IEOBSERVE Telegram 2029
$AMD Q4營收年增10%至61.7億優於預期的61.2億,EPS $0.77 符合預期。24Q1的財測營收約54億與去年持平,低於預期的57.3億。

Data Center 將持平因為伺服器CPU季節下滑被AI GPU成長抵銷。Client 端、嵌入式和遊戲部門的銷售額預計將連續下降,半客製化收入預計將出現兩位數的大幅下降。

蘇媽說2024全年需求環境複雜,隨著AI重塑所有市場,HPC需求全年持續強勁加速。

#DataCenter 營收年增38%至22.8億,微軟、Meta等CSP廠商都宣布要部署MI300X,AMD預計Instinct的GPU 2024全年銷售將達到35億,比之前預期的20億更高。

#Client 營收 +62% 至15億,主要因Ryzen 7000銷售成長。

#Gaming 營收-17% 因為遊戲機半客製化營收下滑,預計Q1營收將出現兩位數大幅下滑。

#Embedded 營收-24% 因為通訊市場營收降低,多個終端客戶調整庫存水平。



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$AMD Q4營收年增10%至61.7億優於預期的61.2億,EPS $0.77 符合預期。24Q1的財測營收約54億與去年持平,低於預期的57.3億。

Data Center 將持平因為伺服器CPU季節下滑被AI GPU成長抵銷。Client 端、嵌入式和遊戲部門的銷售額預計將連續下降,半客製化收入預計將出現兩位數的大幅下降。

蘇媽說2024全年需求環境複雜,隨著AI重塑所有市場,HPC需求全年持續強勁加速。

#DataCenter 營收年增38%至22.8億,微軟、Meta等CSP廠商都宣布要部署MI300X,AMD預計Instinct的GPU 2024全年銷售將達到35億,比之前預期的20億更高。

#Client 營收 +62% 至15億,主要因Ryzen 7000銷售成長。

#Gaming 營收-17% 因為遊戲機半客製化營收下滑,預計Q1營收將出現兩位數大幅下滑。

#Embedded 營收-24% 因為通訊市場營收降低,多個終端客戶調整庫存水平。

BY IEObserve 國際經濟觀察




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