（文章来源：证券日报） 证券日报网讯中天精装9月18日在互动平台回答投资者提问时表示，公司参股企业深圳远见智存科技有 限公司聚焦高带宽存储芯片（HBM）领域，目前HBM2/2e产品已完成终试，正在推动量产和升级； HBM3/3e处于研发阶段，已完成前期预研和部分设计工作。公司将持续关注参股企业经营发展情况，如 涉及对外投资重大进展、其他对公司有重大影响的事项，将及时履行信息披露义务。 ...

Group 1: Financial Performance - AMD reported a record revenue of $7.67 billion for Q2, maintaining over 30% year-on-year growth, although net profit decreased by 31% year-on-year and 50% quarter-on-quarter [1][2] - The company's gross margin fell by 10 percentage points to 43%, with earnings per share (EPS) down 30% year-on-year [2][4] - AMD's data center revenue for the quarter was $3.2 billion, aligning with average expectations, but was impacted by U.S. government restrictions on the MI308 data center GPU [4][5] Group 2: Market Reaction and Stock Performance - Following the earnings report, AMD's stock price dropped over 5% in after-hours trading, indicating that the current situation is insufficient to sustain the stock's previous gains [1][2] - Since the beginning of the year, AMD's stock has risen over 40%, and it has rebounded approximately 120% from its year-to-date low [1][4] Group 3: Product Developments and Future Outlook - AMD launched the Instinct MI350 series GPU in June, with the MI355X expected to be released later this year, showing performance comparable to NVIDIA's B200 chip [5] - The company anticipates strong demand for its Epyc processors, which is expected to offset the negative impacts from restrictions on shipments to China [4][5] - AMD's CEO expressed optimism about the company's position compared to 90 days prior, highlighting the potential of new products and AI opportunities [4][5]

国芯网[原:中国半导体论坛] 振兴国产半导体产业！ 不拘中国、 放眼世界 ！ 关注 世界半导体论坛 ↓ ↓ ↓ 4月30日消息，三星发布Q1财报， 由于 美国出口管制导致高端芯片销量下滑，三星半导体利润暴跌42%！ 财报显示，三星电子Q1营收为79.1万亿韩元，同比增长10%，分析师预测为78.1万亿韩元，刷新了单季销 售额记录；营业利润为6.7万亿韩元，同比增长1.5%，分析师预测为6.4万亿韩元；净利润同比增长22%， 为8.2万亿韩元。 分部门业务来看，负责芯片业务的设备解决方案（DS）部门，Q1销售额为25.1万亿韩元，营业利润为1.1 万亿韩元，同比下降42%。 三星电子称，芯片部门营业利润下降主要因为平均售价下降，并且美国出口管制导致高带宽存储芯片 （HBM）销量下滑；同时，一些客户推迟了订单，以等待即将推出的增强型HBM3E产品。 三星电子表示，"由于最近全球贸易环境恶化和宏观经济的不确定性增加，例如经济增长放缓，很难预测 未来的表现"，并补充说，"我们计划继续采取各种措施来确保增长。 三星内存计划通过满足对 HBM3E 12 层改进产品的初始需求，并运营以服务器大容量产品为中心的业务， 加强其 ...