BTC $68,730.28 -6.78%
ETH $1,933.98 -5.74%
BNB $634.84 -6.35%
XRP $1.00 -3.62%
SOL $78.39 -5.73%
TRX $0.3113 -1.87%
DOGE $0.0636 -5.28%
ADA $0.1684 -2.74%
BCH $217.30 -5.60%
LINK $9.73 -3.73%
HYPE $70.59 -2.22%
AAVE $110.71 -6.78%
SUI $0.7739 -5.53%
XLM $0.1427 -2.78%
ZEC $932.17 -5.50%
AAPL $356.96 +0.29%
AMZN $267.89 +0.60%
GOOGL $299.80 +1.48%
MSFT $520.64 -0.13%
META $624.46 -0.72%
NVDA $163.10 +0.97%
TSLA $397.57 +2.48%
SNDK $919.18 -4.13%
INTC $60.68 -0.36%
SPCX $140.04 +0.04%
MU $789.47 -0.41%
AMD $573.37 +1.62%
BTC $68,730.28 -6.78%
ETH $1,933.98 -5.74%
BNB $634.84 -6.35%
XRP $1.00 -3.62%
SOL $78.39 -5.73%
TRX $0.3113 -1.87%
DOGE $0.0636 -5.28%
ADA $0.1684 -2.74%
BCH $217.30 -5.60%
LINK $9.73 -3.73%
HYPE $70.59 -2.22%
AAVE $110.71 -6.78%
SUI $0.7739 -5.53%
XLM $0.1427 -2.78%
ZEC $932.17 -5.50%
AAPL $356.96 +0.29%
AMZN $267.89 +0.60%
GOOGL $299.80 +1.48%
MSFT $520.64 -0.13%
META $624.46 -0.72%
NVDA $163.10 +0.97%
TSLA $397.57 +2.48%
SNDK $919.18 -4.13%
INTC $60.68 -0.36%
SPCX $140.04 +0.04%
MU $789.47 -0.41%
AMD $573.37 +1.62%

中芯國際 赵海军:2027 年代工產能將非常緊缺

2026-11-13 10:40:21

ChainCatcher 消息,在 11 月 13 日舉行的中芯國際 2026 年第三季度業績會上,聯合 CEO 趙海軍表示,目前 AI 發展方興未艾,算力需求供不應求。行業共識認為,2027 年將是半導體代工產能非常緊缺的一年,預計緊缺將持續至 2028 年中期至下半年。

趙海軍指出,2028 年中期之後,與 AI 相關的存儲器需求或達到基本供需平衡,但算力及其他配套晶片可能仍然緊缺。從具體晶圓收入來看,手機及中低端消費類產品需求走弱,未來或仍保持下降趨勢。

app_icon
ChainCatcher 與創新者共建Web3世界