Earnings Call Summary | Advanced Micro Devices(AMD.US) Q2 2024 Earnings Conference
Earnings Call Summary | Advanced Micro Devices(AMD.US) Q2 2024 Earnings Conference
The following is a summary of the Advanced Micro Devices, Inc. (AMD) Q2 2024 Earnings Call Transcript:
以下是美国超微公司（AMD）2024年第二季度业绩会的摘要：
Financial Performance:
金融业绩：
AMD reported Q2 2024 revenue of $5.8 billion, a 9% increase year-over-year, driven by strong sales in data center and client processors.
Gross margin expanded by over 3 percentage points, and EPS grew by 19%, reflecting higher profitability from data center product sales.
Data center segment revenue soared by 115% year-over-year to a record $2.8 billion, fueled by significant growth in Instinct MI300 GPU shipments and EPYC CPU sales.
AMD报告Q2 2024财年营业收入为58亿美元，同比增长9%，由于数据中心和客户处理器销售强劲推动。
毛利率扩大3个百分点以上，每股收益增长19%，反映出数据中心产品销售的更高盈利能力。
数据中心业务营业收入同比大涨115%，创纪录的28亿美元，受到Instinct MI300 GPU出货量和EPYC CPU销售的显著增长推动。
Business Progress:
业务进展：
AMD is accelerating AI adoption with expanded availability of Instinct MI300X solutions and strong demand for Ryzen and EPYC processors.
The company previewed its next-generation Turin family featuring the new Zen 5 core, optimized for performance and efficiency, with up to 192 cores and 384 threads.
AMD's enterprise and cloud AI customer pipeline grew, with significant advancements in AI software support and features, enhancing deployment on AMD platforms.
AMD正在加速Instinct MI300X解决方案的扩展和Ryzen和EPYC处理器的高需求推动AI的采用。
该公司预览了下一代Turin系列，展示全新的Zen 5内核，针对性能和效率进行了优化，拥有高达192个核心和384个线程。
AMD的企业和云端AI客户库存增加，AI软件支持和功能有了显著进展，在AMD平台上增强部署。
Opportunities:
机会：
AMD's data center business is poised for continued growth with the ramp-up of MI300 production and the upcoming launch of the Turin family.
The company's strategic acquisitions and investments in AI, such as the acquisition of Silo AI, are set to enhance its capabilities in developing tailored AI solutions and optimizing AMD hardware performance.
AMD的数据中心业务有望在MI300生产扩大和Turin系列即将推出之际继续增长。
该公司在AI方面的战略收购和投资，如Silo AI的收购，有望增强其在开发量身定制的AI解决方案和优化AMD硬件性能方面的能力。
Risks:
风险：
The gaming segment revenue declined by 59% year-over-year, reflecting lower demand in the semi-custom SoC market as it enters the fifth year of the console cycle.
游戏业务营收同比下降59%，反映出半定制SoC市场需求下降，因为它进入了游戏机周期的第五年。
More details: Advanced Micro Devices IR
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更多详情：美国超微公司IR
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