AMD服务器处理器需求大超预期供应链开始吃紧

Cnbeta.com.tw - 2026년 3월 3일

AMD服务器处理器需求大超预期供应链开始吃紧

在最新一场投资者会议上，AMD 首席执行官苏姿丰表示，公司服务器 CPU 的市场需求“远远超出了”此前预期，尤其是来自人工智能客户的订单激增，正在迅速推高交付压力。她在摩根士丹利科技、媒体与电信大会上指出，随着代理型（Agentic）AI 应用兴起，CPU 在 AI 基础设施中的角色被重新放大，不再只是 GPU 的配角，而是与加速卡并行的重要算力支柱。过去几个月内，AI 计算工作负载中的 CPU 与 GPU 配比发生了明显变化，多家大型客户向 AMD 反馈称，自己在 AI 配套 CPU 需求上的预测“严重偏低…

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