AMD delivers leadership high-performance and adaptive computing solutions to advance data center AI, AI PCs, intelligent edge devices, gaming, & beyond.
AMD delivers leadership high-performance and adaptive computing solutions to advance data center AI, AI PCs, intelligent edge devices, gaming, & beyond.
In July, AMD raised its AI chip forecast to $4.5 billion for the year from its previous target of $4 billion. Demand for its MI300X chips has surged because of the frenzy around building and deploying generative AI products. This year analysts expect AMD to report data c...
To power AI models — and take advantage of the current hype for the tech — companies like AMD, Nvidia, and Intel have been locked in what’s basically an AI chip arms race. So far, Nvidia captured the largest market share with its highly coveted H100 GPUs used to train models like O...
AMD delivers leadership high-performance and adaptive computing solutions to advance data center AI, AI PCs, intelligent edge devices, gaming, & beyond.
The company’s data center business has doubled in a single year, and this quarter’s growth was primarily due to a single chip: the AMD Instinct MI300 accelerator, which competes with Nvidia’sinfamously influential H100 AI chip. The AMD chip just did over $1 billion in sales in a sing...
Transcript: Daniel Newman:It appears AMD and NVIDIA are going to continue to be challenged to make a ton of money in China. So we’ve heard about NVIDIA’s woes and chip controls that have continually thwarted efforts to build what they kind of call throttled back AI chips that can be ...
近日，《台湾经济日报》报道，AI巨头英伟达、AMD全力冲刺AI芯片市场，传出包下台积电今明两年的先进封装产能。无论是台积电还是英伟达、AMD都对AI市场充满了信心。英伟达CEO黄仁勋公开表示，AI已经成为了当今科技领域的核心驱动力，并在各行各业广泛应用，包括但不限于医疗、交通、农业、金融。随着AI技术的不断发展和创新...
主要原因是中国市场AI GPU收入的缺失。 毛利率(GM)预期: 汇丰预计AMD第二季度毛利率为40.4%,远低于市场普遍预期的52.5%。 这一下滑主要由8亿美元的库存减记导致。 供应链问题: CoWoS(Chip on Wafer on Substrate)产能:汇丰指出AMD已在下调2025财年的CoWoS产能分配,目前预期维持在每年3.5万片晶圆,同比持平。
AMD delivers leadership high-performance and adaptive computing solutions to advance data center AI, AI PCs, intelligent edge devices, gaming, & beyond.