During her firm's fourth quarter earnings call, AMD CEO Dr. Lisa Su discussed the company's AI growth, the impact of agentic AI on her firm's business and competition in the AI CPU market. AMD's earnings call comes at a time when CPUs are believed to be playing a crucial role in the AI industry due the growth in agentic AI workloads. AMD's larger rival Intel saw its shares close 23% higher last month following its earnings report which saw a major profit beat and CEO Lip-Bu Tan explain the importance of CPUs in today's world. AMD CEO Discusses CPU Market […]

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The growth in agentic AI software will lead to high demand for CPUs in the AI era, believes investment bank UBS. In an investment note, the bank explains that agentic AI increases the workload for processors. It adds that this workload typically favors firms that offer chips with higher cores and are able to cater to power efficiency. As a result, UBS outlines that in the era of agentic AI workloads, chips from Arm and then AMD are slated to benefit the most, with Intel also benefiting as the total addressable market (TAM) grows. Agentic AI Workloads To Favor CPUs […]

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As rumors suggest that Google is interested in using Intel for its next-generation tensor processing unit (TPU) chips, well known analyst Ming-Chi Kuo has shared his thoughts on the matter. The analyst believes that yields will be a key factor in Google's decision, especially since the technology giant has started to focus on cost savings for the Humufish next-generation TPU's design. Intel's Yields With The EMIB-T Packaging Technology Will Play Key Role In Google's TPU Orders, Says Analyst Intel's EMIB-T packaging technology, short for Embedded Multi-die Interconnect Bridge Through Silicon Vias (EMIB-T) relies on using a 'bridge' that is embedded […]

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Chip manufacturer Samsung is experiencing strong demand for its 4-nanometer process due to strong demand from the memory market, suggests a report in the Korean press. The details suggest that Samsung Foundry has secured orders that extend into 2027's production, and according to a source, the 4-nanometer process' stability has played a role in ensuring the strong demand. Samsung Foundry Purportedly Experiencing Strong Demand For Its 4-nanometer Chip Manufacturing Process Today's report is the second over the past couple of days that claims high yields for Samsung's 4-nanometer manufacturing process technology. This technology, dubbed SF4, began mass production in 2021 […]

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