Feed Deep Dive Matrix Subscribe About

Semiconductor News & Analysis Feed

4 articles
Trending Companies
NVIDIA121 TSMC67 Intel37 AMD27 ASML27 SK Hynix27 Micron Technology23 Micron18 Meta16 Microsoft15 Apple14 OpenAI13 Google12 Samsung11 Anthropic11
Trending Technologies
EUV117 3nm96 AI38 HBM25 GPU23 DRAM19 AI chips18 2nm17 AI data centers9 AI infrastructure9 NAND flash7 EUV lithography7 CUDA7 data center7 DUV6
2026-07-22
AMD to supply Anthropic with 2 gigawatts of Instinct MI450 GPUs
0.85
tomshardware.com 2026-07-22 Luke James
The first gigawatt is scheduled to come online in the first half of 2027 in AMD Helios rack-scale systems.
AMDAnthropicMI450 GPUAI computingSemiconductorData centerArtificial IntelligenceCloud computing
2026-07-22
Meta to use custom AMD Instinct MI400 accelerators with 144GB of HBM4 for select workloads, report claims
0.85
tomshardware.com 2026-07-22 Anton Shilov
Meta will reportedly use a custom version of AMD's Instinct MI400-series accelerators with a memory system cut to 144GB of HBM4, allegedly for select workloads only.
MetaAMDAI acceleratorrecommendation systemHBM4 memorycost optimizationsemiconductor technologyartificial intelligence
2026-07-18
The AMD Instinct MI350P is a HBM PCIe AI Accelerator That Has Been All Over - ServeTheHome
0.95
www.servethehome.com 2026-07-18 ServeTheHome
2026-07-18
The AMD Instinct MI350P is a HBM PCIe AI Accelerator That Has Been All Over - Page 2 of 2 - ServeTheHome
0.95
www.servethehome.com 2026-07-18 ServeTheHome