554 lines
28 KiB
HTML
554 lines
28 KiB
HTML
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<!DOCTYPE html>
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<html lang="zh-CN">
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<head>
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<meta charset="UTF-8">
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<meta name="viewport" content="width=device-width, initial-scale=1.0">
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<title>TPU芯片 - AI算力的架构革命</title>
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<script src="https://cdn.tailwindcss.com"></script>
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<link href="https://cdn.jsdelivr.net/npm/daisyui@4.4.19/dist/full.min.css" rel="stylesheet" type="text/css" />
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<script src="https://unpkg.com/aos@2.3.1/dist/aos.js"></script>
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<link href="https://unpkg.com/aos@2.3.1/dist/aos.css" rel="stylesheet">
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<script src="https://cdn.jsdelivr.net/npm/chart.js"></script>
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<style>
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@import url('https://fonts.googleapis.com/css2?family=Inter:wght@300;400;500;600;700&display=swap');
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body {
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font-family: 'Inter', sans-serif;
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background: linear-gradient(135deg, #667eea 0%, #764ba2 100%);
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min-height: 100vh;
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}
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.glass-effect {
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background: rgba(255, 255, 255, 0.1);
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backdrop-filter: blur(10px);
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border: 1px solid rgba(255, 255, 255, 0.2);
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}
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.gradient-text {
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background: linear-gradient(135deg, #667eea 0%, #764ba2 100%);
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-webkit-background-clip: text;
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-webkit-text-fill-color: transparent;
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background-clip: text;
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}
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.timeline-dot {
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position: relative;
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z-index: 1;
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}
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.timeline-line {
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position: absolute;
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left: 50%;
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top: 0;
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bottom: 0;
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width: 2px;
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background: linear-gradient(to bottom, transparent, #667eea, #764ba2, transparent);
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transform: translateX(-50%);
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}
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.stat-card {
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transition: all 0.3s ease;
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}
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.stat-card:hover {
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transform: translateY(-5px);
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box-shadow: 0 20px 40px rgba(0, 0, 0, 0.1);
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}
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.table-responsive {
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overflow-x: auto;
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}
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.table-responsive::-webkit-scrollbar {
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height: 8px;
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}
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.table-responsive::-webkit-scrollbar-track {
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background: #f1f1f1;
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border-radius: 10px;
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}
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.table-responsive::-webkit-scrollbar-thumb {
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background: #888;
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border-radius: 10px;
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}
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.table-responsive::-webkit-scrollbar-thumb:hover {
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background: #555;
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}
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.pulse-animation {
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animation: pulse 2s infinite;
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}
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@keyframes pulse {
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0% {
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box-shadow: 0 0 0 0 rgba(102, 126, 234, 0.7);
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}
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70% {
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box-shadow: 0 0 0 10px rgba(102, 126, 234, 0);
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}
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100% {
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box-shadow: 0 0 0 0 rgba(102, 126, 234, 0);
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}
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}
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</style>
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</head>
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<body>
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<!-- Hero Section -->
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<div class="relative min-h-screen flex items-center justify-center text-white">
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<div class="absolute inset-0 bg-black opacity-50"></div>
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<div class="relative z-10 text-center px-4 max-w-6xl mx-auto">
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<h1 class="text-5xl md:text-7xl font-bold mb-6" data-aos="fade-up">
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TPU芯片
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</h1>
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<p class="text-xl md:text-3xl mb-8" data-aos="fade-up" data-aos-delay="200">
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AI算力的架构革命
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</p>
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<div class="grid grid-cols-1 md:grid-cols-3 gap-6 mt-12" data-aos="fade-up" data-aos-delay="400">
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<div class="glass-effect p-6 rounded-2xl">
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<div class="text-4xl font-bold mb-2">4614</div>
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<div class="text-lg">TFLOPS算力</div>
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<div class="text-sm mt-2 opacity-80">TPU v7 (Ironwood)</div>
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</div>
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<div class="glass-effect p-6 rounded-2xl">
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<div class="text-4xl font-bold mb-2">980万亿</div>
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<div class="text-lg">Tokens调用量</div>
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<div class="text-sm mt-2 opacity-80">2025年7月预期</div>
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</div>
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<div class="glass-effect p-6 rounded-2xl">
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<div class="text-4xl font-bold mb-2">3-5倍</div>
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<div class="text-lg">性价比优势</div>
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<div class="text-sm mt-2 opacity-80">对比GPU</div>
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</div>
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</div>
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</div>
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<div class="absolute bottom-10 left-1/2 transform -translate-x-1/2 animate-bounce">
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<svg class="w-6 h-6" fill="none" stroke="currentColor" viewBox="0 0 24 24">
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<path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M19 14l-7 7m0 0l-7-7m7 7V3"></path>
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</svg>
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</div>
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</div>
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<!-- Timeline Section -->
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<div class="py-20 bg-white">
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<div class="max-w-7xl mx-auto px-4">
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<h2 class="text-4xl font-bold text-center mb-16 gradient-text">发展时间轴</h2>
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<div class="relative">
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<div class="timeline-line hidden md:block"></div>
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<div class="space-y-12">
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<div class="flex flex-col md:flex-row items-center" data-aos="fade-right">
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<div class="md:w-1/2 md:pr-8 text-right">
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<div class="glass-effect p-6 rounded-xl inline-block">
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<h3 class="text-2xl font-bold mb-2">2023年12月</h3>
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<p class="text-gray-600">发布TPU v5p，性能较v4提升2.8倍</p>
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</div>
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</div>
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<div class="timeline-dot w-4 h-4 bg-purple-600 rounded-full mx-4 my-4"></div>
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<div class="md:w-1/2 md:pl-8"></div>
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</div>
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<div class="flex flex-col md:flex-row items-center" data-aos="fade-left">
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<div class="md:w-1/2 md:pr-8"></div>
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<div class="timeline-dot w-4 h-4 bg-purple-600 rounded-full mx-4 my-4"></div>
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<div class="md:w-1/2 md:pl-8">
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<div class="glass-effect p-6 rounded-xl inline-block">
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<h3 class="text-2xl font-bold mb-2">2024年8月</h3>
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<p class="text-gray-600">苹果使用8192颗TPU v4训练AI模型</p>
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</div>
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</div>
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</div>
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<div class="flex flex-col md:flex-row items-center" data-aos="fade-right">
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<div class="md:w-1/2 md:pr-8 text-right">
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<div class="glass-effect p-6 rounded-xl inline-block pulse-animation">
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<h3 class="text-2xl font-bold mb-2">2025年4月9日</h3>
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<p class="text-gray-600">TPU v7 (Ironwood)正式发布</p>
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<p class="text-sm text-purple-600 mt-2">4614 TFLOPS算力 · 192GB HBM3e</p>
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</div>
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</div>
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<div class="timeline-dot w-4 h-4 bg-purple-600 rounded-full mx-4 my-4"></div>
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<div class="md:w-1/2 md:pl-8"></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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<!-- Core Logic Section -->
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<div class="py-20 bg-gray-50">
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<div class="max-w-7xl mx-auto px-4">
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<h2 class="text-4xl font-bold text-center mb-16 gradient-text">核心驱动力</h2>
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<div class="grid grid-cols-1 md:grid-cols-3 gap-8">
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<div class="stat-card bg-white p-8 rounded-2xl shadow-xl" data-aos="zoom-in" data-aos-delay="100">
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<div class="w-16 h-16 bg-purple-100 rounded-full flex items-center justify-center mb-6">
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<svg class="w-8 h-8 text-purple-600" fill="none" stroke="currentColor" viewBox="0 0 24 24">
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<path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M9 3v2m6-2v2M9 19v2m6-2v2M5 9H3m2 6H3m18-6h-2m2 6h-2M7 19h10a2 2 0 002-2V7a2 2 0 00-2-2H7a2 2 0 00-2 2v10a2 2 0 002 2zM9 9h6v6H9V9z"></path>
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</svg>
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</div>
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<h3 class="text-xl font-bold mb-4">硬件架构颠覆</h3>
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<p class="text-gray-600 mb-4">脉动阵列 + 3D Torus网络拓扑</p>
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<div class="text-sm text-purple-600 font-semibold">
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利用率: 50%+ (GPU仅20-40%)
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</div>
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</div>
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<div class="stat-card bg-white p-8 rounded-2xl shadow-xl" data-aos="zoom-in" data-aos-delay="200">
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<div class="w-16 h-16 bg-purple-100 rounded-full flex items-center justify-center mb-6">
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<svg class="w-8 h-8 text-purple-600" fill="none" stroke="currentColor" viewBox="0 0 24 24">
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<path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M12 8c-1.657 0-3 .895-3 2s1.343 2 3 2 3 .895 3 2-1.343 2-3 2m0-8c1.11 0 2.08.402 2.599 1M12 8V7m0 1v8m0 0v1m0-1c-1.11 0-2.08-.402-2.599-1M21 12a9 9 0 11-18 0 9 9 0 0118 0z"></path>
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</svg>
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</div>
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<h3 class="text-xl font-bold mb-4">TCO碾压优势</h3>
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<p class="text-gray-600 mb-4">租赁成本仅为H100的1/4</p>
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<div class="text-sm text-purple-600 font-semibold">
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H100: 7万美元/月 → TPU: 3万美元/月
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</div>
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</div>
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<div class="stat-card bg-white p-8 rounded-2xl shadow-xl" data-aos="zoom-in" data-aos-delay="300">
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<div class="w-16 h-16 bg-purple-100 rounded-full flex items-center justify-center mb-6">
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<svg class="w-8 h-8 text-purple-600" fill="none" stroke="currentColor" viewBox="0 0 24 24">
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<path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M13 10V3L4 14h7v7l9-11h-7z"></path>
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</svg>
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</div>
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<h3 class="text-xl font-bold mb-4">生态开放拐点</h3>
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<p class="text-gray-600 mb-4">TPU+XLA对标GPU+CUDA</p>
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<div class="text-sm text-purple-600 font-semibold">
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Meta、OpenAI等外部客户接入
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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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<!-- Industry Chain Section -->
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<div class="py-20 bg-white">
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<div class="max-w-7xl mx-auto px-4">
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<h2 class="text-4xl font-bold text-center mb-16 gradient-text">产业链价值分布</h2>
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<div class="mb-12">
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<canvas id="valueChart" width="400" height="200"></canvas>
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</div>
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<div class="grid grid-cols-2 md:grid-cols-4 gap-4 text-center">
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<div class="p-4 bg-purple-50 rounded-lg">
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<div class="text-2xl font-bold text-purple-600">30-35%</div>
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<div class="text-gray-600">PCB</div>
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</div>
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<div class="p-4 bg-blue-50 rounded-lg">
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<div class="text-2xl font-bold text-blue-600">20-25%</div>
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<div class="text-gray-600">HBM</div>
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</div>
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<div class="p-4 bg-green-50 rounded-lg">
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<div class="text-2xl font-bold text-green-600">15-20%</div>
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<div class="text-gray-600">电源模块</div>
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</div>
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<div class="p-4 bg-yellow-50 rounded-lg">
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<div class="text-2xl font-bold text-yellow-600">10-15%</div>
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<div class="text-gray-600">OCS光交换</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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<!-- Stocks Table Section -->
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<div class="py-20 bg-gray-50">
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<div class="max-w-7xl mx-auto px-4">
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<h2 class="text-4xl font-bold text-center mb-16 gradient-text">相关标的</h2>
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<div class="table-responsive bg-white rounded-2xl shadow-xl overflow-hidden">
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<table class="w-full">
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<thead class="bg-gradient-to-r from-purple-600 to-purple-800 text-white">
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<tr>
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<th class="px-6 py-4 text-left">股票名称</th>
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<th class="px-6 py-4 text-left">分类</th>
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<th class="px-6 py-4 text-left">相关性</th>
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<th class="px-6 py-4 text-left">信源</th>
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<th class="px-6 py-4 text-center">优先级</th>
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</tr>
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</thead>
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<tbody>
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<tr class="border-b hover:bg-purple-50 transition-colors">
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<td class="px-6 py-4 font-semibold">光库科技</td>
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<td class="px-6 py-4"><span class="badge badge-primary">OCS光交换</span></td>
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<td class="px-6 py-4">谷歌OCS独家代工厂，单台3万美元</td>
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<td class="px-6 py-4">网传纪要</td>
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<td class="px-6 py-4 text-center"><span class="text-2xl">⭐⭐⭐⭐⭐</span></td>
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</tr>
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<tr class="border-b hover:bg-purple-50 transition-colors">
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<td class="px-6 py-4 font-semibold">新雷能</td>
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<td class="px-6 py-4"><span class="badge badge-secondary">电源</span></td>
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<td class="px-6 py-4">意向订单超5亿美元，国产替代</td>
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<td class="px-6 py-4">网传纪要</td>
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<td class="px-6 py-4 text-center"><span class="text-2xl">⭐⭐⭐⭐⭐</span></td>
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</tr>
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<tr class="border-b hover:bg-purple-50 transition-colors">
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<td class="px-6 py-4 font-semibold">胜宏科技</td>
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<td class="px-6 py-4"><span class="badge badge-accent">PCB</span></td>
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<td class="px-6 py-4">V7大份额一供，价值量翻倍</td>
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<td class="px-6 py-4">网传纪要</td>
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<td class="px-6 py-4 text-center"><span class="text-2xl">⭐⭐⭐⭐</span></td>
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</tr>
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<tr class="border-b hover:bg-purple-50 transition-colors">
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<td class="px-6 py-4 font-semibold">沪电股份</td>
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<td class="px-6 py-4"><span class="badge badge-accent">PCB</span></td>
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<td class="px-6 py-4">供应份额30-40%，主导30-40层板</td>
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<td class="px-6 py-4">网传纪要</td>
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<td class="px-6 py-4 text-center"><span class="text-2xl">⭐⭐⭐⭐</span></td>
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</tr>
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<tr class="border-b hover:bg-purple-50 transition-colors">
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<td class="px-6 py-4 font-semibold">中际旭创</td>
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<td class="px-6 py-4"><span class="badge badge-info">光模块</span></td>
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<td class="px-6 py-4">谷歌份额60%+，确定性最高</td>
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<td class="px-6 py-4">网传纪要</td>
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<td class="px-6 py-4 text-center"><span class="text-2xl">⭐⭐⭐⭐</span></td>
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</tr>
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<tr class="border-b hover:bg-purple-50 transition-colors">
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<td class="px-6 py-4 font-semibold">东材科技</td>
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<td class="px-6 py-4"><span class="badge badge-warning">M9材料</span></td>
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<td class="px-6 py-4">台光核心高速树脂主力供应商</td>
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<td class="px-6 py-4">网传纪要</td>
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<td class="px-6 py-4 text-center"><span class="text-2xl">⭐⭐⭐</span></td>
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</tr>
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<tr class="border-b hover:bg-purple-50 transition-colors">
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<td class="px-6 py-4 font-semibold">天普股份</td>
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<td class="px-6 py-4"><span class="badge badge-error">国产TPU</span></td>
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<td class="px-6 py-4">中昊芯英拟要约收购</td>
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<td class="px-6 py-4">公告</td>
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<td class="px-6 py-4 text-center"><span class="text-2xl">⭐⭐</span></td>
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</tr>
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<tr class="hover:bg-purple-50 transition-colors">
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<td class="px-6 py-4 font-semibold">深南电路</td>
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<td class="px-6 py-4"><span class="badge badge-accent">PCB</span></td>
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<td class="px-6 py-4">供应V7 44层板，份额10-15%</td>
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<td class="px-6 py-4">网传纪要</td>
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<td class="px-6 py-4 text-center"><span class="text-2xl">⭐⭐⭐</span></td>
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</tr>
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</tbody>
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</table>
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</div>
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</div>
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</div>
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<!-- Risks Section -->
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<div class="py-20 bg-white">
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<div class="max-w-7xl mx-auto px-4">
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<h2 class="text-4xl font-bold text-center mb-16 gradient-text">潜在风险</h2>
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<div class="grid grid-cols-1 md:grid-cols-2 lg:grid-cols-3 gap-6">
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<div class="alert alert-warning shadow-lg" data-aos="fade-up">
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<svg class="stroke-current flex-shrink-0 h-6 w-6" fill="none" viewBox="0 0 24 24">
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<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"></path>
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</svg>
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<div>
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<h3 class="font-bold">软件生态成熟度</h3>
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<div class="text-xs">TPU+XLA生态仍落后CUDA 5年以上</div>
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</div>
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</div>
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<div class="alert alert-error shadow-lg" data-aos="fade-up" data-aos-delay="100">
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<svg class="stroke-current flex-shrink-0 h-6 w-6" fill="none" viewBox="0 0 24 24">
|
||
<path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M10 14l2-2m0 0l2-2m-2 2l-2-2m2 2l2 2m7-2a9 9 0 11-18 0 9 9 0 0118 0z"></path>
|
||
</svg>
|
||
<div>
|
||
<h3 class="font-bold">HBM供应瓶颈</h3>
|
||
<div class="text-xs">2025年HBM产能被英伟达抢占</div>
|
||
</div>
|
||
</div>
|
||
<div class="alert alert-info shadow-lg" data-aos="fade-up" data-aos-delay="200">
|
||
<svg class="stroke-current flex-shrink-0 h-6 w-6" fill="none" viewBox="0 0 24 24">
|
||
<path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M13 16h-1v-4h-1m1-4h.01M21 12a9 9 0 11-18 0 9 9 0 0118 0z"></path>
|
||
</svg>
|
||
<div>
|
||
<h3 class="font-bold">客户集中度风险</h3>
|
||
<div class="text-xs">85%需求来自谷歌内部</div>
|
||
</div>
|
||
</div>
|
||
<div class="alert alert-warning shadow-lg" data-aos="fade-up" data-aos-delay="300">
|
||
<svg class="stroke-current flex-shrink-0 h-6 w-6" fill="none" viewBox="0 0 24 24">
|
||
<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"></path>
|
||
</svg>
|
||
<div>
|
||
<h3 class="font-bold">架构专利壁垒</h3>
|
||
<div class="text-xs">国产TPU面临侵权风险</div>
|
||
</div>
|
||
</div>
|
||
<div class="alert alert-error shadow-lg" data-aos="fade-up" data-aos-delay="400">
|
||
<svg class="stroke-current flex-shrink-0 h-6 w-6" fill="none" viewBox="0 0 24 24">
|
||
<path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M10 14l2-2m0 0l2-2m-2 2l-2-2m2 2l2 2m7-2a9 9 0 11-18 0 9 9 0 0118 0z"></path>
|
||
</svg>
|
||
<div>
|
||
<h3 class="font-bold">同业追赶</h3>
|
||
<div class="text-xs">Meta、AWS ASIC 2026年量产</div>
|
||
</div>
|
||
</div>
|
||
<div class="alert alert-info shadow-lg" data-aos="fade-up" data-aos-delay="500">
|
||
<svg class="stroke-current flex-shrink-0 h-6 w-6" fill="none" viewBox="0 0 24 24">
|
||
<path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M13 16h-1v-4h-1m1-4h.01M21 12a9 9 0 11-18 0 9 9 0 0118 0z"></path>
|
||
</svg>
|
||
<div>
|
||
<h3 class="font-bold">应用场景局限</h3>
|
||
<div class="text-xs">新兴架构(Mamba)适配性差</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Catalysts Section -->
|
||
<div class="py-20 bg-gray-50">
|
||
<div class="max-w-7xl mx-auto px-4">
|
||
<h2 class="text-4xl font-bold text-center mb-16 gradient-text">关键催化剂</h2>
|
||
<div class="timeline">
|
||
<div class="timeline-item" data-aos="fade-up">
|
||
<div class="timeline-marker bg-purple-600"></div>
|
||
<div class="timeline-content">
|
||
<h3 class="text-xl font-bold mb-2">近期 (2025Q2-Q4)</h3>
|
||
<ul class="list-disc list-inside text-gray-600 space-y-1">
|
||
<li>Ironwood量产验证与正式上架</li>
|
||
<li>Anthropic 100万颗TPU订单交付</li>
|
||
<li>供应链订单落地（胜宏、光库Q2财报）</li>
|
||
<li>国产TPU产业化突破</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
<div class="timeline-item" data-aos="fade-up" data-aos-delay="200">
|
||
<div class="timeline-marker bg-blue-600"></div>
|
||
<div class="timeline-content">
|
||
<h3 class="text-xl font-bold mb-2">中期 (2025-2026)</h3>
|
||
<ul class="list-disc list-inside text-gray-600 space-y-1">
|
||
<li>JAX XLA生态开放给第三方开发者</li>
|
||
<li>产业链进入量价齐升阶段</li>
|
||
<li>国产TPU在特定领域落地</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
<div class="timeline-item" data-aos="fade-up" data-aos-delay="400">
|
||
<div class="timeline-marker bg-green-600"></div>
|
||
<div class="timeline-content">
|
||
<h3 class="text-xl font-bold mb-2">长期 (2025-2027)</h3>
|
||
<ul class="list-disc list-inside text-gray-600 space-y-1">
|
||
<li>AI ASIC市场750亿美元三分天下</li>
|
||
<li>TPU推理市场份额超40%</li>
|
||
<li>HDI技术替代高多层PCB</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Conclusion Section -->
|
||
<div class="py-20 bg-gradient-to-r from-purple-600 to-purple-800 text-white">
|
||
<div class="max-w-4xl mx-auto px-4 text-center">
|
||
<h2 class="text-4xl font-bold mb-8" data-aos="fade-up">投资启示</h2>
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-8 mb-12">
|
||
<div class="glass-effect p-6 rounded-2xl" data-aos="fade-up" data-aos-delay="100">
|
||
<h3 class="text-2xl font-bold mb-4">💡 核心策略</h3>
|
||
<p class="text-lg">"抓两头，放中间"</p>
|
||
<ul class="text-left mt-4 space-y-2">
|
||
<li>• 抓"增量"：OCS、电源0到1机会</li>
|
||
<li>• 抓"龙头"：PCB量价齐升</li>
|
||
<li>• 避开"伪主题"：国产TPU专利风险</li>
|
||
</ul>
|
||
</div>
|
||
<div class="glass-effect p-6 rounded-2xl" data-aos="fade-up" data-aos-delay="200">
|
||
<h3 class="text-2xl font-bold mb-4">🎯 最具价值环节</h3>
|
||
<div class="space-y-3 text-left">
|
||
<div class="flex justify-between items-center">
|
||
<span>光库科技(OCS)</span>
|
||
<span class="text-yellow-300">★★★★★</span>
|
||
</div>
|
||
<div class="flex justify-between items-center">
|
||
<span>新雷能(电源)</span>
|
||
<span class="text-yellow-300">★★★★★</span>
|
||
</div>
|
||
<div class="flex justify-between items-center">
|
||
<span>胜宏/沪电(PCB)</span>
|
||
<span class="text-yellow-300">★★★★</span>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
<div class="text-xl italic" data-aos="fade-up" data-aos-delay="300">
|
||
"TPU不是GPU的简单替代，而是AI算力架构的重新定义"
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Footer -->
|
||
<footer class="bg-gray-900 text-white py-8">
|
||
<div class="max-w-7xl mx-auto px-4 text-center">
|
||
<p class="text-sm opacity-75">数据来源：新闻、路演、Insight分析 | 更新时间：2025年</p>
|
||
<p class="text-xs mt-2 opacity-50">注：投资有风险，本文仅供参考</p>
|
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</div>
|
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</footer>
|
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