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KZG 口罩哥
@KZG6886
本人
Joined September 2012
348 Following    26.8K Followers
KZG 口罩哥@KZG6886
2026.10.04 09:38
做AI芯片的，明年可能要给HBM减配了 TrendForce说不是需求少，是HBM太紧太贵，12层改8层，同样的货能多配几块GPU 可层数少了每Gb反而贵一到两成，基础芯片的成本摊不薄 减配了还更贵，内存厂不愁卖
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