{"id":1929,"date":"2020-06-16T00:20:40","date_gmt":"2020-06-15T16:20:40","guid":{"rendered":"http:\/\/shiuncorner.com\/?p=1929"},"modified":"2020-06-16T00:20:40","modified_gmt":"2020-06-15T16:20:40","slug":"us_stock_amd","status":"publish","type":"post","link":"https:\/\/shiuncorner.com\/2020\/06\/16\/us_stock_amd\/","title":{"rendered":"\u7f8e\u80a1\u500b\u80a1\u4ecb\u7d39- \u7acb\u5fd7\u91cd\u8fd4\u69ae\u8000\u7684AMD (Advanced Micro Devices)"},"content":{"rendered":"\n<p>\u52f3\u4ed4\u672c\u8eab\u662fIC\u8a2d\u8a08\u5de5\u7a0b\u5e2b\uff0c\u6700\u8fd1\u5e7e\u5e74\u4f86\u4e5f\u90fd\u53c3\u8207\u4e00\u4e9bchiplet IC\u7684\u67b6\u69cb\u8a2d\u8a08\u3002\u8ac7\u5230\u76ee\u524d\u6700\u706b\u7d05\u7684chiplet\u8a2d\u8a08\u6982\u5ff5\uff0c\u6216\u8a31AMD\u4e0d\u662f\u958b\u5c71\u9f3b\u7956\uff0c\u4f46\u662f\u5728\u767c\u63da\u8ddf\u63a8\u5ee3chiplet\u7684\u529f\u52de\u4e0a\uff0cAMD\u7d55\u5c0d\u6703\u5728\u529f\u52de\u7c3f\u5bc4\u4e0a\u4e00\u7b46\uff0c\u6240\u4ee5\u7f8e\u80a1\u500b\u80a1\u7684\u7b2c\u4e00\u7bc7\u5206\u6790\u6587\uff0c\u5c31\u737b\u7d66AMD\u4e86\u3002<\/p>\n\n\n\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_64 counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title \" >\u5167\u5bb9\u76ee\u9304<\/p>\n<span class=\"ez-toc-title-toggle\"><a href=\"#\" class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" aria-label=\"Toggle Table of Content\"><span class=\"ez-toc-js-icon-con\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #999;color:#999\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #999;color:#999\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/span><\/a><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/shiuncorner.com\/2020\/06\/16\/us_stock_amd\/#1%E5%85%AC%E5%8F%B8%E7%B0%A1%E4%BB%8B\" title=\"1.\u516c\u53f8\u7c21\u4ecb\">1.\u516c\u53f8\u7c21\u4ecb<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/shiuncorner.com\/2020\/06\/16\/us_stock_amd\/#2%E6%8A%80%E8%A1%93%E8%AD%B7%E5%9F%8E%E6%B2%B3\" title=\"2.\u6280\u8853\u8b77\u57ce\u6cb3\">2.\u6280\u8853\u8b77\u57ce\u6cb3<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/shiuncorner.com\/2020\/06\/16\/us_stock_amd\/#chiplet%E6%9E%B6%E6%A7%8B\" title=\"chiplet\u67b6\u69cb\">chiplet\u67b6\u69cb<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/shiuncorner.com\/2020\/06\/16\/us_stock_amd\/#%E5%A2%9E%E5%8A%A0%E8%89%AF%E7%8E%87\" title=\"\u589e\u52a0\u826f\u7387\">\u589e\u52a0\u826f\u7387<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/shiuncorner.com\/2020\/06\/16\/us_stock_amd\/#%E6%B8%9B%E5%B0%91%E7%A0%94%E7%99%BC%E6%88%90%E6%9C%AC\" title=\"\u6e1b\u5c11\u7814\u767c\u6210\u672c\">\u6e1b\u5c11\u7814\u767c\u6210\u672c<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/shiuncorner.com\/2020\/06\/16\/us_stock_amd\/#3%E7%94%A2%E6%A5%AD%E7%8F%BE%E6%B3%81\" title=\"3.\u7522\u696d\u73fe\u6cc1\">3.\u7522\u696d\u73fe\u6cc1<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-7\" href=\"https:\/\/shiuncorner.com\/2020\/06\/16\/us_stock_amd\/#4%E8%B2%A1%E5%8B%99%E7%8B%80%E6%B3%81\" title=\"4.\u8ca1\u52d9\u72c0\u6cc1\">4.\u8ca1\u52d9\u72c0\u6cc1<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-8\" href=\"https:\/\/shiuncorner.com\/2020\/06\/16\/us_stock_amd\/#%E5%9F%BA%E6%9C%AC%E9%9D%A2\" title=\"\u57fa\u672c\u9762\">\u57fa\u672c\u9762<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-9\" href=\"https:\/\/shiuncorner.com\/2020\/06\/16\/us_stock_amd\/#%E8%B2%A0%E5%82%B5%E7%8B%80%E6%B3%81\" title=\"\u8ca0\u50b5\u72c0\u6cc1\">\u8ca0\u50b5\u72c0\u6cc1<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-10\" href=\"https:\/\/shiuncorner.com\/2020\/06\/16\/us_stock_amd\/#5%E5%BF%83%E5%BE%97%E8%88%87%E5%BE%8C%E8%A8%98\" title=\"5.\u5fc3\u5f97\u8207\u5f8c\u8a18:\">5.\u5fc3\u5f97\u8207\u5f8c\u8a18:<\/a><\/li><\/ul><\/nav><\/div>\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"1%E5%85%AC%E5%8F%B8%E7%B0%A1%E4%BB%8B\"><\/span>1.\u516c\u53f8\u7c21\u4ecb<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>AMD\u65bc1969\u5e74\u5275\u7acb\u5728\u7f8e\u570b\u77fd\u8c37\uff0c\u4e3b\u8981\u7684\u696d\u52d9\u5c31\u662f\u8a2d\u8a08\u4e26\u92b7\u552e\u5fae\u8655\u7406\u5668(CPU)\u4ee5\u53ca\u76f8\u95dc\u6280\u8853\u3002\u5728\u6700\u521d\uff0cAMD\u8ddf\u4ed6\u7684\u4e3b\u8981\u7af6\u722d\u5c0d\u624bIntel\u4e00\u6a23\uff0c\u64c1\u6709\u6676\u5713\u5ee0\uff0c\u6240\u4ee5\u662f\u4e00\u5bb6\u5f9e\u8a2d\u8a08\u88fd\u9020\u5230\u92b7\u552e\u4e00\u689d\u9f8d\u5305\u8fa6\u7684IDM(Integrated Device Manufacturer)\u5ee0\u3002<\/p>\n\n\n\n<p>\u4e0d\u904eAMD\u57282009\u5e74\u5c07\u6676\u5713\u5ee0\u5207\u5206\u51fa\u53bb\u6210\u7acb\u7368\u7acb\u7684Global Foundries(\u683c\u7f85\u65b9\u5fb7)\uff0c\u81ea\u8eab\u5247\u8f49\u578b\u6210\u53ea\u8ca0\u8cac\u8a2d\u8a08\u800c\u5c07IC\u88fd\u9020\u59d4\u5916\u7684Fabless\u516c\u53f8\u3002<\/p>\n\n\n\n<p>\u9664\u4e86CPU\u7684\u7522\u54c1\u7dda\uff0cAMD\u57282006\u4f75\u8cfc\u4e86ATI\u9019\u5bb6\u986f\u793a\u6676\u7247\u516c\u53f8\uff0c\u56e0\u6b64AMD\u76ee\u524d\u4e0d\u50c5\u50c5\u5728X86 CPU\u7684\u7522\u54c1\u7dda\u76f4\u63a5\u8207\u9f8d\u982dIntel\u7af6\u722d\uff0c\u5728\u986f\u793a\u6676\u7247\u4e0a\uff0c\u4e5f\u76f4\u63a5\u8207\u9f8d\u982dNvidia\u7af6\u722d\u3002<\/p>\n\n\n\n<p>AMD\u57282000\u5e74\u4ee3\u521d\u671f\uff0c\u66fe\u7d93\u6709\u8457\u8f1d\u714c\u7684\u6b77\u53f2\uff0c\u5728\u7576\u6642K7\u8ddfK8\u7684\u7522\u54c1\uff0c\u751a\u81f3\u5927\u6709\u8ddfIntel\u5206\u5ead\u6297\u79ae\u7684\u6c23\u52e2\uff0c\u4e0d\u904e\u96a8\u8457\u5f8c\u9762\u958b\u767c\u7684CPU\u67b6\u69cb\u5728\u6548\u80fd\u529f\u8017\u4e0a\u90fd\u4e0d\u6575\u7af6\u722d\u5c0d\u624bIntel\uff0c\u53c8\u56e0\u70ba\u4ecd\u7136\u63a1\u7528\u683c\u7f85\u65b9\u5fb7\u7684\u88fd\u7a0b\u6280\u8853\u4f86\u751f\u7522\u6676\u7247\uff0c\u5728\u67b6\u69cb\u5148\u5929\u4e0a\u8da8\u65bc\u52a3\u52e2\uff0c\u88fd\u7a0b\u6280\u8853\u4e5f\u8ffd\u8d95\u4e0d\u4e0a\u5c0d\u624b\uff0c\u5c0e\u81f4\u50c5\u80fd\u9760\u6027\u50f9\u6bd4\u9019\u9053\u4fdd\u547d\u7b26\uff0c\u5728X86\u5e02\u5834\u82df\u5ef6\u6158\u5598\u3002<\/p>\n\n\n\n<p>\u4e0d\u904e\u5f9e2014\u5e74\u958b\u59cb\uff0c\u96a8\u8457\u65b0\u4efbCEO\u8607\u59ff\u4e30\u63a5\u624bAMD\u4e4b\u5f8c\uff0c\u7d93\u904e2015\u5e74\u80a1\u50f9\u8dcc\u5230\u6b77\u53f2\u65b0\u4f4e(1.61\u7f8e\u5143)\u7684\u6c89\u6fb1\u4e4b\u5f8c\uff0cAMD\u4e0d\u65b7\u5f9e\u9ad4\u8cea\u8ddf\u7b56\u7565\u9762\u8457\u624b\uff0c\u4e26\u4e14\u5229\u7528\u5c0d\u624b\u7684\u5931\u8aa4\uff0c\u6162\u6162\u5730\u5c07\u539f\u672c\u5931\u53bb\u7684\u5e02\u4f54\u7387\u5f9eIntel\u624b\u4e2d\u4e00\u9ede\u4e00\u6ef4\u7684\u6436\u56de\u4f86\uff0c\u4e5f\u8b93\u80a1\u50f9\u7ffb\u4e86\u597d\u5e7e\u5341\u500d\uff0c\u4f86\u5230\u73fe\u5728\u768450\u591a\u7f8e\u5143\u3002<\/p>\n\n\n\n<p>\u95dc\u9375\u7684\u4e00\u5f79\u5728\u65bc2018\u5e74\uff0cIntel\u7684 Xeon CPU\u56e0\u70ba10nm\u88fd\u7a0b\u826f\u7387\u7684\u554f\u984c\uff0c\u6240\u4ee5\u50c5\u80fd\u7e7c\u7e8c\u505c\u7559\u572814nm\u7684\u88fd\u7a0b\uff0c\u800cGPU\u7684\u7af6\u722d\u5c0d\u624bNvidia\u63a1\u7528\u7684\u662f\u53f0\u7a4d\u96fb\u768412nm\u88fd\u7a0b\u3002\u4f46\u662f\u9019\u6642\u5019AMD\u6c7a\u5b9a\u5f4e\u9053\u8d85\u8eca\uff0c<strong><font color=\"red\">\u8b93CPU\u8ddfGPU\u7684\u6838\u5fc3\u7522\u54c1\u7dda\u8ddf\u683c\u7f85\u65b9\u5fb7\u5206\u624b\u8f49\u800c\u63a1\u7528\u53f0\u7a4d\u96fb\u76847nm\u88fd\u7a0b\uff0c\u9019\u500b\u95dc\u9375\u7684\u6c7a\u5b9a\uff0c\u8b93\u7522\u7247\u4e0d\u7ba1\u5728\u6027\u80fd\u8ddf\u529f\u8017\u4e0a\u90fd\u6709\u5927\u5e45\u5ea6\u7684\u6539\u5584<\/font><\/strong>\uff0c\u4e0d\u53ea\u8ffd\u4e0a\u751a\u81f3\u9084\u8d85\u8d8a\u7af6\u722d\u5c0d\u624b\uff0c\u4e5f\u8b93AMD\u6709\u8457\u53b2\u5bb3\u7684\u6b66\u5668\u53ef\u4ee5\u8836\u98df\u9be8\u541eIntel\u7684\u5e02\u4f54\u7387\u3002<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"2%E6%8A%80%E8%A1%93%E8%AD%B7%E5%9F%8E%E6%B2%B3\"><\/span>2.\u6280\u8853\u8b77\u57ce\u6cb3<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>AMD\u9019\u5e7e\u5e74\u7684\u86fb\u8b8a\uff0c\u9664\u4e86\u672c\u8eab\u5728GPU\u8ddfCPU\u904b\u7b97\u6838\u5fc3\u90fd\u5206\u5225\u63d0\u51fa\u6548\u80fd\u66f4\u597d\u7684\u67b6\u69cb\uff0c\u5206\u5225\u662fZen\u67b6\u69cb\u4ee5\u53caRDNA\uff0c\u52f3\u4ed4\u8a8d\u70ba\u9084\u6709\u4e00\u500b<strong><font color=\"red\">\u6280\u8853\u4e0a\u7684\u7a81\u7834\uff0c\u5c31\u662f\u63a1\u7528chiplet\u7684\u67b6\u69cb\u4f86\u589e\u52a0\u826f\u7387\u4ee5\u53ca\u6e1b\u5c11\u7522\u54c1\u958b\u767c\u7684\u6210\u672c<\/font><\/strong>\u3002<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"chiplet%E6%9E%B6%E6%A7%8B\"><\/span>chiplet\u67b6\u69cb<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>\u6240\u8b02chiplet\u67b6\u69cb\uff0c\u5c31\u662f\u5c07\u539f\u672c\u6240\u6709\u529f\u80fd\u90fd\u5be6\u73fe\u5728\u540c\u4e00\u500bDie\u7684\u50b3\u7d71SOC\u505a\u6cd5\uff0c\u8f49\u800c\u6839\u64da\u529f\u80fd\u7684\u7279\u6027\uff0c\u5c07\u5176\u5206\u6563\u5728\u4e0d\u540c\u7684die\u4e0a\u3002\u4ee5\u4e0b\u5716AMD\u63ed\u9732\u7684server\u7b49\u7d1a\u7684EPYC ROME\u67b6\u69cb\u5716\u4f86\u770b\uff0c\u9019\u662f\u4e00\u500b9\u9846die\u7684chiplet\u67b6\u69cb\u3002<\/p>\n\n\n\n<p>\u5176\u4e2d\u64c1\u6709\u4e868\u9846\u904b\u7b97\u6838\u5fc3\u8ddfL3\u5feb\u53d6\uff0c\u7136\u5f8c\u9019\u516b\u9846\u904b\u7b97\u6838\u5fc3\u6703\u900f\u904eAMD\u81ea\u884c\u958b\u767c\u7684Infinity Fabric\u6280\u8853\u5728\u7b2c\u4e5d\u9846die\u505a\u4e92\u806f\uff0c\u4e26\u4e14\u5171\u4eab\u4e00\u4e9b\u5728\u7b2c\u4e5d\u9846DIE\u4e0a\u7684memory\u8ddfI\/O\u7684\u9ad8\u901f\u4ecb\u9762\u3002<\/p>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter is-resized\"><img fetchpriority=\"high\" decoding=\"async\" src=\"https:\/\/i0.wp.com\/www.eettaiwan.com\/wp-content\/uploads\/sites\/5\/2020\/04\/5e539109-5ff7-401d-b212-12076bbd499a.jpg?resize=600%2C492&#038;ssl=1\" alt=\"AMD_Epyc \u67b6\u69cb\u5716\" width=\"600\" height=\"492\" data-recalc-dims=\"1\" \/><figcaption>(\u5716\u7247\u4f86\u6e90: AMD)<\/figcaption><\/figure><\/div>\n\n\n\n<p>\u5176\u4e2d\u904b\u7b97\u6838\u5fc3\u63a1\u7528\u7684\u662f\u53f0\u7a4d\u96fb\u76847nm\u88fd\u7a0b\uff0c\u800c\u4e2d\u9593\u7684IO die\u5247\u4f7f\u7528\u683c\u7f85\u65b9\u5fb7\u768414nm\u88fd\u7a0b\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"%E5%A2%9E%E5%8A%A0%E8%89%AF%E7%8E%87\"><\/span>\u589e\u52a0\u826f\u7387<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>\u70ba\u4ec0\u9ebcchiplet\u7684\u89c0\u5ff5\u8fd1\u5e7e\u5e74\u9019\u9ebc\u706b\u7d05\uff0c\u4e3b\u8981\u5c31\u662f\u56e0\u70ba\u96a8\u8457\u79d1\u6280\u9032\u6b65\uff0c\u73fe\u5728\u8d8a\u4f86\u8d8a\u591a\u7684\u529f\u80fd\u8981\u96c6\u6210\u5728\u55ae\u4e00\u500bIC\u4e0a\uff0c\u5982\u679c\u7167\u50b3\u7d71\u6240\u6709\u529f\u80fd\u90fd\u505a\u5728\u540c\u4e00\u500bdie\u4e0a\u7684\u505a\u6cd5\uff0c\u5247\u55ae\u4e00\u500bdie\u7684\u9762\u7a4d\u6703\u975e\u5e38\u5927\u3002<\/p>\n\n\n\n<p><strong><font color=\"red\">\u4e00\u65e6\u9762\u7a4d\u8b8a\u5927\uff0c\u5728\u6676\u7247\u88fd\u9020\u904e\u7a0b\u4e2d\uff0c\u826f\u7387\u5c31\u6703\u8b8a\u4f4e<\/font><\/strong>\u3002\u7576\u7136\u4e5f\u53ef\u4ee5\u63a1\u7528\u5728\u55ae\u4e00\u500bdie\u4e0a\u591a\u505a\u4e00\u4e9b\u5197\u65bc\u7684\u96fb\u8def\uff0c\u4e00\u65e6\u67d0\u500b\u6838\u5fc3\u6709\u7f3a\u9677\uff0c\u5c31\u5207\u63db\u5230\u5099\u7528\u7684Core\u4f86\u4f7f\u7528\uff0c\u9032\u800c\u63d0\u5347\u4fee\u5fa9\u5f8c\u7684\u826f\u7387\uff0c\u4e0d\u904e\u8907\u96dc\u5ea6\u76f8\u5c0d\u5c31\u6bd4\u8f03\u9ad8\u3002<\/p>\n\n\n\n<p>\u5982\u679c\u4f7f\u7528chiplet\u7684\u67b6\u69cb\uff0c\u55ae\u4e00\u500bdie\u7684\u9762\u7a4d\u6703\u7e2e\u5c0f\uff0c\u6240\u4ee5\u5728\u6676\u7247\u751f\u7522\u904e\u7a0b\u4e2d\uff0c\u826f\u7387\u6703\u63d0\u9ad8\uff0c\u9032\u800c\u6e1b\u4f4e\u751f\u7522\u6210\u672c\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"%E6%B8%9B%E5%B0%91%E7%A0%94%E7%99%BC%E6%88%90%E6%9C%AC\"><\/span>\u6e1b\u5c11\u7814\u767c\u6210\u672c<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>\u5982\u540c\u524d\u9762\u7684\u5716\u6240\u986f\u793a\uff0c<strong><font color=\"red\">chiplet\u53e6\u4e00\u500b\u6838\u5fc3\u512a\u52e2\uff0c\u5c31\u662f\u5f48\u6027\u64f4\u5145\u7684\u80fd\u529b<\/font><\/strong>\u3002\u4f8b\u5982EPYC\u7684ROME\u662fserver\u7b49\u7d1a\u7684\u7522\u54c1\uff0c\u6240\u4ee5\u9700\u8981\u7528\u52308\u500b\u904b\u7b97\u6838\u5fc3\u7684die\uff0c\u4f46\u662f\u5982\u679cAMD\u9084\u8981\u63a8\u9ad8\u968e\u7684\u684c\u6a5f\u7522\u54c1\uff0c\u53ef\u80fd\u53ea\u9700\u8981\u5169\u500b\u904b\u7b97\u7684\u6838\u5fc3\u5c31\u597d\uff0c\u9019\u6642\u5019\u642d\u914d\u964d\u898f\u7684IO die\uff0c\u99ac\u4e0a\u5c31\u53ef\u4ee5\u518d\u63a8\u51fa\u4e0d\u540c\u5e02\u5834\u5340\u9593\u7684\u7522\u54c1\uff0c\u800c\u4e0d\u7528\u5b8c\u5168\u91cd\u65b0\u8a2d\u8a08\u4e00\u500b\u65b0\u7684\u904b\u7b97\u6838\u5fc3\u7d66\u4e0d\u540c\u7684\u5e02\u5834\uff0c\u9019\u5c0d\u65bc\u516c\u53f8\u898f\u6a21\u9060\u5c0f\u65bc\u6676\u7247\u5de8\u4ebaIntel\u7684AMD\u4f86\u8aaa\uff0c\u53ef\u4ee5\u5927\u5e45\u5ea6\u6e1b\u5c11\u7814\u767c\u7684\u8cbb\u7528\u53ca\u652f\u51fa\u3002<\/p>\n\n\n\n<p>\u53e6\u4e00\u500b\u5834\u666f\u662f\u70ba\u4e86\u964d\u4f4e\u529f\u8017\uff0c\u904b\u7b97\u6838\u5fc3\u7684die\u53ef\u80fd\u4e0d\u65b7\u5f80\u66f4\u5148\u9032\u7684\u88fd\u7a0b\u53bb\u958b\u767c(\u4f8b\u5982\u5f9e7nm-&gt;5nm)\uff0c\u4f46\u662fIO die\u7684\u4e3b\u8981\u529f\u80fd\u53ef\u80fd\u5728\u9019\u5e7e\u5e74\u5167\u4e0d\u6703\u592a\u591a\u898f\u683c\u7684\u8b8a\u5316(\u4f8b\u5982:PCIE\u505c\u7559\u57284.0\u7248\u672c)\uff0c\u5229\u7528chiplet\uff0cIO die\u5c31\u4e0d\u9700\u8981\u91cd\u65b0\u958b\u767c\uff0c\u53ef\u4ee5\u76f4\u63a5\u6cbf\u7528\uff0c\u9032\u800c\u6e1b\u5c11\u7814\u767c\u7684\u8cbb\u7528\u3002<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"3%E7%94%A2%E6%A5%AD%E7%8F%BE%E6%B3%81\"><\/span>3.\u7522\u696d\u73fe\u6cc1<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>\u6839\u64da\u4e0b\u5716AMD\u5728\u7d66\u6295\u8cc7\u4eba\u7684\u7c21\u5831\u4e2d\uff0c\u63d0\u5230\u4e86<strong><font color=\"red\">\u76ee\u524dAMD\u6240\u8de8\u8db3\u7684\u5e02\u5834\u4e2d\uff0c\u5305\u542bPC\/\u904a\u6232\u6a5f\/\u8cc7\u6599\u4e2d\u5fc3\u9019\u4e09\u5927\u5340\u584a<\/font><\/strong>\uff0c\u800c\u9019\u4e09\u5927\u5340\u584a\u7684\u5408\u8a08TAM(Total addressable market)\uff0c\u4e5f\u5c31\u662fAMD\u53ef\u4ee5\u653b\u7684\u5e02\u5834\u7e3d\u503c\uff0c\u7e3d\u8a08\u662f790\u5104\u7f8e\u5143\u7684\u5e02\u5834\uff0c\u9019\u662f\u4e00\u500b\u975e\u5e38\u5927\u584a\u7684\u9905\u3002<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"640\" height=\"239\" src=\"https:\/\/i0.wp.com\/shiuncorner.com\/wp-content\/uploads\/2020\/06\/image-4.png?resize=640%2C239&#038;ssl=1\" alt=\"AMD TAM\u5206\u6790\" class=\"wp-image-1934\" srcset=\"https:\/\/i0.wp.com\/shiuncorner.com\/wp-content\/uploads\/2020\/06\/image-4.png?w=1322&amp;ssl=1 1322w, https:\/\/i0.wp.com\/shiuncorner.com\/wp-content\/uploads\/2020\/06\/image-4.png?resize=300%2C112&amp;ssl=1 300w, https:\/\/i0.wp.com\/shiuncorner.com\/wp-content\/uploads\/2020\/06\/image-4.png?resize=1024%2C382&amp;ssl=1 1024w, https:\/\/i0.wp.com\/shiuncorner.com\/wp-content\/uploads\/2020\/06\/image-4.png?resize=768%2C286&amp;ssl=1 768w\" sizes=\"(max-width: 640px) 100vw, 640px\" data-recalc-dims=\"1\" \/><figcaption>(\u5716\u7247\u4f86\u6e90: AMD investor presentation 04\/2020)<\/figcaption><\/figure>\n\n\n\n<p>\u800c\u6839\u64da2019\u5e74\u7684\u6574\u5e74\u8ca1\u5831\uff0cAMD\u7684\u71df\u6536\u4f86\u523067.3\u5104\u7f8e\u91d1\uff0c\u57fa\u672c\u4e0a\u5c0d\u7167TAM\u4f86\u8aaa\u902310%\u90fd\u4e0d\u5230\u3002\u4ee5AMD\u9810\u4f302020\u6574\u5e74\u7684\u71df\u6536\u589e\u9577\u7387\u70ba25%\u4f86\u770b\uff0c\u9810\u8a08\u71df\u6536\u53ef\u4ee5\u6210\u9577\u523084.13\u5104\u7f8e\u91d1\uff0c\u4e5f\u5c31\u662f\u5e02\u4f54\u7387\u7ad9\u4e0adouble-digit\u96d9\u4f4d\u6578\u7684\u9580\u6abb\u3002<\/p>\n\n\n\n<p>\u6211\u5011\u53ef\u4ee5\u5728\u7d30\u90e8\u4f86\u770b\uff0c\u9019\u4e09\u5927\u5340\u584a\u7684\u5e02\u4f54\u60c5\u6cc1\u3002\u76ee\u524d\u904a\u6232\u6a5f\u7684\u5169\u5927\u6b21\u4e16\u4ee3\u5e73\u53f0ps5\u4ee5\u53caxbox series X\u90fd\u5c07\u63a1\u7528zen2\u7684CPU\u4ee5\u53caRDNA\u7684GPU\u7576\u4f5c\u904b\u7b97\u6838\u5fc3\uff0c\u6240\u4ee5\u5728\u904a\u6232\u6a5f\u7684\u5e02\u5834\u4e0a\uff0c\u5c0dAMD\u4f86\u8aaa\u4e00\u76f4\u90fd\u4e0d\u662f\u500b\u5927\u554f\u984c\u3002<\/p>\n\n\n\n<p>\u518d\u4f86\u6211\u5011\u770bPC\u7684\u5e02\u5834\uff0c\u5f9e\u4e0b\u65b9AMD\u516d\u6708\u4efd\u516c\u5e03\u7d66\u6295\u8cc7\u4eba\u7684\u8cc7\u8a0a\uff0cCPU\u7684\u90e8\u5206\u57282019\u5e74\u5df2\u7d93\u722c\u5347\u5230\u5c07\u8fd117%\uff0c\u7368\u7acb\u986f\u5361\u53d7\u9650\u65bc\u7af6\u722d\u5c0d\u624bNvidia\u9019\u5e7e\u5e74\u7684\u7522\u54c1\u7af6\u722d\u529b\u4f9d\u820a\u5f37\u608d\uff0c\u5728\u5e02\u4f54\u7387\u8fd1\u4e4e\u6301\u5e73\uff0c\u9084\u662f\u572826.x%\u5de6\u53f3\u3002\u6240\u4ee5<strong><font color=\"red\">\u6574\u9ad4PC\u7684\u90e8\u5206\u6210\u9577\u4f86\u6e90\uff0c\u9084\u662f\u5728\u65bcCPU\u7684\u90e8\u5206<\/font><\/strong>\u3002<\/p>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter size-large\"><img decoding=\"async\" width=\"640\" height=\"293\" src=\"https:\/\/i0.wp.com\/shiuncorner.com\/wp-content\/uploads\/2020\/06\/image-6.png?resize=640%2C293&#038;ssl=1\" alt=\"AMD \u5e02\u5360\u7387\u5206\u6790\" class=\"wp-image-1955\" srcset=\"https:\/\/i0.wp.com\/shiuncorner.com\/wp-content\/uploads\/2020\/06\/image-6.png?w=918&amp;ssl=1 918w, https:\/\/i0.wp.com\/shiuncorner.com\/wp-content\/uploads\/2020\/06\/image-6.png?resize=300%2C137&amp;ssl=1 300w, https:\/\/i0.wp.com\/shiuncorner.com\/wp-content\/uploads\/2020\/06\/image-6.png?resize=768%2C351&amp;ssl=1 768w\" sizes=\"(max-width: 640px) 100vw, 640px\" data-recalc-dims=\"1\" \/><figcaption>(\u5716\u7247\u4f86\u6e90:<a href=\"https:\/\/ir.amd.com\/\" target=\"_blank\" rel=\"noopener\">https:\/\/ir.amd.com\/<\/a>)<\/figcaption><\/figure><\/div>\n\n\n\n<p><\/p>\n\n\n\n<p>\u81f3\u65bcServer\u7684\u5e02\u5834\uff0c\u4ee5YoY\u4f86\u770b\uff0c\u9019\u5e7e\u5e74\u662f\u5feb\u901f\u6210\u9577\uff0c\u4f46\u662f\u4ee5\u5e02\u4f54\u7387\u7684\u7d55\u5c0d\u503c\u4f86\u8aaa\uff0c\u9084\u662f\u5c0f\u65bc10%\uff0c<strong><font color=\"red\">\u4ee5Server\u7684TAM\u4f86\u8aaa\uff0c\u9019\u90e8\u5206\u7d55\u5c0d\u662fAMD\u5728\u672a\u4f86\u5e7e\u5e74\u6975\u529b\u60f3\u6436\u653b\u7684\u5e02\u5834<\/font><\/strong>\uff0c<\/p>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"417\" height=\"407\" src=\"https:\/\/i0.wp.com\/shiuncorner.com\/wp-content\/uploads\/2020\/06\/image-7.png?resize=417%2C407&#038;ssl=1\" alt=\"AMD x86 server \u5e02\u5360\u7387\" class=\"wp-image-1956\" srcset=\"https:\/\/i0.wp.com\/shiuncorner.com\/wp-content\/uploads\/2020\/06\/image-7.png?w=417&amp;ssl=1 417w, https:\/\/i0.wp.com\/shiuncorner.com\/wp-content\/uploads\/2020\/06\/image-7.png?resize=300%2C293&amp;ssl=1 300w\" sizes=\"(max-width: 417px) 100vw, 417px\" data-recalc-dims=\"1\" \/><figcaption>(\u5716\u7247\u4f86\u6e90:<a href=\"https:\/\/ir.amd.com\/\" target=\"_blank\" rel=\"noopener\">https:\/\/ir.amd.com\/<\/a>)<\/figcaption><\/figure><\/div>\n\n\n\n<p>\u5728Server\u5e02\u5834\u4e0a\uff0c\u8ddfPC\u7aef\u4e0d\u592a\u4e00\u6a23\uff0c\u6027\u50f9\u6bd4\u6709\u6642\u5019\u4e0d\u4e00\u5b9a\u662f\u9019\u9ebc\u91cd\u8981\u7684\uff0c\u4f46\u662f\u5c0d\u65bcAMD\u4f86\u8aaa\uff0c\u9664\u4e86\u672c\u4f86\u5c31\u64c5\u9577\u7684\u6027\u50f9\u6bd4\uff0c\u7531\u65bc\u5176\u5728\u904b\u7b97\u6838\u5fc3\u4e0d\u65b7\u63a8\u9032\u5230\u53f0\u7a4d\u96fb\u6700\u5148\u9032\u7684\u88fd\u7a0b\uff0c\u6211\u5011\u53ef\u4ee5\u9810\u671f\u7684\u662f\u80fd\u6e90\u6548\u7387\u6703\u6301\u7e8c\u6539\u5584\uff0c\u9019\u500b<strong><font color=\"red\">\u80fd\u6e90\u4f7f\u7528\u6548\u7387\u5c0d\u65bc\u8cc7\u6599\u4e2d\u5fc3\uff0c\u5728\u672a\u4f86\u6703\u662f\u8d8a\u4f86\u8d8a\u91cd\u8981\u7684\u8b70\u984c<\/font><\/strong>\uff0c\u6240\u4ee5\u52f3\u4ed4\u500b\u4eba\u7684\u89d2\u5ea6\u8a8d\u70ba\uff0cAMD\u5728Server\u5e02\u5834\u7684\u5f8c\u52e2\u4f9d\u820a\u53ef\u671f\uff0c\u751a\u81f3\u6709\u6a5f\u6703\u8d85\u8d8a2000\u5e74\u4ee3\u521d\u671f\u5927\u7d0425%\u7684Server\u5e02\u4f54\u7387\u3002<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"4%E8%B2%A1%E5%8B%99%E7%8B%80%E6%B3%81\"><\/span>4.\u8ca1\u52d9\u72c0\u6cc1<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>\u6211\u5011\u63a5\u8457\u4f86\u770bAMD\u516c\u5e03\u76842020Q1\u7684\u8ca1\u5831\u8cc7\u6599<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"%E5%9F%BA%E6%9C%AC%E9%9D%A2\"><\/span>\u57fa\u672c\u9762<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/i0.wp.com\/shiuncorner.com\/wp-content\/uploads\/2020\/06\/image-10-1.png?w=640&#038;ssl=1\" alt=\"AMD 2020Q1 \u8ca1\u52d9\u7c21\u8868\" class=\"wp-image-1986\" data-recalc-dims=\"1\" \/><\/figure>\n\n\n\n<p>\u5f9e2020Q1\u7684\u8ca1\u5831\u4f86\u770b\uff0c\u71df\u6536\u7684YoY\u5982\u9810\u671f\u7684\u4e00\u6a23\uff0c\u96a8\u8457Zen\u67b6\u69cb\u5728\u5e02\u5834\u4e0a\u7684\u53e3\u7891\u7206\u68da\uff0c\u71df\u6536\u6210\u9577\u4e8640%\uff0c\u96d6\u7136QoQ\u6536\u5230\u65b0\u51a0\u80ba\u708e\u7684\u5f71\u97ff\uff0c\u4e0b\u964d\u4e8616%\uff0c\u4f46\u662f\u76f8\u4fe1\u4e0b\u534a\u5e74\u75ab\u60c5\u8da8\u7de9\u7684\u72c0\u6cc1\u4e0b\uff0c\u71df\u6536\u6703\u91cd\u56de\u6210\u9577\u7684\u8ecc\u9053\u3002<\/p>\n\n\n\n<p>\u6bdb\u5229\u8ddf\u4e0a\u4e00\u5b63\u6bd4\u5247\u7565\u5fae\u4e0a\u53471%\u4f86\u523046%\uff0c\u770b\u4f3c\u6301\u7e8c\u6539\u5584\uff0c\u4e0d\u904e\u8ddf\u7af6\u722d\u5c0d\u624bIntel\u6bd4\u8d77\u4f86\uff0c\u7d55\u5c0d\u9084\u6709\u9032\u6b65\u7684\u7a7a\u9593\u3002<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"616\" height=\"346\" src=\"https:\/\/i0.wp.com\/shiuncorner.com\/wp-content\/uploads\/2020\/06\/image-8.png?resize=616%2C346&#038;ssl=1\" alt=\"AMD \u71df\u6536\u8da8\u52e2\u5716\" class=\"wp-image-1982\" srcset=\"https:\/\/i0.wp.com\/shiuncorner.com\/wp-content\/uploads\/2020\/06\/image-8.png?w=616&amp;ssl=1 616w, https:\/\/i0.wp.com\/shiuncorner.com\/wp-content\/uploads\/2020\/06\/image-8.png?resize=300%2C169&amp;ssl=1 300w\" sizes=\"(max-width: 616px) 100vw, 616px\" data-recalc-dims=\"1\" \/><figcaption>(\u5716\u7247\u4f86\u6e90: ir.amd.com)<\/figcaption><\/figure>\n\n\n\n<p>\u6211\u5011\u518d\u4f86\u770b\u4e00\u4e0b\u6700\u8fd1\u5e7e\u5b63\u7684\u71df\u6536\u6210\u9577\u8da8\u52e2\uff0c\u57fa\u672c\u4e0a\u5982\u679c\u4e0d\u53d7\u65b0\u51a0\u80ba\u708e\u5f71\u97ff\uff0cAMD\u5f88\u660e\u986f\u8655\u65bc\u4e00\u500b\u4e0a\u5347\u7684\u8da8\u52e2\uff0c\u96d6\u7136\u77ed\u66ab\u56e0\u70ba\u75ab\u60c5\u95dc\u4fc2\uff0c\u5c0e\u81f4\u71df\u6536\u7684\u8870\u9000\uff0c\u4f46\u662f\u9019\u662f\u77ed\u66ab\u7684\u5e72\u64fe\uff0c\u5f85\u75ab\u60c5\u8da8\u7de9\uff0c\u9810\u671f\u71df\u6536\u4ecd\u7136\u80fd\u5920\u6301\u7e8c\u6210\u9577\u3002<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/i0.wp.com\/shiuncorner.com\/wp-content\/uploads\/2020\/06\/image-9-1.png?w=640&#038;ssl=1\" alt=\"AMD EPS \u8da8\u52e2\u5716\" class=\"wp-image-1985\" data-recalc-dims=\"1\" \/><figcaption>(\u5716\u7247\u4f86\u6e90: ir.amd.com)<\/figcaption><\/figure>\n\n\n\n<p>\u63a5\u8457\u770b\u4e00\u4e0bEPS\u7684\u90e8\u5206\uff0c\u8ddf\u71df\u6536\u7684\u8da8\u52e2\u5927\u62b5\u76f8\u540c\uff0c\u6574\u9ad4\u662f\u5728\u6210\u9577\u7684\u8ecc\u9053\u4e0a\uff0c\u4f46\u662f\u53d7\u75ab\u60c5\u5f71\u97ff\uff0cQoQ\u6709\u7565\u70ba\u4e0b\u6ed1\uff0c\u4f46\u662fYoY \u4f86\u52301400%\u662f\u4e00\u500b\u5f88\u5927\u7684\u6210\u9577\u3002<\/p>\n\n\n\n<p>\u4e0d\u904e\u8a08\u7b97\u52302020Q1\uff0cTTM(Trailing twelve months)\u7684EPS\u50c5\u70ba0.43\uff0c\u5c0d\u6bd4\u76ee\u524d\u7684\u80a1\u50f9\u7d04\u70ba55\u584a\uff0c\u672c\u76ca\u6bd4\u9ad8\u9054127.9\u500d\uff0c<strong><font color=\"red\">\u9019\u4e5f\u662f\u76ee\u524dAMD\u7684\u80a1\u50f9\u88ab\u8a31\u591a\u4eba\u8a8d\u70ba\u904e\u65bc\u6ea2\u50f9\u7684\u539f\u56e0<\/font><\/strong>\u3002<\/p>\n\n\n\n<p>\u4e0d\u904e\u5c0d\u65bc\u4e00\u5bb6\u5f88\u660e\u986f\u8655\u65bc\u6210\u9577\u904e\u7a0b\u7684\u4f01\u696d\u4f86\u8aaa\uff0c\u6211\u5011\u770bTTM\u7684\u672c\u76ca\u6bd4\u662f\u4e0d\u5408\u9069\u7684\uff0c\u56e0\u70ba\u6211\u5011\u9810\u671f\u672a\u4f86\u5e7e\u500b\u6708\u7684\u71df\u6536\u4ecd\u7136\u6703\u6301\u7e8c\u6210\u9577\uff0c\u81f3\u65bc\u6703\u6210\u9577\u591a\u5c11\u5462\uff0c\u6211\u5011\u4f86\u770b\u770bAMD\u81ea\u5df1\u7d66\u51fa\u4f86\u76842020\u6574\u5e74\u8ca1\u5831\u9810\u6e2c\u3002<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/i0.wp.com\/shiuncorner.com\/wp-content\/uploads\/2020\/06\/image-12-1.png?w=640&#038;ssl=1\" alt=\"AMD non-GAAP\u8ca1\u52d9\u7c21\u8868\" class=\"wp-image-1989\" data-recalc-dims=\"1\" \/><figcaption>(\u5716\u7247\u4f86\u6e90: AMD)<\/figcaption><\/figure>\n\n\n\n<p>\u4e0d\u50cfIntel\u4ee5\u53ca\u8a31\u591a\u5176\u4ed6\u79d1\u6280\u80a1\u56e0\u70ba\u65b0\u51a0\u80ba\u708e\u7684\u4e0d\u78ba\u5b9a\u6027\u800c\u64a4\u56de2020\u7684\u6574\u5e74\u9810\u6e2c\uff0cAMD\u4ecd\u7136\u7d66\u51fa2020\u7684\u8ca1\u6e2c\uff0c\u9810\u671f2020\u7684\u71df\u6536\u6210\u9577\u6703\u4f86\u523025%\uff0c\u6bdb\u5229\u5247\u7dad\u6301\u572845%\u9644\u8fd1\uff0c\u800c\u71df\u696d\u652f\u51fa\u5247\u5927\u6982\u572829%\u3002<\/p>\n\n\n\n<p>\u4ee5\u76ee\u524d2020\u7684\u9810\u4f30\u71df\u6536\u6210\u9577\u7387\u4f86\u5f88\u7c21\u7565\u7684\u7c97\u4f30\uff0cEPS\u5c0d\u6bd42019\u5e74\u4e5f\u5c31\u525b\u597d\u6210\u957725%\uff0c\u5247\u7528\u73fe\u5728\u80a1\u50f9\u63db\u7b97\u7684\u672c\u76ca\u6bd4\u4ecd\u8d85\u904e100\u500d\uff0c\u4e00\u6a23\u8655\u65bc\u4e00\u500b\u5f88\u9ad8\u7684\u72c0\u614b\uff0c\u9019\u5c0d\u50f9\u503c\u578b\u6295\u8cc7\u4eba\u4f86\u8aaa\uff0c\u662f\u4e00\u500b\u4e3b\u8981\u7684\u96b1\u6182\uff0c\u81f3\u5c11\u6839\u64da2020\u5e74\u7684\u8ca1\u6e2c\uff0c\u5e02\u5834\u4f3c\u4e4e\u9ad8\u4f30\u4e86AMD\u7684\u50f9\u503c\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"%E8%B2%A0%E5%82%B5%E7%8B%80%E6%B3%81\"><\/span>\u8ca0\u50b5\u72c0\u6cc1<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p><strong><font color=\"red\">AMD\u7684\u8ca1\u5831\u986f\u793a\u4e86AMD\u5728\u6700\u8fd1\u5e7e\u5e74\u5be6\u884c\u4e86\u8ca1\u52d9\u9ad4\u8cea\u6539\u5584\u8a08\u756b<\/font><\/strong>\uff0c\u8ca1\u52d9\u69d3\u687f\u6bd4\u4f8b\u5f9e2.5x\u9019\u500b\u4e0d\u662f\u5f88\u5065\u5eb7\u7684\u8ca0\u50b5\u8ddf&#8221;\u7a05\u524d\u606f\u524d\u6298\u820a\u6524\u92b7\u524d\u7372\u5229&#8221;(EBITDA)\u7684\u6bd4\u4f8b\uff0c\u4e00\u8def\u4e0b\u6ed1\u52302020Q1\u76840.5x\u9019\u500b\u6bd4\u8f03\u5065\u5eb7\u7684\u6bd4\u4f8b\u3002<\/p>\n\n\n\n<p>\u5f9e\u4e0b\u5716\u6211\u5011\u53ef\u4ee5\u770b\u5230\uff0cAMD\u7684\u7372\u5229\u6301\u7e8c\u4e0a\u63da\uff0c\u4f46\u662f\u8ca0\u50b5\u662f\u9010\u5b63\u4e0b\u964d\uff0c\u5f9e\u6295\u8cc7\u4eba\u7684\u89d2\u5ea6\uff0c\u4ee3\u8868\u516c\u53f8\u6301\u7e8c\u628a\u8cfa\u9032\u4f86\u7684\u9322\u62ff\u53bb\u511f\u9084\u50b5\u52d9\uff0c\u8b93\u516c\u53f8\u7684\u8ca1\u52d9\u9ad4\u8cea\u9010\u6f38\u6539\u5584\uff0c\u52f3\u4ed4\u8a8d\u70ba\u9019\u500b\u662f\u6b63\u5411\u7684\u5faa\u74b0\uff0c\u5c07\u50b5\u52d9\u58d3\u4f4e\uff0c\u4ee3\u8868\u516c\u53f8\u6f38\u6f38\u53ef\u4ee5\u64fa\u812b\u9f90\u5927\u50b5\u606f\u7684\u8ca0\u64d4\uff0c\u9019\u5c0d\u672a\u4f86\u7684\u7372\u5229\u80fd\u529b\u7d55\u5c0d\u662f\u6b63\u5411\u7684\u3002<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"640\" height=\"287\" src=\"https:\/\/i0.wp.com\/shiuncorner.com\/wp-content\/uploads\/2020\/06\/image-5.png?resize=640%2C287&#038;ssl=1\" alt=\"AMD \u8ca0\u50b5\u6bd4\u4f8b\u8da8\u52e2\u5716\" class=\"wp-image-1936\" srcset=\"https:\/\/i0.wp.com\/shiuncorner.com\/wp-content\/uploads\/2020\/06\/image-5.png?w=1380&amp;ssl=1 1380w, https:\/\/i0.wp.com\/shiuncorner.com\/wp-content\/uploads\/2020\/06\/image-5.png?resize=300%2C135&amp;ssl=1 300w, https:\/\/i0.wp.com\/shiuncorner.com\/wp-content\/uploads\/2020\/06\/image-5.png?resize=1024%2C459&amp;ssl=1 1024w, https:\/\/i0.wp.com\/shiuncorner.com\/wp-content\/uploads\/2020\/06\/image-5.png?resize=768%2C344&amp;ssl=1 768w, https:\/\/i0.wp.com\/shiuncorner.com\/wp-content\/uploads\/2020\/06\/image-5.png?w=1280&amp;ssl=1 1280w\" sizes=\"(max-width: 640px) 100vw, 640px\" data-recalc-dims=\"1\" \/><figcaption>(\u5716\u7247\u4f86\u6e90: <a href=\"https:\/\/ir.amd.com\/\" target=\"_blank\" rel=\"noopener\">https:\/\/ir.amd.com\/<\/a>)<\/figcaption><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"5%E5%BF%83%E5%BE%97%E8%88%87%E5%BE%8C%E8%A8%98\"><\/span>5.\u5fc3\u5f97\u8207\u5f8c\u8a18:<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>AMD\u5728\u9019\u4e00\u5169\u5e74\u9760\u8457Zen\u7684CPU\u67b6\u69cb\u4ee5\u53ca\u8ddf\u53f0\u7a4d\u96fb\u7684\u5408\u4f5c\uff0c\u5439\u8d77\u53cd\u653b\u7684\u865f\u89d2\uff0c\u6162\u6162\u6436\u56de\u88abIntel\u628a\u6301\u5df2\u4e45\u7684\u5e02\u5360\u7387\uff0c\u71df\u6536\u8ddf\u8ca1\u52d9\u72c0\u6cc1\u90fd\u6301\u7e8c\u6539\u5584\uff0c\u4e0d\u904e\u81f3\u5c11\u52302020\u5e74\u70ba\u6b62\u7684\u8ca1\u6e2c\u9810\u671f\uff0c\u52f3\u4ed4\u4e5f\u8ddf\u4e00\u822c\u50f9\u503c\u578b\u6295\u8cc7\u4eba\u4e00\u6a23\uff0c\u8a8d\u70baAMD\u7684\u80a1\u7968\u50f9\u503c\u662f\u6709\u9ede\u88ab\u9ad8\u4f30\u3002<\/p>\n\n\n\n<p>\u4e0d\u904e\u5982\u540c\u52f3\u4ed4\u524d\u9762\u63d0\u5230\u7684\uff0cAMD\u76ee\u524d\u5728PC\u5e02\u5834\u7684\u5e02\u4f54\u7387\u5df2\u7d93\u56de\u5347\u5230\u8d85\u904e20%\uff0c\u7576\u7136\u9084\u6709\u4e0a\u653b\u7684\u7a7a\u9593\uff0c\u4e0d\u904e\u52f3\u4ed4\u66f4\u671f\u5f85\u7684\u662fAMD\u5728x86 server\u5e02\u5834\u7684\u8868\u73fe\uff0c<strong><font color=\"red\">\u56e0\u70baServer\u7684TAM\u57fa\u672c\u4e0a\u8ddfPC\u4e0d\u76f8\u4e0a\u4e0b\uff0c\u4f46\u662f\u76ee\u524dAMD\u7684\u5e02\u4f54\u9084\u5728\u500b\u4f4d\u6578\uff0c\u672a\u4f86\u6210\u9577\u7a7a\u9593\u662f\u975e\u5e38\u503c\u5f97\u671f\u5f85\u7684<\/font><\/strong>\u3002<\/p>\n\n\n\n<p>\u96a8\u8457EPYC ROME\u7684\u6210\u529f\uff0cAMD\u7684\u78ba\u5728Server\u5e02\u5834\u958b\u59cb\u7ad9\u7a69\u8173\u6b65\uff0c\u76ee\u524d\u8cc7\u6599\u4e2d\u5fc3\u524d\u4e09\u5927\u7684Amazon\/Microsoft\/Google\u5e73\u53f0\u90fd\u76f8\u7e7c\u5c0e\u5165AMD\u7684EPYC\u5e73\u53f0\uff0cAMD\u9810\u8a08\u57282020\u4e0b\u534a\u5e74\u63a8\u51faROME\u7684\u4e0b\u4e00\u4ee3\uff0c\u4e5f\u5c31\u662fZen3\u67b6\u69cb\u7684Milan\u5e73\u53f0\uff0c\u9019\u4ee3\u9810\u671f\u5728\u80fd\u6e90\u6548\u7387\u4e0a\u6703\u6709\u66f4\u5f37\u7684\u8868\u73fe\uff0c\u9019\u4e5f\u8b93AMD\u589e\u6dfb\u6436\u653bServer\u5e02\u5360\u7387\u7684\u6b66\u5668\u3002<\/p>\n\n\n\n<p>\u800cMilan\u9084\u662f\u4fdd\u6301\u57287nm\u88fd\u7a0b(\u96d6\u7136\u52f3\u4ed4\u8a8d\u70ba\u5be6\u969b\u6703\u63a1\u7528EUV\u88fd\u7a0b\u7684\u53f0\u7a4d7nm+)\uff0c\u800c\u9810\u8a08\u63a1\u7528\u53f0\u7a4d\u96fb5nm\u88fd\u7a0b\u7684Zen4(\u4ee3\u865f\u70baGenoa)\uff0c\u539f\u672c\u9810\u671f\u6703\u57282022\u624d\u6703\u4e0a\u5e02\uff0c\u4f46\u662f<strong><font color=\"red\">\u7531\u65bc\u83ef\u70ba\u76ee\u524d\u53d7\u5236\u65bc\u7f8e\u570b\u7684\u7981\u6b62\u4ee4\uff0c\u7121\u6cd5\u5728\u53f0\u7a4d\u4e0b\u55ae\u751f\u75225nm\u7684IC\uff0c\u9019\u8b93\u53f0\u7a4d\u91cb\u51fa\u4e865nm\u7684\u7522\u80fd\uff0c\u6709\u6d88\u606f\u8aaaAMD\u5df2\u7d93\u8d81\u6a5f\u6703\u6436\u90325nm\u7684\u7522\u80fd\uff0c\u6240\u4ee5\u6216\u8a31Zen4\u7684\u7522\u54c1\u6709\u6a5f\u6703\u63d0\u524d\u57282021\u5e74\u4e0a\u5e02<\/font><\/strong>\u3002<\/p>\n\n\n\n<p>\u5982\u679c7nm+\u7684Zen3\u9084\u67095nm\u7684Zen4\u90fd\u80fd\u5982\u671f\u63a8\u51fa\uff0c\u800c\u7af6\u722d\u5c0d\u624bIntel\u768410nm\u88fd\u7a0b\u9072\u9072\u4e0d\u80fd\u89e3\u6c7a\u826f\u7387\u554f\u984c\uff0c\u88fd\u7a0b\u4e16\u4ee3\u7684\u5dee\u8ddd\uff0c\u6703\u8b93\u80fd\u6e90\u6548\u7387\u4ee5\u53ca\u6027\u80fd\u6709\u8457\u66f4\u986f\u8457\u7684\u5dee\u8ddd\uff0c\u9019\u6703\u8b93AMD\u5728Server\u5e02\u5834\u53d6\u5f97\u975e\u5e38\u6709\u5229\u7684\u4f4d\u7f6e\uff0c\u751a\u81f3\u6709\u6a5f\u6703\u6311\u62302000\u5e74\u4ee3\u521d\u671f\u66fe\u7d93\u62ff\u4e0b\u7684\u8d85\u904e25%\u7684Server\u5e02\u5834\u5e02\u4f54\u7387\uff0c\u751a\u81f3\u4e0a\u770b30~35%\u90fd\u4e0d\u70ba\u904e\u3002<\/p>\n\n\n\n<p>\u6240\u4ee5\u52f3\u4ed4\u8a8d\u70ba\u5982\u679c\u5c0dAMD\u6709\u8208\u8da3\u7684\u6295\u8cc7\u670b\u53cb\u5011\uff0c\u53ef\u4ee5\u6301\u7e8c\u95dc\u6ce8AMD\u5728Server\u5e02\u5834\u7684\u6210\u9577\u7387\uff0c\u5982\u679cServer\u7522\u54c1\u7684\u92b7\u552e\u6301\u7e8c\u4fdd\u6301\u8ddf\u73fe\u5728\u4e00\u6a23\u7684\u9ad8\u6210\u9577\u7387\uff0c\u90a3\u9ebc\u76ee\u524d\u7684\u80a1\u50f9\u5176\u5be6\u4e5f\u9084\u4e0d\u7b97\u8cb4\uff0c\u4e0d\u904e\u4e00\u4f46Intel 10nm\u88fd\u7a0b\u554f\u984c\u7372\u5f97\u6539\u5584\uff0c\u6216\u662fAMD\u63a8\u9032\u5230Zen3\/Zen4\u7522\u54c1\u7684\u6642\u5019\u9047\u5230\u963b\u7919\uff0c\u5247\u90fd\u6703\u5f71\u97ffAMD\u5728Server\u5e02\u5834\u7684\u8868\u73fe\uff0c\u9019\u9ede\u6295\u8cc7\u4eba\u9084\u662f\u9700\u8981\u6301\u7e8c\u95dc\u6ce8AMD\u7684\u7522\u54c1\u7814\u767c\u9032\u5ea6\u3002<\/p>\n\n\n\n<p>\u514d\u8cac\u8072\u660e: \u672c\u7bc7\u6587\u7ae0\uff0c\u4e3b\u8981\u6839\u64daAMD\u7684\u8ca1\u5831\u4ee5\u53ca\u5e02\u5834\u60c5\u6cc1\u9032\u884c\u5206\u6790\uff0c\u50c5\u4f9b\u6295\u8cc7\u4eba\u53c3\u8003\uff0c\u4e0d\u61c9\u505a\u70ba\u8cb7\u8ce3\u4f9d\u64da\uff0c\u6295\u8cc7\u4eba\u4ecd\u7136\u61c9\u8a72\u81ea\u884c\u5224\u65b7\u662f\u5426\u6709\u6295\u8cc7\u50f9\u503c\uff0c\u76c8\u8667\u81ea\u8ca0\u3002<\/p>\n\n\n\n<p><span class=\"has-inline-color has-bright-red-color\"><strong>\u5982\u679c\u89ba\u5f97\u9019\u7bc7\u6587\u7ae0\u5c0d\u60a8\u6709\u5e6b\u52a9\u7684\u8a71\uff0c\u6b61\u8fce\u9ede\u64ca\u4e0b\u65b9\u5206\u4eab\u6309\u9215\uff0c\u5206\u4eab\u9019\u7bc7\u6587\u7ae0\u7d66\u4f60\u7684FB\u6216\u662fTwitter\u7684\u89aa\u670b\u597d\u53cb\uff0c\u6216\u662f\u52a0\u5165<a href=\"https:\/\/www.facebook.com\/shiuncorner\/\" target=\"_blank\" rel=\"noopener\">&gt;&gt;\u52f3\u4ed4\u7684\u7406\u8ca1\u5c0f\u89d2\u843d FB\u5c08\u9801&lt;&lt;<\/a>\uff0c\u63a5\u6536\u6700\u65b0\u7684\u7406\u8ca1\u6587\u7ae0\u8cc7\u8a0a<\/strong><\/span><\/p>\n\n\n\n<p>\u5ef6\u4f38\u95b1\u8b80(\u4e00) :&nbsp;<a href=\"https:\/\/shiuncorner.com\/2020\/03\/05\/us-tw-stock-market\/\">\u570b\u5916\u7684\u6708\u4eae\u771f\u7684\u6bd4\u8f03\u5713\u55ce? \u8ac7\u7f8e\u80a1\u8ddf\u53f0\u80a1\u6295\u8cc7\u7684\u5dee\u7570<\/a><\/p>\n\n\n\n<p>\u5ef6\u4f38\u95b1\u8b80(\u4e8c):&nbsp;<a href=\"https:\/\/shiuncorner.com\/2020\/08\/31\/firstrade_intro\/\">\u524d\u9032\u7f8e\u80a1\u7684\u7b2c\u4e00\u6b65 \u2013 \u6d77\u5916\u5238\u5546Firstrade\u7684\u4ecb\u7d39<\/a><\/p>\n\n\n\n<p>\u5ef6\u4f38\u95b1\u8b80(\u4e09):\u00a0<a href=\"https:\/\/shiuncorner.com\/2020\/07\/10\/us_stock_dis\/\">\u7f8e\u80a1\u500b\u80a1\u5206\u6790-\u4e00\u8def\u966a\u6211\u5011\u9577\u5927\u7684\u8fea\u58eb\u5c3c(NYSE:DIS)<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u7f8e\u80a1\u80a1\u7968\u5206\u6790- \u7acb\u5fd7\u91cd\u8fd4\u69ae\u8000\u7684AMD<\/p>\n","protected":false},"author":1,"featured_media":12362,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_sitemap_exclude":false,"_sitemap_priority":"","_sitemap_frequency":"","_jetpack_memberships_contains_paid_content":false,"footnotes":""},"categories":[5],"tags":[48,73,251,225],"jetpack_featured_media_url":"https:\/\/i0.wp.com\/shiuncorner.com\/wp-content\/uploads\/2020\/06\/amd1-1.jpg?fit=640%2C480&ssl=1","jetpack-related-posts":[],"jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/shiuncorner.com\/wp-json\/wp\/v2\/posts\/1929"}],"collection":[{"href":"https:\/\/shiuncorner.com\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/shiuncorner.com\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/shiuncorner.com\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/shiuncorner.com\/wp-json\/wp\/v2\/comments?post=1929"}],"version-history":[{"count":0,"href":"https:\/\/shiuncorner.com\/wp-json\/wp\/v2\/posts\/1929\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/shiuncorner.com\/wp-json\/wp\/v2\/media\/12362"}],"wp:attachment":[{"href":"https:\/\/shiuncorner.com\/wp-json\/wp\/v2\/media?parent=1929"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/shiuncorner.com\/wp-json\/wp\/v2\/categories?post=1929"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/shiuncorner.com\/wp-json\/wp\/v2\/tags?post=1929"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}