Semiconductor News & Analysis Feed

11 articles
2026-08-24
tspasemiconductor.substack.com 2026-08-24
2026-08-13
www.servethehome.com 2026-08-13
2026-08-05
digitimes.com 2026-08-05
2026-07-27
news.google.com 2026-07-27
2026-07-24
tradersunion.com 2026-07-24
2026-07-24
wccftech.com 2026-07-24
AMD has unveiled its next-generation AI accelerator, the Instinct MI455X, positioning it directly against NVIDIA's Rubin chip. Built on the new CDNA 5 architecture and fabricated using TSMC's 2nm and 3nm processes, the chip contains 320 billion transistors, just 16 billion fewer than the Rubin. The
2026-07-24
tomshardware.com 2026-07-24
At AMD's Advancing AI event, the company unveiled its new Instinct MI455X AI accelerator and the Helios rack-scale architecture, marking a significant step toward competing with NVIDIA's NVL72 design. The MI455X features a massive chip with 320 billion transistors, built using advanced packaging and
2026-07-22
tomshardware.com 2026-07-22
AMD has announced a major strategic partnership with AI startup Anthropic, committing up to 2 gigawatts of Instinct MI450 GPUs and making a potential $5 billion equity investment in the company. This move underscores AMD's growing presence in the AI computing market and its ambition to become a key
2026-07-22
tomshardware.com 2026-07-22
According to SemiAnalysis, Meta plans to use a customized AMD Instinct MI400 accelerator for recommendation systems, featuring 144GB of HBM4 memory—significantly less than the full-fledged Instinct MI455X. This design aims to reduce costs by cutting hardware expenses, particularly beneficial for soc
2026-07-18
www.servethehome.com 2026-07-18
2026-07-18
www.servethehome.com 2026-07-18