迈威尔科技今日在盘前大涨5.39%,市场对该公司前景表现出乐观态度。
消息人士认为,导致该股价上涨的主要原因是市场预期公司的定制AI芯片业务将在未来实现增长。据报道,随着人工智能领域的高速发展,该公司专注提供的定制AI芯片将迎来旺盛需求。与通用GPU芯片相比,定制芯片能以更高效能的方式执行特定任务,有望满足AI算力需求的快速增长。
分析师预计,到2028年,迈威尔科技在数据中心领域的总潜在市场将从目前的210亿美元增长至750亿美元,其中430亿美元市场将来自对定制计算芯片的需求。该公司最新一期财报显示,与去年同期相比,其数据中心收入已实现92%的大幅增长,在一定程度上抵消了其他业务的疲软。行业机构认为,迈威尔科技在定制AI芯片领域的布局将为公司未来数年增长注入强劲动力。
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