英伟达预告，Arm架构新芯片

半导体产业纵横02-02

公众号记得加星标⭐️，第一时间推送不会错过。新的N1X和N1处理器经过优化，兼顾了低功耗和高性能。英伟达对其即将推出的基于Arm架构的N1X + N1处理器一直保持低调，但现在英伟达CEO黄仁勋提到了N1X + N1以及他的公司与联发科合作开发新芯片的情况。英伟达在中国台湾接受媒体采访时谈到了N1X和N1芯片，并表示这是与联发科合作开发的系统级芯片（SoC），专为“人工智能计算机”而设计。黄仁勋说...

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N1以及他的公司与联发科合作开发新芯片的情况。英伟达在中国台湾接受媒体采访时谈到了N1X和N1芯片，并表示这是与联发科合作开发的系统级芯片（SoC），专为“人工智能计算机”而设计。黄仁勋说...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260202183454a473025f&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":"LU2433249047.HKD","symbol_name":"THEMATICS META \"R/A\" (HKD) ACC","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260202183454a473025f&s=b","article_id":"2608850248","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260202183454a473025f&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, .recom-box, 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PC和笔记本电脑的战略密不可分，该战略采用与联发科合作开发的基于Arm的CPU复合体，并将直接与AMD、英特尔和高通在笔记本电脑市场展开竞争。英伟达的新款N1X和N1处理器将采用台积电的3nm工艺制造，其设计与GB10迷你AI超级计算机系统中的GB10芯片类似。报告还指出，下一代处理器N2X和N2有望在2027年第二季度上市，距离现在仅一年多一点的时间，英伟达也正持续进军基于Arm架构的笔记本电脑市场。NVIDIA即将推出的N1X处理器势必成为AMD当前一代Strix Halo APU的直接竞争对手，而Strix Halo在APU领域已经堪称性能怪兽。Strix Halo将强大的CPU性能与基于RDNA 3.5架构的Radeon 8060S GPU完美结合，能够轻松应对1080p和1440p分辨率下120Hz以上的游戏刷新率，甚至在降低一些画面设置的情况下，也能流畅运行4K 60帧的游戏。英伟达N1X最令人兴奋之处在于，有传言称其GPU性能将与RTX 5070相媲美。如果传言属实，哪怕只有一点点准确，对于一款基于Arm架构的PC处理器来说，都将是一个惊人的成绩，也清晰地表明英伟达的目标直指高性能游戏笔记本电脑和紧凑型台式机市场。距离2026年台北国际电脑展(Computex 2026)不到五个月的时间，期待英伟达能在展会上正式发布N1X。生态构建方面，英伟达并未复制英特尔严格的平台组件清单（PCL）模式，受内部资源限制，其由FAE（现场应用工程师）团队主导参考设计文件，协助OEM/ODM伙伴快速导入产品。为进一步规范并加速生态成熟，英伟达计划推出AVL（认可供应商清单）与RVL（推荐供应商清单）分级制度，其中AVL供应商产品经完整验证，RVL供应商产品符合规格要求但未完成全流程验证，通过分级管理提升合作效率。近年来，AI PC正从概念普及向规模出货进一步跨越，PC厂商对于系统芯片的要求也从性能提升逐步转向AI体验的适配。企业已不再满足于与芯片厂商供求关系的稳固，而是互相融入对方的产品研发乃至战略布局，实现先发优势的同时，也更好地服务自身产品的差异化、多元化布局。据悉，联想已基于英伟达即将推出的处理器开发了六款笔记本电脑，涵盖主流轻薄本、二合一设备及高性能游戏本，且已建立了受登录保护的内部测试门户。与此同时，戴尔预计最早将于2026年推出搭载N1X芯片的Alienware游戏本及XPS高端笔记本。这些动向表明，英伟达的Arm平台已进入实质性的测试与部署准备阶段。市场分析指出，随着苹果在Arm架构上的领先以及高通在Windows on Arm领域的推进，英伟达的加入将进一步推动Windows笔记本CPU选择的多样化。这可能标志着仅由英特尔和AMD x86处理器主导的时代走向终结，PC行业正加速迈向多架构并存的未来。英伟达在Arm架构消费类技术方面并非新手。报告指出，每一台任天堂Switch都运行在英伟达Tegra芯片上，该系列芯片还曾用于初代微软Surface RT，以及英伟达与联发科合作开发的Shield掌机和Shield TV盒子。此次进军PC芯片领域早已被业界期待。TechNews强调，随着苹果凭借定制Arm芯片引领Mac生态，高通在Windows on Arm领域逐步获得市场份额，以及据传AMD也在探索Arm处理器选项，英伟达的举动凸显了Windows笔记本CPU选择的日益多元化。这一转变可能会打破英特尔和AMD x86处理器的长期主导地位，开启一个多架构竞争的新时代。*声明：本文系原作者创作。文章内容系其个人观点，我方转载仅为分享与讨论，不代表我方赞成或认同，如有异议，请联系后台。","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":"productRelease","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":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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