AMD Unveils AI Roadmap for 2026

During a keynote at the Computex exhibition in Taipei, Lisa Su, CEO and chair of AMD, made a significant announcement regarding the company's latest innovations. Su introduced the AI300 series of AI-enabled processors designed for laptop PCs, as well as the Ryzen 9000 series of processors tailored for desktop PCs.

The unveiling of the Instinct MI325X accelerators, boasting an impressive 288Gbytes of HBM3E, marked a major milestone in AMD's technological advancements. Looking ahead, the follow-up MI350, based on the CDNA-4 architecture, is anticipated to debut in 2025, promising a remarkable 35x increase in AI inference performance compared to the previous MI300 series utilizing the CDNA 3 architecture.

According to Su, a further enhancement of the CDNA architecture is in the pipeline for the MI400 series accelerators scheduled for release in 2026. The MI300 series processors are specifically tailored for TSMC's cutting-edge 6nm/5nm manufacturing process, with the MI325 supporting a model size exceeding a trillion parameters, giving it a notable 2x advantage over Nvidia's leading AI accelerator chip, the H200.

While details regarding the manufacturing process technology nodes for the other processor series remain undisclosed by Su, it is speculated that the MI325 will likely be based on the 6nm/5nm or 4nm process. This projection suggests that the MI350, expected in 2025, could be built on the 3nm process, while the manufacturing process for the MI400 series is yet to be determined.

In light of these groundbreaking developments, AMD's strategic positioning in the semiconductor industry is poised for a significant boost, solidifying its reputation as a key player in the realm of advanced processors and AI technologies.