713 lines
31 KiB
HTML
713 lines
31 KiB
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<title>ASIC概念分析报告</title>
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<div id="particles-js"></div>
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<div class="container mx-auto px-4 py-8 max-w-6xl">
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<!-- 标题部分 -->
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<div class="text-center mb-12">
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<h1 class="text-4xl md:text-5xl font-bold mb-4">
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<span class="highlight-text">ASIC</span> 概念分析报告
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</h1>
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<p class="text-lg text-slate-400 max-w-3xl mx-auto">
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AI算力范式转移的核心载体，从替代GPU叙事进入订单兑现期
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</p>
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</div>
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<!-- 概念事件时间轴 -->
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<div class="section-card rounded-xl p-6 mb-8">
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<h2 class="text-2xl font-bold mb-6 flex items-center">
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<svg xmlns="http://www.w3.org/2000/svg" class="h-6 w-6 mr-2 text-blue-400" fill="none" viewBox="0 0 24 24" stroke="currentColor">
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<path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M12 8v4l3 3m6-3a9 9 0 11-18 0 9 9 0 0118 0z" />
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</svg>
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概念事件时间轴
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</h2>
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<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
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<div>
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<h3 class="text-lg font-semibold mb-4 text-blue-300">时间轴梳理</h3>
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<div class="space-y-4">
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<div class="timeline-item">
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<div class="font-semibold">2024年9月</div>
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<p>西南证券首次提出"ASIC是AI算力范式转移的核心载体"</p>
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</div>
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<div class="timeline-item">
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<div class="font-semibold">2024年12月</div>
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<p>博通财报将2027年AI ASIC市场规模指引上调至<span class="text-green-400 font-bold">600-900亿美元</span></p>
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</div>
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<div class="timeline-item">
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<div class="font-semibold">2025年3月</div>
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<p>DeepSeek模型以<span class="text-green-400 font-bold">1/10成本</span>实现推理效果</p>
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</div>
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<div class="timeline-item">
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<div class="font-semibold">2025年6月</div>
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<p>台积电CoWoS产能分配显示，<span class="text-green-400 font-bold">ASIC占比将从2025年31%提升至2027年46%</span></p>
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</div>
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<div class="timeline-item">
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<div class="font-semibold">2025年7月</div>
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<p>谷歌披露AI推理Token量<span class="text-green-400 font-bold">50倍增长</span></p>
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</div>
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</div>
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</div>
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<div>
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<h3 class="text-lg font-semibold mb-4 text-purple-300">催化事件</h3>
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<div class="space-y-3">
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<div class="flex items-start">
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<span class="badge badge-blue mr-2 mt-1">1</span>
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<div>
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<div class="font-semibold">技术验证</div>
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<p>谷歌TPU v6e能效比H100高<span class="text-green-400 font-bold">67%</span>，亚马逊Trainium2训练成本降低<span class="text-green-400 font-bold">50%</span></p>
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</div>
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</div>
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<div class="flex items-start">
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<span class="badge badge-purple mr-2 mt-1">2</span>
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<div>
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<div class="font-semibold">政策倒逼</div>
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<p>美国对华GPU出口管制，字节跳动/阿里等被迫转向国产ASIC</p>
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</div>
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</div>
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<div class="flex items-start">
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<span class="badge badge-green mr-2 mt-1">3</span>
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<div>
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<div class="font-semibold">订单落地</div>
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<p>Meta MTIA v2量产、微软Maia 200流片、OpenAI Titan芯片预定台积电3nm产能</p>
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</div>
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</div>
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</div>
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</div>
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</div>
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</div>
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<!-- 核心观点摘要 -->
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<div class="section-card rounded-xl p-6 mb-8">
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<h2 class="text-2xl font-bold mb-6 flex items-center">
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<svg xmlns="http://www.w3.org/2000/svg" class="h-6 w-6 mr-2 text-purple-400" fill="none" viewBox="0 0 24 24" stroke="currentColor">
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<path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M9 12h6m-6 4h6m2 5H7a2 2 0 01-2-2V5a2 2 0 012-2h5.586a1 1 0 01.707.293l5.414 5.414a1 1 0 01.293.707V19a2 2 0 01-2 2z" />
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</svg>
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核心观点摘要
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</h2>
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<div class="grid grid-cols-1 md:grid-cols-3 gap-6">
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<div class="bg-slate-800/50 p-5 rounded-lg">
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<div class="text-blue-400 font-bold mb-2">阶段判断</div>
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<p>ASIC已从"替代GPU的叙事"进入<span class="text-green-400 font-bold">订单兑现期</span>（2025年出货量预计<span class="text-green-400">277万颗→461万颗</span>），成为AI算力第二增长曲线。</p>
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</div>
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<div class="bg-slate-800/50 p-5 rounded-lg">
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<div class="text-purple-400 font-bold mb-2">核心驱动力</div>
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<p><span class="text-green-400 font-bold">成本指数级下降</span>（推理成本年降10倍）+ <span class="text-green-400 font-bold">CSP自研刚需</span>（摆脱英伟达依赖）+ <span class="text-green-400 font-bold">地缘政治催化</span>（国产替代）。</p>
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</div>
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<div class="bg-slate-800/50 p-5 rounded-lg">
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<div class="text-green-400 font-bold mb-2">未来潜力</div>
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<p>2028年市场规模<span class="text-green-400 font-bold">554亿美元</span>（Marvell预测），CAGR <span class="text-green-400 font-bold">53%</span>，远超GPU的<span class="text-yellow-400">21%</span>增速。</p>
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</div>
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</div>
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</div>
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<!-- 核心逻辑与市场认知分析 -->
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<div class="section-card rounded-xl p-6 mb-8">
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<h2 class="text-2xl font-bold mb-6 flex items-center">
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<svg xmlns="http://www.w3.org/2000/svg" class="h-6 w-6 mr-2 text-green-400" fill="none" viewBox="0 0 24 24" stroke="currentColor">
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<path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M13 10V3L4 14h7v7l9-11h-7z" />
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</svg>
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核心逻辑与市场认知分析
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</h2>
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<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
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<div>
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<h3 class="text-lg font-semibold mb-4 text-blue-300">核心驱动力</h3>
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<div class="space-y-3">
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<div class="flex items-start">
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<svg xmlns="http://www.w3.org/2000/svg" class="h-5 w-5 mr-2 mt-0.5 text-blue-400" fill="none" viewBox="0 0 24 24" stroke="currentColor">
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<path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M5 13l4 4L19 7" />
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</svg>
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<div>
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<div class="font-semibold">技术突破</div>
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<p>ASIC通过<span class="text-green-400 font-bold">固化算子</span>实现单位算力成本仅为GPU的<span class="text-green-400 font-bold">1/5</span></p>
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</div>
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</div>
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<div class="flex items-start">
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<svg xmlns="http://www.w3.org/2000/svg" class="h-5 w-5 mr-2 mt-0.5 text-blue-400" fill="none" viewBox="0 0 24 24" stroke="currentColor">
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<path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M5 13l4 4L19 7" />
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</svg>
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<div>
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<div class="font-semibold">需求裂变</div>
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<p>推理算力需求因AI应用爆发呈<span class="text-green-400 font-bold">指数级增长</span>（谷歌Token量50倍↑）</p>
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</div>
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</div>
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<div class="flex items-start">
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<svg xmlns="http://www.w3.org/2000/svg" class="h-5 w-5 mr-2 mt-0.5 text-blue-400" fill="none" viewBox="0 0 24 24" stroke="currentColor">
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<path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M5 13l4 4L19 7" />
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</svg>
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<div>
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<div class="font-semibold">供应链重构</div>
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<p>台积电CoWoS产能向ASIC倾斜（2027年占比46%）</p>
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</div>
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</div>
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</div>
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</div>
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<div>
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<h3 class="text-lg font-semibold mb-4 text-purple-300">预期差分析</h3>
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<div class="space-y-3">
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<div class="bg-red-900/20 p-3 rounded-lg border border-red-800/30">
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<div class="font-semibold text-red-300">被高估</div>
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<p>市场普遍认为ASIC将<span class="text-red-400 font-bold">全面替代GPU</span>，但路演显示<span class="text-red-400">训练端仍依赖GPU</span></p>
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</div>
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<div class="bg-green-900/20 p-3 rounded-lg border border-green-800/30">
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<div class="font-semibold text-green-300">被低估</div>
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<p><span class="text-green-400 font-bold">液冷配套</span>需求未被充分定价——ASIC机柜功耗达<span class="text-green-400 font-bold">170kW</span></p>
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</div>
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</div>
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</div>
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</div>
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</div>
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<!-- 关键催化剂与未来发展路径 -->
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<div class="section-card rounded-xl p-6 mb-8">
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<h2 class="text-2xl font-bold mb-6 flex items-center">
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<svg xmlns="http://www.w3.org/2000/svg" class="h-6 w-6 mr-2 text-yellow-400" fill="none" viewBox="0 0 24 24" stroke="currentColor">
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<path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M13 7h8m0 0v8m0-8l-8 8-4-4-6 6" />
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</svg>
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关键催化剂与未来发展路径
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</h2>
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<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
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<div>
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<h3 class="text-lg font-semibold mb-4 text-blue-300">近期催化剂（3-6个月）</h3>
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<div class="space-y-3">
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<div class="flex items-start">
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<span class="badge badge-orange mr-2 mt-1">1</span>
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<div>
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<div class="font-semibold">2025Q4</div>
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<p>谷歌TPU v6e大规模出货（<span class="text-green-400 font-bold">150万颗</span>），验证能效比优势</p>
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</div>
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</div>
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<div class="flex items-start">
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<span class="badge badge-orange mr-2 mt-1">2</span>
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<div>
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<div class="font-semibold">2025Q4</div>
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<p>AWS Trainium3液冷版本量产，单机柜<span class="text-green-400 font-bold">72颗ASIC</span>推动液冷产业链订单</p>
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</div>
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</div>
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<div class="flex items-start">
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<span class="badge badge-orange mr-2 mt-1">3</span>
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<div>
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<div class="font-semibold">政策节点</div>
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<p>美国对华GPU管制清单更新，国产ASIC或获<span class="text-green-400 font-bold">政府集采</span></p>
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</div>
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</div>
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</div>
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</div>
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<div>
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<h3 class="text-lg font-semibold mb-4 text-purple-300">长期路径</h3>
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<div class="space-y-3">
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<div class="flex items-start">
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<div class="w-8 h-8 rounded-full bg-blue-500 flex items-center justify-center text-white font-bold mr-3">1</div>
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<div>
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<div class="font-semibold">2025-2026</div>
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<p>CSP自研ASIC渗透率<span class="text-green-400 font-bold">30%→50%</span></p>
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</div>
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</div>
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<div class="flex items-start">
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<div class="w-8 h-8 rounded-full bg-purple-500 flex items-center justify-center text-white font-bold mr-3">2</div>
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<div>
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<div class="font-semibold">2027-2028</div>
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<p>ASIC与GPU形成<span class="text-green-400 font-bold">"训练-推理"分工</span></p>
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</div>
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</div>
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<div class="flex items-start">
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<div class="w-8 h-8 rounded-full bg-green-500 flex items-center justify-center text-white font-bold mr-3">3</div>
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<div>
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<div class="font-semibold">2029+</div>
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<p>存算一体ASIC可能颠覆现有架构</p>
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</div>
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</div>
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</div>
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</div>
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</div>
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</div>
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<!-- 产业链与核心公司深度剖析 -->
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<div class="section-card rounded-xl p-6 mb-8">
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<h2 class="text-2xl font-bold mb-6 flex items-center">
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<svg xmlns="http://www.w3.org/2000/svg" class="h-6 w-6 mr-2 text-cyan-400" fill="none" viewBox="0 0 24 24" stroke="currentColor">
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<path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M19 21V5a2 2 0 00-2-2H7a2 2 0 00-2 2v16m14 0h2m-2 0h-5m-9 0H3m2 0h5M9 7h1m-1 4h1m4-4h1m-1 4h1m-5 10v-5a1 1 0 011-1h2a1 1 0 011 1v5m-4 0h4" />
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</svg>
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产业链与核心公司深度剖析
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</h2>
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<div class="mb-6">
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<h3 class="text-lg font-semibold mb-3 text-blue-300">产业链图谱</h3>
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<div class="bg-slate-800/50 p-4 rounded-lg">
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<div class="flex flex-wrap items-center justify-center gap-2 md:gap-4">
|
||
<span class="badge badge-blue">上游：台积电（CoWoS）</span>
|
||
<svg xmlns="http://www.w3.org/2000/svg" class="h-4 w-4" fill="none" viewBox="0 0 24 24" stroke="currentColor">
|
||
<path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M9 5l7 7-7 7" />
|
||
</svg>
|
||
<span class="badge badge-blue">世芯-KY/创意（设计服务）</span>
|
||
<svg xmlns="http://www.w3.org/2000/svg" class="h-4 w-4" fill="none" viewBox="0 0 24 24" stroke="currentColor">
|
||
<path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M9 5l7 7-7 7" />
|
||
</svg>
|
||
<span class="badge badge-blue">博通/Marvell（IP）</span>
|
||
<svg xmlns="http://www.w3.org/2000/svg" class="h-4 w-4" fill="none" viewBox="0 0 24 24" stroke="currentColor">
|
||
<path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M19 9l-7 7-7-7" />
|
||
</svg>
|
||
<span class="badge badge-purple">中游：寒武纪/昆仑芯（国产ASIC）</span>
|
||
<svg xmlns="http://www.w3.org/2000/svg" class="h-4 w-4" fill="none" viewBox="0 0 24 24" stroke="currentColor">
|
||
<path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M9 5l7 7-7 7" />
|
||
</svg>
|
||
<span class="badge badge-purple">英维克/高澜（液冷）</span>
|
||
<svg xmlns="http://www.w3.org/2000/svg" class="h-4 w-4" fill="none" viewBox="0 0 24 24" stroke="currentColor">
|
||
<path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M9 5l7 7-7 7" />
|
||
</svg>
|
||
<span class="badge badge-purple">沪电股份（PCB）</span>
|
||
<svg xmlns="http://www.w3.org/2000/svg" class="h-4 w-4" fill="none" viewBox="0 0 24 24" stroke="currentColor">
|
||
<path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M19 9l-7 7-7-7" />
|
||
</svg>
|
||
<span class="badge badge-green">下游：AWS/谷歌/微软（CSP）</span>
|
||
<svg xmlns="http://www.w3.org/2000/svg" class="h-4 w-4" fill="none" viewBox="0 0 24 24" stroke="currentColor">
|
||
<path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M9 5l7 7-7 7" />
|
||
</svg>
|
||
<span class="badge badge-green">字节跳动/阿里（国产需求）</span>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-lg font-semibold mb-3 text-purple-300">核心玩家对比</h3>
|
||
<div class="overflow-x-auto">
|
||
<table class="w-full">
|
||
<thead>
|
||
<tr>
|
||
<th class="text-left">公司</th>
|
||
<th class="text-left">角色</th>
|
||
<th class="text-left">竞争优势</th>
|
||
<th class="text-left">风险点</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr>
|
||
<td class="font-semibold">博通</td>
|
||
<td>全球ASIC龙头</td>
|
||
<td>谷歌/Meta订单锁定，2027年<span class="text-green-400 font-bold">500亿美元</span>收入指引</td>
|
||
<td>客户集中度过高（前3大客户占80%）</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold">世芯-KY</td>
|
||
<td>AWS核心供应商</td>
|
||
<td>Trainium3<span class="text-green-400 font-bold">独家设计权</span>，2026年营收弹性<span class="text-green-400">81%</span></td>
|
||
<td>7nm以下制程依赖台积电产能</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold">寒武纪</td>
|
||
<td>国产替代先锋</td>
|
||
<td>思元590已适配字节跳动推理集群</td>
|
||
<td>流片良率未验证，订单能见度低</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold">英维克</td>
|
||
<td>液冷配套龙头</td>
|
||
<td>UQD快接头切入英伟达MGX生态</td>
|
||
<td>海外客户认证周期长</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 潜在风险与挑战 -->
|
||
<div class="section-card rounded-xl p-6 mb-8">
|
||
<h2 class="text-2xl font-bold mb-6 flex items-center">
|
||
<svg xmlns="http://www.w3.org/2000/svg" class="h-6 w-6 mr-2 text-red-400" fill="none" viewBox="0 0 24 24" stroke="currentColor">
|
||
<path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M12 9v2m0 4h.01m-6.938 4h13.856c1.54 0 2.502-1.667 1.732-3L13.732 4c-.77-1.333-2.694-1.333-3.464 0L3.34 16c-.77 1.333.192 3 1.732 3z" />
|
||
</svg>
|
||
潜在风险与挑战
|
||
</h2>
|
||
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
|
||
<div>
|
||
<h3 class="text-lg font-semibold mb-4 text-red-300">主要风险</h3>
|
||
<div class="space-y-3">
|
||
<div class="bg-red-900/20 p-3 rounded-lg border border-red-800/30">
|
||
<div class="font-semibold text-red-300">技术风险</div>
|
||
<p>ASIC<span class="text-red-400 font-bold">片间互联</span>仍落后NVLink（UA Link 1.0带宽仅为NVLink 5.0的<span class="text-red-400">7%</span>）</p>
|
||
</div>
|
||
<div class="bg-red-900/20 p-3 rounded-lg border border-red-800/30">
|
||
<div class="font-semibold text-red-300">商业化风险</div>
|
||
<p>Meta MTIA v2单卡功耗<span class="text-red-400 font-bold">90W</span>但算力仅<span class="text-red-400">177TFLOPS</span>，性价比存疑</p>
|
||
</div>
|
||
<div class="bg-red-900/20 p-3 rounded-lg border border-red-800/30">
|
||
<div class="font-semibold text-red-300">政策风险</div>
|
||
<p>美国或扩大对华ASIC设计服务管制（世芯-KY<span class="text-red-400 font-bold">70%收入</span>来自AWS）</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-lg font-semibold mb-4 text-yellow-300">信息矛盾</h3>
|
||
<div class="space-y-3">
|
||
<div class="bg-yellow-900/20 p-3 rounded-lg border border-yellow-800/30">
|
||
<div class="font-semibold text-yellow-300">矛盾点1</div>
|
||
<p>研报称"ASIC将替代GPU"，但路演显示<span class="text-yellow-400 font-bold">微软Maia 200仍需GPU协同训练</span></p>
|
||
</div>
|
||
<div class="bg-yellow-900/20 p-3 rounded-lg border border-yellow-800/30">
|
||
<div class="font-semibold text-yellow-300">矛盾点2</div>
|
||
<p>台积电数据与博通指引存在<span class="text-yellow-400 font-bold">10%产能缺口</span>（可能因Meta砍单）</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 综合结论与投资启示 -->
|
||
<div class="section-card rounded-xl p-6 mb-8">
|
||
<h2 class="text-2xl font-bold mb-6 flex items-center">
|
||
<svg xmlns="http://www.w3.org/2000/svg" class="h-6 w-6 mr-2 text-green-400" fill="none" viewBox="0 0 24 24" stroke="currentColor">
|
||
<path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M9 12l2 2 4-4m6 2a9 9 0 11-18 0 9 9 0 0118 0z" />
|
||
</svg>
|
||
综合结论与投资启示
|
||
</h2>
|
||
|
||
<div class="mb-6">
|
||
<div class="bg-gradient-to-r from-blue-900/30 to-purple-900/30 p-5 rounded-lg border border-blue-700/30">
|
||
<div class="font-bold text-lg mb-2 text-green-300">阶段判断</div>
|
||
<p>ASIC处于<span class="text-green-400 font-bold">"订单兑现+技术验证"</span>过渡期，主题炒作风险已部分释放。</p>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="grid grid-cols-1 md:grid-cols-3 gap-6 mb-6">
|
||
<div>
|
||
<h3 class="text-lg font-semibold mb-3 text-blue-300">高价值环节</h3>
|
||
<div class="space-y-3">
|
||
<div class="flex items-start">
|
||
<span class="badge badge-blue mr-2 mt-1">1</span>
|
||
<div>
|
||
<div class="font-semibold">设计服务</div>
|
||
<p>世芯-KY（AWS Trainium3独家）> 创意（微软Maia 200）</p>
|
||
</div>
|
||
</div>
|
||
<div class="flex items-start">
|
||
<span class="badge badge-purple mr-2 mt-1">2</span>
|
||
<div>
|
||
<div class="font-semibold">液冷配套</div>
|
||
<p>英维克（UQD龙头）> 高澜股份（国产替代）</p>
|
||
</div>
|
||
</div>
|
||
<div class="flex items-start">
|
||
<span class="badge badge-green mr-2 mt-1">3</span>
|
||
<div>
|
||
<div class="font-semibold">国产ASIC</div>
|
||
<p>寒武纪（政策红利）> 芯原股份（IP授权）</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="md:col-span-2">
|
||
<h3 class="text-lg font-semibold mb-3 text-purple-300">关键跟踪指标</h3>
|
||
<div class="space-y-3">
|
||
<div class="bg-slate-800/50 p-3 rounded-lg">
|
||
<div class="font-semibold text-blue-300">2025Q4</div>
|
||
<p>谷歌TPU v6e出货量（验证能效比）</p>
|
||
</div>
|
||
<div class="bg-slate-800/50 p-3 rounded-lg">
|
||
<div class="font-semibold text-purple-300">2026Q1</div>
|
||
<p>AWS Trainium3流片良率（决定世芯-KY业绩弹性）</p>
|
||
</div>
|
||
<div class="bg-slate-800/50 p-3 rounded-lg">
|
||
<div class="font-semibold text-green-300">政策窗口</div>
|
||
<p>美国对华半导体管制清单更新（影响国产链估值）</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 关联股票数据 -->
|
||
<div class="section-card rounded-xl p-6 mb-8">
|
||
<h2 class="text-2xl font-bold mb-6 flex items-center">
|
||
<svg xmlns="http://www.w3.org/2000/svg" class="h-6 w-6 mr-2 text-cyan-400" fill="none" viewBox="0 0 24 24" stroke="currentColor">
|
||
<path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M9 19v-6a2 2 0 00-2-2H5a2 2 0 00-2 2v6a2 2 0 002 2h2a2 2 0 002-2zm0 0V9a2 2 0 012-2h2a2 2 0 012 2v10m-6 0a2 2 0 002 2h2a2 2 0 002-2m0 0V5a2 2 0 012-2h2a2 2 0 012 2v14a2 2 0 01-2 2h-2a2 2 0 01-2-2z" />
|
||
</svg>
|
||
关联股票数据
|
||
</h2>
|
||
|
||
<div class="table-container">
|
||
<table class="w-full">
|
||
<thead>
|
||
<tr>
|
||
<th class="text-left">股票名称</th>
|
||
<th class="text-left">项目</th>
|
||
<th class="text-left">行业</th>
|
||
<th class="text-left">产业链</th>
|
||
<th class="text-left">关联原因</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr>
|
||
<td class="font-semibold">润欣科技</td>
|
||
<td>Chiplet互联产品、AI算力芯片</td>
|
||
<td>ASIC定制、算法设计</td>
|
||
<td>芯片交付与行业组合方案</td>
|
||
<td>公司与奇景摩尔合作开展Chiplet互联产品和AI算力芯片等领域合作</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold">芯海科技</td>
|
||
<td>数模混合IC、通信用ASIC芯片</td>
|
||
<td>交换机等产品开发</td>
|
||
<td>数模混合IC技术研发</td>
|
||
<td>公司创始人曾任华为基础部副总工程师，带领团队研发交换机等产品</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold">芯原股份</td>
|
||
<td>IP Power House</td>
|
||
<td>ASIC定制量产</td>
|
||
<td>-</td>
|
||
<td>公司致力于打造顶级的IP Power House，并基于此提供ASIC定制量产服务</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold">瑞芯微</td>
|
||
<td>接口转换芯片、无线连接芯片、MCU芯片</td>
|
||
<td>ASIC芯片设计</td>
|
||
<td>-</td>
|
||
<td>公司提供针对特定功能设计的ASIC芯片</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold">芯动联科</td>
|
||
<td>配套ASIC芯片</td>
|
||
<td>算法配套芯片</td>
|
||
<td>ASIC模块参数调整</td>
|
||
<td>公司自主研发了拥有完整、成熟算法的配套ASIC芯片</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold">富满微</td>
|
||
<td>-</td>
|
||
<td>ASIC芯片供应</td>
|
||
<td>-</td>
|
||
<td>公司提供各类ASIC等芯片</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold">铂科新材</td>
|
||
<td>金属软磁复合材料</td>
|
||
<td>芯片电感</td>
|
||
<td>芯片前端供电</td>
|
||
<td>公司针对芯片电感开发出适用开关频率可达5khz~10Mhz的金属软磁复合材料</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold">寒武纪</td>
|
||
<td>ASIC类型芯片</td>
|
||
<td>人工智能芯片设计</td>
|
||
<td>-</td>
|
||
<td>专注于人工智能芯片的设计，产品包括ASIC类型的芯片</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold">睿创微纳</td>
|
||
<td>ASIC处理器芯片</td>
|
||
<td>红外产品</td>
|
||
<td>-</td>
|
||
<td>提供ASIC处理器芯片，自研ASIC芯片批量导入户外产品</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold">中微半导</td>
|
||
<td>ICU、80C芯片</td>
|
||
<td>ASIC芯片研发</td>
|
||
<td>-</td>
|
||
<td>研发储备类资源的ICU、80C和ASIC芯片</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold">翱捷科技</td>
|
||
<td>-</td>
|
||
<td>IC设计</td>
|
||
<td>ASIC团队技术实力</td>
|
||
<td>公司具备多名IC设计专家和验证专家，ASIC团队有很强的设计技术实力</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold">灿芯股份</td>
|
||
<td>一站式芯片定制服务</td>
|
||
<td>先进工艺设计</td>
|
||
<td>芯片定制经验</td>
|
||
<td>背靠中芯国际一站式芯片定制服务，是境内少数具有先进工艺全流程设计能力的企业</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold">淳中科技</td>
|
||
<td>自研ASIC芯片</td>
|
||
<td>-</td>
|
||
<td>-</td>
|
||
<td>自研ASIC芯片正在进行相关测试工作</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-semibold">全志科技</td>
|
||
<td>智能终端处理器芯片</td>
|
||
<td>AIoT芯片</td>
|
||
<td>-</td>
|
||
<td>各系列智能终端处理器芯片属于ASIC芯片</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<script>
|
||
// 初始化粒子背景
|
||
tsParticles.load("particles-js", {
|
||
fpsLimit: 60,
|
||
particles: {
|
||
color: {
|
||
value: "#3b82f6",
|
||
},
|
||
links: {
|
||
color: "#3b82f6",
|
||
distance: 150,
|
||
enable: true,
|
||
opacity: 0.2,
|
||
width: 1,
|
||
},
|
||
move: {
|
||
direction: "none",
|
||
enable: true,
|
||
outModes: {
|
||
default: "bounce",
|
||
},
|
||
random: false,
|
||
speed: 1,
|
||
straight: false,
|
||
},
|
||
number: {
|
||
density: {
|
||
enable: true,
|
||
area: 800,
|
||
},
|
||
value: 80,
|
||
},
|
||
opacity: {
|
||
value: 0.2,
|
||
},
|
||
shape: {
|
||
type: "circle",
|
||
},
|
||
size: {
|
||
value: { min: 1, max: 3 },
|
||
},
|
||
},
|
||
detectRetina: true,
|
||
});
|
||
</script>
|
||
</body>
|
||
</html>
|
||
``` |