AMD EPYC

The Eve of Edge AI Explosion! How AMD’s Adaptive and Embedded Products Drive a New Wave of Intelligence?

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The Eve of Edge AI Explosion! How AMD's Adaptive and Embedded Products Drive a New Wave of Intelligence?

FPGAs Create a $10 Billion Market, AMD Leads with a Full-Stack Product Strategy.Author | Cheng Qian Editor | Mo YingCurrently, AI has entered an accelerated phase of practical application, rapidly penetrating various scenarios from cloud training, edge inference to industrial control and smart terminals. Accompanying this is the increasingly evident disparity in the demands for … Read more

Accelerate Your Development to Deployment Journey with the AMD Embedded Development Framework

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Accelerate Your Development to Deployment Journey with the AMD Embedded Development Framework

As the complexity of embedded systems continues to increase, embedded development is no longer just about writing software/firmware; it also involves coordinating the software and hardware ecosystem. The interdependence of hardware and software, along with system complexity, can actually slow down product adoption and delay profitability. Therefore, the industry urgently needs a unified path from … Read more

Bad News! Computer Prices Are Really Rising, Starting with Mini PCs

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Bad News! Computer Prices Are Really Rising, Starting with Mini PCs

According to the news, smartphone manufacturers have suspended orders for memory due to significant price increases, which has also affected computer prices. The newly launched models show a very obvious price increase, with some 32GB memory modules exceeding four thousand yuan. For students on a budget who want to buy a computer, it’s best to … Read more

Dissecting the Logic Behind the Current Adjustment in Global Technology and Semiconductor Sectors

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Since early November, the global technology, AI, and semiconductor sectors have experienced a synchronous pullback, with market sentiment shifting from “overweight technology” to “selective allocation.” This year’s correction has both endogenous reasons related to valuation adjustments and exogenous shocks from macroeconomic and financial factors. This analysis unfolds along three main lines: valuation repricing, demand-side rhythm, … Read more

AMD Sued! Is the Chip Industry Facing a ‘Patent Assassin’?

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Friends, something big has happened! The tech giant AMD, known for its CPUs and graphics cards that power your gaming and AI experiences, has been sued! The plaintiff is not just any ordinary company, but a so-called “hidden BOSS of the patent world,” named Adeia. This is not just any lawsuit; it could determine the … Read more

GSB Podcast | Lisa Su: Chips, Curiosity, and Opportunities

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[Image][Image] The Stanford Graduate School of Business podcast series, View From The Top, invites renowned leaders from around the world to engage in conversations with MBA students, exploring various topics such as effective leadership, core values, and workplace experiences. As the Chair and CEO of Advanced Micro Devices (AMD), Lisa Su leads one of the … Read more

Supply Chain of Humanoid Robots (Figure AI, etc.) and Computing Chips (NVIDIA/AMD) + High-Speed Connector Products

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The company that has entered both the NVIDIA and AMD supply chains to provide high-speed connectors for humanoid robots is “Dingtong Technology” (688668.SH). Below are detailed explanations, along with another highly relevant alternative company for your reference: Dingtong Technology Core Logic Matching Points: 1. Entering the AMD/NVIDIA supply chain to provide high-speed connectors: This information … Read more

Core Insights from ASIC Server Industry Research

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Junshi Finance mainly focuses on fields such as logic circuits, software, online advertising, essential/optional consumption, etc., updating valuable information related to fundamentals daily. Core Insights from ASIC Server Industry ResearchQ: Recently, there has been a lot of news about OpenAI, including collaborations with NVIDIA, AMD, and Arm. Can you update us on the current overall … Read more

The AI Chip War: How Long Can NVIDIA’s Moat Last?

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Let’s start with the first article, focusing on NVIDIA, the highest-valued company in the world. Starting at the end of 2024, NVIDIA’s latest GB200 chip will cost over $70,000 per unit. This is just the price of the chip itself—if you want to buy a complete GB200 system with eight chips and interconnect devices, the … Read more

Core Concept Stocks Related to AMD’s IP/Design Services and Other Collaborations

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In the A-share market, there are concept stocks related to AMD‘s IP/design services and other collaboration aspects. These companies typically have deeper or more specialized partnerships with AMD, involving cutting-edge areas of chip design and ecosystem development. 1. IP Licensing and Design Services This segment is at the very top of the semiconductor industry chain, … Read more