柯蒂斯强调，结束亚洲之行后，对AMD前景的乐观情绪进一步升温。其即将推出的Venice服务器CPU预 计将推动AMD在服务器CPU市场的份额每年增长超500个基点。尽管在AI芯片量产节奏方面，ODM厂 商未带来显著利好，但OpenAI宣布成为AMD主要客户后，到2030年，有望通过部署6GW计算能力带来 800亿至1000亿美元收入，这将极大改写市场预期。OpenAI正持续扩张AI算力版图，计划从英伟达 (NVDA.US)、AMD及博通(AVGO.US)采购设备以支撑其算力需求。 受此利好推动，AMD股价在周一收盘时飙升23.7%，周二盘前交易中继续上涨1.98%。 智通财经APP获悉，在周一的交易中，半导体公司AMD(AMD.US)因与微软支持的OpenAI达成大规模基 础设施交易引发市场强烈反响，Jefferies将AMD评级从"持有"上调至"买入"，目标价更由170美元大幅调 升至300美元。以布莱恩·柯蒂斯为首的Jefferies分析师团队在投资者报告中指出，此次合作有望在未来 四年内为AMD带来超过1000亿美元的收入，涵盖来自OpenAI、新客户及现有客户的增量业务。 ...

Group 1 - TSMC's Arizona plant has secured a significant order from AMD, which will shift its EPYC server production from Samsung to TSMC's 4nm process [1] - Major tech companies like Apple and NVIDIA have also announced plans to utilize TSMC's Arizona facility for chip production [1] - AMD's upcoming sixth-generation EPYC processors will be produced using TSMC's 2nm technology, making AMD the first high-performance computing (HPC) client for TSMC's 2nm process [1] Group 2 - AMD had previously collaborated closely with Samsung on the SF4X process for various products, including EPYC CPUs, Ryzen APUs, and Radeon GPUs, but it is unclear if this partnership has ended entirely [2] - Samsung's need to establish a reputation in the semiconductor industry makes AMD's withdrawal a significant setback for the South Korean company [2] - AMD is also working with TSMC to produce the "Venice" server CPU using 2nm technology and is focused on the Ryzen 9000 series consumer CPUs [2]