Hartwig adds: "My grandpa started the business in a small building, and my dad was able to expand and grow it, so it'll be interesting to see where me and my brothers are able to take it next. It should be a fun journey."
从目前芯片厂商的产能分配来看,资源向AI 相关业务倾斜已成必然。三星、SK 海力士、美光等三大存储芯片巨头,2025 年用于数据中心级存储芯片的产能占比已提升至 40% 以上,较 2023 年增长了 15-20 个百分点。在台积电、三星晶圆代工业务中,为 AI 芯片(如 GPU、ASIC)预留的产能也在持续增加,这挤压了消费级芯片的生产空间。
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"We're going to get there in steps, continue to take down risk as we learn more and we roll that information into subsequent designs," Isaacman said told CBS News. "We've got to get back to basics."