不只是英伟达的GPU，AI产业链上多个环节都在短缺

全天候科技2023-08-24

AI服务器供应受到GPU短缺限制，先进封装和HBM都存在产能不足。不只是英伟达的GPU，硬件设备上的供应链瓶颈正在拖累AI行业迈向更大繁荣的步伐。英国《金融时报》当地时间周三报道，咨询机构Counterpoint分析师Brady Wang表示：先进封装和高带宽存储器(HBM)都存在产能不足，均对产量形成限制。台积电计划将CoWoS先进封装的产能增加一倍，但警告说，至少要到2024年底，这一瓶颈才能...

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href=https://wallstreetcn.com/articles/3696257><strong>全天候科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>AI服务器供应受到GPU短缺限制，先进封装和HBM都存在产能不足。不只是英伟达的GPU，硬件设备上的供应链瓶颈正在拖累AI行业迈向更大繁荣的步伐。英国《金融时报》当地时间周三报道，咨询机构Counterpoint分析师Brady Wang表示：先进封装和高带宽存储器(HBM)都存在产能不足，均对产量形成限制。台积电计划将CoWoS先进封装的产能增加一倍，但警告说，至少要到2024年底，这一瓶颈才能...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3696257\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"IE00BMPRXN33.USD","symbol_name":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) 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