➀ The article discusses the massive heatsink of the AMD Instinct MI300A APU in the Gigabyte G383-R80-AAP1 server. ➁ The heatsink is designed to cool not only the MI300A APU but also the surrounding power components. ➂ The article highlights the challenges and solutions involved in aligning and installing such a large heatsink.
Recent #AMD news in the semiconductor industry
➀ AMD has confirmed that the upcoming RX 9070 series GPUs will be released globally in March.
➁ The RX 9070 series will feature AMD's next-generation RDNA 4 architecture, built on TSMC's 4nm process with advanced AI and ray tracing capabilities.
➂ The new GPUs are expected to compete directly with Nvidia's RTX 5070 and RTX 5070 Ti, targeting the mid-range GPU market.
➀ AMD has confirmed the launch of its next-generation Radeon RX 9000 series GPUs for March; ➁ The delay in the official launch is speculated to be influenced by Nvidia's GeForce RTX 5070 series announcement; ➂ AMD has confirmed two models so far: RX 9070 XT and RX 9070, with more models expected to follow.
1. AMD shares have fallen 23.37% since October due to concerns about competition with Nvidia's Blackwell chips; 2. Breakthroughs from DeepSeek V3 model significantly reduce AI training costs, positioning AMD GPUs as a more cost-effective alternative to Nvidia's; 3. AMD's forward P/E ratio is undervalued, and aligning its PEG ratio with the sector median could lift its valuation by approximately 130.49%; 4. Despite risks, AMD's competitive total cost of ownership and DeepSeek's advancements make AMD shares a strong buy for future growth in the AI GPU market.
➀ Fake Ryzen 7 9800X3D CPUs are making the rounds in China; ➁ Scammers are taking advantage of the difficulty in finding genuine chips; ➂ The counterfeit chips can be identified by their PCB color, substrate code, and capacitor differences.
➀ A retailer in Ukraine has unboxed the Asus Radeon RX 9070 XT TUF Gaming, suggesting the GPU may be available at retailers ahead of its official launch.
➁ The GPU features a triple-fan design, 16GB of memory, and PCIe 5.0 support. It is expected to offer 4,096 Stream Processors and reach boost clocks near 3 GHz.
➂ The GPU's affordability will be crucial for its success, with expectations that it will cost around $500.
➀ AMD's next-generation GPUs based on 'UDNA' technology will be manufactured on TSMC's N3E process; ➁ AMD plans to launch a high-end flagship GPU with a large GPU core; ➂ AMD's next-generation desktop processors will feature a major revision to the cIOD chiplet and will be manufactured using TSMC's N4C process.
➀ AMD has quietly launched the Ryzen 5 7400F CPU in China with a price of $115.90 (including 13% VAT).
➁ The Ryzen 5 7400F is more affordable than the Ryzen 5 7500F and the upcoming Phoenix-based Ryzen 5 8400F.
➂ The Ryzen 5 7400F has specifications nearly identical to the Ryzen 5 7500F but with a slightly lower boost clock.
➀ Intel's fix for Arrow Lake chips does not improve overall gaming performance.
➁ The Core Ultra 9 285K performs worse than previous-generation chips in gaming.
➂ Intel's claims about performance gains are misleading and do not align with real-world testing results.
1. Advanced Micro Devices' stock price has dropped significantly; 2. The upcoming MI325X AI accelerators and data center growth present a strong buying opportunity; 3. AMD's new AI accelerators in 2025 could boost sales, profit growth, and gross margins.
➀ Lenovo's Thinkbook Plus Laptop with Expandable Display; ➁ LG's 5K2K Bendable OLED Gaming Monitor; ➂ MSI's MegVision X AI Gaming Desktop; ➃ Alienware's Newly Revamped Area-51 Gaming Desktop; ➄ ASUS' Crazy Powerful 3-Liter ROG Gaming NUC; ➅ HP's Wicked Fast Z2 Mini SFF Workstation PC; ➆ AMD's Strix Halo Finally Hits The Scene; ➇ Intel's XeSS 2 Makes Integrated GPU Gaming Great Again; ➈ NVIDIA's DIGITS Is A Fully NVIDIA-Powered Micro Desktop; ➉ GeForce RTX 5090 Makes A Stunning Entrance
➀ AMD quietly expands its Ryzen 7000 series lineup with the Ryzen 5 7400F, a new budget-friendly 6-core processor; ➁ The Ryzen 5 7400F is a 6-core, 12-thread Zen 4 processor with a base clock of 3.7 GHz and a 65W TDP; ➂ It is expected to be more affordable, potentially hitting the sweet spot for budget-conscious gamers and system builders.
➀ AMD's Radeon RX 9070 XT is rumored to have 16GB of VRAM, surpassing NVIDIA's GeForce RTX 5070; ➁ The GPU is expected to be priced competitively compared to the GeForce RTX 50 series; ➂ NVIDIA has advantages in pricing and technology, including AI integration and ray tracing capabilities.
➀ The Intel Arc B570 offers good value for a budget 1080p graphics card, but falls short of the Arc B580's standards due to reduced memory and bandwidth; ➁ Its performance at 1440p and above may be limited by VRAM; ➂ Driver concerns persist despite its overall good performance.
➀ The U.S. government plans to impose stricter export controls on advanced processors made by TSMC, GlobalFoundries, Intel, and Samsung Foundry. These rules target processors with 30 billion transistors or more on 14nm or 16nm nodes. ➁ Exceptions include chips with fewer than 30 billion transistors and those designed by companies based in the U.S. or Taiwan. ➂ The new rules may impact the sale of mainstream GPUs to Chinese entities, particularly in the AI and gaming sectors.
➀ Industry groups criticize the lack of consultation on new US export controls for AI processors; ➁ The new regulations may negatively impact US companies and shift market share to international competitors; ➂ The restrictions could hinder China's development of AI processors and bolster the efforts of other countries to produce sovereign processors.
➀ The author discusses the AMD Instinct MI325X 8-GPU baseboard, highlighting its features and design; ➁ He mentions the significant weight of the baseboard and the black metal handles that facilitate its movement; ➂ The author reflects on the importance of asking questions and seeking knowledge, even about seemingly simple aspects of technology.
➀ Nvidia is reportedly set to launch two new ARM-based SoCs for Windows machines, N1X and N1; ➁ The N1X is expected to debut in Q4 2025, followed by the N1 in early 2026; ➂ Nvidia will partner with MediaTek, with MediaTek receiving $2 billion in revenue from the venture.
➀ J5Create showcases a new Thunderbolt 5 dock at CES with MXM graphics and M.2 SSD slot; ➁ Two GPU variants: RTX 3060 and RX 7600M; ➂ Offers performance and silent modes, and includes high-speed I/O ports.
➀ TSMC's Arizona Fab 21 has started producing 4nm chips; ➁ The chips are produced on TSMC's 4nm-class—N4 and N4P—process technologies; ➂ The project is part of the U.S. goal to produce 20% of the world's most advanced logic chips by 2030.