苹果芯片，蠢蠢欲动

半导体行业观察03-23

来源：内容来自半导体行业观察综合，谢谢。如果您希望可以时常见面，欢迎标星收藏哦~在今天，半导体行业发生了几个大消息，我们来综合一下，给大家看看。这些新闻涉及了博通、台积电和苹果等巨头。从这些消息综合可见，苹果似乎在做一些不同的芯片。博通获得了AI芯片大单博通(Broadcom) 股价周四飙升，因有消息称该公司获得了新的人工智能芯片客户。这家总部位于加利福尼亚州帕洛阿尔托的公司周三举行了题为“启用...

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客户可能是亚马逊或苹果。“管理层将其描述为消费者（而不是企业）人工智能客户，”斯坦在一份客户报告中表示。“考虑到这样的合作需要相当大的规模（并且可能有定制芯片的历史），我们推测客户要么是亚马逊，要么可能是苹果。然而，我们对此事的信念只是温和。”博通表示，其定制人工智能芯片比AMD ( AMD ) 和Nvidia ( NVDA ) 等公司的图形处理单元 (GPU) 具有成本和功耗优势。这是因为它的芯片针对特定工作负载进行了优化。博通目前预计 2024 年 AI 芯片收入将超过 100 亿美元，占其半导体销售额的 35%。去年，AI芯片销售额约占该公司半导体收入的15%。台积电拿到了苹果芯片急单？摩根士丹利分析师周五在一份报告中将台湾半导体 的目标价格从新台币 860 元上调至新台币 850 元，称该公司看到了苹果芯片的“紧急订单”。该公司表示，这些订单可能用于人工智能训练，“这可能足以抵消苹果 iPhone 处理器的潜在削减”。“根据我们最近的代工供应链检查，我们发现对台积电 InFO-LSI（集成扇出、本地硅中介层）产能的需求显着增长，该产能主要用于苹果的 M2 Ultra，这是一种定制芯片，已在苹果的高端 Mac PC（即 Mac Studio 和 Mac Pro），”该银行解释道。分析师补充道：“鉴于 M2 Ultra 订单大幅增长，而 PC 终端需求相对稳定，我们认为 5 纳米 M2 Ultra 或未来 3 纳米 M3 Ultra 的需求驱动力可能来自苹果内部人工智能服务器（见报告），我们认为，估计可能会给台积电带来低个位数的收入。”尽管将台积电描述为“全球人工智能供应链中的落后者”，但分析师仍对该股维持“增持”评级，并表示他们认为 2025 年和 2026 年的预测“收入小幅上涨”，因为苹果占全球人工智能供应链的 20% 至 25%。台积电营收。点这里 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