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Back後黃仁勳時代來了！法人點名這10檔ASIC個股最受惠
後黃仁勳時代來了！法人點名這10檔ASIC個股最受惠
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自由时报21 minutes agoBusiness2 min readChinaView translation

後黃仁勳時代來了！法人點名這10檔ASIC個股最受惠

法人分析後黃仁勳時代供應鏈風險移向2028年後，10檔ASIC概念股受關注

創意ASICAI概念股

Quick Look

創意股價開盤即漲停。法人分析指出，輝達2027年出貨訂單大致敲定，供應鏈風險移向2028年後產品節奏與ASIC分流，ASIC占加速器市場預計從約10%升至2027年約20%，2028年客製ASIC出貨量將超越資料中心GPU。台燿、鴻勁、建準、緯穎、金像電、聯發科、旺矽、世芯-KY、創意與精測等10檔以ASIC訂單為主，其中金像電獲AWS入股，聯發科為Google TPU主要設計夥伴，世芯多年營收多由AWS貢獻，創意則受惠CPU與雲端ASIC專案。

AI-generated summary

Why It Matters

後黃仁勳時代來臨，法人分析輝達2027年出貨訂單大致敲定，供應鏈風險移向2028年後的產品節奏與ASIC分流。產業研究機構估計，客製ASIC出貨量將於2028年超越資料中心GPU，ASIC占加速器市場由約10%升至2027年約20%。

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創意今日股價開盤即漲停。（取自官網）

〔記者卓怡君／台北報導〕後黃仁勳時代來臨，法人分析，輝達2027年出貨訂單大致敲定，供應鏈風險移向2028年後的產品節奏與ASIC（客製化晶片）分流，其中ASIC發展有望加速崛起，解析台灣AI概念股中，共有10檔以ASIC訂單為主，包括台燿（6274）、鴻勁（7769）、建準（2421）、緯穎（6669）、金像電（2368）、聯發科（2454）、旺矽（6223）、世芯-KY（3661）、創意（3443）與精測（6510）。

產業研究機構估計，客製ASIC出貨量將於2028年超越資料中心GPU，據供應鏈訪查，ASIC占加速器市場由約10%升至2027年約20%。金像電未來以ASIC相關PCB訂單為主要成長主軸，受惠ASIC伺服器PCB規格升級，也獲得主要ASIC客戶AWS（亞馬遜雲端服務公司）入股，聯發科目前為Google TPU主要設計夥伴，手中已拿下兩顆ASIC晶片v8與v9，單價與規模更大的v9晶片預計2028年量產，世芯過去三年多數的營收皆由AWS貢獻，至於創意主要成長來自CPU與雲端ASIC專案帶動。

一手掌握經濟脈動 點我訂閱自由財經Youtube頻道

What to Watch

AI outlook — possibilities, not facts

  • ASIC市場佔有率將於2027年達約20%，2028年客製ASIC出貨量超越資料中心GPU

    Likely · Within years

  • 聯發科手握的v9晶片預計2028年量產

    Likely · Within years

Open Questions

  • 創意漲停的具體成交量與漲幅是多少？
  • ASIC市場超越GPU的具體時間點是否確定為2028年？
  • 金像電、聯發科、世芯-KY等公司的ASIC訂單具體金額與客戶細節是多少？

Related Topics

創意
Organizations輝達AWS（亞馬遜雲端服務公司）Google台燿（6274）
Places台北
TopicsASICAI概念股台積電AWSGoogle聯發科
This article was originally published by 自由时报.

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