另一方面，云厂商面向AI需求扩增资本开支， AI推理服务器进一步推升服务器CPU需求。 根据TrendForce的数据，2026年全球AI服务器出货量或将同比增长超20%，占服务器整体出货量的比重有望上升至17%。

每天的信息都太多了，讲三个话题。CPU应该是今天最火的话题了，今天查了很多资料，也听了几家机构的路演，这里就简单说一下CPU的涨价逻辑。1、对CPU的利好，肯定需要增量的CPU，像DeepSeek的Engram， 将大量静态的嵌入表从HBM ...

这一波上涨行情的背后，离不开行业基本面的强力支撑。据KeyBanc数据显示，受超大规模云服务商集中采购的影响，英特尔与AMD两家厂商2026全年的服务器CPU产能已基本售罄。为应对这一供需失衡格局、保障后续供货稳定，两家企业均计划将服务器CPU售价上 ...

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 ...