首轮AI半导体市场竞争,胜负已分

芯界研习社
05 Dec 2024

生成式 AI 改写了半导体厂商的格局。自2022年11月30日美国OpenAI发布ChatGPT以来,已经过去两年了。过去两年,各种生成式人工智能不断涌现,人工智能热潮主导了世界。生成式人工智能在配备人工智能半导体的服务器上运行。许多半导体制造商都在人工智能半导体领域展开竞争,但胜负已分明(图1)。图1 AI半导体,第一轮赢家和输家首先,在设计方面,NVIDIA这家专门从事设计的无晶圆厂公司占据了...

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