AI产业链涨价潮背后：成本与产能双重推动模拟芯片迎来新机遇

澎湃新闻07-04 07:37

行业处于景气上行周期，展会一线的行业氛围与从业者状态格外昂扬。今年慕尼黑上海电子展现场人气高涨，除了海量行业专业观众外，大批投资机构调研人员也齐聚现场，深入产业链一线摸底行业最新趋势。　　AI产业链迭代升级带动全链路景气度攀升，行业涨价逻辑持续层层传导。此轮产业红利最初由GPU芯片率先引爆，随后扩散至存储芯片领域，如今进一步向上游元器件、核心原材料延伸，多品类产品迎来缺货、涨价行情。在AI技术的...

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AI产业链涨价潮背后：成本与产能双重推动 模拟芯片迎来新机遇

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AI产业链涨价潮背后：成本与产能双重推动模拟芯片迎来新机遇