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$AMD

BEARISH2026-07-23
Price around the call
↓ 2026-07-23
By horizonMaturing · ~19 trading days to go
1d
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5d
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21d
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Original post
USAnt 미국개미 · 2026-07-23

🚨 엔비디아 잡으러 나온 $AMD 차세대 AI 공룡 칩 MI455X 전격 공개 🔥 AMD가 엔비디아 독주 막으려고 작정하고 만든 CDNA 5 기반 최강 칩을 공개함. 스펙만 봐도 작정하고 AI 데이터센터 시장 씹어먹으려는 기세임. 1. 괴물급 메모리 스펙 - 432GB HBM4 탑재에 대역폭만 무려 23.3TB s 달함 - 12개 HBM4 스택이랑 192채널 인터페이스 적용해서 대규모 AI 모델 학습 추론 완벽 대응함 2. TSMC 최첨단 2nm 공정 피지컬 - 무려 3200억 개 트랜지스터 쑤셔 넣은 역대급 피지컬 - TSMC 2nm N2 공정 ACD 칩렛 8개에 3nm N3P 패브릭 및 I O 칩렛 결합해서 연산 유닛만 256개 구성함 3. 차세대 데이터센터 랙 맞춤 설계 - 192MB L2 캐시 탑재에 PCIe Gen 6 지원함 - UALink 기반 AMD AI-NIC 네트워크 어댑터 3개 연결해서 랙 시스템 성능 극대화함 엔비디아 잡아먹으려고 하드웨어 스펙 싹 다 끌어모았는데 결국 핵심은 쿠다 넘어설 생태계랑 양산 수율임. HBM4 수혜주들도 같이 잘 챙겨보자고ㅋㅋ #AMD #AI반도체 #HBM4 #TSMC #데이터센터 $AMD 매수 매도 추천아님

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