半导体备忘录:供应链传承 - Citrini Research --- Semis Memo_ Supply Chain Inheritance - Citrini Research.pdfVIP

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半导体备忘录:供应链传承 - Citrini Research --- Semis Memo_ Supply Chain Inheritance - Citrini Research.pdf

SemisMemo:SupplyChainInheritance

半导体备忘录:供应链传承

PowerAnalogSemis,CPUsintheAgenticEra,Neoclouds,MaterialBottlenecks,

KoreaUnlocked

功率与模拟半导体、智能体时代的CPU、新云服务商、材料瓶颈、韩国市场解锁

CITRINI

MAY12,20262026年5月12日·PAID·已付费

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Introduction引言

ForthefirstinningsoftheAIInfrastructuretrade,itwassimpleenoughjusttoknow

thebasics.LargeLanguageModelsrunonGPUs,buyNvidia.AIcomputewilllift

opticsoutofthetelecomdoghouseandcausesignificantgrowth

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