HBM demand · X 热门 · 2026-10-08 22:48 UTC

# HBM demand — X 热门讨论 (2026-10-08 22:48 UTC)

## @realACollins (Andrew Collins | Tech & AI) · 10-08 21:59 · ♥66 ↻4 💬1 Custom Silicon Expands the Market Without Ending GPUs OpenAI’s work with $AVGO adds another major custom-silicon program to the AI buildout. Purpose-built ASICs can improve cost and power efficiency for stable workloads, especially inference, while $NVDA retains the advantage in flexibility, software and a broad developer ecosystem. I expect both architectures to grow as compute demand expands. Either path still pulls on advanced packaging, HBM and high-speed networking, which keeps the wider semiconductor supply chain relevant. https://x.com/realACollins/status/2108316297062760863