AMD：AI芯片供应紧张至2025年

Release time：2024-07-31
author：AMEYA360
source：网络
reading：1259

　　AMD 7月30日(周二)预测第三季度的收入将超过市场预期，预计其人工智能(AI)芯片的需求将保持强劲，其股价在盘后交易中上涨了7%。

　　AMD受益于大型云运营商购买公司的AI和其他芯片。一些人将AMD视为英伟达的替代品。Meta平台和微软都是AMD MI300系列AI芯片的客户。

　　AMD CEO Lisa Su在周二晚些时候的电话会议中表示，公司将其2024年AI芯片收入预测从之前的40亿美元提高到45亿美元。Su表示，这类芯片的供应将一直紧张到2025年。

　　AMD预测第三季度的收入为67亿美元，正负3亿美元，超出LSEG数据中分析师平均估计的66.1亿美元。

　　在调整后的基础上，AMD预测第三季度的毛利率约为53.5%，与53.6%的估计相比。

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　　AMD第二季度本季度总收入增长了9%，达到58亿美元，超过了57.2亿美元的估计。

　　其中，AMD最大部门数据中心的收入飙升115%至28亿美元，略高于27.9亿美元的预估。

　　作为PC芯片的最大供应商之一，AMD还受益于个人电脑市场在经历了多年来最严重的衰退后的复苏。新的计算机AI功能正在重振消费者需求。

　　在第二季度，AMD报告PC芯片的收入为15亿美元，超出市场估计的14.3亿美元。


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