【国泰君安:AI ASIC市场规模有望高速增长】 国泰君安证券研报认为,ASIC针对特定场景设计,有配套的通信互联和软件生态,虽然目前单颗ASIC算力相比最先进的GPU仍有差距,但整个ASIC集群的算力利用效率可能会优于可比的GPU,同时还具备明显的价格、功耗优势,有望更广泛地应用于AI推理与训练。看好ASIC的大规模应用带来云厂商ROI提升,同时也建议关注定制芯片产业链相关标的。AI ASIC具备功耗、成本优势,目前仍处于发展初期,市场规模有望高速增长。

金融界
25 Dec 2024
国泰君安证券研报认为,ASIC针对特定场景设计,有配套的通信互联和软件生态,虽然目前单颗ASIC算力相比最先进的GPU仍有差距,但整个ASIC集群的算力利用效率可能会优于可比的GPU,同时还具备明显的价格、功耗优势,有望更广泛地应用于AI推理与训练。看好ASIC的大规模应用带来云厂商ROI提升,同时也建议关注定制芯片产业链相关标的。AI ASIC具备功耗、成本优势,目前仍处于发展初期,市场规模有望高速增长。

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