近日，AI需求激增导致CPU市场出现结构性涨价。英特尔与AMD的服务器CPU产能在2026年基本售罄，计划将服务器CPU价格上调10%-15%，高端AI优化型号涨幅达15%-20%。消费级CPU价格整体保持稳定，但部分型号涨幅7%-10%。涨价主要因AI服务器需求爆发，CPU产能被挤占，以及云服务商集中采购。国产CPU厂商如海光信息、龙芯中科等，凭借技术突破与政策支持，市场份额持续提升。
Source Link近日，AI需求激增导致CPU市场出现结构性涨价。英特尔与AMD的服务器CPU产能在2026年基本售罄，计划将服务器CPU价格上调10%-15%，高端AI优化型号涨幅达15%-20%。消费级CPU价格整体保持稳定，但部分型号涨幅7%-10%。涨价主要因AI服务器需求爆发，CPU产能被挤占，以及云服务商集中采购。国产CPU厂商如海光信息、龙芯中科等，凭借技术突破与政策支持，市场份额持续提升。
Source LinkDisclaimer: 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.