AMD updates RDNA targets, hits supply pain

A recent LLVM merge request added two new AMD GPU target IDs, GFX1171 and GFX1172, to the AMDGPU backend—entries that reporters tie to a broadened "RDNA 4m" branch in AMD's compiler tree. (techpowerup.com) Engineers and coverage note RDNA 4m remains in the GFX11 lineage (the RDNA‑3 family) rather than the GFX12 branch used by full RDNA‑4 discrete GPUs, signaling an RDNA‑3‑based evolution rather than a ground‑up RDNA‑4 design. (videocardz.com) Compiler patches tied to the GFX1170–1172 work reference RDNA‑4‑style ISA features—FP8/BF8 support and matrix/WMMA‑style instructions—alongside expected iGPU features such as FSR4 upscaling capabilities. (videocardz.com) Coverage links the RDNA 4m IDs to AMD’s upcoming "Medusa Point" Ryzen‑500/Zen‑6 APU family, implying these targets are meant for mobile/SoC integrated graphics rather than AMD’s monolithic RDNA‑4 discrete parts. (techpowerup.com) Separately, industry reporting flags tightening HBM4 supply: Samsung’s labor dispute and union vote raised near‑term disruption risk for HBM4 shipments, while news outlets and analysts say Samsung has been lined up for major HBM4 contracts. (digitimes.com) Memory‑industry sources expect HBM4 validation to complete around 2Q‑2026 with Samsung, SK hynix and Micron jockeying for qualification, and analysts warn large buyers (including custom AI chip programs) will absorb much of early HBM4 capacity—an allocation dynamic that could squeeze AMD’s high‑bandwidth memory needs as it pursues aggressive data‑center targets. (techpowerup.com)