苏姿丰表达35%增速

Core Viewpoint - AMD is expected to achieve a "double-digit" market share in the data center AI chip market within the next three to five years, driven by the insatiable demand for AI chips, leading to an overall revenue growth rate of approximately 35% annually [1] Group 1: Revenue Growth and Market Share - The data center AI business is projected to contribute to 80% of the growth, with sales expected to reach hundreds of billions of dollars by 2027 [1] - Currently, AMD's growth rate for the first three quarters is 34.4%, indicating that the projected 35% growth rate is higher than the current performance [1] - AMD's GPU market share is currently below 7%, but the company anticipates achieving a "double-digit" market share in the near future [1] Group 2: CPU Performance and Market Position - AMD's CPU segment is experiencing significant growth, with the Zen 6 expected to see large shipments in the second half of next year, utilizing TSMC's 2nm technology [1] - AMD is becoming the preferred CPU for major manufacturers adapting their own ASIC acceleration chips, indicating a potential for further market share expansion, particularly at the expense of Intel [1] - AMD holds an 80% dominant position in the desktop segment and is expected to reach a 40% market share in the server segment this year [1]