(信息来源:爱集微)近日,摩根士丹利(通过@Jukanlosreve)发布人工智能(AI)处理器的晶圆消耗量统计,结果显示英伟达(Nvidia)占据了AI专用晶圆的大部分份额,并将在2025年进一步扩大其主导地位,届时将消耗全球用于AI应用的晶圆供应量的77%。摩根士丹利预测,英伟达将在2025年主导AI半导体晶圆消费,其份额将从2024年的51%增至2025年的77%,同时将消耗53.5万片...
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