最近很多投资朋友都开始困惑,为啥有个博通的公司涨的比英伟达还猛。而这种困惑,道出了当前科技投资的一大变局。以博通为代表的ASIC芯片厂商已悄然崛起。2024年全球ASIC芯片市场规模达到120亿美元左右。预计2024-2027年间,市场规模将继续保持较高的增长率,到2027有望突破300亿美元,年复合增长率达到34%。在AI算力需求呈指数级增长的当下,ASIC正在从"配角"变身为"主角",成为科技...
Source Link最近很多投资朋友都开始困惑,为啥有个博通的公司涨的比英伟达还猛。而这种困惑,道出了当前科技投资的一大变局。以博通为代表的ASIC芯片厂商已悄然崛起。2024年全球ASIC芯片市场规模达到120亿美元左右。预计2024-2027年间,市场规模将继续保持较高的增长率,到2027有望突破300亿美元,年复合增长率达到34%。在AI算力需求呈指数级增长的当下,ASIC正在从"配角"变身为"主角",成为科技...
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