《大行報告》美銀證券:AMD下季提供AI晶片樣本 大幅遠落後NVIDIA
美銀證券發表報告指,超微(AMD.US)日前公布旗下最新AI GPU晶片「MI300X」,並料AI晶片市場將由今年的300億美元,增至2027年1,500億美元。不過,該行對超微保持「中性」,因為公司並未提及任何商業客戶參與其新的GPU產品。目標價135美元。
報告指,超微仍然遠遠落後輝達(NVDA.US),因超微下季才開始提供AI晶片樣本。時間方面,當超微開始通過基於5納米的GPU加速器企穩時,輝達可能會推出其下一代基於3納米、LLM優化的Blackwell架構GPU,進一步擴大其在人工智能市場上已經相當大的領先優勢。
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