以下文章来源于腾讯科技 ，作者值得关注的 腾讯科技 . 腾讯新闻旗下腾讯科技官方账号，在这里读懂科技！ 来源丨 腾讯科技（ID：qqtech） 作者丨苏扬 编辑丨徐青阳 图源丨AI制作 苏姿丰2014年接任AMD首席执行官时，这家公司的市值还不到30亿美元。如今，这个数字已超过 3150亿美元，增长超过百倍。 AMD市值暴涨始于2018年，在这前一年，谷歌八位科学家发表了一篇开启人工智能新阶段的论文《 Attention Is All You Need 》——提出了 基于注意力机制的深度学习架构Transformer，其并行计 算的特点间接将GPU企业送上神坛。 一大批来自中国的新创GPU企业在这一时间段先后成立，谷歌等大厂则另辟蹊径，开创了一条通过 ASIC（专用集成电路）芯片自研来优化算力总拥有成本的路径。 时至今日，AI芯片作为算力基础设施，市场竞争已经演变成一场 多维度的竞争 ，这其中 不仅包括算 力、性能的疯狂追赶和成本的优化，也包括对可持续能源依赖，而在最关键的供应链部分，台积电这 样的头部芯片代工厂，以及三星、海力士这样的存储原 厂，能够开出什么量级的产能，都决定着AI芯 片战争的激烈程度。 从 ...

1.【AMD首席执行官据悉将访问三星电子，讨论AI芯片代工合作】据消息人士透露，苏姿丰计划于周 三参观三星电子位于首尔以南约 60 公里的平泽市的芯片生产基地，并会见半导体部门高管和代工业 务负责人。这将是苏姿丰自2014年上任以来首次访问韩国。行业观察人士表示，预计两家公司将讨 论代工领域的合作，包括将三星电子的产能用于AMD的下一代人工智能芯片的措施。苏姿丰还可能会 见三星电子会长李在镕。（新浪财经） 2.【英伟达与英飞凌扩大合作，聚焦物理AI与人形机器人】英飞凌科技(Infineon Technologies)表 示，已扩大与英伟达(Nvidia)的合作，重点关注物理人工智能(AI)和人形机器人领域。这家德国芯片制 造商周一晚间表示，计划将其技术与英伟达的AI、机器人和模拟平台相结合，以帮助设计和部署人形 机器人。该公司表示，英飞凌还将加入英伟达的AI系统检测实验室，以检验稳健的硬件和软件安全基 础的设计。该芯片制造商称，两家公司希望帮助开发人员更快地验证设计，推动人形机器人从实验室 试点走向现实场景应用，并在工业环境中实现从原型到机群的规模化部署。此次合作是在双方去年8 月宣布的合作基础上更进一步。（ ...

Group 1 - AMD CEO Lisa Su is scheduled to visit Samsung's chip production site in Pyeongtaek, South Korea, to discuss expanding cooperation beyond memory into foundry manufacturing [1] - The visit will include meetings with key Samsung executives, including Jun Young-hyun, head of Samsung's chip division, and Han Jin-man, head of Foundry Business [1] - Samsung has been supplying high-bandwidth memory 3E (HBM3E) chips for AMD's latest artificial intelligence accelerators since last year, indicating a strong existing partnership in memory chips [1] Group 2 - Following the site visit, Lisa Su is expected to have a dinner meeting with Samsung Electronics Chairman Jay Y. Lee, further emphasizing the importance of the relationship between the two companies [1]

要闻提示 NEWS REMIND 1.为何停售初代小米SU7？雷军：不想背刺老车主 2.华为渠道服突发大规模封号！成年玩家无辜躺枪，客服回应：请重新登陆 3. AI大厂月薪3w疯抢文科生！网友：拯救了文科就业率 4.周鸿祎：决定启动360安全龙虾全国巡装计划 5.传地平线芯片研发负责人陈鹏即将离职 6.阿里正推进一项内部计划：向员工提供Token额度，鼓励使用AI工具工作 7.三星将停售首款三折叠手机！上市仅3个多月，曾在中国市场遭抢购 8.遣散费近40亿！PC巨头裁员11000人 今日头条 HEADLINE NEWS 为何停售初代小米SU7？雷军：不想背刺老车主 3月17日消息，小米创始人、董事长兼 CEO 雷军在其官方微博账号发布《新一代 SU7 雷军答网友问（第 二集）》。在回应"为什么这么早停售第一代 SU7，不担心销量吗？"时，雷军表示，"（停售）确实对我 们前三个月的销售产生了影响，但我们不想背刺老用户。"除了停售相关问题，雷军在视频中还回应了诸 多大众关注的话题。 谈及小米汽车过去两年的发展历程，他用"跌宕起伏、冰火两重天"来概括，坦言小米造车所取得的成绩远 超预期，但同时也收到了大量批评与质疑 ...

机构认为，静待市场企稳后，有望破局。 【财经日历】 美国2月PPI 加拿大央行公布利率决议 财报发布：腾讯控股、微博 ►►3月17日，外交部发言人林剑主持例行记者会。有记者问：此前有媒体表示，特朗普称如果中国不在霍尔木兹海峡护航问题上提供协助，他将推迟访 华。请问中方有何回应？对此，林剑表示，我们注意到美方已就媒体的不实报道公开作出澄清，表示有关报道是完全错误的，强调访问与霍尔木兹海峡通航 问题无关。 ►►近日，国家发展改革委推出了新一批13个标志性重大外资项目，计划投资额134亿美元。新入选项目主要集中在制造业，包括电子制造、化工、汽车、 机械等，促进产业集群加速发展。今年，首次将物流项目纳入新一批标志性重大外资项目清单，继续支持生物医药等领域研发中心项目，释放出我国加大对 服务业支持，推动现代服务业和先进制造业深度融合的积极信号。此外，投资来源地更加多元，包括英国、德国、瑞士、瑞典、土耳其等国跨国企业。 ►►证监会3月17日消息，近日，证监会核准新一批硬科技主题基金产品，共计15只产品同日获批，产品主要为跟踪双创人工智能指数的被动基金，和以中 国战略新兴产业成份指数为基准的主动基金。本批产品聚焦核心科技、 ...

AI is reshaping cybersecurity for attackers and defenders. Meghana Patwardhan shares how AI can help spot threats like deepfakes and keep protection local, so sensitive data doesn’t have to leave the device. Discover more: https://www.amd.com/en/products/processors/business-systems.html Follow us on AMD Enterprise LinkedIn: https://www.linkedin.com/showcase/amd-enterprise/ Follow us on AMD Channel Partner LinkedIn: https://www.linkedin.com/showcase/amd-channel-partners/ *** Subscribe: https://bit.ly/Subscri ...

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Group 1 - Advanced Micro Devices (NASDAQ:AMD) is included in Cathie Wood's 2026 Portfolio as one of the 10 best stocks to buy, despite ARK reducing its stake by 16% in Q4, ending with $551.4 million in shares [1] - AMD shares have decreased by approximately 11% year-to-date, but analysts view this as a buying opportunity due to significant AI partnerships with companies like Meta, OpenAI, and Oracle, targeting a revenue CAGR of about 35% through the decade [2] - The company anticipates a 32% year-over-year revenue growth for Q1, with a forward P/E ratio around 31, which has dropped more than 50% from its peak in late 2025 [2] Group 2 - As of December, 132 hedge funds held stakes in AMD, an increase from 115 in the previous quarter, indicating growing institutional interest [3] - White Falcon Capital Management highlighted AMD's transformation under CEO Lisa Su, noting its rise as a high-performance computing leader and its market share gains against Intel, projecting $10 EPS for FY2027E and over $20 EPS by 2030E, suggesting a potential stock price of $400+ in a few years [3]

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