联发科获谷歌TPU定制大单，2027年将拿下15%数据中心AISC市场

芯智讯02-22

2月21日消息，随着联发科在2月初的法说会上公布了乐观的ASIC业务营收目标，多家投资机构认为联发科是拿到了谷歌TPU定制大单，因此也纷纷上调了联发科2027年的获利预测与股价目标。联发科副董事长蔡力行在此前的法说会上表示，2026年将是手机产业艰难的一年，但对ASIC业务“非常有信心”，预计“2026年实现超过10亿美元的数据中心ASIC营收，并在2027年达到数十亿美元。”据此乐观地预估，...

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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260222091749a4babfb9&s=b><strong>芯智讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>2月21日消息，随着联发科在2月初的法说会上公布了乐观的ASIC业务营收目标，多家投资机构认为联发科是拿到了谷歌TPU定制大单，因此也纷纷上调了联发科2027年的获利预测与股价目标。联发科副董事长蔡力行在此前的法说会上表示，2026年将是手机产业艰难的一年，但对ASIC业务“非常有信心”，预计“2026年实现超过10亿美元的数据中心ASIC营收，并在2027年达到数十亿美元。”据此乐观地预估，...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260222091749a4babfb9&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":"LU1935042215.USD","symbol_name":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (USD) INC 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