AMD Hits Record High Share in x86 Desktops and Servers in Q1 2024
Coming out of the dark times that preceded the launch of AMD's Zen CPU architecture in 2017, to say that AMD has turned things around on the back of Zen would be an understatement. Ever since AMD launched its first Zen-based Ryzen and EPYC processors for client and server computers, it has been consistently gaining x86 market share, growing from a bit player to a respectable rival to Intel (and all at Intel's expense).
The first quarter of this year was no exception, according to Mercury Research, as the company achieved record high unit shares on x86 desktop and x86 server CPU markets due to success of its Ryzen 8000-series client products and 4th Generation EPYC processors.
"Mercury noted in their first quarter report that AMD gained significant server and client revenue share driven by growing demand for 4th Gen EPYC and Ryzen 8000 series processors," a statement by AMD reads.
Desktop PCs: AMD Achieves Highest Share in More Than a Decade
Desktops, particularly DIY desktops, have always been AMD's strongest market. After the company launched its Ryzen processors in 2017, it doubled its presence in desktops in just three years. But in the recent years the company had to prioritize production of more expensive CPUs for datacenters, which lead to some erosion of its desktop and mobile market shares.
As the company secured more capacity at TSMC, it started to gradually increase production of desktop processors. In Q4 last year it introduced its Zen 4-based Ryzen 8000/Ryzen 8000 Pro processors for mainstream desktops, which appeared to be pretty popular with PC makers.
As a result of this and other factors, AMD increased unit sales of its desktop CPUs by 4.7% year-over-year in Q1 2024 and its market share achieved 23.9%, which is the highest desktop CPU market share the company commanded in over a decade. Interestingly, AMD does not attribute its success on the desktop front to any particular product or product family, which implies that there are multiple factors at play.
Mobile PCs: A Slight Drop for AMD amid Intel's Meteor Lake Ramp
AMD has been gradually regaining its share inside laptops for about 1.5 years now and sales of its Zen 4-based Ryzen 7040-series processors were quite strong in Q3 2023 and Q4 2023, when the company's unit share increased to 19.5% and 20.3%, respectively, as AMD-based notebook platforms ramped up. By contrast, Intel's Core Ultra 'Meteor Lake' powered machines only began to hit retail shelves in Q4'23, which affected sales of its processors for laptops.
In the first quarter AMD's unit share on the market of CPUs for notebooks decreased to 19.3%, down 1% sequentially. Meanwhile, the company still demonstrated significant year-over-year unit share increase of 3.1% and revenue share increase of 4%, which signals rising average selling price of AMD's latest Ryzen processors for mobile PCs.
Client PCs: Slight Gain for AMD, Small Loss for Intel
Overall, Intel remained the dominant force in client PC sales in the first quarter of 2024, with a 79.4% market share, leaving 20.6% for AMD. This is not particularly surprising given how strong and diverse Intel's client products lineup is. Even with continued success, it will take AMD years to grow sales by enough to completely flip the market.
But AMD actually gained a 0.3% unit share sequentially and a 3.6% unit share year-over year. Notably, however, AMD's revenue share of client PC market is significantly lower than its unit share (16.3% vs 20.6%), so the company is still somewhat pigeonholed into selling more budg... CPUs
Posted by The Techinical Support
Samsung Foundry Unveils Updated Roadmap: BSPDN and 2nm Evolution Through 2027 
Samsung this week has unveiled its latest process technologies roadmap at the company's Samsung Foundry Forum (SFF) U.S. The new plan covers the evolution of Samsung's 2nm-class production nodes through 2027, including a process technology with a backside power delivery, re-emphasizing plans to bring out a 1.4nm-class node in 2027, and the introduction of a 'high value' 4nm-class manufacturing tech.
Samsung Foundry's key announcements for today are clearly focused on the its 2nm-class process technologies, which are set to enter production in 2025 and will span to 2027, when the company's 1.4-nm class production node is set to enter the scene. Samsung is also adding (or rather, renaming) another 2nm-class node to their roadmap with SF2, which was previously disclosed by Samsung as SF3P and aimed at high-performance devices.
"We have refined and improved the SF3P, resulting in what we now refer to as SF2," a Samsung spokesperson told AnandTech. "This enhanced node incorporates various process design improvements, delivering notable power, performance, and area (PPA) benefits."
| Samsung Foundry for Leading-Edge Nodes Announced on June 12, 2024 Compiled by AnandTech |
||||||||
| HVM Start | 2023 | 2024 | 2025 | 2026 | 2027 | 2027 | ||
| Process | SF3E | SF3 | SF2 (aka SF3P) |
SF2P/SF2X | SF2Z | SF1.4 | ||
| FET | GAAFET | |||||||
| Power Delivery | Frontside | Backside (BSPDN) | ? | |||||
| EUV | 0.33 NA EUV | ? | ? | ? | ? | |||
This is another example of a rebranding of leading-edge fabrication nodes in the recent years by a major chipmaker. Samsung Foundry is not disclosing any specific PPA improvements SF3P has over SF2, and for now is only stating in high-level terms that it will be a better-performing node than the planned SF3P.
Meanwhile, this week's announcement also includes new information on Samsung's next batch of process nodes, which are planned for 2026 and 2027. In 2026 Samsung will have SF2P, a further refinement of SF2 which incorporates 'faster' yet less dense transistors. That will be followed up in 2027 with SF2Z, which adds backside power delivery to the mix for better and higher quality power delivery. In particular, Samsung is targetting voltate drop (aka IR drop) here, which is an ongoing concern in chip design.
Finally, SF1.4, a 1.4nm-class node, is on track for 2027 as well. Interestingly, however, it looks like it does not feature a backside power delivery. Which, per current roadmaps, would have Samsung as the only foundry not using BSPDN for their first 1.4nm/14Å-class node.
"We have optimized BSPDN and incorporated it for the first time in the SF2Z node we announced today," the spokesperso... Semiconductors
Fadu's FC5161 SSD Controller Breaks Cover in Western Digital's PCIe Gen5 Enterprise Drives 
When Western Digital introduced its Ultrastar DC SN861 SSDs earlier this year, the company did not disclose which controller it used for these drives, which made many observers presume that WD was using an in-house controller. But a recent teardown of the drive shows that is not the case; instead, the company is using a controller from Fadu, a South Korean company founded in 2015 that specializes on enterprise-grade turnkey SSD solutions.
The Western Digital Ultrastar DC SN861 SSD is aimed at performance-hungry hyperscale datacenters and enterprise customers which are adopting PCIe Gen5 storage devices these days. And, as uncovered in photos from a recent Storage Review article, the drive is based on Fadu's FC5161 NVMe 2.0-compliant controller. The FC5161 utilizes 16 NAND channels supporting an ONFi 5.0 2400 MT/s interface, and features a combination of enterprise-grade capabilities (OCP Cloud Spec 2.0, SR-IOV, up to 512 name spaces for ZNS support, flexible data placement, NVMe-MI 1.2, advanced security, telemetry, power loss protection) not available on other off-the-shelf controllers – or on any previous Western Digital controllers.
The Ultrastar DC SN861 SSD offers sequential read speeds up to 13.7 GB/s as well as sequential write speeds up to 7.5 GB/s. As for random performance, it boasts with an up to 3.3 million random 4K read IOPS and up to 0.8 million random 4K write IOPS. The drives are available in capacities between 1.6 TB and 7.68 TB with one or three drive writes per day (DWPD) over five years rating as well as in U.2 and E1.S form-factors.
While the two form factors of the SN861 share a similar technical design, Western Digital has tailored each version for distinct workloads: the E1.S supports FDP and performance enhancements specifically for cloud environments. By contrast, the U.2 model is geared towards high-performance enterprise tasks and emerging applications like AI.
Without any doubts, Western Digital's Ultrastar DC SN861 is a feature-rich high-performance enterprise-grade SSD. It has another distinctive feature: a 5W idle power consumption, which is rather low by the standards of enterprise-grade drives (e.g., it is 1W lower compared to the SN840). While the difference with predecessors may be just 1W, hyperscalers deploy thousands of drives and for their TCO every watt counts.
Western Digital's Ultrastar DC SN861 SSDs are now available for purchase to select customers (such as Meta) and to interested parties. Prices are unknown, but they will depend on such factors as volumes.
Sources: Fadu, Storage Review
Storage
Samsung Foundry Unveils Updated Roadmap: BSPDN and 2nm Evolution Through 2027
Samsung this week has unveiled its latest process technologies roadmap at the company's Samsung Foundry Forum (SFF) U.S. The new plan covers the evolution of Samsung's 2nm-class production nodes through 2027, including a process technology with a backside power delivery, re-emphasizing plans to bring out a 1.4nm-class node in 2027, and the introduction of a 'high value' 4nm-class manufacturing tech.
Samsung Foundry's key announcements for today are clearly focused on the its 2nm-class process technologies, which are set to enter production in 2025 and will span to 2027, when the company's 1.4-nm class production node is set to enter the scene. Samsung is also adding (or rather, renaming) another 2nm-class node to their roadmap with SF2, which was previously disclosed by Samsung as SF3P and aimed at high-performance devices.
"We have refined and improved the SF3P, resulting in what we now refer to as SF2," a Samsung spokesperson told AnandTech. "This enhanced node incorporates various process design improvements, delivering notable power, performance, and area (PPA) benefits."
| Samsung Foundry for Leading-Edge Nodes Announced on June 12, 2024 Compiled by AnandTech |
||||||||
| HVM Start | 2023 | 2024 | 2025 | 2026 | 2027 | 2027 | ||
| Process | SF3E | SF3 | SF2 (aka SF3P) |
SF2P/SF2X | SF2Z | SF1.4 | ||
| FET | GAAFET | |||||||
| Power Delivery | Frontside | Backside (BSPDN) | ? | |||||
| EUV | 0.33 NA EUV | ? | ? | ? | ? | |||
This is another example of a rebranding of leading-edge fabrication nodes in the recent years by a major chipmaker. Samsung Foundry is not disclosing any specific PPA improvements SF3P has over SF2, and for now is only stating in high-level terms that it will be a better-performing node than the planned SF3P.
Meanwhile, this week's announcement also includes new information on Samsung's next batch of process nodes, which are planned for 2026 and 2027. In 2026 Samsung will have SF2P, a further refinement of SF2 which incorporates 'faster' yet less dense transistors. That will be followed up in 2027 with SF2Z, which adds backside power delivery to the mix for better and higher quality power delivery. In particular, Samsung is targetting voltate drop (aka IR drop) here, which is an ongoing concern in chip design.
Finally, SF1.4, a 1.4nm-class node, is on track for 2027 as well. Interestingly, however, it looks like it does not feature a backside power delivery. Which, per current roadmaps, would have Samsung as the only foundry not using BSPDN for their first 1.4nm/14Å-class node.
"We have optimized BSPDN and incorporated it for the first time in the SF2Z node we announced today," the spokesperso... Semiconductors
Fadu's FC5161 SSD Controller Breaks Cover in Western Digital's PCIe Gen5 Enterprise Drives
When Western Digital introduced its Ultrastar DC SN861 SSDs earlier this year, the company did not disclose which controller it used for these drives, which made many observers presume that WD was using an in-house controller. But a recent teardown of the drive shows that is not the case; instead, the company is using a controller from Fadu, a South Korean company founded in 2015 that specializes on enterprise-grade turnkey SSD solutions.
The Western Digital Ultrastar DC SN861 SSD is aimed at performance-hungry hyperscale datacenters and enterprise customers which are adopting PCIe Gen5 storage devices these days. And, as uncovered in photos from a recent Storage Review article, the drive is based on Fadu's FC5161 NVMe 2.0-compliant controller. The FC5161 utilizes 16 NAND channels supporting an ONFi 5.0 2400 MT/s interface, and features a combination of enterprise-grade capabilities (OCP Cloud Spec 2.0, SR-IOV, up to 512 name spaces for ZNS support, flexible data placement, NVMe-MI 1.2, advanced security, telemetry, power loss protection) not available on other off-the-shelf controllers – or on any previous Western Digital controllers.
The Ultrastar DC SN861 SSD offers sequential read speeds up to 13.7 GB/s as well as sequential write speeds up to 7.5 GB/s. As for random performance, it boasts with an up to 3.3 million random 4K read IOPS and up to 0.8 million random 4K write IOPS. The drives are available in capacities between 1.6 TB and 7.68 TB with one or three drive writes per day (DWPD) over five years rating as well as in U.2 and E1.S form-factors.
While the two form factors of the SN861 share a similar technical design, Western Digital has tailored each version for distinct workloads: the E1.S supports FDP and performance enhancements specifically for cloud environments. By contrast, the U.2 model is geared towards high-performance enterprise tasks and emerging applications like AI.
Without any doubts, Western Digital's Ultrastar DC SN861 is a feature-rich high-performance enterprise-grade SSD. It has another distinctive feature: a 5W idle power consumption, which is rather low by the standards of enterprise-grade drives (e.g., it is 1W lower compared to the SN840). While the difference with predecessors may be just 1W, hyperscalers deploy thousands of drives and for their TCO every watt counts.
Western Digital's Ultrastar DC SN861 SSDs are now available for purchase to select customers (such as Meta) and to interested parties. Prices are unknown, but they will depend on such factors as volumes.
Sources: Fadu, Storage Review
Storage
![TSMC to Expand Specialty Capacity by 50%, Introduce 4nm N4e Low-Power Node <p align="center"><a href="https://www.anandtech.com/show/21397/tsmc-to-expand-specialty-capacity-by-50-introduce-4nm-lowpower-node"><img src="https://images.anandtech.com/doci/21397/tsmc-semiconductor-fab-wafer-1-678_575px.jpg" alt="" /></a></p><p><p>With all the new fabs being built in Germany and Japan, as well as the expansion of production capacity in China, TSMC is planning to extend its production capacity for specialty technologies by 50% by 2027. As disclosed by the company during its European Technology Symposium this week, TSMC expects to need to not only convert existing capacity to meet demands for specialty processes, but even build new (greenfield) fab space just for this purpose. One of the big drivers for this demand, in turn, will be TSMC's next specialty node: N4e, a 4nm-class ultra-low-power production node.</p>
<p>"In the past, we always did the review phase [for upcoming fabs], but for the first time in a long time at TSMC, we started building greenfield fab that will address the future specialty technology requirements," said Dr. Kevin Zhang, Senior Vice President, Business Development and Overseas Operations Office, at the event. "In the next four to five years, we actually going to grow our specialty capacity by up to 1.5x. In doing so we actually expanding the footprint of our manufacturing network to improve the resiliency of the overall fab supply chain."</p>
<p>On top of its well-known major logic nodes like N5 and N3E, TSMC also offers a suite of specialty nodes for applications such as power semiconductors, mixed analog I/O, and ultra-low-power applications (e.g. IoT). These are typically based on the company's trailing manufacturing processes, but regardless of the underlying technology, the capacity demand for these nodes is growing right alongside the demand for TSMC's major logic nodes. All of which has required TSMC to reevaluate how they go about planning for capacity on their specialty nodes.</p>
<p>TSMC's expansion strategy in the recent years has pursued several goals. One of them has been to build new fabs outside of Taiwan; another has been to generally expand production capacity to meet future demand for all types of process technologies – which is why the company is building up capacity for specialty nodes.</p>
<p>At present, TSMC's most advanced specialty node is N6e, an N7/N6 variant that supports operating voltages between 0.4V and 0.9V. With N4e, TSMC is looking at voltages below 0.4V. Though for now, TSMC is not disclosing much in the way of technical details for the planned node; given the company's history here, we expect they'll have more to talk about next year once the new process is ready.</p>
</p> Semiconductors](https://lh3.googleusercontent.com/blogger_img_proxy/AEn0k_t6ELnUmrrs5zJ-RRnsFnGv-9DnAnoqRy443x0ZpT4jqZJka5qQFj7assoIW9pQ9Zwd0mdQE7rQz1yZv4YDMUG6ajDBOne1JWl49_WMlFnFRIRRj2bPm0lH3EYQPuya4ARbZn5Cqw28cP1-g68N_TjmpWVI6mE5pA=w72-h72-p-k-no-nu)
![](https://twitter.com/share?url=https://compbuddey.blogspot.com/2024/05/amd-hits-record-high-share-in-x86_28.html&text=AMD Hits Record High Share in x86 Desktops and Servers in Q1 2024 <p align="center"><a href="https://www.anandtech.com/show/21392/amd-hits-record-high-share-in-x86-cpus-in-q1-2024"><img src="https://images.anandtech.com/doci/21392/amd-cpu-gpu-generic-678_575px.jpg" alt="" /></a></p><p><p>Coming out of the dark times that preceded the launch of AMD's Zen CPU architecture in 2017, to say that AMD has turned things around on the back of Zen would be an understatement. Ever since AMD launched its first Zen-based Ryzen and EPYC processors for client and server computers, it has been consistently gaining x86 market share, growing from a bit player to a respectable rival to Intel (and all at Intel's expense).</p>
<p>The first quarter of this year was no exception, according to <a href="http://www.mercuryresearch.com">Mercury Research</a>, as the company achieved record high unit shares on x86 desktop and x86 server CPU markets due to success of its Ryzen 8000-series client products and 4<sup>th</sup> Generation EPYC processors.</p>
<p>"Mercury noted in their first quarter report that AMD gained significant server and client revenue share driven by growing demand for 4th Gen EPYC and Ryzen 8000 series processors," a statement by AMD reads.</p>
<p align="center"><a href="https://www.anandtech.com/show/21392/amd-hits-record-high-share-in-x86-cpus-in-q1-2024"><img alt="" src="https://images.anandtech.com/doci/21392/amd-market-share-q1-2024.png" style="width: 100%;" /></a></p>
<h3>Desktop PCs: AMD Achieves Highest Share in More Than a Decade </h3>
<p>Desktops, particularly DIY desktops, have always been AMD's strongest market. After the company launched its Ryzen processors in 2017, it doubled its presence in desktops in just three years. But in the recent years the company had to prioritize production of more expensive CPUs for datacenters, which lead to some erosion of its desktop and mobile market shares.</p>
<p><a href="https://www.anandtech.com/show/21392/amd-hits-record-high-share-in-x86-cpus-in-q1-2024"><img alt="" src="https://images.anandtech.com/doci/21392/cpu-mkt-shares-q1-2024-mercury-desktops.png" style="width: 100%;" /></a></p>
<p>As the company secured more capacity at TSMC, it started to gradually increase production of desktop processors. In Q4 last year it introduced its Zen 4-based Ryzen 8000/Ryzen 8000 Pro processors for mainstream desktops, which appeared to be pretty popular with PC makers.</p>
<p>As a result of this and other factors, AMD increased unit sales of its desktop CPUs by 4.7% year-over-year in Q1 2024 and its market share achieved 23.9%, which is the highest desktop CPU market share the company commanded in over a decade. Interestingly, AMD does not attribute its success on the desktop front to any particular product or product family, which implies that there are multiple factors at play.</p>
<h3>Mobile PCs: A Slight Drop for AMD amid Intel's Meteor Lake Ramp</h3>
<p>AMD has been gradually regaining its share inside laptops for about 1.5 years now and sales of its Zen 4-based Ryzen 7040-series processors were quite strong in Q3 2023 and Q4 2023, when the company's unit share increased to 19.5% and 20.3%, respectively, as AMD-based notebook platforms ramped up. By contrast, Intel's Core Ultra 'Meteor Lake' powered machines only began to hit retail shelves in Q4'23, which affected sales of its processors for laptops.</p>
<p style="text-align: center;"><a href="https://www.anandtech.com/show/21392/amd-hits-record-high-share-in-x86-cpus-in-q1-2024"><img alt="" src="https://images.anandtech.com/doci/21392/cpu-mkt-shares-q1-2024-mercury-mobile.png" style="width: 100%;" /></a></p>
<p>In the first quarter AMD's unit share on the market of CPUs for notebooks decreased to 19.3%, down 1% sequentially. Meanwhile, the company still demonstrated significant year-over-year unit share increase of 3.1% and revenue share increase of 4%, which signals rising average selling price of AMD's latest Ryzen processors for mobile PCs.</p>
<h3>Client PCs: Slight Gain for AMD, Small Loss for Intel</h3>
<p>Overall, Intel remained the dominant force in client PC sales in the first quarter of 2024, with a 79.4% market share, leaving 20.6% for AMD. This is not particularly surprising given how strong and diverse Intel's client products lineup is. Even with continued success, it will take AMD years to grow sales by enough to completely flip the market.</p>
<p style="text-align: center;"><a href="https://www.anandtech.com/show/21392/amd-hits-record-high-share-in-x86-cpus-in-q1-2024"><img alt="" src="https://images.anandtech.com/doci/21392/cpu-mkt-shares-q1-2024-mercury-client.png" style="width: 100%;" /></a></p>
<p>But AMD actually gained a 0.3% unit share sequentially and a 3.6% unit share year-over year. Notably, however, AMD's revenue share of client PC market is significantly lower than its unit share (16.3% vs 20.6%), so the company is still somewhat pigeonholed into selling more budg... CPUs){kind=link}
![](https://www.pinterest.com/pin/create/button/?url=https://compbuddey.blogspot.com/2024/05/amd-hits-record-high-share-in-x86_28.html&media=https://lh3.googleusercontent.com/blogger_img_proxy/AEn0k_ulbt0tsEnbXWf9cgdoGm58zsv_51dfxAxJyKsScQDSCMq9kko27tfUU5jVsz67EHkjfE3aW0-KEnFndBFgtfU1Joo4T2iTQ9ujYDD-Kvp-EhoLTtzcne-gFJ7dOkpHp6buY6Lrp-RiSpbLTQ&description=AMD Hits Record High Share in x86 Desktops and Servers in Q1 2024 <p align="center"><a href="https://www.anandtech.com/show/21392/amd-hits-record-high-share-in-x86-cpus-in-q1-2024"><img src="https://images.anandtech.com/doci/21392/amd-cpu-gpu-generic-678_575px.jpg" alt="" /></a></p><p><p>Coming out of the dark times that preceded the launch of AMD's Zen CPU architecture in 2017, to say that AMD has turned things around on the back of Zen would be an understatement. Ever since AMD launched its first Zen-based Ryzen and EPYC processors for client and server computers, it has been consistently gaining x86 market share, growing from a bit player to a respectable rival to Intel (and all at Intel's expense).</p>
<p>The first quarter of this year was no exception, according to <a href="http://www.mercuryresearch.com">Mercury Research</a>, as the company achieved record high unit shares on x86 desktop and x86 server CPU markets due to success of its Ryzen 8000-series client products and 4<sup>th</sup> Generation EPYC processors.</p>
<p>"Mercury noted in their first quarter report that AMD gained significant server and client revenue share driven by growing demand for 4th Gen EPYC and Ryzen 8000 series processors," a statement by AMD reads.</p>
<p align="center"><a href="https://www.anandtech.com/show/21392/amd-hits-record-high-share-in-x86-cpus-in-q1-2024"><img alt="" src="https://images.anandtech.com/doci/21392/amd-market-share-q1-2024.png" style="width: 100%;" /></a></p>
<h3>Desktop PCs: AMD Achieves Highest Share in More Than a Decade </h3>
<p>Desktops, particularly DIY desktops, have always been AMD's strongest market. After the company launched its Ryzen processors in 2017, it doubled its presence in desktops in just three years. But in the recent years the company had to prioritize production of more expensive CPUs for datacenters, which lead to some erosion of its desktop and mobile market shares.</p>
<p><a href="https://www.anandtech.com/show/21392/amd-hits-record-high-share-in-x86-cpus-in-q1-2024"><img alt="" src="https://images.anandtech.com/doci/21392/cpu-mkt-shares-q1-2024-mercury-desktops.png" style="width: 100%;" /></a></p>
<p>As the company secured more capacity at TSMC, it started to gradually increase production of desktop processors. In Q4 last year it introduced its Zen 4-based Ryzen 8000/Ryzen 8000 Pro processors for mainstream desktops, which appeared to be pretty popular with PC makers.</p>
<p>As a result of this and other factors, AMD increased unit sales of its desktop CPUs by 4.7% year-over-year in Q1 2024 and its market share achieved 23.9%, which is the highest desktop CPU market share the company commanded in over a decade. Interestingly, AMD does not attribute its success on the desktop front to any particular product or product family, which implies that there are multiple factors at play.</p>
<h3>Mobile PCs: A Slight Drop for AMD amid Intel's Meteor Lake Ramp</h3>
<p>AMD has been gradually regaining its share inside laptops for about 1.5 years now and sales of its Zen 4-based Ryzen 7040-series processors were quite strong in Q3 2023 and Q4 2023, when the company's unit share increased to 19.5% and 20.3%, respectively, as AMD-based notebook platforms ramped up. By contrast, Intel's Core Ultra 'Meteor Lake' powered machines only began to hit retail shelves in Q4'23, which affected sales of its processors for laptops.</p>
<p style="text-align: center;"><a href="https://www.anandtech.com/show/21392/amd-hits-record-high-share-in-x86-cpus-in-q1-2024"><img alt="" src="https://images.anandtech.com/doci/21392/cpu-mkt-shares-q1-2024-mercury-mobile.png" style="width: 100%;" /></a></p>
<p>In the first quarter AMD's unit share on the market of CPUs for notebooks decreased to 19.3%, down 1% sequentially. Meanwhile, the company still demonstrated significant year-over-year unit share increase of 3.1% and revenue share increase of 4%, which signals rising average selling price of AMD's latest Ryzen processors for mobile PCs.</p>
<h3>Client PCs: Slight Gain for AMD, Small Loss for Intel</h3>
<p>Overall, Intel remained the dominant force in client PC sales in the first quarter of 2024, with a 79.4% market share, leaving 20.6% for AMD. This is not particularly surprising given how strong and diverse Intel's client products lineup is. Even with continued success, it will take AMD years to grow sales by enough to completely flip the market.</p>
<p style="text-align: center;"><a href="https://www.anandtech.com/show/21392/amd-hits-record-high-share-in-x86-cpus-in-q1-2024"><img alt="" src="https://images.anandtech.com/doci/21392/cpu-mkt-shares-q1-2024-mercury-client.png" style="width: 100%;" /></a></p>
<p>But AMD actually gained a 0.3% unit share sequentially and a 3.6% unit share year-over year. Notably, however, AMD's revenue share of client PC market is significantly lower than its unit share (16.3% vs 20.6%), so the company is still somewhat pigeonholed into selling more budg... CPUs){kind=link}
![](https://web.whatsapp.com/send?text=AMD Hits Record High Share in x86 Desktops and Servers in Q1 2024 <p align="center"><a href="https://www.anandtech.com/show/21392/amd-hits-record-high-share-in-x86-cpus-in-q1-2024"><img src="https://images.anandtech.com/doci/21392/amd-cpu-gpu-generic-678_575px.jpg" alt="" /></a></p><p><p>Coming out of the dark times that preceded the launch of AMD's Zen CPU architecture in 2017, to say that AMD has turned things around on the back of Zen would be an understatement. Ever since AMD launched its first Zen-based Ryzen and EPYC processors for client and server computers, it has been consistently gaining x86 market share, growing from a bit player to a respectable rival to Intel (and all at Intel's expense).</p>
<p>The first quarter of this year was no exception, according to <a href="http://www.mercuryresearch.com">Mercury Research</a>, as the company achieved record high unit shares on x86 desktop and x86 server CPU markets due to success of its Ryzen 8000-series client products and 4<sup>th</sup> Generation EPYC processors.</p>
<p>"Mercury noted in their first quarter report that AMD gained significant server and client revenue share driven by growing demand for 4th Gen EPYC and Ryzen 8000 series processors," a statement by AMD reads.</p>
<p align="center"><a href="https://www.anandtech.com/show/21392/amd-hits-record-high-share-in-x86-cpus-in-q1-2024"><img alt="" src="https://images.anandtech.com/doci/21392/amd-market-share-q1-2024.png" style="width: 100%;" /></a></p>
<h3>Desktop PCs: AMD Achieves Highest Share in More Than a Decade </h3>
<p>Desktops, particularly DIY desktops, have always been AMD's strongest market. After the company launched its Ryzen processors in 2017, it doubled its presence in desktops in just three years. But in the recent years the company had to prioritize production of more expensive CPUs for datacenters, which lead to some erosion of its desktop and mobile market shares.</p>
<p><a href="https://www.anandtech.com/show/21392/amd-hits-record-high-share-in-x86-cpus-in-q1-2024"><img alt="" src="https://images.anandtech.com/doci/21392/cpu-mkt-shares-q1-2024-mercury-desktops.png" style="width: 100%;" /></a></p>
<p>As the company secured more capacity at TSMC, it started to gradually increase production of desktop processors. In Q4 last year it introduced its Zen 4-based Ryzen 8000/Ryzen 8000 Pro processors for mainstream desktops, which appeared to be pretty popular with PC makers.</p>
<p>As a result of this and other factors, AMD increased unit sales of its desktop CPUs by 4.7% year-over-year in Q1 2024 and its market share achieved 23.9%, which is the highest desktop CPU market share the company commanded in over a decade. Interestingly, AMD does not attribute its success on the desktop front to any particular product or product family, which implies that there are multiple factors at play.</p>
<h3>Mobile PCs: A Slight Drop for AMD amid Intel's Meteor Lake Ramp</h3>
<p>AMD has been gradually regaining its share inside laptops for about 1.5 years now and sales of its Zen 4-based Ryzen 7040-series processors were quite strong in Q3 2023 and Q4 2023, when the company's unit share increased to 19.5% and 20.3%, respectively, as AMD-based notebook platforms ramped up. By contrast, Intel's Core Ultra 'Meteor Lake' powered machines only began to hit retail shelves in Q4'23, which affected sales of its processors for laptops.</p>
<p style="text-align: center;"><a href="https://www.anandtech.com/show/21392/amd-hits-record-high-share-in-x86-cpus-in-q1-2024"><img alt="" src="https://images.anandtech.com/doci/21392/cpu-mkt-shares-q1-2024-mercury-mobile.png" style="width: 100%;" /></a></p>
<p>In the first quarter AMD's unit share on the market of CPUs for notebooks decreased to 19.3%, down 1% sequentially. Meanwhile, the company still demonstrated significant year-over-year unit share increase of 3.1% and revenue share increase of 4%, which signals rising average selling price of AMD's latest Ryzen processors for mobile PCs.</p>
<h3>Client PCs: Slight Gain for AMD, Small Loss for Intel</h3>
<p>Overall, Intel remained the dominant force in client PC sales in the first quarter of 2024, with a 79.4% market share, leaving 20.6% for AMD. This is not particularly surprising given how strong and diverse Intel's client products lineup is. Even with continued success, it will take AMD years to grow sales by enough to completely flip the market.</p>
<p style="text-align: center;"><a href="https://www.anandtech.com/show/21392/amd-hits-record-high-share-in-x86-cpus-in-q1-2024"><img alt="" src="https://images.anandtech.com/doci/21392/cpu-mkt-shares-q1-2024-mercury-client.png" style="width: 100%;" /></a></p>
<p>But AMD actually gained a 0.3% unit share sequentially and a 3.6% unit share year-over year. Notably, however, AMD's revenue share of client PC market is significantly lower than its unit share (16.3% vs 20.6%), so the company is still somewhat pigeonholed into selling more budg... CPUs | https://compbuddey.blogspot.com/2024/05/amd-hits-record-high-share-in-x86_28.html){kind=link}
![](mailto:?subject=AMD Hits Record High Share in x86 Desktops and Servers in Q1 2024 <p align="center"><a href="https://www.anandtech.com/show/21392/amd-hits-record-high-share-in-x86-cpus-in-q1-2024"><img src="https://images.anandtech.com/doci/21392/amd-cpu-gpu-generic-678_575px.jpg" alt="" /></a></p><p><p>Coming out of the dark times that preceded the launch of AMD's Zen CPU architecture in 2017, to say that AMD has turned things around on the back of Zen would be an understatement. Ever since AMD launched its first Zen-based Ryzen and EPYC processors for client and server computers, it has been consistently gaining x86 market share, growing from a bit player to a respectable rival to Intel (and all at Intel's expense).</p>
<p>The first quarter of this year was no exception, according to <a href="http://www.mercuryresearch.com">Mercury Research</a>, as the company achieved record high unit shares on x86 desktop and x86 server CPU markets due to success of its Ryzen 8000-series client products and 4<sup>th</sup> Generation EPYC processors.</p>
<p>"Mercury noted in their first quarter report that AMD gained significant server and client revenue share driven by growing demand for 4th Gen EPYC and Ryzen 8000 series processors," a statement by AMD reads.</p>
<p align="center"><a href="https://www.anandtech.com/show/21392/amd-hits-record-high-share-in-x86-cpus-in-q1-2024"><img alt="" src="https://images.anandtech.com/doci/21392/amd-market-share-q1-2024.png" style="width: 100%;" /></a></p>
<h3>Desktop PCs: AMD Achieves Highest Share in More Than a Decade </h3>
<p>Desktops, particularly DIY desktops, have always been AMD's strongest market. After the company launched its Ryzen processors in 2017, it doubled its presence in desktops in just three years. But in the recent years the company had to prioritize production of more expensive CPUs for datacenters, which lead to some erosion of its desktop and mobile market shares.</p>
<p><a href="https://www.anandtech.com/show/21392/amd-hits-record-high-share-in-x86-cpus-in-q1-2024"><img alt="" src="https://images.anandtech.com/doci/21392/cpu-mkt-shares-q1-2024-mercury-desktops.png" style="width: 100%;" /></a></p>
<p>As the company secured more capacity at TSMC, it started to gradually increase production of desktop processors. In Q4 last year it introduced its Zen 4-based Ryzen 8000/Ryzen 8000 Pro processors for mainstream desktops, which appeared to be pretty popular with PC makers.</p>
<p>As a result of this and other factors, AMD increased unit sales of its desktop CPUs by 4.7% year-over-year in Q1 2024 and its market share achieved 23.9%, which is the highest desktop CPU market share the company commanded in over a decade. Interestingly, AMD does not attribute its success on the desktop front to any particular product or product family, which implies that there are multiple factors at play.</p>
<h3>Mobile PCs: A Slight Drop for AMD amid Intel's Meteor Lake Ramp</h3>
<p>AMD has been gradually regaining its share inside laptops for about 1.5 years now and sales of its Zen 4-based Ryzen 7040-series processors were quite strong in Q3 2023 and Q4 2023, when the company's unit share increased to 19.5% and 20.3%, respectively, as AMD-based notebook platforms ramped up. By contrast, Intel's Core Ultra 'Meteor Lake' powered machines only began to hit retail shelves in Q4'23, which affected sales of its processors for laptops.</p>
<p style="text-align: center;"><a href="https://www.anandtech.com/show/21392/amd-hits-record-high-share-in-x86-cpus-in-q1-2024"><img alt="" src="https://images.anandtech.com/doci/21392/cpu-mkt-shares-q1-2024-mercury-mobile.png" style="width: 100%;" /></a></p>
<p>In the first quarter AMD's unit share on the market of CPUs for notebooks decreased to 19.3%, down 1% sequentially. Meanwhile, the company still demonstrated significant year-over-year unit share increase of 3.1% and revenue share increase of 4%, which signals rising average selling price of AMD's latest Ryzen processors for mobile PCs.</p>
<h3>Client PCs: Slight Gain for AMD, Small Loss for Intel</h3>
<p>Overall, Intel remained the dominant force in client PC sales in the first quarter of 2024, with a 79.4% market share, leaving 20.6% for AMD. This is not particularly surprising given how strong and diverse Intel's client products lineup is. Even with continued success, it will take AMD years to grow sales by enough to completely flip the market.</p>
<p style="text-align: center;"><a href="https://www.anandtech.com/show/21392/amd-hits-record-high-share-in-x86-cpus-in-q1-2024"><img alt="" src="https://images.anandtech.com/doci/21392/cpu-mkt-shares-q1-2024-mercury-client.png" style="width: 100%;" /></a></p>
<p>But AMD actually gained a 0.3% unit share sequentially and a 3.6% unit share year-over year. Notably, however, AMD's revenue share of client PC market is significantly lower than its unit share (16.3% vs 20.6%), so the company is still somewhat pigeonholed into selling more budg... CPUs&body=https://compbuddey.blogspot.com/2024/05/amd-hits-record-high-share-in-x86_28.html){kind=link}
NVIDIA's AD102 GPU Pops Up in MSI GeForce RTX 4070 Ti Super Cards 
As GPU families enter the later part of their lifecycles, we often see chip manufacturers start to offload stockpiles of salvaged chips that, for one reason or another, didn't make the grade for the tier of cards they normally are used in. These recovered chips are fairly unremarkable overall, but they are unsold silicon that still works and has economic value, leading to them being used in lower-tier cards so that they can be sold. And, judging by the appearance of a new video card design from MSI, it looks like NVIDIA's Ada Lovelace generation of chips has reached that stage, as the Taiwanese video card maker has put out a new GeForce RTX 4070 Ti Super card based on a salvaged AD102 GPU.
Typically based on NVIDIA's AD103 GPU, NVIDIA's GeForce RTX 4070 Ti Super series sits a step below the company's flagship RTX 4080/4090 cards, both of which are based on the bigger and badder AD102 chip. But with some number of AD102 chips inevitably failing to live up to RTX 4080 specifications, rather than being thrown out, these chips can instead be used to make RTX 4070 cards. Which is exactly what MSI has done with their new GeForce RTX 4070 Ti Super Ventus 3X Black OC graphics card.
The card itself is relatively unremarkable – using a binned AD102 chip doesn't come with any advantages, and it should perform just like regular AD103 cards – and for that reason, video card vendors rarely publicly note when they're doing a run of cards with a binned-down version of a bigger chip. However, these larger chips have a tell-tale PCB footprint that usually makes it obvious what's going on. Which, as first noticed by @wxnod, is exactly what's going on with MSI's card.
Ada Lovelace Lineup: MSI GeForce RTX 4070 TiS (AD103), RTX 4070 TiS (AD102), & RTX 4090 (AD102)
The tell, in this case, is the rear board shot provided by MSI. The larger AD102 GPU uses an equally larger mounting bracket, and is paired with a slightly more complex array of filtering capacitors on the back side of the board PCB. Ultimately, since these are visible in MSI's photos of their GeForce RTX 4070 Ti Super Ventus 3X Black OC, it's easy to compare it to other video cards and see that it has exactly the same capacitor layout as MSI's GeForce RTX 4090, thus confirming the use of an AD102 GPU.
Chip curiosities aside, all of NVIDIA GeForce RTX 4070 Ti Super graphics cards – no matter whether they are based on the AD102 or AD103 GPU – come with a GPU with 8,448 active CUDA cores and 16 GB of GDDR6X memory, so it doesn't (typically) matter which chip they carry. Otherwise, compared to a fully-enabled AD102 chip, the RTX 4070 Ti Super specifications are relatively modest, with fewer than half as many CUDA cores, underscoring how the AD102 chip being used in MSI's card is a pretty heavy salvage bin.
As for the rest of the card, MSI GeForce RTX 4070 Ti Super Ventus 3X Black OC is a relatively hefty card overall, with a cooling system to match. Being overclocked, the Ventus also has a slightly higher TDP than normal GeForce RTX 4070 Ti Super cards, weighing in at 295 Watts, or 10 Watts above baseline cards.
Meanwhile, MSI is apparently not the only video card manufacturer using salvaged AD102 chips for GeForce RTX 4070 Ti Super, either. @wxnod has also posted a screenshot obtained on an Inno3D GeForce RTX 4070 Ti Super based on an AD102 GPU.
GPUs
Ada Lovelace Lineup: MSI GeForce RTX 4070 TiS (AD103), RTX 4070 TiS (AD102), & RTX 4090 (AD102)
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Samsung Foundry Unveils Updated Roadmap: BSPDN and 2nm Evolution Through 2027
Samsung this week has unveiled its latest process technologies roadmap at the company's Samsung Foundry Forum (SFF) U.S. The new plan covers the evolution of Samsung's 2nm-class production nodes through 2027, including a process technology with a backside power delivery, re-emphasizing plans to bring out a 1.4nm-class node in 2027, and the introduction of a 'high value' 4nm-class manufacturing tech.
Samsung Foundry's key announcements for today are clearly focused on the its 2nm-class process technologies, which are set to enter production in 2025 and will span to 2027, when the company's 1.4-nm class production node is set to enter the scene. Samsung is also adding (or rather, renaming) another 2nm-class node to their roadmap with SF2, which was previously disclosed by Samsung as SF3P and aimed at high-performance devices.
"We have refined and improved the SF3P, resulting in what we now refer to as SF2," a Samsung spokesperson told AnandTech. "This enhanced node incorporates various process design improvements, delivering notable power, performance, and area (PPA) benefits."
| Samsung Foundry for Leading-Edge Nodes Announced on June 12, 2024 Compiled by AnandTech |
||||||||
| HVM Start | 2023 | 2024 | 2025 | 2026 | 2027 | 2027 | ||
| Process | SF3E | SF3 | SF2 (aka SF3P) |
SF2P/SF2X | SF2Z | SF1.4 | ||
| FET | GAAFET | |||||||
| Power Delivery | Frontside | Backside (BSPDN) | ? | |||||
| EUV | 0.33 NA EUV | ? | ? | ? | ? | |||
This is another example of a rebranding of leading-edge fabrication nodes in the recent years by a major chipmaker. Samsung Foundry is not disclosing any specific PPA improvements SF3P has over SF2, and for now is only stating in high-level terms that it will be a better-performing node than the planned SF3P.
Meanwhile, this week's announcement also includes new information on Samsung's next batch of process nodes, which are planned for 2026 and 2027. In 2026 Samsung will have SF2P, a further refinement of SF2 which incorporates 'faster' yet less dense transistors. That will be followed up in 2027 with SF2Z, which adds backside power delivery to the mix for better and higher quality power delivery. In particular, Samsung is targetting voltate drop (aka IR drop) here, which is an ongoing concern in chip design.
Finally, SF1.4, a 1.4nm-class node, is on track for 2027 as well. Interestingly, however, it looks like it does not feature a backside power delivery. Which, per current roadmaps, would have Samsung as the only foundry not using BSPDN for their first 1.4nm/14Å-class node.
"We have optimized BSPDN and incorporated it for the first time in the SF2Z node we announced today," the spokesperso... Semiconductors
Fadu's FC5161 SSD Controller Breaks Cover in Western Digital's PCIe Gen5 Enterprise Drives
When Western Digital introduced its Ultrastar DC SN861 SSDs earlier this year, the company did not disclose which controller it used for these drives, which made many observers presume that WD was using an in-house controller. But a recent teardown of the drive shows that is not the case; instead, the company is using a controller from Fadu, a South Korean company founded in 2015 that specializes on enterprise-grade turnkey SSD solutions.
The Western Digital Ultrastar DC SN861 SSD is aimed at performance-hungry hyperscale datacenters and enterprise customers which are adopting PCIe Gen5 storage devices these days. And, as uncovered in photos from a recent Storage Review article, the drive is based on Fadu's FC5161 NVMe 2.0-compliant controller. The FC5161 utilizes 16 NAND channels supporting an ONFi 5.0 2400 MT/s interface, and features a combination of enterprise-grade capabilities (OCP Cloud Spec 2.0, SR-IOV, up to 512 name spaces for ZNS support, flexible data placement, NVMe-MI 1.2, advanced security, telemetry, power loss protection) not available on other off-the-shelf controllers – or on any previous Western Digital controllers.
The Ultrastar DC SN861 SSD offers sequential read speeds up to 13.7 GB/s as well as sequential write speeds up to 7.5 GB/s. As for random performance, it boasts with an up to 3.3 million random 4K read IOPS and up to 0.8 million random 4K write IOPS. The drives are available in capacities between 1.6 TB and 7.68 TB with one or three drive writes per day (DWPD) over five years rating as well as in U.2 and E1.S form-factors.
While the two form factors of the SN861 share a similar technical design, Western Digital has tailored each version for distinct workloads: the E1.S supports FDP and performance enhancements specifically for cloud environments. By contrast, the U.2 model is geared towards high-performance enterprise tasks and emerging applications like AI.
Without any doubts, Western Digital's Ultrastar DC SN861 is a feature-rich high-performance enterprise-grade SSD. It has another distinctive feature: a 5W idle power consumption, which is rather low by the standards of enterprise-grade drives (e.g., it is 1W lower compared to the SN840). While the difference with predecessors may be just 1W, hyperscalers deploy thousands of drives and for their TCO every watt counts.
Western Digital's Ultrastar DC SN861 SSDs are now available for purchase to select customers (such as Meta) and to interested parties. Prices are unknown, but they will depend on such factors as volumes.
Sources: Fadu, Storage Review
Storage
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