The CPU bottleneck

来源: bogbog 于 2026-05-05 13:41:00 [] [博客] [旧帖] [给我悄悄话] 阅读数 : (278 bytes)
回答: 大方向确认了，可以继续开火了 由 fpeking 于 2026-05-05 13:29:03

The CPU bottleneck is now simultaneously a pricing power story (Intel/AMD ASP expansion), a volume story (4x CPU core demand per GW in agentic AI), a market share story (AMD taking Intel share + ARM entering), and a supply chain story (TSMC N3 tightening through 2027).

所有跟帖： 

• fully with you -fpeking- ♂ 给 fpeking 发送悄悄话 (0 bytes) () 05/05/2026 postreply 13:43:15

• 写诗了 -dancingpig- ♀ 给 dancingpig 发送悄悄话 (0 bytes) () 05/05/2026 postreply 14:19:30

• LOL -bogbog- ♀ 给 bogbog 发送悄悄话 bogbog 的博客首页 (167 bytes) () 05/05/2026 postreply 14:28:44

• 哇，太厉害，全方位利好啊！现在追还来得及么，前几天买少了 -10miDream- ♀ 给 10miDream 发送悄悄话 (167 bytes) () 05/05/2026 postreply 16:05:53

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