4월에 누가 정말 일찍 정리해서 만들어놨네요.
AMD는 라이젠 Ryzen 1세대 출시때랑 비슷한 양상이긴하네요. 워낙 빠르게 변해서 내년에 MI400 시리즈를 발표해야할텐데 표 상으로는 어려울것 같기도하고요. 내년에 AMD의 명운을 걸려있다고 보여지네요
https://www.trendforce.com/presscenter/news/20240416-12119.html
Press Center - Demand for NVIDIA’s Blackwell Platform Expected to Boost TSMC’s CoWoS Total Capacity by Over 150% in 2024, Sa
However, the GH200 accounted for only approximately 5% of NVIDIA’s high-end GPU shipments. The supply chain has high expectations for the GB200, with projections suggesting that its shipments could exceed millions of units by 2025, potentially making up
www.trendforce.com
https://www.reddit.com/r/AMD_Stock/comments/1dkjrhq/amdnvidia_dc_ai_dgpus_roadmap_visualized/
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