严重缺货！全球两大芯片巨头大涨_老虎社区_美港股上老虎

严重缺货！全球两大芯片巨头大涨

芯报告03-05

3月4日，英特尔大涨5.75%，AMD大涨5.8%。两大CPU巨头都表示，客户订单太多，市场严重缺货，无法满足市场需求。英特尔称，服务器CPU市场在2026年显著增长，大范围的服务器需求强劲。到2027年供应都是一个巨大的挑战。存储芯片短缺的问题会持续到2027年。目前英特尔工厂的产能利用率已经超过100%。AMD首席执行官苏姿丰透露，企业级服务器CPU需求意外爆发，公司全力追赶订单。苏姿丰表示：...

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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260305075035a6a3db2e&s=b><strong>芯报告</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>3月4日，英特尔大涨5.75%，AMD大涨5.8%。两大CPU巨头都表示，客户订单太多，市场严重缺货，无法满足市场需求。英特尔称，服务器CPU市场在2026年显著增长，大范围的服务器需求强劲。到2027年供应都是一个巨大的挑战。存储芯片短缺的问题会持续到2027年。目前英特尔工厂的产能利用率已经超过100%。AMD首席执行官苏姿丰透露，企业级服务器CPU需求意外爆发，公司全力追赶订单。苏姿丰表示：...</p>\n\n<a 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