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.
Recent #AMD news in the semiconductor industry
➀ ASUS is launching the Adol 14 Air Fragrance Edition laptop for the Chinese market; ➁ The laptop is powered by AMD's Ryzen AI 9 395 'Strix Point' APU; ➂ It features a 14-inch 3K display with a 240Hz refresh rate and is priced at 9199 RMB.
➀ Sony has unveiled the PlayStation 5 Pro with enhanced gaming experience; ➁ Microsoft has no response to the PS5 Pro with its current offerings; ➂ Microsoft is focusing on the next-generation Xbox, expected around 2026.
➀ Beelink launches the SER9 mini-PC with AMD Ryzen AI 9 HX 370 processor; ➁ Priced at $999 with 32GB LPDDR5X-7500 RAM and 1TB SSD; ➂ Features 12 cores, four Zen 5 cores, eight Zen 5c cores, and 24 threads.
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.
➀ BEC Distribution宣布提供STMicroelectronics和onsemi的IGBT晶体管替代品;➁ 英特尔为其18A工艺赢得了亚马逊网络服务的客户;➃ AMD推出9x9mm汽车认证FPGA;➄ 英特尔CEO Pat Gelsinger阐述未来发展路线;➅ 英特尔预计将宣布35亿美元军事代工厂合同。
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.
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.
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.
➀ HPE has launched a new 2U edge server, the ProLiant DL145, featuring AMD EPYC Siena processors with up to 64 cores; ➁ The server is designed for field deployment with various EDSFF storage options and PCIe expansion slots; ➂ It aims to provide a quieter alternative to traditional rackmount servers with an acoustic level of 40dba at 50% load.
➀ AMD has launched the Artix UltraScale+ XA AU7P FPGAs optimized for ADAS sensor applications and in-vehicle infotainment; ➁ The devices are available in a 9×9 mm package, the smallest for AMD's 16nm SoCs; ➂ They offer enhanced routing/signal density, better solder joint reliability, and improved electrical performance.
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.
➀ Intel reportedly lost the PlayStation 6 chip design contract to AMD in 2022; ➁ The contract, valued at around $30 billion, will benefit AMD and TSMC; ➂ Intel's decision to quibble over profit margins may have cost them the deal.
➀ Sony is developing the PlayStation 6, which is expected to be a next-generation game system; ➁ AMD is likely to continue providing hardware for the PS6 despite Intel's attempt to take over; ➂ Intel's financial struggles and high costs contributed to its loss in the bidding process for the PS6 chip supply contract.
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.
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.
➀ AMD's FSR4 is set to improve image quality and power efficiency with AI-based frame generation; ➁ The focus is on enhancing battery life for handheld gaming systems; ➂ FSR4 aims to address the battery life issue by reducing computational intensity through frame generation and interpolation.
➀ AMD has concealed Taiwan branding on Ryzen CPU packaging ahead of China market launch; ➁ The company has used a black sticker to erase origin information; ➂ This follows a history of China's prohibition on mentioning Taiwan on product packaging.
➀ This review explores the Tyan GC70-B8033 1U server, a lower-cost option for the AMD EPYC Milan generation; ➁ It highlights the unique features and design of the server, including front I/O access and tool-less drive bays; ➂ The article also discusses the server's power supply, cooling system, and overall build quality.
➀ AMD quietly launches the RX 7800M GPU, a powerful mobile GPU for gaming notebooks; ➁ The RX 7800M features 60 RDNA 3 compute units, 96 ROPS, and 3,840 stream processors; ➂ Performance comparison with other AMD and Nvidia GPUs