The CPU bottleneck

来源: 于 2026-05-05 13:41:00 [博客] [旧帖] [给我悄悄话] 本文已被阅读：次

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).