Recent #AMD news in the semiconductor industry

2 days ago

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.

GigabyteAMDServer Systems
4 days ago

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.

AMDTSMCZen 6delayCPUtechnology
8 days ago

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.

semiconductorChinaAI bubbleOpenAIAMDHuaweiEUV lithography
9 days ago

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.

IBMAMDQuantum Computing
10 days ago

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.

AppleAMDCPU
11 days ago

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.

GamingAMDGPU
11 days ago

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.

FujitsuAMDOptical Media
17 days ago

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.

AMDMetaAI
19 days ago

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.

CoolingAMDHPC
21 days ago

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.

AMDNVIDIAAmazon
21 days ago

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.

AMDCybersecurityPrivacy
26 days ago

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.

AMDCooler MasterNVIDIA
27 days ago

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.

AIAMDOpenAI
27 days ago

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.

AIAMDOpenAI
27 days ago

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.

AIAMDOpenAI
27 days ago

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.

AI ChipAMDOpenAI