Advanced Micro Devices
AMDleaderAMD designs high-performance CPUs and GPUs for data centers, PCs, and gaming. Its EPYC server CPUs have taken 35%+ x86 server market share from Intel, while its Instinct MI300 AI accelerators are a credible alternative to NVIDIA in AI inference workloads.
المنتجات والإيرادات
حصة إيرادات المنتج
توزيع الإيرادات ($22.7B)
بيانات ثابتة (تحميل البيانات المالية…)
تكوين القطاعات والعملاء الرئيسيون
تفاصيل المنتج
Zen 4 / Zen 5 architecture server processors commanding 35%+ of x86 server market share. Key customers: Microsoft, Amazon, Google, Meta.
AMD's HBM-integrated AI GPU competing with NVIDIA H100. MI300X targets LLM inference; $3.5B+ in 2024 AI accelerator revenue.
RX 7000 series consumer GPUs for gaming PCs. Competes with NVIDIA GeForce in mid-to-high range segment.
Desktop and laptop processors for consumer PCs. Zen 4 / Zen 5 architecture with best-in-class performance-per-watt.
FPGAs and adaptive SoCs for communications, automotive, and industrial markets acquired from Xilinx.
خط أنابيب البحث والتطوير
Next-gen AMD AI GPU with HBM4 memory and improved transformer performance. Targets NVIDIA B200 competition.
Next-generation CPU architecture for server (EPYC Turin+) and consumer (Ryzen 9000 series) with significant IPC uplift.
علاقات سلسلة التوريد
الموردون الرئيسيون
المنافسون
السياق الكلي والسوقي
WFE(반도체 장비) 업사이클 + AI HBM 슈퍼사이클 진입
TSMC 가동률
HBM 수요 성장
WFE 시장 규모
리드타임 (장비)
المحفزات القادمة
إشارات مؤسسية
| المؤسسة | الإجراء | القيمة | الربع | تاريخ التقديم |
|---|---|---|---|---|
| BlackRock | accumulating | $530M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $229M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $275M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $16M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $39M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $626M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $273M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $8.2B | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $5.6B | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $451M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $747M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $285M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $601M | 2024.06 | 2024-08-13↑ |
| BlackRock | reducing | $2M | 2024.06 | 2024-08-13↓ |
| BlackRock | accumulating | $2.2B | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $70M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $80M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $336M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $54M | 2024.06 | 2024-08-13↑ |
| BlackRock | reducing | $13M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $318K | 2024.06 | 2024-08-13↓ |
| BlackRock | accumulating | $396M | 2024.06 | 2024-08-13↑ |
| BlackRock | reducing | $1M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $568K | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $292K | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $81K | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $65K | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $7M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $2M | 2024.06 | 2024-08-13↓ |
| BlackRock | accumulating | $37M | 2024.06 | 2024-08-13↑ |
| BlackRock | reducing | $10M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $3M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $714K | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $1M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $616K | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $211K | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $49K | 2024.06 | 2024-08-13↓ |
| BlackRock | accumulating | $22M | 2024.06 | 2024-08-13↑ |
| BlackRock | reducing | $6M | 2024.06 | 2024-08-13↓ |
| Vanguard Group | reducing | $1M | 2025.12 | 2026-01-29↓ |
| Vanguard Group | accumulating | $164M | 2025.12 | 2026-01-29↑ |
| Vanguard Group | reducing | $6K | 2025.12 | 2026-01-29↓ |
| Vanguard Group | accumulating | $561M | 2025.12 | 2026-01-29↑ |
| Vanguard Group | accumulating | $760M | 2025.12 | 2026-01-29↑ |
| Vanguard Group | accumulating | $30.5B | 2025.12 | 2026-01-29↑ |
| Vanguard Group | accumulating | $2.0B | 2025.12 | 2026-01-29↑ |
| State Street | accumulating | $16.0B | 2025.12 | 2026-02-13↑ |
| Wellington Management | accumulating | $1.6B | 2025.12 | 2026-02-17↑ |
| Wellington Management | reducing | $288K | 2025.12 | 2026-02-17↓ |
| Wellington Management | reducing | $49M | 2025.12 | 2026-02-17↓ |
| Wellington Management | reducing | $37M | 2025.12 | 2026-02-17↓ |
| Wellington Management | reducing | $50M | 2025.12 | 2026-02-17↓ |
| Wellington Management | reducing | $15M | 2025.12 | 2026-02-17↓ |
| Wellington Management | reducing | $28M | 2025.12 | 2026-02-17↓ |
| Wellington Management | accumulating | $54M | 2025.12 | 2026-02-17↑ |
| Wellington Management | reducing | $34K | 2025.12 | 2026-02-17↓ |
| Wellington Management | reducing | $802K | 2025.12 | 2026-02-17↓ |
| Wellington Management | accumulating | $68M | 2025.12 | 2026-02-17↑ |
| Wellington Management | reducing | $11K | 2025.12 | 2026-02-17↓ |
| Viking Global Investors | reducing | $801M | 2025.12 | 2026-02-17↓ |
| FMR (Fidelity) | accumulating | $1.8B | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | accumulating | $368M | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | accumulating | $618M | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | accumulating | $30M | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | accumulating | $239M | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | accumulating | $8M | 2025.12 | 2026-02-17↑ |
آخر الأخبار
تحليل الذكاء الاصطناعي
انقر "احصل على تحليل AI" للحصول على تحليل سلسلة التوريد لـ Advanced Micro Devices.
معلومات الشركة
نظرة عامة على القطاع — 반도체
أخبار القطاعWFE(반도체 장비) 업사이클 + AI HBM 슈퍼사이클 진입
TSMC 가동률
HBM 수요 성장
WFE 시장 규모
리드타임 (장비)
الموضوعات الرئيسية
- •AI 가속기(H100/B200) 수요 공급 불균형 지속
- •Gate-All-Around 공정 전환 → 장비 교체 사이클
- •HBM3e/HBM4 양산 경쟁 — SK하이닉스·마이크론·삼성
المحفزات القادمة
- ◆TSMC Q2 실적 (2026.04.17)
- ◆NVIDIA GB300 양산 착수 발표