AI 导读
到 2028 年，CXMT 的 HBM 产能爬坡将使华为的晶圆缺口从 32 倍缩小至 7.3 倍。但芯片设计走向相反：我们预计英伟达 2028 年的产品组合（以 Rubin Ultra 为首）每 GB 算力将比华为 Ascend 960 高出 9 倍。总算力差距虽有收窄，但仍可能约为 100 倍。https://t.co/suF7cVXR79
正文
By 2028, CXMT's HBM ramp shrinks Huawei's wafer deficit from 32× to 7.3×. But chip design cuts the other way: we expect Nvidia's 2028 mix, led by Rubin Ultra, to pack 9× more compute per GB than Huawei's Ascend 960. The total compute gap narrows, but could still be about 100×. https://t.co/suF7cVXR79
来源：@EpochAIResearch · x.com