金吾财讯 | 美国超微公司（AMD）CEO苏姿丰周二称，2026年整体CPU市场大幅增长，AMD虽同步提升产能与供货，但当前依旧供不应求，存储芯片供应持续紧张。公司将持续扩产，计划在2027年大幅提升供货量；AMD与供应链的产能规划周期，由以往1-2年拉长至3-5年。苏姿丰表示，当日已和宏碁、华硕、鸿海、广达等合作伙伴会晤并展开积极沟通，下午将与台积电（TSM）会面。她还提到，人工智能造福人类，不会伤害人类，美国头部AI企业开展协作意义重大；安全创新领域仍有大量工作待完成，美国“超级智能工作组”是重要进展。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.