科技巨头寻求“去英伟达化”，小摩称这两只美股最受益

智通财经06-05

摩根大通周二表示，博通和迈威尔科技应该“主导”快速增长的高端定制芯片市场。小摩目前预计，高端专用集成电路(ASIC)市场规模将达到200亿至300亿美元，高于此前预计的200亿至250亿美元，并将以20%的复合年增长率增长，这主要归功于生成式人工智能。小摩分析师Harlan Sur在一份投资者报告中写道:“与使用现成的商业解决方案(英伟达H100/B200)相比，定制专用集成电路是计算加速器的一个...

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href=http://www.zhitongcaijing.com/content/detail/1131153.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>摩根大通周二表示，博通和迈威尔科技应该“主导”快速增长的高端定制芯片市场。小摩目前预计，高端专用集成电路(ASIC)市场规模将达到200亿至300亿美元，高于此前预计的200亿至250亿美元，并将以20%的复合年增长率增长，这主要归功于生成式人工智能。小摩分析师Harlan Sur在一份投资者报告中写道:“与使用现成的商业解决方案(英伟达H100/B200)相比，定制专用集成电路是计算加速器的一个...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1131153.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":"LU0170899867.USD","symbol_name":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) 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Sur在一份投资者报告中写道:“与使用现成的商业解决方案(英伟达H100/B200)相比，定制专用集成电路是计算加速器的一个强有力的替代方案，因为云/超大规模巨头(谷歌、Meta/Facebook、微软、亚马逊等)继续寻求更多的差异化、更好的性能、更低的功耗和更低的整体硅成本。”Sur认为，博通正在与谷歌(GOOGL.US)合作开发下一代TPU v7，这将确保两家公司的合作关系，并为博通带来到2026年和2027年的收入。谷歌在上个月的开发者大会上发布了第六代张量处理单元芯片。包括谷歌、Meta Platforms(META.US)、微软(MSFT.US)和亚马逊(AMZN.US)在内的大型超大规模厂商都宣布了自己的定制芯片项目，部分原因是为了减少对英伟达(NVDA.US)等公司的依赖。因此，摩根大通认为博通和迈威尔科技将从中受益，博通占定制专用集成电路市场的约60%，Marvell占15%。分析师写道:“对于博通来说，我们相信，通过谷歌订单的加速(博通/谷歌共同设计了谷歌TPU系列人工智能处理器的最后6代)，以及Meta将在未来两年内成为数十亿美元的机会——Meta将构建自己的计算、网络和存储架构，以支持其下一代人工智能计算基础设施，博通团队今年将为人工智能带来110亿美元以上的收入(谷歌/Meta AI ASIC +人工智能网络)。”分析师补充称，由于迈威尔科技与亚马逊合作开发5纳米的Tranium芯片，与谷歌合作开发5纳米的Axion ARM CPU芯片，该公司今年在ASIC和网络领域的人工智能收入可能在16亿至18亿美元之间，明年可能在28亿至30亿美元之间。据信，迈威尔科技还在与亚马逊合作开发Inferentia芯片，与微软合作开发Maia芯片。","kind":null,"is_publish_news":true,"is_publish_highlight":true,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":1,"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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