AI吃掉内存产能,手机厂商要为此买单?

中新经纬
Feb 11

中新经纬2月11日电 (宋亚芬)全球最大智能手机芯片生产商高通与英国半导体设计企业Arm Holdings日前相继发出预警,指出高带宽内存(HBM)的持续短缺将直接限制智能手机产量。原因是由人工智能基础设施驱动的数据中心需求大幅上涨,HBM供应形成显著的“虹吸效应”,令消费电子领域面临持续挤压。IDC报告指出,这本质上是一场零和博弈:每一片分配给英伟达GPU(图形处理器)的HBM芯片,都意味着中端...

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