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美光或受益于英伟达、AMD竞赛

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2026-07-26 10:07:44
据 NS3 报道,美光(Micron)在宣布 2500亿美元美国投资计划后,可能从英伟达(Nvidia)与AMD的人工智能芯片竞争中受益。分析称,无论哪家公司在人工智能芯片领域领先,英伟达和AMD仍都需要存储芯片。
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