7月28日，AMD股价早盘上涨逾4%。CEO苏姿丰表示，尽管台积电美国厂芯片成本高出5%-20%，但其供应链韧性使溢价“物有所值”。她强调，美制芯片良率已与台湾持平，首批芯片预计年底下线，标志着制造多元化战略推进。在地缘风险与供应链脆弱性背景下，AMD正寻求确保业务永续，而非仅追求最低成本。分析师认为此举有助于对冲断供风险，是值得接受的战略布局。
Source Link7月28日，AMD股价早盘上涨逾4%。CEO苏姿丰表示，尽管台积电美国厂芯片成本高出5%-20%，但其供应链韧性使溢价“物有所值”。她强调，美制芯片良率已与台湾持平，首批芯片预计年底下线，标志着制造多元化战略推进。在地缘风险与供应链脆弱性背景下，AMD正寻求确保业务永续，而非仅追求最低成本。分析师认为此举有助于对冲断供风险，是值得接受的战略布局。
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