AI需求驱动着全球芯片的转变, 中国的出口不断增长, Nvidia等企业在内部基础设施不断增长的情况下扩大生产。 AI demand drives global chip shifts, with China’s exports rising and firms like Nvidia expanding production amid growing in-house infrastructure.

AI需求正在推动向记忆中心芯片设计的转变,促进了HBM和闪存使用,主要公司投资于AI-优化硬件。 AI demand is driving a shift toward memory-centric chip designs, boosting HBM and flash storage use, with major firms investing in AI-optimized hardware. 中国的半导体出口在2025年增长了24.7%,这得益于AI和更高的内存价格,而台湾的芯片制造者却看到10月的收入下降。 China’s semiconductor exports rose 24.7% in 2025, fueled by AI and higher memory prices, while Taiwan’s chipmakers saw October revenue declines. Nvidia正在通过台湾50%的生产能力提升来扩大生产, Nvidia is expanding production via a 50% capacity boost in Taiwan, dedicating over 35,000 wafers to meet a goal of 20 million AI chips in five quarters. 马来西亚正在数据中心采用Nvidia和Huawei AI芯片,在地缘政治紧张局势中保持中立,而Ant Group则推出一个拥有98%稳定性的大规模国内GPU集群,支持其AI服务,并表明中国内部AI基础设施能力不断增强。 Malaysia is adopting both Nvidia and Huawei AI chips in its data centers, maintaining neutrality amid geopolitical tensions, while Ant Group unveiled a large-scale domestic GPU cluster with 98% stability, supporting its AI services and signaling China’s growing in-house AI infrastructure capabilities.