博通26FYQ1财报前瞻:ASIC能给大厂省钱吗?

塔子哥的随笔
Yesterday

概要3月4日盘后,订制芯片巨头博通将会公布26FYQ1(报告包含时间为11月4日至2月3日)财报。目前,各家大厂都在推出ASIC和英伟达的GPU竞争,其成本、功耗、适配、推理等都相比通用GPU存在优势。不过,最近市场持续抛售,AI硬件股纷纷下探,博通也在上次财报后明显下跌,近期企稳在300美元上方。根据博通此前的指引,市场预期博通第一财季营收192~195亿美元;调整后净利润95~98亿美元,...

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