[情報] Google轉向與聯發科合作 博通股價下跌

看板Stock (股票)作者 (HYYY)時間17小時前 (2025/03/17 21:30), 編輯推噓27(30323)
留言56則, 46人參與, 5小時前最新討論串1/1
標題:Broadcom shares dip on potential Google partnership shift 來源:investing (公司名、網站名) 網址:https://reurl.cc/rElzdZ (請善用縮網址工具) 內文: Investing.com -- Broadcom (NASDAQ: NASDAQ:AVGO) shares fell 1.3% amid news tha t Google (NASDAQ:GOOGL) may partner with MediaTek for the production of the ne xt version of its Tensor Processing Units (TPUs), potentially diminishing Broa dcom’s share in the lucrative AI chip market. While Broadcom has been Google ’s exclusive partner for AI chips over the past nine years, the new arrangeme nt with MediaTek, reported by The Information, could see Broadcom having to sh are the TPU business with a competitor. The report indicates that Google’s decision to consider MediaTek stems from c ost savings and the Taiwanese firm’s strong relationship with Taiwan Semicond uctor Manufacturing Co. (TSMC), which manufactures the chips. Despite this dev elopment, Broadcom remains in discussions with Google to continue co-designing some of the AI chips. However, the prospect of shared business comes at a tim e when Broadcom has been publicly highlighting the potential billions in reven ue from TPUs and custom AI chips in the coming years. TPUs have been key to Google’s AI strategy, reducing its reliance on Nvidia ( NASDAQ:NVDA) and providing a competitive edge as demand for AI capabilities sk yrockets. Google’s investment in TPUs is significant, with spending estimated between $6 billion and $9 billion last year. Although Google may shift some o f its chip orders to MediaTek, it remains one of Nvidia’s largest customers, renting out chips to cloud customers and utilizing them internally. The move by Google reflects the intense competition and innovation in the AI c hip industry, where companies like Nvidia and Google are vying for dominance w ith large language models and other AI applications. The potential change in G oogle’s partnership for TPU production underscores the dynamic nature of the tech industry’s supply chain relationships and the ongoing search for cost ef ficiencies and strategic advantages. Investing.com——博通(Broadcom,NASDAQ: AVGO)股價下跌1.3%,原因是有消息稱Goo gle(NASDAQ: GOOGL)可能與聯發科(MediaTek)合作生產下一代張量處理單元(TPU) ,這可能會削弱博通在利潤豐厚的AI晶片市場中的份額。過去九年來,博通一直是Google 的AI晶片獨家合作夥伴,但根據《The Information》報導,Google與聯發科的新合作安 排可能會讓博通不得不與競爭對手分享TPU業務。 報導指出,Google考慮與聯發科合作的原因在於成本節省,以及聯發科與台積電(TSMC) 的緊密關係,而台積電是這些晶片的製造商。儘管如此,博通仍在與Google討論,繼續共 同設計部分AI晶片。然而,在博通公開強調TPU和客製化AI晶片未來將帶來數十億美元營 收的關鍵時刻,這種業務共享的前景可能帶來影響。 TPU對Google的AI策略至關重要,幫助其減少對輝達(Nvidia,NASDAQ: NVDA)的依賴, 並在AI需求激增的時代提供競爭優勢。Google對TPU的投資規模龐大,去年估計投入約60 億至90億美元。儘管Google可能將部分晶片訂單轉向聯發科,但它仍然是輝達的重要客戶 之一,不僅向雲端客戶出租晶片,還在內部廣泛使用。 Google的這一舉措反映出AI晶片產業內的激烈競爭和創新,包括輝達和Google在內的企業 都在爭奪大型語言模型和其他AI應用的市場主導地位。這種可能的合作夥伴變更,凸顯了 科技產業供應鏈關係的動態變化,以及企業在尋求降低成本和獲取戰略優勢過程中的不斷 調整。 -- ※ 發信站: 批踢踢實業坊(ptt.cc), 來自: 101.10.108.103 (臺灣) ※ 文章網址: https://www.ptt.cc/bbs/Stock/M.1742218237.A.894.html

03/17 21:33, 17小時前 , 1F
羨慕持有聯發科的人
03/17 21:33, 1F

03/17 21:33, 17小時前 , 2F
難怪台股夜盤噴噴博通小跌
03/17 21:33, 2F

03/17 21:34, 17小時前 , 3F
真的可以這麼幸福嗎
03/17 21:34, 3F

03/17 21:35, 17小時前 , 4F
哦哦哦這新聞終於來了
03/17 21:35, 4F

03/17 21:35, 17小時前 , 5F
博通V起來了 發糕 AVGO雙贏XD
03/17 21:35, 5F

03/17 21:37, 17小時前 , 6F
MTK要變MDFK了啊
03/17 21:37, 6F

03/17 21:38, 17小時前 , 7F
發哥威猛
03/17 21:38, 7F

03/17 21:38, 17小時前 , 8F
發哥要2000嗎
03/17 21:38, 8F

03/17 21:42, 17小時前 , 9F
發哥:我賣藝不賣身。 古哥:不給錢就不算賣
03/17 21:42, 9F

03/17 21:44, 17小時前 , 10F
這不算炒舊聞嗎? 幾週前忘記看過哪篇台媒就有寫發
03/17 21:44, 10F

03/17 21:44, 17小時前 , 11F
糕的客戶是G欸
03/17 21:44, 11F

03/17 21:45, 16小時前 , 12F
我川:聯發科也該投資一千億鎂了吧
03/17 21:45, 12F

03/17 21:46, 16小時前 , 13F
發哥便宜多了,也是gg代工
03/17 21:46, 13F

03/17 21:47, 16小時前 , 14F
明天繼續拉金雞發
03/17 21:47, 14F

03/17 21:48, 16小時前 , 15F
幾週前那是傳言而已吧,今天算證實,還不噴爛
03/17 21:48, 15F

03/17 21:49, 16小時前 , 16F
GG畢竟是台灣公司,MTK和GG更容易合作
03/17 21:49, 16F

03/17 21:50, 16小時前 , 17F
目前權值股該換人當了吧 靠發哥了 台股28000靠發哥
03/17 21:50, 17F

03/17 21:51, 16小時前 , 18F
03/17 21:51, 18F

03/17 21:57, 16小時前 , 19F
還好0050有發哥會替代美雞電
03/17 21:57, 19F

03/17 22:00, 16小時前 , 20F
這不事早就知道了嗎?
03/17 22:00, 20F

03/17 22:00, 16小時前 , 21F
謝謝各位抬轎
03/17 22:00, 21F

03/17 22:05, 16小時前 , 22F
上看2000
03/17 22:05, 22F

03/17 22:15, 16小時前 , 23F
川普:發弟該來美國設辦公室了
03/17 22:15, 23F

03/17 22:18, 16小時前 , 24F
發哥跟中國更麻吉勒
03/17 22:18, 24F

03/17 22:18, 16小時前 , 25F
蔡董訂機票囉
03/17 22:18, 25F

03/17 22:19, 16小時前 , 26F
換發哥出來舔
03/17 22:19, 26F

03/17 22:19, 16小時前 , 27F
00919有10%發哥 爽
03/17 22:19, 27F

03/17 22:20, 16小時前 , 28F
這不是早就知道的事嗎?
03/17 22:20, 28F

03/17 22:22, 16小時前 , 29F
難怪發哥這波這麼強,連半年線都不會碰到
03/17 22:22, 29F

03/17 22:26, 16小時前 , 30F
川:發哥偷走設計生意
03/17 22:26, 30F

03/17 22:27, 16小時前 , 31F
有那麼好康?
03/17 22:27, 31F

03/17 22:28, 16小時前 , 32F
準備崩崩
03/17 22:28, 32F

03/17 22:29, 16小時前 , 33F
難怪最近板橋谷歌開一堆缺 但發現沒人投耶@@ 怎回事
03/17 22:29, 33F

03/17 22:39, 16小時前 , 34F
博通單子滿爆沒差吧
03/17 22:39, 34F

03/17 22:39, 16小時前 , 35F
發哥和谷哥
03/17 22:39, 35F

03/17 22:39, 16小時前 , 36F
倆哥們一起做AI
03/17 22:39, 36F

03/17 22:39, 16小時前 , 37F

03/17 22:39, 16小時前 , 38F

03/17 22:44, 16小時前 , 39F
因為人都被NV高薪挖走惹
03/17 22:44, 39F

03/17 22:44, 16小時前 , 40F
下一代pixel據說也是用發哥cpu
03/17 22:44, 40F

03/17 22:51, 15小時前 , 41F
自己人 自己人
03/17 22:51, 41F

03/17 22:57, 15小時前 , 42F
川帝:搶了GG兩千億,這個發哥看來不錯
03/17 22:57, 42F

03/17 23:32, 15小時前 , 43F

03/17 23:33, 15小時前 , 44F
能去真G的都遠端了
03/17 23:33, 44F

03/17 23:34, 15小時前 , 45F
鬼扯最好掉一個客戶就要跌爛,ASIC跟本還是AVGO的
03/17 23:34, 45F

03/17 23:34, 15小時前 , 46F
天下
03/17 23:34, 46F

03/17 23:34, 15小時前 , 47F
幹嘛去假G
03/17 23:34, 47F

03/17 23:37, 15小時前 , 48F
明明新聞傳的是MD用MTK的 還CPU咧...
03/17 23:37, 48F

03/18 00:07, 14小時前 , 49F
太爽了 明天發哥大噴
03/18 00:07, 49F

03/18 00:09, 14小時前 , 50F
外資偷看答案 可惡
03/18 00:09, 50F

03/18 00:16, 14小時前 , 51F
噴啊發哥
03/18 00:16, 51F

03/18 02:01, 12小時前 , 52F
發哥在美國灣區就有辦公室啊 甚至就在台積電旁邊(
03/18 02:01, 52F

03/18 02:01, 12小時前 , 53F
03/18 02:01, 53F

03/18 07:10, 7小時前 , 54F
川普:嗯?
03/18 07:10, 54F

03/18 09:34, 5小時前 , 55F
跟發哥合作成本比較低(X)
03/18 09:34, 55F

03/18 09:34, 5小時前 , 56F
砍分紅廉價工程師(O)
03/18 09:34, 56F
文章代碼(AID): #1ds2FzYK (Stock)
文章代碼(AID): #1ds2FzYK (Stock)