Recent #AMD news in the semiconductor industry
➀ The Gigabyte B343-C40-AAJ1 is a 10-node AMD EPYC 4005 (or Ryzen 9000) server housed in a 3U chassis, offering high-density computing with compact design;
➁ The system reduces costs through shared 2kW Titanium power supplies (4 for 10 nodes) and centralized management via two CMC ports, minimizing power and network infrastructure requirements;
➂ It utilizes three OCP NIC 3.0 slots for multi-host networking, enabling resource sharing and further lowering deployment costs.
➀ AMD's Zen 6 architecture may be delayed until 2027, marking a significant shift from the company's established release rhythm;
➁ The Ryzen 11000 series could face a year-long delay due to changes in TSMC's advanced node production plan;
➂ The N2X process node, central to Zen 6 development, is now expected to be available closer to late 2027 or early 2028;
➃ This delay disrupts AMD's two-year product cadence, potentially creating the longest hiatus between major CPU generations in nearly a decade;
➄ AMD is expected to implement a two-phase strategy to manage the transition, possibly releasing enhanced versions of Zen 5 and delaying the full Zen 6 rollout.
➀ Another Ryzen processor with 3D V-Cache is on its way, targeting budget gaming PCs.
➁ The Ryzen 5 7500X3D is rumored to be based on AMD's Zen 4 architecture.
➂ The chip aims to boost performance for affordable gaming PCs.
➀ Jonathan Goldberg warns of a classic bubble forming in the semiconductor sector due to the AI boom.
➁ He discusses the rise of Neo-Cloud companies and the financial implications of partnerships like OpenAI and AMD.
➂ Goldberg expresses concerns about China's rapid advancements in semiconductor technology, particularly Huawei's development of EUV lithography and the potential impact on global markets.
➀ IBM researchers successfully implemented a quantum error-correction algorithm on AMD FPGAs, achieving real-time processing 10 times faster than required;
➁ This breakthrough accelerates IBM's Starling quantum computer project, potentially shifting its 2029 schedule forward;
➂ The Relay-BP algorithm demonstrates superior flexibility and accuracy in handling quantum computational errors, addressing a key barrier to practical quantum computing.
➀ AMD Radeon AI Pro R9700显卡将于10月27日发布,起售价1299美元;
➁ 该显卡专为AI开发者设计,提供可扩展的多GPU性能和32GB VRAM;
➂ Radeon AI Pro R9700基于RDNA 4架构,具有64个计算单元、4096个流处理器等;
➃ Radeon AI Pro R9700将于10月27日通过零售合作伙伴上市。
➀ Apple's M5 achieves record 1600.2 points in CPU-Z single-thread benchmark, 68% faster than Intel i9-14900KS and 85% ahead of AMD Ryzen 9 9950X3D;
➁ Multi-thread performance disappoints with 5,976 points, trailing behind modern 12/16-core CPUs due to lack of hyper-threading;
➂ Benchmark conducted through Windows 11 virtualization raises questions about Apple Silicon scheduling efficiency in non-native environments.
➀ Newegg offers a pre-built gaming PC with AMD Ryzen 7 9800X3D and RX 9070 XT at 47% off ($1,900 discount), now $2,099;
➁ Includes 32GB DDR5 RAM, 2TB NVMe SSD, Wi-Fi X670主板, and bundled Windows 11 for a seamless 4K gaming experience;
➂ Features premium cooling, free peripherals, and one-year warranty, positioning it as a cost-effective alternative to NVIDIA's flagship GPUs.
➀ Fujitsu launched the FMV Note A77-K3 laptop in Japan with an AMD Ryzen 7 7000-series APU and a built-in Blu-ray drive, combining modern specs with legacy optical media support.
➁ Japan remains a stronghold for optical drives, with reports of surged demand for Blu-ray drives and Windows 11 PCs in Tokyo's Akihabara district.
➂ Other Japan-exclusive laptops, like Dynabook T and NEC Lavie N16, also feature optical drives, reflecting unique market preferences for physical media.
➀ AMD showcased its Helios MI450 AI reference rack at OCP Summit 2025, featuring power shelves, compute nodes, and networking trays, designed by the ZT Systems team acquired by AMD;
➁ Meta presented a modified version of the Helios rack at the event, with significant differences in power distribution, networking layouts, and component configurations;
➂ The rack highlights AMD's focus on AI/HPC infrastructure, including PCIe Gen6 support and EDSFF E1.S SSDs, with the system's design optimized for high-density AI workloads.
➀ German overclocker Der8auer tested spray cooling on a Ryzen 7 9800X3D CPU using a makeshift setup, revealing challenges in achieving full IHS coverage.
➁ The experimental cooling method, inspired by supercomputers like Cray X1, relies on non-conductive mist sprayed directly on the chip but underperformed compared to traditional air cooling.
➂ Despite partial success, results highlighted the critical role of nozzle placement and coolant properties, emphasizing spray cooling's niche status in supercomputing.
➀ AMD and NVIDIA lead the AI accelerator market with annual product releases, while hyperscalers like Amazon, Google, and Meta also adopt aggressive development roadmaps;
➁ AMD plans to split its Instinct MI400-series into AI-focused (MI450X) and HPC-focused (MI430X) chips using TSMC’s 2nm process and HBM4, while NVIDIA's Rubin GPUs target 50 PFLOPS inference performance with groundbreaking power demands;
➂ Intel struggles with market adoption of Gaudi accelerators, while OpenAI partners with Broadcom and embraces Nvidia GPUs despite developing its custom XPU.
➀ ETH Zurich researchers identified a hardware-level vulnerability named **RMPocalypse** in AMD's SEV-SNP technology, which secures confidential cloud computing environments;
➁ The flaw allowed 100% success rate in bypassing protections, exposing sensitive data (e.g., AI-processed messages) via memory management weaknesses in AMD processors;
➂ AMD patched the issue post-disclosure, reinforcing the critical role of secure computing for data sovereignty and cloud trust.
➀ The Cooler Master NR2 Pro Mini ITX gaming PC features AMD's Ryzen 7 9800X3D CPU and NVIDIA RTX 5070 Ti GPU, now discounted $497 on Amazon Prime Day;
➁ The compact NR200P Max case boasts excellent cooling with a 280mm AIO and supports high-end components like 32GB DDR5 RAM and 2TB SSD;
➂ Benchmarks show the 9800X3D outperforms Intel's flagship CPUs by 30-35% in gaming, cementing its status as the current gaming performance king.
➀ AMD will supply multiple generations of GPUs optimized for OpenAI's AI training and grants OpenAI the right to purchase up to 10% of AMD shares at $0.01 per share, contingent on milestone achievements;
➁ The partnership includes a phased deployment plan starting with 1GW of AMD Instinct MI450 GPUs in 2026 and scaling to 6GW, integrating future chip generations and rack-scale AI solutions;
➂ The deal aligns strategic goals, with AMD projecting tens of billions in revenue and enhanced non-GAAP earnings, while OpenAI aims to accelerate AI infrastructure and democratize advanced AI capabilities.
➀ AMD and OpenAI announced a 6GW AI compute mega-deal, marking a significant milestone in AMD's AI GPU market position with plans to deploy 1GW of MI450 GPUs in late 2026;
➁ The collaboration involves AMD's Venice server CPUs and Pensando networking solutions, providing infrastructure support for large-scale AI deployments;
➂ The agreement includes warrants for OpenAI tied to AMD's stock performance and technical milestones, signaling deep strategic alignment between the companies.
➀ AMD and OpenAI have reached a multi-year agreement for OpenAI to purchase several generations of Instinct GPUs and invest in a 10% stake in AMD.
➁ The deal is expected to begin in the second half of 2026 with the deployment of AMD's Instinct MI450 GPUs.
➂ AMD and OpenAI will collaborate on large-scale deployments of AMD's chips, including both Instinct MI450 series GPUs and rack-scale AI solutions.
➀ AMD announces a multi-year agreement to supply its Instinct™ MI450 AI accelerators for OpenAI's next-gen AI infrastructure;
➁ OpenAI secures an option to acquire a 10% stake in AMD under specific terms;
➂ The deal strengthens AMD's position in the AI computing market, marking a strategic expansion in its AI capabilities.
➀ AMD and OpenAI announce a multibillion-dollar partnership for AI data centers, with AMD supplying 6 gigawatts of MI450 chips starting 2026;
➁ OpenAI secures warrants for 160M AMD shares (10% stake) at $0.01 per share upon meeting deployment milestones, potentially valuing the deal at $60B+;
➂ The deal contrasts with NVIDIA's Intel partnership, as AMD and OpenAI commit to near-term regulatory filings amid an AI infrastructure arms race.