半导体普升宏光半导体(06908)涨超5% 机构看好数据中心定制计算芯片市场规模迎快速增长_老虎社区_美港股上老虎

半导体普升宏光半导体(06908)涨超5% 机构看好数据中心定制计算芯片市场规模迎快速增长

金吾财讯04-29

金吾财讯 | 半导体普升，宏光半导体(06908)涨5.45%，上海复旦(01385)涨3.08%，中芯国际(00981)涨2.32%，华虹半导体(01347)涨2.07%，晶门半导体(02878)涨1.79%。

华泰证券认为，AI发展驱动云厂数据中心计算需求快速增长，微软（Maia）、谷歌（TPU）、Meta（MTIA）、亚马逊（Tranium）等云厂加速布局定制计算芯片。相较于CPU、GPU等通用芯片，定制计算芯片具备高性能、低功耗特点，且大规模应用后可快速分摊其前期研发投入成本，兼具性价比优势。该行看好数据中心定制计算芯片市场规模迎来快速增长。

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