数据中心:Meta和微软的自研ASIC产业链2025年变化相对较小

市场资讯
Jan 24, 2025

  来源 Gangtise投研

  分析师表示,Meta和微软的自研ASIC产业链2025年变化相对较小。Meta的算力芯片出货时间在2025H2,预期出货量为20~30万张,难以达到谷歌亚马逊的量级,且Meta做云主要是自用,与其他几家不同。微软的自研芯片出货可能要到2026年,海外机构对其初步预期出货量为150~160万颗,投资微软链上的供应链供应商可能在2025H2挖掘更合适。

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