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AMD Instinct MI400 Series / variant

AMD Instinct MI450

Server-scale MI450 accelerator (UBB8 8-GPU baseboard). 432 GB HBM4 per GPU, 19.6 TB/s HBM bandwidth, 20 PFLOPS FP8 / 40 PFLOPS FP4. Oracle named as 50,000-GPU launch customer for 2026 (Tom's Hardware).

Cooling
liquid
Optics
copper
Form factor
server
TDP
1 kW
Process
TSMC N2
Launch
2026 H2

出貨量預估

區間 + 信心水準 + 來源；不同分析師、不同時點的預估會並列。

期間出貨量 (low–mid–high)ASP (USD)信心來源
2026 H230k–50k–70k0.02MrumorTom's Hardware (Oracle 50k deployment 2026)

Server-level BOM

每行 = 單一機台的零組件 slot。share % 是該供應商在此 component 的估計份額。

Compute

GPU / CPU dies — the headline silicon.

2 項零組件
$148k–$232k
  • MI450 GPU diegating

    CDNA 5 architecture, TSMC N2 logic, 20 PFLOPS FP8 / 40 PFLOPS FP4 per die.

    ×8 die· silicon· $18k–$28k / unit
    100%
    100%
  • EPYC Venice CPU

    AMD Zen 6 server CPU (host), TSMC N2 class.

    ×1 die· silicon· $4.0k–$8.0k / unit
    100%
    100%

Memory

HBM stacks attached to the compute die.

1 項零組件
$27k–$35k
  • HBM4 stackgating

    12-stack 432 GB total per GPU, 19.6 TB/s aggregate bandwidth.

    ×96 stack· silicon· $280–$360 / unit
    50%
    35%
    15%

Packaging & Substrate

Advanced packaging (CoWoS-L) + ABF substrate.

2 項零組件
$23k–$36k
  • CoWoS-L 3.5D interposergating

    TSMC CoWoS-L 3.5D advanced packaging for GPU + HBM4 stacks.

    ×8 package· silicon· $2.5k–$4.0k / unit
    100%
  • ABF substrate

    High-layer-count ABF substrate for OAM module.

    ×8 substrate· organic· $320–$480 / unit
    45%
    35%
    20%

Cooling

Cold plate, CDU, hoses, manifolds.

1 項零組件
$1k–$2k
  • Liquid cold plate (distributed)

    Independent cold plate + flexible hose per GPU and HBM4 stack; thermal density >1200 W per accelerator.

    ×8 assembly· copper· $150–$220 / unit
    30%
    25%
    25%
    20%

Networking

NICs, switches, cables, CPO modules.

2 項零組件
$5k–$8k
  • Pensando Vulcano 800 AI NIC

    AMD in-house 800 Gb/s AI NIC (Pensando division).

    ×8 card· silicon· $600–$900 / unit
    100%
  • Pensando Salina 400 DPU

    AMD in-house 400 Gb/s DPU for management plane.

    ×1 card· silicon· $500–$750 / unit
    100%

Board / Backplane / BMC

Motherboard, backplane, BMC, signal integrity.

1 項零組件
$8–$14
  • BMC

    Baseboard management controller for AI server tray.

    ×1 chip· silicon· $8–$14 / unit
    95%