【如需和我们交流可扫码添加进社群】2025 财年上半年,AMD 再次实现稳健的双位数增长,主要得益于 EPYC 服务器 CPU 的强劲需求,以及游戏业务板块通过产品集成 AI 功能所保持的增长势头。尽管受出口管制影响,预计中国市场销量将下滑,但整体需求环境向好,因此分析师认为未来几个季度公司营收增长势头仍将延续。不过,在分析师看来,AMD 在 AI 数据中心领域面临的整体竞争格局依然严峻。英伟达(...
Source Link【如需和我们交流可扫码添加进社群】2025 财年上半年,AMD 再次实现稳健的双位数增长,主要得益于 EPYC 服务器 CPU 的强劲需求,以及游戏业务板块通过产品集成 AI 功能所保持的增长势头。尽管受出口管制影响,预计中国市场销量将下滑,但整体需求环境向好,因此分析师认为未来几个季度公司营收增长势头仍将延续。不过,在分析师看来,AMD 在 AI 数据中心领域面临的整体竞争格局依然严峻。英伟达(...
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