2025年,随着人工智能加速从云端向终端渗透,端侧AI芯片产业迎来了关键的发展转折点。这一年,行业在技术突破、场景落地与资本市场的多重共振中,呈现出一幅“整体向上、内部分化”的生动图景。通过对二十余家国内外代表性公司的市值变化分析,我们可以清晰地看到一条以技术为尺、以场景为锚的价值重塑轨迹。从市值分层来看,行业呈现鲜明的金字塔结构。处于塔尖的依然是高通和德州仪器这样的国际半导体巨头,其年末市值稳稳...
Source Link2025年,随着人工智能加速从云端向终端渗透,端侧AI芯片产业迎来了关键的发展转折点。这一年,行业在技术突破、场景落地与资本市场的多重共振中,呈现出一幅“整体向上、内部分化”的生动图景。通过对二十余家国内外代表性公司的市值变化分析,我们可以清晰地看到一条以技术为尺、以场景为锚的价值重塑轨迹。从市值分层来看,行业呈现鲜明的金字塔结构。处于塔尖的依然是高通和德州仪器这样的国际半导体巨头,其年末市值稳稳...
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