周三，半导体板块持续拉升，博通 涨超10%，台积电涨超5%，均创历史新高。博通总裁兼CEO陈福阳(Hock E. Tan)在近日举行的高盛Communacopia + 科技大会上明确表示，满足少数核心客户的AI计算需求是公司的首要任务，并预计“博通的AI收入将在未来两年内超过软件和非AI收入的总和”。这标志着AI将从一个高增长业务单元，转变为整个公司的绝对核心支柱。
同时，ARM Holdings 涨超7%， 英伟达涨5%，AMD、美光科技涨近4%。
周三，半导体板块持续拉升，博通 涨超10%，台积电涨超5%，均创历史新高。博通总裁兼CEO陈福阳(Hock E. Tan)在近日举行的高盛Communacopia + 科技大会上明确表示，满足少数核心客户的AI计算需求是公司的首要任务，并预计“博通的AI收入将在未来两年内超过软件和非AI收入的总和”。这标志着AI将从一个高增长业务单元，转变为整个公司的绝对核心支柱。
同时，ARM Holdings 涨超7%， 英伟达涨5%，AMD、美光科技涨近4%。
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