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AMD:台积电虽好,但并非唯一选择
半导体芯闻· 2025-05-20 11:00
Core Viewpoint - AMD is focusing on expanding its market share in South Korea by leveraging its performance and energy efficiency advantages in various sectors, including AI, cloud services, and telecommunications [1][2]. Group 1: Market Performance - In Q1 of this year, AMD's data center business grew by 57% year-over-year, achieving a market share of 40% in terms of revenue [1]. - AMD's total revenue for Q1 reached $7.44 billion (approximately 10.3 trillion KRW), surpassing the forecast of $7.13 billion by financial information company LSEG [1]. Group 2: Product Strategy - AMD plans to expand its product line with the "EPYC 4005" series aimed at small and medium-sized enterprises, focusing on energy efficiency and cost-effectiveness [2]. - The next-generation "EPYC" processor, codenamed Venice, is set to be launched next year and will utilize TSMC's 2nm process technology, marking the first use of N2 technology in high-performance computing (HPC) chips [2][3]. Group 3: Collaboration and Development - AMD is developing the new processor with a focus on optimal watt efficiency and semiconductor performance, maintaining a long-term partnership with TSMC while remaining open to collaborations with other companies [3].