AMD's upgraded Instinct MI350 with newer 4nm node, HBM3E rumored for later this year
AMD's upgraded MI350X AI GPU teased: newer 4nm process node at TSMC, upgraded HBM3E memory that will better fight NVIDIA H200, B200 AI GPUs.
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AMD's upgraded MI350X AI GPU teased: newer 4nm process node at TSMC, upgraded HBM3E memory that will better fight NVIDIA H200, B200 AI GPUs.
Intel's new Gaudi 3 AI accelerator is official: 64 Tensor Cores, 128GB of HBM2e memory with up to 3.7TB/sec memory bandwidth, and 900W of power on air.
As AI strengthens these companies' offerings, they can be great long-term investments.
The US government has awarded TSMC a $6.6 billion federal grant to kickstart its operations in Arizona, as Washington officials aim to shift semiconductor production locally.
TSMC's top 7 customers in 2023 consisted of Apple, NVIDIA, AMD, Qualcomm, MediaTek, Broadcom, Intel, and others. Apple provided 25% of revenue in 2023.