Subject


AMD


2025-06-13

[News] Unpacking AMD’s MI350: Powered by TSMC’s N3P, with Samsung/ Micron as Dual HBM3E Suppliers

AMD officially unveiled its MI350 series GPUs at the Advancing AI 2025 event on June 12—and its key suppliers are now coming into focus. According to Commercial Times, both the MI350X and MI355X are built on TSMC’s N3P node. On the memory front, Sedaily reports that the chips pack 12-high HBM3E ...

2025-05-07

[News] AMD Projects a $1.5 billion Sales Hit from Chip Export Curbs, with the Biggest Impact in Q2 and Q3

With Trump’s new export curbs targeting its MI308 AI chips, AMD expects a $1.5 billion revenue hit this year, according to Reuters and CNBC. Meanwhile, CEO Lisa Su noted the impact of the restrictions will land hardest in Q2 and Q3, as per the reports. The reports suggest that AMD absorbed $800...

2025-05-06

[News] AMD Reportedly Drops Samsung Foundry in Favor of TSMC’s 4nm Production in Arizona

Samsung Foundry’s challenges continue to grow, with AMD reportedly shifting its 4nm chip orders to TSMC’s U.S. facilities, according to Wccftech. The appeal of TSMC’s American operations might be a key factor behind AMD’s decision, as the report notes. AMD had reportedly been working clos...

2025-04-22

[New] AMD Rumored to Sell the AI Server Assembly Fab in the U.S.

As the U.S. enhances the influence on the tech industry with related policies, chip giant AMD is rumored to sell its AI server assembly plant located in the United States, followed by proactive bidding from major OEM manufacturers in Taiwan. It’s reported that companies like Compal and Wiwynn have...

2025-04-17

[News] Intel Reportedly Faces New U.S. AI Chip Crackdown on China for High-end Products Like Gaudi

Intel seems to be start feeling the heat from Washington’s latest AI chip export curbs. Following NVIDIA and AMD, Team Blue now needs a license to sell certain high-end AI chips—like its Gaudi series—to the Chinese market, according to Reuters, citing Financial Times. The reports suggest th...

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