AMD To Refresh Instinct MI300 Series With MI350 AI Accelerator Using 4nm Node This Year

AMD seems to be preparing a 4nm refresh of its MI300 AI Accelerators known as the MI350 which is planned for later this year.

AMD MI350 AI Accelerator To Feature Refreshed 4nm Architecture, Aiming Launch Later This Year

AMD's current MI300 lineup consists of the AI-optimized MI300X & the compute-optimized MI300A accelerators but it looks like the company is planning to expand its portfolio. We recently saw the emergence of the MI388X which might be an export-compliant variant for China but AMD did state that it was prevented from shipments. The MI388X was likely going to be another CDNA 3 offering utilizing a 5nm and 6nm process technology but it looks like AMD has a proper refresh planned for its Instinct family for later this year.

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According to a report from TrendForce, it looks like AMD might be launching a new part known as the Instinct MI350 which will utilize a refreshed CDNA 3 architecture utilizing TSMC's 4nm process node. While details on the Instinct MI350 are slim, it was recently teased by AMD itself that they'll be offering higher HBM3E capacities in future refreshes of the Instinct MI300 series. So higher HBM capacities coupled with a fine-tuned architecture on the 4nm node can lead to some decent gains.

Videocardz was also able to spot a listing from AMD Singapore which confirms the Instinct MI350 accelerator lineup. The product has already been submitted for silicon readiness & optimizations.

It should be remembered that AMD will be competing against both NVIDIA & Intel in the AI space. The Blackwell B100 GPUs are in production and B100/B200 will be rolling out to customers soon. Meanwhile, Intel also announced its Gaudi 3 accelerators which offer up to 50% faster AI compute versus the NVIDIA H100 GPUs. So the space is heating up. In recent MLPerf benchmarks, NVIDIA & Intel were the only ones to submit their AI performance benchmarks