芯片行业迎来涨价潮！中芯国际晶圆价格环比提升1.8%，存储需求分化。黄仁勋辞任英伟达三职，引来国会调查，三星、SK海力士在HBM4内存上激烈竞争。鸿海预测2027年芯片供应持续紧张，而AI算力需求爆发，2028年后可能失衡。加密挖矿和AI推动高端芯片需求，产业链迎来黄金时代！
#芯片涨价 #AI芯片 $NVDA $AMD
Chip industry sees price surge! SMIC's wafer prices up 1.8% QoQ, memory demand diversifying. Jensen Huang resigns from three Nvidia positions, facing congressional probe. Samsung and SK Hynix fiercely competing on HBM4 memory. Foxconn predicts chip supply tight through 2027, while AI computing demand explodes, with imbalance risks looming after 2028. Crypto mining and AI driving high-end chip demand, creating golden era for supply chain!
#ChipPriceHike #AIChips $NVDA $AMD
#芯片涨价 #AI芯片 $NVDA $AMD
Chip industry sees price surge! SMIC's wafer prices up 1.8% QoQ, memory demand diversifying. Jensen Huang resigns from three Nvidia positions, facing congressional probe. Samsung and SK Hynix fiercely competing on HBM4 memory. Foxconn predicts chip supply tight through 2027, while AI computing demand explodes, with imbalance risks looming after 2028. Crypto mining and AI driving high-end chip demand, creating golden era for supply chain!
#ChipPriceHike #AIChips $NVDA $AMD