生成式AI驱动了半导体行业的新周期。AMD 首席执行官苏姿丰在接受采访时称，用于人工智能的半导体市场将在今后 3～4 年里年均增长 50％。AMD 将推出用于 AI 处理的高性能半导体，追赶在该领域排在世界首位的美国英伟达。
关于目前大部分委托给台积电进行的半导体制造，苏姿丰也暗示了将代工厂商扩大至台积电以外的其他企业的可能性。
此前，AMD表示，其最先进的AI图形处理单元（GPU）MI300X将在第三季度开始批量生产，并在第四季度开始量产。该芯片和CDNA架构专为满足大型语言模型和高级AI模型的需求而开发。与其他芯片相比，MI300X具有更大的内存容量（最多支持192GB内存）。
此外，AMD还宣布了Infinity Architecture，该架构将八个M1300X加速器组合到一个系统中，为AI应用程序集成了八个或更多GPU。AMD首席执行官苏丽莎在演讲中表示，人工智能代表了公司“最重要、最具战略意义的长期增长机会”。
来源：Donews
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