AMD @ KeyBanc Technology Leadership Summit. Key Takeaways & Full Transcript

Smartkarma

08/13

⬆ Advanced Micro Devices - AMD’s ambition is to get to greater than 50% share of a server CPU TAM which they estimate will amount to $220 billion by 2030

Continue reading on Smartkarma:- https://www.smartkarma.com/insights/amd-keybanc-technology-leadership-summit-key-takeaways-full-transcript?utm_source=tiger_community

By William Keating, Insight Provider on Smartkarma:- https://www.smartkarma.com/profiles/william-keating?utm_source=tiger_community

On Advanced Micro Devices (AMD):- https://www.smartkarma.com/entities/advanced-micro-devices-inc?utm_source=tiger_community

免責聲明：投資有風險，本文並非投資建議，以上內容不應被視為任何金融產品的購買或出售要約、建議或邀請，作者或其他用戶的任何相關討論、評論或帖子也不應被視為此類內容。本文僅供一般參考，不考慮您的個人投資目標、財務狀況或需求。TTM對信息的準確性和完整性不承擔任何責任或保證，投資者應自行研究並在投資前尋求專業建議。

熱議股票

{"basename":"/hant","ssrTDKData":{"titleTemplate":"%s - 老虎證券","title":"老虎证券全球投资理财平台| 一站式投资美股新股港股A股","description":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","keywords":"老虎證券,老虎證券開戶,老虎券商,老虎證券官網,老虎證券app,tigertrade老虎證券,股票,炒股,新加坡股票交易平臺,投資,投資理財","social":{"ogDescription":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","ogImage":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.0a0bd8dc.png","ogUrl":"https://www.itiger.com/hant/news/2659341211"},"companyName":"老虎證券"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"SGP","license":"TBSG","edition":"fundamental"},"isCrawlerRequest":true,"__swrFallback__":{"@#url:\"https://stock-news.skytigris.cn/v3/news\",params:#id:\"2659341211\",edition:\"fundamental\",auth_exemption:1,,,undefined,":{"share":"https://ttm.financial/m/news/2659341211?lang=zh_TW&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2026-08-13 07:54","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2659341211","market":"uk","top_or_hot":-1,"title":"AMD @ KeyBanc Technology Leadership Summit. Key Takeaways & Full Transcript","media":"Smartkarma","content":"<html><body><img src=\"https://static-prod.smartkarma.com/insight_cover_images/ea1c273a-bfe4-40cc-a512-c16805697033.png\"/>\n<p>⬆  <a href=\"https://laohu8.com/S/AMD\">Advanced Micro Devices</a> - <a href=\"https://laohu8.com/S/AMD\">AMD</a>’s ambition is to get to greater than 50% share of a server CPU TAM which they estimate will amount to $220 billion by 2030</p><br/><p>Continue reading on Smartkarma:- https://www.smartkarma.com/insights/amd-keybanc-technology-leadership-summit-key-takeaways-full-transcript?utm_source=tiger_community</p><p>By William Keating, Insight Provider on Smartkarma:- https://www.smartkarma.com/profiles/william-keating?utm_source=tiger_community</p><p>On Advanced Micro Devices (AMD):- https://www.smartkarma.com/entities/advanced-micro-devices-inc?utm_source=tiger_community</p></body></html>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AMD @ KeyBanc Technology Leadership Summit. Key Takeaways & Full Transcript</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAMD @ KeyBanc Technology Leadership Summit. Key Takeaways & Full Transcript\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1009381084\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/bb92df7ff435380d798b36afa44a5c07);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Smartkarma </p>\n<p class=\"h-time smaller\">2026-08-13 07:54</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<html><body><img src=\"https://static-prod.smartkarma.com/insight_cover_images/ea1c273a-bfe4-40cc-a512-c16805697033.png\"/>\n<p>⬆  <a href=\"https://laohu8.com/S/AMD\">Advanced Micro Devices</a> - <a href=\"https://laohu8.com/S/AMD\">AMD</a>’s ambition is to get to greater than 50% share of a server CPU TAM which they estimate will amount to $220 billion by 2030</p><br/><p>Continue reading on Smartkarma:- https://www.smartkarma.com/insights/amd-keybanc-technology-leadership-summit-key-takeaways-full-transcript?utm_source=tiger_community</p><p>By William Keating, Insight Provider on Smartkarma:- https://www.smartkarma.com/profiles/william-keating?utm_source=tiger_community</p><p>On Advanced Micro Devices (AMD):- https://www.smartkarma.com/entities/advanced-micro-devices-inc?utm_source=tiger_community</p></body></html>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU1989772840.SGD","symbol_name":"CPR Invest - Climate Action A2 Acc SGD-H","start_time":0,"source_url":"https://www.smartkarma.com/home/private-investor-solutions/","article_id":"2659341211","we_media_id":"1009381084","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2659341211","pubTimestamp":1786578869,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Smartkarma","introduction":"Smartkarma","home_visible":1,"id":"1009381084","head_image":"https://static.tigerbbs.com/bb92df7ff435380d798b36afa44a5c07"},"summary":"utm_source=tiger_community","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"LU1989772840.SGD":"CPR Invest - Climate Action A2 Acc SGD-H","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","LU2462591350.SGD":"T ROWE PRICE US LARGE CAP GROWTH EQUITY \"AN\" (SGDHDG) ACC","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","DAMD":"2倍做空AMD ETF-Defiance","LU2355687059.USD":"NORDEA 1 GLOBAL IMPACT  \"BP\" (USD) ACC","LU1989772923.USD":"CPR Invest - Climate Action A2 Acc USD-H","CHAT":"ROUNDHILL GENERATIVE AI & TECHNOLOGY ETF","AMDS":"GRANITESHARES 1X SHORT AMD DAILY ETF","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","TRFK":"PACER DATA AND DIGITAL REVOLUTION ETF","BK4529":"IDC概念","IETC":"iShares U.S. Tech Independence Focused ETF","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","LU0889566641.SGD":"FTSF - Templeton Shariah Global Equity A Acc SGD","BK4566":"资本集团","AMDU":"Defiance Leveraged Long + Income AMD ETF","BAI":"iShares A.I. Innovation and Tech Active ETF","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","LU1989764748.USD":"东方汇理环球颠覆性机遇A2 Acc","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","AMDW":"Roundhill AMD WeeklyPay ETF","SMH":"半导体指数ETF-HOLDRs","AMDY":"AMD期权收益策略ETF-YieldMax","LU2461242641.AUD":"WELLINGTON US QUALITY GROWTH \"A\" (AUDHDG) ACC","BK4605":"半导体精选","LU0390134368.USD":"FRANKLIN GLOBAL GROWTH \"A\" (USD) ACC","LU0056508442.USD":"贝莱德世界科技基金A2","LU2054465674.USD":"UBS (LUX) KEY SELEC SICAV DIGITAL TRANSFORMATION T \"P\" (USD) ACC","LU0048584097.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) INC","IE0001KFT4U8.USD":"FTGF CLEARBRIDGE GLOBAL GROWTH LEADERS \"A\" (USD) INC","AIQ":"Global X Artificial Intelligence & Technology ETF","LU2265009873.SGD":"Eastspring Investments - Global Growth Equity AS SGD-H","SG9999001424.SGD":"United E-Commerce Fund SGD","LU2860962120.EUR":"CPR INVEST - ARTIFICIAL INTELLIGENCE \"A2\" (EUR) ACC A","ILDR":"First Trust Innovation Leaders ETF","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","SMHX":"VanEck Fabless Semiconductor ETF","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","USXF":"iShares ESG Advanced MSCI USA ETF","LU0274383776.USD":"MANULIFE GF US SMALL CAP EQUITY \"AA\" (USD) INC","CHPS":"XTRACKERS SEMICONDUCTOR SELECT EQUITY ETF","TTEQ":"T. Rowe Price Technology ETF","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","QQQA":"ProShares Nasdaq-100 Dorsey Wright Momentum ETF","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","AIS":"VistaShares Artificial Intelligence Supercycle ETF","LU1232071149.USD":"AZ FUND 1 GLOBAL GROWTH SELECTOR \"AAZ\" (USDHDG) ACC","SGXZ81514606.USD":"大华环球创新基金A Acc USD","AMD":"美国超微公司","BK4575":"芯片概念","TEK":"iShares Technology Opportunities Active ETF","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","BK4612":"AI芯片","LU1267930813.SGD":"FRANKLIN TEMPLETON SHARIAH GLOBAL EQUITY \"AS\" (SGD) ACC","LU2456880835.USD":"ALLIANZ GLOBAL INCOME \"AT\" (USD) ACC","PSI":"INVESCO SEMICONDUCTORS ETF","BK4614":"Manus概念股","LU0823421333.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) ACC","LU1804176565.USD":"EASTSPRING INV GLOBAL GROWTH EQUITY \"A\" (USD) ACC","LU1303367103.USD":"摩根大通多经理另类基金 A (acc)","LU0823421416.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) INC","LU2098885051.SGD":"JPMorgan Funds - Multi-Manager Alternatives A (acc) SGD","LU2458330169.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A\" (SGD) ACC","LU2247934214.USD":"FIDELITY FUNDS SUSTAINABLE FUTURE CONNECTIVITY \"A\" (USD) ACC","BK4573":"虚拟现实","LU1880398554.USD":"AMUNDI FUNDS GLOBAL EQUITY \"A2\" (USD) INC","IE00BMPRXQ63.HKD":"NEUBERGER BERMAN NEXT GENERATION CONNECTIVITY FUND \"A\" (HKDHDG) ACC","LU0109392836.USD":"富兰克林科技股A","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","LU0823434583.USD":"BNP PARIBAS US GROWTH \"C\" (USD) ACC","LU0210536198.USD":"JPM US GROWTH \"A\" ACC","BK4532":"文艺复兴科技持仓","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU1951198990.SGD":"Natixis Thematics AI & Robotics Fund H-R/A SGD-H","ARTY":"ISHARES FUTURE AI & TECH ETF","BK4543":"AI","BK4512":"苹果概念","LU2896262040.SGD":"JPM US GROWTH FUND \"A\" (SGD) ACC","LU0823434740.USD":"BNP PARIBAS US GROWTH \"C\" (USD) INC","LU1951200564.SGD":"Natixis Thematics AI & Robotics Fund R/A SGD","BK4141":"半导体产品","WUGI":"AXS Esoterica NextG Economy ETF","BK4534":"瑞士信贷持仓","CNAV":"Mohr Company Nav ETF","LU1923623000.USD":"Natixis Thematics AI & Robotics Fund R/A USD","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","AMUU":"2倍做多AMD ETF-Direxion","WISE":"THEMES GENERATIVE ARTIFICIAL INTELLIGENCE ETF","FTXL":"First Trust Nasdaq Semiconductor ETF","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","SGXZ99366536.SGD":"United Global Innovation A Acc SGD-H","AMYY":"GraniteShares YieldBOOST AMD ETF","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","SGXZ51526630.SGD":"大华环球创新基金A Acc SGD","SOXX":"iShares费城交易所半导体ETF","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","SOXY":"YieldMax Target 12 Semiconductor Option Income ETF","GAMR":"Amplify Video Game Leaders ETF","LU0251132253.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) ACC","XNTK":"SPDR NYSE Technology ETF","BK4554":"元宇宙及AR概念","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","LU2089985449.USD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (USD) ACC","LU0082616367.USD":"摩根大通美国科技A（dist）","BK4585":"ETF&股票定投概念","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LEGR":"First Trust Indxx Innovative Transaction & Process ETF","LU2931357623.SGD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (SGDHDG) ACC","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","LU2242649171.HKD":"FIDELITY FUNDS GLOBAL THEMATIC OPPORTUNITIES \"A\" (HKD) ACC","LU2361044949.HKD":"WELLINGTON US QUALITY GROWTH \"A\" (HKD) ACC","BK4588":"碎股","LU2361044865.SGD":"WELLINGTON US QUALITY GROWTH \"A\" (SGDHDG) ACC","IE00BQXX3D17.EUR":"GUINNESS GLOBAL INNOVATORS \"C\" (EUR) ACC","IE00BQXX3C00.GBP":"GUINNESS GLOBAL INNOVATORS \"C\" (GBP) ACC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","AMDD":"1倍做空AMD ETF-Direxion","LU2417539215.USD":"ALLIANZ GLOBAL INCOME \"AMF\" (USD) INC","LU1880398471.USD":"AMUNDI FUNDS GLOBAL EQUITY \"A2\" (USD) ACC","LU2361045086.USD":"WELLINGTON US QUALITY GROWTH \"A\" (USD) ACC","FAI":"First Trust Bloomberg Artificial Intelligence ETF","LU0133085943.USD":"T ROWE PRICE US BLUE CHIP EQUITY \"A\" ACC","IE00BQXX3F31.USD":"GUINNESS GLOBAL INNOVATORS \"C\" (USD) ACC","AMDG":"2倍做多AMD ETF- Leverage Shares","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY SUSTAINABLE (USD) \"P\" (USD) ACC","LU0174119429.USD":"T ROWE PRICE US LARGE CAP GROWTH EQUITY \"A\" ACC","LU0792757196.USD":"TEMPLETON SHARIAH GLOBAL EQUITY FUND \"A\" (USD) ACC","AMDL":"2倍做多AMD ETF-GraniteShares"},"translate_title":"AMD@KeyBanc技术领袖峰会。要点和完整文字记录","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"SOXX":0.6,"SMHX":0.6,"FAI":0.6,"TRFK":0.6,"TTEQ":0.6,"DAMD":0.6,"CHAT":0.6,"SMH":0.6,"AMDY":0.6,"BAI":0.6,"SAMD0main":0.6,"CNAV":0.6,"SOXY":0.6,"AMDL":0.6,"ARTY":0.6,"CHPS":0.6,"TEK":0.6,"IETC":0.6,"USXF":0.6,"AIS":0.6,"AMUU":0.6,"WUGI":0.6,"AMDW":0.6,"LEGR":0.6,"QQQA":0.6,"GAMR":0.6,"AMDD":0.6,"AMDG":0.6,"XNTK":0.6,"ILDR":0.6,"AMDS":0.6,"PSI":0.6,"AMYY":0.6,"AMDU":0.6,"WISE":0.6,"FTXL":0.6,"AIQ":0.6,"AMD":1.98},"content_text":"⬆  Advanced Micro Devices - AMD’s ambition is to get to greater than 50% share of a server CPU TAM which they estimate will amount to $220 billion by 2030Continue reading on Smartkarma:- https://www.smartkarma.com/insights/amd-keybanc-technology-leadership-summit-key-takeaways-full-transcript?utm_source=tiger_communityBy William Keating, Insight Provider on Smartkarma:- https://www.smartkarma.com/profiles/william-keating?utm_source=tiger_communityOn Advanced Micro Devices (AMD):- https://www.smartkarma.com/entities/advanced-micro-devices-inc?utm_source=tiger_community","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":true,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"}}}