SemiVoice

➀ AMD plans to transition from RDNA to UDNA architecture after the RX 8000 series; ➁ UDNA will unify gaming and data center GPUs, with RX 9000 set to use this architecture in Q2 2026; ➂ The leaker claims that MI400 and RX 9000 use the same UDNA, and the architecture uses an ALU design similar to GCN.

➀ AI's strong demand for semiconductors has led to a shortage in advanced manufacturing capacity.➁ There are rumors that TSMC is interested in purchasing an entire factory from Chunghwa Picture Tubes, targeting the seventh factory in South Science Park.➃ Chunghwa Picture Tubes' spokesperson emphasized yesterday that the sale of the entire factory is not on their agenda.