【郭明𫓹:OpenAI ASIC AI服务器最快2026年四季度开始出货】1月9日,天风国际证券分析师郭明𫓹发布报告指出,纬颖预计最快自4Q26–1Q27开始出货OpenAI ASIC AI服务器 (芯片设计由Broadcom负责)。此服务器采用水冷设计,单柜价格显著高于气冷服务器。一般而言,水冷服务器的单价为气冷的数倍,纬颖为ASIC AI服务器的下游最大受惠者,故可望显著受益于ASIC AI服务器规格升级趋势。

金融界
10 Jan
1月9日,天风国际证券分析师郭明𫓹发布报告指出,纬颖预计最快自4Q26–1Q27开始出货OpenAI ASIC AI服务器 (芯片设计由Broadcom负责)。此服务器采用水冷设计,单柜价格显著高于气冷服务器。一般而言,水冷服务器的单价为气冷的数倍,纬颖为ASIC AI服务器的下游最大受惠者,故可望显著受益于ASIC AI服务器规格升级趋势。

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