美国商务部长卢特尼克宣称，美国将为芯片工厂培训500万美国工人，试图在特朗普第二任期内生产500 万片晶圆。 美光科技目前涨4.4%，Arm控股涨2.2%，应用材料、微芯科技、台积电ADR、意法半导体ADR、阿斯 麦ADR、德州仪器、泰瑞达、半导体ETF等涨超1%，AMD则跌0.3%，超微电脑跌2.6%，纳微半导体跌 5.6%。 ...

Core Viewpoint - David Tepper's hedge fund, Appaloosa Management, has sold its position in Advanced Micro Devices (AMD) and initiated a position in Broadcom, indicating a strategic shift towards companies involved in AI infrastructure [1][3]. Group 1: AMD Position - Appaloosa has been gradually reducing its AMD shares, from 1.6 million in Q1 2024 to zero by Q1 2025, with only a minor purchase in Q4 2024 [5]. - AMD is facing challenges with decelerating core businesses and significant competition from Nvidia in the data center chip market, despite upcoming new chipsets [6][7]. - The unpredictability of AMD's growth prospects may have influenced Tepper's decision to exit the position [7]. Group 2: Broadcom Position - Broadcom operates 26 different business units and specializes in supplying network equipment essential for AI data centers, making it a diversified operation [9]. - The company has announced a $10 billion share repurchase program, suggesting management believes the stock is undervalued and is optimistic about future growth [10]. - Broadcom is in the early stages of monetizing assets from its VMware acquisition, presenting a unique opportunity in the AI infrastructure market [11]. Group 3: Investment Outlook - Broadcom's stock is trading at a forward price-to-earnings (P/E) multiple of 36.4, which is not considered a bargain, but the recent price action may present a savvy investment opportunity [12]. - The overall trend of rising AI capital expenditures is expected to benefit Broadcom and its various business units, indicating a multiyear growth tailwind [14]. - The company's growth phase is viewed as still in the early innings, making Broadcom stock an attractive buy at this time [14].

在AMD发布的官方新闻稿中，公司明确表示，收购Brium是其践行"构建高性能、开放式AI软件生态系统，赋能开发者并推动技术创新"承诺的关键一步。分 析指出，尽管AMD近年来在AI硬件领域持续发力，推出了Instinct系列GPU等具备强劲性能的产品，但长期以来，行业内大部分AI软件均针对英伟达硬件架 构设计，这一现状成为制约AMD进一步拓展市场的主要瓶颈之一。 值得关注的是，Brium官网于2024年11月发布的一篇评论文章中，曾深入探讨行业对英伟达的依赖问题，并特别提到AMD Instinct GPU虽然具备强大性能参 数，但由于现有市场产品负载普遍针对英伟达GPU进行的深度优化，实际应用中难以充分释放硬件潜力。该公司强调，其技术研发方向始终致力于实现AI 模型在多元硬件架构上的高效推理，这与AMD当前的战略需求高度契合。 据悉，此次收购是AMD近两年来实施的第四次同类战略并购。此前，该公司已先后完成对Silo AI（2024年7月）、Nod.AI（2023年10月）和Mipsology （2023年8月）等企业的收购，持续加码开源AI生态系统建设。（纯钧） 【环球网科技综合报道】6月5日消息，半导体行业巨 ...

苏姿丰见证了科技界最令人瞩目的转型之一，带领AMD从濒临破产的境地走向行业前沿。她将这 一成功归功于自己的求知欲，并鼓励学生们保持开放的心态，迎接意外的到来。 "职业生涯很大程度上取决于机遇，"苏说道。"我早期职业生涯的一大优点是，我很幸运，老板们 总是问我：'你长大后想做什么？'我的回答是：'我不知道。让我想想……'这种在每一步中学习的 能力，才是真正帮助我走向职业发展的。" 在巨变的时刻，这种视角让她受益匪浅。"过去18个月里，我学到的东西令人难以置信，"苏姿丰 说道，"每天，我都在学习一些关于[人工智能]未来应用的新知识。" 苏 向 下 一 代 领 导 者 传 递 了 乐 观 的 讯 息 。 " 你 们 非 常 幸 运 ， 因 为 我 认 为 你 们 正 处 于 一 个 浪 潮 的 开 端，"苏建议听众。"要敢于梦想。现在正是拥有远大、大胆、无畏的梦想并追逐梦想的时候。" 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 stanford 。 苏姿丰是超微半导体公司（AMD）董事长兼首席执行官，她领导着全球最具影响力的科技公司之 一，是高性能计算领域的先驱，也是为从电脑到超级计算机等各种设备 ...

Core Viewpoint - Advanced Micro Devices (AMD) is experiencing positive stock performance and is preparing for an upcoming earnings disclosure, with mixed expectations for earnings and revenue growth. Group 1: Stock Performance - AMD closed at $118.58, reflecting a +1.08% increase from the previous day, outperforming the S&P 500's daily gain of 0.01% [1] - Over the past month, AMD shares gained 18.95%, significantly surpassing the Computer and Technology sector's gain of 7.95% and the S&P 500's gain of 5.2% [1] Group 2: Earnings Expectations - The upcoming EPS for AMD is projected at $0.60, indicating a 13.04% decline compared to the same quarter last year [2] - Revenue is expected to reach $7.41 billion, representing a 27% increase from the year-ago quarter [2] Group 3: Fiscal Year Projections - For the entire fiscal year, earnings are estimated at $4.02 per share, reflecting a +21.45% change from the previous year [3] - Revenue for the fiscal year is projected at $31.78 billion, indicating a +23.24% increase from the prior year [3] Group 4: Analyst Estimates and Rankings - Recent changes to analyst estimates for AMD suggest positive short-term business trends, which are generally viewed as favorable for the company's outlook [4] - The Zacks Rank system currently rates AMD at 3 (Hold), with a recent 11.93% decrease in the consensus EPS estimate over the last 30 days [6] Group 5: Valuation Metrics - AMD is trading at a Forward P/E ratio of 29.21, which is higher than the industry average of 17.85, indicating a premium valuation [7] - The company has a PEG ratio of 1.19, compared to the industry average PEG ratio of 1.89, suggesting a more favorable growth expectation relative to its price [8] Group 6: Industry Context - The Computer - Integrated Systems industry, which includes AMD, ranks 43 in the Zacks Industry Rank, placing it in the top 18% of over 250 industries [9]

Shares of Advanced Micro Devices (AMD 1.14%) were moving higher last month after the chipmaker posted better-than-expected results in its first-quarter earnings report, signed a deal with a Saudi Arabian artificial intelligence (AI) start-up, and benefited from the broader recovery trend in the market as investors seemed to look past tariff concerns.As a result, AMD finished the month up 14%, according to data from S&P Global Market Intelligence. As you can see from the chart, most of the stock's gains came ...

AMD’s latest acquisition could help reduce Nvidia’s market dominance when it comes to AI hardware.Semiconductor giant AMD on Wednesday announced it acquired AI software optimization startup Brium. Terms of the deal were not disclosed. Brium is a startup that appears to be in stealth mode. The startup builds machine learning applications to enable AI inference, the process a trained AI model uses to draw conclusions from new data, across a variety of different hardware options, according to a blog post on B ...

Summary of Advanced Micro Devices (AMD) 2025 Conference Company Overview - **Company**: Advanced Micro Devices (AMD) - **Event**: BFA Tech Conference - **Date**: June 03, 2025 Key Points Industry and Market Dynamics - The semiconductor industry is experiencing significant transformation, particularly in the AI segment, with AMD positioning itself as a key player in high-performance computing [2][4][13] - AMD's journey towards AI has been marked by the launch of the MI 300 in December 2023, which generated over $5 billion in revenue in its first year [4][6] Financial Performance - AMD reported a **36% year-over-year revenue increase** in Q1 2025, with data center revenue up **57%** and client gaming revenue up **28%** [6] - Earnings per share increased by **55%** [6] - Despite challenges, AMD expects Q2 revenue to be around **$7.4 billion**, reflecting a **27% year-over-year increase** despite a **$700 million** revenue impact from export license requirements [8][11] Product Development and Launches - AMD is set to launch the MI 350 on June 12, 2025, which is expected to significantly enhance inference performance by **35 times** compared to previous generations [12][17] - The company is on track for the MI 400 generation launch next year, indicating a strong product roadmap [12][13] Customer Engagement and Market Strategy - AMD is focusing on expanding its customer base and enhancing engagement with existing customers, particularly in the AI and data center markets [12][29] - The company is prioritizing complex AI models and applications, leveraging its competitive advantages in inferencing [24][25] Challenges and Risks - Export license requirements have impacted AMD's revenue, particularly in the data center GPU business, leading to a more cautious outlook for the second half of 2025 [7][11] - The company is mindful of macroeconomic uncertainties and tariff issues, which could affect client business performance [53][55] Gross Margin Outlook - AMD anticipates modest gross margin improvement in the second half of 2025, driven by a mix of server and commercial business, despite the dilutive effect of data center GPUs [62][64] - The embedded business is expected to strengthen, contributing positively to gross margins in the future [65] Software and System Solutions - AMD is investing in its software stack, aiming to become the preferred choice for open-source AI deployment [36][38] - The company is enhancing its system-level solutions, integrating CPU, GPU, and networking capabilities to provide comprehensive offerings to customers [40][41] Competitive Landscape - AMD is focused on maintaining its competitive edge in the general-purpose GPU market, particularly as AI models evolve rapidly [26][27] - The company is also addressing the need for system-level design and manufacturability through strategic acquisitions and partnerships [45][47] Conclusion - AMD is positioned for growth in the AI and high-performance computing markets, with a strong product roadmap and financial performance. However, it faces challenges from export regulations and macroeconomic uncertainties that could impact its outlook for the second half of 2025. The focus on software and system solutions will be critical for sustaining competitive advantages in a rapidly evolving industry.

美股上涨 6月3日晚间，美股开盘后的前30分钟内，三大指数一度震荡，随后集体上扬。截至发稿，道指涨150 点，纳指涨约0.8%，标普500指数涨约0.5%。 消息面上，美国职位空缺意外增加，缓解了人们对经济风险（源于特朗普总统的关税战）下股市涨势过 快的担忧。 美国劳工部周二公布的数据显示，美国4月职位空缺意外增加，增幅较为广泛，同时招聘活动有所回 升，表明尽管经济不确定性上升，对劳动力的需求依然保持强劲。 根据劳工统计局数据，4月可用职位数量从经修正的3月的720万个上升至739万个，超出经济学家预期的 710万个。 【导读】美股上扬，美联储官员预计今年降息一次 中国基金报记者 泰勒 大家好，今晚继续关注下海外市场的消息。 职位空缺的增加，加上持续的招聘和低失业率，支持了美联储关于劳动力市场"状况良好"的判断。然 而，失业者重新就业所需的时间在拉长，经济学家预计，随着特朗普的关税措施持续施压，未来几个月 劳动力市场将出现更明显的疲软。 到目前为止，这种疲软尚未体现在数据中，这也支持了美联储目前维持利率不变的政策立场。政策制定 者和经济预测人士将密切关注本周五即将发布的5月就业报告，以判断劳动力市场是否有放缓 ...

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 eenewseurope 。 四十年前，一种可以在工程师的办公桌上进行逻辑编程的革命性设备问世了。 Xilinx 开发的现场可编程门阵列 (FPGA) 使工程师能够将包含自定义逻辑的比特流下载到桌面编 程器中立即运行，而无需等待数周才能从晶圆厂返回芯片。而且，如果出现错误或问题，也可以立 即对设备进行重新编程。 AMD（该公司于2022年收购了赛灵思）产品、软件和解决方案副总裁柯克·萨班（Kirk Saban）告 诉eeNews Europe："我从1999年开始从事FPGA编程，至今已涉足FPGA领域27年。它可能是鲜 为 人 知 的 半 导 体 类 型 之 一 。 人 们 知 道 什 么 是 CPU ， 随 着 人 工 智 能 的 发 展 ， 人 们 也 知 道 什 么 是 GPU，但对FPGA的了解却较少。" 第一颗芯片 XC2064 于 1985 年 6 月问世，但这当然是经过了多年的研发，以及当年早些时候的 设计和流片。它拥有 600 个门电路和 64 个可配置逻辑块，运行频率为 70MHz。但这是一个巨大 的进步，让这款芯片载入了半导体 ...