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Broken Silicon322. PS6 RTX Remix, Intel Nova Lake 52C Price, Dual-X3D Zen 5, AMD Threadripper 9000We discuss the latest news and leaks including Intel, PS6, AMD...
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0:00 Tomato festival, Battlefield 6 beta (intro)
12:25 AMD RX 9060 8GB, W7400, and RX 7400 Quietly Announced
18:48 AMD Zen 5 Threadripper Reviewed
25:03 Why...2025-08-122h 01
AI Engineering PodcastUnlocking AI Potential with AMD's ROCm StackSummaryIn this episode of the AI Engineering podcast Anush Elangovan, VP of AI software at AMD, discusses the strategic integration of software and hardware at AMD. He emphasizes the open-source nature of their software, fostering innovation and collaboration in the AI ecosystem, and highlights AMD's performance and capability advantages over competitors like NVIDIA. Anush addresses challenges and opportunities in AI development, including quantization, model efficiency, and future deployment across various platforms, while also stressing the importance of open standards and flexible solutions that support efficient CPU-GPU communication and diverse AI workloads.AnnouncementsHello and welcome...2025-06-2342 min
Advanced Micro Devices Industry NewsAMD's Rise: Semiconductor Giant's Surge Captivates InvestorsAdvanced Micro Devices, Inc., commonly known as AMD, has been a significant player in the technology industry, particularly in the realm of semiconductors and computer hardware. As of today, June 20, 2025, the current stock price for AMD is around $126.51 USD.Looking at the trading volume, AMD has seen a substantial increase in recent days. The average trading volume for AMD is typically around thirty million shares, but in the past few days, it has surged to over forty million shares. This heightened activity could be indicative of investor interest and potential market momentum.In terms of recent...2025-06-2002 min
Chain of ThoughtAMD's Vision for an Open Ecosystem | Anush Elangovan & Sharon ZhouHow is an open ecosystem powering the next generation of AI for developers and leaders?Broadcasting live from the heart of the action at AMD's Advancing AI 2025, Chain of Thought host Conor Bronsdon welcomes AMD’s Anush Elangovan, VP of AI Software, and Sharon Zhou, VP of AI. They unpack AMD's groundbreaking transformation from a hardware giant to a leader in full-stack AI, committed to an open ecosystem. Discover how new MI350 GPUs deliver mind-blowing performance with advanced data types and why ROCm 7 and AMD Developer Cloud offer Day Zero support for frontier models.Then Co...2025-06-1849 min
What's Up with Tech?Building The Future: AMD's Software Strategy for the AI RevolutionInterested in being a guest? Email us at admin@evankirstel.comThe AI revolution demands a new approach to computing infrastructure, and AMD is positioning itself at the forefront of this transformation through an ambitious software strategy that empowers developers and enterprises alike.In this illuminating conversation, Anush Elangovan—who joined AMD through the acquisition of his company NordI—shares how AMD is fundamentally rethinking its approach to software development. Rather than treating software as merely an enabler for hardware, AMD now views its software layer as a product with a 10-year lifecycle that transcends hard...2025-06-1322 min
Broken Silicon312. RX 9090 XT 32GB, RX 9060 XT 16GB Review, XBOX Handheld, AMD Zen 5 ThreadripperWe review the RX 9060 XT, upcoming RDNA 4 flagships, FSR 4 Redstone, and more!
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0:00 Fire We...2025-06-031h 49Advanced Micro Devices Industry NewsAMD's Semiconductor Dominance Driving Bullish Investor SentimentAs of today, May 29, 2025, Advanced Micro Devices (AMD) is trading at $114.56 per share, which is a significant increase from its recent lows. This upward trend is largely driven by the company's continued dominance in the semiconductor industry, particularly in the fields of graphics processing units (GPUs) and central processing units (CPUs).The trading volume for AMD has been relatively high, indicating strong investor interest. According to recent data, the average trading volume for AMD has been around 100 million shares per day, which is significantly higher than its historical average. This surge in trading activity suggests that investors are...2025-05-2902 minAdvanced Micro Devices Industry NewsAMD's Ascent: Semiconductor Powerhouse Reshaping the Tech LandscapeAdvanced Micro Devices, Inc., commonly known as AMD, has been a significant player in the technology sector, particularly in the realm of semiconductors and computer hardware. As of today, May 28, 2025, the current stock price for AMD stands at $114.62 USD.Looking at the trading volume, AMD has seen a notable increase in recent days. On May 27, 2025, the stock closed at $114.56 USD with a trading volume of 33,254,367 shares. This volume is significantly higher than the average, indicating a heightened level of investor interest.Recently, AMD has been in the news for several reasons. The company has been making...2025-05-2802 minAdvanced Micro Devices Industry NewsAMD's Tech Ascent: Charting the Semiconductor Giant's Promising FutureAdvanced Micro Devices, or AMD, has been a significant player in the technology industry, particularly in the realm of semiconductor manufacturing and computing hardware. As of today, May 27, 2025, the stock price for AMD stands at $110.31 USD. This price reflects a slight decline of 0.40 dollars or 0.36 percent from the previous day's close.The trading volume for AMD has been substantial, with 30.87 million shares traded on May 25, 2025. This volume is notable, especially when compared to the average trading volume, which indicates strong investor interest in the company.Recently, there have been several news and announcements that have impacted...2025-05-2702 minAdvanced Micro Devices Industry NewsAMD Surges on Semiconductor Advancements and Investor OptimismAdvanced Micro Devices, or AMD, has been a significant player in the technology sector, particularly in the realm of semiconductors and computer hardware. As of today, May 16, 2025, the current stock price for AMD is $117.72 per share. This price reflects a steady trend over the past few days, with the stock experiencing a slight fluctuation in recent times.The trading volume for AMD has been relatively high, with significant activity observed in the past few trading sessions. For instance, on May 14, 2025, the closing stock price was $117.72, and the trading volume was substantial, indicating strong investor interest. This level of...2025-05-1602 minAdvanced Micro Devices Industry NewsAnalyzing AMD's Stock Price Amidst Tech Sector Volatility and Potential $600B DealAdvanced Micro Devices (AMD) has been a significant player in the technology sector, particularly in the realm of semiconductors and computing hardware. As of May 15, 2025, the current stock price for AMD stands at $117.72. This price reflects a dynamic market environment where trading volumes can fluctuate significantly.In recent times, AMD has seen substantial trading activity. For instance, on February 25, 2025, the stock experienced a notable drop of 3.84 percent, with a trading volume of 39,169,161 shares. This volatility is not uncommon for tech stocks, which are often influenced by a variety of factors including market trends, technological advancements, and economic conditions.2025-05-1502 min
The Engineering Leadership PodcastAMD’s unified hardware + software strategy & building an open-source AI ecosystem w/ Anush Elangovan #220Anush Elangovan (VP of AI Software @ AMD) is helping lead a strategic evolution at AMD, from silicon/components provider to a systems and solutions company built for the AI era. In this episode, we explore the first principles behind AMD’s unified AI hardware and software strategy and how the company is building a fully open-source AI ecosystem. Anush shares how his team creates a tight feedback loop between core engineering and customer deployment, and the daily rituals they use to operate at the speed of AI. We also unpack the leadership mindset required to navigate the tension between fa...2025-05-1336 minAdvanced Micro Devices Industry NewsAMD's Semiconductors Surge: Powering Innovation and Investor Interest in 2025Advanced Micro Devices, or AMD, has been a significant player in the technology industry, particularly in the realm of semiconductors and computer hardware. As of today, May 9, 2025, the current stock price for AMD is $100.63, which is slightly lower than the all-time high of $211.38 reached on March 7, 2024.The trading volume for AMD has been substantial, with recent days showing significant activity. For instance, on February 18, 2025, the stock saw a trading volume of 31,720,307 shares, indicating a high level of investor interest. This volume is notably higher than the average trading volume, suggesting that investors are closely monitoring AMD's performance.2025-05-0902 min
AMD-AnSicht - Leben mit MakuladegenerationMein aktives Leben mit feuchter AMDInterview mit der AMD-Betroffenen Ursula Kleinert
Ursula Kleinert ist 75 Jahre alt und von der feuchten AMD betroffen. Ihre eigenen Erfahrungen mit der Erkrankung haben in ihr den Wunsch ausgelöst, sich um die Bedürfnisse der im Alter von Seheinschränkung betroffenen Menschen zu kümmern. Sie engagiert sich in verschiedenen Arbeitsgruppen, damit die Bedarfe von blinden und sehbehinderten Menschen berücksichtigt werden.
In unserem neuen Podcast-Interview spricht Frau Kleinert darüber
wie sich die Erkrankung auf ihre weitere Lebensplanung auswirkt
welche Hilfsmittel ihr in ihrem Alltag am meisten helfen
in welchem Bereich sie sich noch mehr U...2025-05-0926 minAdvanced Micro Devices Industry NewsAMD's Rise and the Future of Semiconductor InnovationAdvanced Micro Devices, Inc., commonly known as AMD, has been a significant player in the semiconductor industry, particularly in the realm of computer hardware and graphics processing units (GPUs). As of today, May 8, 2025, the current stock price for AMD is $100.36 USD.The trading volume for AMD has been relatively active, with the stock experiencing a 24.39 percent rise over the past month. This surge in price is notable, especially considering the stock's performance over the past year, which has seen a decrease of 35.80 percent. This volatility suggests that investors are closely monitoring AMD's progress, likely influenced by recent developments...2025-05-0802 minAdvanced Micro Devices Industry NewsAMD's Meteoric Rise: Semiconductor Dominance and Promising OutlookAdvanced Micro Devices, Inc., commonly known as AMD, has been a significant player in the technology industry, particularly in the field of semiconductor manufacturing. As of today, April 30, 2025, the current stock price for AMD is approximately $96.39 USD, according to recent market data.The trading volume for AMD has been relatively high, with significant activity observed over the past few days. For instance, on April 28, 2025, the stock closed at $96.39 with a trading volume of 30,456,680 shares, indicating strong investor interest in the company[4]. This volume is notably higher than the average trading volume, suggesting that investors are actively monitoring and...2025-04-3002 minAdvanced Micro Devices Industry NewsAMD Stock Faces Headwinds Amid Heightened Competition and Mixed Analyst SignalsAdvanced Micro Devices, or AMD, has been a significant player in the semiconductor industry, particularly in the sectors of computing and graphics. As of today, April 29, 2025, the current stock price for AMD is $94.76, which represents a decrease of 1.95 percent from the previous day's closing price of $96.39 USD, according to TradingView.The trading volume for AMD on April 28, 2025, was 12,775,797 shares, which is a substantial amount compared to its average trading volume. This high volume could indicate increased investor interest or market activity, but it also suggests that the stock is experiencing some volatility.Recently, AMD has faced...2025-04-2902 minAdvanced Micro Devices Industry NewsAMD Navigates Chip Restrictions, Focuses on Long-Term Growth Prospects [140 characters]As of today, April 18, 2025, the stock price of Advanced Micro Devices (AMD) is $87.50 USD. This represents a decrease of 0.89 percent in the past 24 hours, according to TradingView. The trading volume has been significant, with millions of shares being traded daily, but it is worth noting that the volume has been somewhat lower than the average in recent weeks.AMD has been experiencing fluctuations in its stock price due to various market factors. One of the key recent developments is the impact of U.S. export limits on advanced microchips. These restrictions have affected AMD's MI308 products, leading to...2025-04-1803 minAdvanced Micro Devices Industry NewsAMD's Volatile Ride Amidst Innovation and Industry Challenges - A Look at the Semiconductor Giant's Recent DevelopmentsAs of April 17, 2025, Advanced Micro Devices (AMD) is trading at $88.29 per share, which represents a decline of 9.86% from the previous day's close of $85.90. The trading volume for AMD has been significant, with over 65 million shares changing hands, which is higher than the average trading volume.Recently, AMD has made several notable announcements that could impact its stock price. The company has unveiled its 5th Gen AMD EPYC processors, which are designed to deliver leadership performance for Google Cloud C4D and H4D virtual machines. Additionally, AMD has introduced its 5th Gen AMD EPYC Embedded processors, which are...2025-04-1702 minAdvanced Micro Devices Industry NewsAMD's Strategic Moves Amid Shifting Tech Landscape - A Look Ahead to 2025Advanced Micro Devices (AMD) has been a focal point for investors in the tech sector, particularly given its strategic initiatives and market dynamics. As of April 14, 2025, AMD's stock price is $93.40, which represents a slight increase from its previous close of $93.40 on April 11, 2025.The trading volume for AMD has been relatively stable, with no significant spikes or declines that would indicate a major shift in investor sentiment. However, recent news and announcements have had a notable impact on the stock's performance.One of the key factors influencing AMD's stock price is its recent earnings report. While the...2025-04-1403 minAdvanced Micro Devices Industry NewsAMD's Complex Market Landscape: Navigating Opportunities and ChallengesAs of April 11, 2025, Advanced Micro Devices (AMD) is navigating a complex market landscape. The current stock price stands at $84.27, which is significantly lower than its 52-week high of $227.30 reached on March 8, 2024. This decline underscores the sensitivity of semiconductor stocks to macroeconomic factors, particularly the recent tariff announcements that have added to market volatility.Trading volume has been relatively low compared to the average, indicating a cautious investor sentiment. Despite this, AMD remains well-positioned to benefit from the increasing adoption of its fifth-generation EPYC processors, particularly in solutions for major players like Google and Oracle. Strong demand in the...2025-04-1103 minAdvanced Micro Devices Industry NewsAMD's Semiconductor Innovation: Navigating Challenges and Seizing OpportunitiesAdvanced Micro Devices, or AMD, is a leading semiconductor company known for its innovative processors and graphics technologies. As of April 10, 2025, the current stock price for AMD is $84.85 USD, which represents a decline of 1.06 percent from its previous close[1]. The trading volume for AMD has been significant, with millions of shares being traded daily, but it is essential to consider this in the context of its average trading volume to gauge its volatility.Recent news and announcements have been crucial in shaping investor sentiment. AMD has been experiencing fluctuations influenced by various market factors, including quarterly earnings reports...2025-04-1003 minAdvanced Micro Devices Industry NewsAMD's Rise: Navigating Semiconductor Sector's Volatile LandscapeAdvanced Micro Devices (AMD) has been a focal point in the tech industry, particularly in the semiconductor sector, due to its innovative processors and graphics technologies. As of April 9, 2025, the current stock price for AMD is around $74.30, with a maximum forecast of $80.24 and a minimum of $68.36 for the day[1].The trading volume for AMD has been significant, with millions of shares changing hands daily. For instance, on March 9, 2025, the trading volume was approximately 50 million shares, indicating a high level of investor interest[5]. However, the trading volume has been fluctuating, which is typical for a stock experiencing market volatility.2025-04-0902 minAdvanced Micro Devices Industry NewsAMD's Shifting Tides: Deciphering the Semiconductor Sector's Influence on Stock PricesAdvanced Micro Devices (AMD) has been a focal point in the tech industry, particularly in the semiconductor sector. As of today, April 7, 2025, the current stock price of AMD stands at $85.76 USD, which has seen a decline of 8.57 percent in the past 24 hours. This fluctuation is reflective of broader trends in the semiconductor industry, influenced by factors such as quarterly earnings reports, market sentiment, and competitive pressures.Trading volume has been significant, with millions of shares changing hands daily. For instance, on April 7, 2025, the trading volume was substantial, indicating high investor interest and activity. However, the average trading volume...2025-04-0703 minAdvanced Micro Devices Industry NewsAMD's Semiconductor Leadership Amid Market Volatility and Analyst PredictionsAdvanced Micro Devices, Inc., commonly known as AMD, has been a significant player in the semiconductor industry for decades. As of today, April 4, 2025, the current stock price of AMD is $93.80 USD. This price reflects a decrease of 8.90 percent in the past 24 hours, indicating some volatility in the market.The trading volume of AMD stock has been relatively high, with millions of shares being traded daily. However, the trading volume has not been significantly higher than its average, suggesting that while there is interest in the stock, it is not experiencing an extraordinary surge in trading activity....2025-04-0402 minAdvanced Micro Devices Industry NewsAMD's Semiconductor Surge: Powering Future Tech AdvancementsAdvanced Micro Devices, Inc., commonly known as AMD, is a leading semiconductor company that has been making significant strides in the tech industry. As of today, April 3, 2025, the current stock price of AMD is $102.96 USD. This price reflects the dynamic nature of the semiconductor market, which is influenced by various factors including quarterly earnings reports, market sentiment, and competitive pressures.Trading volume for AMD has been substantial, with recent data showing a significant number of shares being traded. For instance, on March 27, 2025, the trading volume was 32.77 million shares, indicating a high level of investor interest in the company...2025-04-0303 minAdvanced Micro Devices Industry NewsAMD's Semiconductor Saga: Navigating Market Challenges and Seeking AI DominanceAdvanced Micro Devices (AMD) is a leading semiconductor company known for its innovative processors and graphics technologies. As of April 2, 2025, the current stock price of AMD is $102.78 USD, which has seen a slight increase of 0.04 percent in the past 24 hours. The trading volume has been significant, with millions of shares changing hands daily, indicating a high level of investor interest.AMD has been experiencing fluctuations in its stock price due to various market factors. The company's recent earnings report showed mixed performance, with revenue growth in its data center segment but challenges in the consumer PC market. Despite...2025-04-0203 minAdvanced Micro Devices Industry NewsAMD's Promising Future in Semiconductors: A Closer Look at the Company's Growth PotentialAdvanced Micro Devices, or AMD, is a leading semiconductor company known for its innovative processors and graphics technologies. As of April 1, 2025, the current stock price of AMD is $103. This price is slightly lower than the previous day's close of $139.99, reflecting broader trends in the semiconductor industry.Trading volume for AMD has been relatively stable, with no significant deviations from the average. This stability suggests that investor sentiment remains cautious, possibly due to recent fluctuations in the market.Recent news and announcements about AMD include mixed performance in its latest earnings report. The company showed revenue growth...2025-04-0102 minAdvanced Micro Devices Industry NewsAMD's Semiconductor Prowess: Navigating Volatility and Unlocking Long-Term PotentialAs of today, March 31, 2025, the current stock price of Advanced Micro Devices (AMD) is $103.22 USD. This price reflects the dynamic nature of the semiconductor industry, where AMD is a leading player. The trading volume for AMD has been relatively high, with significant activity indicating strong investor interest.Recently, AMD has been influenced by various market factors, including quarterly earnings reports and competitive pressures. The company's latest earnings report showed mixed performance, with revenue growth in its data center segment but challenges in the consumer PC market. Despite these fluctuations, AMD continues to innovate with new product releases, such...2025-03-3102 minAdvanced Micro Devices Industry NewsAMD's Semiconductor Saga: Navigating Challenges and Charting Growth in the Semiconductor IndustryAdvanced Micro Devices, or AMD, is a leading semiconductor company known for its innovative processors and graphics technologies. As of today, March 28, 2025, the current stock price of AMD is $106.65 USD. This represents a decline of 3.21% in the past 24 hours, according to recent market data.The trading volume for AMD has been relatively lower on the last trading day, which is generally seen as a positive sign indicating that the stock's movement is aligned with the volume. The trading volume fell by 6 million shares, leading to a total of 33 million shares exchanged for approximately $3.49 billion.AMD has...2025-03-2803 minAdvanced Micro Devices Industry NewsAMD's Innovation Leads to Bullish Forecasts: Analyzing the Tech Giant's Promising FutureAdvanced Micro Devices (AMD) has been a standout performer in the tech sector, driven by its relentless focus on innovation and market share gains. As of today, March 27, 2025, the stock price stands at $115, which is a slight decrease from recent days. However, this dip is part of a broader trend that has seen AMD's stock fluctuate based on various market and economic factors.The trading volume for AMD has been significant, with recent days seeing volumes in the tens of millions. For instance, on March 26, 2025, the trading volume was 26.04 million shares, indicating strong investor interest in the company...2025-03-2702 minAdvanced Micro Devices Industry NewsAMD's Tech Domination: Regaining Market Share and Powering the AI RevolutionAdvanced Micro Devices (AMD) has been a focal point in the tech industry, particularly with its recent strides in the GPU and CPU markets. As of today, March 26, 2025, the stock price for AMD is around $113.02 USD, which is a significant point of interest given the company's performance and market dynamics.One of the key factors driving AMD's growth is its ability to regain lost share from NVIDIA. Companies like Ant Group are increasingly leaning on AMD's chips and domestically sourced GPUs to lower the cost of training AI, achieving similar or better results compared to NVIDIA's offerings. This...2025-03-2603 minAdvanced Micro Devices Industry NewsAMD's Semiconductor Dominance: Navigating Tariff Eases and Analyst ProjectionsAdvanced Micro Devices (AMD) has been a significant player in the semiconductor industry, and its stock performance has been closely watched by investors. As of today, March 25, 2025, the current stock price of AMD is $106.44 USD.The trading volume for AMD has been substantial, with millions of shares bought and sold daily. On March 24, 2025, for instance, there were approximately 26.04 million shares traded, indicating a high level of market activity. This volume is not only higher than the average but also reflects the growing interest in AMD among investors.Recent news and announcements have significantly impacted AMD's stock...2025-03-2502 minAdvanced Micro Devices Industry NewsAMD's Semiconductor Dominance: Charting the Chip Giant's Rise in 2025Advanced Micro Devices (AMD) has been a significant player in the semiconductor industry, particularly in the realms of central processing units (CPUs) and graphics processing units (GPUs). As of today, March 24, 2025, the current stock price of AMD is $106.44 USD, which represents a decrease of 0.65 percent in the past 24 hours.The trading volume for AMD has been substantial, with recent data showing that the stock has been actively traded. For instance, on December 27, 2024, the trading volume reached 32,924,011 shares, indicating a high level of investor interest. However, this volume has fluctuated, with some days seeing lower trading activity. The average...2025-03-2402 minAdvanced Micro Devices Industry NewsAMD's Resilience: Powering the Future of TechnologyAdvanced Micro Devices (AMD) has been a significant player in the technology sector, particularly in the fields of central processing units (CPUs) and graphics processing units (GPUs). As of today, March 19, 2025, the stock price of AMD is $103.51 per share.The trading volume of AMD has been relatively high, with significant fluctuations in recent times. This volatility is partly due to the company's strong performance in the market, driven by its relentless focus on innovation and market share gains. AMD has been leveraging its world-class research and development capabilities to push the boundaries of chip design, often leapfrogging competitors...2025-03-1902 min
AMD-AnSicht - Leben mit MakuladegenerationGeographische Atrophie – welche Behandlungsmöglichkeiten gibt es aktuell?Interview mit Augenarzt Prof. Dr. Thomas Ach
Eine Endform der altersabhängigen Makuladegeneration ist die späte trockene AMD, auch geographische Atrophie genannt. Bei dieser Form sind bestimmte Zellen der Netzhaut beschädigt oder fehlen sogar vollständig. Im Gegensatz zur feuchten Spätform gibt es für die geographische Atrophie in Europa noch keine zugelassene Therapiemöglichkeit.
In unserem neuen Podcast-Interview sprechen wir mit dem Augenarzt Prof. Dr. Thomas Ach. Prof. Ach ist leitender Oberarzt und stellvertretender Klinikdirektor an der Universitäts-Augenklinik Bonn. In dieser Folge erfährst du unter anderem:
was genau bei einer geographi...2025-03-1428 min
用AI投資AI20250205-超微AMD 財報後大跌, 那麼高通 QCOM呢 ?各位聽眾朋友，大家好！歡迎收聽今天的《用AI投資AI》節目，我是主持人小愛。
今天，我們的焦點是AI領域的兩大半導體公司：AMD（超微）和高通。近期，AMD公佈了最新的財報，結果卻引發市場恐慌，股價大跌；而高通則即將發布財報，市場對其成績單充滿期待。這兩家公司的最新動向，將對AI投資市場帶來什麼影響呢？讓我們一起來深度解析！
AMD財報發布後股價大跌，市場在擔心什麼？
首先，讓我們來看看AMD的最新財報。根據最新公佈的數據，AMD在2024年第四季度的營收達到了77億美元，略高於市場預期的75億美元，而調整後每股盈餘為1.09美元，同樣高於市場預估的1.08美元。從數字上看，這份財報其實並不算糟糕，為什麼股價還是大跌呢？
市場的焦點在於AMD的資料中心業務。這個領域是目前最火熱的AI伺服器市場，AMD的業務增長雖然強勁，達到69%的成長率，收入來到39億美元，但這個數字仍然低於市場原本預期的41億美元。由於資料中心是目前AI運算的核心業務，任何增長趨緩的跡象都可能讓投資人感到擔憂。
更重要的是，AMD的競爭對手輝達（NVIDIA）在這個領域幾乎是主宰地位，市佔率遠超AMD。AMD的資料中心業務年收入剛剛突破100億美元，而輝達的數字則是AMD的十倍以上。投資人不禁擔心，AMD是否真的能夠在AI晶片市場分得一杯羹？
AMD的應對策略：提前推出MI350系列
面對這樣的市場質疑，AMD並沒有坐以待斃，而是積極加快腳步迎戰。公司計劃將AI伺服器晶片MI350系列的推出時間提前至2025年年中，希望能夠趁著AI熱潮搶占市場先機。
根據AMD的預測，2025年資料中心業務將實現「雙位數」成長，年營收預計可達184億美元。這意味著，AMD有信心未來一年能夠加速擴張AI伺服器領域。
但市場仍然觀望，因為AI晶片的競爭並不只是比誰推出的時間更早，還要看產品的效能、軟體生態以及客戶的接受度。輝達目前在AI領域不僅擁有最強的硬體，還建立了一個強大的CUDA軟體生態，而AMD要如何突破這個封鎖，是接下來的關鍵。
高通即將發布財報，AI策略備受關注
接下來，我們將目光轉向高通。高通預計將在2025年2月5日盤後公佈其2025財年第一季度的財報。市場分析師預測該季度的營收約為109億美元，每股收益為2.44美元。
在上一季度，高通的營收達到102億美元，每股收益為2.69美元，超出了市場預期。這樣的表現使得投資人對即將公佈的財報充滿期待，尤其是高通在AI領域的佈局，將成為市場關注的焦點。
高通的AI戰略：不只是手機晶片，還有更大的野心
提到高通，許多人可能第一時間想到的是智慧型手機晶片，畢竟高通的Snapdragon處理器長期以來在行動市場占據重要地位。但事實上，高通在AI領域的佈局遠不止於此。
高通的Snapdragon X Elite處理器，已經開始將AI技術深入整合到個人電腦市場，主打終端設備的AI運算能力。這意味著，未來筆電不再依賴雲端AI，而是可以在本地直接運行AI應用。
此外，高通也積極布局物聯網、車用AI和邊緣運算。這些領域雖然不像資料中心市場那麼受到關注，但卻可能成為AI時代的重要增長引擎。特別是在自動駕駛領域，高通的Snapdragon Ride平台已經與多家車廠合作，為未來的智慧交通提供技術支援。
投資人該如何看待AMD與高通的發展？
在AI投資領域，半導體公司無疑是最受矚目的標的之一，而AMD與高通正好代表了兩種不同的AI投資路線：
AMD的重點是資料中心AI加速運算，直接與輝達競爭。這條路線雖然市場龐大，但競爭極為激烈，未來AMD是否能夠挑戰輝達的霸主地位，還有待觀察。
高通則是從行動AI、邊緣AI等終端市場切入，這條路線的競爭相對分散，但高通需要證明，這些應用場景能夠帶來足夠的收入增長。
對於投資人來說，如果希望參與AI運算核心領域，AMD是一個值得觀察的標的，但要注意競爭風險；而如果想要尋找AI應用端的機會，高通的發展值得持續追蹤。
結語：AI投資，關鍵在於技術與市場需求的匹配
AMD和高通的最新動向，顯示了AI投資的不同策略。一方面，有些公司選擇直接投入AI核心運算，與輝達正面競爭；另一方面，也有公司選擇從行動、邊緣運算等領域切入，尋找新的增長點。
無論是哪一種路線，投資人都應該關注市場需求、技術競爭力以及長期成長的可持續性。AI市場仍在快速變化，今天的強者未必是明天的贏家，選擇投資標的時，關鍵在於深入了解公司的戰略與市場動向。
今天的節目就到這裡，感謝您的收聽！我是小愛，我們下次再見！
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