Recent #AMD news in the semiconductor industry

9 months ago

➀ A reliable source suggests that the RDNA 4 driver for AMD RX 9000 series GPUs will automatically replace FSR 3.1 DLL files with FSR 4, enabling seamless upgrades for supported games.

➁ This upgrade process implies that all AMD FSR 3.1-enabled games will benefit from FSR 4 without developer intervention.

➂ The move aims to streamline the adoption of advanced upscaling features for future AMD GPUs, ensuring smoother performance and image quality improvements.

AMDFSRGPU
10 months ago
1. A lower base allows AMD to achieve a higher estimated EPS CAGR over the next five years while trading at more attractive valuation multiples. 2. AMD's AI-focused processors and new GPU releases at CES 2025 position it well against Nvidia, with potential market share gains. 3. AI PCs are expected to boost AMD's performance this year. 4. The valuation analysis shows over 27% upside potential, with AMD trading at lower multiples and expected to outperform EPS estimates in the coming quarters. 5. The author is considering increasing their current position in AMD amidst rising negativity regarding its future prospects.
AMDinvestmenttechnology
10 months ago

➀ Philip Heptonstall, a UKESF Scholar and Co-Op Intern at AMD, contributed to a systems-level understanding of Forward Error Correction (FEC) in high-speed interconnects.

➁ He developed a modeling tool to predict FEC performance, enabling rapid iteration of solutions. He also helped AMD upskill its employees and new graduates by organizing a course on modern ASIC design flows.

➂ Philip has been involved in STEM and community outreach work, including leading the Controls Systems sub-team for Edinburgh University Formula Student and promoting the UK Electronics Skills Foundation.

AIAMDMicrochip
10 months ago
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.
AIAMDGPU
10 months ago

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.

AMDAsusGPU
10 months ago
➀ AMD's upcoming Radeon RX 9070 XT and RX 9070 graphics cards are rumored to be priced at $599 and $499, respectively; ➁ The RX 9070 XT is $150 cheaper than the RTX 5070 Ti, while the RX 9070 is $50 cheaper than the RTX 5070; ➂ AMD's RDNA 4 series promises significant improvements in ray tracing performance over previous generations.
AMDGPU PricingGeForce RTX 50 SeriesNVIDIARDNA 4Radeon RX 9070Radeon RX 9070 XT