Jordan Klein, president of Mizuho Securities, reported that he learned from a senior executive of a server manufacturer that AMD raised the price of its EPYC processor, ranging from 10 to 30%.
At present, AMD's main EPYC processor is based on the Zen3 architecture Milan (EPYC 7xx3), and according to the plan, the 3D cache version of Milan-X should soon be on the rise. With the advantages of Zen3 architecture and the brute force specification of 64 cores and 128 threads, it has won the favor of a large number of data centers, cloud services, and Internet giants since its listing.
The research report believes that the reason for amD's price increase is the rise in manufacturing costs, design wafer foundry, materials, transportation and many other links.
As for Intel, because it is self-produced and sold, it is relatively comfortable. While Mizuho understands that the capacity of Intel Ice Lake server processors has increased by 50%, the bad news is that the new generation of Xeon Scalable family, Sapphire Rapids, has been delayed and needs to wait until the third quarter of this year.
Sapphire Rapids is based on the Intel 7 (10nm) process, using EMIB multi-chip interconnection, and it is said that a single channel can reach a maximum of 48 cores.
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