华为 Ascend 产能爬坡:晶粒库存、TSMC 持续代工与 HBM 瓶颈
SemiAnalysis 预计华为今年出货 80.5 万颗 Ascend,其中 65.3 万颗为 910C,来自 TSMC 的逾 290 万颗晶粒库存和 SMIC 扩产支撑了产量。其判断 SMIC 年底将不再是主要瓶颈,但约 1300 万颗进口 HBM 堆栈可能耗尽,明年 CXMT 约 200 万颗 HBM 堆栈仅够生产 25万–30 万颗 910C。
ived a major update with performance increases on a timeline that is like o1 - o3. We firmly believe GPT-5, Claude 4, and Grok 4 are considerably ahead of R1 though, especially in agentic tasks. However, problems in AI are solvable by two things: talent and compute. DeepSeek has always had the former, now they will have more of the latter. We expect DeepSeek's rate of progress to materially increase as they receive substantial volumes of any chip that gets into China. DeepSeek has ambitions to r
匹配字段正文


