{"id":107819,"date":"2025-05-07T18:39:00","date_gmt":"2025-05-07T10:39:00","guid":{"rendered":"https:\/\/www.ioiotimes.com\/?p=107819"},"modified":"2025-05-07T18:39:01","modified_gmt":"2025-05-07T10:39:01","slug":"amd%e5%85%ac%e4%bd%882025%e5%b9%b4%e7%ac%ac1%e5%ad%a3%e8%b2%a1%e5%8b%99%e5%a0%b1%e5%91%8a","status":"publish","type":"post","link":"https:\/\/www.ioiotimes.com\/?p=107819","title":{"rendered":"AMD\u516c\u4f482025\u5e74\u7b2c1\u5b63\u8ca1\u52d9\u5831\u544a"},"content":{"rendered":"\n

AMD<\/a>\uff08NASDAQ: AMD\uff09\u516c\u4f48 2025 \u5e74\u7b2c 1 \u5b63\u8ca1\u52d9\u5831\u544a\u3002\u7b2c 1 \u5b63\u71df\u6536\u70ba 74 \u5104\u7f8e\u5143\uff0c\u6bdb\u5229\u7387\u70ba 50%\uff0c\u71df\u696d\u5229\u76ca\u70ba 8.06 \u5104\u7f8e\u5143\uff0c\u6de8\u5229\u70ba 7.09 \u5104\u7f8e\u5143\uff0c\u7a00\u91cb\u5f8c\u6bcf\u80a1\u6536\u76ca\u70ba 0.44 \u7f8e\u5143\u3002\u4ee5\u975e\u7f8e\u570b\u4e00\u822c\u516c\u8a8d\u6703\u8a08\u539f\u5247\u8a3b1<\/sup>\uff08non-GAAP\uff09\u8a08\u7b97\uff0c\u6bdb\u5229\u7387\u70ba 54%\uff0c\u71df\u696d\u5229\u76ca\u70ba 18 \u5104\u7f8e\u5143\uff0c\u6de8\u5229\u70ba 16 \u5104\u7f8e\u5143\uff0c\u7a00\u91cb\u5f8c\u6bcf\u80a1\u6536\u76ca\u70ba 0.96 \u7f8e\u5143\u3002<\/p>\n\n\n\n

AMD \u8463\u4e8b\u9577\u66a8\u57f7\u884c\u9577\u8607\u59ff\u4e30\u535a\u58eb\u8868\u793a\uff0cAMD \u5f37\u52e2\u958b\u5c55 2025 \u5e74\uff0c\u71df\u6536\u5e74\u589e\u7387\u9023\u7e8c 4 \u5b63\u52a0\u901f\u6210\u9577\uff0c\u6210\u9577\u52d5\u529b\u4f86\u81ea\u65bc\u6838\u5fc3\u696d\u52d9\u7684\u7a69\u5065\u8868\u73fe\u4ee5\u53ca\u6301\u7e8c\u64f4\u5927\u7684\u8cc7\u6599\u4e2d\u5fc3\u548c\u4eba\u5de5\u667a\u6167\uff08AI\uff09\u52d5\u80fd\u3002\u5118\u7ba1\u6574\u9ad4\u7d93\u6fdf\u548c\u6cd5\u898f\u74b0\u5883\u4ecd\u5177\u6311\u6230\uff0c\u6211\u5011\u7b2c 1 \u5b63\u7684\u4eae\u773c\u696d\u7e3e\u8207\u7b2c2\u5b63\u7684\u5c55\u671b\uff0c\u5145\u5206\u5f70\u986f AMD \u7368\u7279\u7522\u54c1\u7d44\u5408\u7684\u512a\u52e2\u4ee5\u53ca\u5805\u5be6\u7684\u57f7\u884c\u529b\uff0c\u70ba 2025 \u5e74\u5be6\u73fe\u5353\u8d8a\u6210\u9577\u5960\u5b9a\u7a69\u56fa\u57fa\u790e\u3002<\/p>\n\n\n\n

AMD \u57f7\u884c\u526f\u7e3d\u88c1\u66a8\u8ca1\u52d9\u9577\u8207\u51fa\u7d0d\u9577 Jean Hu \u8868\u793a\uff0c\u6211\u5011\u7b2c1\u5b63\u71df\u6536\u8f03\u53bb\u5e74\u540c\u671f\u6210\u9577 36%\uff0c\u4e26\u96a8\u8457\u696d\u52d9\u898f\u6a21\u64f4\u5927\uff0c\u7372\u5229\u80fd\u529b\u4ea6\u986f\u8457\u63d0\u5347\u3002\u6211\u5011\u5c07\u7e7c\u7e8c\u6295\u5165\u7814\u767c\u8207\u5e02\u5834\u63a8\u5ee3\uff0c\u4ee5\u63a8\u52d5\u516c\u53f8\u9577\u671f\u6210\u9577\uff0c\u4e26\u70ba\u80a1\u6771\u5275\u9020\u66f4\u5927\u50f9\u503c\u3002<\/p>\n\n\n

\n
\"AMD\"<\/figure><\/div>\n\n\n

<\/p>\n\n\n\n

\u8ca1\u52d9\u7e3e\u6548\u6458\u8981<\/strong><\/strong><\/h3>\n\n\n\n

\u25cf\u00a0\u00a0\u00a0\u7b2c 1 \u5b63\u8cc7\u6599\u4e2d\u5fc3\u4e8b\u696d\u7fa4\u71df\u6536\u70ba 37 \u5104\u7f8e\u5143\uff0c\u8f03\u53bb\u5e74\u540c\u671f\u6210\u9577 57%\uff0c\u6210\u9577\u52d5\u80fd\u4f86\u81ea\u65bc AMD EPYC\u2122 CPU \u548c AMD Instinct\u2122 GPU \u92b7\u552e\u984d\u7684\u589e\u9577\u3002
\u25cf\u00a0\u00a0\u00a0\u7b2c 1 \u5b63\u5ba2\u6236\u7aef\u8207\u904a\u6232\u4e8b\u696d\u7fa4\u71df\u6536\u70ba 29 \u5104\u7f8e\u5143\uff0c\u8f03\u53bb\u5e74\u540c\u671f\u6210\u9577 28%\u3002\u5ba2\u6236\u7aef\u4e8b\u696d\u7fa4\u71df\u6536\u70ba 23 \u5104\u7f8e\u5143\uff0c\u8f03\u53bb\u5e74\u540c\u671f\u6210\u9577 68%\uff0c\u6210\u9577\u52d5\u80fd\u4e3b\u8981\u4f86\u81ea\u65bc\u5e02\u5834\u5c0d\u6700\u65b0 \u201cZen 5\u201d AMD Ryzen\u2122\u8655\u7406\u5668\u4ee5\u53ca\u66f4\u8c50\u5bcc\u7522\u54c1\u7d44\u5408\u7684\u5f37\u52c1\u9700\u6c42\u3002\u904a\u6232\u4e8b\u696d\u7fa4\u71df\u6536\u70ba 6.47 \u5104\u7f8e\u5143\uff0c\u8f03\u53bb\u5e74\u540c\u671f\u4e0b\u964d 30%\uff0c\u4e3b\u8981\u539f\u56e0\u70ba\u534a\u5ba2\u88fd\u5316\u696d\u52d9\u7684\u71df\u6536\u6e1b\u5c11\u3002
\u25cf\u00a0\u00a0\u00a0\u7b2c 1 \u5b63\u5d4c\u5165\u5f0f\u4e8b\u696d\u7fa4\u71df\u6536\u70ba 8.23 \u5104\u7f8e\u5143\uff0c\u8f03\u53bb\u5e74\u540c\u671f\u4e0b\u964d 3%\uff0c\u4e3b\u8981\u539f\u56e0\u70ba\u7d42\u7aef\u5e02\u5834\u9700\u6c42\u6301\u7e8c\u6ce2\u52d5\u3002<\/p>\n\n\n\n

<\/p>\n\n\n\n

\u8fd1\u671f\u696d\u52d9\u4eae\u9ede<\/strong><\/h3>\n\n\n\n

\u25cf\u00a0\u00a0\u00a0AMD \u5b8c\u6210<\/a>\u5c0d ZT Systems \u7684\u6536\u8cfc\uff0c\u6574\u5408\u9818\u5148\u696d\u754c\u7684\u7cfb\u7d71\u548c\u6a5f\u67b6\u5c64\u7d1a\u5c08\u696d\u77e5\u8b58\uff0c\u4ee5\u53ca AMD GPU\u3001CPU\u3001\u7db2\u8def\u6676\u7247\u8207\u958b\u6e90\u8edf\u9ad4\uff0c\u4ee5\u638c\u63e1 2028 \u5e74\u9810\u4f30\u50f9\u503c 5,000 \u5104\u7f8e\u5143\u7684\u8cc7\u6599\u4e2d\u5fc3 AI \u52a0\u901f\u5668\u5e02\u5834\u5546\u6a5f\u3002<\/p>\n\n\n\n

\u25cf\u00a0\u00a0\u00a0AMD \u64f4\u5c55\u7b56\u7565\u5408\u4f5c\u5925\u4f34\u95dc\u4fc2\uff0c\u65e8\u5728\u63d0\u4f9b AMD AI \u89e3\u6c7a\u65b9\u6848\uff0c\u4e26\u6301\u7e8c\u7cbe\u9032\u958b\u767c\u8005\u5de5\u5177\u7684\u529f\u80fd\u8207\u652f\u63f4\uff1a
\u3000\u3000o\u00a0\u00a0\u00a0\u00a0\u00a0AMD \u900f\u904e AMD ROCm\u2122\u8edf\u9ad4\u6301\u7e8c\u6df1\u5316\u5c0d AMD Instinct GPU \u4e0a\u524d\u7aef AI \u6a21\u578b\u7684\u652f\u63f4\uff0c\u70ba\u6700\u65b0 Meta AI Llama 4\u6a21\u578b<\/a>\u548c Google Gemma 3\u6a21\u578b<\/a>\u63d0\u4f9b Day-0 \u652f\u63f4\u3002
\u3000\u3000o\u00a0\u00a0\u00a0\u00a0\u00a0AMD \u900f\u904e\u6301\u7e8c\u6700\u4f73\u5316 ROCm \u8edf\u9ad4\u5806\u758a\u548c\u6700\u65b0 vLLM \u7522\u54c1\uff0c\u65bc DeepSeek-R1<\/a> \u4e0a\u5be6\u73fe\u9818\u5148\u696d\u754c\u7684\u63a8\u8ad6\u6548\u80fd\u3002
\u3000\u3000o\u00a0\u00a0\u00a0\u00a0\u00a0G42 \u65d7\u4e0b\u6578\u4f4d\u57fa\u790e\u8a2d\u65bd\u516c\u53f8 Core42 \u5ba3\u5e03<\/a>\u5c07\u5ee3\u6cdb\u90e8\u7f72 AMD Instinct GPU \u6280\u8853\uff0c\u4ee5\u5efa\u69cb\u6cd5\u570b\u6700\u5f37\u5927\u7684 AI \u904b\u7b97\u8a2d\u65bd\u4e4b\u4e00\u3002
\u3000\u3000o\u00a0\u00a0\u00a0\u00a0\u00a0\u6234\u723e\u79d1\u6280\u96c6\u5718<\/a>\u5ba3\u5e03\u64f4\u5927\u5728\u5176\u96fb\u4fe1 AI \u7522\u54c1\u63a1\u7528 AMD \u6838\u5fc3\u3002
\u3000\u3000o\u00a0\u00a0\u00a0\u00a0\u00a0\u6cd5\u570b\u539f\u5b50\u80fd\u8207\u66ff\u4ee3\u80fd\u6e90\u59d4\u54e1\u6703\uff08CEA\uff09\u8207 AMD \u5ba3\u5e03<\/a>\u5408\u4f5c\uff0c\u5171\u540c\u958b\u767c\u5148\u9032\u6280\u8853\u3001\u96f6\u7d44\u4ef6\u548c\u7cfb\u7d71\u67b6\u69cb\uff0c\u4ee5\u5851\u9020 AI \u904b\u7b97\u7684\u672a\u4f86\u3002
\u3000\u3000o\u00a0\u00a0\u00a0\u00a0\u00a0AMD\u3001Jio Platforms Limited\u3001\u601d\u79d1\u548c Nokia \u5ba3\u5e03<\/a>\u6210\u7acb\u5168\u65b0\u958b\u653e\u96fb\u4fe1 AI \u5e73\u53f0\uff0c\u5c07\u63d0\u4f9b AI \u89e3\u6c7a\u65b9\u6848\u4ee5\u63d0\u5347\u6548\u7387\u3001\u5b89\u5168\u6027\u548c\u529f\u80fd\u3002
\u3000\u3000o\u00a0\u00a0\u00a0\u00a0\u00a0AMD \u5ba3\u5e03<\/a>\u652f\u63f4\u6700\u65b0 UALink 1.0 \u898f\u7bc4\uff0c\u6b64\u70ba\u958b\u653e\u3001\u696d\u754c\u6a19\u6e96\u3001\u4f4e\u5ef6\u9072\u3001\u9ad8\u983b\u5bec\u7684\u4e92\u9023\u6280\u8853\uff0c\u9069\u7528\u65bc\u64f4\u5c55 AI \u61c9\u7528\u3002<\/p>\n\n\n\n

\u25cf\u00a0\u00a0\u00a0\u9818\u5148\u7684\u8d85\u5927\u898f\u6a21\u96f2\u7aef\u4f9b\u61c9\u5546\u6301\u7e8c\u64f4\u5927 AMD EPYC CPU \u7684\u90e8\u7f72\uff0c\u4ee5\u652f\u63f4\u5176\u5167\u90e8\u57fa\u790e\u8a2d\u65bd\u548c\u516c\u6709\u96f2\u7522\u54c1\uff1a
\u3000\u3000o\u00a0\u00a0\u00a0\u00a0\u00a0Oracle Cloud Infrastructure<\/a> \u5ba3\u5e03\u63a8\u51fa OCI Compute E6 \u904b\u7b97\u578b\u614b\uff08shape\uff09\uff0c\u76f8\u8f03\u65bc\u524d\u4e00\u4ee3\u7522\u54c1\uff0c\u5728\u6210\u672c\u6548\u76ca\u65b9\u9762\u5be6\u73fe\u986f\u8457\u63d0\u5347\u3002
\u3000\u3000o\u00a0\u00a0\u00a0\u00a0\u00a0Google Cloud<\/a> \u5ba3\u5e03\u63a8\u51fa C4D \u548c H4D \u865b\u64ec\u6a5f\u5668\uff0c\u70ba\u8981\u6c42\u56b4\u82db\u7684\u901a\u7528\u578b\u548c HPC \u96f2\u7aef\u5de5\u4f5c\u8ca0\u8f09\u63d0\u4f9b\u9818\u5148\u6548\u80fd\u3001\u53ef\u64f4\u5c55\u6027\u548c\u6548\u7387\u3002<\/p>\n\n\n\n

\u25cf\u00a0\u00a0\u00a0AMD \u6191\u85c9\u6700\u65b0 AMD Ryzen \u548c Radeon\u2122\u7522\u54c1\u53ca\u8edf\u9ad4\uff0c\u63d0\u4f9b\u5353\u8d8a\u7684\u904a\u6232\u8207\u5167\u5bb9\u5275\u4f5c\u9ad4\u9a57\uff1a
\u3000\u3000o\u00a0\u00a0\u00a0\u00a0\u00a0\u57fa\u65bc AMD RDNA\u2122 4 \u986f\u793a\u67b6\u69cb\u7684\u5168\u65b0 Radeon RX 9070 XT \u548c RX 9070 \u986f\u793a\u5361<\/a>\u70ba\u904a\u6232\u73a9\u5bb6\u548c\u5275\u4f5c\u8005\u63d0\u4f9b\u5f37\u5927\u7684\u6548\u80fd\u3001\u8996\u89ba\u6548\u679c\u548c\u50f9\u503c\u7d44\u5408\u3002
\u3000\u3000o\u00a0\u00a0\u00a0\u00a0\u00a0AMD FidelityFX\u2122<\/a>\u00a0Super Resolution 4 \u70ba\u4e00\u7a2e AI \u52a0\u901f\u7684\u5e40\u751f\u6210\u6280\u8853\uff0c\u53ef\u5728\u6700\u65b0 Radeon RX \u986f\u793a\u5361\u4e0a\u70ba\u904a\u6232\u73a9\u5bb6\u63d0\u4f9b\u4ee4\u4eba\u9a5a\u8277\u7684\u6548\u80fd\u548c\u5f71\u50cf\u54c1\u8cea\u3002
\u3000\u3000o\u00a0\u00a0\u00a0\u00a0\u00a0AMD\u00a0Ryzen 9 9950X3D<\/a> \u548c Ryzen 9 9900X3D<\/a> \u8655\u7406\u5668\u63a1\u7528\u7b2c 2 \u4ee3 AMD 3D V-Cache\u2122<\/a>\u6280\u8853\uff0c\u63d0\u4f9b\u9818\u5148\u696d\u754c\u7684\u6548\u80fd\u548c\u529f\u8017\u6548\u7387\u3002<\/p>\n\n\n\n

\u25cf\u00a0\u00a0\u00a0AMD \u64f4\u5927\u5176\u5d4c\u5165\u5f0f\u5e02\u5834\u7684\u7522\u54c1\u7d44\u5408\uff1a
\u3000\u3000o\u00a0\u00a0\u00a0\u00a0\u00a0\u5168\u65b0 AMD EPYC Embedded 9005 \u7cfb\u5217\u8655\u7406\u5668<\/a>\u63d0\u4f9b\u4f3a\u670d\u5668\u7b49\u7d1a\u6548\u80fd\u548c\u80fd\u6e90\u6548\u7387\uff0c\u4e26\u7d50\u5408\u4e86\u5c08\u70ba\u7db2\u8def\u3001\u5132\u5b58\u548c\u5de5\u696d\u908a\u7de3\u5e02\u5834\u8a2d\u8a08\u7684\u529f\u80fd\u3002
\u3000\u3000o\u00a0\u00a0\u00a0\u00a0\u00a0AMD Versal\u2122 AI Edge XQRVE2302<\/a> \u81ea\u884c\u8abf\u9069 SoC \u73fe\u5df2\u4e0a\u5e02\uff0c\u4ee5\u5c0f\u5c3a\u5bf8\u5c07AI\u63a8\u8ad6\u5e36\u5165\u592a\u7a7a\u61c9\u7528\u3002
\u3000\u3000o\u00a0\u00a0\u00a0\u00a0\u00a0Napatech\u53caDruid Software<\/a> \u5ba3\u5e03\u63a8\u51fa\u642d\u8f09 AMD Virtex\u2122 UltraScale+\u2122 XCVU5P FPGA \u7684\u9ad8\u6548\u80fd\u3001\u7bc0\u80fd\u578b 5G \u6838\u5fc3\u3002<\/p>\n\n\n\n

<\/p>\n\n\n\n

\u7576\u524d\u5c55\u671b<\/strong><\/strong><\/h3>\n\n\n\n

AMD \u5c55\u671b\u9673\u8ff0\u662f\u6839\u64da\u7576\u524d\u9810\u671f\uff0c\u5167\u5bb9\u5c6c\u65bc\u524d\u77bb\u6027\u9673\u8ff0\uff0c\u5be6\u969b\u7d50\u679c\u53ef\u80fd\u56e0\u5e02\u5834\u72c0\u6cc1\u4ee5\u53ca\u300c\u514d\u8cac\u8072\u660e\u300d\u7ae0\u7bc0\u6240\u5217\u7684\u5404\u9805\u56e0\u7d20\uff0c\u4ee5\u81f4\u548c\u672c\u6587\u9673\u8ff0\u6709\u6240\u51fa\u5165\u3002<\/p>\n\n\n\n

AMD \u9810\u671f 2025 \u5e74\u7b2c 2 \u5b63\u71df\u6536\u7d04\u70ba 74 \u5104\u7f8e\u5143\uff0c\u4e0a\u4e0b\u6d6e\u52d5 3 \u5104\u7f8e\u5143\u3002\u975e GAAP \u6bdb\u5229\u7387\u9810\u8a08\u70ba 43%\uff0c\u5176\u4e2d\u5305\u542b\u7d04 8 \u5104\u7f8e\u5143\u7684\u5eab\u5b58\u548c\u76f8\u95dc\u6e96\u5099\u91d1\u8cbb\u7528\uff0c\u70ba\u56e0\u61c9\u5728 2025 \u5e74 4 \u6708 16 \u65e5 AMD \u7576\u524d\u5831\u544a 8-K \u8868\u683c\u4e2d\u6240\u63d0\u5230\u7684\u65b0\u51fa\u53e3\u7ba1\u5236\u3002\u5982\u679c\u6392\u9664\u6b64\u8cbb\u7528\uff0c\u975e GAAP \u6bdb\u5229\u7387\u7d04\u70ba 54%\u3002<\/p>\n\n\n\n

<\/p>\n\n\n\n

AMD<\/strong>\u96fb\u8a71\u6703\u8b70<\/strong><\/strong><\/h3>\n\n\n\n

AMD \u65bc\u5b98\u7db2<\/a>\u4e2d\u6295\u8cc7\u8005\u95dc\u4fc2\u7db2\u9801<\/a>\u63d0\u4f9b\u7db2\u8def\u5ee3\u64ad\uff0c\u8a0e\u8ad6 2025 \u5e74\u7b2c 1 \u5b63\u8ca1\u52d9\u7d50\u679c\u3002<\/p>\n\n\n\n

<\/p>\n\n\n\n

\u3000\u3000<\/p>\n\n\n\n

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<\/p>\n\n\n\n

\u3000\u3000\u3000\u3000<\/p>\n\n\n\n

\ud83d\udfe6NZXT N9 X870E \u4e3b\u6a5f\u677f \u7b54\u984c\u5f97\u597d\u79ae<\/a>
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