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超跌半導體 AMD 的Q4營收年增24%至76億，EPS $1.09 皆優於預期。AMD 預期 2025 Q1 營收年增29%至71億也優於預期的70.3億。蘇媽說 2025 預期 $AMD 將實現營收和EPS的強勁雙位數成長。

#資料中心增速快但仍不如預期
但是 Data Center 年增69%至 38.6億劣於預期的41.4億。其中AI加速器Instinct GPU全年貢獻了50億美元的營收，該部門2024全年營收成長94%達到126億美元。

Meta目前獨家採用MI300X為其Meta AI的LLAMA 405B前沿模型提供服務，微軟則運用MI300X支援GPT-4相關服務。

MI325x已在第四季開始量產，而下一代MI350系列的開發進展順利，預計將在2025年中期加速出貨。MI400系列開發進展順利，預計2026年推出

蘇媽表示「如果我們看看年初的幾週發生的事情，我認為DeepSeek的宣布以及一些基礎設施投資的宣布（如Stargate）都說明了AI各個層面從晶片到演算法、從模型到系統和應用程式的創新速度令人難以置信。

這正是我們希望看到的，因為產業在增加運算能力投資的同時，也在推動軟體創新，使AI更容易被採用，並實現可以在幾乎所有數位設備上運行的突破性生成式AI和代理AI體驗。」

就長期發展而言，Su強調：「我們相信AMD正走在陡峭的長期成長軌道上，尤其是資料中心AI業務預計將從2024年的超過50億美元營收，在未來幾年成長到每年數百億美元的規模。」

#個人電腦與遊戲部門營運狀況
客戶端部門第四季營收達23億美元，年增58%，反映個人電腦與筆電市場的強勁需求。而遊戲部門營收為5.63億美元，年減59%，主因Microsoft和Sony遊戲主機產品接近生命週期尾聲，影響出貨量。嵌入式部門營收9.23億美元，年減13%。

2025年整體PC市場預計將呈現中個位數％成長，而AMD憑藉市占率提升，有望實現高於市場的成長率。

IEObserve 國際經濟觀察
超跌半導體 AMD 的Q4營收年增24%至76億，EPS $1.09 皆優於預期。AMD 預期 2025 Q1 營收年增29%至71億也優於預期的70.3億。蘇媽說 2025 預期 $AMD 將實現營收和EPS的強勁雙位數成長。

#資料中心增速快但仍不如預期
但是 Data Center 年增69%至 38.6億劣於預期的41.4億。其中AI加速器Instinct GPU全年貢獻了50億美元的營收，該部門2024全年營收成長94%達到126億美元。

Meta目前獨家採用MI300X為其Meta AI的LLAMA 405B前沿模型提供服務，微軟則運用MI300X支援GPT-4相關服務。

MI325x已在第四季開始量產，而下一代MI350系列的開發進展順利，預計將在2025年中期加速出貨。MI400系列開發進展順利，預計2026年推出

蘇媽表示「如果我們看看年初的幾週發生的事情，我認為DeepSeek的宣布以及一些基礎設施投資的宣布（如Stargate）都說明了AI各個層面從晶片到演算法、從模型到系統和應用程式的創新速度令人難以置信。

這正是我們希望看到的，因為產業在增加運算能力投資的同時，也在推動軟體創新，使AI更容易被採用，並實現可以在幾乎所有數位設備上運行的突破性生成式AI和代理AI體驗。」

就長期發展而言，Su強調：「我們相信AMD正走在陡峭的長期成長軌道上，尤其是資料中心AI業務預計將從2024年的超過50億美元營收，在未來幾年成長到每年數百億美元的規模。」

#個人電腦與遊戲部門營運狀況
客戶端部門第四季營收達23億美元，年增58%，反映個人電腦與筆電市場的強勁需求。而遊戲部門營收為5.63億美元，年減59%，主因Microsoft和Sony遊戲主機產品接近生命週期尾聲，影響出貨量。嵌入式部門營收9.23億美元，年減13%。

2025年整體PC市場預計將呈現中個位數％成長，而AMD憑藉市占率提升，有望實現高於市場的成長率。
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Telegram new update brings infinite reactions, emoji statuses

Encrypted messaging app Telegram has announced that it is rolling out a new update that gives users more ways to use new emojis to express how they are feeling -- with infinite reactions and emoji statuses. The company said that premium users can pick reactions from an infinite selection of custom emojis. To make choosing from thousands of emojis easier, they can now attach up to three reactions per message.

超跌半導體 AMD 的Q4營收年增24%至76億，EPS $1.09 皆優於預期。AMD 預期 2025 Q1 營收年增29%至71億也優於預期的70.3億。蘇媽說 2025 預期 $AMD 將實現營收和EPS的強勁雙位數成長。

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