AI算力爆发重构全球电子产能版图,并促使电子行业利润加速向存储产业链集中。 高通、联发科等芯片设计龙头近期相继宣布全系产品提价,这一动作的背后,折射出全球半导体供应链核心环节正面临严峻的产能紧缺。在AI算力基建爆发的背景下,全球电子产业的产能规划被重构,原本供给消费电子的核心产能持续转向能带来高利润的AI算力。 其中,存储产业链在AI算力基建中全面受益。据A股电子行业2026年半年度业绩预告,...
Source LinkAI算力爆发重构全球电子产能版图,并促使电子行业利润加速向存储产业链集中。 高通、联发科等芯片设计龙头近期相继宣布全系产品提价,这一动作的背后,折射出全球半导体供应链核心环节正面临严峻的产能紧缺。在AI算力基建爆发的背景下,全球电子产业的产能规划被重构,原本供给消费电子的核心产能持续转向能带来高利润的AI算力。 其中,存储产业链在AI算力基建中全面受益。据A股电子行业2026年半年度业绩预告,...
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