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English(EN) Chip supply chain braces for more price hikes as upstream parts create new bottlenecks

AI需求推动芯片供应链全面涨价

全球芯片供应链正经历广泛的价格上涨,范围已超出GPU和内存芯片,延伸至电源半导体和电容器等关键上游零部件。这种激增是由对AI基础设施的强烈需求驱动的,导致这些不太显眼的零部件的供应商获得议价能力并提高价格。Infineon、Texas Instruments和Murata Manufacturing等公司正在实施涨价,部分AI服务器的零部件价格上涨了10-40%。 AI

影响 AI基础设施组件成本的增加可能会减缓全球AI数据中心和服务器的建设速度。

排序理由 该集群详细介绍了由AI需求驱动的半导体供应链的显著价格上涨,影响了多家上游零部件制造商。[lever_c_demoted from significant: ic=1 ai=0.7]

在 SCMP — Tech 阅读 →

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AI需求推动芯片供应链全面涨价

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该集群详细介绍了由AI需求驱动的半导体供应链的显著价格上涨,影响了多家上游零部件制造商。[lever_c_demoted from significant: ic=1 ai=0.7]
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报道来源 [1]

  1. SCMP — Tech TIER_1 English(EN) · Wency Chen ·

    芯片供应链为上游零部件造成新瓶颈而准备迎接更多涨价

    The AI-driven price surge in the semiconductor supply chain is spreading beyond graphics processing units (GPUs) and memory chips to upstream materials and manufacturing inputs, creating new bottlenecks that could slow the buildout of global artificial intelligence infrastructure…