夜阑静有谁共鸣
10-07
你这话去缅A说比较合适吧
AMD苏姿丰：芯片需求仍将“非常高”，呼吁AI企业加强安全合作
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16:39","market":"hk","language":"zh","title":"AMD苏姿丰：芯片需求仍将“非常高”，呼吁AI企业加强安全合作","url":"https://stock-news.laohu8.com/highlight/detail?id=2673037587","media":"智通财经","summary":"智通财经APP获悉，AMD首席执行官苏姿丰周二表示，未来几年芯片需求仍将“非常高”，即便行业面临AI安全担忧等挑战。她呼吁顶级AI公司合作，确保这项技术不会造成危害。AMD的乐观态度进一步强化了AI行业的看涨情绪，美光科技的强劲展望和鸿海精密好于预期的季度销售额便是例证。AMD在CPU领域与英特尔竞争，在AI加速器领域则是英伟达的主要挑战者。","content":"<html><head></head><body><p style=\"text-align: left;\">10月6日，AMD(AMD.US)首席执行官苏姿丰(Lisa Su)周二表示，未来几年芯片需求仍将“非常高”，即便行业面临AI安全担忧等挑战。她表示，即使AMD增加产量，需求仍超过供应。她呼吁顶级AI公司合作，确保这项技术不会造成危害。</p><p style=\"text-align: left;\"><strong>需求远超供应</strong></p><p style=\"text-align: left;\">苏姿丰重申了5月的承诺：AMD将在中国台湾投资超过100亿美元，以应对不断增长的需求。她表示，台湾地区对AMD和半导体供应链至关重要。</p><p style=\"text-align: left;\">AMD的乐观态度进一步强化了AI行业的看涨情绪，美光科技的强劲展望和鸿海精密好于预期的季度销售额便是例证。不过，一些投资者越来越担心行业产能过剩、债务水平上升和监管方面的挫折。</p><p style=\"text-align: left;\">苏姿丰在访问包括台积电在内的供应链伙伴期间表示：“我们在2026年也增加了自己的供应和产能，但我可以肯定地说，需求甚至高于我们的供应。我们将在2027年大幅增加供应，但我们肯定还需要更多。”</p><p style=\"text-align: left;\">这家总部位于加州圣克拉拉的芯片制造商上月市值突破1万亿美元，此前Meta Platforms的新AI代理激发了市场对中央处理器(CPU)制造商的热情，因为这些CPU是驱动此类应用所必需的。</p><p style=\"text-align: left;\">AMD在CPU领域与英特尔竞争，在AI加速器领域则是英伟达的主要挑战者。AMD最近同意以82亿美元收购AI初创公司World Labs，以增强技术实力，并使其能够向客户提供多种模型。</p><p style=\"text-align: left;\"><strong>呼吁AI安全合作</strong></p><p style=\"text-align: left;\">周二，苏姿丰表示，AI“对世界极其有益”。她不认为AI会像一些人所说的那样伤害人类，但敦促行业合作以确保这一点，并称特朗普政府新设立的“超级智能力量”(Super Intelligence Force)是这方面努力的重要一步。</p><p style=\"text-align: left;\">“在安全和创新方面还有一些工作要做，我认为最重要的是我们作为一个生态系统共同努力，”苏姿丰表示。目标是“确保我们既拥有非常强大的AI，也拥有非常安全的AI。”</p></body></html>","source":"stock_zhitongcaijing","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\" />\n<title>AMD苏姿丰：芯片需求仍将“非常高”，呼吁AI企业加强安全合作</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAMD苏姿丰：芯片需求仍将“非常高”，呼吁AI企业加强安全合作\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-10-06 16:39 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/1503901.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>10月6日，AMD(AMD.US)首席执行官苏姿丰(Lisa Su)周二表示，未来几年芯片需求仍将“非常高”，即便行业面临AI安全担忧等挑战。她表示，即使AMD增加产量，需求仍超过供应。她呼吁顶级AI公司合作，确保这项技术不会造成危害。需求远超供应苏姿丰重申了5月的承诺：AMD将在中国台湾投资超过100亿美元，以应对不断增长的需求。她表示，台湾地区对AMD和半导体供应链至关重要。AMD的乐观态度...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1503901.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9035047aab1628fa23df810d4986f063","relate_stocks":{"LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","LU0109391861.USD":"富兰克林美国机遇基金A Acc","WISE":"THEMES GENERATIVE ARTIFICIAL INTELLIGENCE ETF","LU2461242641.AUD":"WELLINGTON US QUALITY GROWTH \"A\" (AUDHDG) ACC","WUGI":"AXS Esoterica NextG Economy ETF","LU2054465674.USD":"UBS (LUX) KEY SELEC SICAV DIGITAL TRANSFORMATION T \"P\" (USD) ACC","LU0056508442.USD":"贝莱德世界科技基金A2","LU0390134368.USD":"FRANKLIN GLOBAL GROWTH \"A\" (USD) ACC","LU0048584097.USD":"FIDELITY FUNDS GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) INC","IE0001KFT4U8.USD":"FTGF CLEARBRIDGE GLOBAL GROWTH LEADERS \"A\" (USD) INC","SG9999001424.SGD":"United E-Commerce Fund SGD","LU2265009873.SGD":"Eastspring Investments - Global Growth Equity AS SGD-H","LU2860962120.EUR":"CPR INVEST - ARTIFICIAL 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