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AMD
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AMD Will Become an AI Chip Company, Similar to Nvidia

Morrissey Technology – Nvidia was originally known as a graphics chip manufacturing company, but now the majority of its revenue comes from AI chips. AMD seems to be following Nvidia’s steps. In AMD’s Q2 2024 financial report, it appears that half of AMD’s sales come from products for data centers, not chips for PCs, consoles, or for industry and motor vehicles. AMD’s data center business has doubled in a year, and this quarter its growth was driven by one chip, the AMD Instinct MI300 accelerator, which is a competitor to Nvidia’s H100 AI chip.

According to AMD CEO Lisa Su, from sales of this chip AMD earned more than UDS 1 billion in one quarter, as quoted by detikINET from The Verge, Wednesday (31/8/2024). From this it can be seen that AMD is following in the footsteps of Nvidia, which can reap huge profits from the H100 chip which is very popular for AI processing purposes. Now Nvidia even claims to release a new AI chip every year.

Likewise with AMD, which plans to release new AI chips every year. They have prepared the M1325X which will be available in Q4 2024, then the M1350 for 2025, and the MI400 for 2026. Lisa Su said the M1350 chip will be very competitive with the Nvidia Blackwell which was revealed to the public last March and is predicted to be the fastest AI chip in the world .

Even now, the M1300 chip is always sold out, meaning sales are in accordance with the chip’s production capacity. He also admitted that with the supply chain continuing to increase, chip supply will still be limited until 2025.

Despite following Nvidia’s steps, AMD’s data center business is still nothing compared to Nvidia. AMD’s revenue of “only” USD 2.8 billion is far less than Nvidia’s revenue which reached USD 22.6 billion in the same quarter. It should be noted, this income is also a new largest record for Nvidia.

AMD’s income from the PC business — CPU and GPU — also grew in Q2 2024. Ryzen CPU sales increased 49% year over year, as did Radeon 6000 GPUs which also rose. The decline actually came from chips for PlayStation and Xbox, which fell 59%.

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Samsung Exynos
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Samsung Will Part Ways with AMD

Morrissey Technology – After several generations of Exynos chips using GPUs with AMD RDNA architecture, Samsung is said to be starting to use its own GPU in the Exynos 2600. According to a leak from Roland Quandt, the Exynos 2600 will use a Samsung GPU and not an RDNA GPU from AMD. However, the Exynos 2600 will only be released in 2026, and should only be used in the Galaxy S26 line.

Meanwhile, the Exynos 2500, which will be released in 2025, will still use a GPU from AMD. This chip will be used in the Galaxy S25 and S25+ range in several countries, except the United States and China. So Samsung has quite a lot of time to work on its own GPU, because the new Exynos 2600 will be released in 2026. Including optimizing its performance so that it can be equivalent to the Snapdragon chip from Qualcomm FOR4D which will be released in 2026.

Meanwhile, the Exynos 2500, which will be released in 2025, is said to be Samsung’s first application processor (AP) made by Samsung Foundry with a 3nm process. It is reported that this chip will be more efficient than the Snapdragon 8 Gen 4 because the Qualcomm chip is made by TSMC using the N3E (3nm) process. Samsung’s chips will be superior because they have implemented Gate-All-Around (GAA) transistors with 3nm fabrication, while TSMC will only implement GAA FOR4D when producing 2nm chips in 2025.

The use of GAA makes chip power consumption more efficient. Namely because it uses horizontal nanosheets that are stacked vertically. That way there is a “gate” that touches between each layer and can reduce power leakage, superiorly increasing the electrical signal between transistors. So in general, the application of GAA FOR4D will increase overall chip performance.

Intel AMD
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Chinese Government Begins to Abandon PCs with Intel and AMD Chips

Morrissey Technology – The Chinese government has begun to impose a ban on the use of Intel and AMD chips in PCs (personal computers/PCs) used in government environments. Not only that, the Chinese government also recommends using a locally made operating system as the main OS, rather than a foreign-made one like Microsoft’s Windows. The reason for the ban is related to privacy. Local governments want to ensure the systems they use are “safe and reliable”. The ban was imposed by the Chinese government after China’s Ministry of Industry and Information Technology released a list of CPUs, operating systems and centralized databases that were deemed to meet the “safe and reliable” criteria. The three lists will be announced in December 2023.

The ministry did not specify the names of vendors including CPU vendors on the list. What is clear is that everything on the list comes from China, as reported by Reuters. It is possible that some of them are Huawei and Phytium. This ban marks a new round of competition between the United States and China, especially in the semiconductor market. The reason is, the US also banned a number of companies from its country from supporting chip development in China. For example, Huawei was prevented from using a number of semiconductor technologies from the US, so it had difficulty developing smartphones that support 5G networks. However, Huawei was finally able to develop its “own” chips, including the Kirin 9000s chip which is the brain of the flagship Mate 60 series cellphone. Because of this capability, the Chinese government’s policy of banning CPUs from Western brands is projected to increase local chip adoption. It is also estimated that this practice will trigger local vendors to innovate, conduct research and develop more sophisticated CPUs FOR4D.

On the other hand, Intel will likely suffer financial losses. The reason is, 27 percent of Intel’s annual sales (Year-on-Year) come from China, compiled by KompasTekno from Wccftech, Monday (25/3/2024). ASN are prohibited from using iPhones. In September 2023, the Chinese government will also prohibit all local State Civil Apparatus (ASN) from using iPhones or foreign-made technological devices while working. They are also prohibited from bringing the device to the office. According to a report by The Wall Street Journal, this ban is an expansion of existing regulations in China. The regulation in question is a rule to reduce dependence on foreign technology, in the midst of increasing foreign cyber security threats. After being implemented in at least three Chinese government ministries and business entities in September 2023, the ban on iPhone use was then expanded to a number of local government agencies in December of the same year. Until the end of last year, several Chinese state-owned companies and government departments in eight provinces had instructed employees not to use iPhones. Some of them are Zhejiang Situs Toto, Shandong, Liaoning and Hebei provinces. In fact, Hebei is the location of the largest iPhone assembly factory in the world. Apart from that, staff are also prohibited from using foreign brand technology devices, not just iPhones. Instead, they are advised to use local brand technology devices.