我不懂，這個是chatGPT說的。另外從trump的反映來看，的確比較重要

來源: QQQ2074 於 2025-10-11 14:09:02 [] [舊帖] [給我悄悄話] 閱讀數 : (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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