目前美国的很多项级芯片企业，都是华人掌舵了。 比如AMD是苏姿丰，英特尔是陈立武，英伟达是黄仁勋，博通是陈福阳…… 并且，很多企业之前都陷入了困境，后来经华人CEO掌舵后，再翻身的。 据称，Intel 14A相比于上一代的18A，每瓦特性能提高15-20%、功耗降低25-35%、晶体管密度提升达30%。 比如AMD之前有多惨，连续亏损，都快要没了，苏姿丰掌舵后，大刀阔斧的改革，然后专注研发，推出了Zen架构，再与台积电合作，一脚踢开格方罗德代 工，然后翻身了。 博通在陈福阳掌舵后，也是业绩大涨，市值也是一路高涨，如今1.6万多亿美元，排在全球第7名，这也是华人的功劳啊。 而英特尔，在陈立武掌舵后，似乎也要翻身了。 之前英特尔CPU越来越不好卖，被AMD抢走太多市场份额，GPU业务也是差劲的很，然后在芯片代工上，也是越陷越深，前后亏了上千亿美元，还技术非 常烂，没有人找英特尔代工。 最后CEO没办法，下台了，换上了陈立武上来，他也是一位华人。 陈立武上台后，也是大刀阔斧改革，比如砍掉一些不赚钱的边缘业务，聚焦自己的主业。然后在晶圆代上，也是收割战线，不再盲目投资。 这不，在他上台后，英特尔的业绩有所好转了。 近 ...

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Financial Data and Key Metrics Changes - AMD reported a net revenue growth of 14% to $25.8 billion for 2024, achieving record annual revenue while expanding gross margin and increasing profitability year over year [34][35] - The data center segment revenue grew 94% year over year to $12.6 billion, significantly contributing to overall revenue growth [35] - The client segment revenue reached $7.1 billion, up 52% year over year, indicating strong performance in the client business [40] Business Line Data and Key Metrics Changes - Data center products, including AMD EPYC and AMD Instinct, accounted for nearly 50% of annual revenue, nearly doubling year over year [34] - The gaming segment revenue declined 58% year over year to $2.6 billion, attributed to inventory normalization in the game console business [42] - The embedded segment revenue also declined to $3.6 billion, but stabilization is expected in 2025 with anticipated year-over-year growth in the second half of the year [43][44] Market Data and Key Metrics Changes - AMD's cloud business now has over 1,000 EPYC cloud instances, with significant share in first-party workloads at major hyperscale customers [35] - The company powers 50% of the world's fastest supercomputers, including the top two, showcasing its strong position in the HPC market [36] - Design wins across market segments reached over $14 billion, up 25% year over year, indicating strong demand for AMD's products [45] Company Strategy and Development Direction - AMD aims to strengthen its leadership in high-performance computing across data centers, PCs, gaming, and embedded devices, with a focus on AI as a transformational technology [33][46] - The acquisition of ZT Systems is seen as strategic for enhancing AI solutions and accelerating time to market for upcoming products [38] - The company plans to continue investing in R&D, sales, and marketing while also returning capital to shareholders through share repurchases [54] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about growth trajectories, emphasizing the importance of investing in R&D and supply chain capabilities [58][59] - The leadership team is confident in AMD's ability to become a leading AI company, leveraging its strong product roadmap and customer relationships [61][62] - The company anticipates significant opportunities in AI and plans to launch new products, including the MI 350 series, in the near future [52] Other Important Information - AMD's Board of Directors approved a new share repurchase authorization of $6 billion, bringing the total available for repurchases to $10 billion [54] - The company reported a strong balance sheet and commitment to long-term shareholder returns [55] Q&A Session Summary Question: What is AMD's philosophy on driving total shareholder returns over the long term? - AMD focuses on growing revenue and profitability while investing in R&D and supply chain capabilities, with share repurchases being a part of their capital allocation strategy [58][59] Question: What makes AMD confident in becoming a leading AI company? - AMD's history of strong product roadmaps, combined with investments in high-performance computing and AI capabilities, positions the company well for future growth in the AI sector [61][62]