黄仁勋：今年游戏显卡或会迎来供应紧张
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，这一点在同城约会中也有详细论述
而台积电仍是当前AI产业链中风险收益比最佳的标的——无论AI模型如何演进，都离不开先进制程的支撑；无论谁最终赢得AI应用战争，都需要台积电代工生产芯片。其凭借3nm/2nm制程的垄断优势构建的技术护城河，甚至比英伟达的CUDA生态更难被颠覆。
我們以為Z世代開始組團上教堂，但實情沒那麽簡單