AI推理迈向异构算力时代！微软Maia 300加速自研硅崛起，台积电(TSM.US)与迈威尔(MRVL.US)迎ASIC增长周期

智通财经08-11 21:30

【AI推理迈向异构算力时代！微软Maia 300加速自研硅崛起，台积电(TSM.US)与迈威尔(MRVL.US)迎ASIC增长周期】智通财经APP获悉，在有媒体援引知情人士透露的消息报道称，美国科技巨头之一的微软(MSFT.US)计划很快推出其最新自研AI加速器Maia 300之际，华尔街知名投资机构Wedbush Securities认为，这一最新市场动态可能非常利好聚焦于AI ASIC与数据中心光互连芯片的迈威尔科技(MRVL.US)以及“芯片代工之王”台积电(TSM.US)。微软最快可能在2026年9月公布新一代自研AI ASIC芯片‌Maia 300，正在与台积电洽谈为2027年超过30万颗芯片锁定产能，长期甚至希望获得超过100万颗产能。

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Microsoft's Maia 300 Accelerates Self-developed Silicon Rise, TSMC (TSM.US) and Maiwell (MRVL.US) Welcome ASIC Growth Cycle","themeId":null,"isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/4d0952b422d80a83c5f566317d673b91","symbols_score_info":{"TSM":1.96,"03145":0.6,"ROM":0.6,"MSFW":0.6,"FAI":0.6,"CMAG":0.6,"AIFD":0.6,"QQQA":0.6,"EMC":0.6,"SMH":0.6,"EFIV":0.6,"CWI":0.6,"CGIC":0.6,"AVSE":0.6,"TSMZ":0.6,"SOXY":0.6,"TSMY":0.6,"MSFY":0.6,"TSMX":0.6,"UMMA":0.6,"OGIG":0.6,"ADVE":0.6,"MSFU":0.6,"DTCR":0.6,"NULC":0.6,"XNTK":0.6,"MSFL":0.6,"BLOX":0.6,"FXL":0.6,"AIQ":0.6,"FTXL":0.6,"MRVX":0.6,"SMHX":0.6,"TEK":0.6,"IGV":0.6,"CORO":0.6,"MSFO":0.6,"MRVU":0.6,"AVXC":0.6,"TSMG":0.6,"EMM":0.6,"SNPE":0.6,"MRVL":1.95,"CGNG":0.6,"MSFD":0.6,"XLK":0.6,"IXN":0.6,"AIS":0.6,"MSFX":0.6,"TYLG":0.6,"GAMR":0.6,"TTXU":0.6,"FTEC":0.6,"TTEQ":0.6,"BAI":0.6,"CNEQ":0.6,"TSMU":0.6,"TINS":0.6,"SPWO":0.6,"CGGO":0.6,"KNOW":0.6,"MVLL":0.6,"GTEK":0.6,"ESIM":0.6,"AVEM":0.6,"CGDG":0.6,"MSFT":1.93,"TDIV":0.6,"STSM":0.6,"SPTE":0.6,"WUGI":0.6,"VGT":0.6,"ASIA":0.6,"CHPX":0.6,"MEMX":0.6,"FDTX":0.6},"content_text":"【AI推理迈向异构算力时代！微软Maia 300加速自研硅崛起，台积电(TSM.US)与迈威尔(MRVL.US)迎ASIC增长周期】智通财经APP获悉，在有媒体援引知情人士透露的消息报道称，美国科技巨头之一的微软(MSFT.US)计划很快推出其最新自研AI加速器Maia \n\n300之际，华尔街知名投资机构Wedbush Securities认为，这一最新市场动态可能非常利好聚焦于AI \n\nASIC与数据中心光互连芯片的迈威尔科技(MRVL.US)以及“芯片代工之王”台积电(TSM.US)。微软最快可能在2026年9月公布新一代自研AI \n\nASIC芯片‌Maia 300，正在与台积电洽谈为2027年超过30万颗芯片锁定产能，长期甚至希望获得超过100万颗产能。","kind":"live","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":true,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"0","news_tag":"","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; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"isLaohu8Offline":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.44.1","shortVersion":"4.44.1","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2658915630","isCrawlerRequest":true}