有媒体援引KeyBanc数据称,由于超大规模云服务商“扫货”,英特尔与AMD方面2026年的服务器CPU产能已基本售罄。为了应对供需极端失衡并确保后续供应稳定,两家公司均计划将服务器CPU价格上调10%-15%。
·AI服务器需求增量来源:2026年上半年CPU需求将实现30%的增量,该增量主要由两部分构成:a. 约15%-20%的需求来自商用处理器迭代,系5年前投入使用的商用处理器进入更新周期,覆盖使用强度高、具备升级实力的客户群体;b.
Everyone has heard that mitochondria are the powerhouse of the cell. Well, the central processing unit (CPU) is the powerhouse of the computer. It's the brain, and without a CPU in your computer, ...
根据 KeyBanc 数据,由于超大规模云服务商的采购,英特尔和 AMD 在 2026 全年的服务器 CPU 产能已接近售罄,而为了应对供需极端失衡并确保后续供应稳定,两家公司均计划将服务器 CPU 价格上调 10-15%。
根据KeyBanc资本市场的数据,由于超大规模云服务商的疯狂"扫货",英特尔与AMD在2026全年的服务器CPU产能已基本售罄。为应对这种极端的供需失衡,两家公司均计划将服务器CPU价格上调10%至15%,这在传统上价格升降相对平缓的CPU市场实属罕见。
We may receive a commission on purchases made from links. Building your first computer is a memory worth cherishing for years, and the amount of research that goes into picking the right parts is what ...
In the eighties, computer processors became faster and faster, while memory access times stagnated and hindered additional performance increases. Something had to be done to speed up memory access and ...