Core Viewpoint - AMD is launching new AI semiconductors that aim to compete with NVIDIA by offering similar performance at a lower cost, targeting a market where NVIDIA currently holds over 70% share in 2024 [1][3]. Group 1: Product Launch and Strategy - AMD introduced new AI semiconductor products "MI350X" and "MI355X," set to be available through cloud enterprises by July to September 2025, with a next-generation product "MI400" expected in 2026 [1]. - CEO Lisa Su emphasized the high cost-performance ratio of AMD's products, claiming that data processing performance can exceed NVIDIA's by up to 40% at the same cost [1]. Group 2: Market Position and Competition - AMD is actively expanding its customer base, with its AI semiconductors being adopted by major companies like Meta, Microsoft, and Oracle, supplying 7 out of 10 key AI-related enterprises [2]. - Despite AMD's efforts, there remains a significant gap compared to NVIDIA, which has established a strong developer ecosystem with platforms like CUDA, making it challenging for AMD to gain traction [3]. Group 3: Competitive Measures - In response to the competitive landscape, AMD announced its own development environment "ROCm7," which is open-source and can be used on non-AMD semiconductors, aiming to encroach on NVIDIA's territory [3].