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國金證券:AI應用帶動推理算力需求 看好ASIC行業廠商發展
國金證券認為,AI(人工智能)推理降本有望帶動AI應用的爆發,ASIC作為高性價比的算力方案,有望充分受益推理算力需求增長。目前,北美雲廠商積極佈局ASIC,已經實現規模化生產的ASIC包括谷歌的TPU、亞馬遜的Trainium與Inferentia、微軟的Maia以及Meta的MTIA,其他雲廠商ASIC在成熟度逐漸提升後,未來也具備較大的增長空間。國金證券表示,看好ASIC設計服務公司、以太網白盒交換機廠商與以太網交換芯片廠商、AEC廠商、PCB廠商。
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