2026年ASIC抢地盘台积电、鸿海等获利

爱集微2025-12-15

AI持续为2026年资本市场焦点已无悬念，但英伟达（NVIDIA）GPU不再独享聚光灯，特殊应用芯片（ASIC）也将吸引关注。法人表示，谷歌TPU v7、亚马逊AWS Trainium 3明年首季有望进入量产，将为ASIC带来新契机，中国台湾供应链包括台积电、鸿海、广达、台达电等将通吃GPU与ASIC市场。过去云端服务供应商（CSP）自行开发的ASIC芯片，大多是自用为主，经过近年优化，加上扩大与...

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2026年ASIC抢地盘 台积电、鸿海等获利

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2026年ASIC抢地盘台积电、鸿海等获利