DT

周末有一期非常值得关注的播客节目，来自陈立武参加No Priors。这也是他接手英特尔后首次播客。 其中有不少值得关注的重点 1️⃣材料学上的变革： 他提到正将投注重心转向先进封装技术EMIB、玻璃基板、以及氮化镓（GaN）、碳化硅（SiC）、磷化铟（InP）和人工合成钻石等新材料领域。 2️⃣CPU需求强劲回升 数据中心服务器中CPU与GPU的配比已从过去的1:8向1:4乃至更低演变。 3️⃣Intel的潜力 他预计到2030至2032年，外界将开始真正认识到英特尔的潜力——不仅限于PC客户端的传统基本盘，更将延伸至边缘计算、物理AI与智能体AI等新兴市场。 4️⃣能力整合，提供定制

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