天风证券：人工智能快速发展有望催生定制化SoC市场

智通财经2023-05-26

智通财经APP获悉，天风证券发布研究报告称，随着AI芯片需求的发展，市场需求也会更加多样化，传统的SoC提供的大多数解决方案都是大相径庭的，难以通过某款通用性SoC芯片来满足所有需求。而定制化SoC通过整合功能零部件来实现小型化、降低功耗以及降低成本，厂商可将市场未出现的价值(功能)融入SoC来实现客户产品的差异化。建议关注：1)半导体设计;2)半导体材料设备零部件;3)IDM代工封测;4)卫星...

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