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装机价格暴涨!CPU出货暴跌20% AMD却迎来高光时刻_我的网站

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A |     根据市场调研机构Mercury Research发布2026年第二季度x86 CPU市场报告,整体CPU出货量环比增长超过10%,远超正常季节性趋势,但桌面CPU出货量同比暴跌超过20%,成为市场中最惨淡的板块。

B | Mercury Research首席分析师Dean McCarron表示,二季度x86和Arm CPU的实际出货量强劲增长,主要得益于Intel在移动端大幅增加出货量,以及AMD产品持续放量。    DENVER -- A former National Security Agency employee from Colorado pleaded guilty Monday to trying to sell classified national security information to Russia. Federal prosecutors agreed to not ask for more than about 22 years in prison for Jareh Sebastian Dalke when he is sentenced in April if he adheres to the terms of a plea deal, but the judge will ultimately decide his punishment.Dalke, a 31-year-old Army veteran from Colorado Springs, technically faces up to a possible life sentence for giving the information to an undercover FBI agent who prosecutors say Dalke believed was a Russian agent. However, accepting responsibility for a crime usually leads to a lighter sentence. Dalke told the agent that he wanted to “cause change” after questioning the United States' role in causing damage to the world, but he also said he was $237,000 in debt, according to court documents. He also allegedly said he had decided to work with Russia because his heritage “ties back to your country.”Dalke pleaded guilty during a hearing before U.S. District Judge Raymond Moore. He only spoke in answer to questions from Moore about whether he understood the terms of the deal. He acknowledged that he has been taking medications for mental illness while being held in custody for about a year. Dalke was paid $16,499 in cryptocurrency last year for excerpts of some documents that he passed on to the agent to show what he had, and then he offered to sell the rest of the information he had for $85,000, according to the plea deal.The agent directed him to go to Denver's downtown train station on Sept. 28, 2022, and send the documents using a secure digital connection during a four-hour window. Dalke arrived with his laptop and first used the connection to send a thank you letter that opened and closed in Russian and in which he said he looked “forward to our friendship and shared benefit,” according to the plea deal. Moments after he used his laptop to transfer all the files, FBI agents arrested him. According to the indictment, the information Dalke sought to give to Russia included a threat assessment of the military offensive capabilities of a third, unnamed country. It also includes a description of sensitive U.S. defense capabilities, some of which relates to that same foreign country. The plea deal requires, among other things, that Dalke agree to talk to authorities about his crimes and provide truthful, accurate and valuable information about what happened. Dalke worked as an information systems security designer for the NSA, the U.S. intelligence agency that collects and analyzes signals from foreign and domestic sources for the purpose of intelligence and counterintelligence. After he left and gave the classified information to the undercover agent, prosecutors say he reapplied to work at the NSA.During a hearing last year, one of Dalke's federal public defenders downplayed Dalke’s access to classified information since he only worked at the NSA for less than a month.。    但同比来看,CPU市场在出货量上仍呈萎缩态势,主要拖累项是IoT、SoC和嵌入式产品出货量下降,以及桌面CPU的大幅下滑。其中AMD在所有主要板块均获得份额增长,整体x86市场份额达到30.7%的历史新高,包含IoT、主机SoC和嵌入式产品在内,AMD份额为34.1%,这也是AMD十几年来最为高光的时刻。具体来看,受显卡缺货、主板和内存及SSD等组件价格上涨影响,桌面CPU是本季度出货下降最多的板块,出货量同比和环比均下降超过20%。AMD和Intel的桌面CPU出货量都出现大幅下滑,但AMD跌幅小于Intel,份额反而有所增长升至34.9%,高于一季度的33.2%和去年同期的32.2%。

C | Intel份额降至65.1%,低于一季度的66.8%和去年同期的67.8%。但需要注意,AMD此次桌面端CPU份额提升并非因为卖得多,而是因为跌得少。移动CPU市场则呈现完全不同的景象,Intel在二季度新增了数百万颗移动CPU产能,缓解了此前几个季度的供应瓶颈。    但AMD的出货量增速几乎与Intel持平,份额从一季度的28.3%升至28.9%,同比去年二季度的20.6%增长了8.4个百分点,Intel仍以71.1%占据主导,但份额持续下滑。服务器CPU市场则同比增长近20%,AMD服务器CPU份额升至34.5%,高于一季度的33.2%和去年同期的27.3%。如果只看EPYC对阵Xeon的核心数据中心市场,AMD份额已达46.4%,同比增加9.2个百分点,距离追平Intel仅一步之遥。Mercury Research指出,由于Intel将边缘和网络处理器归入数据中心和AI业务线统计,AMD的实际份额还被低估。

D |     。

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Published on:22:30:02


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