“市场似乎低估了专用集成电路(ASIC)定制芯片相较英伟达(NVIDIA)/ 超微半导体公司(AMD)商用芯片的出色表现。”,摩根士丹利2月12日发布研究报告指出,该行观点与上述意见正好相反。关键要点尽管商用芯片在 2025 年有望超越专用集成电路(ASIC)的发展,但人们对 ASIC 的期望却急剧攀升。对于特定应用,定制化并不能改变这样一个事实,即芯片必须比图形处理器(GPU)更高效,这极具...
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