定制芯片助推博通股价飙升70% “Plan B”战略前景几何?

第一财经
Jun 11, 2025

近期,博通股价在两个月内上涨超过70%,市值一度突破1万亿美元,跻身美股市值前列。这波涨势主要得益于博通为大型科技公司定制AI芯片业务的快速增长。面对炙手可热、价格高昂的英伟达AI芯片,一些大型科技公司正积极寻求替代方案,定制AI芯片成为它们日益青睐的选择。瑞银分析师蒂莫西·阿库里(Timothy Arcuri)对第一财经记者表示:“博通有望在多个方面取胜,因为超大规模客户正寻求利用定制ASIC(...

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