Ben Bajarin· @BenBajarin · X·· 2 天前AI 评分28
AI 导读
所有有可行性的晶圆代工厂都将被用满。 7 月的这篇报告解释了原因，我们正在撰写的更宏大的“WFE 飞向月球”报告会进一步深入探讨。 https://www.thediligencestack.com/p/the-gpu-tsunami-tsmc-intel-and-samsung
AI 生成摘要 · 以原文为准
正文
All viable foundries will be used.
This report from July explains why and the bigger WFE to the moon report we are working on goes even further.
https://www.thediligencestack.com/p/the-gpu-tsunami-tsmc-intel-and-samsung
来源：Ben Bajarin · x.com