... [+]Almost exactly one year after AMD completed its acquisition of Xilinx, AMD, and frankly the industry, is starting to reap the benefits of the combined company. The mobile industry has fully mobilized at this year’s Mobile World Congress in Barcelona with a resurgence of major announcements around the show and AMD is no exception. Coming off a relatively strong 2022 in terms of revenues as well as product launches, AMD is looking to keep the momentum building as we kick off 2023.
With support for 4X4 and 8X8 MIMO antenna arrays and full digital front ends, the new Zynq RFSoCs target the full RU range from small cells to massive MIMO configurations, and in the case of the ZU63DR, dual-band, entry level O-RAN radio unit applications. AMD expects to release both parts to production in May 2023.
To help deliver on its partnership goals with Nokia, AMD’s Epyc CPUs offer a SKU stack that scales from 8 to 96 cores with support for as much as 6TB of RAM per socket, 128 PCIe Gen 5 lanes, and 12 memory channels per CPU. A recent comparison performed by AMD against a leading competitor claims that data centers using these CPUs will need 35% fewer servers and sockets and consume 29% less power per year.
With these announcements, as well as a full showcase of demos at the show with various partners, AMD is touting its 5G telco market leadership and they’re making a strong argument for it.
It is still early in 2023 and success for AMD will depend on executing on these announcements and other strategic initiatives. However, if recent performance is any indication, Dr. Lisa Su and company are definitely building off their strong 2022 results and looking to deliver some knock out punches in 2023.
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