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What's Going On With AMD Stock On Wednesday?

What's Going On With AMD Stock On Wednesday?

周三AMD股票怎么了?
Benzinga ·  06/05 14:17

Advanced Micro Devices, Inc (NASDAQ:AMD) stock saw some redemption Wednesday after Tuesday's broader sector selloff amid reports of Taiwan Semiconductor Manufacturing Co's (NYSE:TSM) planning to boost the prices of its chip production services.

美国超微公司(NASDAQ:AMD)股票在周三看到了一些回升,此前在台积电(纽交所:TSM)计划提高其芯片制造服务价格的报道中,周二的整个板块出现抛售现象。

Recent reports indicated AMD, which bagged a 33% market share in the server CPU market, is looking to expand its partnership with Samsung Electronics Co to develop 3-nanometer chip processing technology. AMD's collaboration with Samsung has the potential to help the South Korean chipmaker reduce its market share gap with TSMC.

最近的报告表明,在服务器CPU市场上获得了33%市场份额的AMD正在寻求扩大与三星电子有限公司的合作伙伴关系,以开发3纳米芯片处理技术。AMD与三星的合作有助于这家韩国芯片制造商减少与台积电的市场份额差距。

Despite Nvidia Corp's (NASDAQ:NVDA) big win with AI, gaming, and cloud computing, analysts flagged AMD's robust pipeline with upcoming MI325, MI350, MI400, and MI400, adding HBM4 and MI350, improving Inference performance 35x against MI300 after the Computex event in Taiwan.

尽管英伟达股份有限公司(纳斯达克:NVDA)在人工智能、游戏和云计算方面取得了重大胜利,分析师们仍然看好AMD的强大产品线,包括即将推出的MI325、MI350、MI400和MI400,以及HBM4和MI350,还有在台湾Computex活动后提高35倍的MI300推理性能的技术。

They also flagged AMD's 33% Data Center compute share in the first quarter of 2024, up from ~8% in 2020, with Genoa tailwinds and Turin on deck.

他们还特别提到了AMD在2024年第一季度的数据中心计算份额达到了33%,相比2020年的约8%有了很大增长,其中Genoa尾部和Turin即将加入。

AMD, which analysts tout as the second most significant AI beneficiary after Nvidia, is also eying the AI PC market, similar to Intel Corp (NASDAQ:INTC), where Arm Holdings Plc (NASDAQ:ARM) is a key player.

分析师认为,除了英伟达之外,AMD是第二大受益人工智能公司。在和英特尔公司(纳斯达克:INTC)类似的人工智能个人电脑市场上,Arm Holdings Plc(纳斯达克:ARM)是关键玩家,AMD也在此市场上大有作为。

Also, AMD showcased its MI325X accelerator at the Taiwan event. The company plans to develop AI chips over the next two years.

此外,AMD在台湾活动中展示了其MI325X加速器。该公司计划在未来两年开发人工智能芯片。

AMD stock gained 36% in the last 12 months. Investors can gain exposure to the stock via Spear Alpha ETF (NASDAQ:SPRX) and Pacer Funds Pacer Data And Digital Revolution ETF (NYSE:TRFK).

在过去的12个月里,AMD的股票上涨了36%。投资者可以通过Spear Alpha ETF(纳斯达克:SPRX)和Pacer Funds Pacer Data和Digital Revolution ETF(纽交所:TRFK)获得该公司的股票。

Price Action: AMD shares traded higher by 3.30% at $165.27 at the last check Wednesday.

AMD股票周三最后交易价格为165.27美元,上涨了3.30%。

Photo via Shutterstock

图片来自shutterstock。

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