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NVIDIA
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Rigetti Computing
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Tesla
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Palantir
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Advanced Micro Devices
-- 121.840 
Weekly news roundup: Samsung reportedly to produce 4nm chips for AMD and other top stories
Korean media Chosun Biz quoted sources saying that AMD will produce a new Zen 5c chip code-named "Prometheus," in which Samsung will produce the base model with its 4nm processing technology, and TSMC will produce the advanced model with its 3 nm technologies. AMD used to only cooperate with TSMC but is now trying to diversify the supply chain risks.
China government-supported chipmaker Loongson has begun research on its CPU product line entering the next-generation 7nm technology, with development to commence in 2024, according to company chairman Hu Weiwu. At a recent company event, Hu said that the 7nm advanced process is anticipated to increase the performance of Loongson's 3A7000 CPU by 20-30%. Relevant IP and test chips will be developed next year (2024), according to Hu.
Server supply chain insiders reveal that Intel, driven by substantial orders from Chinese clients for its Gaudi 2, is gearing up to meet stringent US specifications while Nvidia, adapting to the restrictive environment, is set to launch a second reduced-specification AI GPU for the Chinese market. Rumors are circulating that AMD's MI300 series might also see a version with reduced specifications. Should these strategic moves by the major players prove successful, it could alleviate concerns for industries affected by the ban. Key players like TSMC, securing major contracts for AI GPU/CPU manufacturing, along with the AI server supply chain stand to benefit from these moves. $NVIDIA (NVDA.US)$ $Advanced Micro Devices (AMD.US)$ $Taiwan Semiconductor (TSM.US)$ $Intel (INTC.US)$
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Hoo Phung Hean : hehe