AMD enters the AI chip market

AMD enters the AI chip market: Amid intense competition,
Major tech companies strive to present their latest innovations to stay ahead of the race.

Advanced Micro Devices (AMD) has announced its ambitious plans to accelerate
the release of new processors to outperform its competitor, Nvidia, in this lucrative field.


Topics

Accelerating the Release of AI Processing Units

Increasing Sales of Processing Units

Ryzen AI Processors for Consumers

Challenging Nvidia with a New AI Chip

Copilot AI Assistant

New Processing Units for Gaming Computers

 

 

 

 

Accelerating the Release of AI Processing Units

Advanced Micro Devices (AMD) is accelerating the release of new AI processing units as it seeks
to weaken Nvidia Corp’s grip on this high-profit market.
In her keynote speech at the Computex conference in Taiwan, the company’s CEO, Lisa Su,
announced that the MI325X processing chip will be launched in the market during the last quarter of this year.
The company stated that the new processor, which follows the MI300 model,
features larger memory capacity and higher data transfer speeds.
The MI350 processor will be released in 2025, followed by the MI400 processor in the following year.

 

Increasing Sales of Processing Units

AMD aims to increase its processing unit sales by launching new
products that capitalize on the financial boom in AI training systems.
Lisa Su said the company’s current MI300 processor products are still witnessing
strong demand and that the new models will perform better than competing products.
AMD has made significant progress and raised its sales targets for AI accelerators to $4 billion this year.

 

Ryzen AI Processors for Consumers

AMD talked about its third-generation Ryzen AI processor, Strix Point, which will be launched in the market in July.
These processors are designed for laptops and combine RDNA3.5 graphics processing
units and XDNA2 neural network processing units to accelerate AI tasks with the latest Zen 5 core processing designs.

 

Challenging Nvidia with a New AI Chip

Despite AMD’s rapid sales growth, the gap with Nvidia remains large.
Nvidia’s data center unit’s annual sales are on track to surpass $100 billion,
exceeding the combined annual revenues of AMD and Intel.

Copilot AI Assistant

At the Computex conference, Microsoft’s Windows head, Pavan Davuluri, joined Lisa Su
on stage to announce the collaboration between the two companies on the PC project equipped with the Copilot AI assistant.
Davuluri stated that the AI assistant installed on the device means faster response times,
more excellent privacy protection and lower costs,
with performance twenty times stronger and efficiency one hundred times higher compared to traditional PCs.

 

New Processing Units for Gaming Computers

Additionally, AMD introduced new processing units for gaming computers.
Su announced that the Ryzen 9 9950X chip
is the fastest consumer CPU in the world, with 16 cores and speeds

reaching up to 5.7 GHz in boost mode.

 

AMD enters the AI chip market

Why AMD Stock rose Today

Why AMD Stock rose Today

 

Why AMD Stock rose Today: Semiconductor giant Advanced Micro Devices  stock is up by 5.7%. Is this news good news to make AMD 5% more important?

Evest follows market developments in the following report.

Topics:

What Happened

The Impact of stock rising on Advanced Micro Devices

What are the expectation for AMD 

 

What Happened

 

Semiconductor giant Advanced Micro Devices stock is up by 5.7% the trading after the Christmas holiday .

Interestingly, the explanation for why AMD stocks are up today is  the exact same thing that nagged semiconductor financiers year-round.

 

The Impact of stock rising on Advanced Micro Devices

 

 At this point this story ought to be natural to you.

The entire year, organizations that form things that need semiconductors to run them , which, now ever,
implies everything from PCs to mobile phones to vehicles to children’s toys, have attempted to get an adequate number of semiconductors to make every one of the items that their clients need to 

Indeed, even semiconductor makers are in something of a dilemma.

From one viewpoint, obliged chip supplies mean semiconductor producers can charge more cash for their chips,
yet provided that they have sufficient assembling ability to make those chips in any case. To this end the most recent semiconductor news is such uplifting news for AMD stock.

As Reuters wrote about Thursday, only in front of the Christmas break, AMD had the option to change and broaden its agreement fabricating concurrence with GlobalFoundries (NASDAQ:GFS).

Rather than having GlobalFoundries send just $1.6 billion worth of silicon wafers somewhere in the range of 2022 and 2024, AMD will purchase $2.1 billion in wafers from 2022 to 2025.

 

What are the expectation for AMD

 Obviously, this could  be a preview of “encouraging news, terrible news”  for AMD, given it the thought. From one viewpoint, AMD has stretched out its admittance to GlobalFoundries’, er, foundries for an additional long term. Then again, however, broadening a three-year contract by one year is a 33.3% augmentation on schedule, while the quantity of chips AMD is purchasing over that more drawn out time frame is simply 31.2% more than it was planned to procure over the first three-year stretch of time.

Net-net, that works out to somewhat less admittance to GlobalFoundries’ assembling limit in the fourth year of the agreement than in the first three years. Furthermore one additionally needs to contemplate whether, given the rising costs of semiconductors all around the world, the extra $500 million AMD will be paying for the fourth year, will purchase as enormous a volume of chips as the organization was at that point contracted to obtain in the initial three years of the agreement – – a reality Reuters didn’t elaborate on.