AI 摘要
旧芯片被更换并非只因折旧。在更精细的制程下,更先进的芯片会因导线移动和熔化而更快失效。但更大的驱动因素是电力:企业用效率高出2-3倍的硅片更换机架以实现增长。 https://t.co/EG6ia71M2U
Older chips are not replaced only because they depreciate. At finer geometries the more advanced chips fail faster from wire movement and melting. But the bigger driver is power: firms replace racks with 2-3x more efficient silicon to grow.