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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

一 |     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。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。

二 |     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。    As part of his global tour to rally support for Ukraine, President Volodymyr Zelensky tried to gain backing from Latin America by delivering a speech to Chilean university students and attempting to make a keynote address to Mercosur.,Neither of these endeavors succeeded, however, and the majority of Latin American countries and its citizens have either remained neutral or backed Russia in the conflict, as opposed to western states with which Zelensky enjoys broader support, for now. Zelensky’s lack of support in Latin America is partially explained by his strong affiliation with the US, several analysts told Sputnik.,'US Puppet',The US State Department launched a "highly digitized" operation to boost Zelensky's image at the international level, but because of this, Latin America views him as a "US puppet," Jorge Elbaum, Argentinian sociologist and journalist explained. Such characteristics prevent most Latin American citizens and governments from sympathizing with him, he added.,"In Latin America there is great distrust of the United States and everyone sees Washington's participation in these operations as the thread, which does not work well for Zelensky's attempts to engage with countries south of the Rio Grande,” Elbaum explained.,While right-wing governments in the region, such as in Ecuador, Uruguay or Paraguay might be supporting the US and Zelensky, they alone will not be able to tip the scales of "mistrust" among the Latin Americans, who see the conflict in Ukraine as being instigated by NATO, Elbaum continued.,Erdogan and Guterres to Meet with Zelensky: Will They Push for Peace Talks?10:12 GMT,The mounting evidence of the Ukrainian president's association with the neo-Nazi groups that have been acting with impunity and have been even rewarded by Kiev since 2014 also does not play into the hands of Zelensky, the analyst believes. He pointed out that such connections to neo-Nazis might even turn away right-wing governments in Latin America.,Russia and China's Counter-Influence in the Media,The US achieved considerable success in promoting Zelensky's image as a defendant of his nation against "Russian aggression" in the first months after the start of the special military operation, but following that, his image started to deteriorate, Venezuela analyst Sergio Rodríguez stated.,"Let's recall that first United Nations vote. Already in the second vote, a month later, the number of supporters was lower and then there were no new votes in the United Nations because the truth began to emerge,” Rodríguez explained.,The analyst believes that Zelensky resorted to seeking help from Latin America after failing to garner it in Asia and Africa due to the strong influence of Russia and China. He hoped to get the backing from "oligarchic sectors related to the US", but the vast majority of states opted to remain neutral.,Zelensky's failure to gather allies in Latin America may also be explained by the growing presence of Russian media in the region, which provides an alternative viewpoint for the population, journalist and sociologist Elbaum added.,"Many people want to know a version that is not the one transmitted by the hegemonic media co-opted, bought or allied to the US logic," he said.,The US-owned media built Zelensky's image as one of a "president who loves his country and defends it in military uniform," he explained. However, as time goes by and Ukraine fails to achieve any success in the conflict, the media increasingly struggles to keep that image up, the journalist claimed.,"Zelensky's image is sinking amid the heap of military lies that they built, claiming that Russia was going to be defeated and that the weapons provided by the West were going to paralyze the [Russian troops]," Elbaum summed up.。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%。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。    。

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