Core Insights - The partnership between Ruijie Networks and AMD aims to address the increasing global demand for computing power and the acceleration of digital transformation in China [1][8] - The collaboration focuses on a dual-driven model of "computing architecture innovation and scenario innovation" to provide efficient solutions for key areas such as intelligent computing centers and cloud desktops [1][5] Group 1: Market Context - According to a report by IDC and Inspur, China's intelligent computing power is expected to reach 1037.3 EFLOPS by 2025, representing a 43% year-on-year growth, with an even higher growth rate of 74.1% anticipated for 2024 [1] - The increasing demand for computing power is driven by applications in generative AI and autonomous driving, making the integration of network infrastructure and computing capabilities a core issue for industrial intelligence [1] Group 2: Technical Collaboration - The fourth-generation AMD EPYC processors utilize a 5nm process with up to 96 cores and support for PCIe 5.0 and CXL 1.1 memory expansion, achieving a 2.7 times improvement in energy efficiency compared to previous generations [2] - The collaboration includes the development of a dual-A cloud desktop solution that reduces total cost of ownership (TCO) by 30% and an AI training cluster based on a Rack Scale architecture that supports 64 interconnected GPUs [5] Group 3: Product Features - Ruijie Networks has introduced intelligent gateways in the data center network field, integrating AMD processors to achieve deep collaboration between computing and networking [4] - The RG-CS7010 cloud server, equipped with dual EPYC processors, supports 128 physical cores and has improved virtualization performance by 200% compared to previous models, making it suitable for high-frequency interaction scenarios in education and healthcare [4] Group 4: Strategic Goals - The partnership aims to build a self-controlled computing ecosystem, leveraging Ruijie Networks' self-developed Rack Scale architecture compatible with domestic GPUs to create a differentiated competitive edge in AI training clusters [6] - The collaboration aligns with national strategies such as "East Data West Computing" and aims to meet the goal of achieving a Power Usage Effectiveness (PUE) of less than 1.25 for new data centers by 2025 [7] Group 5: Future Outlook - The companies plan to launch the next generation of EPYC processors based on the sixth-generation Zen6 architecture and Ruijie's next-generation intelligent switches by 2025, which will enhance computing density and network bandwidth [7] - This partnership represents a significant shift in industry logic, aiming to overcome traditional IT architecture performance bottlenecks through deep collaboration between computing and networking [7][8]

如果您希望可以时常见面，欢迎标星收藏哦~ 来源：内容来自 联合报 ，谢谢。 台积电规划下半年量产2纳米制程，近期相关客户陆续浮上台面，继超微宣布下单台积电2纳米 后，市场传出，英特尔也加入台积电2纳米首批客户行列，将用于生产下世代PC处理器，现正于台 积电新竹厂区紧锣密鼓准备试产，以利后续调整良率。 对此，台积电表示不评论市场传闻，也不评论特定客户业务。英特尔也不对相关消息置评。法人看 好，随着2纳米客户订单持续涌进，将助益台积电下半年业绩持续热转。 英特尔已是台积电先进制程主要客户之一，去年2月，英特尔当时执行长基辛格证实，已把两款处 理器关键的运算芯片块（Compute tile）首度交给台积电生产，这两款产品就是后来的Intel Core Ultra 200V系列笔电处理器（代号Lunar Lake），与该公司首款AI PC桌上型处理器Intel Core Ultra 200S系列（代号Arrow Lake）。 如今英特尔执行长改由陈立武领军，最新传出该公司会在自家产品内接续采用台积电2纳米生产。 据了解，目前双方在2纳米制程仅先合作一款产品，外界推测，可能是英特尔明年要推出PC处理器 Nova Lak ...

来源：内容来自 联合报 ，谢谢。 台积电规划下半年量产2纳米制程，近期相关客户陆续浮上台面，继超微宣布下单台积电2纳米 后，市场传出，英特尔也加入台积电2纳米首批客户行列，将用于生产下世代PC处理器，现正于台 积电新竹厂区紧锣密鼓准备试产，以利后续调整良率。 对此，台积电表示不评论市场传闻，也不评论特定客户业务。英特尔也不对相关消息置评。法人看 好，随着2纳米客户订单持续涌进，将助益台积电下半年业绩持续热转。 如果您希望可以时常见面，欢迎标星收藏哦~ 英特尔已是台积电先进制程主要客户之一，去年2月，英特尔当时执行长基辛格证实，已把两款处 理器关键的运算芯片块（Compute tile）首度交给台积电生产，这两款产品就是后来的Intel Core Ultra 200V系列笔电处理器（代号Lunar Lake），与该公司首款AI PC桌上型处理器Intel Core Ultra 200S系列（代号Arrow Lake）。 其中，运算芯片块以台积电N3B制程生产，GPU芯片块以台积电N5P制程生产，SoC与I／O芯片块 则以台积电N6制程生产。 如今英特尔执行长改由陈立武领军，最新传出该公司会在自家产品内接续采用台 ...