AI，让这些公司赚翻了

半导体行业观察2025-08-02

公众号记得加星标⭐️，第一时间看推送不会错过。来源：内容来自startuphub.ai。人工智能的蓬勃发展正在催生出对专用硬件前所未有的需求。摩根士丹利高级半导体分析师约瑟夫·摩尔（Joseph Moore）最近在接受CNBC电视台《The Exchange》节目采访时深入探讨了这一话题。摩尔清晰地阐述了这一观点：尽管过去六个月里，市场笼罩在“一长串担忧”的阴影之下，包括来自中国的竞争和产品延期等...

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Moore）最近在接受CNBC电视台《The Exchange》节目采访时深入探讨了这一话题。摩尔清晰地阐述了这一观点：尽管过去六个月里，市场笼罩在“一长串担忧”的阴影之下，包括来自中国的竞争和产品延期等...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250802101547a470a8e8&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0640476718.USD","symbol_name":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250802101547a470a8e8&s=b","article_id":"2556691842","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250802101547a470a8e8&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, 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的光学业务近期有望表现强劲。尽管 Moore 承认该公司此前未能达到预期，但他仍然认为光学领域蕴藏着巨大的机遇。“人工智能在供应和需求方面都表现出色。”该分析师指出，推理工作负载的加速增长是计算需求的关键驱动因素，凸显了人工智能支出在 2026 年之前的持续性，这得益于英伟达 Blackwell 等新产品周期的推动。即使在内存和存储等对人工智能数据需求至关重要的领域，也蕴藏着大量机遇。Moore 特别强调了高带宽内存 (HBM)，这是一种专为人工智能设计的 DRAM，并指出美光等公司正在这一竞争激烈的领域“抢占市场份额”。尽管存在溢价下滑的担忧，但 HBM 需求的整体增长预计将对利润率产生积极贡献。参考链接https://www.startuphub.ai/ai-news/ai-video/2025/ais-insatiable-demand-fuels-semiconductor-growth/*免责声明：本文由作者原创。文章内容系作者个人观点，半导体行业观察转载仅为了传达一种不同的观点，不代表半导体行业观察对该观点赞同或支持，如果有任何异议，欢迎联系半导体行业观察。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"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; 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