这一芯片，将威胁GPU

天天IC12-06 17:40

集微网·爱集微APP，各大主流应用商店均可下载人工智能（AI）基础建设浪潮持续推进，加上边缘运算设备规格升级，国际研调机构IDC预估，明年全球半导体市场规模将达8900亿美元，年增长率11%；至于应用于数据中心的特殊应用芯片（ASIC），digitimes预料，ASIC芯片出货量将在2027年突破千万颗，与图形处理器（GPU)的出货量相比，已在伯仲之间。IDC资深研究经理曾冠玮表示，2026年...

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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251206180156a727724b&s=b><strong>天天IC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>集微网·爱集微APP，各大主流应用商店均可下载人工智能（AI）基础建设浪潮持续推进，加上边缘运算设备规格升级，国际研调机构IDC预估，明年全球半导体市场规模将达8900亿美元，年增长率11%；至于应用于数据中心的特殊应用芯片（ASIC），digitimes预料，ASIC芯片出货量将在2027年突破千万颗，与图形处理器（GPU)的出货量相比，已在伯仲之间。IDC资深研究经理曾冠玮表示，2026年...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251206180156a727724b&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":"IE00B7KXQ091.USD","symbol_name":"Janus Henderson Balanced A Inc 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GPU","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"NVDA":1.87,"AI":0.67,"USJW.SI":0.6,"GOOGL":1.85},"content_text":"集微网·爱集微APP，各大主流应用商店均可下载人工智能（AI）基础建设浪潮持续推进，加上边缘运算设备规格升级，国际研调机构IDC预估，明年全球半导体市场规模将达8900亿美元，年增长率11%；至于应用于数据中心的特殊应用芯片（ASIC），digitimes预料，ASIC芯片出货量将在2027年突破千万颗，与图形处理器（GPU)的出货量相比，已在伯仲之间。IDC资深研究经理曾冠玮表示，2026年半导体产业将延续AI驱动的增长轨迹。为了满足指数级增长运算需求，从IC设计、晶圆制造到先进封装的整体价值链都会处于高产能利用率状态。随着芯片复杂度提升，供应链上下游的紧密协作，将是确保AI芯片顺利量产与效能突破的关键。IDC指出，明年半导体增长动能来自三处，首先，AI基础建设持续投入，带动芯片数据中心营收大幅攀升，第二，随着企业为整合AI功能而升级硬体，加速换机潮，推动终端设备市场稳健复苏，第三，存储市场需求爆发期，成为推升整体半导体产值的关键引擎。这股由AI驱动的投资周期，将抵销部分总体经济的不确定性，引领产业进入新一波扩张期。近期市场讨论度最高的部分，在于谷歌的自研ASIC芯片TPU广获其他云端业者青睐，虽暂时无法撼动英伟达在AI芯片市场里的霸主地位，不过，威胁性却相当高。digitimes分析师姚嘉洋预估，应用于数据中心的ASIC芯片明年出货量将达833万颗，与GPU仍有很大差距，但到了2027年时，ASIC芯片出货量将突破千万颗，追上GPU的出货量1177万颗。姚嘉洋认为，市场上对于ASIC、GPU仍有诸多讨论，不过，不同的芯片如何有效率地对应不同工作负载，会是云端服务厂商在意的重点。（经济日报）","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-2","news_tag":"productRelease","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 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