$台积电(TSM)$_老虎社区_美港股上老虎

$台积电(TSM)$ 按照特斯拉的计划：26年德州超级计算中心建成后训练算力达到340eops，到时候HW5.0也应该量产上车了，其推理算力在5000tops （理想因为OrinX芯片单颗254 TOPS，在算力不够被迫选择“快系统1”和“慢系统2”的架构在大算力面前将变的没有意义）。。。所有的算力竞赛中必然受益的是英伟达和台积电，可能还有阿斯麦？。。。。台积电的产能据说已经排到26年了。。。

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":326745293398080,"tweetId":"326745293398080","gmtCreate":1720793355237,"gmtModify":1720793363924,"author":{"id":9000000000000218,"idStr":"9000000000000218","authorId":9000000000000218,"authorIdStr":"9000000000000218","name":"罗杰斯之王","avatar":"https://static.tigerbbs.com/2a3c9f1e4d056b8f2c66c22a8930b166","vip":8,"userType":8,"introduction":"运营账号","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":33,"starInvestorFlag":false},"themes":[],"images":[{"img":"https://static.tigerbbs.com/2773d95fbbea1d755c09adb0858e3bd3","width":"1248","height":"999"}],"coverImages":[{"img":"https://static.tigerbbs.com/2773d95fbbea1d755c09adb0858e3bd3","width":"1248","height":"999"}],"html":"<html><head></head><body> <a data-mention-id=\"TSM\" class=\"teditor-mention\" data-mention-name=\"台积电\" href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$</a> <v-v data-views=\"1\"></v-v> 按照特斯拉的计划：26年德州超级计算中心建成后训练算力达到340eops，到时候HW5.0也应该量产上车了，其推理算力在5000tops （理想因为OrinX芯片单颗254 TOPS，在算力不够被迫选择“快系统1”和“慢系统2”的架构在大算力面前将变的没有意义）。。。所有的算力竞赛中必然受益的是英伟达和台积电，可能还有阿斯麦？。。。。台积电的产能据说已经排到26年了。。。<img src=\"https://static.tigerbbs.com/2773d95fbbea1d755c09adb0858e3bd3\" tg-width=\"1248\" tg-height=\"999\"></body></html>","htmlText":"<html><head></head><body> <a data-mention-id=\"TSM\" class=\"teditor-mention\" data-mention-name=\"台积电\" href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$</a> <v-v data-views=\"1\"></v-v> 按照特斯拉的计划：26年德州超级计算中心建成后训练算力达到340eops，到时候HW5.0也应该量产上车了，其推理算力在5000tops （理想因为OrinX芯片单颗254 TOPS，在算力不够被迫选择“快系统1”和“慢系统2”的架构在大算力面前将变的没有意义）。。。所有的算力竞赛中必然受益的是英伟达和台积电，可能还有阿斯麦？。。。。台积电的产能据说已经排到26年了。。。<img src=\"https://static.tigerbbs.com/2773d95fbbea1d755c09adb0858e3bd3\" tg-width=\"1248\" tg-height=\"999\"></body></html>","text":"$台积电(TSM)$ 按照特斯拉的计划：26年德州超级计算中心建成后训练算力达到340eops，到时候HW5.0也应该量产上车了，其推理算力在5000tops （理想因为OrinX芯片单颗254 TOPS，在算力不够被迫选择“快系统1”和“慢系统2”的架构在大算力面前将变的没有意义）。。。所有的算力竞赛中必然受益的是英伟达和台积电，可能还有阿斯麦？。。。。台积电的产能据说已经排到26年了。。。","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":1,"favoriteSize":0,"link":"https://laohu8.com/post/326745293398080","repostId":0,"isVote":1,"tweetType":1,"viewCount":5247,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["TSM"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":323,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/326745293398080"}