传谷歌携手AMD打造第10代TPU,Wedbush:或成为半导体产业的重要转折

格隆汇
Aug 19
谷歌传出正寻求AMD协助开发下一代张量处理器(TPU),Wedbush分析师Matt Bryson在给客户的报告中表示, 如果谷歌真的选择与AMD合作, 而不是博通、迈威尔科技或英特尔,这可能成为半导体产业的重要转折,将值得高度关注。他指出,市场近期在这类过渡性客制化芯片项目中经常提及英特尔,因此谷歌若转向AMD,对半导体供应链可能具有重大意义。Bryson认为,即使目前只是市场传闻,本身也已凸显两项趋势的重要性:第一是ASIC(特殊应用集成电路)设计能力的价值正在提高,第二则是IP区块的重要性日益增加。在AI硬件受到先进制程、封装、HBM与资料中心电力等因素限制的环境下,能够快速整合不同IP与芯片元件的企业,可能取得更大的竞争优势。

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