数据中心芯片,谁更挣钱?

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前言:在最近一个季度,数据中心相关出货量表现出强劲增长,英伟达、博通、AMD、英特尔、美光、SK海力士、美光和三星的年出货量已超过2200亿美元,此数据并不包含电源芯片。随着LLM的快速扩展,预计数据中心半导体支出将持续攀升。到2030年,该支出有望突破5000亿美元大关,占据整个半导体行业的半壁江山以上。作者| 方文三图片来源 |网 络数据中心芯片市场保持增长势头根据市场研究机构Yole ...

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