Core Insights - AMD's long-term investment in chiplets and adaptive computing is beginning to yield results, which the broader market has been slow to recognize [1] Group 1: Company Developments - AMD's Q2 product roadmap highlights advancements in its technology strategy, particularly in chiplet architecture [1] - The company's focus on adaptive compute is positioning it favorably in the competitive semiconductor market [1] Group 2: Market Context - The overall market has not fully acknowledged the significance of AMD's innovations, indicating potential for future growth as awareness increases [1]

公众号记得加星标⭐️，第一时间看推送不会错过。 来 源：内容 编译自 semiwiki 。 根据 WSTS 的数据，2025 年第二季度全球半导体市场规模为 1800 亿美元，较 2025 年第一季度增 长 7.8% ， 较 2024 年 第 二 季 度 增 长 19.6% 。 2025 年 第 二 季 度 是 连 续 第 六 个 季 度 同 比 增 长 超 过 18%。 下表按收入列出了排名前二十的半导体公司。该名单包括在公开市场上销售器件的公司，不包括台积 电等代工公司以及仅生产供内部使用的半导体的公司，例如苹果。大多数情况下，收入指的是公司整 体收入，其中可能包含一些非半导体收入。如果单独列出收入，则使用半导体收入。 根据英伟达预测，其2025年第二季度营收将达到450亿美元，因此仍是全球最大的半导体公司。存储 芯片制造商三星和SK海力士分列二三位。博通排名第四，长期占据榜首的英特尔则跌至第五。 大多数公司报告称，2025 年第二季度的收入较第一季度稳健增长，加权平均增幅为 7%。存储器公 司增幅最大，SK 海力士增长 26%，美光科技增长 16%，三星增长 11%。非存储器公司中，收入增 幅最大的是微 ...

来源 ：内容 编译自 tomshardware 。 公众号记得加星标⭐️，第一时间看推送不会错过。 今年上半年，AMD 在台式电脑和服务器 CPU 市场继续从英特尔手中夺取份额，但其在移动 CPU 市 场 的 地 位 却 比 去 年 下 半 年 明 显 减 弱 。 然 而 ， 就 营 收 份 额 而 言 ， AMD 完 全 有 理 由 庆 祝 ， 因 为 根 据 Mercury Research最近发布的 AMD 数据，其 2025 年第二季度的业绩与去年同期相比取得了惊人的 增长。 | | 2025 Q2 | | | 2025 Q1 | | 2024 Q2 | Unit Share | | Revenue | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | AMD Share | | | | | | | Change | | Share* Change | | | Summary - Finals | Current Quarter | | | Prior Quarter | | Year Ago Quarter ...

Nvidia and AMD have found themselves caught in the middle of a US-China chips showdown. What do we know so far and what’s next as both countries race toward AI supremacy?Join us for a Live Q&A on Aug. 14 at 9:30 p.m. EDT / Aug. 15 at 9:30 a.m. HKTListen live: https://t.co/x3k6Y2OLv8 ...

Trump is letting Nvidia and AMD sell some AI chips to China if the US government gets 15% of the revenue. @sarahsholder and @JoeDeaux breaks down the deal and concerns over its legality on the Big Take podcast https://t.co/e1vy03yNRW https://t.co/L9YNqIwRfi ...

Trump is letting Nvidia and AMD sell some AI chips to China if the US government gets 15% of the revenue. @sarahholder and @JoeDeaux break down the deal and concerns over its legality on the Big Take podcast.🎙️ Listen now: https://t.co/CDKZEjxWqv https://t.co/6C0VEbMD9m ...

Trump is letting Nvidia and AMD sell some AI chips to China if the US government gets 15% of the revenue. @sarahholder and @JoeDeaux break down the deal and concerns over its legality on the Big Take podcast. https://t.co/YGfJAYnxp2 ...

周四，美国科技股七巨头指数涨0.44%，报191.06点，时隔一个交易日再创收盘历史新高。亚马逊收涨 2.86%，谷歌A、微软、Meta Platforms、英伟达至多涨0.49%，苹果则收跌0.24%，特斯拉跌1.12%此 外，礼来制药收涨3.62%，巴菲特旗下伯克希尔哈撒韦B类股涨0.40%，台积电ADR则收跌0.18%，AMD 跌1.88%。 本文源自：金融界AI电报 ...

About this content About Angela Harmantas Angela Harmantas is an Editor at Proactive. She has over 15 years of experience covering the equity markets in North America, with a particular focus on junior resource stocks. Angela has reported from numerous countries around the world, including Canada, the US, Australia, Brazil, Ghana, and South Africa for leading trade publications. Previously, she worked in investor relations and led the foreign direct investment program in Canada for the Swedish government ...

In today's AI enhanced vehicles, ADAS systems are enhancing safety and driver experience. They use data from various sensors like cameras, radar and LiDAR. and process and analyze them to enable features such as collision avoidance, automated driving parking assist, driver and passenger monitoring, object and sign detection and identification, and so on.Now, looking in the future. Real time sensing and communication will be vital for orchestrating ADAS seamlessly across interconnected vehicles and roadway i ...