英特尔CEO称存储芯片短缺或到2028年
Jin Rong Jie·2026-02-03 23:49

Core Viewpoint - Intel's CEO Pat Gelsinger announced the appointment of a new chief architect to advance GPU development, aiming to capitalize on the rapidly growing demand for AI data centers [1] Group 1: AI Demand and GPU Development - The demand for AI computing power is surging, significantly increasing reliance on GPUs and storage chips [1] - The current shortage of storage chips is identified as the "biggest challenge" facing AI development, with supply-demand imbalances expected to persist until 2028 [1] Group 2: Business Engagement and Technology - Several clients are engaging deeply with Intel's foundry business, showing interest in the 14A process technology [1] - Mass production of this technology is anticipated to accelerate later this year [1]

INTEL-英特尔CEO称存储芯片短缺或到2028年 - Reportify