Recent #AMD news in the semiconductor industry

9 months ago

➀ Nvidia's GeForce RTX 5090 supply is expected to be 'stupidly high' next month as excess yields from TSMC's GB200 wafers are repurposed for consumer-grade GB202 chips.

➁ The demand for data center GB200 chips fell short of Nvidia's projections, leading to the reallocation of wafers.

➂ This change reflects the shift in focus from data center to consumer-grade GPUs, with almost 90% of Nvidia's revenue coming from data center offerings.

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9 months ago

➀ Jim Keller discusses his early work at DEC and AMD, focusing on the K8 architecture and his contributions to x86-64 and HyperTransport.

➁ Keller's experience at startup SiByte, including the development of network processors and his involvement with Andy Bechtolsheim and Cisco.

➂ His transition to Broadcom and the challenges of working in a larger company like Intel, where he learned about methodology and abstraction layers in computer design.

➃ Keller's time at P.A. Semi and his role in designing PowerPC processors, leading to the acquisition by Apple.

➄ His journey at Apple, from the first iPhone chip to the A-series processors, and the focus on performance and power efficiency.

➅ His return to AMD and the development of the Zen architecture, addressing the company's challenges and working with Global Foundries and TSMC.

➆ His move to Tesla and the development of the Hardware 3 chip for autonomous driving, followed by his transition to Intel and the challenges of managing a large engineering team.

➇ His current role at Tenstorrent AI, focusing on AI processors and software, and the company's mission to build a general-purpose computing platform.

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9 months ago

➀ AMD即将推出的Radeon RX 9070 XT显卡采用RDNA 4架构,需要900W以上的电源,提供64个计算单元、AMD HYPR-RX和DisplayPort 2.1a。售价599美元,预计将与NVIDIA的RTX 5070 Ti竞争。性能泄露显示,在4K游戏中比RTX 5080慢10%。

➁ 新的RDNA 4显卡需要PCIe x16插槽、至少900W或更高的电源、至少8GB的RAM(推荐16GB)以及Linux或Windows 10/11 x64操作系统。

➂ 预计RX 9070 XT显卡将配备16GB GDDR6内存,售价599美元,比NVIDIA的GeForce RTX 5070 Ti便宜150美元。

AMDPower SupplyRDNA 4Radeon RX 9070 XTgraphics card
9 months ago

➀ AMD's Radeon RX 9000 series launch event is scheduled for February 28, 2025, at 8:00am EST (11:00pm PST);

➁ The event will be streamed live on AMD's Gaming YouTube channel;

➂ The Radeon RX 9070 XT and Radeon RX 9070 are expected to be introduced, with the XT featuring a Navi 48 GPU and 16GB of GDDR6 memory;

➃ Rumors suggest a 32GB VRAM version and a $599 starting price for the non-XT model, but these have not been confirmed.

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9 months ago

➀ SAPPHIRE is developing the Radeon RX 9000 series 'Nitro+' graphics cards with RDNA 4 architecture, set for launch in early March.

➁ The RX 9070 Nitro+ models feature a large triple-fan cooler, hidden power connectors, and a removable backplate.

➂ The RX 9070 XT is expected to be priced at $599, offering competitive performance against NVIDIA's RTX 5080 and RTX 5070 Ti.

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9 months ago

➀ AMD官方宣布将于2月28日揭晓下一代Radeon RX 9000系列'RDNA 4'显卡;

➁ 新卡预计3月初上市;

➂ 核心显卡RX 9070 XT配备16GB GDDR6内存,售价传闻为599美元;

➃ 性能泄露显示,RX 9070 XT在4K游戏中的性能比RTX 5080慢10%,但在光线追踪方面优于RDNA;

➄ RX 9070 XT的售价可能比NVIDIA的GeForce RTX 5070 Ti便宜150美元。

AMDGPULaunchPerformancePriceRDNA 4Radeon RX 9000graphics card
9 months ago

➀ The GeForce RTX 5060's launch has been pushed back to April 2025 due to 'chip supply constraints';

➁ The delay affects the RTX 5070, RTX 5080, and RTX 5090, with limited supply expected leading to instant sellouts;

➂ The AI boom is increasing semiconductor demand, impacting the availability of the new GeForce RTX 50 Series.

2nm3nmAIAI PCAI chipAMDASUSArmChipletDellEDAGDDRGPUGaNHBMHPCInfineonLinuxNPUNVIDIAPCIePrivacyRaspberry PiSEMICONDUCTORSSDSwitchTIautomotivecoolingcybersecuritygamingiOSlaptopmemorymicrochipmonitorsoftware
9 months ago

➀ Anduril Industries, led by Palmer Luckey, is set to take over the US Army's Integrated Visual Augmentation System (IVAS) program, pending Department of Defense approval.

➁ The program includes advanced headgear with AR capabilities, and Anduril will manage production and development with Microsoft Azure as the preferred cloud provider.

➂ Palmer Luckey, the founder of Oculus VR and Anduril Industries, sees this as a deeply personal achievement, emphasizing the potential of the technology to save lives.

2nm3D IC3nmAIAI PCAI chipAMDASUSArmCPUChipletDRAMDellEDAEMIBEUVGDDRGPUGaNHBMHPCInfineonLinuxNPUNVIDIAPCIePrivacyRaspberry PiSEMICONDUCTORSK hynixSSDSwitchTIautomotivecoolingcybersecuritygamingiOSlaptopmemorymicrochipmonitorsoftware
9 months ago

➀ Intel highlights its own security efforts, reporting a high percentage of vulnerabilities discovered internally;

➁ Intel criticizes AMD and Nvidia for higher numbers of firmware vulnerabilities and security issues;

➂ AMD has 78 unaddressed vulnerabilities, while Nvidia's GPU vulnerabilities are all high severity.

AMDCyber SecurityIntelNVIDIA
9 months ago

➀ MSI 将在 2025 年第二季度推出基于 AMD B850 的主板,针对预算型游戏电脑市场;

➁ 这些主板包括 MPG B850I Edge WIFI 和 B850 Gaming PLUS WIFI PZ 等型号,支持 Ryzen X3D 处理器,并具有先进的 I/O 连接性、Wi-Fi 7、Gen5 PCIe 和 5GbE 以太网;

➂ MSI 的新 B850 系列主板将包括支持 Wi-Fi 7、Gen5 PCIe 和 M.2 SSD 插槽的最新 I/O 连接性,以及 CPU 和 RAM 超频等功能。

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9 months ago

➀ Intel's data center CPU sales reached a 13-year low in 2024 due to increased competition from AMD, the transition to higher-core count models, and a market shift to AI servers.

➁ Unit sales of Intel's data center CPUs dropped by 20% from 2011 levels and over 80% from 2021.

➂ Intel's data center average selling prices increased, but it is unclear if the company can regain market share in the AI accelerator market.

AMDCloud ComputingData centerIntelMarket ShareServer CPUscpu