AMD will release its earnings report later on Tuesday. This financial report will provide clues about the demand and pricing of high-performance chips, and then determine how reasonable the recent rebound in chip sector stock prices is. Currently, one of the core driving forces of AI chip manufacturers is intelligent autonomous AI. Compared to previous models, intelligent autonomous AI probably accounts for a higher share of CPU demand than GPUs. The industry landscape may change as a result, and the right to speak will be skewed from companies such as GPU giant Nvidia to CPU manufacturers such as Intel. AMD lays out two major tracks for CPU and GPU at the same time, so the company's statement on the development of the CPU market has broad reference significance. AMD previously estimated that in the next three to four years, the potential CPU market size will grow to 200 billion US dollars, and the company plans to win 50% of the market share. Any change in this forecast could cause market fluctuations. At the same time, AMD previously gave guidance that CPU sales in the second quarter will increase 70% year over year. About two-thirds of this will come from increased sales, and the rest will be contributed by price increases. AMD is also a memory chip purchaser. Its suppliers include SK Hynix and Samsung Electronics, so its sales performance can reflect the impact of memory chip costs on the entire industry. The schedule for mass production of AMD's artificial intelligence infrastructure platform Helios will also affect the company's stock price if there is any news. Anthropic, OpenAI, and Meta are all customers of this platform.

AMD will release its earnings report later on Tuesday. This financial report will provide clues about the demand and pricing of high-performance chips, and then determine how reasonable the recent rebound in chip sector stock prices is. Currently, one of the core driving forces of AI chip manufacturers is intelligent autonomous AI. Compared to previous models, intelligent autonomous AI probably accounts for a higher share of CPU demand than GPUs. The industry landscape may change as a result, and the right to speak will be skewed from companies such as GPU giant Nvidia to CPU manufacturers such as Intel. AMD lays out two major tracks for CPU and GPU at the same time, so the company's statement on the development of the CPU market has broad reference significance. AMD previously estimated that in the next three to four years, the potential CPU market size will grow to 200 billion US dollars, and the company plans to win 50% of the market share. Any change in this forecast could cause market fluctuations. At the same time, AMD previously gave guidance that CPU sales in the second quarter will increase 70% year over year. About two-thirds of this will come from increased sales, and the rest will be contributed by price increases. AMD is also a memory chip purchaser. Its suppliers include SK Hynix and Samsung Electronics, so its sales performance can reflect the impact of memory chip costs on the entire industry. The schedule for mass production of AMD's artificial intelligence infrastructure platform Helios will also affect the company's stock price if there is any news. Anthropic, OpenAI, and Meta are all customers of this platform.