模式改变!半导体行业现在流行组队打群架

芯工厂
Oct 07, 2025

今年下半年芯片市场可谓风起云涌,先是英特尔接连几笔重大投资,获得强而有力的股东,现在AMD又将迎来OpenAI的投资。在生成式AI与代理式AI兴起之际,AI芯片与相关能力是战略物资,业界先各自组战队,上下游合纵连横,看来正逐渐摆开阵势要进一步抢市。英伟达是目前AI芯片业的领头羊,由于AI基础建设正方兴未艾,相关芯片与系统都相当抢手。不过业界竞争是定律,大家都会想分杯羹,客户也不会希望只能采购一家...

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