Dublin, Oct. 25, 2024 (GLOBE NEWSWIRE) -- The "Global Age-related Vision Dysfunction Market (2024 Edition): Market Size, Trends, Opportunities and Forecast by Drug, Dysfunction Type, Distribution Channel, Region, By Country: 2020-2030" report has been added to ResearchAndMarkets.com's offering.Global Age-related Vision Dysfunction Market was valued at USD 90.12 billion and is expected to grow at a CAGR of 4.7% during 2025-2030.The Age-related Vision Dysfunction market has seen considerable growth due to th ...

报告公司投资评级 - 报告未给出公司的投资评级 [1] 报告的核心观点 - 公司发布了针对企业级应用的新款 AI 产品 Instinct MI325X，预计将于 24Q4 量产，性能优于英伟达 H200 [1] - MI325X 采用 CDNA3 架构，在大型语言模型处理中表现优于英伟达 H200 [1] - 公司 25 年下半年将发布下一代 MI355X 芯片，采用 3nm 工艺节点，性能大幅提升 [1] - EPYC 9005 处理器采用 Zen5 架构，在 HPC 和 AI 场景中 IPC 提升明显 [1] 报告内容总结 公司新品发布 1. 公司发布了针对企业级应用的新款 AI 产品 Instinct MI325X [1] 2. MI325X 采用 CDNA3 架构，性能参数包括: - FP8 2.6PF、FP16 1.3PF [1] - 内存容量 256GB，带宽 6TB/s [1] - 在大型语言模型处理中优于英伟达 H200 [1] 3. 每台 Instinct 最多可配置 8 个 MI325X GPU，总算力和内存大幅提升 [1] 4. MI324X 将于 24Q4 量产，对应服务器将于 25 年推出 [1] 未来产品规划 1. 公司 25 年下半年将发布下一代 MI355X 芯片 [1] - 采用 3nm 工艺节点 - FP8 4.6PF、FP16 2.3PF - 内存容量 288GB，带宽 8TB/s - 支持 FP6 和 FP4 2. 26 年将发布 MI400 芯片，采用新架构，内存容量继续提升 [1] EPYC 处理器升级 1. EPYC 9005 处理器采用 Zen5 架构 [1] 2. 支持高达 192 核心 384 线程 3. 单插槽内存容量高达 6TB 4. 在 HPC 和 AI 场景中 IPC 提升 37%，在企业级和云中提升 17% [1]

文章核心观点 - 尽管AMD是半导体行业的主力军和巨头,但一直被其更大的竞争对手Nvidia所掩盖 [1] - AMD的芯片提供了更具成本效益的替代方案,但性能略逊一筹,同时耗电更多 [1] - 随着人工智能(AI)的兴起,AMD正努力追赶并提供有吸引力的替代方案 [1] 根据相关目录分别进行总结 AMD的新芯片Instinct MI325X - AMD在10月初推出了新的Instinct MI325X芯片,旨在直接与Nvidia的Blackwell芯片竞争 [2] - 如果Instinct MI325X取得重大成功,客户可能会转向AMD,投资者也可能希望AMD能像Nvidia一样实现两年内3万亿美元的估值飙升 [2] - 即使AMD股价上涨40%,也只相当于110亿美元的市值增长,远低于华尔街最乐观的预期 [3] AMD股价上涨的不确定性 - 尽管AMD有望大涨,但也存在多方面的风险和不确定性 [3] - 当前AI热潮可能只是一个泡沫,一旦破裂可能会对整个科技行业造成灾难性影响 [3] - Instinct MI325X不仅要与Blackwell竞争,还需要有吸引人的价格标签 [4] - AMD在AI芯片供应链策略上也存在一些担忧,削减了在台积电的CoWoS晶圆预订,而Nvidia则迅速吸收了这部分产能 [4] - 投资者对AMD的担忧导致其股价在最近一周下跌了1.76% [4]

Wall Street analysts forecast that Advanced Micro Devices (AMD) will report quarterly earnings of $0.91 per share in its upcoming release, pointing to a year-over-year increase of 30%. It is anticipated that revenues will amount to $6.71 billion, exhibiting an increase of 15.7% compared to the year-ago quarter.Over the last 30 days, there has been a downward revision of 0.2% in the consensus EPS estimate for the quarter, leading to its current level. This signifies the covering analysts' collective reconsid ...

The 10-year Treasury yield's climb to five-month highs is weighing on chip stocks today. Below, let's dig into how Advanced Micro Devices, Inc. (NASDAQ:AMD), Arm Holdings PLC - ADR (NASDAQ:ARM), and Qualcomm Inc (NASDAQ:QCOM) are reacting to the prospect of higher borrowing costs.AMD was last seen down 2.3% to trade at $150.60, on track for its third loss in the last four sessions. The equity has been trending lower since a rally from earlier this month fell short of the $170 level, and is well off its Marc ...

The semiconductor sector comprises companies that design, manufacture, and distribute microchips and related technologies. These components are essential for electronics, from smartphones to data centers and artificial intelligence systems. Semiconductor stocks represent ownership in these companies traded on public exchanges. The sector’s performance often indicates broader technology industry trends and global economic health.Investing in semiconductor stocks can offer exposure to technological innovation ...

文章核心观点 - 公司宣布其CLS-AX产品针对湿性年龄相关性黄斑变性(wet AMD)的III期临床试验已准备就绪,基于II期临床试验的积极结果[1] - CLS-AX具有与生物制品类似的灵活给药方式,同时具有酪氨酸激酶抑制剂(TKI)的长效特性,可能为湿性AMD患者提供一种差异化的治疗选择[2] - 公司的SCS Microinjector®给药技术在多个会议上展示了其多样性[1] 根据目录分别总结 CLS-AX临床试验结果 - CLS-AX在ODYSSEY II期临床试验中达到了主要终点,包括最佳矫正视力的平均变化和安全性耐受性[5][6] - CLS-AX组患者在3个月内无需任何额外治疗的比例为100%,4个月为90%,5个月为81%,6个月为67%,注射频率较前24周平均每月注射次数减少约84%[6] - CLS-AX通过超脉络膜给药展现出良好的疗效持续时间和安全性概况[7] SCS Microinjector®给药技术 - SCS Microinjector®可将各种药物递送至眼后部的超脉络膜腔,提高给药靶向性、疗效和安全性[4] - 公司首个获批的超脉络膜给药产品XIPERE®在实际应用中也展现出良好的持续时间,75%以上的患者在单次给药6个月内无需再次给药[2] 湿性AMD市场现状 - 湿性AMD是导致55岁以上人群法定失明的最常见原因,约占所有AMD患者的10%[8] - 现有治疗需要终生频繁注射,给患者带来沉重的治疗负担,导致依从性下降和治疗效果受限[8] - 美国晚期AMD的总经济影响约为490亿美元,大部分成本来自于工作丧失或减少带来的生产力下降[8]

AMD is about to update investors on its artificial intelligence chips.Nvidia (NVDA 4.14%) is the leading supplier of graphics processing chips (GPUs) for the data center, which developers use to train and inference artificial intelligence (AI) models. The company's CEO, Jensen Huang, believes data center operators will spend $1 trillion building AI infrastructure over the next five years, so it's an incredibly valuable opportunity.Nvidia had an estimated 98% share in the market for data center GPUs last yea ...

They say it's harder to stay on top than to make it to the top of any industry. In the world of artificial intelligence (AI) powered supercomputers, the undisputed lion on top of the mountain is NVIDIA Co. NASDAQ: NVDA, with an estimated 94% market share of AI chips or GPUs. While there are plenty of competitors like Marvell Technology Inc. NASDAQ: MRVL when it comes to application-specific integrated circuits (ASICs) for AI, there are few viable competitors for NVIDIA's dominant AI chipsets in the computer ...

文章核心观点 - 尽管半导体和云计算行业长期潜力巨大,但一些行业领导者的股价目前仍有较大折扣 [1] - 芯片供应商AMD和云计算公司Snowflake虽然今年财务业绩未能令投资者满意,但仍有望在2025年反弹 [1] AMD - AMD是领先的半导体公司,在GPU和CPU市场均有较强竞争力 [2] - AMD的数据中心业务增长强劲,但其他市场表现不佳,拖累了整体业绩 [3] - AMD计划明年推出新的AI芯片,有望进一步推动数据中心业务增长 [3] - 分析师预计AMD明年收入和利润将大幅增长,股价有望大涨 [4] Snowflake - 企业向云端迁移数据系统的趋势利好Snowflake的数据云平台 [5] - Snowflake今年前两个季度产品收入增长仍保持在30%以上,但全年指引较低令投资者担忧 [5][6] - Snowflake推出多款AI产品,获得客户广泛采用,有望成为未来收入增长点 [6] - Snowflake的长期增长前景依然良好,目前估值较为合理,有望在2025年反弹 [7]