can run a lot of things (my blog, other software I use, my family's various pre-configured MCPs we use in Custom GPTs, rudimentary bioinformatics). The truth though is that I hate having to cross-compile from my M1 Mac to the x86_64 server. I would much rather just do an ARM to ARM platform cross-compile (way easier to do and much faster on the Orbstack container platform).

So I went out looking for an ARM-based server of equivalent strength to a Mac Mini that I could find and there's really not that much out there. There's the Qualcomm Snapdragon X Elite which is in only really one actual buyable thing (The Lenovo Ideacentre) and some vaporware Geekom or something product. But this thing doesn't have very good Linux support (it's built for ARM Windows apparently) and it's much costlier than some Apple Silicon running Asahi Linux.

So I'm eventually going to end up with some M1 Ultra Studio or an M4 Mini running Asahi Linux, which seems like such a complete inversion of the days when people would make Hackintoshes.

pengaru

9 hours ago

ampere?

arjie

6 hours ago

I looked into them but they didn't seem price/performance/watt competitive.

schmorptron

5 hours ago

Now to do speculation on top of speculation on top of speculation: Valve's next vr headset deckard / steam frame is also rumored to be using an ARM chip, and with them being quite close with AMD since the steam deck custom APU (although that one was apparently just something originally intended for magic leap before that fell apart), this could be in there + be powerful enough to run standalone VR.

heavyset_go

8 hours ago

I want a hybrid APU, perhaps an x86 host with ARM co-processors that can be used to run arm64 code natively/do some clever virtualization. Or maybe the other way around, with ARM hosts and x86 co-processors. Or they can do some weird HMP stuff instead of co-processors.

GCUMstlyHarmls

8 hours ago

Im too dumb to know why?

Why have both to run native arm64 code? Nearly anything you'd want is cross compiled/compilable (save some macOS stuff but that's more than just CPU architecture).

My understanding is that ARM chips can be more efficient? Hence them being used in phones etc.

I guess it would let you run android stuff "natively"?

Or perhaps you imagine running Blender in x64 mode and discord in the low wattage ARM chip?

ggm

8 hours ago

Rosetta shows translation works. Why complicate the os with multiple ISA?

jillesvangurp

7 hours ago

Or put differently, why bake the CPU instruction sets into the chips? What Apple has shown is that emulating x86 can actually rival or be faster than a natively running x86 chip. There are currently two major ones (ARM, x86) and an up-and-coming minor one (e.g. RISC-V), and lots of legacy ones (SPARC, MIPS, PowerPC, etc.). All these can be emulated. Native compilation is an optimization that can happen at build time (traditional compilers), at distribution time (Android stores do this), just before the first run (Rosetta), or on the fly (QEMU).

Chip manufacturers need to focus on making power-efficient, high-performance workhorses. Apple figured this out first and got frustrated enough with Intel, who was more preoccupied with vendor lock-in than with doing the one thing they were supposed to do: developing best-in-class chips. The jump from x86 to M1 completely destroyed Intel’s reputation on that front. Turns out all those incremental changes over the years were them just moving deck chairs around. AMD was just tagging along and did not offer much more than them. They too got sidelined by Apple’s move. They never were much better in terms of efficiency and speed. So them now maybe getting back into ARM chips is a sign that times are changing and x86 is becoming a legacy architecture.

This shouldn’t matter. Both Apple and Microsoft have emulation capability. Apple is of course retiring theirs, but that’s more of a prioritization/locking strategy than it is for technical reasons. This is the third time they’ve pulled off emulation as a strategy to go to a new architecture: Motorola 68000 to PowerPC to x86 to ARM. Emulation has worked great for decades. It has broken the grip X86 has had on the market for four decades.

cesarb

3 hours ago

> Or put differently, why bake the CPU instruction sets into the chips?

There is more to a CPU instruction set than just instruction encodings. For instance, x86 has flags which are updated (sometimes partially) by a lot of instructions, and a stronger memory model (TSO), while RISC-V has its own peculiar ideas on the result of an integer division by zero.

> What Apple has shown is that emulating x86 can actually rival or be faster than a natively running x86 chip.

AFAIK, Apple has special support in its processors for emulating x86. It has a hardware mode which emulates the x86 memory model, and IIRC also has something in hardware to help emulate the x86 flags register.

signa11

8 hours ago

risc-v would have been so much cooler.

signa11

7 hours ago

why the downvote ? an explanation please...thank you!

throawayonthe

5 hours ago

i guess jeff geerling and others have been doing driver testing for them by running AMD GPUs on RPIs :P

gsliepen

7 hours ago

Could be an interesting chip for a future Raspberry Pi model? With Radeon having nice open source drivers, it would be easy to run a vanilla Linux OS on it. The TDP looks compatible as well.

amelius

5 hours ago

They could do it if Apple and nVidia didn't buy all the available fab slots.

thoughtsyntax

6 hours ago

It’s exciting to see AMD trying ARM again, competition always brings better chips for everyone.

t312227

11 hours ago

hello,

imho. (!)

i think this would be great!!

personally i totally understood why AMD gave up on its last attempt - the A1100 opterons - about 10 years ago in favor of the back then new ryzen architecture:

* https://en.wikipedia.org/wiki/List_of_AMD_Opteron_processors...

but what i would really like to see: an ARM soc/apu on an "open"*) (!) hardware-platform similar to the existing amd64 pc hardware.

*) "open" as in: i'm able to boot whatever (vanilla) arm64 linux-distribution or other OS i want ...

i have to add: i'm personally offended by the amount of tinkering of the firmware/boot-process which is necessary to get for example the raspberry pi 5 (or 4) to boot vanilla debian/arm64 ... ;)

br, a..z

ps. even if its a bit o.T. in this context, as a reminder a link to a slightly older article about an interview with jim keller about how ISA no longer matters that much ...

"ARM or x86? ISA Doesn’t Matter"

* https://chipsandcheese.com/p/arm-or-x86-isa-doesnt-matter

jabl

9 hours ago

> "ARM or x86? ISA Doesn’t Matter"

> * https://chipsandcheese.com/p/arm-or-x86-isa-doesnt-matter

Some people, for some strange reason, want to endlessly relitigate the old 1980'ies RISC vs CISC flamewars. Jim Kellers interview above is a good antidote for that. Yes, RISC vs CISC matters for something like a simple in-order core you might see in embedded systems. For a big OoO core, much less so.

That doesn't mean you'd end up with x86 if you'd design a clean sheet 'best practices' ISA today. Probably it would indeed look something like aarch64 or RISC-V. So certainly in that sense RISC won. But the win isn't so overwhelming that it overcomes the value of the x86 software ecosystem in the markets where x86 plays.

consp

9 hours ago

You would also get rid of all the 8/16-bit shenanigans still somewhat present.

jabl

9 hours ago

Intel had a project doing that a few years ago, called X86S. It was killed after industry opposition.

WorldPeas

10 hours ago

fingers crossed it'll eventually get a framework board

monegator

7 hours ago

I always wonder why nobody have never released a framework mainboard with rockchip. There is even one with a - very - slow RISC-V for OS developer FFS.

Findecanor

4 hours ago

It would have to be integrated with other components in the laptop. The RISC-V mainboard was not made by DeepComputing alone. For Framework it was intended as a pilot study in these kinds of partnerships.

extraduder_ire

4 hours ago

Even a framework carrier board for pi-style compute modules. There's a few third parties that are close to drop-in replacements.

mgh2

12 hours ago

More speculation?

spiderfarmer

8 hours ago

I don't think I'm using x86 for anything anymore. All the PC's in my home are ARM, the phones are ARM, the TV's are ARM and even the webservers I'm running are ARM nowadays.

criticalfault

9 hours ago

If it was ordered by Microsoft and paid by Microsoft to be developed, fine.

But, wouldn't it make more sense for amd to go into risc-v at this point of time?

jmspring

9 hours ago

there are two predominant architectures right now (right or wrong), amd64 and arm64. Why the F would amd invest in risc when their gpus are well above intel in specs and explain the biz market approach for risc...

speed_spread

4 hours ago

So they don't have to pay for ARM licensing and have a chance to compete with the upcoming cheap and fast Chinese RISCV CPUs.

moffkalast

6 hours ago

> Memory support is another highlight: the chip integrates a 128-bit LPDDR5X-9600 controller and will reportedly include 16 GB of onboard RAM, aligning with current trends in unified memory designs used in ARM SoCs. Additionally, the APU carries AMD’s fourth-generation AI engine, enabling on-device inference tasks

128-bit LPDDR5X-9600 is about 150 GB/s, that's 50% better than an Orin NX. If they can sell these things for less than like $500 then it would be a pretty decent deal for edge inference. 16 GB is ridiculously tiny for the use case though when it's actually more like 15 in practice and the OS and other stuff then takes another two or three, leaving you with like 12 maybe. Hopefully there's a 32 GB model eventually...

dangus

8 hours ago

Wow. This could really be a big deal, especially if it’s more of an openly available product than what Qualcomm has on offer.

For me personally I’d love it if this made it to a framework mainboard. I wouldn’t even mind the soldered memory, I understand the technical tradeoff there.

DeathArrow

9 hours ago

I'm curious what operating system will this run. Linux, Android, Windows?

LogicHound

5 hours ago

> The chip is expected to power future Microsoft Surface products scheduled for release in 2026.

It looks like it is intended to run Windows Arm.

DeathArrow

9 hours ago

Long time ago Intel predicted ARM won't be a big deal and they sold XScale to Marvell.

KeplerBoy

9 hours ago

It's only a big deal because of x86 licensing.

fithisux

7 hours ago

Now imagine people having written Assembly x86/x64 desktop apps or inline in native code.

They will be very happy.

sylware

8 hours ago

They should move to risc-v instead.

sydbarrett74

7 hours ago

That will probably happen eventually, but right now RISC-V only has the hp for embedded or peripheral uses. It will continue to nip at ARM’s heels for the next 5-10 years.

snvzz

5 hours ago

RVA23 chips will definitely be seen next year.

So far, Tenstorrent promises Ascalon devboards for 2026Q2.

Performance should be similar if not above AMD Zen2 or Apple M1.

By 2027, I expect there will be no gap left to close.

jabl

an hour ago

Seems there's an awful lot of slideware in the high-performance RISC-V department. We'll see when/if the rubber hits the road, I suppose.

Longer term, I think the future looks bright for RISC-V. If nothing else, at least the Chinese are investing heavily into it, for obvious reasons wrt avoiding sanctions and such.

sylware

an hour ago

And for self-hosting and things like NAS, risc-v is already here.