Meta to use custom AMD Instinct MI400 accelerators with 144GB of HBM4 for select workloads, report claims — could dramatically reduce cost at the expense of ver

The custom Instinct MI455X for Meta will carry 144GB of HBM4 memory using six 8-Hi packages, whereas the full-blown Instinct MI455X will be equipped with 432 GB of HBM4 memory, according to SemiAnalysis . In addition, th…

SMIC’s third-gen 7nm node shows smaller metal pitch than Intel 18A, higher transistor density than TSMC N6 without EUV — analysis of N+3 shows significant advan

SemiAnalysis’ teardown indicates that SMIC’s N+3 fabrication process supports a minimum metal pitch of 32.5nm, which is nominally tighter than the approximately 36nm pitch used for many high-performance cells in Intel’s …