美国超微公司第四季度受益于约3.6亿美元AMD Instinct MI300库存及相关费用准备金转回

美股速递
Feb 04

美国超微公司(AMD)在最新财报中披露,公司第四季度业绩获得显著提振,主要得益于此前为AMD Instinct MI300系列产品计提的约3.6亿美元库存及相关费用准备金的转回。

这一会计处理反映了该系列人工智能芯片的实际需求超出预期,导致原先基于保守估计计提的储备得以释放。此次准备金转回直接改善了公司的毛利率表现,为当季盈利增长提供了重要支撑。

业内分析指出,AMD Instinct MI300作为公司进军AI加速器市场的关键产品,其市场需求强劲程度远超初期预估。这种需求变化不仅体现了AI芯片市场的持续火热,也彰显了AMD在高端计算领域的竞争力正在加速提升。

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