消息人士：微软与博通洽谈定制芯片合作

环球市场播报12-06 09:20

　　北京时间12月6日上午消息，据一名参与谈判的人士透露，微软正与博通（Broadcom）洽谈合作设计未来的定制芯片，若合作达成，微软将从当前的定制芯片供应商Marvell转向博通。

　　此类洽谈的背景是，定制芯片需求正持续激增——微软等企业正争相采购更多半导体，以扩大其人工智能（AI）产品布局。目前英伟达在半导体市场占据主导地位，而博通则被视为英伟达最具竞争力的潜在对手之一。

　　与此同时，两名参与相关谈判的人士表示，Marvell近期为争取Meta的更多业务，已同意减免部分芯片设计的前期工程费用。另有三名参与该芯片开发的人士透露，Meta计划于2027年推出这款定制芯片。

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class=\"title\">\n消息人士：微软与博通洽谈定制芯片合作\n</h2>\n\n<h4 class=\"meta\">\n\n<p class=\"head\">\n<strong class=\"h-name small\">环球市场播报</strong><span class=\"h-time small\">2025-12-06 09:20</span>\n</p>\n\n</h4>\n\n</header>\n<article>\n<html><body><div>\n<p>　　北京时间12月6日上午消息，据一名参与谈判的人士透露，<span><a href=\"https://laohu8.com/S/MSFT\">微软</a></span><span></span>正与<a href=\"https://laohu8.com/S/AVGO\">博通</a>（Broadcom）洽谈合作设计未来的定制芯片，若合作达成，微软将从当前的定制芯片供应商Marvell转向<a href=\"https://laohu8.com/S/600455\">博通</a>。</p>\n<p>　　此类洽谈的背景是，定制芯片需求正持续激增——微软等企业正争相采购更多半导体，以扩大其人工智能（AI）产品布局。目前<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>在半导体市场占据主导地位，而博通则被视为英伟达最具竞争力的潜在对手之一。</p>\n<p>　　与此同时，两名参与相关谈判的人士表示，<span>Marvell</span>近期为争取<a href=\"https://laohu8.com/S/META\">Meta</a>的更多业务，已同意减免部分芯片设计的前期工程费用。另有三名参与该芯片开发的人士透露，Meta计划于2027年推出这款定制芯片。</p>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在新浪财经APP</div>\n</div>\n<p>责任编辑：刘明亮 </p>\n</div></body></html>\n\n<div class=\"bt-text\">\n\n\n<p> 来源：<a 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