【產業信息速遞】AMD表示擔憂

北京半導體行業...

05/13

（信息來源：彭博社）英偉達公司在人工智能處理器領域最接近的競爭對手美國超微半導體公司 (Advanced Micro Devices Inc.) 表示，美國對中國銷售的限制將導致該公司今年損失 15 億美元的收入，這一警告給原本樂觀的前景蒙上了一層陰影。AMD在週二的財報電話會議上表示，這一業績預期源於4月份針對其MI308芯片實施的出口限制。AMD預計，本季度數據中心收入將下降，原因是該產品...

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href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250513175550a47c8a14&s=b\">網頁鏈接</a>\n\n</div>\n\n<div class=\"bt-text\">\n\n\n<p> 來源：<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250513175550a47c8a14&s=b\">北京半導體行業...</a></p>\n<p>為提升您的閱讀體驗，我們對本頁面進行了排版優化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU1880398471.USD","symbol_name":"AMUNDI FUNDS GLOBAL EQUITY \"A2\" (USD) ACC","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250513175550a47c8a14&s=b","article_id":"2535618746","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250513175550a47c8a14&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description 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7%，但在該公司披露中國銷售影響後出現下跌。在蘇姿豐在與分析師的電話會議上闡述了自己的觀點後，股價開始回升。「我們對整體人工智能業務感到興奮——我認為我們將繼續看到該領域的強勁增長，」她説道。「我知道在關税和其他方面存在一些不確定性，但從基礎設施的角度來看，這是一個持續投資人工智能基礎設施的領域。因此，我們預計下半年將出現強勁增長。」AMD 上個月曾表示，由於新的出口規則，預計將產生約 8 億美元的支出。該芯片製造商的股價週二早些時候收於 98.62 美元，今年以來已下跌 18%。該公司表示，預計第二季度銷售額約為 74 億美元。相比之下，分析師平均預期為 72.3 億美元。AMD 在利潤豐厚的數據中心處理器市場繼續取得進展，從英特爾公司手中奪取了市場份額。它還受益於個人電腦主要部件芯片的強勁需求。AMD第一季度銷售額增長36%，達到74億美元，超過預期的71.2億美元。扣除某些項目後，每股利潤為96美分。數據中心部門當季收入為37億美元，同比增長57%。分析師平均預期為36.6億美元。個人電腦相關銷售額增長28%，達到29億美元。自蘇姿豐出任AMD首席執行官以來的十年間，AMD已轉型成為計算行業領先的技術提供商。AMD目前的營收是十年前的五倍多，並且不再處於英特爾的陰影之下。但在蓬勃發展的AI加速器市場（包括MI308在內的產品）中，AMD仍然遠遠落後於英偉達。AMD 是第二大圖形芯片供應商，其圖形芯片是數據中心運行的人工智能加速器的基礎。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}