2026年ASIC抢地盘 台积电、鸿海等获利

爱集微
Dec 15

AI持续为2026年资本市场焦点已无悬念,但英伟达(NVIDIA)GPU不再独享聚光灯,特殊应用芯片(ASIC)也将吸引关注。法人表示,谷歌TPU v7、亚马逊AWS Trainium 3明年首季有望进入量产,将为ASIC带来新契机,中国台湾供应链包括台积电、鸿海、广达、台达电等将通吃GPU与ASIC市场。过去云端服务供应商(CSP)自行开发的ASIC芯片,大多是自用为主,经过近年优化,加上扩大与...

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