BTC $68,103.35 -7.34%
ETH $1,911.91 -6.47%
BNB $626.44 -7.02%
XRP $1.01 -2.74%
SOL $78.69 -4.95%
TRX $0.3111 -1.90%
DOGE $0.0638 -4.60%
ADA $0.1686 -2.12%
BCH $215.84 -5.42%
LINK $9.73 -3.04%
HYPE $70.93 -0.72%
AAVE $109.97 -6.73%
SUI $0.7764 -4.68%
XLM $0.1427 -2.51%
ZEC $907.25 -7.34%
AAPL $356.51 +0.14%
AMZN $267.67 +0.57%
GOOGL $299.42 +1.68%
MSFT $518.91 -0.46%
META $623.35 -0.70%
NVDA $163.11 +1.78%
TSLA $396.28 +2.60%
SNDK $916.25 -2.02%
INTC $60.29 +0.08%
SPCX $140.22 +0.89%
MU $786.97 +1.17%
AMD $570.58 +1.96%
BTC $68,103.35 -7.34%
ETH $1,911.91 -6.47%
BNB $626.44 -7.02%
XRP $1.01 -2.74%
SOL $78.69 -4.95%
TRX $0.3111 -1.90%
DOGE $0.0638 -4.60%
ADA $0.1686 -2.12%
BCH $215.84 -5.42%
LINK $9.73 -3.04%
HYPE $70.93 -0.72%
AAVE $109.97 -6.73%
SUI $0.7764 -4.68%
XLM $0.1427 -2.51%
ZEC $907.25 -7.34%
AAPL $356.51 +0.14%
AMZN $267.67 +0.57%
GOOGL $299.42 +1.68%
MSFT $518.91 -0.46%
META $623.35 -0.70%
NVDA $163.11 +1.78%
TSLA $396.28 +2.60%
SNDK $916.25 -2.02%
INTC $60.29 +0.08%
SPCX $140.22 +0.89%
MU $786.97 +1.17%
AMD $570.58 +1.96%

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