芯片巨头确认，CPU需求激增

半导体行业观察

03/06

公众号记得加星标⭐️，第一时间看推送不会错过。在2026年摩根士丹利科技、媒体和电信大会上，AMD和英特尔均表示，由于人工智能的兴起，CPU的需求正在上升。英特尔首席财务官大卫·津斯纳在问答环节中（通过Investing.com）表示，“今年CPU再次成为热门”，尤其是在人工智能代理需要CPU来协调GPU和NPU执行的计算密集型任务的情况下。英特尔甚至已经开始看到一些客户寻求长期协议，以确保能够...

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的短缺尤为突出，因为数据中心和超大规模数据中心一直在大量采购这些组件，以构建配备数十万个 GPU 的大型服务器。随着显卡供应在 2025 年年中左右开始趋于正常，专家和分析师开始警告称，由于人工智能数据中心对高带宽内存和企业级存储的巨大需求，内存和存储芯片将出现短缺。我们在去年第四季度全面感受到了这场危机的影响，内存模块和固态硬盘的价格将持续上涨至2026年2月。比GPU短缺更糟糕的是，它的影响范围更广。虽然GPU短缺主要集中在配备独立显卡的台式机和游戏笔记本电脑上，但几乎所有现代数字设备——从智能电视和智能手机等消费电子产品到汽车和工业级设备——都需要内存和存储。而消费级内存和存储产品正在与企业级内存和存储产品争夺同一片晶圆空间，后者通常价格要高得多。随着人工智能的发展，从大型语言模型和聊天机器人迈向能够独立观察、推理、规划、行动和学习的智能体，数据中心需要更强大的多处理器计算能力——这意味着需要整合CPU、GPU、NPU等多种组件——来支持整个智能体人工智能工作流程。中国已经开始出现这种需求激增的情况，中美双方都报告称该地区服务器CPU供应短缺。我们也看到高端Mac Studio和Mac mini的需求激增，尤其是在开源Clawdbot/Moltbot/OpenClaw等工具日益普及，越来越多的人开始构建自己的本地人工智能智能体之后。AMD和英特尔可能正在讨论数据中心对其CPU的需求；消费级系统无法满足智能体人工智能对内存的巨大需求。然而，如果出现短缺，假设需求持续增长，这种短缺可能会蔓延到消费市场。过去几代产品中，AMD 和英特尔不断融合数据中心和消费级产品，通过在客户端和企业级市场采用相同的微架构来最大化良率。部分芯片在数据中心领域可能用不上，因此消费级市场不会消失。但如果市场重心转向数据中心，就像我们在内存和固态硬盘领域看到的那样，可能会对供应造成下行压力。与英伟达数据中心业务营收呈指数级增长不同，AMD和英特尔每季度仍有大约一半的总营收来自消费市场。消费市场依然是一个重要的市场，因此，尽管数据中心的需求可能会增加，但至少不应该完全以牺牲消费市场为代价。希望英特尔和AMD都能满足未来的需求，以免加剧计算机行业日益恶化的局面。否则，如果现状持续下去，一些人已经预测，到2028年入门级PC市场将会终结。（来源：编译自tomshardware）*免责声明：本文由作者原创。文章内容系作者个人观点，半导体行业观察转载仅为了传达一种不同的观点，不代表半导体行业观察对该观点赞同或支持，如果有任何异议，欢迎联系半导体行业观察。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"2","news_tag":"dataReport","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}