MADISON, Wisc. — Ampere Computing, a startup led by former Intel President Renée James, unveiled its ARM-based server SoC, promising to “accelerate hyperscale cloud computing innovations.”
Ren�e James
James' new company will target the fast-growing data-center server market dominated by Intel. Perhaps, therefore, this is a story about redemption.
However, it remains far from clear whether this will attain poetic justice for James. Industry observers remain skeptical that Ampere’s ARM server SoC can make a dent in Intel’s near-monopoly.
A little history behind Ampere
After all, Ampere’s “new” server SoC chip isn’t exactly new.
According to Linley Gwennap, principal analyst at the Linley Group and a close follower of the market segment, the ARM-based server SoC Ampere is pitching today was originally designed by Applied Micro Circuits Corp. (AMCC) back in 2015. Known as the X-Gene 3, it was AMCC’s third-generation ARM-based server SoC, running at 3 GHz, made in a 16nm FinFET process at TSMC.
AMCC’s X-Gene 3, however, never got into production. AMCC, suffering from losses on its previous generation server SoCs and ballooning development cost for X-Gene 3, sold out to Macom in late 2016. Macom, however, from the get-go, focused its interest in the communications part of AMCC, not its X-Gene ARM server business. The X-Gene enterprise ended up getting shopped around, eventually being acquired by the Carlyle Group, a private equity firm.
Meanwhile, after leaving Intel in the summer of 2015, James joined Carlyle in early 2016 as an operating executive. The Carlyle Group rebranded the X-Gene ARM server SoC business as Ampere. James became CEO last fall.
In short, Ampere’s “new” server SoC is “the same processor that’s been kicked around on the market for a while,” said Gwennap.
To be fair, in restarting what used to AMCC’s third-generation ARM server SoC business, the Carlyle Group infused new blood into Ampere’s existing staff of 250 people.
Among a handful of ex-Intel engineers Carlyle installed at Ampere include: a 30-year Intel veteran, Atiq Bajwa, as Ampere’s chief architect, and Rohit Vadwans, as executive vice president of hardware engineering. Bajwa, at Intel, was the head of X86 architecture for all products, while Vadwans worked at Intel as a head of platform engineering. Greg Favor, who was AMCC’s lead architect of X-Gene SoCs, remains at Ampere as Senior Fellow.
Ampere roadmap
Kumar Sankaran, Ampere’s vice president of software and platform engineering, told us that Ampere’s first product will be coming out before mid-2018.
Highlights of the SoC will include a large number of cores (32 ARM V8 64-bit cores) and performance up to 3.3GHz, low power consumption at 125 watts, memory capacity of 1 Terabyte per socket, and high bandwidth PCIEs — 42 lanes of PCIE Gen 3 — accommodating external add-ons. Ampere claims that its debut X-Gene 3 offers 33 percent higher memory capacity and bandwidth than rivals’ SoCs.
Ampere's first produce specs (Source: Ampere)
Ampere (Santa Clara, Calif.) believes it will benefit from 64-bit ARM V8-A architectural license originally acquired by AMCC. Ampere regards the license as key to its ability to further customize silicon designs. “We can even control the power a chip draws in accordance with applications,” explained Sankaran.
Shane Rau, research vice president for computing semiconductors at IDC, told EE Times, “An architectural license buys you long-term design choice and differentiation.”
He added, “If you’re a serious server processor vendor vying for the average selling prices and margins of the segment, you must select your target customers and markets and design for them, have a combination of price, performance, power, and features that differentiate yourself, and sustain that differentiation over the long term.” In short, an architectural license allows all that, whereas a standard ARM core does not.
But given that other chip vendors such as Cavium, Huawei (which owns HiSilicon), Broadcom, Qualcomm and others also have ARM’s architectural license, it’s unclear how big an edge accrues to Ampere.
Next page: ARM ecosystem getting ready?