严重缺货!全球两大芯片巨头大涨

芯报告
Yesterday

3月4日,英特尔大涨5.75%,AMD大涨5.8%。两大CPU巨头都表示,客户订单太多,市场严重缺货,无法满足市场需求。英特尔称,服务器CPU市场在2026年显著增长,大范围的服务器需求强劲。到2027年供应都是一个巨大的挑战。存储芯片短缺的问题会持续到2027年。目前英特尔工厂的产能利用率已经超过100%。AMD首席执行官苏姿丰透露,企业级服务器CPU需求意外爆发,公司全力追赶订单。苏姿丰表示:...

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