Cerebras Systems（CBRS）今日盘中股价大跌5.05%，引起了市场关注。
消息面上，IBM公布了全球首项能够制造小于1纳米芯片的技术，这项新技术将使一种名为SRAM的存储器电路缩小40%，而此类存储器被广泛应用于Cerebras Systems的芯片中。市场分析认为，IBM在芯片技术上的突破可能对Cerebras Systems构成竞争压力，影响了投资者信心。
根据报道，IBM的0.7纳米芯片在指甲大小的面积上集成了近1000亿个晶体管，其密度约为2021年发布的2纳米芯片的两倍，性能最高可提升50%，能效可提高70%。Cerebras Systems目前依赖台积电进行生产，而IBM新技术的推出可能改变人工智能计算芯片的竞争格局。
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