Advanced Micro Devices Inc (AMD) showcased its upcoming line of artificial intelligence (AI) processors, aiming to help data centers handle a crush of AI traffic and challenge Nvidia Corp’s dominance in the burgeoning market.
The company’s Instinct MI300 series is to include an accelerator that can speed up processing for generative AI — the technology used by ChatGPT and other chatbots, AMD said during a presentation in San Francisco on Tuesday.
The product, called MI300X, is part of a lineup that it unveiled in January at CES, formerly known as the Consumer Electronics Show.
Photo: Reuters
Like much of the chip industry, AMD is racing to meet booming demand for AI computing. Popular services that rely on large language models — algorithms that crunch massive amounts of data to answer queries and generate images — are pushing data centers to the limit.
So far, Nvidia has had an edge in supplying the technology needed to handle these workloads.
“We are still very, very early in the life cycle of AI,” AMD CEO Lisa Su (蘇姿丰) said at the event.
The total addressable market for data center AI accelerators would rise fivefold to more than US$150 billion in 2027, Su said.
“It’s going to be a lot,” she added.
Executives from Amazon.com Inc’s AWS and Meta Platforms Inc joined Su on stage to talk about using AMD processors in their data centers. The chipmaker also announced the availability of the latest version of its Epyc server processors and a new variant called Bergamo aimed at cloud computing.
The MI300X accelerator is based on AMD’s CDNA 3 technology and uses as much as 192 gigabytes of memory to handle workloads for large language models and generative AI, the Santa Clara, California-based company said.
Key customers would start sampling the technology in the third quarter, with full production starting in the fourth, AMD said.
Another model, the Instinct MI300A, is going out to customers now, it said.
Taiwan Semiconductor Manufacturing Co (TSMC, 台積電) yesterday said that its investment plan in Arizona is going according to schedule, following a local media report claiming that the company is planning to break ground on its third wafer fab in the US in June. In a statement, TSMC said it does not comment on market speculation, but that its investments in Arizona are proceeding well. TSMC is investing more than US$65 billion in Arizona to build three advanced wafer fabs. The first one has started production using the 4-nanometer (nm) process, while the second one would start mass production using the
A TAIWAN DEAL: TSMC is in early talks to fully operate Intel’s US semiconductor factories in a deal first raised by Trump officials, but Intel’s interest is uncertain Broadcom Inc has had informal talks with its advisers about making a bid for Intel Corp’s chip-design and marketing business, the Wall Street Journal reported, citing people familiar with the matter. Nothing has been submitted to Intel and Broadcom could decide not to pursue a deal, according to the Journal. Bloomberg News earlier reported that Taiwan Semiconductor Manufacturing Co (TSMC, 台積電) is in early talks for a controlling stake in Intel’s factories at the request of officials at US President Donald Trump’s administration, as the president looks to boost US manufacturing and maintain the country’s leadership in critical technologies. Trump officials raised the
‘SILVER LINING’: Although the news caused TSMC to fall on the local market, an analyst said that as tariffs are not set to go into effect until April, there is still time for negotiations US President Donald Trump on Tuesday said that he would likely impose tariffs on semiconductor, automobile and pharmaceutical imports of about 25 percent, with an announcement coming as soon as April 2 in a move that would represent a dramatic widening of the US leader’s trade war. “I probably will tell you that on April 2, but it’ll be in the neighborhood of 25 percent,” Trump told reporters at his Mar-a-Lago club when asked about his plan for auto tariffs. Asked about similar levies on pharmaceutical drugs and semiconductors, the president said that “it’ll be 25 percent and higher, and it’ll
CHIP BOOM: Revenue for the semiconductor industry is set to reach US$1 trillion by 2032, opening up opportunities for the chip pacakging and testing company, it said ASE Technology Holding Co (日月光投控), the world’s largest provider of outsourced semiconductor assembly and test (OSAT) services, yesterday launched a new advanced manufacturing facility in Penang, Malaysia, aiming to meet growing demand for emerging technologies such as generative artificial intelligence (AI) applications. The US$300 million facility is a critical step in expanding ASE’s global footprint, offering an alternative for customers from the US, Europe, Japan, South Korea and China to assemble and test chips outside of Taiwan amid efforts to diversify supply chains. The plant, the company’s fifth in Malaysia, is part of a strategic expansion plan that would more than triple
RSS