Analyst Conference Call: AMD Expects Q2 CPU Revenue to Grow Over 70%. CPU Market Annual Growth Projected to Exceed 35% by 2030. PC Shipments Expected to Decline in Second Half Due to Rising Memory and Component Costs. Data Centers Have Become the Primary Driver of Revenue and Profit Growth. The Company Is Working "Closely" with Supply Chain Partners to Increase Wafer and Backend Production Capacity. Meta Chip Shipments Expected to Launch on Schedule in the Second Half

華爾街見聞
2026.05.05 21:24

AMD 預計第二季度 CPU 收入增長超過 70%，並預測到 2030 年 CPU 市場年增長超過 35%。由於內存和零部件成本上漲，預計下半年 PC 出貨量將下降。數據中心已成為營收和利潤增長的主要動力，公司與供應鏈合作伙伴緊密合作以增加生產能力。Meta 芯片預計下半年如期啓動。

分析師電話會：AMD 預計公司第二季度 CPU 收入增長超過 70%。 預計到 2030 年，CPU 市場年增長超過 35%。 由於內存和零部件成本上漲，公司預計下半年 PC 出貨量將有所下降。 數據中心現已成為推動營收和利潤增長的主要動力。 公司正與供應鏈合作伙伴 “緊密合作”，以增加晶圓和後端生產能力。 Meta 芯片的出貨預計將於下半年如期啓動。

風險提示及免責條款

市場有風險，投資需謹慎。本文不構成個人投資建議，也未考慮到個別用户特殊的投資目標、財務狀況或需要。用户應考慮本文中的任何意見、觀點或結論是否符合其特定狀況。據此投資，責任自負。

AI主線風雲再起！Anthropic+OpenAI軍備賽加速
Source: 華爾街見聞 The copyright of this article belongs to the original author/organization.
The views expressed herein are solely those of the author and do not reflect the stance of the platform. The content is intended for investment reference purposes only and shall not be considered as investment advice. Please contact us if you have any questions or suggestions regarding the content services provided by the platform.