中国AI GPU的机会在哪里?大摩产业调研:推理领域或成最大赢家

华尔街见闻
Dec 09

大摩最新发布的半导体产业链调研报告指出,中国AI芯片行业正在经历显著的结构性调整,推理计算需求正逐渐取代单纯的算力堆叠,成为市场增长的核心驱动力。据追风交易台消息,摩根士丹利8日在亚洲市场的实地调研显示,中国AI加速器市场正出现新的路径分化。部分中国本土AI芯片设计公司开始主动调整技术路线,通过开发相对中端规格的产品,以专注于推理应用。这一转变带来的直接影响是技术规格的务实化。报告指出,供应链反馈...

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