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银河证券:AI应用仍将是半导体行业发展的主要动能
Posted Time: 2024 October 22 14:33
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electronics workshop
银河证券研报指出,AI应用仍将是半导体行业发展的主要动能。1)服务器规模高速成长,AI服务器占比提升:近两年,全球处于AIGC的爆发阶段,用于提供高容量、高性能数据存储和处理服务的超大型数据中心加速落成,驱动行业稳步发展。2)AI芯片市场规模同步增长,新品层出不穷:AI芯片是AI服务器的核心组件之一,主要用于处理人工智能应用中的大量计算任务,提供算力支持。建议关注:寒武纪、北方华创、长电科技等。
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