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AI芯片需求的激增正在重塑半导体格局。曾经价格实惠、属于小众的微芯片如今变得稀缺且昂贵——这一转变正在引发电子行业的连锁反应。对于数据中心而言,成本影响巨大:微芯片价格的上涨直接导致基础设施成本增加,可能限制扩展计划并限制依赖大规模计算资源的运营规模。