我不懂,这个是chatGPT说的。另外从trump的反映来看,的确比较重要
Aspect | Short term (0–6 mo) | Medium term (6–18 mo) | Long term (2+ yrs) |
---|---|---|---|
GPU manufacturing | Continues, just higher cost | Delays, tool maintenance issues | Risk of fab capacity shortage |
New GPU ramp (Blackwell, etc.) | On schedule | Slowed by material/tool shortage | Possibly stalled if restrictions persist |
Core silicon availability | OK initially | Tightens | Constrained |
Overall effect | Cost and delivery issue | ? Production bottlenecks | Physical output constraint possible |