AI服务器产业链,8大赛道增速对比

与非网
Nov 12

在大模型持续迭代、智能应用加速落地的背景下,AI服务器作为算力基础设施的核心载体,其产业链各环节展现出不同的增长态势与竞争逻辑。本文系统梳理了AI服务器产业链中八大关键环节,包括AI服务器整机与ODM、AI加速芯片、光模块/光芯片、存储、内存接口芯片、PCB、电源与散热,在2025年前三季度的单季营收增速变化与毛利率走势,量化揭示产业链各环节的景气度水平。AI服务器整机(含ODM)领域呈现“冰火...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10