Shares of global semiconductor firms rallied on Wednesday as they were boosted by some positive earnings in the sector and a report of potentially less severe U.S. export restrictions on China.AMD was among the morning's big winners with shares up more than 9% in U.S. premarket trading after the company reported a top and bottom line beat in its second-quarter financial report. AMD saw strong growth in its data center business, driven by sales of its graphics processing units (GPUs) which are used to train ...

文章核心观点 - AMD公司第二季度业绩超预期,数据中心业务收入大幅增长115% [1][2] - AMD公司CEO表示AI业务持续加速,预计下半年将实现强劲收入增长,主要得益于Instinct、EPYC和Ryzen处理器的需求 [2][3] - AMD公司的强劲业绩带动了竞争对手英伟达的股价上涨 [4][5] 数据中心业务 - AMD公司数据中心业务收入达到创纪录的28亿美元,同比增长115%,环比增长21% [2] - AMD公司CEO表示领先的云计算和企业客户正在扩大Instinct MI300X解决方案的可用性,MI300季度收入首次超过10亿美元 [3] 股价表现 - AMD公司股价在盘前交易中上涨9.4%,达到151.45美元,有望抵消年初以来的跌幅 [5] - 英伟达股价在盘前交易中上涨5.4%,至109.4美元,但仍较7月11日的高点下跌约24% [5]

财务数据和关键指标变化 - 第二季度收入为58亿美元,同比增长9% [10][36] - 毛利率为53%,同比提高340个基点 [36] - 营业利润为13亿美元,营业利润率为22% [36] - 每股收益为0.69美元,同比增长19% [36] 各条业务线数据和关键指标变化 - 数据中心业务收入同比增长115%,达到28亿美元,占总收入近50% [11][37] - 客户端业务收入同比增长49%,达到15亿美元 [26][39] - 游戏业务收入同比下降59%,为6.48亿美元 [28][39] - 嵌入式业务收入同比下降41%,为8.61亿美元 [30][40] 各个市场数据和关键指标变化 - 云计算客户部署第四代EPYC CPU的实例数同比增长34%,达到900多个 [12] - 企业客户订单同比增长强劲的双位数 [13] - 新客户占企业服务器订单的三分之一以上 [13] 公司战略和发展方向及行业竞争 - 推出新一代Turin EPYC处理器,采用Zen 5架构,性能和能效领先 [14][15] - 加速Instinct GPU路线图,推出MI325X和MI350系列,性能大幅提升 [23] - 收购Silo AI,扩大AI解决方案能力 [21][22] - 与多家行业巨头合作推出Ultra Accelerator Link标准 [24] 管理层对经营环境和未来前景的评论 - 数据中心和客户端业务有望在下半年强劲增长 [33] - AI计算需求持续增长,公司将大幅增加硬件、软件和解决方案投入 [34] - 看好未来几年的强劲增长机会 [34] 其他重要信息 - 公司总裁Victor Peng将于8月底退休 [32] 问答环节重要的提问和回答 问题1 **Ben Reitzes 提问** 询问MI300在下半年的表现情况以及明年的增长潜力 [47][48] **Lisa Su 回答** 公司对MI300的进展非常满意,下半年将继续快速增长,明年的路线图也很有竞争力 [49][50][51] 问题2 **Aaron Rakers 提问** 询问EPYC服务器CPU在未来的增长预期 [54] **Lisa Su 回答** EPYC在云计算和企业市场表现良好,第四代产品有望在下半年带动进一步增长 [55][56][57] 问题3 **Timothy Arcuri 提问** 询问MI325X和MI350系列GPU的具体情况 [59] **Lisa Su 回答** MI325X将在今年推出,MI350系列将在2025年推出,包括空冷和液冷等多种形态 [60][61]

文章核心观点 - 公司本季度营收为58.4亿美元,同比增长8.9% [1] - 每股收益为0.69美元,去年同期为0.58美元 [1] - 公司各业务板块表现情况: - 数据中心业务营收28.3亿美元,同比增长114.5% [6] - 嵌入式业务营收8.61亿美元,同比下降41% [7] - 游戏业务营收6.48亿美元,同比下降59% [8] - 客户业务营收14.9亿美元,同比增长49.5% [9] 根据相关指标分别总结 营收表现 - 公司整体营收同比增长8.9%,达到58.4亿美元 [1] - 数据中心业务营收同比大幅增长114.5%,达到28.3亿美元 [6] - 客户业务营收同比增长49.5%,达到14.9亿美元 [9] - 嵌入式业务和游戏业务营收同比出现下滑,分别下降41%和59% [7][8] 盈利能力 - 公司本季度每股收益为0.69美元,去年同期为0.58美元,同比增长19% [1] - 公司业绩超出市场预期,每股收益超出预期2.99% [2]

Key TakeawaysAdvanced Micro Devices reported second-quarter sales that surpassed analysts' expectations.The chipmaker's top-line gains came as data center revenue more than doubled year-over-year to a record high as AI demand surged.AMD's revenue forecast for the third quarter also beat estimates, with the chipmaker saying it expects to "deliver strong revenue growth in the second half of the year." Advanced Micro Devices (AMD) reported second-quarter sales that beat analysts' expectations, driven by record ...

Advanced Micro Devices (AMD) came out with quarterly earnings of $0.69 per share, beating the Zacks Consensus Estimate of $0.67 per share. This compares to earnings of $0.58 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 2.99%. A quarter ago, it was expected that this chipmaker would post earnings of $0.60 per share when it actually produced earnings of $0.62, delivering a surprise of 3.33%.Over the last four quarters, the co ...

Wicki58 While the last couple of years have seen dramatic gains in many semiconductor stocks, some recent months haven't been as kind to shareholders. One such name is Advanced Micro Devices, Inc. (NASDAQ:AMD), which has seen shares drop nearly 40% from their all-time high in March. On Tuesday afternoon, the company reported its Q2 2024 results and the decent numbers should help this name find a more solid foundation. Previous coverage on the stock: With the surge in shares on hopes that an artificial intel ...

业绩总结 - 第二季度2024年，AMD的营收达到58亿美元，同比增长9%[33] - 数据中心和客户端业务的营收增长部分抵消了游戏和嵌入式业务的营收下降[34] - 非GAAP毛利率为53%，同比增长3个百分点，主要受到数据中心业务收入增长的推动[38] - GAAP和非GAAP运营利润分别为12.6亿美元和10.7亿美元，主要受到收入和毛利率的提高推动[42] - GAAP净收入为2.65亿美元，主要受到收入和毛利率的提高以及收购相关无形资产摊销减少的影响[50] - 非GAAP净收入为11亿美元，同比增长19%，主要受到收入和毛利率的提高的推动[53] - 第二季度2024年，AMD的营业利润率为5%，同比增长5个百分点[55] - 第二季度2024年，AMD的非GAAP毛利率为53%，同比增长3个百分点[56] 数据中心业务 - 数据中心业务的净收入达到28.34亿美元，同比增长115%，主要受到AMD Instinct GPU出货量的大幅增长和第四代AMD EPYC CPU销售的强劲增长的推动[60] - 数据中心业务部门的营收为28亿美元，同比增长115%[108] - AMD Instinct GPU和第四代AMD EPYC CPU推动了创纪录的数据中心业务部门营收[112]

About this content About Angela Harmantas Angela Harmantas is an Editor at Proactive. She has over 15 years of experience covering the equity markets in North America, with a particular focus on junior resource stocks. Angela has reported from numerous countries around the world, including Canada, the US, Australia, Brazil, Ghana, and South Africa for leading trade publications. Previously, she worked in investor relations and led the foreign direct investment program in Canada for the Swedish government ...

Lisa Su at the Keynote: Lisa Su in Conversation with Ryan Patel as part of SXSW 2024 Conference and Festivals held at the Austin Convention Center on March 11, 2024 in Austin, Texas. (Photo by Travis P. Ball/SXSW Conference & Festivals via Getty Images)Advanced Micro Devices reported second-quarter earnings on Tuesday that beat Wall Street expectations for revenue and showed continued growth in sales of the company's AI chips.AMD shares rose 3% in extended trading. Here's how AMD did versus LSEG consensus e ...