普朗特 Money.Plant
2025-04-08
英雄迟暮，属于半导体芯片开创者的inter时代已经过去了…
[难过]
英特尔尴尬了，AMD X86 CPU份额创历史新高，达到25%
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src=\"https://fid-75186.picgzc.qpic.cn/20250408141941877d16336lwco6iu4j\"/><p>事实上，从现在intel的情况，我们也能够看出这一点。</p><p>英特尔这几年，因为要搞什么芯片代工业务，亏惨了，3年亏了近2000亿，而先进工艺又不行，比不起台积电，导致越来越多的用户，抛弃了英特尔，投向了AMD的怀抱。</p><p>这也是目前为何英特尔的市值只有853亿美元，而AMD的市值有1352亿美元的原因，因为大家更看好AMD，觉得intel接下来未必能够扭转颓势。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250408141942402d16305bgeou0exy\"/><p>事实上，除了CPU之外，intel其它业务，也在逐步被AMD赶上甚至超过了。</p><p>比如GPU，AI芯片，比如数据中心等，Q4数据显示，AMD 数据中心销售额已经超过了英特尔的数据中心和人工智能业务部门。</p><p>可见，真的是英雄迟暮，如果英特尔的新任CEO陈立武，没有想点办法来扭转乾坤，估计英特尔就真的没落了，而英特尔可是一个时代的象征，更是美国芯片产业的象征，一旦没落的话，就真的不太好看了。</p><p>原文标题 : 英特尔尴尬了，AMD X86 CPU份额创历史新高，达到25%</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" 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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250408141947973197ac&s=b><strong>Ofweek维科网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>在CPU领域，还是X86架构一家独大的，占到了90%的份额。X86架构的芯片，全球主要又垄断在intel、AMD手中，至于国产X86芯片，虽然有一定份额，但远不是intel、AMD的对手，就不用提了。而过去，X86阵营中，intel又是王者，最高时占到了85%以上的市场份额。有人称，英特尔其实是有能力将AMD打死的，不过一旦打死了AMD，英特尔就会涉嫌垄断，所以他一定会让AMD活着，甚至以前为了...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250408141947973197ac&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","BK4605":"半导体精选","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","BK4566":"资本集团","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc 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Inc.","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","BK4579":"人工智能","BK4532":"文艺复兴科技持仓","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","LU2098885051.SGD":"JPMorgan Funds - Multi-Manager Alternatives A (acc) SGD"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250408141947973197ac&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2525383448","content_text":"在CPU领域，还是X86架构一家独大的，占到了90%的份额。X86架构的芯片，全球主要又垄断在intel、AMD手中，至于国产X86芯片，虽然有一定份额，但远不是intel、AMD的对手，就不用提了。而过去，X86阵营中，intel又是王者，最高时占到了85%以上的市场份额。有人称，英特尔其实是有能力将AMD打死的，不过一旦打死了AMD，英特尔就会涉嫌垄断，所以他一定会让AMD活着，甚至以前为了不让AMD倒下，还给过AMD钱。不过后来，随着AMD绑定台积电，又加上苏妈上台，手段特别多，推出的产品又好，于是AMD利用先进工艺优势，不断的蚕食英特尔的份额。近日，有机构公布了2024年Q4的数据，发现整个X86领域，英特尔的份额降至75%左右，而AMD的份额，也达到了25%左右，应该是有史以来的最高点了。而大家预计，随着英特尔先进工艺的不给力，而AMD的CPU性价高，性能表现也不错，未来份额有望进一步提升，挤压intel的市场份额。事实上，从现在intel的情况，我们也能够看出这一点。英特尔这几年，因为要搞什么芯片代工业务，亏惨了，3年亏了近2000亿，而先进工艺又不行，比不起台积电，导致越来越多的用户，抛弃了英特尔，投向了AMD的怀抱。这也是目前为何英特尔的市值只有853亿美元，而AMD的市值有1352亿美元的原因，因为大家更看好AMD，觉得intel接下来未必能够扭转颓势。事实上，除了CPU之外，intel其它业务，也在逐步被AMD赶上甚至超过了。比如GPU，AI芯片，比如数据中心等，Q4数据显示，AMD 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