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AMD2025Q2业绩由端侧业务和游戏业务拉动
AMD2025Q2业绩由端侧业务和游戏业务拉动
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所属报告:
【开源证券】通富微电(002156)-公司深度报告:AI浪潮下,AMD合力与先进封装的价值重估之路-251022(34页).pdf
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2021Q1-2025Q2AMD数据中心业务收入及增速(亿美元)
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AMD的端侧业务和游戏业务在2025Q2迎来放量
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【开源证券】通富微电(002156)-公司深度报告:AI浪潮下,AMD合力与先进封装的价值重估之路-251022(34页).pdf
通富微电相对估值比较(截止2025年10月21日)
公司营收预测
通富苏州和通富槟城是公司营收与净利润的支柱
算力芯片的尺寸普遍较大
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