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"title": "传字节跳动洽购联发科AI晶片 有望成Google后第二家主要ASIC客户",
"shortTitle": "传字节跳动洽购联发科AI晶片 有望成Google后第二家主要",
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"description": "字节跳动与联发科洽谈资料中心客制化ASIC，协议已进入深入阶段。 若敲定将成联发科继Google后第2大ASIC客户。 联发科若拿下大单可降低对手机市场依赖。",
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"content": "<p>《彭博》周四 (15 日) 报导，TikTok母公司字节跳动与联发科 (2454-TW) 的资料中心客制化晶片采购谈判已进入深入阶段，双方接近达成协议。若交易敲定，字节跳动有望成为继Google之后，联发科第二家主要特殊应用积体电路 (ASIC) 客户，为联发科拓展资料中心业务增添动能。</p>\n<p style=\"text-align:center;\"><img src=\"https://cimg.cnyes.cool/prod/news/6631028/l/f052f80b09781340fe4cfb426f5718ec.jpg\" alt=\"传字节跳动洽购联发科AI晶片 有望成Google后第二家主要ASIC客户\" style=\"width:50%;height:auto;border-radius:6px;margin:15px auto;display:block;\"></p>\n\n\n<p>知情人士透露，联发科将供应依照字节跳动平台需求客制化设计的ASIC，支援其资料中心运作，但未透露供货数量。</p>\n\n<p>字节跳动未立即回应置评请求，联发科则不予置评。</p>\n\n<p>字节跳动正扩大硬体投资，押注人工智慧 (AI) 成为下一波成长引擎。</p>\n\n<p>然而，与阿里巴巴 (BABA-US) 和腾讯 (0700-HK) 等中国同业一样，字节跳动受美国出口管制限制，无法取得辉达 (NVDA-US) 等业者最先进的AI晶片，华为等中国供应商也无法满足所有需求，促使其寻求其他供应来源。</p>\n\n<p>报导指出，与晶片设计业者合作，是字节跳动探索的替代方案之一。依现行美国出口管制规定，只要相关AI运算能力未超过特定门槛，这类合作仍获允许。</p>\n\n<p>《彭博》先前曾报导，字节跳动今年稍早已与高通 (QCOM-US) 达成类似协议，采购数百万颗AI晶片。</p>\n\n<p>对联发科而言，若能取得字节跳动的大规模订单，将有助于业务多元化、降低对手机市场的依赖，并强化其在资料中心领域与高通、博通 (AVGO-US) 竞争的能力。科技大厂积极开发AI客制化晶片，也让联发科得以运用行动处理器设计经验，扩大参与资料中心基础建设商机。</p>\n\n<p>联发科预估，2026年相关AI晶片业务营收约达20亿美元，并估计2027年客制化AI ASIC潜在市场规模可达700亿至800亿美元，以争取10%至15%市占率为目标。</p>\n\n<p>辉达8月底宣布，将认购联发科35亿美元可转换公司债，并扩大双方在AI领域的合作。随着客制化晶片业务受到市场关注，据《彭博》报导，联发科市值约2,100亿美元，以市值计为仅次于台积电 (2330-TW、TSM-US) 的台湾第二大企业。</p>\n\n<p>字节跳动的晶片需求，则来自持续扩大的AI基础建设计划。</p>\n\n<p>《彭博》报导，该公司正考虑将今年资本支出提高至最多700亿美元，超过去年的2倍，用于扩建资料中心及其他AI设施。若经济与营运条件有利，2027年支出可能进一步增至1,000亿美元。公司已于9月取得300亿美元贷款，支应相关投资。</p>\n\n<p>这波投资反映字节跳动正加快布局，力求巩固在聊天机器人与AI影片等领域的早期优势，并扩大海外影响力。旗下Seedance等主力模型，正面对阿里巴巴Happy Horse、快手 (1024-HK) 可灵AI及Google等对手的竞争。</p>\n\n<p class=\"warning\">(本文不开放合作伙伴转载)</p><div class=\"related-articles seo-links\">\n <h4>相关阅读</h4>\n <ul>\n <li><a href=\"/new/mg/article-5085.html\" title=\"连两周失血！非农暂缓升息担忧 但美股基金再外逃172亿美元 晶片股大跌冲击波会否扩散？\">连两周失血！非农暂缓升息担忧 但美股基金再外逃172亿美元 晶片股大跌冲击波会否扩散？</a></li>\n <li><a href=\"/new/mg/article-18992.html\" title=\"辉达加持Lambda估值狂飙 上看145亿美元 拟募40亿美元 2027年挑战IPO\">辉达加持Lambda估值狂飙 上看145亿美元 拟募40亿美元 2027年挑战IPO</a></li>\n <li><a href=\"/new/mg/article-1441.html\" title=\"SpaceX IPO后该买入吗？4位专家给出答案\">SpaceX IPO后该买入吗？4位专家给出答案</a></li>\n <li><a href=\"/new/mg/article-14861.html\" title=\"OpenAI抢攻晶片设计AI！CFO：成本优势可胜开源模型\">OpenAI抢攻晶片设计AI！CFO：成本优势可胜开源模型</a></li>\n <li><a href=\"/new/mg/article-7352.html\" title=\"费半跌入熊市免惊？美银：「非基本面反转」、看好半导体设备与记忆体\">费半跌入熊市免惊？美银：「非基本面反转」、看好半导体设备与记忆体</a></li>\n <li><a href=\"/new/mg/article-232.html\" title=\"《大卖空》贝瑞加码Adobe、PayPal等软体股\">《大卖空》贝瑞加码Adobe、PayPal等软体股</a></li>\n </ul>\n</div>",
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