半导体行业周报 | 国产AI芯片狂飙,设备国产化破冰突围!

数智芯视角
Dec 23

半导体行业周报导语上周半导体板块在震荡中展现韧性,AI芯片赛道持续火热,设备国产化迎来关键突破。尽管缺乏重磅并购,但资本端的活跃与政策面的持续加码,为2026年的行业爆发埋下伏笔。一热点追踪国产AI芯片发展全面提速百度智能云AI计算首席科学家王雁鹏指出,评判国产AI芯片实力的标准已从单一性能指标,转向模型覆盖广度与集群规模能力。与此同时:沐曦股份成功登陆科创板,估值高达2700亿元,成为国产GPU...

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