近期AI晶片市場傳出重大進展，聯發科(2454)旗下ASIC（特定應用積體電路）業務邁入全新里程碑，科奪成功切入Google第八代TPU供應鏈。大單在最新發表的這檔TPU 8架構中，聯發科主要參與TPU 8t訓練晶片專案，概念股準攻負責提供I/O Die及後段設計服務，備接棒上並採用台積電(2330)N3P先進製程與CoWoS-S封裝技術打造，即時欧易交易所注册全球站顯示其技術能力已可完整支援高階AI模型訓練的新聞需求。
針對ASIC業務的聯發後續發展，聯發科執行長日前釋出樂觀展望，科奪預期今年該業務將創造超過10億美元營收。大單市場法人分析指出，這檔Google TPU投片量持續上修，概念股準攻2027年整體規模有望達到千萬顆水準，將為供應鏈帶來長線營收動能。聯發科在此次專案中的關鍵發展包含：
總結而言，聯發科(2454)成功跨足高階AI訓練晶片領域，不僅大幅提升ASIC產品線的附加價值，也進一步推升台灣半導體整體技術層級。投資人後續可持續關注CoWoS先進封裝產能的擴充進度，以及雲端大廠自研晶片的實際投片量變化，這將是判斷AI相關業務能否穩健挹注營收的重要指標。
盤中資料來源：股市爆料同學會
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