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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。
二 | Vice President Kamala Harris has triggered backlash online after seeming to liken the Supreme Court's decision to overturn Roe v. Wade - the landmark 1973 ruling that had legalized abortion nationwide for almost 50 years - to slavery.,“We have to recognize we're a nation that was founded on certain principles that are — that are grounded in the concept of freedom and liberty. We also know that we've had a history in this country of government trying to claim ownership over human bodies. And we had supposedly evolved from that time and that way of thinking. So this is very problematic on so many levels,” Harris said while addressing the crowd at the Essence Festival in New Orleans on Saturday.,Vice President #KamalaHarris speaking on the Supreme Court's Roe V. Wade decision at @Essence Fest.#RoeVWade #essencefestival pic.twitter.com/cfRyj1rywi— Shaquille Omari (@shaq_omari) July 3, 2022,The annual music festival was started in 1995, originally as a one-off event to celebrate the 25th anniversary of Essence, a magazine aimed primarily towards African-American women.,Although Harris did not explicitly reference slavery, she was believed to have been indicating to the United States' grim history of legally enslaving human beings, mainly Africans and African Americans.,“Millions of women in America will go to bed tonight without access to the healthcare and reproductive care that they had this morning… Without access to the same healthcare or reproductive healthcare that their mothers and grandmothers had for 50 years. Today's decision on that theory, then, calls into question other rights that we thought were settled,” the VP added.,VP Kamala Harris Did Not Believe Justices When They Said Roe Was Settled27 June, 23:31 GMT,Her remarks were made after the highest court in the country overturned the 1973 landmark ruling on 24 June that "protects a pregnant woman's liberty to choose to have an abortion without excessive government restriction.”,Users online immediately responded to the Vice President’s remarks, slamming Harris’s stance.,We are now living in the darkest times in America’s history because of the corruption within the treasonous Democrat Party.— Mick McKenzie (@Mick553) July 4, 2022,Hey, Kamala: Slavery happened because elites in power decided a group of people were less than human so they then had the right to own and kill Africans. Today we have a group of elites who see unborn babies as less than human, and you actively fight for the right to kill them.— Rick Yuzzi (@RickYuzzi) July 3, 2022,Who cares what she thinks. She is a disgrace to this nation.— Tony Mallett (@TonyMallett8) July 3, 2022,Did anyone ask her who owns the life of the unborn child?— Mouse That Roared (@MiceThatRoar16) July 3, 2022,Which is ironic because those who support abortion with no limitations claim ownership over the unborn human body as the reason to end its life.— Tamara_swindy (@tamaraswizzle) July 3, 2022,Yup. Because at 6 weeks embryos still have tails. This isn't about saving "babies" at this stage— V. Sears (@Sueshuz) July 3, 2022,Nothing denies a person's humanity like treating them as an inanimate incubator.— kathykattenburg (@kathykattenburg) July 4, 2022,Women Hoarding Birth Control, Abortion Pills After Roe v Wade Overturned, Media Says27 June, 18:18 GMT,Some internet users reminded Kamala Harris of her heritage, as she is the daughter of an Indian-American mother and a Jamaican-American father.,This incredibly entitled person does not want to reflect upon caste systems. She has an unflattering legacy she might have to explain.— SmithWinston1984 (@SmithWinston44) July 4, 2022,Weren't some of them claiming ownership on her father's side of the family?— Suzy Que (@SuzyQue27155082) July 3, 2022,This comes as mass demonstrations have swept the US following the ruling that now grants states the authority to ban or restrict abortions. So-called trigger laws - bans designed to take effect with the overturning of Roe v. Wade – have been rendered enforceable in some states following the US Supreme Court's ruling, while in others, the bans await official action.,Democrat-Aligned Groups Haul $80 Million in Donations in Week Following Roe v. Wade RepealYesterday, 19:30 GMT,Restrictive abortion laws are in effect in at least four states: Arkansas, Missouri, South Dakota and Wisconsin, according to CNN.,Still awaiting state action for the governor to certify the Supreme Court's decision are Wyoming, North Dakota, Idaho, Tennessee and Texas. In over a dozen states, legal fights are underway over abortion bans and limits on the procedure.,In the immediate aftermath of the ruling, Democrats vowed to pass a federal law enshrining the right for abortions should they sweep the midterm November elections.。
三 | 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。 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。
四 | 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%。
五 | 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%。
六 | 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。
七 | 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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