AMD收购硅光子企业Enosemi！

Core Viewpoint - AMD has acquired Enosemi, a company focused on photonic circuit development, to strengthen its competitive position against NVIDIA and Intel in the semiconductor industry [2]. Group 1: Acquisition and Technology - AMD's acquisition of Enosemi is aimed at enhancing its capabilities in integrating silicon photonic technologies into next-generation AI systems [2]. - Silicon photonics technology utilizes photons instead of traditional electrons for information transmission, offering faster speeds, higher bandwidth, and better energy efficiency compared to conventional electronic circuits [2]. - Enosemi will assist AMD in rapidly advancing its support and development of silicon photonic technologies and optical packaging solutions [2]. Group 2: Competitive Landscape - NVIDIA has already launched a silicon photonics-based network switch platform with a bandwidth of 400TB/s and plans to integrate more related technologies into its AI solutions [3]. - To compete with NVIDIA, AMD has previously acquired companies like ZT Systems, Mipsology, and Silo AI to bolster its technical strength and partnerships in enterprise solutions [3]. - Observers note that China has significantly increased its research investment in silicon photonics, surpassing the U.S. by more than double in the past five years, potentially allowing it to leapfrog Western technologies in next-generation computing [3].