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AMD受制于HBM与封装瓶颈，数据中心GPU难撼动英伟达

1 reports1 reporting sourcesUpdated 5 hours ago

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2026年11月5日，行业分析媒体The Next Platform刊文指出，AMD在数据中心GPU业务上虽仍能赚取可观利润，但其出货规模难以大幅撼动英伟达的领先地位。文章分析认为，AMD追赶英伟达的主要阻碍在于供应链限制，特别是受制于三星、SK海力士和美光等主要供应商的HBM配额，以及相关的先进封装瓶颈，这些限制制约了AMD数据中心GPU的大规模放量。

AI-generated from reports · Updated 5 hours ago

Latest developmentsNov 5 04:31
分析指出受HBM配额及封装瓶颈制约，AMD数据中心GPU规模难撼动英伟达。

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Nov 5
  1. The Next PlatformSelected
    AMD May Struggle to Catch Nvidia, but Can Still Reap Handsome Profits

    An analysis published by The Next Platform points out that, constrained by HBM allocations and packaging bottlenecks from suppliers such as Samsung, SK Hynix, and Micron, AMD's data center GPU shipments are unlikely to significantly shake Nvidia's lead.

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