{"id":128534,"date":"2025-11-05T22:48:00","date_gmt":"2025-11-05T14:48:00","guid":{"rendered":"https:\/\/www.ioiotimes.com\/?p=128534"},"modified":"2025-11-05T23:49:37","modified_gmt":"2025-11-05T15:49:37","slug":"amd%e5%85%ac%e4%bd%882025%e5%b9%b4%e7%ac%ac3%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=128534","title":{"rendered":"AMD\u516c\u4f482025\u5e74\u7b2c3\u5b63\u8ca1\u52d9\u5831\u544a"},"content":{"rendered":"\n<p><a href=\"https:\/\/urldefense.com\/v3\/__http:\/www.amd.com\/__;!!FMox2LFwyA!pKR4cjhekQ9PdtlbXJhFtFKC_BprmGXENoBHPAMY-GH-sVLynCaPVJJEW4sjzvk9H966Zt7d-yWnwWTkKQ$\" target=\"_blank\" rel=\"noreferrer noopener\">AMD<\/a>\u00a0(NASDAQ: AMD) \u516c\u4f48 2025 \u5e74\u7b2c 3 \u5b63\u8ca1\u52d9\u5831\u544a\u3002\u7b2c 3 \u5b63\u71df\u6536\u9054\u5275\u7d00\u9304\u7684 92 \u5104\u7f8e\u5143\uff0c\u6bdb\u5229\u7387\u70ba 52%\uff0c\u71df\u696d\u5229\u76ca\u70ba 13 \u5104\u7f8e\u5143\uff0c\u6de8\u5229\u70ba 12 \u5104\u7f8e\u5143\uff0c\u7a00\u91cb\u5f8c\u6bcf\u80a1\u6536\u76ca\u70ba 0.75 \u7f8e\u5143\u3002\u4ee5\u975e\u7f8e\u570b\u4e00\u822c\u516c\u8a8d\u6703\u8a08\u539f\u5247<sup>\u8a3b1<\/sup>\uff08non-GAAP\uff09\u8a08\u7b97\uff0c\u6bdb\u5229\u7387\u70ba 54%\uff0c\u71df\u696d\u5229\u76ca\u70ba 22 \u5104\u7f8e\u5143\uff0c\u6de8\u5229\u70ba 20 \u5104\u7f8e\u5143\uff0c\u7a00\u91cb\u5f8c\u6bcf\u80a1\u6536\u76ca\u70ba 1.20 \u7f8e\u5143\u3002\u7b2c3\u5b63\u8ca1\u52d9\u5831\u544a\u4e0d\u5305\u542b\u4efb\u4f55\u4f86\u81ea AMD Instinct\u2122 MI308 GPU \u7522\u54c1\u5c0d\u4e2d\u570b\u51fa\u8ca8\u7684\u71df\u6536\u3002<\/p>\n\n\n\n<p>AMD \u8463\u4e8b\u9577\u66a8\u57f7\u884c\u9577\u8607\u59ff\u4e30\u535a\u58eb\u8868\u793a\uff0cAMD \u5728\u7b2c 3 \u5b63\u8868\u73fe\u4eae\u773c\uff0c\u71df\u6536\u8207\u7372\u5229\u5747\u5275\u4e0b\u65b0\u9ad8\uff0c\u53cd\u6620\u51fa\u5e02\u5834\u5c0d\u6211\u5011\u9ad8\u6548\u80fd EPYC \u8207 Ryzen \u8655\u7406\u5668\u4ee5\u53ca Instinct AI \u52a0\u901f\u5668\u7684\u5ee3\u6cdb\u9700\u6c42\u3002\u7b2c3\u5b63\u5275\u7d00\u9304\u7684\u8868\u73fe\u4ee5\u53ca\u7b2c 4 \u5b63\u5f37\u52c1\u7684\u8ca1\u52d9\u9810\u6e2c\uff0c\u986f\u793a\u6211\u5011\u6210\u9577\u8ecc\u8de1\u6709\u660e\u986f\u8e8d\u5347\u3002\u96a8\u8457\u6211\u5011\u4e0d\u65b7\u64f4\u5c55\u7684\u904b\u7b97\u696d\u52d9\u7248\u5716\u4ee5\u53ca\u5feb\u901f\u6210\u9577\u7684\u8cc7\u6599\u4e2d\u5fc3 AI \u696d\u52d9\uff0c\u5c07\u63a8\u52d5\u71df\u6536\u8207\u7372\u5229\u986f\u8457\u589e\u9577\u3002<\/p>\n\n\n\n<p>AMD \u57f7\u884c\u526f\u7e3d\u88c1\u66a8\u8ca1\u52d9\u9577\u8207\u51fa\u7d0d\u9577 Jean Hu \u8868\u793a\uff0c\u672c\u5b63\u6211\u5011\u5be6\u73fe\u5275\u7d00\u9304\u7684 92 \u5104\u7f8e\u5143\u71df\u6536\uff0c\u8f03\u53bb\u5e74\u540c\u671f\u6210\u9577 36%\uff0c\u4e26\u5275\u4e0b\u6b77\u53f2\u65b0\u9ad8\u7684\u81ea\u7531\u73fe\u91d1\u6d41\uff0c\u5f70\u986f\u4e86\u6211\u5011\u9818\u5148\u696d\u754c\u7684\u7522\u54c1\u7d44\u5408\u5be6\u529b\u8207\u56b4\u8b39\u7684\u57f7\u884c\u529b\u3002AMD \u5728 AI \u548c\u9ad8\u6548\u80fd\u904b\u7b97\u9818\u57df\u7684\u6301\u7e8c\u6295\u8cc7\uff0c\u6b63\u63a8\u52d5\u986f\u8457\u7684\u6210\u9577\uff0c\u4e26\u70ba AMD \u5275\u9020\u9577\u671f\u7684\u50f9\u503c\u3002<\/p>\n\n\n\n<p><\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"768\" src=\"https:\/\/www.ioiotimes.com\/wordpress\/wp-content\/uploads\/2023\/05\/AMD_Logo-N-1024x768.jpg\" alt=\"AMD\" class=\"wp-image-32114\" style=\"width:480px;height:auto\" title=\"\" srcset=\"https:\/\/www.ioiotimes.com\/wordpress\/wp-content\/uploads\/2023\/05\/AMD_Logo-N-1024x768.jpg 1024w, https:\/\/www.ioiotimes.com\/wordpress\/wp-content\/uploads\/2023\/05\/AMD_Logo-N-300x225.jpg 300w, https:\/\/www.ioiotimes.com\/wordpress\/wp-content\/uploads\/2023\/05\/AMD_Logo-N-768x576.jpg 768w, https:\/\/www.ioiotimes.com\/wordpress\/wp-content\/uploads\/2023\/05\/AMD_Logo-N-1536x1152.jpg 1536w, https:\/\/www.ioiotimes.com\/wordpress\/wp-content\/uploads\/2023\/05\/AMD_Logo-N.jpg 1600w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure><\/div>\n\n\n<p><\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>\u8ca1\u52d9\u7e3e\u6548\u6458\u8981<\/strong><strong><\/strong><\/h3>\n\n\n\n<p>\u3000\u25cf\u00a0\u00a0\u00a0\u8cc7\u6599\u4e2d\u5fc3\u4e8b\u696d\u7fa4\u71df\u6536\u70ba 43 \u5104\u7f8e\u5143\uff0c\u8f03\u53bb\u5e74\u540c\u671f\u6210\u9577 22%\uff0c\u6210\u9577\u52d5\u80fd\u4e3b\u8981\u4f86\u81ea\u65bc\u7b2c 5 \u4ee3 AMD EPYC\u2122 \u8655\u7406\u5668\u8207 AMD Instinct MI350 \u7cfb\u5217 GPU \u7684\u5f37\u52c1\u9700\u6c42\u3002<br>\u3000\u25cf\u00a0\u00a0\u00a0\u5ba2\u6236\u7aef\u8207\u904a\u6232\u4e8b\u696d\u7fa4\u71df\u6536\u70ba 40 \u5104\u7f8e\u5143\uff0c\u8f03\u53bb\u5e74\u540c\u671f\u6210\u9577 73%\u3002\u5ba2\u6236\u7aef\u4e8b\u696d\u7fa4\u71df\u6536\u5275\u4e0b 28 \u5104\u7f8e\u5143\u7684\u65b0\u9ad8\uff0c\u8f03\u53bb\u5e74\u540c\u671f\u6210\u9577 46%\uff0c\u6210\u9577\u52d5\u80fd\u4e3b\u8981\u4f86\u81ea\u65bc Ryzen\u2122\u8655\u7406\u5668\u5275\u7d00\u9304\u7684\u92b7\u552e\u4ee5\u53ca\u66f4\u8c50\u5bcc\u7684\u7522\u54c1\u7d44\u5408\u3002\u904a\u6232\u4e8b\u696d\u7fa4\u71df\u6536\u9054 13 \u5104\u7f8e\u5143\uff0c\u8f03\u53bb\u5e74\u540c\u671f\u6210\u9577 181%\uff0c\u4e3b\u8981\u53d7\u60e0\u65bc\u534a\u5ba2\u88fd\u5316\u71df\u6536\u589e\u52a0\u4ee5\u53ca Radeon\u2122\u904a\u6232 GPU \u5f37\u52c1\u9700\u6c42\u3002<br>\u3000\u25cf\u00a0\u00a0\u00a0\u5d4c\u5165\u5f0f\u4e8b\u696d\u7fa4\u71df\u6536\u70ba 8.57 \u5104\u7f8e\u5143\uff0c\u8f03\u53bb\u5e74\u540c\u671f\u4e0b\u964d 8%\u3002<\/p>\n\n\n\n<p><\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>\u8fd1\u671f\u696d\u52d9\u4eae\u9ede<\/strong><\/h3>\n\n\n\n<p>\u3000\u25cf\u00a0\u00a0\u00a0AMD AI \u5e73\u53f0\u5ba2\u6236\u52d5\u80fd\u52a0\u901f\u6210\u9577\uff1a<\/p>\n\n\n\n<p>\u3000\u3000o\u00a0\u00a0\u00a0\u00a0\u00a0OpenAI \u8207 AMD <a href=\"https:\/\/urldefense.com\/v3\/__https:\/www.amd.com\/zh-tw\/newsroom\/press-releases\/2025-10-6-amd-and-openai-announce-strategic-partnership-to-d.html__;!!FMox2LFwyA!pKR4cjhekQ9PdtlbXJhFtFKC_BprmGXENoBHPAMY-GH-sVLynCaPVJJEW4sjzvk9H966Zt7d-yXwj5rfDA$\" target=\"_blank\" rel=\"noreferrer noopener\">\u5ba3\u4f48<\/a>\u9054\u6210\u7b56\u7565\u5408\u4f5c\uff0cAMD \u5c07\u6210\u70ba\u6838\u5fc3\u5408\u4f5c\u5925\u4f34\uff0c\u90e8\u7f72 6GW (gigawatt) \u7684 AMD GPU\uff0c\u70ba OpenAI \u7684\u65b0\u4e00\u4ee3 AI \u57fa\u790e\u8a2d\u65bd\u6339\u6ce8\u904b\u7b97\u52d5\u80fd\uff0c\u9996\u968e\u6bb5 1GW \u7684 AMD Instinct MI450 GPU \u90e8\u7f72\u9810\u8a08\u65bc 2026 \u5e74\u4e0b\u534a\u5e74\u555f\u52d5\u3002<br>\u3000\u3000o\u00a0\u00a0\u00a0\u00a0\u00a0Oracle \u8207 AMD <a href=\"https:\/\/urldefense.com\/v3\/__https:\/www.amd.com\/zh-tw\/newsroom\/press-releases\/oracle-and-amd-expand-partnership-to-help-customers-ach.html__;!!FMox2LFwyA!pKR4cjhekQ9PdtlbXJhFtFKC_BprmGXENoBHPAMY-GH-sVLynCaPVJJEW4sjzvk9H966Zt7d-yW5xIpsMA$\" target=\"_blank\" rel=\"noreferrer noopener\">\u5ba3\u4f48<\/a>\uff0cOracle Cloud Infrastructure (OCI) \u5c07\u63d0\u4f9b\u9996\u500b\u7531 AMD \u201cHelios\u201d \u6a5f\u67b6\u8a2d\u8a08\u6339\u6ce8\u52d5\u80fd\u7684\u516c\u5171 AI \u8d85\u7d1a\u53e2\u96c6\uff0c\u642d\u8f09 AMD Instinct MI450 GPU\u3001EPYC \u201cVenice\u201d CPU \u53ca Pensando\u2122 \u201cVulcano\u201d \u7db2\u8def\u89e3\u6c7a\u65b9\u6848\uff0c\u9996\u6279\u5c07\u65bc 2026 \u5e74\u7b2c 3 \u5b63\u90e8\u7f72 50,000 \u500b GPU\u3002<br>\u3000\u3000o\u00a0\u00a0\u00a0\u00a0\u00a0AMD <a href=\"https:\/\/urldefense.com\/v3\/__https:\/www.amd.com\/zh-tw\/newsroom\/press-releases\/2025-10-14-amd-showcases-helios-rack-scale-platform-built-o.html__;!!FMox2LFwyA!pKR4cjhekQ9PdtlbXJhFtFKC_BprmGXENoBHPAMY-GH-sVLynCaPVJJEW4sjzvk9H966Zt7d-yXSmIGFIg$\" target=\"_blank\" rel=\"noreferrer noopener\">\u767c\u8868<\/a>\u5176\u300cHelios\u300d\u6a5f\u67b6\u7d1a\u8a2d\u8a08\uff0c\u652f\u63f4 Meta \u5728\u958b\u653e\u904b\u7b97\u8a08\u756b\uff08OCP\uff09\u5168\u7403\u9ad8\u5cf0\u6703\u4e0a\u63a8\u51fa\u7684\u5168\u65b0\u958b\u653e\u6a5f\u67b6\u5bec\u7248\uff08ORW\uff09\u898f\u7bc4\u3002<br>\u3000\u3000o\u00a0\u00a0\u00a0\u00a0\u00a0Cisco \u8207 AMD <a href=\"https:\/\/urldefense.com\/v3\/__https:\/newsroom.cisco.com\/c\/r\/newsroom\/en\/us\/a\/y2025\/m10\/cisco-and-g42-deepen-us-uae-technology-partnership-to-build-secure-end-to-end-ai-infrastructure-in-the-uae.html__;!!FMox2LFwyA!pKR4cjhekQ9PdtlbXJhFtFKC_BprmGXENoBHPAMY-GH-sVLynCaPVJJEW4sjzvk9H966Zt7d-yWli-xsow$\" target=\"_blank\" rel=\"noreferrer noopener\">\u5ba3\u4f48<\/a>\u64f4\u5927\u8207 G42 \u7684\u5408\u4f5c\uff0c\u90e8\u7f72\u7531 AMD Instinct MI355X GPU \u6339\u6ce8\u52d5\u80fd\u7684\u5927\u898f\u6a21 AI \u53e2\u96c6\uff0c\u4ee5\u63a8\u9032\u963f\u806f\u914b\u5883\u5167\u7684 AI \u57fa\u790e\u8a2d\u65bd\u5b89\u5168\u3002<br>\u3000\u3000o\u00a0\u00a0\u00a0\u00a0\u00a0IBM \u8207 AMD <a href=\"https:\/\/urldefense.com\/v3\/__https:\/www.amd.com\/zh-tw\/newsroom\/press-releases\/2025-10-01-ibm-and-amd-collaborate-with-zyphra-on-next-generation.html__;!!FMox2LFwyA!pKR4cjhekQ9PdtlbXJhFtFKC_BprmGXENoBHPAMY-GH-sVLynCaPVJJEW4sjzvk9H966Zt7d-yWAnzw_kg$\" target=\"_blank\" rel=\"noreferrer noopener\">\u5ba3\u4f48<\/a>\u5c55\u958b\u591a\u5e74\u671f\u5408\u4f5c\uff0c\u70ba Zyphra \u63d0\u4f9b\u5148\u9032\u7684 AI \u57fa\u790e\u8a2d\u65bd\uff0c\u904b\u7528\u5927\u578b AMD Instinct MI350X GPU \u53e2\u96c6\uff0c\u70ba\u65b0\u4e00\u4ee3\u591a\u6a21\u614b AI \u6a21\u578b\u63d0\u4f9b\u904b\u7b97\u80fd\u529b\u3002<br>\u3000\u3000o\u00a0\u00a0\u00a0\u00a0\u00a0Cohere \u8207 AMD <a href=\"https:\/\/urldefense.com\/v3\/__https:\/www.amd.com\/zh-tw\/newsroom\/press-releases\/2025-9-24-amd-and-cohere-expand-global-ai-collaboration-to-p.html__;!!FMox2LFwyA!pKR4cjhekQ9PdtlbXJhFtFKC_BprmGXENoBHPAMY-GH-sVLynCaPVJJEW4sjzvk9H966Zt7d-yXEwc4cEw$\" target=\"_blank\" rel=\"noreferrer noopener\">\u64f4\u5927<\/a>\u5408\u4f5c\uff0c\u5c07\u7531\u642d\u8f09 AMD Instinct GPU \u7684\u57fa\u790e\u8a2d\u65bd\u5c0e\u5165 Cohere \u5b8c\u6574\u4f01\u696d AI \u89e3\u6c7a\u65b9\u6848\u5957\u4ef6\u3002<br>\u3000\u3000o\u00a0\u00a0\u00a0\u00a0\u00a0Vultr <a href=\"https:\/\/urldefense.com\/v3\/__https:\/www.businesswire.com\/news\/home\/20250909530221\/en\/Vultr-Announces-Availability-of-AMD-Instinct-MI355X-GPUs-Worldwide__;!!FMox2LFwyA!pKR4cjhekQ9PdtlbXJhFtFKC_BprmGXENoBHPAMY-GH-sVLynCaPVJJEW4sjzvk9H966Zt7d-yWJGmTWJw$\" target=\"_blank\" rel=\"noreferrer noopener\">\u5ba3\u4f48<\/a>\u5728\u5176\u5168\u7403\u96f2\u7aef\u5e73\u53f0\u63a8\u51fa AMD Instinct MI355X GPU\u3002<br>\u3000\u3000o\u00a0\u00a0\u00a0\u00a0\u00a0DigitalOcean <a href=\"https:\/\/urldefense.com\/v3\/__https:\/investors.digitalocean.com\/news\/news-details\/2025\/DigitalOcean-Launches-New-Products-and-Innovations-at-Deploy-Conference\/default.aspx__;!!FMox2LFwyA!pKR4cjhekQ9PdtlbXJhFtFKC_BprmGXENoBHPAMY-GH-sVLynCaPVJJEW4sjzvk9H966Zt7d-yWeLNnsow$\" target=\"_blank\" rel=\"noreferrer noopener\">\u64f4\u5c55<\/a>\u5176\u57fa\u65bc AMD \u7684\u96f2\u7aef\u670d\u52d9\uff0c\u96a8\u8457 AMD Instinct MI325X GPU \u73fe\u5df2\u4e0a\u5e02\uff0c\u4ee5\u53ca AMD Instinct MI350X GPU \u5c07\u65bc\u4eca\u5e74\u7a0d\u5f8c\u63a8\u51fa\uff0c\u652f\u63f4\u66f4\u5ee3\u6cdb\u7684 AI \u5de5\u4f5c\u8ca0\u8f09\u3002<br>\u3000\u3000o\u00a0\u00a0\u00a0\u00a0\u00a0AMD \u8207 Tech Mahindra <a href=\"https:\/\/urldefense.com\/v3\/__https:\/www.amd.com\/en\/newsroom\/press-releases\/2025-9-25-tech-mahindra-joins-hands-with-amd-to-drive-n.html__;!!FMox2LFwyA!pKR4cjhekQ9PdtlbXJhFtFKC_BprmGXENoBHPAMY-GH-sVLynCaPVJJEW4sjzvk9H966Zt7d-yVycp1D6A$\" target=\"_blank\" rel=\"noreferrer noopener\">\u5ba3\u4f48<\/a>\u5408\u4f5c\u5c07 AMD Instinct GPU \u53ca AMD EPYC \u8655\u7406\u5668\u642d\u8f09\u65bc Cloud BlazeTech \u4f01\u696d\u7d1a AI \u89e3\u6c7a\u65b9\u6848\u3002<\/p>\n\n\n\n<p>\u3000\u25cf\u00a0\u00a0\u00a0AMD \u8207\u7f8e\u570b\u80fd\u6e90\u90e8<a href=\"https:\/\/urldefense.com\/v3\/__https:\/www.amd.com\/zh-tw\/newsroom\/press-releases\/2025-10-27-amd-powers-u-s-sovereign-ai-factory-supercomputer.html__;!!FMox2LFwyA!pKR4cjhekQ9PdtlbXJhFtFKC_BprmGXENoBHPAMY-GH-sVLynCaPVJJEW4sjzvk9H966Zt7d-yWFH4dFAA$\" target=\"_blank\" rel=\"noreferrer noopener\">\u767c\u4f48<\/a>\u5169\u6b3e\u65b0\u4e00\u4ee3\u8d85\u7d1a\u96fb\u8166\uff1a<\/p>\n\n\n\n<p>\u3000\u3000o\u00a0\u00a0\u00a0\u00a0\u00a0Lux AI \u8d85\u7d1a\u96fb\u8166\u642d\u8f09 AMD Instinct MI355X GPU\u3001AMD EPYC CPU \u548c AMD Pensando \u5148\u9032\u7db2\u8def\u6280\u8853\uff0c\u5c07\u6210\u70ba\u7f8e\u570b\u9996\u500b AI \u5de5\u5ee0\u8d85\u7d1a\u96fb\u8166\u3002<br>\u3000\u3000o\u00a0\u00a0\u00a0\u00a0\u00a0Discovery \u8d85\u7d1a\u96fb\u8166\u9810\u8a08\u65bc 2028 \u5e74\u4ea4\u4ed8\uff0c\u5c07\u63a1\u7528\u4ee3\u865f\u70ba\u300cVenice\u300d\u7684\u65b0\u4e00\u4ee3 AMD EPYC CPU \u4ee5\u53ca AMD Instinct MI430X GPU\uff0c\u9019\u662f\u4e00\u6b3e\u5c08\u70ba\u4e3b\u6b0a AI \u548c\u79d1\u5b78\u904b\u7b97\u8a2d\u8a08\u7684\u5168\u65b0 MI400 \u7cfb\u5217\u52a0\u901f\u5668\u3002<\/p>\n\n\n\n<p>\u3000\u25cf\u00a0\u00a0\u00a0AMD <a href=\"https:\/\/urldefense.com\/v3\/__https:\/rocm.blogs.amd.com\/ecosystems-and-partners\/rocm-7.0-blog\/README.html__;!!FMox2LFwyA!pKR4cjhekQ9PdtlbXJhFtFKC_BprmGXENoBHPAMY-GH-sVLynCaPVJJEW4sjzvk9H966Zt7d-yX6uwfBIw$\" target=\"_blank\" rel=\"noreferrer noopener\">\u767c\u4f48<\/a> ROCm\u2122 7 \u8edf\u9ad4\uff0c\u63d0\u5347\u8a13\u7df4\u8207\u63a8\u8ad6\u6548\u80fd\uff0c\u4e26\u64f4\u5c55\u4f01\u696d\u7d1a\u57fa\u790e\u8a2d\u65bd\u7ba1\u7406\u53ca\u90e8\u7f72\u5de5\u5177\u3002<br>\u3000\u25cf\u00a0\u00a0\u00a0AMD <a href=\"https:\/\/urldefense.com\/v3\/__https:\/www.amd.com\/en\/newsroom\/press-releases\/2025-10-27-amd-completes-divestiture-of-zt-systems-data-cente.html__;!!FMox2LFwyA!pKR4cjhekQ9PdtlbXJhFtFKC_BprmGXENoBHPAMY-GH-sVLynCaPVJJEW4sjzvk9H966Zt7d-yUi5vPM0w$\" target=\"_blank\" rel=\"noreferrer noopener\">\u5ba3\u4f48<\/a>\u5b8c\u6210\u5c07 ZT Systems \u8cc7\u6599\u4e2d\u5fc3\u57fa\u790e\u8a2d\u65bd\u88fd\u9020\u696d\u52d9\u51fa\u552e\u4e88 Sanmina\u3002<br>\u3000\u25cf\u00a0\u00a0\u00a0AMD \u5408\u4f5c\u5925\u4f34\u64f4\u5c55\u57fa\u65bc AMD EPYC \u8655\u7406\u5668\u7684\u96f2\u7aef\u670d\u52d9\uff0c\u4ee5\u6eff\u8db3\u4f01\u696d\u548c AI \u5de5\u4f5c\u8ca0\u8f09\u65e5\u76ca\u589e\u9577\u7684\u904b\u7b97\u9700\u6c42\uff1a<\/p>\n\n\n\n<p>\u3000\u3000o\u00a0\u00a0\u00a0\u00a0\u00a0AWS <a href=\"https:\/\/urldefense.com\/v3\/__https:\/www.amd.com\/en\/blogs\/2025\/epyc-on-aws-5th-gen-processors-power-high-performance.html__;!!FMox2LFwyA!pKR4cjhekQ9PdtlbXJhFtFKC_BprmGXENoBHPAMY-GH-sVLynCaPVJJEW4sjzvk9H966Zt7d-yXPHaO-5Q$\" target=\"_blank\" rel=\"noreferrer noopener\">\u5ba3\u4f48<\/a>\u63a8\u51fa\u642d\u8f09\u7b2c 5 \u4ee3 AMD EPYC \u8655\u7406\u5668\u7684 Amazon EC2 M8a \u901a\u7528\u578b\u57f7\u884c\u500b\u9ad4\uff08instance\uff09\uff0c\u63d0\u4f9b\u8f03\u524d\u4e00\u4ee3\u9ad8\u9054 30% \u7684\u6548\u80fd\u63d0\u5347\u3002<br>\u3000\u3000o\u00a0\u00a0\u00a0\u00a0\u00a0Oracle <a href=\"https:\/\/urldefense.com\/v3\/__https:\/blogs.oracle.com\/cloud-infrastructure\/post\/cloudatcustomer-privatecloudappliance-x11__;!!FMox2LFwyA!pKR4cjhekQ9PdtlbXJhFtFKC_BprmGXENoBHPAMY-GH-sVLynCaPVJJEW4sjzvk9H966Zt7d-yW-qL7gDA$\" target=\"_blank\" rel=\"noreferrer noopener\">\u5ba3\u4f48<\/a>\u63a8\u51fa\u642d\u8f09\u7b2c 5 \u4ee3 AMD EPYC \u8655\u7406\u5668\u7684\u65b0\u4e00\u4ee3 Compute Cloud@Customer X11 \u53ca Private Cloud Appliance X11 \u5e73\u53f0\u3002<\/p>\n\n\n\n<p>\u3000\u25cf\u00a0\u00a0\u00a0IBM \u8207 AMD <a href=\"https:\/\/urldefense.com\/v3\/__https:\/www.amd.com\/en\/newsroom\/press-releases\/2025-8-26-ibm-and-amd-join-forces-to-build-the-future-o.html__;!!FMox2LFwyA!pKR4cjhekQ9PdtlbXJhFtFKC_BprmGXENoBHPAMY-GH-sVLynCaPVJJEW4sjzvk9H966Zt7d-yVioHPdrg$\" target=\"_blank\" rel=\"noreferrer noopener\">\u5ba3\u4f48<\/a>\u8a08\u756b\u7d50\u5408\u91cf\u5b50\u96fb\u8166\u548c\u9ad8\u6548\u80fd\u904b\u7b97\uff0c\u4ee5\u63a8\u52d5\u53ef\u64f4\u5c55\u7684\u65b0\u4e00\u4ee3\u958b\u6e90\u904b\u7b97\u67b6\u69cb\u3002<br>\u3000\u25cf\u00a0\u00a0\u00a0AMD \u70ba\u8981\u6c42\u6700\u56b4\u82db\u7684 PC \u8207\u904a\u6232\u5de5\u4f5c\u8ca0\u8f09\u63d0\u4f9b\u5168\u65b0\u529f\u80fd\uff0c\u5305\u62ec\uff1a<\/p>\n\n\n\n<p>\u3000\u3000o\u00a0\u00a0\u00a0\u00a0\u00a0<a href=\"https:\/\/urldefense.com\/v3\/__https:\/www.amd.com\/zh-tw\/products\/processors\/workstations\/ryzen-threadripper.html__;!!FMox2LFwyA!pKR4cjhekQ9PdtlbXJhFtFKC_BprmGXENoBHPAMY-GH-sVLynCaPVJJEW4sjzvk9H966Zt7d-yXmc47yrg$\" target=\"_blank\" rel=\"noreferrer noopener\">AMD Ryzen\u2122 Threadripper\u2122 9000WX \u8207 Ryzen Threadripper PRO 9000X \u7cfb\u5217\u8655\u7406\u5668<\/a>\u70ba\u5275\u4f5c\u8005\u3001\u72c2\u71b1\u7d1a\u904a\u6232\u73a9\u5bb6\u53ca\u5c08\u696d\u4eba\u58eb\u63d0\u4f9b\u7121\u8207\u502b\u6bd4\u7684\u591a\u6838\u5fc3\u6548\u80fd\u8207\u5e73\u53f0\u529f\u80fd\u3002<br>\u3000\u3000o\u00a0\u00a0\u00a0\u00a0\u00a0<a href=\"https:\/\/urldefense.com\/v3\/__https:\/www.amd.com\/zh-tw\/products\/graphics\/technologies\/fidelityfx\/super-resolution.html__;!!FMox2LFwyA!pKR4cjhekQ9PdtlbXJhFtFKC_BprmGXENoBHPAMY-GH-sVLynCaPVJJEW4sjzvk9H966Zt7d-yWS8ehZzg$\" target=\"_blank\" rel=\"noreferrer noopener\">AMD FSR 4<\/a> \u70ba\u4e00\u9805\u57fa\u65bc\u6a5f\u5668\u5b78\u7fd2\u7684\u5347\u7d1a\u6280\u8853\uff0c\u53ef\u63d0\u5347\u756b\u9762\u66f4\u65b0\u7387\u8207\u8996\u89ba\u6548\u679c\uff0c\u81ea\u63a8\u51fa\u4ee5\u4f86\u652f\u63f4\u904a\u6232\u6578\u91cf\u8fc5\u901f\u7ffb\u500d\uff0c\u5df2\u9054\u8d85\u904e 85 \u6b3e\u3002<\/p>\n\n\n\n<p>\u3000\u25cf\u00a0\u00a0\u00a0AMD \u64f4\u5c55\u5176 x86 \u5d4c\u5165\u5f0f\u8655\u7406\u5668\u7522\u54c1\u7d44\u5408\uff0c\u5305\u62ec\uff1a<\/p>\n\n\n\n<p>\u3000\u3000o\u00a0\u00a0\u00a0\u00a0\u00a0<a href=\"https:\/\/urldefense.com\/v3\/__https:\/www.amd.com\/en\/blogs\/2025\/amd-introduces-epyc-embedded-4005-processors-for-low.html__;!!FMox2LFwyA!pKR4cjhekQ9PdtlbXJhFtFKC_BprmGXENoBHPAMY-GH-sVLynCaPVJJEW4sjzvk9H966Zt7d-yVtgFGckQ$\" target=\"_blank\" rel=\"noreferrer noopener\">AMD EPYC \u5d4c\u5165\u5f0f 4005 \u7cfb\u5217\u8655\u7406\u5668<\/a>\u70ba\u7db2\u8def\u5b89\u5168\u8a2d\u5099\u548c\u5165\u9580\u7d1a\u5de5\u696d\u908a\u7de3\u4f3a\u670d\u5668\u63d0\u4f9b\u5353\u8d8a\u6548\u80fd\u3001\u7cfb\u7d71\u6210\u672c\u6700\u4f73\u5316\u53ca\u5ef6\u9577\u90e8\u7f72\u9031\u671f\u3002<br>\u3000\u3000o\u00a0\u00a0\u00a0\u00a0\u00a0<a href=\"https:\/\/urldefense.com\/v3\/__https:\/www.amd.com\/en\/blogs\/2025\/amd-ryzen-embedded-9000-series-brings-next-gen-performa.html__;!!FMox2LFwyA!pKR4cjhekQ9PdtlbXJhFtFKC_BprmGXENoBHPAMY-GH-sVLynCaPVJJEW4sjzvk9H966Zt7d-yVi36pizQ$\" target=\"_blank\" rel=\"noreferrer noopener\">AMD Ryzen \u5d4c\u5165\u5f0f 9000 \u8655\u7406\u5668<\/a>\u70ba\u5de5\u696d PC\u3001\u81ea\u52d5\u5316\u7cfb\u7d71\u8207\u6a5f\u5668\u8996\u89ba\u61c9\u7528\u63d0\u4f9b\u5353\u8d8a\u6bcf\u74e6\u6548\u80fd\u3001\u4f4e\u5ef6\u9072\u548c\u9577\u671f\u7a69\u5b9a\u6027\u3002<\/p>\n\n\n\n<p><\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>\u7576\u524d\u5c55\u671b<\/strong><strong><\/strong><\/h3>\n\n\n\n<p>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<p>AMD \u9810\u671f 2025 \u5e74\u7b2c 4 \u5b63\u71df\u6536\u7d04\u70ba 96 \u5104\u7f8e\u5143\uff0c\u4e0a\u4e0b\u6d6e\u52d5 3 \u5104\u7f8e\u5143\u3002\u4ee5\u71df\u6536\u7bc4\u570d\u4e2d\u9ede\u8a08\u7b97\uff0c\u4ee3\u8868\u5e74\u6210\u9577\u7d04 25%\uff0c\u5b63\u6210\u9577\u7d04 4%\u3002\u975e GAAP \u6bdb\u5229\u7387\u9810\u8a08\u7d04\u70ba 54.5%\u3002\u76ee\u524d\u7684\u5c55\u671b\u4e0d\u5305\u62ec\u4efb\u4f55\u4f86\u81ea AMD Instinct MI308 \u5c0d\u4e2d\u570b\u51fa\u8ca8\u7684\u71df\u6536\u3002<\/p>\n\n\n\n<p><\/p>\n\n\n\n<p>\u3000\u3000<\/p>\n\n\n\n<p><sub>\u8a3b1\uff1a\u5728\u672c\u71df\u6536\u65b0\u805e\u4e2d\uff0c\u9664\u4e86\u901a\u7528\u6703\u8a08\u6e96\u5247\uff08GAAP\uff09\u7684\u71df\u6536\u7d50\u679c\uff0cAMD\u63d0\u4f9b\u975eGAAP\u8ca1\u52d9\u6307\u6a19\uff0c\u5305\u62ec\u975eGAAP\u6bdb\u5229\u3001\u975eGAAP\u6bdb\u5229\u7387\u3001\u975eGAAP\u71df\u904b\u8cbb\u7528\u3001\u975eGAAP\u71df\u904b\u8cbb\u7528\uff0f\u71df\u6536\u767e\u5206\u6bd4\u3001\u975eGAAP\u71df\u696d\u5229\u76ca\u3001\u975eGAAP\u71df\u696d\u5229\u6f64\u7387\u3001\u975eGAAP\u6de8\u5229\u548c\u975eGAAP\u7a00\u91cb\u5f8c\u6bcf\u80a1\u6536\u76ca\u3002AMD\u5728\u8a08\u7b97\u975eGAAP\u6240\u5f97\u7a05\u898f\u5b9a\u6642\u4f7f\u7528\u6a19\u6e96\u5316\u7a05\u7387\uff0c\u4ee5\u5728\u5831\u544a\u671f\u9593\u63d0\u4f9b\u66f4\u597d\u7684\u4e00\u81f4\u6027\u3002\u5c0d\u65bc2025\u6703\u8a08\u5e74\u5ea6\uff0cAMD\u4f7f\u7528\u7684\u975eGAAP\u7a05\u7387\u70ba13%\uff0c\u5176\u4e2d\u4e0d\u5305\u62ec\u7a05\u524d\u975eGAAP\u8abf\u6574\u7684\u7a05\u5f71\u97ff\u3002\u6b64\u5916\uff0cAMD\u63d0\u4f9b\u8abf\u6574\u5f8c\u76842025\u5e74\u7b2c2\u5b63\u975eGAAP\u6bdb\u5229\u548c\u6bdb\u5229\u7387\uff0c\u5176\u4e2d\u4e0d\u5305\u62ec\u8207\u7f8e\u570b\u51fa\u53e3\u9650\u5236\u76f8\u95dc\u7684\u5eab\u5b58\u548c\u76f8\u95dc\u8cbb\u7528\u3002AMD\u4e5f\u63d0\u4f9b\u8abf\u6574\u5f8c\u7a05\u524d\u8207\u5229\u606f\u524d\uff08EBITDA\uff09\u4ee5\u53ca\u81ea\u7531\u73fe\u91d1\u6d41\u91cf\u7b49\u6578\u64da\uff0c\u4f5c\u70ba\u975eGAAP\u7e3e\u6548\u6578\u64da\u7684\u88dc\u5145\u3002\u9019\u4e9b\u9805\u76ee\u7684\u5b9a\u7fa9\u5217\u65bc\u672c\u71df\u6536\u65b0\u805e\u6700\u5f8c\u76f8\u95dc\u8cc7\u6599\u8868\u7684\u8a3b\u89e3\u3002AMD\u63d0\u4f9b\u9019\u4e9b\u8ca1\u52d9\u6578\u64da\uff0c\u56e0\u70ba\u76f8\u4fe1\u9019\u7a2e\u975eGAAP\u8cc7\u6599\u8b93\u6295\u8cc7\u8005\u66f4\u5bb9\u6613\u6bd4\u8f03\u7576\u524d\u8207\u9577\u4e45\u7d2f\u7a4d\u7684\u71df\u904b\u7d50\u679c\uff0c\u800c\u4e14AMD\u76f8\u4fe1\u9019\u6709\u52a9\u65bc\u6295\u8cc7\u8005\u66f4\u52a0\u9023\u8cab\u5730\u6bd4\u8f03AMD\u9577\u671f\u4e0b\u4f86\u7684\u7e3e\u6548\uff0c\u6392\u9664\u90a3\u4e9b\u7121\u6cd5\u53cd\u6620\u6838\u5fc3\u7d93\u71df\u7e3e\u6548\u7684\u9805\u76ee\uff0c\u4ee5\u53ca\u5728\u9078\u5b9a\u8cc7\u6599\u8868\u8a3b\u89e3\u4e2d\u6240\u5217\u7684\u5176\u4ed6\u539f\u56e0\u3002\u672c\u71df\u6536\u65b0\u805e\u63ed\u9732\u7684\u975eGAAP\u8ca1\u52d9\u6578\u64da\u61c9\u548cAMD\u8ca1\u5831\u7d50\u679c\u5c0d\u7167\u53c3\u8003\uff0c\u4e0d\u61c9\u8996\u70baGAAP\u6578\u64da\u7684\u66ff\u4ee3\u8cc7\u6599\u6216\u66f4\u52dd\u4e00\u7c4c\uff0c\u4e14\u61c9\u548c\u6839\u64daGAAP\u7684\u5f59\u7e3d\u8ca1\u5831\uff08Consolidated Financial 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class=\"wp-block-heading has-text-align-right has-very-light-gray-to-cyan-bluish-gray-gradient-background has-background\">\ud83d\udfe2\u770bROG \u521d\u97f3\u672a\u4f86\u4e09\u5275\u5feb\u9583\u5e97\u8a18\u9304\uff0c<a href=\"https:\/\/reurl.cc\/Nx5RXQ\" data-type=\"link\" data-id=\"https:\/\/reurl.cc\/Nx5RXQ\" target=\"_blank\" rel=\"noreferrer noopener\">\u7559\u8a00\u5c31\u6709\u6a5f\u6703\u7368\u5f97\u521d\u97f3\u672a\u4f86\u5a92\u9ad4\u79ae<\/a><br>\ud83d\udfe6\u4ec0\u9ebc!?\u804a\u5929\u6253\u5c41\u4e5f\u53ef\u4ee5\u62bd\u734e\u52f5!! <a href=\"https:\/\/reurl.cc\/5blVWq\" data-type=\"link\" data-id=\"https:\/\/reurl.cc\/5blVWq\" target=\"_blank\" rel=\"noreferrer noopener\">11\u6708\u641e\u754f\u6709\u79ae\u6d3b\u52d5<\/a>\u73fe\u6b63\u9032\u884c\u4e2d!! <br>\ud83d\udfe6\u73fe\u5728\u5c31\u52a0\u5165&nbsp;ioioTIMES \u81c9\u66f8\u7c89\u7d72\u5718&nbsp;\u66f4\u591a\u4e92\u52d5\u3001\u66f4\u591a\u597d\u5eb7\u650f\u62b5\u52a0!!<br>\ud83d\udfe6<strong>\u6211\u5011\u6709<a href=\"https:\/\/today.line.me\/tw\/v2\/publisher\/103117\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">LINE TODAY<\/a>\u983b\u9053\u4e86\uff0c\u5feb\u4f86\u8ffd\u8e2a\u6211\u5011\u5427!!&#8211;\u6700\u65b0\u79d1\u6280\u65b0\u805e \u76e1\u5728\u4f60<\/strong>\u624b<\/h4>\n","protected":false},"excerpt":{"rendered":"<p>AMD\u00a0(NASDAQ: AMD) 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