Semiconductor giants: AMD, Intel, NVIDIA, TSMC, TI, Micron, Broadcom, Qualcomm, ASML etc.

A great win indeed for AMD’s MI300X vs Nvidia’s H200, even though the market doesn’t quite seem to believe it yet.

It will be interesting to see what the difference is with this year’s newest chips, MI350 vs B200. Both companies seem to be saying that the next chip is much better.

AMD stated at last year’s Computex fair that the CDNA 4 chipset is up to 35 times more powerful than the previous CDNA 3.

AMD-Computex-2024-Keynote-AMD-Instinct-MI350-2025-35X-Inference-Performance-1536x870

Nvidia again stated at last week’s GTC event that the Blackwell series is 40 times more performant than Hopper.

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