通信周跟踪:AMD展示HELIOS超节点机柜 东山精密拟收购索尔思

山西证券股份有...
19 Jun

投资要点行业动向:1)AMD 发布MI350 系列并展示MI400 系列超节点规划,北美“AI 三强”算力竞争白热化上周,AMD 在美国召开“Advancing AI 2025 大会”,正式发布了Instinct MI350系列GPU,基于最新CDNA4 架构,加入FP4/FP6 支持,晶体管数量达到1850亿颗,同时集成288GB HBM3e。AMD 宣称,MI350 系列AI 性能较MI300...

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