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AMD Returns to GlobalFoundries for Co-Packaged Optics in Instinct MI500 AI Accelerators

erek

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“The Instinct MI500 series of AI accelerators is scheduled for release in 2027, as this year's lineup focuses on the Instinct MI400 series, which includes multiple SKUs for AI and HPC workloads. While these designs are already among the industry's leading AI accelerators, AMD aims to enhance performance further with the 2027 release using CPO technology. This will significantly contribute to delivering a solution that uses less power and offers much higher overall bandwidth compared to traditional copper data transfers. However, AMD is not alone in this CPO push. NVIDIA is also collaborating with semiconductor makers to develop a CPO system for "Vera Rubin," particularly the "Rubin Ultra" variant.

Interestingly, GlobalFoundries was originally AMD's silicon manufacturing unit. However, AMD sold GlobalFoundries in 2008 and completely divested from the company in 2012. Since then, GlobalFoundries has operated independently, providing AMD with some of the 14 nm and 12 nm silicon for its chips. However, as GlobalFoundries exited the race for the smallest transistors, the company has been investing in other solutions like Silicon Photonics. With the AI era demanding fast data transfer, AMD is once again collaborating with its old partner to use this technology in its best chips, which we will see next year.“

Source: https://www.techpowerup.com/348357/...aged-optics-in-instinct-mi500-ai-accelerators
 
Seems like this is the same thing Q.ANT has already sorted out? Maybe this will help them have more design control and better help GloFo, as well.
 
Interestingly, GlobalFoundries was originally AMD's silicon manufacturing unit. However, AMD sold GlobalFoundries in 2008 and completely divested from the company in 2012. Since then, GlobalFoundries has operated independently, providing AMD with some of the 14 nm and 12 nm silicon for its chips. However, as GlobalFoundries exited the race for the smallest transistors, the company has been investing in other solutions like Silicon Photonics. With the AI era demanding fast data transfer, AMD is once again collaborating with its old partner to use this technology in its best chips, which we will see next year.“

Source: https://www.techpowerup.com/348357/...aged-optics-in-instinct-mi500-ai-accelerators
Does that mean that Global Foundries will gain market share? From TSMC or Samsung?
 
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