AMD has new server part back

Any guesses what this one is?

AMD EPYC LogoIt looks like AMD just got a very interesting server part back from the fabs. SemiAccurate has learned that in late May, a surprise package arrived for the server team from Hsinchu, and it lays out an important timeline.

OK, we may be overstating it with the surprise bit but the package was very important for AMD. Any guesses what it is? Assuming you guessed right, you probably understand why it is so important too.

Note: The following is for professional and student level subscribers.

Disclosures: Charlie Demerjian and Stone Arch Networking Services, Inc. have no consulting relationships, investment relationships, or hold any investment positions with any of the companies mentioned in this report.

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Charlie Demerjian

Roving engine of chaos and snide remarks at SemiAccurate
Charlie Demerjian is the founder of Stone Arch Networking Services and is a technology news site; addressing hardware design, software selection, customization, securing and maintenance, with over one million views per month. He is a technologist and analyst specializing in semiconductors, system and network architecture. As head writer of, he regularly advises writers, analysts, and industry executives on technical matters and long lead industry trends. Charlie is also available through Guidepoint and Mosaic. FullyAccurate