IEOBSERVE Telegram 2094
AMD CEO 蘇媽:「我們的AI業務持續加速,在 Instinct、EPYC 和 Ryzen 處理器需求的帶動下,我們有能力在下半年實現強勁的營收成長。

展望未來,生成式AI的快速發展和功能更強大的模型的發展,正在推動所有市場對更多運算的需求。在此背景下,我們正在大幅增加硬體、軟體和解決方案投資」

$AMD Q2的財報營收年增9%至58.4。營業利潤年增18%至12.6億,EPS 0.69 都優於市場預期。

Data Center的業務因為暴增的 Instinct GPU 出貨和第四代 EPYC CPU 強勁成長營收年增115%至28億,PC的Client業務也因為Ryzen銷售大增49%,但遊戲業務大減59%預計下半年會更低,Embedded因客戶持續清理積壓的庫存也大減41%

Q3財測年增15.5%至67億高於預期的66.1億。毛利率預計上升至53.5%,略低於預期的53.6%。預計MI 300銷售會超過45億高於之前的目標40億。



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AMD CEO 蘇媽:「我們的AI業務持續加速,在 Instinct、EPYC 和 Ryzen 處理器需求的帶動下,我們有能力在下半年實現強勁的營收成長。

展望未來,生成式AI的快速發展和功能更強大的模型的發展,正在推動所有市場對更多運算的需求。在此背景下,我們正在大幅增加硬體、軟體和解決方案投資」

$AMD Q2的財報營收年增9%至58.4。營業利潤年增18%至12.6億,EPS 0.69 都優於市場預期。

Data Center的業務因為暴增的 Instinct GPU 出貨和第四代 EPYC CPU 強勁成長營收年增115%至28億,PC的Client業務也因為Ryzen銷售大增49%,但遊戲業務大減59%預計下半年會更低,Embedded因客戶持續清理積壓的庫存也大減41%

Q3財測年增15.5%至67億高於預期的66.1億。毛利率預計上升至53.5%,略低於預期的53.6%。預計MI 300銷售會超過45億高於之前的目標40億。

BY IEObserve 國際經濟觀察




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