AMD(AMD.O) CEO：推出MI350和MI355芯片；MI400芯片将在明年推出。 ...

AMD公司的CEO表示，AI芯片市场的规模到2028年将超过5000亿美元。 推理芯片市场的增速甚至会更 迅猛。 ...

June 12, 2025 产业洞察 根据TrendForce集邦咨询最新调查，2025年第一季因国际形势变化促使终端电子产品备货提前启动， 以及全球各地兴建AI数据中心，半导体芯片需求优于以往淡季水平，助力IC设计产业表现。 第一季 前十大无晶圆IC设计业者营收合计季增约6%，达774亿美元，续创新高。 在AI数据中心领域， NVIDIA（英伟达） 主要受惠于Blackwell新平台逐步放量，2025年一至三月营 收突破423亿美元，季增12%，年增达72%，维持营收第一。尽管其H20发展受限，将导致该公司于第 二季认列亏损，然单价较高的Blackwell将逐季取代Hopper平台，有助降低财务冲击。 联咏 第一季得益于中国大陆的消费补贴政策，以及部分客户因关税提前拉货，营收成长至8.2亿美元 以上，季增6%。 豪威集团(韦尔股份) 因第一季适逢智能手机淡季，营收季减2%，为7.3亿美元。但该公司在图像传感 器和汽车电子领域进展显著，主要因为本土电动车品牌增加使用摄影镜头支持智能驾驶系统，利好其 车用CIS业务。 芯源系统 第一季受惠于AI数据中心带来庞大电源控制器需求，其运算与存储部门业务大幅增长，整 体 ...

Advanced Micro Devices, Inc. AMD and Cisco Systems, Inc. CSCO shares are higher in Wednesday's extended trading session after The Information reported the companies will invest in a Saudi AI-related cloud project. Last month, Cisco and AMD announced they will be joining HUMAIN's alliance to build Saudi Arabia's future AI infrastructure.Read Next: Nvidia’s Jensen Huang Sparks Quantum Stock Frenzy"The Gulf region’s AI revolution is truly impressive, and Cisco is proud to play a key role in ensuring it is impl ...

沙特为其云项目接触思科和AMD。（The Information） ...

Key Takeaways AMD's Q1 data center revenue rose 57.2% to $3.674B, driven by EPYC processor adoption. Fifth-gen EPYC and Instinct AI accelerators gained traction across hyperscalers and enterprises. Nokia adopted EPYC 9005 chips to boost 5G performance and energy efficiency on its cloud platform.Advanced Micro Devices (AMD) is benefiting from its strong presence in the data center market, which is driven by the widespread adoption of its EPYC processors. In the first quarter of 2025, data center revenues ...

The semiconductor sector is regaining momentum, with stocks like Nvidia (NASDAQ: NVDA) rallying as part of a broader push to reclaim their strong performance from early 2024. Recent strength in the sector follows the conclusion of key trade negotiations between the United States and China. Investors are optimistic that the outcome may lead to eased restrictions on semiconductor exports, a development that could significantly benefit companies in the space.Several exchange-traded funds (ETFs) present a timel ...

*Stock prices used were the after-market prices of June 9, 2025. The video was published on June 9, 2025. In today's video, I discuss recent updates impacting Nvidia (NVDA 0.86%) and other semiconductor companies. To learn more, check out the short video, consider subscribing, and click the special offer link below. ...

Português Deutsch العربية Français FX Empire Logo English check-icon Italiano Español Important DisclaimersThe content provided on the website includes general news and publications, our personal analysis and opinions, and contents provided by third parties, which are intended for educational and research purposes only. It does not constitute, and should not be read as, any recommendation or advice to take any action whatsoever, including to make any investment or buy any product. When making any financial ...

Ashvattha will present Phase 2 data on migaldendranib, a subcutaneous therapy for DME and wet AMD, which could offer a more patient-friendly alternative to current injection-based treatments Company is exploring new technology to normalize VEGF expression, potentially enhancing both safety and efficacy of treatments for retinal and other diseases REDWOOD CITY, Calif., June 10, 2025 (GLOBE NEWSWIRE) -- Ashvattha Therapeutics (“Ashvattha”), a clinical-stage company advancing a new class of nanomedicine therap ...