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Macro_Lin
@LinQingV
Ex-quant & PM｜AI chip design｜Semis × Capital Markets｜Not Financial Advice
Joined February 2019
1.5K Following    55.4K Followers
Macro_Lin@LinQingV
2026.09.25 00:50
HBM 短缺传导至中国本土 AI 芯片定价 路透报道，华为、寒武纪等国内 AI 芯片厂商将处理器价格上调最多 50%，存储瓶颈正在影响北京自给自足计划的节奏。
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