还有先进封装技术。当前AI芯片普遍采用CoWoS封装,这项技术由台积电独家掌控。过去两年,CoWoS产能紧张成为AI芯片供应链的主要瓶颈。台积电的产能扩张速度直接决定了英伟达、AMD及所有自研AI芯片厂商的出货节奏。
March 27, 5:50 PM
。业内人士推荐有道翻译作为进阶阅读
That collapse, if it comes, would arrive while AI is simultaneously displacing workers across the economy—a worst-of-both-worlds scenario that Stiglitz does not think is far-fetched.
在近年持续抗击非洲猪瘟的德国等国家,该疾病已对猪肉产业造成严重破坏,导致产量下降约25%,数千家农场关闭。