Stocks Analysis by MarketBeat.com (Jea Yu) covering: NVIDIA Corporation, Advanced Micro Devices Inc. Read MarketBeat.com (Jea Yu)'s latest article on Investing.com
NVIDIA is the undisputed leader in AI chips, generating a record $30 billion, up 122% YoY, in the second quarter of 2024.AMD will launch its MI325X GPUs in 2025 to compete with NVIDIA's Blackwell AI GPUs, which are sold out for the next 12 months.
has come a long way, competing with NVIDIA with graphic processing units used for PC gaming and bitcoin mining. AMD believes the deployment of its new MI325X AI accelerator chips can give NVIDIA’s Blackwell GPUs a run for their money with data centers. is the world's largest semiconductor manufacturer, with the most advanced fabrication plants. AI GPUs require the most advanced smaller nodes, which enables better performance and lower power consumption with greater transistor density. Currently, AI GPUs use the 7 nanometers process, 5nm process and 3nm process for next-gen AI GPUs. Advanced nodes are needed for the fabrication process, which assembles the chips.
is still the largest customer, NVIDIA has grown to be its second-largest customer. Its 5nm and 3nm process nodes account for over 50% of its revenues driven by AI demand.Since NVIDIA is Taiwan Semi’s second largest customer, their massive and growing AI chip orders may be prioritized due to the high demand and margins.
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