With a brief update on the state of future products as part of the conference after earnings this afternoon, AMD has confirmed that both their upcoming Roma (Zen 2) CPU and their first Navi architecture GPU will launch in the third quarter of this year.
Of course, AMD's Roma need no introduction. The first product out of AMD based on the Zen 2 architecture, is the chip built on TSMC's 7nm process, and should offer some interesting performance and efficiency improvements. With special attention, the chip incorporates a new-to-AMD chiplet based design approach, using separate I / O and CPU dies to simplify production and allow simpler chip customization.
As AMD's second generation EPYC processor, we expect Rome to be the major server battle for AMD – while first generation EPYC was mostly testing the water and proving AMD's readiness, Rome will be where AMD finally can win big customer orders. Overall, AMD says the CPU will sample this quarter and launch in Q3; Although it is something that Intel's server CPU launches, the ever-hungry hyperscalers can stop consuming all of the first supply.
Meanwhile, Navi is the code name architecture for AMD's next generation GPUs. The first Navi GPU, which is also built on TSMC's 7nm process, will start in Q3 this year. It should be noted that the Navi is not a single GPU, but should rather be a family of GPUs (as it is traditional for GPUs), so it is not clear which exact model is being launched – if it is high-end, mid-range or otherwise. In other comments on their conference call, AMD said that Navi will be priced lower than Radeon VII, but at $ 699 for what's their most expensive consumer card, there's nothing that narrows things down. Overall, Q3 will be 2 years since AMD's Vega GPU architecture was launched and beyond Polaris, so AMD's entire GPU stack might update during the Navi generation.
With regard to technology, we know very little about the Navi architecture so far. But if there is a Q3 launch, this will no doubt change soon.