2026年初,半导体行业被一则出人意料的消息震动:技术迭代稳健、市场成熟的CPU,竟也遭遇了类似存储芯片的"产能危机"。根据KeyBanc资本市场的数据,由于超大规模云服务商的疯狂"扫货",英特尔与AMD在2026全年的服务器CPU产能已基本售罄。为应对这种极端的供需失衡,两家公司均计划将服务器CPU价格上调10%至15%,这在传统上价格升降相对平缓的CPU市场实属罕见。CPU产能的罕见紧张背后,...
Source Link2026年初,半导体行业被一则出人意料的消息震动:技术迭代稳健、市场成熟的CPU,竟也遭遇了类似存储芯片的"产能危机"。根据KeyBanc资本市场的数据,由于超大规模云服务商的疯狂"扫货",英特尔与AMD在2026全年的服务器CPU产能已基本售罄。为应对这种极端的供需失衡,两家公司均计划将服务器CPU价格上调10%至15%,这在传统上价格升降相对平缓的CPU市场实属罕见。CPU产能的罕见紧张背后,...
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