博通:ASIC与通信芯片龙头 整合软件服务领航AI时代

第一上海
10 Jun

ASIC 与通信芯片龙头,整合软件服务领航AI 时代大模型算力需求爆发,推动ASIC 芯片及互联业务强劲增长:公司在定制化AI 芯片(ASIC/XPU)领域占据主导地位,为谷歌、Meta等科技巨头提供专用AI 加速芯片,2024 年AI 相关收入同比激增220%至122 亿美元,预计2025 年收入同比将增长60%。本季度公司按计划推进3 家现有客户及4 家潜在客户订单,预计2027 年AI相关...

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