·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。

据KeyBanc最新数据显示，受全球超大规模云服务商抢货影响，英特尔与AMD2026年全年服务器CPU产能已基本售罄，为应对当前市场供需失衡的格局，同时保障后续供应链稳定， 两大巨头计划将服务器CPU产品价格上调10%-15%。

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