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霍尔木兹海峡：人工智能经济的隐藏风险

当前的地缘政治紧急局势表明，作为芯片生产地的韩国和台湾地区需要增加可再生能源的使用

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    • 科技产业的基石深度依赖于流经霍尔木兹海峡的石油。
    • 科技产业的基石深度依赖于流经霍尔木兹海峡的石油。 图片来源：路透社

    DeeperDive is a beta AI feature. Refer to full articles for the facts.

    David Fickling

    Published Fri, Mar 6, 2026 · 03:44 PM

    本文由AI辅助翻译

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    一个我们可以在手机应用上几秒钟内生成人工智能 (AI) 视频的世界，似乎与波斯湾航道上的残酷战争现实相去甚远。但事实上，两者紧密相连。

    这是因为科技产业的基石深度依赖于流经霍尔木兹海峡的石油。在美国和以色列于上周末发动袭击后，伊朗威胁将进行报复，美国政府于周二（3月3日）誓言保护该海峡受到威胁的航运。

    为电子设备提供短期和长期记忆功能的DRAM和NAND芯片，超过一半在韩国制造。而智能手机、个人电脑和数据中心使用的高端处理器芯片，约有70%在台湾地区生产。

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