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US AI & Computing Intelligence
2026-07-29
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博通定制AI芯片出货量飙升150%，ASIC赛道加速抢占算力市场
博通2026年第二季度财报显示，定制AI芯片（ASIC）出货量同比增长150%，谷歌、Meta等客户订单激增，AI推理场景推动ASIC渗透率提升，挑战英伟达GPU主导地位。本文分析博通业绩亮点、ASIC技术优势及对美股AI芯片格局的影响。
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