SemiPulse | AI-Powered Semiconductor Supply Chain Intelligence & Market Signals

[News] AMD Unveils MI455X Targeting Nvidia Rubin; TSMC 2nm, CoWoS-L Demand Seen Rising - TrendForce

0.92

www.trendforce.com 2026-07-24

AMD has unveiled its sixth-generation EPYC 9006 server CPU and Instinct MI455X GPU, expanding its AI portfolio across agentic AI, cloud computing, enterprise, and HPC. The MI455X integrates 320 billion transistors using advanced packaging technologies like TSMC’s CoWoS-L and SoIC, built on 2nm and 3

AMD NVIDIA MI455X TSMC CoWoS-L 2nm process EUV lithography AI chip

Inside NVIDIA Rubin GPU Architecture: Powering the Era of Agentic AI - NVIDIA Developer

0.92

developer.nvidia.com 2026-07-21

NVIDIA Rubin GPUs Bring 10x Increase in Agentic AI Performance Versus Blackwell as Its Architecture Gets Fully Unpacked, Featuring 336 billion Transistors - Wccftech

0.95

wccftech.com 2026-07-21

Japan to buy Nvidia Rubin chips to power homegrown AI (NVDA:NASDAQ) - Seeking Alpha

0.92

seekingalpha.com 2026-07-16

Japan to Buy Nvidia Rubin Chips to Build Sovereign AI for Robots - Bloomberg.com

0.85