AI推理邁向異構算力時代！微軟Maia 300加速自研硅崛起，台積電(TSM.US)與邁威爾(MRVL.US)迎ASIC增長周期

智通財經

08/11

【AI推理邁向異構算力時代！微軟Maia 300加速自研硅崛起，台積電(TSM.US)與邁威爾(MRVL.US)迎ASIC增長周期】智通財經APP獲悉，在有媒體援引知情人士透露的消息報道稱，美國科技巨頭之一的微軟(MSFT.US)計劃很快推出其最新自研AI加速器Maia 300之際，華爾街知名投資機構Wedbush Securities認為，這一最新市場動態可能非常利好聚焦於AI ASIC與數據中心光互連芯片的邁威爾科技(MRVL.US)以及「芯片代工之王」台積電(TSM.US)。微軟最快可能在2026年9月公布新一代自研AI ASIC芯片‌Maia 300，正在與台積電洽談為2027年超過30萬顆芯片鎖定產能，長期甚至希望獲得超過100萬顆產能。

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300加速自研硅崛起，台積電(TSM.US)與邁威爾(MRVL.US)迎ASIC增長周期】</b>智通財經APP獲悉，在有媒體援引知情人士透露的消息報道稱，美國科技巨頭之一的微軟(MSFT.US)計劃很快推出其最新自研AI加速器Maia \n\n300之際，華爾街知名投資機構Wedbush Securities認為，這一最新市場動態可能非常利好聚焦於AI \n\nASIC與數據中心光互連芯片的邁威爾科技(MRVL.US)以及「芯片代工之王」台積電(TSM.US)。微軟最快可能在2026年9月公布新一代自研AI \n\nASIC芯片‌Maia 300，正在與台積電洽談為2027年超過30萬顆芯片鎖定產能，長期甚至希望獲得超過100萬顆產能。                </div>\n</div></body></html>","source":"live_zhitongcaijing","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AI推理邁向異構算力時代！微軟Maia 300加速自研硅崛起，台積電(TSM.US)與邁威爾(MRVL.US)迎ASIC增長周期</title>\n<style 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\n\nASIC與數據中心光互連芯片的邁威爾科技(MRVL.US)以及「芯片代工之王」台積電(TSM.US)。微軟最快可能在2026年9月公布新一代自研AI \n\nASIC芯片‌Maia 300，正在與台積電洽談為2027年超過30萬顆芯片鎖定產能，長期甚至希望獲得超過100萬顆產能。                </div>\n</div></body></html>\n<div class=\"bt-text\">\n\n\n<p> 來源：<a href=\"https://www.zhitongcaijing.com/immediately.html?type=usstock\">智通財經</a></p>\n<p>為提升您的閱讀體驗，我們對本頁面進行了排版優化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4612","symbol_name":"AI芯片","start_time":0,"source_url":"https://www.zhitongcaijing.com/immediately.html?type=usstock","article_id":"2658915630","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2658915630","pubTimestamp":1786455035,"columns":[],"sourceInfo":{"source_id":"live_zhitongcaijing","name":"智通财经网"},"weMediaInfo":null,"summary":"【AI推理邁向異構算力時代！微軟Maia 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