人工智能竞赛的最大赢家是谁?人工智能超级周期正在重塑半导体和电子产业,人工智能基础设施的大规模建设让整个供应链承压。集邦咨询的预估数据显示,尽管英伟达等人工智能加速器研发企业正借人工智能热潮赚得盆满钵满,但存储芯片厂商才是最大的获利者。究其原因,除大宗商品市场的运行规律外,存储芯片厂商与芯片代工厂的商业模式、扩张策略存在本质差异,是造就这一结果的关键。需求激增,供应告急集邦咨询预测,2026 年...
Source Link人工智能竞赛的最大赢家是谁?人工智能超级周期正在重塑半导体和电子产业,人工智能基础设施的大规模建设让整个供应链承压。集邦咨询的预估数据显示,尽管英伟达等人工智能加速器研发企业正借人工智能热潮赚得盆满钵满,但存储芯片厂商才是最大的获利者。究其原因,除大宗商品市场的运行规律外,存储芯片厂商与芯片代工厂的商业模式、扩张策略存在本质差异,是造就这一结果的关键。需求激增,供应告急集邦咨询预测,2026 年...
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