我不懂，这个是chatGPT说的。另外从trump的反映来看，的确比较重要

来源: QQQ2074 于 2025-10-11 14:09:02 [] [旧帖] [给我悄悄话] 阅读数 : (1031 bytes)
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
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