Advanced Micro Devices

Intel Corp

CDNA 3 MI300 specifications
Infinity Fabric 4 and custom silicon strategy
AMD CPU area efficiency
XDNA and AIE
2023 EPS estimates
$AMD $INTC
[https://semianalysis.substack.com/p/amd-to-infinity-and-beyond](https://semianalysis.substack.com/p/amd-to-infinity-and-beyond)

Jeff Sanders

Infinity Fabric 4 and custom silicon, CDNA 3 MI300 specifications, AMD CPU area efficiency, XDNA and AIE, and 2023 EPS estimates

https://semianalysis.substack.com/p/amd-to-infinity-and-beyond

AMD – To Infinity And Beyond

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