盛邁亞太 盛邁亞太

芯片缺貨潮

解析全球芯片缺貨潮的成因、對各行業的衝擊及最新供需動態，幫助投資者理解市場缺口與機會。

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芯片风向标 2026-08-07 107

HBM缺貨風暴來襲！英偉達擬砍Rubin Ultra顯存規格，AI芯片供應鏈拉響警報

英偉達為應對高帶寬內存芯片持續短缺，傳出擬下調下一代旗艦GPU Rubin Ultra的顯存配置，從原訂HBM4e 12hi改為並行評估8hi等低規方案。集邦諮詢指出2027年DRAM供不應求格局難解，HBM漲價已成產業共識，AI芯片廠商正面臨供給量緊縮與成本攀升的雙重壓力，供應鏈格局與投資邏輯同步生變。

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  192. /www/wwwroot/cjgpcs.cn/vendor/topthink/think-multi-app/src/MultiApp.php ( 7.06 KB )
  193. /www/wwwroot/cjgpcs.cn/app/home/middleware.php ( 0.12 KB )
  194. /www/wwwroot/cjgpcs.cn/app/home/lang/zh-cn.php ( 3.01 KB )
  195. /www/wwwroot/cjgpcs.cn/vendor/topthink/framework/src/think/middleware/LoadLangPack.php ( 3.50 KB )
  196. /www/wwwroot/cjgpcs.cn/app/middleware/SubsiteLangPack.php ( 5.26 KB )
  197. /www/wwwroot/cjgpcs.cn/vendor/topthink/framework/src/think/Route.php ( 23.73 KB )
  198. /www/wwwroot/cjgpcs.cn/vendor/topthink/framework/src/think/route/RuleName.php ( 5.74 KB )
  199. /www/wwwroot/cjgpcs.cn/vendor/topthink/framework/src/think/route/Domain.php ( 2.53 KB )
  200. /www/wwwroot/cjgpcs.cn/vendor/topthink/framework/src/think/route/RuleGroup.php ( 22.41 KB )
  201. /www/wwwroot/cjgpcs.cn/vendor/topthink/framework/src/think/route/Rule.php ( 27.49 KB )
  202. /www/wwwroot/cjgpcs.cn/vendor/topthink/framework/src/think/route/RuleItem.php ( 9.78 KB )
  203. /www/wwwroot/cjgpcs.cn/app/home/route/router.php ( 12.36 KB )
  204. /www/wwwroot/cjgpcs.cn/vendor/topthink/framework/src/think/facade/Route.php ( 4.70 KB )
  205. /www/wwwroot/cjgpcs.cn/app/common/model/Route.php ( 3.01 KB )
  206. /www/wwwroot/cjgpcs.cn/vendor/topthink/think-helper/src/Collection.php ( 16.47 KB )
  207. /www/wwwroot/cjgpcs.cn/vendor/topthink/framework/src/think/route/dispatch/Callback.php ( 3.78 KB )
  208. /www/wwwroot/cjgpcs.cn/vendor/topthink/framework/src/think/route/Dispatch.php ( 11.32 KB )
  209. /www/wwwroot/cjgpcs.cn/app/home/controller/Article.php ( 0.18 KB )
  210. /www/wwwroot/cjgpcs.cn/app/home/controller/Document.php ( 101.72 KB )
  211. /www/wwwroot/cjgpcs.cn/app/home/controller/Home.php ( 21.11 KB )
  212. /www/wwwroot/cjgpcs.cn/vendor/topthink/think-template/src/Template.php ( 46.61 KB )
  213. /www/wwwroot/cjgpcs.cn/vendor/topthink/think-template/src/template/driver/File.php ( 2.41 KB )
  214. /www/wwwroot/cjgpcs.cn/vendor/topthink/think-template/src/template/contract/DriverInterface.php ( 0.86 KB )
  215. /www/wwwroot/cjgpcs.cn/vendor/topthink/think-orm/src/db/Raw.php ( 1.30 KB )
  216. /www/wwwroot/cjgpcs.cn/app/common/model/Member.php ( 16.79 KB )
  217. /www/wwwroot/cjgpcs.cn/vendor/topthink/framework/src/think/facade/Session.php ( 1.79 KB )
  218. /www/wwwroot/cjgpcs.cn/app/common/paginator/Normal.php ( 0.11 KB )
  219. /www/wwwroot/cjgpcs.cn/vendor/topthink/think-orm/src/paginator/driver/Bootstrap.php ( 5.48 KB )
  220. /www/wwwroot/cjgpcs.cn/runtime/home/setmain/tmpl/7603120bc8718b7499550956f9938000.php ( 32.35 KB )
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  222. /www/wwwroot/cjgpcs.cn/vendor/topthink/framework/src/think/route/Url.php ( 14.05 KB )
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  1. CONNECT:[ UseTime:0.001300s ] mysql:host=127.0.0.1;port=3306;dbname=cjgpcs;charset=utf8mb4
  2. SHOW FULL COLUMNS FROM `g3ys_config` [ RunTime:0.003504s ]
  3. SELECT `value` FROM `g3ys_config` WHERE `name` = 'timezone' AND `subsite_id` = '40' LIMIT 1 [ RunTime:0.001059s ]
  4. SHOW FULL COLUMNS FROM `g3ys_route` [ RunTime:0.004142s ]
  5. SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '40' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.001178s ]
  6. SHOW FULL COLUMNS FROM `g3ys_theme` [ RunTime:0.017918s ]
  7. SELECT `paginator` FROM `g3ys_theme` WHERE `module` = 'home' AND `name` = 'setmain' AND `subsite_id` = '40' LIMIT 1 [ RunTime:0.003671s ]
  8. SHOW FULL COLUMNS FROM `g3ys_lang` [ RunTime:0.020099s ]
  9. SELECT * FROM `g3ys_lang` WHERE `subsite_id` = 40 AND ( ( LOWER(name) = 'zh-tw' ) OR `subtag` = 'zh-tw' ) AND `status` = 1 ORDER BY `id` ASC LIMIT 1 [ RunTime:0.004413s ]
  10. SHOW FULL COLUMNS FROM `g3ys_member` [ RunTime:0.019560s ]
  11. SELECT * FROM `g3ys_member` WHERE `id` = 0 AND `subsite_id` = '40' LIMIT 1 [ RunTime:0.004375s ]
  12. SHOW FULL COLUMNS FROM `g3ys_tags` [ RunTime:0.008496s ]
  13. SELECT * FROM `g3ys_tags` WHERE `name` = 'chip-shortage' AND `status` = 1 AND `subsite_id` IN (0,40) ORDER BY FIELD(subsite_id,40,0) LIMIT 1 [ RunTime:0.002606s ]
  14. SHOW FULL COLUMNS FROM `g3ys_document` [ RunTime:0.012324s ]
  15. SELECT COUNT(*) AS think_count FROM `g3ys_document` WHERE `subsite_id` IN (0,40) AND `status` = '1' AND `model_id` = 2 AND ( FIND_IN_SET('504', tags) ) [ RunTime:0.014829s ]
  16. SELECT `id`,`name`,`title`,`description`,`pic`,`category_id`,`create_time`,`document_type` FROM `g3ys_document` WHERE `subsite_id` IN (0,40) AND `status` = '1' AND `model_id` = 2 AND ( FIND_IN_SET('504', tags) ) ORDER BY `sort` DESC,`id` DESC LIMIT 0,10 [ RunTime:0.015179s ]
  17. SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '40' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.001635s ]
  18. SHOW FULL COLUMNS FROM `g3ys_ad_location` [ RunTime:0.005534s ]
  19. SELECT * FROM `g3ys_ad_location` WHERE `name` = 'ad-full' AND `subsite_id` = '40' AND `status` = 1 LIMIT 1 [ RunTime:0.002648s ]
  20. SHOW FULL COLUMNS FROM `g3ys_ad` [ RunTime:0.006642s ]
  21. SELECT * FROM `g3ys_ad` WHERE `subsite_id` = '40' AND `ad_location_id` = '83' AND `status` = 1 AND `device` IN ('all','pc') AND ( `start_time` = 0 OR `start_time` <= 1790489283 ) AND ( `end_time` = 0 OR `end_time` >= 1790489283 ) ORDER BY `sort` DESC,`id` DESC [ RunTime:0.002650s ]
  22. SHOW FULL COLUMNS FROM `g3ys_total` [ RunTime:0.006028s ]
  23. SELECT * FROM `g3ys_total` WHERE `target_id` = '6260' LIMIT 1 [ RunTime:0.001899s ]
  24. SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '40' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.002199s ]
  25. SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '40' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.001216s ]
  26. SELECT * FROM `g3ys_ad_location` WHERE `name` = 'ad-right' AND `subsite_id` = '40' AND `status` = 1 LIMIT 1 [ RunTime:0.001181s ]
  27. SELECT * FROM `g3ys_ad` WHERE `subsite_id` = '40' AND `ad_location_id` = '84' AND `status` = 1 AND `device` IN ('all','pc') AND ( `start_time` = 0 OR `start_time` <= 1790489283 ) AND ( `end_time` = 0 OR `end_time` >= 1790489283 ) ORDER BY `sort` DESC,`id` DESC [ RunTime:0.001648s ]
  28. SELECT * FROM `g3ys_tags` WHERE `subsite_id` = 40 AND `status` = 1 ORDER BY `sort` DESC,`id` DESC LIMIT 15 [ RunTime:0.005136s ]
  29. SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '40' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.001621s ]
  30. SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '40' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.002660s ]
  31. SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '40' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.001266s ]
0.607860s