《科创板日报》1月31日讯 在很长一段时间内，市场始终将GPU和AI算力划上等号，然而随着AI行业步入由智能体驱动的强化学习时代，CPU正逐渐演变为算力“木桶效应”下的新短板。

·AI服务器需求增量来源：2026年上半年CPU需求将实现30%的增量，该增量主要由两部分构成：a. 约15%-20%的需求来自商用处理器迭代，系5年前投入使用的商用处理器进入更新周期，覆盖使用强度高、具备升级实力的客户群体；b. 剩余10%的需求来自头部AI服务器客户对新架构、新部署方式的需求。2026年下半年CPU需求则以通用型服务器常规迭代为主，无明显爆发性新增需求支撑。

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