3月9日消息,近日芯片大厂博通CEO陈福阳(Hock Tan)在财报会议上预测,其2027财年AI芯片营收将超过1000亿美元,远超市场预期。同时,他还强调,已提前锁定至2028年所需的HBM供应,以及台积电先进制程产能,因此也化解了市场对其可能面临内存短缺与台积电产能瓶颈的担忧。陈福阳充满信心地表示,达成AI芯片年营收1000亿美元这项目标所需的供应链,我们已经处于完全掌握的状态。行业分析人士...
Source Link3月9日消息,近日芯片大厂博通CEO陈福阳(Hock Tan)在财报会议上预测,其2027财年AI芯片营收将超过1000亿美元,远超市场预期。同时,他还强调,已提前锁定至2028年所需的HBM供应,以及台积电先进制程产能,因此也化解了市场对其可能面临内存短缺与台积电产能瓶颈的担忧。陈福阳充满信心地表示,达成AI芯片年营收1000亿美元这项目标所需的供应链,我们已经处于完全掌握的状态。行业分析人士...
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