引言:当英伟达GB200售价突破百万时,你是否想过那颗芯片背后真正的“吞金兽”是谁?答案可能颠覆你的认知——真正推高AI成本的不是GPU核心,而是包裹它的封装与晶圆代工。01 观点:涨价背后的双重挤压逻辑晶圆代工全面涨价背后,是AI算力军备竞赛与成熟制程产能结构性短缺的双重挤压。关键数据:先进制程领涨台积电3nm报价涨幅30%,2nm晶圆单价突破3万美元(较3nm涨50%)成熟制程跟进8英寸代工费...
Source Link引言:当英伟达GB200售价突破百万时,你是否想过那颗芯片背后真正的“吞金兽”是谁?答案可能颠覆你的认知——真正推高AI成本的不是GPU核心,而是包裹它的封装与晶圆代工。01 观点:涨价背后的双重挤压逻辑晶圆代工全面涨价背后,是AI算力军备竞赛与成熟制程产能结构性短缺的双重挤压。关键数据:先进制程领涨台积电3nm报价涨幅30%,2nm晶圆单价突破3万美元(较3nm涨50%)成熟制程跟进8英寸代工费...
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