金吾财讯 | 芯片股走低，爱芯元智（00600）跌3.52%，圣邦股份（03661）跌3.48%，兆易创新（03986）跌3.43%，澜起科技（06809）跌3.28%，江波龙（09976）跌2.88%，长光辰芯（03277）跌2.82%，英诺赛科（02577）跌2.68%，壁仞科技（06082）跌2.64%，ASMPT（00522）跌2.64%。超微半导体（AMD）行政总裁苏姿丰表示，随着公司加紧满足人工智能（AI）热潮带动的强劲需求，AMD计划在2027年大幅提高芯片供应量。她表示，AMD也正与记忆体芯片制造商密切合作，以确保取得充足供应。她指出，AMD目前正在制定未来3到5年的规划；未来几年需求将非常、非常旺盛。AMD可以看到需求非常高，因此需要更多的先进晶圆产能。
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.