2025至2026年,人工智能掀起的“芯片狂潮”已从GPU、算力芯片逐步蔓延至模拟芯片领域。历经近三年去库存的“至暗时刻”,这一行业终于迎来触底反弹。01国际模拟芯片巨头释放强劲复苏信号德州仪器、意法半导体等大厂公布的最新业绩数据,印证了市场期待的“AI数据中心建设带动模拟芯片需求强劲复苏”正在成为现实。史无前例的AI浪潮下,AI训练与推理催生的海量芯片需求,已从AI芯片、存储芯片顺利传递至模拟...
Source Link2025至2026年,人工智能掀起的“芯片狂潮”已从GPU、算力芯片逐步蔓延至模拟芯片领域。历经近三年去库存的“至暗时刻”,这一行业终于迎来触底反弹。01国际模拟芯片巨头释放强劲复苏信号德州仪器、意法半导体等大厂公布的最新业绩数据,印证了市场期待的“AI数据中心建设带动模拟芯片需求强劲复苏”正在成为现实。史无前例的AI浪潮下,AI训练与推理催生的海量芯片需求,已从AI芯片、存储芯片顺利传递至模拟...
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