Recent #AMD news in the semiconductor industry

about 1 year ago
➀ The Intel Xeon 6900P series, with 128 cores and 12 memory channels, marks Intel's return to server CPU leadership after trailing AMD for seven years; ➁ The series features new process technology and accelerators, aiming to compete with AMD's top-end parts; ➂ Intel's design strategy includes integrating memory controllers into compute tiles for better performance.
AMDChipletEMIBEPYCHigh-Performance ComputingIntelPackagingProcess technologyXeoncpuperformanceserver
about 1 year ago
➀ AMD Ryzen AI Max+ 395 APU is rumored to feature 16 cores and 32 threads with Zen 5 architecture, a 40 CU RDNA 3.5 GPU, and support for up to 96GB of RAM; ➁ The new Strix Halo APUs are expected to support up to 96GB of DDR5 RAM, surpassing Intel's Core Ultra 200V series; ➂ AMD's new APUs will compete with Apple's M3, which supports up to 128GB of unified RAM.
AMDAPUDDR5 RAMRDNA 3.5Ryzen AI MaxZen 5
about 1 year ago
➀ Samsung, SK hynix, and TSMC are set to overtake Intel in revenue in Q3 due to strong performance in data centers and AI. ➁ Intel's revenue projection is between $12.5 billion and $13.5 billion, lower than the expected earnings of TSMC and Nvidia. ➂ Nvidia's sales projection is around $32.5 billion, making it the likely leader in semiconductor sales.
AMDBroadcomIntelNVIDIAQualcommRevenueSK HynixSamsungTSMCsemiconductor
about 1 year ago
➀ Tesla's BEV market share dropped from 19% to 17% in the first five months of 2024; ➁ BYD is just one point behind Tesla at 16%; ➂ The BEV portfolio of legacy automakers like Volkswagen and Geely-Volvo stood at 7 and 8 percent, respectively.
AI ChipAMDArmAsusBEVBYDChinaCoolingDellEDAEMIBEUVEVGDDRGaNGeely-VolvoGross MarginHPCHybridInfineonLaptopLinuxMarket ShareMicrochipNVIDIAPCIePrivacyRaspberry PiSAICSoftwareSwitchTITeslaVolkswagenautomotivecybersecurityelectric vehiclesgamingiosmemorymonitorsemiconductor
about 1 year ago
➀ AMD's Ryzen 9000 CPUs experience a 10% frequency drop when executing AVX-512 instructions, unlike Intel's CPUs which typically suffer from more substantial clock speed drops; ➁ AMD's implementation on the Zen 5 architecture is efficient but at the cost of die size; ➂ The mobile parts of AMD use a double-pumped AVX-256 approach to execute AVX-512 instructions, which allows for more cores in the processors.
AMDAVX-512IntelMicroarchitecturePower ConsumptionRyzen 9000cpuperformance
about 1 year ago
➀ Intel has made a strong move after poor Q3 results, repositioning its foundry unit as an independent operation. This is aimed at attracting US rivals like AMD, Nvidia, and Qualcomm. The US Department of Commerce is encouraging this shift, with half of the world's top ten fabless companies based in the US. ➁ Intel's foundry unit is seen as a viable option for US hyperscalers looking for proprietary SOCs. ➂ With Intel's promise of the world's best foundry process next year, there's potential for significant growth.
AMDFabless companiesGAAIntelNVIDIAProcess technologyTSMCUS Governmentfoundrysemiconductor
about 1 year ago
➀ The AMD Ryzen AI 300 Pro series is expected to be released soon, with rumors suggesting October 10th as the release date. The Ryzen AI 7 Pro 360, the first SKU in the lineup, will feature an 8-core configuration. ➁ The Ryzen AI 7 Pro 360 is expected to have eight cores and sixteen threads, with a configuration of 4x Zen5 and 4x Zen5c cores. ➂ The Ryzen AI 7 Pro 360 has shown strong performance in Geekbench AI benchmark tests, outperforming Intel Core Ultra 9 185H in single and half precision, and by about 20% in quantized score.
AMDAPUprocessor
about 1 year ago
➀ Intel is expected to announce a $3.5 billion military foundry contract; ➁ The contract is part of the Secure Enclave program administered by the US Department of Commerce; ➂ The contract shows the US government's confidence in Intel's ability to regain cutting-edge chipmaking capability.
AMDArizonaChipmakingIntelMilitaryNVIDIAProcess technologySecure EnclaveUS Chips ActUS Department of Commercefabfoundrysemiconductor