PC玩家天塌了！苏姿丰摊牌：AMD早已是一家数据中心优先的公司

发生了什么

AMD CEO Lisa Su stated in a recent interview that AMD is a "data center first company," meaning consumer CPU and gaming GPUs are secondary to AI and server computing. In Q3 2026, data center revenue was $8.546 billion, up 97% YoY, accounting for over 60% of revenue, while gaming revenue was $0.773 billion, down 40% YoY, with a share under 6%. Due to a cost crisis, Lisa Su forecast a double-digit decline in the PC market in 2027. She stated that R&D resources, wafer capacity, and production allocation will prioritize enterprise customers, making it harder to obtain high-end CPUs and Radeon GPUs without premium or shortage. Zen 6 and RDNA 5 are still in progress.

影响与信号

受影响器件与厂商

来源与时间

来源：快科技 · 2026/11/10 · 查看原始来源