Dell and Workday could eclipse Intel's fading market cap in the near future. That could also make it an attractive alternative to Super Micro Computer, Dell's smaller rival in the server space, which carved out its own niche with its liquid-cooled AI servers. Dell has a market cap of $79.7 billion. However, from fiscal 2025 to fiscal 2028, analysts expect its revenue and earnings per share (EPS) to grow at a CAGR of 6% and 15%, respectively. Those are impressive growth rates for a stock that trades at 15 ti ...

如果您希望可以时常见面，欢迎标星收藏哦~ 在台式机领域，AMD 的份额比上一季度增加了 0.9 个百分点，比去年同期增加了 4.1 个百分点， 达到 28%，而英特尔的份额为 72%。 来源：内容 综合自 CRN 等 。 英特尔新任首席执行官陈立武周一表示，该公司在数据中心市场占有 55% 的份额。 然而，尽管英特尔第一季度在 x86 CPU 市场上相对于 AMD 的份额有所增加，但这一举措并未减 缓 AMD 在过去一年中的上升势头。 CPU追踪公司Mercury Research周四报告称，第一季度英特尔x86 CPU市场份额环比增长0.3个百 分点，达到75.6%，而AMD的市场份额为24.4%。不过，AMD的市场份额同比增长了3.6个百分 点。 这些数据仅涵盖了服务器、笔记本电脑和台式机 CPU 领域。如果将物联网和半定制产品纳入其 中，AMD 的 x86 市场份额环比增长 1.5 个百分点，同比增长 0.9 个百分点，达到 27.1%，而英 特尔的市场份额为 72.9%。 Mercury Research 总裁 Dean McCarron 在一封电子邮件中表示，AMD 在游戏机半定制芯片出货 量方面的 ...

Core Insights - Intel's first-quarter earnings report showed flat revenue year over year at $12.7 billion, exceeding analysts' estimates by $390 million, but adjusted EPS fell 28% to $0.13, despite beating consensus forecasts by $0.13 [1][2] - For the second quarter, Intel expects revenue to decline between 3% to 13% year over year, with an adjusted EPS of zero, missing the consensus forecast of $0.07 [2][4] - Intel's market share in the x86 CPU market has significantly declined from 82.5% in Q3 2016 to 58.2% in Q2 2025, while AMD's share increased from 17.5% to 40.3% during the same period [4][5] Company Performance - Intel's annual revenue decreased from $55.87 billion in 2014 to $54.23 billion in 2024, while its stock price fell 34% over the past decade, contrasting with the S&P 500's 160% increase [7] - AMD's stock surged 3,950% during the same period, driven by strategic leadership and engineering improvements [7] Strategic Direction - New CEO Lip-Bu Tan plans to enhance engineering capabilities, develop CPUs with integrated AI features, and expand the foundry business, dismissing rumors of selling its foundries or becoming a fabless chipmaker [8][9] - Intel aims to streamline operations and divest noncore assets, including the programmable chipmaker Altera, while ramping up its 18A process node for the Panther Lake CPU launch in late 2025 [9][10] Challenges Ahead - Intel's near-term outlook remains bleak, with expectations that new chips will not significantly boost revenue or profits [10] - The company plans to lay off around 20% of its staff to cut costs and is outsourcing some production to TSMC, raising concerns about its ability to recover [10][11] - Intel faces additional challenges from tariffs, export curbs, and competition from TSMC, complicating its recovery efforts against AMD [12] Competitive Landscape - Intel's losses in mobile, discrete GPU, and core CPU markets highlight deep-rooted issues, contrasting with AMD's consistent leadership under a single CEO [13] - Despite potential optimism from contrarian investors regarding Tan's leadership, there are currently no signs of recovery for Intel against AMD in the x86 CPU market [14]

AMD最广为人知的产品就是他们的X86 CPU。然而在过去，大部分读者熟悉的AMD CPU都是应 用在消费和数据中心市场的产品。但其实过去几年，该公司已经在嵌入式X86市场有了很广泛的投 入。 在早前的嵌入式世界大会（Embedded World 2025）上，AMD还推出了全新第五代AMD EPYC 嵌入式处理器"Embedded Turin"，扩展了公司x86嵌入式处理器产品组合，以继续履行公司向嵌入 式市场推出领先计算性能产品的承诺。 如果您希望可以时常见面，欢迎标星收藏哦~ "在过去七年的时间里，我们以非常稳定的节奏在推出相关的产品，履行我们的承诺，未来我们还 会在这个领域加大投入，进一步推出产品，以扩充我们x86嵌入式产品组合。"AMD嵌入式x86产 品管理高级产品经理Tarang Shah日前在一场交流会中告诉半导体行业观察。 嵌入式计算，两大需求 关于什么是嵌入式，维基百科这样写道： 嵌入式系统是一种嵌入机械或电气系统内部、具有专一功能和实时计算性能的计算机系统。嵌入式 系统常被用于高效控制许多常见设备，被嵌入的系统通常是包含数字硬件和机械部件的完整设备。 嵌入式系统的关键特性是处理特定的任务， ...

关注防走丢 英特尔(NASDAQ：INTC ) 的股价在过去几年里跌跌撞撞，从 2021 年年中的 62 美元跌至 2024 年 9 月的 18.90 美元低点。 尤其是 2024 年，股价在2024 年 8 月仅 一天就下跌了 30%。这一切都发生在不仅整个市场，而且尤其是半导体股都大幅上涨的时候。 唯一的例外是 AMD。 到 2025 年，情况将大不相同： 《华尔街日报》最近的报道引发了有关收购 英特尔的讨论。据称，博通正在考虑收 购英特尔的芯片设计和营销部门，而台积电正在考虑接管 英特尔的制造设施。-消息 来源 分析师认为，JD Vance 的几句话和未经证实的收购传闻远远不足以促成这样的反弹，尤其是考 虑到英特尔目前的状况。 解决这些挑战的办法（例如新的首席执行官和更好的市场环境）远比 一些收购传闻重要。尤其是因为我确信这些收购，尤其是台积电的收购，将很难获得批准。 目前英特尔在多个方面都处于劣势，英特尔在 CPU、GPU 和数据中心市场的市场份额正在不 断下降。 英特尔的 x86 CPU 市场份额下降，2024 年降至 75-80%，而 2023 年的市场份额为 82%。AMD 的市场份额增加到 2 ...