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2024,终会成为半导体产业拐点
1995年,英伟达的第一款芯片NV1四处碰壁,公司只剩下30天的周转资金。2024年,英伟达的Blackwell GPU供不应求,公司总市值突破3.6万亿美元。 同样是1995年,英特尔在全球PC处理器市场占比超过75%,确立了在个人电脑市场的领导地位。回到2024年,英特尔股价自今年以来暴跌近60%,市值跌至800多亿美元,这是英特尔三十年来首次跌破千亿美元大关。 两大半导体巨头的市值变化,正是 ...
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