香港花旗银行:服务器CPU整体潜在市场规模将于2030年达1315亿美元

金吾财讯
May 29

金吾财讯 | 香港花旗银行研究指,花旗分析员预计,服务器CPU的整体潜在市场规模将从2025年的293亿美元扩大至2030年的约1,315亿美元,对应的复合年均增长率(CAGR)达35%。各细分市场具体预测如下:通用CPU:2030年的TAM升至509亿美元,复合年均增长率为20%;AI主节点CPU:2030年的TAM升至211亿美元,复合年均增长率为21%;AI代理专用CPU:2030年的TAM升至594亿美元,复合年增长率为185%。

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