机构:服务器CPU需求已供不应求 正复刻存储芯片式的紧平衡周期

格隆汇
Aug 09
有机构认为,服务器CPU需求已供不应求,正复刻存储芯片式的紧平衡周期,量价逻辑同步走强。产业链层面的交叉印证更为鲜明:受AI算力集群部署驱动,服务器CPU年内部分产品价格涨幅已超40%、单月涨幅超10%,交付周期最长拉长至六个月。服务器CPU正步入“类内存/HBM”的紧平衡周期。这标志着CPU从AI周期中被忽视的配角,转变为兼具量增与价升弹性的确定性受益环节。

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