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What's Going On With AMD Stock On Wednesday?

What's Going On With AMD Stock On Wednesday?

AMD股票星期三發生了什麼事?
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.

美國超微公司(NASDAQ:AMD)股票在週三看到了一些回升,此前在臺積電(紐交所:TSM)計劃提高其芯片製造服務價格的報道中,週二的整個板塊出現拋售現象。

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.

最近的報告表明,在服務器CPU市場上獲得了33%市場份額的AMD正在尋求擴大與三星電子有限公司的合作伙伴關係,以開發3納米芯片處理技術。AMD與三星的合作有助於這家韓國芯片製造商減少與台積電的市場份額差距。

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.

儘管英偉達股份有限公司(納斯達克:NVDA)在人工智能、遊戲和雲計算方面取得了重大勝利,分析師們仍然看好AMD的強大產品線,包括即將推出的MI325、MI350、MI400和MI400,以及HBM4和MI350,還有在臺灣Computex活動後提高35倍的MI300推理性能的技術。

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.

他們還特別提到了AMD在2024年第一季度的數據中心計算份額達到了33%,相比2020年的約8%有了很大增長,其中Genoa尾部和Turin即將加入。

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.

分析師認爲,除了英偉達之外,AMD是第二大受益人工智能公司。在和英特爾公司(納斯達克:INTC)類似的人工智能個人電腦市場上,Arm Holdings Plc(納斯達克:ARM)是關鍵玩家,AMD也在此市場上大有作爲。

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在臺灣活動中展示了其MI325X加速器。該公司計劃在未來兩年開發人工智能芯片。

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).

在過去的12個月裏,AMD的股票上漲了36%。投資者可以通過Spear Alpha ETF(納斯達克:SPRX)和Pacer Funds Pacer Data和Digital Revolution ETF(紐交所:TRFK)獲得該公司的股票。

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

AMD股票週三最後交易價格爲165.27美元,上漲了3.30%。

Photo via Shutterstock

圖片來自shutterstock。

声明:本內容僅用作提供資訊及教育之目的,不構成對任何特定投資或投資策略的推薦或認可。 更多信息
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