机构：全球ASIC出货量到2027年将增长三倍_老虎社区_美港股上老虎

机构：全球ASIC出货量到2027年将增长三倍

爱集微01-27

1月26日，市调机构Counterpoint Research在报告中指出，预计到2027年，全球服务器专用 AI 服务器计算 ASIC（应用专用集成电路）出货量将比2024年增长三倍。这一爆炸性增长的背后，是对谷歌TPU基础设施的强劲需求、AWS Trainium集群的持续扩展，以及Meta (MTIA) 和微软 (Maia) 随着其内部芯片产品组合的扩展而带来的产能提升。就人工智能超大规模...

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