【2月23日】辉达、OpenAI千亿合作缩水，记忆体荒持续加剧

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导语：AI算力竞赛进入深水区，巨头合作生变、供应链瓶颈凸显。辉达与OpenAI千亿美元合作大幅缩水，记忆体荒持续恶化，台积电ADR大涨带动台股开红盘，同时1.6T交换器、高压继电器等新技术加速落地——一文掌握今日半导体五大动向。辉达、OpenAI千亿合作缩水辉达与OpenAI原定1000亿美元的长期合作计划大幅调整，转为约300亿美元的直接股权投资。知情人士透露，此前协议仅为意向书，缺乏法律约束力...

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