公众号记得加星标⭐️,第一时间看推送不会错过。在这一年即将结束之际,我们仔细分析了 IDC 对服务器支出的评估,包括用于运行 GenAI 和更传统的机器学习工作负载的加速超级计算机的巨大增长;而在今年年初,我们根据该公司对以太网交换和路由收入的估算进行了深入的分析和建模。今天,我们将对 Gartner 的年度全球半导体销售细分数据进行深入分析和补充,特别关注 AI XPU、HBM 内存和网络收入,...
Source Link公众号记得加星标⭐️,第一时间看推送不会错过。在这一年即将结束之际,我们仔细分析了 IDC 对服务器支出的评估,包括用于运行 GenAI 和更传统的机器学习工作负载的加速超级计算机的巨大增长;而在今年年初,我们根据该公司对以太网交换和路由收入的估算进行了深入的分析和建模。今天,我们将对 Gartner 的年度全球半导体销售细分数据进行深入分析和补充,特别关注 AI XPU、HBM 内存和网络收入,...
Source LinkDisclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.