AMD超車英特爾？外媒揭靠「這關鍵」 蘇姿丰自曝成本高5－20%但值得
發布時間：2025/07/25 18:04:04
更新時間：2025/07/25 18:04:04
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圖、文/周刊王
根據科技媒體Wccftech報導指出，超微（AMD）在伺服器CPU市場迎來強勢進展，市占率達到驚人的50%，終結英特爾數十年來的霸主地位。
英特爾近來營收表現持續低迷，其公司在自主研發製程上落後，導致越來越多客戶改為選擇AMD；同時AMD與台積電（2330）的合作穩定推進，也讓其推出的產品具備更強競爭力。
美國華府24日舉行一場AI論壇，AMD執行長蘇姿丰指出，預計將於今年底拿到首批來自台積電亞利桑那廠的晶片，就良率而言，亞利桑那廠已與台積電的台灣本土廠旗鼓相當，但也坦言使用在美國製造的晶片，會讓成本高出5%到20%。
蘇姿丰認為，未來政策必須取得平衡，允許晶片出口盟國將確保美國技術持續成為全球AI系統基礎。超微與競爭對手輝達（Nvidia）最近獲得暫時出口豁免，她表示：「這需要小心拿捏，我認為政府在與我們合作方面做得不錯。」
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