半导体行业动态 - 半导体行业经历波动 年初因中国DeepSeek大模型发布引发市场对超大规模数据中心支出削减的担忧 但一季度财报显示亚马逊和微软等公司仍在增加基础设施投入 [1][2] - 尽管未来可能出现基础设施过剩 但当前仍处于建设阶段 部分半导体公司有望随收入和盈利增长而显著扩张 [3] Marvell Technology (MRVL) - 公司专注于数据中心应用的专用集成电路(ASIC)设计 其产品能加速GPU间数据传输 在AI基础设施需求中具有关键作用 [4] - 为亚马逊和微软等自研AI芯片的企业提供定制ASIC 虽知名度不及英伟达和AMD 但对AI基础设施不可或缺 [5] - 数据中心业务贡献高利润率 抵消其他低利润业务放缓影响 股价自2026财年一季报后上涨23% 但仍低于分析师目标价30% [6][7] Broadcom (AVGO) - 公司提供AI基础设施关键组件 包括连接交换机(使GPU独立运行)和定制AI加速器(XPU) 在数据中心配置中构建数据传输"高速公路" [8][9] - 股价在年初下跌后创历史新高 尽管财报未达预期曾导致短期回调 但迅速恢复并突破前高 [9][10] Advanced Micro Devices (AMD) - 在数据中心GPU领域逐步缩小与英伟达差距 新发布的Instinct MI325X加速器内存容量超越英伟达H100芯片 更适合大语言模型 [12][13] - 近30日股价上涨24% 分析师上调目标价 预计7月下旬财报可能带来更多上行空间 [14]

Advanced Micro Devices (AMD -1.96%), the popular chipmaker more commonly referred to as AMD, has been off to a sluggish start to 2025. Heading into trading this week, the stock had declined by 9% since January. But with some phenomenal long-term prospects, thanks to its artificial intelligence (AI) chips, could this be a millionaire-making investment?The launch of new AI chips last year and some improved results could give investors reason to be more optimistic about the potential for the stock to deliver s ...

SAN DIEGO, May 19, 2025 (GLOBE NEWSWIRE) -- Cirrascale Cloud Services, the leading provider of innovative cloud and managed solutions for AI and high-performance computing (HPC), today announced the upcoming availability of the AMD Instinct™ MI350 Series GPUs and platforms in its AI Innovation Cloud. This new addition will give customers access to powerful new options for training large-scale AI models, accelerating high-throughput inference, and running complex HPC simulations. AMD Instinct MI350 Series GP ...

Infiniband 等网络技术互连集群，这会降低可扩展性。 如果您希望可以时常见面，欢迎标星收藏哦~ 来源：内容 编译自 tomshardware ，谢谢 。 AMD 的Instinct MI325X加速器原本计划与 Nvidia 的 H200 竞争，但 SemiAnalysis的分析师认 为，其有限的可扩展性和批量出货延迟极大地限制了其商业成功。Instinct MI325X 缺乏关注的一 个主要原因是它不支持机架规模配置，另一个原因是即将推出更具竞争力的 Instinct MI355X。 AMD 于 2020 年第二季度开始出货用于 AI 工作负载的 Instinct MI355X 加速器，这比 Nvidia 开始出货其 H200 处理器晚了三个季度，并且与 Nvidia 的 B200"Blackwell"GPU 同步推出。根 据 SemiAnalysis 的数据，到目前为止，由于 Blackwell 的性价比显著提升，客户普遍青睐它，而 MI325X 的情况似乎也并不会明显好转。 首先，AMD Instinct MI325X 和 Instinct MI355X 的最大扩展世界规模（即单个系统或紧密耦合 ...

Advanced Micro Devices (AMD 4.64%), also known as AMD, reported earnings on May 6, and they were impressive. The chipmaker has been showing signs of progress and a faster growth rate. That could be indicative of the competition that its chips may offer to rival Nvidia, potentially giving the tech giant something to worry about. Shares of AMD rallied in the days following the earnings release. However, it may not necessarily be smooth sailing for the chipmaker due to a couple of issues. The first pertains to ...