全球AI算力霸主英伟达正面临供应链现实的严峻考验。在下一代AI加速器量产时间表逼近之际,由于主要存储芯片供应商在产能扩张和良率提升上遭遇双重阻力,英伟达可能被迫调整其采购策略,放宽对第四代高带宽内存(HBM4)的技术规格要求,优先确保供应稳定性而非极致性能。 据ZDNet报道,尽管三星电子近期宣布HBM4即将量产出货,在进度上略微领先于竞争对手SK海力士和美光,但整体市场供应动态仍取决于英伟达的...
Source Link全球AI算力霸主英伟达正面临供应链现实的严峻考验。在下一代AI加速器量产时间表逼近之际,由于主要存储芯片供应商在产能扩张和良率提升上遭遇双重阻力,英伟达可能被迫调整其采购策略,放宽对第四代高带宽内存(HBM4)的技术规格要求,优先确保供应稳定性而非极致性能。 据ZDNet报道,尽管三星电子近期宣布HBM4即将量产出货,在进度上略微领先于竞争对手SK海力士和美光,但整体市场供应动态仍取决于英伟达的...
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