从算力层面来看,英伟达的芯片产品是行业发展的核心风向标。作为全球AI计算芯片领域占据绝对市场份额的龙头企业,英伟达的产品迭代节奏,对整个AI硬件行业具备极强的指引作用。 从英伟达的产品迭代来看,芯片制程正在持续微缩。此前推动全球半导体产业制程持续迭代的核心动力是智能手机,比如此前台积电最先进的制程工艺,绝大部分产能都优先供应苹果公司。但现在,推动半导体制程迭代的核心主角已经发生变化,未来这一趋势...
Source Link从算力层面来看,英伟达的芯片产品是行业发展的核心风向标。作为全球AI计算芯片领域占据绝对市场份额的龙头企业,英伟达的产品迭代节奏,对整个AI硬件行业具备极强的指引作用。 从英伟达的产品迭代来看,芯片制程正在持续微缩。此前推动全球半导体产业制程持续迭代的核心动力是智能手机,比如此前台积电最先进的制程工艺,绝大部分产能都优先供应苹果公司。但现在,推动半导体制程迭代的核心主角已经发生变化,未来这一趋势...
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