Counterpoint：预计到2028年联发科可占据约26%的全球AI服务器运算ASIC出货量

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智通财经APP获悉，Counterpoint Research研究助理David Wu 表示，依目前预测，预计到2028年，联发科可占据约26%的全球 AI服务器运算ASIC出货量。需要注意的是，目前的预测未包括 Meta MTIA 潜在项目的中标情况。此外，实际出货表现仍取决于先进封装产能，包括 TSMC CoWoS 配额以及 Intel EMIB-T 在 Humufish 上的良率准备情况。在...

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表示，依目前预测，预计到2028年，联发科可占据约26%的全球 AI服务器运算ASIC出货量。需要注意的是，目前的预测未包括 Meta MTIA 潜在项目的中标情况。此外，实际出货表现仍取决于先进封装产能，包括 TSMC CoWoS 配额以及 Intel EMIB-T 在 Humufish 上的良率准备情况。在...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1437163.html\">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":"BK4512","symbol_name":"苹果概念","start_time":0,"source_url":"http://www.zhitongcaijing.com/content/detail/1437163.html","article_id":"2631688059","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2631688059","pubTimestamp":1777535092,"columns":[],"sourceInfo":{"source_id":"stock_zhitongcaijing","name":"智通财经网"},"weMediaInfo":null,"summary":"智通财经APP获悉，Counterpoint Research研究助理David Wu 表示，依目前预测，预计到2028年，联发科可占据约26%的全球 AI服务器运算ASIC出货量。随着 Zebrafish 预计于 2026 年底开始量产，Humufish 预计于 2028 年逐步放量，联发科相关出货量有望随之增长。根据 Counterpoint Research 最新全球 AI 服务器运算 ASIC 出货预测，TPU v8t 和 v8i 的合计出货量预计将在 2028 年接近 500 万台，相较 2026 年约 40 万台的出货量呈现显著增长，主要反映谷歌在内部应用和云端客户场景中持续推进 TPU 部署。","collect":0,"end_time":0,"defaultTopTitle":"zhitongcaijing.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"BK4512":"苹果概念","ON":"安森美半导体","BK4585":"ETF&股票定投概念","IE00BZ199S13.USD":"BNY MELLON MOBILITY INNOVATION \"B\" (USD) ACC","LU1861214812.USD":"Blackrock Future of Transport A2 USD","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1861219969.SGD":"Blackrock Future of Transport A2 SGD-H","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","ARTY":"ISHARES FUTURE AI & TECH ETF","AIPO":"Defiance AI and Power Infrastructure ETF","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1854104046.USD":"M&G (LUX) POSITIVE IMPACT \"A\" (USD) ACC","LU1861215975.USD":"贝莱德新一代科技基金 A2","ASIC":"Ategrity Specialty Holdings","LU2360107325.USD":"BGF FUTURE OF TRANSPORT \"A4\" (USD) 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Research研究助理David Wu 表示，依目前预测，预计到2028年，联发科可占据约26%的全球 AI服务器运算ASIC出货量。需要注意的是，目前的预测未包括 Meta MTIA 潜在项目的中标情况。此外，实际出货表现仍取决于先进封装产能，包括 TSMC CoWoS 配额以及 Intel EMIB-T 在 Humufish 上的良率准备情况。在刚刚结束的Google Cloud Next 大会上，谷歌发布了两款最新AI ASIC 服务器芯片——TPU v8t(用于训练)和 TPU v8i(用于推理用)。作为谷歌第八代 TPU 芯片，这两款产品在可扩展性、效率和可靠性方面进行了优化，以应对日益增长的推理密集型工作负载，以及面向 “Agentic AI” 时代的 MoE(Mixture-of-Experts)架构。根据Counterpoint Research 最新报告，TPU v8t(Zebrafish)在谷歌 AI 芯片策略中具有重要地位，亦被视为供应链策略调整的关键节点，显示其由原先以 Broadcom turnkey ASIC 模式为主，逐步转向多元合作模式。关于谷歌为何采用“谷歌设计计算芯片核心、联发科提供 I/O 芯片”的新模式，Counterpoint Research副总监 Brady Wang 表示：“主要考量在于 HBM 采购成本。在 Broadcom turnkey 模式下，ASIC 供应商负责HBM采购，并加收15%–20%的费用。随着 HBM 在整体成本中占比不断上升，这部分溢价在大规模部署时将显著增加成本，尤其是在谷歌加速TPU部署的背景下。通过从 Zebrafish 开始将芯片设计和HBM采购内部化，谷歌可降低整体成本。”随着 Zebrafish 预计于 2026 年底开始量产，Humufish 预计于 2028 年逐步放量，联发科相关出货量有望随之增长。根据 Counterpoint Research 最新全球 AI 服务器运算 ASIC 出货预测，TPU v8t 和 v8i 的合计出货量预计将在 2028 年接近 500 万台，相较 2026 年约 40 万台的出货量呈现显著增长，主要反映谷歌在内部应用和云端客户场景中持续推进 TPU 部署。在 TPU v8e(Humufish)产品路线图中，联发科计划采用 Intel 的 EMIB-T 封装。Counterpoint Research 高级分析师 Ashwath Rao 指出：“目前 Humufish 正处于设计引入和验证阶段，预计量产时间为 2027 年底。后续发展仍取决于 Intel Foundry Services(IFS)先进封装的良率，以及关键基板供应商的准备情况，这些因素最终可能影响联发科的出货量进度。”","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"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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