AMD公布财报时,对AI芯片的营收展望让外界大失所望,分析人士担忧,或许还面临PC芯片供给过剩的风险。比较了2024年第四季PC出货数据跟AMD、英特尔同期间的CPU销售状况,结果发现,PC产业再次出现明显的库存过剩,渠道中的供给已超过实际需求。PC制造商2024年担忧新一轮关税,或许促使他们订购高于需求的芯片,导致整体PC渠道的库存再度明显过剩。去年Q4期间,整体CPU出货量约比PC出货成长多...
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