IT之家 8 月 18 日消息，据台媒《电子时报》今日报道，业界声音显示目前 AI 浪潮下以功率半导体为代表的模拟芯片迎来旺盛而坚挺的需求，这波供应吃紧至少要持续 2 年。
报道指出，模拟芯片业者表示下游需求预估呈逐年倍增态势，客户信心十足；即使产业积极扩充 12 英寸 (300mm) 产能，供给增长的速度也跟不上需求暴涨的幅度。这意味着相关产品还有进一步涨价空间。
图源：Pexels
另一方面，AI 逻辑芯片的部署仰赖完善的供电体系，而这为功率半导体创造了间接的额外商机：功率半导体产能提升可降低电力基础设施成本，加速电网部署，从而缓解美国多地对 AI 数据中心耗电过多推高电价、削弱电网容错的担忧，为更多数据中心的建设创造可能。
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