英特尔CEO陈立武:存储芯片短缺至少持续至2028年

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当地时间2月3日,在思科AI峰会上,英特尔首席执行官陈立武谈到存储芯片短缺局面时表示:“要到2028年才能有所缓解。”陈立武给出的“2028年”节点远超华尔街共识,暗示本轮“超级周期”的持续性可能被低估。  陈立武透露与两家主要存储大厂沟通后的结论是:供应紧张至少将持续至2028年。  当下存储芯片驱动力不再是消费电子的周期性波动,而是AI基础设施的结构性挤压。陈立武明确指出,“人工智能将‘吃下’...

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