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原话 芯片与算力·

TSMC knew about the AGI CPU long before launch

这类芯片设计需要时间,制造需要时间,走完整个流程也需要时间。所以我们提前数月甚至数年就与台积电的合作伙伴沟通,让他们了解这款产品、供应情况、我们对需求的判断以及我们对预测的判断。我们一直在和他们沟通,所以这并不意外。并不是我们突然跑到台积电说:'嘿,我们3月24日发布了一款芯片,你能帮我们吗?'这些早就已经安排好了。

English original

These chips take a while to design. They take a while to build. They take a while to get through the entire pipeline. So we are working with our partners in TSMC for months, if not years, to make them aware of the product, the supply, what we think the demands look like, what we think the forecast look like. We're talking to them all the time. So, it's not a surprise. It's not like we whipped up to TSMC and said, 'Hey, look, we've got this chip we announced on March 24. Can you help us?' All of that is lined up.

在 CNBC 吉姆·克莱默的采访中

R
雷内·哈斯Arm · 首席执行官

报道摘要

Arm Holdings CEO Rene Haas on Thursday sought to reassure investors about one of the biggest sticking points after its earnings report: Will Arm be able to produce enough of its AI chips to meet ...

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Confidence in meeting $2 billion Arm chip demand rises again

“我们在5月左右的财报电话会上说,当时已经看到了20亿美元需求的可见度;上一次财报电话会上我们说,实现这20亿美元目标的信心从5月到7月有所提升。现在是9月,吉姆,我可以告诉你,我今天的信心比7月那次财报时更强。”

芯片与算力·9月16日·CNBC
Agentic AI demand for CPUs is firm and not going away

“需要说明的是,这不是一次性的易逝需求。这是坚实、可持续、非常非常强劲的需求。智能体 AI 给 CPU 带来了巨大压力,编排、调度以及这些智能体的管理等工作都要由 CPU 来承担,而这是只有 CPU 才能做的事。所以,虽然我们正在为这部分新增需求争取供应,但需求并不会消失。我有信心拿到这些供应,也非常有信心需求会持续下去。”

芯片与算力·5月7日·CNBC

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