ASIC深度:AI算力添动力 打开成长新空间

浙商证券股份有...
Jul 05

一、ASIC:AI推理需求质变,成为AI算力增长新动力。相较于GPU,ASIC芯片可以在特定场景中实现低成本、高性能、低功耗,具备高专用性和高性价比特征。①28年市场规模超500亿美元,23-28年复合增速超50%。云厂商普遍缺乏独立的SoC设计能力,因此大多与博通、Marvell合作,博通约在60%市场份额,而Marvell约为10%+。从市场规模来看,23年ASIC市场规模约为66亿美元,...

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