Intel "Xe4" and AMD "GFX13" codenames surface for next-gen 'Druid' GPUs
It seems that the software divisions at AMD and Intel are setting the stage for their next-generation GPU offerings. The internal codenames for these GPUs, Intel's Xe4 and AMD's GFX13, have been spotted by Kepler and x86isdeadandback at X, as noted by VideoCardz. While this does not allude to the specifications, it shows that both teams are actively pouring resources into the development of their future graphics products.
Intel officially confirmed its fourth-generation Arc GPUs would be codenamed Druid, employing the Xe4 architecture, a while back. The firm has been notably quiet regarding its future GPU roadmap following Alchemist. With limited pre-launch hype, the desktop launch of Battlemage (Xe2) last December was also somewhat of a surprise. That being said, the successor to Battlemage, codenamed Celestial (Xe3), will arrive with Intel's Panther Lake CPUs, which are scheduled for HVM (High Volume Manufacturing) later this year.
Based on employee reports, Celestial has reportedly reached pre-silicon validation, where hardware design flaws are identified and resolved before committing to manufacturing. Tom Peterson's comments support this, stating Celestial's hardware is "baked", with software optimization the remaining task. He also added that the hardware teams have moved on to the next project, Druid (Xe4). Based on commits to the Dawn repository, developers are starting to integrate support for Xe4, which should fall under Intel's Gen15 umbrella.
Internally, AMD uses GFXxx codenames to represent or identify different GPU IP blocks. We often find these designations, tied to the GPU architecture, like GFX12 for RDNA 4, in Linux kernel patches or firmware packages. According to a patch shared by leaker Kepler, AMD's next-generation GPUs will be part of the GFX13 series. As of now, the exact architecture has not been revealed, so the likely choices are between UDNA 1 and RDNA 5.
AMD has outlined its intent to unify the genome of its gaming-centric RDNA and compute-centric CDNA families under the banner of UDNA, similar to Vega. For comparison, Nvidia has taken a mixed approach with its products. Volta and Turing were separate architectures for data centers and consumers. Ampere combined the two foundations, but with the rise of generative AI, Nvidia dissected the two again with Hopper and Ada Lovelace. Blackwell now serves as the unified backbone of these two segments. A unified architecture leads to simplified development and better software support, but it might require compromising on specialized applications, which in this case will probably be gaming, if not carefully handled.
That being said, we're still several years away from both of these GPU launches. Since Celestial on desktop is anticipated for a 2026-27 reveal, it would be logical to expect Druid to follow sometime in 2028 or later. Assuming AMD adheres to its typical two-year cadence between GPU launches, desktop products based on GFX13 might be slated for late 2026 or early 2027.
Follow Tom's Hardware on Google News to get our up-to-date news, analysis, and reviews in your feeds. Make sure to click the Follow button.

Try Our AI Features
Explore what Daily8 AI can do for you:
Comments
No comments yet...
Related Articles

Associated Press
an hour ago
- Associated Press
U. S. Capital Flows into Malaysia's Tech Sector, Fueling a 'Golden Window' for Tech Funds
07/01/2025, Kuala Lumpur, Malaysia // KISS PR Brand Story PressWire // As U.S. tech giants like Microsoft, Google, and Intel pour billions into Malaysia, the country is rapidly emerging as Southeast Asia's next major technology hub. From AI infrastructure to semiconductor manufacturing, American capital is reshaping the trajectory of Malaysia's digital economy. In the past year alone, Microsoft and Google have announced investments of $2.2 billion and $2 billion respectively. Google's first data center and cloud region in Selangor is expected to contribute over $3 billion to GDP by 2030 and create more than 26,000 high-value jobs. Meanwhile, Intel, Texas Instruments, and Micron are expanding operations in Penang, reinforcing its role as a global semiconductor packaging and testing powerhouse. Tech Funds Outperform in a High-Confidence Cycle Amid this investment surge, several Malaysia-based tech-focused funds are reporting robust performance. Industry analysts attribute this outperformance to strong alignment with U.S. capital and clearly defined growth trajectories. Trastation, investment firm, has emerged as one of the leaders in this trend. In a recent industry interview, CEO Lin Jin Wen shared his insights: 'We evaluate tech opportunities not just by hype, but by their real ability to integrate into the U.S.-driven tech ecosystem,' Lin said. 'Supportive regulation, stable infrastructure, and scalable integration have created the kind of clarity that investors seek. That's what's driving our superior returns.' According to Lin, Trastation has strategically allocated capital toward AI infrastructure support, early-stage cloud ventures, and semiconductor equipment services—generating returns well above the industry average in the first half of 2025. Policy & Industry Momentum Converge Malaysia has stepped up its efforts to become a regional tech leader. In early 2025, the government announced a $250 million acquisition of ARM chip design blueprints, alongside plans to train 10,000 local engineers—signaling a push into advanced chip design. At the same time, the newly established National AI Office has launched an ethical and regulatory framework for AI deployment, further enabling cooperation with American firms like AWS, Microsoft, and Google. Malaysia: A Neutral Tech Bridge for U.S. Capital? Industry observers note that U.S. investment strategy in the Asia-Pacific is shifting, with Malaysia becoming a preferred destination due to its political neutrality, tax incentives, and maturing tech infrastructure. Investment firms that can connect real-world projects with U.S. tech priorities stand to benefit most. For global investors seeking exposure to high-growth but de-risked tech assets, Malaysia's evolving landscape offers a rare window of opportunity. Company: Tradestation Global Sdn Bhd Contact Person: Lam Kin Wen Email: [email protected] Website: Telephone: +60 106629280 City: Kuala Lumpur
Yahoo
2 hours ago
- Yahoo
This Is The Only Stock Cathie Wood Bought on Monday
Cathie Wood bought shares of AMD on Monday, adding the semiconductor stock to some of her Ark Invest funds. Wood is riding higher this year, as the 24% year-to-date gain for her largest ETF is quadrupling the S&P 500's return. AMD isn't growing as quickly as Nvidia, but the rising AI tide is lifting all chips. 10 stocks we like better than Advanced Micro Devices › Cathie Wood has been particularly busy on the trading floor as the market has rallied. She's adding to some of her positions and pruning others. However, there was only one stock she was buying on the final trading day in June. The CEO, co-founder, and chief investment officer at Ark Invest added more shares of Advanced Micro Devices (NASDAQ: AMD) to three of her exchange-traded funds (ETFs). That was the only name on her buy list on Monday. Wood has hit a few rough patches since the blowout 2020 performance that put her family of aggressive growth ETFs on the map. She's in a good groove right now. Ark Innovation ETF (NYSEMKT: ARKK) -- her largest fund and one of the recipients of fresh AMD shares -- closed out the first half of the year with a 24% gain. That's more than quadruple the S&P 500's (SNPINDEX: ^GSPC) comparable 6% return through the first six months of 2025. Ark Invest was more active than usual as stock prices rallied through June. Wood pared back to trading in three stocks on Monday, and two of them were partial sells. Let's take a closer look at the lone buy, AMD. Ark Invest has been building up its stake in AMD in recent weeks. Wood is buying the maker of microprocessors and graphics processing units (GPUs) on the way up. Shares are lower than they were a year ago, but they've moved 17% higher in 2025, nearly tripling the market's return. AMD has been particularly buoyant lately, soaring 86% since bottoming out in early April. If AMD has nearly doubled in the past three months, only to climb just 17% over the past six months, you can imagine the big hole it has had to claw its way out of this year. AMD was a latecomer to the artificial intelligence (AI) revolution. Its revenue declined 4% in 2023. AI chip leader Nvidia (NASDAQ: NVDA) saw its business more than double in its comparable fiscal year. AMD has been gaining momentum on the data center outfitter bandwagon. Since the fiscal second quarter of 2023, when revenue clocked in with an 18% year-over-year slide, AMD's top-line growth has accelerated in all but one of seven subsequent quarters. The turnaround has culminated in a 36% jump in its latest quarter. It even hosted a well-received AI event last month, collecting several bullish analyst notes in the process. AMD is no Nvidia. The country's most valuable company by market cap saw its revenue skyrocket 69% for its latest fiscal quarter. However, there is obviously going to be more than just one winner as global demand for generative AI translates into a surge in demand. AMD stock plummeted through the first three months of this year for the same reasons Nvidia proved mortal. The initial downticks came when China's DeepSeek announced that it could deliver decent generative AI using older and cheaper secondhand Nvidia chips. That revelation sent shivers down the spines of every public AI player. The next big hit for AMD and its chip-churning peers was the rising trade war with China. Investors were understandably skittish when tariffs were announced. The fears have cautiously subsided for the most part, but AI chip specialists are still dealing with export restrictions into China. Nvidia already took a $4.5 billion inventory charge in its previous quarter, and it's modeling $8 billion in sales it will have to forgo in the current quarter. Smaller AMD is bracing investors for a $700 million hit. These are big numbers, but the stocks have rallied since early April as demand for high-tech GPUs is proving potent. The prospects are bright, even with the perhaps temporarily suppressed sales into the world's second most populous nation. AMD's strongest quarter in nearly three years was fueled by a 57% jump in its data center business to propel overall revenue growth of 36%. Operating income and adjusted earnings increased 57% and 55%, respectively. AMD's bottom-line surge is making the stock seem reasonably priced despite the 86% burst since April 8. AMD is trading for 37 times this year's projected earnings, dropping to a multiple just shy of 25 if we look out to next year. This isn't a traditionally cheap valuation, but it's not outlandish, with analysts forecasting a 48% earnings improvement for AMD next year. Wood has a lot of aggressive growth stocks in her ETF portfolios. It's worth noting when she buys only one stock. Before you buy stock in Advanced Micro Devices, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and Advanced Micro Devices wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $722,181!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $968,402!* Now, it's worth noting Stock Advisor's total average return is 1,069% — a market-crushing outperformance compared to 177% for the S&P 500. Don't miss out on the latest top 10 list, available when you join . See the 10 stocks » *Stock Advisor returns as of June 30, 2025 Rick Munarriz has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Advanced Micro Devices. The Motley Fool has a disclosure policy. This Is The Only Stock Cathie Wood Bought on Monday was originally published by The Motley Fool
Yahoo
3 hours ago
- Yahoo
1 Super Semiconductor Stock (Besides Nvidia or AMD) to Buy Hand Over Fist
Nvidia and Advanced Micro Devices (AMD) supply some of the world's most powerful data center chips for artificial intelligence (AI) development. The memory and storage chips supplied by Micron Technology are also critical for AI workloads in data centers, computers, and smartphones. Micron stock trades at a very attractive valuation right now, presenting investors with a great potential buying opportunity. 10 stocks we like better than Micron Technology › When it comes to artificial intelligence (AI) chips, most investors typically think about the graphics processing units (GPUs) designed by Nvidia (NASDAQ: NVDA) and Advanced Micro Devices (NASDAQ: AMD). GPU sales have soared for both companies over the last couple of years, and in Nvidia's case, they have added trillions of dollars to its market capitalization. But Micron Technology (NASDAQ: MU) also deserves recognition for its memory and storage chips, which are increasingly important for AI workloads in data centers, personal computers, and even smartphones. The company just released financial results for its fiscal 2025 third quarter (which ended May 29), revealing a continued surge in demand for AI-related memory capacity. Micron stock is up 42% in 2025 already, but here's why it might still be a screaming buy. Data center GPUs are designed for parallel processing, which means they can perform several computations simultaneously and handle the enormous data sets required to deploy AI models. But these workloads also need high-bandwidth memory (HBM), which stores information in a ready state so it can be called upon by the GPU at a moment's notice. Micron's HBM3E solution for the data center leads the industry in performance and efficiency. In fact, Nvidia selected it to power its latest Blackwell and Blackwell Ultra GPUs, and Advanced Micro Devices (AMD) will also use it in its upcoming MI355X GPUs. Micron is now gearing up to produce commercial quantities of its new HBM4 data center solution next year, which will deliver a 60% performance boost over HBM3E and consume 20% less power, making it ideal for next-generation "reasoning" AI models. Micron estimates its addressable market for data center HBM will be worth $35 billion this calendar year, and expects that figure to soar to $100 billion by 2030, so there is an enormous opportunity ahead for the company. But some AI workloads are now being processed on personal computers (PCs) and smartphones without the need for external computing capacity from data centers. This trend will accelerate as chips become more powerful, and it's already driving up demand for DRAM (memory). Micron says AI-enabled PCs typically require a minimum DRAM capacity of 16 gigabytes, compared to 12 gigabytes for their non-AI counterparts, and AI smartphones are commanding a similar increase in capacity. Micron generated $9.3 billion in total revenue during the fiscal 2025 third quarter, ended May 29. It was a 37% increase from the year-ago period, and it was also comfortably above the high end of management's guidance range, which was $9 billion. But the real growth story lies beneath the surface of the headline number. Micron's compute and networking segment, which is where it accounts for its data center HBM sales, delivered $5.1 billion in revenue, which was a whopping 97% increase from the year-ago period. Revenue from the mobile segment came in at $1.6 billion, and while that was down 2% year over year, it represented growth of 45% sequentially (compared to the second quarter of fiscal 2025 three months earlier). Micron's soaring revenue also led to a strong result at the bottom line during the quarter. Its generally accepted accounting principles (GAAP) earnings per share (EPS) soared by an eye-popping 460% year over year to $1.68. Looking ahead to the fourth quarter (which will end Aug. 31), Micron is forecasting a record $10.7 billion in revenue along with $2.29 in EPS, which would represent year-over-year increases of 38% and 190%, respectively. Despite its 42% gain in 2025 so far, Micron stock is still relatively cheap. Based on the company's trailing-12-month EPS of $5.55, the stock is trading at a price-to-earnings (P/E) ratio of 22.5. That's a 55% discount to Nvidia stock, which currently trades at a P/E ratio of 50.9: Considering Micron's HBM3E solution is integrated into all of Nvidia's latest GPUs, Micron's data center sales should grow in lockstep with Nvidia's data center sales from here. When you also factor in the potential demand from AMD for its latest GPUs, and demand for memory from AI PC and smartphone manufacturers, it's reasonable to conclude that Micron stock deserves a higher valuation. As a result, Micron stock could be a great buy right now, especially for investors who already own Nvidia and AMD and are looking to diversify their AI semiconductor holdings. Before you buy stock in Micron Technology, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and Micron Technology wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $713,547!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $966,931!* Now, it's worth noting Stock Advisor's total average return is 1,062% — a market-crushing outperformance compared to 177% for the S&P 500. Don't miss out on the latest top 10 list, available when you join . See the 10 stocks » *Stock Advisor returns as of June 30, 2025 Anthony Di Pizio has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Advanced Micro Devices and Nvidia. The Motley Fool has a disclosure policy. 1 Super Semiconductor Stock (Besides Nvidia or AMD) to Buy Hand Over Fist was originally published by The Motley Fool