05/06/2025, 11:57 PM UTC
AMD在面临中国收入担忧的同时提供乐观预测AMD Provides Bullish Forecast Amid China Revenue Concerns
➀ 由于美国对中国的销售限制，AMD预计将在中国损失15亿美元的收入，影响其MI308芯片；
➁ 首席执行官Lisa Su对AI基础设施需求表示乐观，并预计今年下半年将强劲增长；
➂ AMD第一季度的销售额增长了36%，达到74亿美元，超过预期，数据中心和与个人电脑相关的销售额增长；
➃ 由于MI308芯片销售额减少7亿美元，预计本期数据中心收入将下降；
➄ 在公布中国销售影响后，AMD股价下跌，但在首席执行官的电话会议中发表评论后开始回升；
➅ AMD在数据中心处理器和PC芯片市场继续获得市场份额，但在AI加速器市场落后于英伟达。
➀ AMD anticipates a $1.5 billion revenue loss in China due to US sales restrictions, impacting MI308 chips;
➁ CEO Lisa Su expresses optimism about AI infrastructure demand and expects strong growth in the second half of the year;
➂ AMD's first-quarter sales rose 36% to $7.4 billion, exceeding estimates, with gains in data center and PC-related sales;
➃ Data center revenue is expected to decline in the current period due to a $700 million reduction in MI308 chip sales;
➄ AMD shares declined after disclosing China sales impact but recovered after CEO's comments;
➅ AMD continues to gain market share in data center processors and PC chips, although it lags behind Nvidia in AI accelerators.
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