AI专用芯片(ASIC)上市公司梳理、谁是下一个英伟达?

AI科技先锋
Feb 08, 2025

国外公司• 博通:在AI芯片领域业务主要体现在定制化ASIC芯片以及相关的数据交换芯片上,其定制化ASIC芯片广泛应用于数据中心、云计算、高性能计算(HPC)、5G无线基础设施等领域。根据最新财报数据,博通的AI业务收入在其整个财年中同比暴涨了220%,这一增长主要得益于其AI加速器和网络设备的强劲需求。博通CEO陈福阳(Hock Tan)在业绩说明会上预测,到2027年,来自三大客户对AI定制...

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