Migove yeAMD yakanga yatokwanisa kukwira mutengo zuva risati rasvika kuburitswa kwemishumo yekota nepagore, asi mushure mekuburitswa kwayo nhamba dzepamutemo Dzakaderera neinenge 10% pamwe chete, kunyangwe kambani iyi isina kungopedza kota yechina nemari yakawanda, asi yakadarikawo zvaitarisirwa pamusika uye yakapa fungidziro ine tariro kupfuura zvainge zvafanotaurwa nevaongorori.
Mari inowanikwa neAMD mukota yechina yakawedzera ne34% kusvika pamadhora mabhiriyoni gumi nemakumi maviri nenomwe ($10,27 bhiriyoni), nepo mari isiri yeGAAP yakasvika pamadhora mabhiriyoni maviri nehafu ($2,5 bhiriyoni), yakakwira ne42% gore negore. Pasi peGAAP, mari inowanikwa yakawedzera ne213% kusvika pamadhora mabhiriyoni gumi nemakumi maviri nemana ($1,24 bhiriyoni). Purofiti yakawedzera kubva pa54% kusvika pa57% mukota yekutanga, uye kubva pa51% kusvika pa54% mukota yechipiri. Vaongorori vaitarisira kuti mari inowanikwa neAMD mukota yega yega ichava mabhiriyoni mapfumbamwe nemakumi matanhatu nenomwe ($9,67 bhiriyoni), saka mari chaiyo yemadhora gumi nematatu ($10,3 bhiriyoni) yakakwira.
Kwegore rose, mari yeAMD yakawedzera ne34% imwe chete kusvika pamadhora mabhiriyoni makumi matatu nemana nemana nemana nemana nemana nemana nemana nemana nemana nemana nemana nemana nemana nemana nemana nemana nemana nemana nemana nemana nemana nemana nemana nemana nemana nemana nemana nemana nemana nemana nemana nemana nemana nemana nemana nemana nemana. Mari yekushandisa yeGAAP yakawedzera ne24% kusvika pamadhora mabhiriyoni gumi nematatu nemana nemana nemana, purofiti yekushandisa yakawedzera ne94% kusvika pamadhora mabhiriyoni matatu nemana nemana, uye purofiti yakawedzera ne164% kusvika pamadhora mabhiriyoni mana nemana nemana.
Sezvakaratidzwa muchinyorwa chakaburitswa nevezvenhau, mhedzisiro yegore rose yeAMD inosanganisira kunyorwa kwemari inosvika mamiriyoni mazana mana nemakumi mana emadhora ($440 miriyoni) ine chekuita nekurambidzwa kwenguva pfupi kwakaitwa nehurumende yeUS kutumira makadhi emifananidzo eInstinct MI308 kuChina. Zvisinei, muchikamu chechina chegore, kambani yakatumira makadhi aya emifananidzo anokosha mamiriyoni mazana matatu nemakumi mapfumbamwe ($390 miriyoni) kubva kumatura, zvichiwedzera mari yayo yekota nemamiriyoni mazana matatu nemakumi matanhatu emadhora ($360 miriyoni). Kambani iyi parizvino iri kukurukura nevakuru veUS nezve mukana wekupa makadhi emifananidzo eInstinct MI325 kuChina.
Mari inowanikwa neAMD muchikamu chemasevha mukota yechina yakasvika pamadhora mabhiriyoni mashanu nemazana mana ($5,4 bhiriyoni), yakakwira ne39% gore negore. Sekureva kwevatungamiriri vekambani, mapurovhinzi eEPYC neInstinct GPU ari kudiwa zvakanyanya. Vaongorori vaitarisira kuti mari inowanikwa neAMD mukota yechina yaizosvika mabhiriyoni mana nemazana mapfumbamwe nemapfumbamwe ($4,97 bhiriyoni). Pakazara, chikamu chemasevha chakaratidzawo mari yakawanda yegore, ichikura ne32% kusvika mabhiriyoni gumi nematanhatu nematanhatu ($16,6 bhiriyoni).
Kwenguva yakati rebei ikozvino, AMD yave ichishuma nezvevatengi nezvikamu zvemitambo muchikamu chimwe chete. Kota rapfuura, kambani iyi yakawana mari inosvika mabhiriyoni matatu emadhora ($3,9 bhiriyoni) kubva muchikamu ichi, yakakwira ne37% gore negore. Chikamu chevatengi pachavo chakaburitsa mari yakawanda yemadhora mabhiriyoni matatu negumi ($3,1 bhiriyoni), yakakwira ne34% gore negore uye ichipfuura zvaitarisirwa nevaongorori zvemadhora mabhiriyoni maviri nemazana masere nepfumbamwe ($2,89 bhiriyoni). Izvi zvakawanikwa kwete nekuda kwekuwedzera kwemari kubva mukutengesa kweRyzen processor asiwo nekuda kwekusimbiswa kwenzvimbo yeAMD muchikamu ichi chemusika. Mari inowanikwa mumitambo yakawedzera ne843% kusvika mabhiriyoni mazana masere nemakumi mana nematatu emadhora kota rapfuura, zvichikonzerwa kwete chete nemhinduro dzemitambo yemitambo asiwo nemakadhi eRadeon graphics pachawo.
Mugore rose ra2025, vatengi veAMD nemabhizinesi emitambo vakaratidza kukura kwemari inosvika 51% kusvika pamadhora mabhiriyoni gumi nematanhatu ($10,6 bhiriyoni). Izvi zvakawanikwa kwete chete nekuwedzera chikamu chezvigadzirwa zvinodhura zvakanyanya muchikamu chekutengesa asiwo nekusimbisa chinzvimbo chemusika cheAMD. Mugore rose, bhizinesi remitambo reAMD rakaratidza kukura kwemari inosvika 51% kusvika mabhiriyoni matatu nehafu ($3,9 bhiriyoni), zvichikonzerwa kwete chete nemakonsoro emitambo asiwo nemakadhi emifananidzo eRadeon.
Chikamu chemhinduro dzakaiswa mukati, zvichibva panhaka yaXilinx, chinoonekwa pachena. Mari inowanikwa pakati pemakambani yakakura ne3% kusvika pamadhora mamiriyoni mazana mapfumbamwe nemakumi mashanu mukota yechina, asi pakupera kwa2025, yakaderera ne3% imwe chete kusvika pamadhora mabhiriyoni matatu nehafu. Izvi zvakakonzerwa nekugadziriswa kwezvinhu zviri muzvitoro, sekureva kweAMD.
Muchikamu chekutanga, AMD inotarisira mari iri pakati pemadhora mabhiriyoni mapfumbamwe nemazana mashanu emadhora ($9,5 bhiriyoni) nemadhora gumi nerimwe emadhora ($100 miriyoni) kubva mumari iyoyo inobva mukutumira ma "accelerators" eInstinct MI308 kuenda kuChina. Saka, mari yekambani muchikamu chino inofanira kuwedzera neavhareji ye32% gore negore uye kuderera ne5% zvichiteerana nekuda kwemamiriro ezvinhu emwaka. Chero zvazvingava, gwara remari yekota yeAMD rinodarika zvinotarisirwa nevaongorori ($9,38 bhiriyoni).
Mutengo wemasheya eAMD wakapetwa kaviri gore rapfuura, asi hapana nhamba dzemari inowanikwa kana mwero wekukura, kana tariro yekota iripo, zvakakwanisa kudzivirira mutengo wemasheya ekambani kudzikira mushure memushumo wemari inowanikwa. Dzakadzikira ne1,69% kutengeserana kusati kwapera, uye dzakazodzikirazve ne7,98% mushure mezvo. Varimi vemari vakatya nekuwedzera kwemari yeAMD, uko kwaive kwakaderera pane zvavaitarisira.
Mukuru weAMD Lisa Su akataura kuti gore ra2025 raive gore "rinonzwisisika" kukambani, nemari yakawanda uye purofiti zvichikonzerwa nekushanda kwakasimba uye kudiwa kwezvigadzirwa zvakasiyana-siyana muzvikamu zvemakomputa anoshanda zvakanyanya uye AI. Kambani iyi inopinda mugore ra2026 nekukurumidzisa kushandiswa kwepurosesa dzeEPYC neRyzen pamusika, pamwe nemhinduro dzeAI dzemhando yeserver.
Kambani iyi inoronga kutumira masisitimu eHelios server eAI kutanga gore rino. Kudiwa kweInstinct MI450 accelerators, iyo ichatanga kutumira muhafu yechipiri yegore, kwakakwira zvekuti AMD iri kufanira kutaurirana nevatengi kuti iwedzere huwandu hwezvinhu zvinopihwa, sekureva kwaLisa Su. AMD yakagadzirira kusangana nechido ichi kunyangwe paine kushomeka kwezvikamu, uye zvese, mari yayo yeAI inotarisirwa kusvika makumi emabhiriyoni emadhora gore rinouya.
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Source: 3dnews.ru
