人工智能芯片需求增长科磊预测季度收入将高于预期

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芯片制造设备供应商科磊周三（10月30日）预测截至12月的2025财年第二季度营收将高于华尔街预期，押注于支持人工智能工作负载的芯片需求增长。由于芯片领头羊台积电和三星电子等公司正在大力投资人工智能芯片，芯片制造设备的新订单预计将增长。台积电在2024财年占科磊总收入的10%以上，该公司最近上调了其年度收入增长预期，并表示人工智能芯片将占其全年收入的15%左右。科磊首席执行官Rick ...

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人工智能芯片需求增长 科磊预测季度收入将高于预期

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人工智能芯片需求增长科磊预测季度收入将高于预期