AMD 超微 · AMD

別名

繁中

超微 / 超微半導體

English

AMD / Advanced Micro Devices

近 30 日相關文章（30）

• An Interview with Ben Bajarin About Apple, AI, and Compute · 2026-06-11 · Stratechery by Ben Thompson
• Google Buys Compute From SpaceX, Broadcom’s Outlook, Apple’s AI Politics · 2026-06-08 · Stratechery by Ben Thompson
• The Nvidia AI PC, Project Solara, Microsoft AI · 2026-06-03 · Stratechery by Ben Thompson
• Memory Chips and China, Microsoft and Chinese Models · 2026-06-23 · Stratechery by Ben Thompson
• AMD in focus as it announces collaboration with 5C on gigascale AI campuses · 2026-07-09 · Seeking Alpha 市場要聞（免費 RSS）
• The Nvidia AI PC, Project Solara, Microsoft AI · 2026-06-03 · Stratechery by Ben Thompson
• Memory Chips and China, Microsoft and Chinese Models · 2026-06-23 · Stratechery by Ben Thompson
• An Interview with Ben Bajarin About Apple, AI, and Compute · 2026-06-11 · Stratechery by Ben Thompson
• Google Buys Compute From SpaceX, Broadcom’s Outlook, Apple’s AI Politics · 2026-06-08 · Stratechery by Ben Thompson
• Most S&P 500 tech stocks are 20% below their highs, while Micron and AMD lead XLK ratings · 2026-07-08 · Seeking Alpha 市場要聞（免費 RSS）
• An Interview with Ben Bajarin About Apple, AI, and Compute · 2026-06-11 · Stratechery by Ben Thompson
• Google Buys Compute From SpaceX, Broadcom’s Outlook, Apple’s AI Politics · 2026-06-08 · Stratechery by Ben Thompson
• The Nvidia AI PC, Project Solara, Microsoft AI · 2026-06-03 · Stratechery by Ben Thompson
• Memory Chips and China, Microsoft and Chinese Models · 2026-06-23 · Stratechery by Ben Thompson
• Why we stopped making land · 2026-07-07 · Marginal Revolution (Cowen / Tabarrok)
• Memory Chips and China, Microsoft and Chinese Models · 2026-06-23 · Stratechery by Ben Thompson
• An Interview with Ben Bajarin About Apple, AI, and Compute · 2026-06-11 · Stratechery by Ben Thompson
• Google Buys Compute From SpaceX, Broadcom’s Outlook, Apple’s AI Politics · 2026-06-08 · Stratechery by Ben Thompson
• The Nvidia AI PC, Project Solara, Microsoft AI · 2026-06-03 · Stratechery by Ben Thompson
• Nvidia Earnings, The AI Stack, Nvidia’s New Reporting · 2026-05-26 · Stratechery by Ben Thompson
• [AINews] The Field Guide to Fable · 2026-07-07 · Latent Space (swyx)
• Tesla, AMD, and SpaceX headline Cathie Wood's biggest H1 portfolio bets · 2026-07-06 · Seeking Alpha 市場要聞（免費 RSS）
• The Nvidia AI PC, Project Solara, Microsoft AI · 2026-06-03 · Stratechery by Ben Thompson
• Nvidia Earnings, The AI Stack, Nvidia’s New Reporting · 2026-05-26 · Stratechery by Ben Thompson
• An Interview with Ben Bajarin About Apple, AI, and Compute · 2026-06-11 · Stratechery by Ben Thompson
• Google Buys Compute From SpaceX, Broadcom’s Outlook, Apple’s AI Politics · 2026-06-08 · Stratechery by Ben Thompson
• Memory Chips and China, Microsoft and Chinese Models · 2026-06-23 · Stratechery by Ben Thompson
• AMD backs Japanese self-driving startup Turing, expands AI partnership · 2026-07-06 · Seeking Alpha 市場要聞（免費 RSS）
• An Interview with Ben Bajarin About Apple, AI, and Compute · 2026-06-11 · Stratechery by Ben Thompson
• Google Buys Compute From SpaceX, Broadcom’s Outlook, Apple’s AI Politics · 2026-06-08 · Stratechery by Ben Thompson

歷次 thesis 中的出現

• 2026-06-05
  • 觀察推理異質化趨勢（article 7313）為 AMD Instinct 提供 ASIC 以外的 GPU 替代機會，但需觀察 Trainium 成功是否壓縮 AMD 份額空間
• 2026-05-28
  • 觀察推理異質化趨勢若持續，AMD MI300X在非NVIDIA生態的定位需重新評估；等待Q2推理收入具體數據。