英伟达取代高通登上IC设计龙头

中关村在线2023-09-23

根据TrendForce集邦咨询的数据，AI相关供应链在第二季备货热潮的刺激下，全球前十大IC设计公司营收达到381亿美元，环比增长12.5%。于此同时，英伟达在第二季正式取代高通登上全球IC设计龙头。从营收表现来看，英伟达受益于全球CSP（云端服务供应商）、互联网公司和企业生成式AI以及大型语言模型导入应用需求的推动，其数据中心营收季增高达105%，包括Hopper与Ampere架构HGX ...

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SoC、WiFi等库存水平逐渐转为健康，再加上电视急单的出现，手机、智慧终端平台与电源管理IC等平台相关出货与库存回补亦陆续启动，促进了第二季营收的32亿美元的增长。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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