20230614_招商证券_电子行业AMD数据中心和AI技术首映跟踪报告：全球AI加速器市场规模高速增长MI300系列产品亮相_22页.pdf
|2023 06 14 AMD AI TMT/AMD NASDAQ:AMD 6 13 AMD AI 1 MI300A MI300X AI GPU MI300A CDNA3 GPU 24 Zen4 CPU 128G HBM MI250 8 MI300X GPU 192GB HBM3 5.2TB/s GPU AMD Instinct GPU ROCm AI ROCm MI300A MI300X Q3 Q4 2 EPYC Bergamo 128 Zen 4c Bergame 8 CCD 16 Zen4c Zen4c Zen4 35%Zen4 100%2.6 3 AMD 3D V-Cache EPYC Genoa X Genoa X 96 Zen4 1GB L3 Cache CPU CFD FEA Genoa-X Genoa-X Genoa-X 4 P4 DPU CPU SmartNICs DPU CPU DCO DPU SmartNICs SmartNICs CPU+GPU/Chiplet AMD MI300A Grace Hopper CPU+GPU MI300X H100 AMD MI300 HBM CPU+GPU CPU GPU AMD Chiplet AI%468 9.4 78512 9.5 58449 8.2%1m 6m 12m 8.0 6.3 10.2 9.9 8.3 18.0 1 AI AI 2023-04-20 S1090511060002 S1090521060001 AMD AI-30-20-100102030Jun/22 Sep/22 Jan/23 May/23(%)电子 沪深300 AI MI300 2 AMD AI 2023 6 13 AMD CEO,Dr.Lisa Su,SVP and GM of AMDs server business unit,Dan McNamara,EVP and GM of AMDs data center solutions business group,Forrest Norrad,AMS Meta Microsoft Citadel Securities PyTorch Hugging Face 5G PC AMD 1 AMD AI EPYC Instinct EPYC Instinct HPC GPU 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Zen4 Zen4c Zen4 RTL 100%Zen4c L3 35%12 Zen 4c Zen 4 AMD AI Genoa Bergamo CCD Genoa CPU Bergamo CPU Bergamo Genoa 128 Genoa Bergamo Genoa AMD 13 Bergamo AMD AI 8 Bergamo Bergamo 2.6 Web Bergamo Java 14 Bergamo AMD AI Meta 2019 Meta AMD EPYC Milan Genoa Bergamo AMD EPYC Zen SoC EPYC Open Compute Project AMD Milan Bergamo AMD WhatsApp Instagram Facebook AMD AI AMD AMD AMD AMD AMD Bergamo Meta Milan Bergamo 2.5 TCO Milan AMD AMD TCO EPYC Bergamo EPYC EPYC AMD 3D V-Cache Cache 96 CPU 1GB L3 Cache CPU Milan X Zen4 EPYC Zen4 Core 9 AMD 3D V-Cache EPYC Genoa X 16 96 Genoa General X 15 AMD Gen4 EPYC 3D V-Cache AMD AI Genoa CPU Genoa X Ansys Cadence Siemens Synopsis EDA 16 AMD AMD AI CFD FEA Genoa-X Intel 60 Gen4 Xeon 96 Genoa-X Genoa-X OEM 17 AMD Gen4 EPYC CFD FEA AMD AI Genoa-X 18 AMD AI Microsoft 10 HPC HPC AMD 2019 EPYC HB 2020 EPYC 2021 HBv Milan AMD 3D V-Cache HBv 80%19 Azure AMD AI HBv HPC Azure HX HBv 4 HX AMD 3D V-Cache InfiniBand HPC HBv 1.2TB/s 4.5 HPC CFD AMD HX 3D V-Cache 1.4TB Cache TCO FileUp 20 HBv4/HX HBv3 AMD AI Petronas Azure HBv HPC AMD Azure AMD AI Petronas Azure AAA Azure 2025 100%2050 HX Azure HX ST Micro RTL 11 HX VM 30%Genoa-X Microsoft HBv 4 HV Genome X Zen4 Siena Citadel Securities Citadel 600 Citadel Securities 25%100 100PB 2020 AMD 35%AMD AMD FPGA AMD Citadel Securities Jeff 100 EPYC CPU Alveo FPGA AMD Citadel SolarFlare NICs Pensando 12 21 AMD AI CPU 30%22 AMD AI AMD DPU Pensando DPU Pensando 23 CPU AMD AI 13 P4 DPU CPU DPU 24 AMD P4 DPU AMD AI CPU TCO AMD Pensando SmartNICs DPU DPU 25 P4 DPU AMD AI 26 AMD Pensando SmartNICs AMD AI CPU AMD Pensando SmartNICs DPU SmartNICs DPU 14 Microsoft Azure Poinsettia P4 DPU HPE Oruba DPU 27 P4 DPU AMD AI 28 Smart Switch AMD AI SmartNICs Siena EPYC CPU Alveo AI AMD 29 AMD AI AMD GPU CPU 15 30 AI AMD AI RyzenAI Versal Alveo EPYC Instinct 31 AI AMD AI NASA FPGA AMD ABB kakaoiCloud Ryzen7000 x86 70 PC 16 32 AMD AI TAM 300 50 2027 1500 33 AMD AI AMD Frontier AMDInstinctGPU LUMI AMDInstinctGPU 130 Allen LUMI 700 EPYC Instinct Top500 11 110 LUMI EPYC Instinct 17 34 AMDAI AMD AI CES Ryzen74000 Ryzen74000 WindowsStudioEffects MicrosoftBuild VersalAI EPYC Zen3.0 TensorFlow AI VersalAI EPYC Zen3.0 TensorFlow AI GPU 35 ROCm AMD AI GPU Instinct GPU ROCm ROCm AI ROCm ROCm AI ROCm AI AI fp8 OpenAI Triton ROCm AMD Instinct 18 ROCm AI n n Pyorch TensorFlow AI PyTorch 36 PyTorch AMD AI PyTorch2.0 PyTorch 50%100%Victor OpenAI Triton PyTorch AMD Meta AMD AI AMD Meta PyTorch Instinct ROCm MI300 AI AMD ROCm Hydrogen AMD GPU AMD PyTorch TPU Nvidia AMD Instinct GPU GPU PyTorch2.0 AI PyTorch GPU ROCm AI Hugging Face AI GPT transformers Hugging Face 5 10 AI 50 AI AI AMD ChatGPT AI AI 19 HuggingFace AI 15,000 50 Stable Diffusion Falcon Balloon Stock Order Music Gen Meda 5,000 AI AMD InstinctGPU Ryzen EPYC Versal Transformers AMD 5,000 AMD AMD AMD AMD Instinct AMD 37 GPU AMD AI GPU CDNA Instinct CDNA3 5 6 38 MI300A AMD AI CES MI300A APU CDNA3GPU 24 Zen4 CPU Geona 128GB HBM3 CPU GPU 20 MI250X 8 5 MI300A 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