机构:博通与台积电或成定制芯片大赢家

南方财经网
Feb 04

  南方财经2月4日电,Counterpoint预计,博通明年在定制芯片(ASIC)的市场份额扩大至60%。与此同时,作为定制芯片的主要代工选择,该公司几乎完全吃下全球前十大数据中心及ASIC客户的晶圆制造订单,市场份额接近99%。Counterpoint由此预测,在英伟达通用型GPU独占鳌头的阶段之后,人工智能芯片热潮的第二阶段将变成ASIC与GPU的激烈竞争,且博通台积电有望成为最大赢家。

(文章来源:南方财经网)

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