AMD第三季度营收134亿美元增45%：数据中心收入85亿美元近翻倍，第四季度指引约170亿美元
超威半导体公司（AMD）11月3日公布2026年第三季度业绩：营收134亿美元，同比增长45%，创历史新高；毛利率54%，营业利润28亿美元，净利24亿美元，每股摊薄收益1.46美元。按非公认会计准则（non-GAAP）口径，毛利率56%，营业利润39亿美元，净利35亿美元，每股摊薄收益2.09美元，高于市场预期的1.95美元。
数据中心业务是本季增长引擎：收入创纪录的85亿美元，同比增长97%。相比之下，包含个人电脑芯片与游戏机处理器的客户与游戏业务收入同比下降8%至37.2亿美元。
董事长兼首席执行官苏姿丰（Lisa Su）表示，本季营收创纪录并超过指引上限，数据中心业务销售额同比近乎翻倍。执行副总裁兼首席财务官 Jean Hu 表示，第三季度营收同比增长45%至创纪录的134亿美元，非公认会计准则每股收益增长74%，显示数据中心业务带来规模效应下公司商业模式的经营杠杆。
展望第四季度，AMD 预计营收约170亿美元、上下浮动3%，高于市场预期的约162亿美元；预计非公认会计准则毛利率约55%。
（来源：AMD）
AMD Third-Quarter Revenue Jumps 45% to $13.4 Billion: Data Center Revenue Nearly Doubles to $8.5 Billion, Q4 Guide About $17 Billion
Advanced Micro Devices (AMD) announced financial results for the third quarter of 2026 on November 3. Third quarter revenue was $13.4 billion, up 45% year over year to a record, gross margin was 54%, operating income was $2.8 billion, net income was $2.4 billion and diluted earnings per share was $1.46. On a non-GAAP basis, gross margin was 56%, operating income was $3.9 billion, net income was $3.5 billion and diluted earnings per share was $2.09, above the $1.95 consensus estimate.
The Data Center segment drove the quarter, with revenue reaching a record $8.5 billion, up 97% year over year, as demand for its chips grows with the shift in super intelligence (SI) workloads. By contrast, sales in the client and gaming segment, home to PC chips and console processors, fell 8% to $3.72 billion.
"We delivered a record quarter with revenue exceeding the high end of our guidance as Data Center segment sales nearly doubled year-over-year," said Dr. Lisa Su, AMD chair and CEO. Jean Hu, AMD executive vice president, chief financial officer and treasurer, said third quarter revenue grew 45% to a record $13.4 billion while non-GAAP earnings per share grew 74%, demonstrating the significant operating leverage in the business model as the Data Center business drives scale.
For the fourth quarter of 2026, AMD expects revenue to be approximately $17 billion, plus or minus 3%, above the analyst average estimate of about $16.2 billion, with adjusted gross margin of about 55%.
(Source: Advanced Micro Devices, Inc)
来源：AMD
发布：GSM·美国（发布链接）
图片来源：图：AMD 位于加州 Santa Clara 的总部大楼。CC BY-SA 4.0，经 Wikimedia Commons。 / Photo: AMD headquarters in Santa Clara, California. CC BY-SA 4.0, via Wikimedia Commons.
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