英雄迟暮，属于半导体_老虎社区_美港股上老虎 - 老虎社区

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普朗特 Money.Plant
2025-04-08

英雄迟暮，属于半导体芯片开创者的inter时代已经过去了…[难过]

英特尔尴尬了，AMD X86 CPU份额创历史新高，达到25%

而过去，X86阵营中，intel又是王者，最高时占到了85%以上的市场份额。近日，有机构公布了2024年Q4的数据，发现整个X86领域，英特尔的份额降至75%左右，而AMD的份额，也达到了25%左右，应该是有史以来的最高点了。而大家预计，随着英特尔先进工艺的不给力，而AMD的CPU性价高，性能表现也不错，未来份额有望进一步提升，挤压intel的市场份额。原文标题 : 英特尔尴尬了，AMD X86 CPU份额创历史新高，达到25%

英特尔尴尬了，AMD X86 CPU份额创历史新高，达到25%

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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250408141947973197ac&s=b><strong>Ofweek维科网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>在CPU领域，还是X86架构一家独大的，占到了90%的份额。X86架构的芯片，全球主要又垄断在intel、AMD手中，至于国产X86芯片，虽然有一定份额，但远不是intel、AMD的对手，就不用提了。而过去，X86阵营中，intel又是王者，最高时占到了85%以上的市场份额。有人称，英特尔其实是有能力将AMD打死的，不过一旦打死了AMD，英特尔就会涉嫌垄断，所以他一定会让AMD活着，甚至以前为了...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250408141947973197ac&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4585":"ETF&股票定投概念","BK4141":"半导体产品","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","LU0823434583.USD":"BNP PARIBAS US GROWTH \"C\" (USD) ACC","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","LU0109392836.USD":"富兰克林科技股A","LU1951198990.SGD":"Natixis Thematics AI & Robotics Fund H-R/A SGD-H","LU0321505868.SGD":"Schroder ISF Global Dividend Maximiser 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ACC","AMD":"美国超微公司"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250408141947973197ac&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2525383448","content_text":"在CPU领域，还是X86架构一家独大的，占到了90%的份额。X86架构的芯片，全球主要又垄断在intel、AMD手中，至于国产X86芯片，虽然有一定份额，但远不是intel、AMD的对手，就不用提了。而过去，X86阵营中，intel又是王者，最高时占到了85%以上的市场份额。有人称，英特尔其实是有能力将AMD打死的，不过一旦打死了AMD，英特尔就会涉嫌垄断，所以他一定会让AMD活着，甚至以前为了不让AMD倒下，还给过AMD钱。不过后来，随着AMD绑定台积电，又加上苏妈上台，手段特别多，推出的产品又好，于是AMD利用先进工艺优势，不断的蚕食英特尔的份额。近日，有机构公布了2024年Q4的数据，发现整个X86领域，英特尔的份额降至75%左右，而AMD的份额，也达到了25%左右，应该是有史以来的最高点了。而大家预计，随着英特尔先进工艺的不给力，而AMD的CPU性价高，性能表现也不错，未来份额有望进一步提升，挤压intel的市场份额。事实上，从现在intel的情况，我们也能够看出这一点。英特尔这几年，因为要搞什么芯片代工业务，亏惨了，3年亏了近2000亿，而先进工艺又不行，比不起台积电，导致越来越多的用户，抛弃了英特尔，投向了AMD的怀抱。这也是目前为何英特尔的市值只有853亿美元，而AMD的市值有1352亿美元的原因，因为大家更看好AMD，觉得intel接下来未必能够扭转颓势。事实上，除了CPU之外，intel其它业务，也在逐步被AMD赶上甚至超过了。比如GPU，AI芯片，比如数据中心等，Q4数据显示，AMD 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