The CPU bottleneck

來源: bogbog 於 2026-05-05 13:41:00 [] [博客] [舊帖] [給我悄悄話] 閱讀數 : (278 bytes)
回答: 大方向確認了，可以繼續開火了 由 fpeking 於 2026-05-05 13:29:03

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).

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