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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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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。 HELENA, Mont. -- A federal judge in Montana is continuing to block enforcement of a law that puts restrictions on drag shows and bans drag reading events in public schools and libraries, saying Friday that the law targets free speech and expression and that the text of the law and its legislative history "evince anti-LGBTQ+ animus.”The preliminary injunction, granted by U.S. District Court Judge Brian Morris, prevents enforcement of the law while a lawsuit filed on July 6 moves through the court process. Morris heard arguments over the injunction on Aug. 28.In briefs, the state argued “the Legislature determined sexually oriented performances and drag reading events to be indecent and inappropriate for minors,” and potentially harmful. Protecting minors from divergent gender expression is not the same as protecting minors from obscene speech, attorney Constance Van Kley argued for the plaintiffs during the Aug. 28 hearing.Montana law already protects minors from exposure to obscenities, the plaintiffs argued.“The state hasn't argued meaningfully that the speech targeted by (the new law) — beyond the obscenity already regulated — is potentially harmful to children," the plaintiffs argued in court filings.The state is not trying to establish a new obscenity standard in regulating drag performances, Assistant Attorney General Michael Russell said during arguments over the injunction. “We're arguing that they're indecent and improper for minors only,” and that the state has an interest to protect minors from that kind of conduct, he said.“No evidence before the Court indicates that minors face any harm from drag-related events or other speech and expression critical of gender norms,” Morris wrote in granting the injunction.Morris had granted a temporary restraining order against the law in late July, in time to allow Montana Pride to hold its 30th annual celebration in Helena without concerns about violating the law.The judge said the way the law was written would “disproportionally harm not only drag performers, but any person who falls outside traditional gender and identity norms.” He said the law did not adequately define actions that might be illegal and appears likely to ”encourage arbitrary and discriminatory enforcement."The law seeks to ban minors from attending “sexually oriented performances,” and bans such performances in public places where children are present. However, it does not adequately define many of the terms used in the law, causing people to self-censor out of fear of prosecution, attorneys for the plaintiffs argue. The law also made Montana the first state to specifically ban drag kings and drag queens — which it defined as performers who adopt a flamboyant or parodic male or female persona with glamorous or exaggerated costumes and makeup — from reading books to children in public schools or libraries, even if the performances do not have a sexual element. The law does not define terms like “flamboyant,” “parodic” or “glamorous,” Morris said in July.Enforcement can include fines for businesses if minors attend a “sexually oriented performance.” The law also calls for the loss of state licenses for teachers or librarians, and the loss of state funding for schools or libraries, that allow drag reading events to be held. It allows someone who, as a minor, attended a drag performance that violated the law to sue those who promoted or participated in the event at any time over a 10-year period after the performance. Montana’s law is flawed — like similar laws in Florida and Tennessee that have been blocked by courts — because it regulates speech based on its content and viewpoint, without taking into account its potential literary, artistic, political or scientific value, Morris found in July.The U.S. Supreme Court in 1972 set guidelines to determine whether something is obscene: Whether the work appeals to the prurient interest — a degrading or excessive interest in sexual matters; whether it depicts or describes sexual conduct in a patently offensive way; and whether the work lacks serious serious literary, artistic, political or scientific value.Like many Republican-led states, Montana’s conservative lawmakers have passed other laws targeting transgender people. The state's law banning gender-affirming medical care for minors has been blocked by a state judge. Montana's Republican-controlled legislature also passed a bill to define sex as only “male” or “female” in state law. That law was challenged this week, with arguments that it blocks legal recognition and protections to transgender, nonbinary and intersex residents.“It is absolutely impermissible for the government to deny benefits to a group of people on the basis of their straightforward hostility to them,” said Van Kley. In the “male” or “female” sex case, “there is pretty substantial evidence that the intent was to target transgender people,” Van Kley added.。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%。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。

二 | 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。。