芯片专题 | deepseek爆发之后,巨头还需要ASIC吗?

天风国际
21 Feb

在过去6个月时间里,AI主题的关注焦点开始转向ASIC定制芯片。在过去的算力绝对龙头英伟达在原地踏步的同时,以博通、ALAB为代表的ASIC产业链正在迅速走强。图片来源于:大摩随着训练侧Scaling Law遭遇挑战,产业界的重点押注方向开始转向算力要求更低、更强调信息理解能力的推理侧,尤其是基于深度思考(CoT)的推理侧应用方向,诸如谷歌TPU等定制化ASIC相对于英伟达GPU的性价比迎来提升。...

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