English(EN) China’s SMIC sees AI computing crunch until 2028 as Nvidia heat risks tighter chip curbs

中国中芯国际预测AI芯片短缺将持续至2028年，受英伟达限制影响

作者 PulseAugur 编辑部 · [1 个来源] · 2026-11-13 05:55

中国最大的芯片制造商中芯国际（SMIC）预计，由于数据中心的持续扩张，AI计算能力短缺将持续到2028年。美国可能收紧对中国获取先进处理器的限制，这可能迫使中国更加依赖国内芯片生产，从而使这一预测变得复杂。该公司的前景表明，尽管面临地缘政治挑战，对AI基础设施的需求将持续存在。 AI

影响这一前景表明了对AI基础设施的持续需求以及全球芯片供应链可能发生的变化。

排序理由关于一家主要芯片制造商对AI计算能力和地缘政治影响的展望的重大行业新闻。[lever_c_demoted from significant: ic=1 ai=0.7]

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SCMP — Tech TIER_1 English(EN) · Ann Cao · 2026-11-13 05:55

中国中芯国际预计AI算力短缺将持续至2028年，英伟达热度恐加剧芯片限制

China’s Semiconductor Manufacturing International Corporation (SMIC) is betting that a relentless data centre buildout will keep artificial intelligence computing power in short supply for the next two years. The bullish forecast comes as scrutiny over former Nvidia CEO Jensen Hu…