傳 AMD 伺服器晶片漲價三成,客戶「不買 - 3C
By Lauren
at 2022-01-17T20:47
at 2022-01-17T20:47
Table of Contents
傳 AMD 伺服器晶片漲價三成,客戶「不買拉倒」銷售爆
作者 MoneyDJ | 發布日期 2022 年 01 月 17 日 8:59
瑞穗證券(Mizuho Securities)引述業界消息稱,由於晶圓委外封測成本大增,AMD 的
EPYC 伺服器晶片將漲價 10%~30%。
Tom′s Hardware、Wccftech 16日報導,瑞穗引述全球第二大伺服器業者Inspur Systems
副總Dolly Wu說法,指稱AMD的EPYC處理器售價將調高10%~30%,大客戶漲幅較小。
由於晶圓供給極度吃緊,AMD未告知客戶CPU / GPU出貨時間。AMD每個月出貨都會漲價,
客戶「不買就拉倒」(take it or leave it)。Wu指出,由於廠商不知道下批貨何時會
到,害怕拿不到貨,沒有人放過添購機會,大家都支付更高價碼。
代號為「Milan」AMD EPYC 7003系列處理器,效能極佳,資料中心per-watt表現居冠。
Milan核心數較多,能提高資料中心伺服器的效能,並降低營運成本,客戶願意花更高價
格。
AMD晶片委外生產,微影晶圓和封裝測試的價格飛漲,對EPYC的影響遠勝AMD其他晶片。
EPYC採多晶片設計,單一晶片組最多有9個晶粒,有鑑於供應鏈每個環節的製造成本均增
,AMD漲價或許是要把成本壓力轉嫁給客戶,而非要提高毛利。
英特爾(Intel)執行長季辛格(Pat Gelsinger)認為,新一代資料中心處理器Sapphire
Rapids可扳回一城,與AMD EPYC直接較量。但Inspur Systems副總Wu預測,AMD第三代
EPYC處理器Milan和第四代EPYC Genoa,表現會繼續撂倒英特爾,AMD能維持資料中心「爆
炸性成長」(explosive growth)。
AMD 14日大漲3.12%,收136.88美元。
https://technews.tw/2022/01/17/amd-epyc/
AMD:不買拉倒,後面還有一堆客戶在排隊
--
--
作者 MoneyDJ | 發布日期 2022 年 01 月 17 日 8:59
瑞穗證券(Mizuho Securities)引述業界消息稱,由於晶圓委外封測成本大增,AMD 的
EPYC 伺服器晶片將漲價 10%~30%。
Tom′s Hardware、Wccftech 16日報導,瑞穗引述全球第二大伺服器業者Inspur Systems
副總Dolly Wu說法,指稱AMD的EPYC處理器售價將調高10%~30%,大客戶漲幅較小。
由於晶圓供給極度吃緊,AMD未告知客戶CPU / GPU出貨時間。AMD每個月出貨都會漲價,
客戶「不買就拉倒」(take it or leave it)。Wu指出,由於廠商不知道下批貨何時會
到,害怕拿不到貨,沒有人放過添購機會,大家都支付更高價碼。
代號為「Milan」AMD EPYC 7003系列處理器,效能極佳,資料中心per-watt表現居冠。
Milan核心數較多,能提高資料中心伺服器的效能,並降低營運成本,客戶願意花更高價
格。
AMD晶片委外生產,微影晶圓和封裝測試的價格飛漲,對EPYC的影響遠勝AMD其他晶片。
EPYC採多晶片設計,單一晶片組最多有9個晶粒,有鑑於供應鏈每個環節的製造成本均增
,AMD漲價或許是要把成本壓力轉嫁給客戶,而非要提高毛利。
英特爾(Intel)執行長季辛格(Pat Gelsinger)認為,新一代資料中心處理器Sapphire
Rapids可扳回一城,與AMD EPYC直接較量。但Inspur Systems副總Wu預測,AMD第三代
EPYC處理器Milan和第四代EPYC Genoa,表現會繼續撂倒英特爾,AMD能維持資料中心「爆
炸性成長」(explosive growth)。
AMD 14日大漲3.12%,收136.88美元。
https://technews.tw/2022/01/17/amd-epyc/
AMD:不買拉倒,後面還有一堆客戶在排隊
--
推 FrostGZ : 崩 08/10 22:22
推 pokemon1318 : 不 08/10 22:22
推 a123453906 : 應 08/10 22:23
推 c52chungyuny: 求你們停了好嗎 08/10 22:24
--
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