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"description": "2026年06月23日(优分析/产业数据中心报导)⸺ 过去两年,AI半导体投资焦点几乎集中在GPU与AI伺服器,但产业趋势正在转向。随着云端业者加速自研晶片,AI基础建设不再只依赖通用GPU,客制化ASIC正成为下一阶段竞争核心。 J.P. Morgan最新指出,2025至2028年AI ASIC晶片出货量年复合成长率将达32%,明显高于高阶GPU的7%;AI ASIC伺服器出货量年复合成长率也达17%,高于GPU AI伺服器的4%。这代表Google TPU、Amazon Trainium、M",
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"content": "<img src=\"https://cimg.cnyes.cool/prod/news/6508261/o/75bb76bcec6aeb0fe44e3523e71d2bda.jpg\" alt=\"Reuters/TPG\" /><p class=\"p1\">2026年06月23日(优分析/产业数据中心报导)⸺ 过去两年,AI半导体投资焦点几乎集中在GPU与AI伺服器,但产业趋势正在转向。随着云端业者加速自研晶片,AI基础建设不再只依赖通用GPU,客制化ASIC正成为下一阶段竞争核心。</p>\n<p class=\"p1\">J.P. Morgan最新指出,2025至2028年AI ASIC晶片出货量年复合成长率将达32%,明显高于高阶GPU的7%;AI ASIC伺服器出货量年复合成长率也达17%,高于GPU AI伺服器的4%。这代表Google TPU、Amazon Trainium、Meta MTIA等自研晶片需求持续升温,AI投资正在从GPU供应链扩散至ASIC设计服务、IP、先进制程与封装测试。</p>\n<p class=\"p1\">这股趋势让台湾具技术门槛的ASIC与IC设计服务公司站上浪潮前端。联发科、创意、世芯-KY、智原等业者,因具备先进制程设计、IP整合、客制化晶片开发与台积电生态系资源,成为市场关注的主要受惠族群。</p>\n<p class=\"p1\">其中,联发科(2454-TW)除手机晶片本业外,也积极布局AI ASIC与AI PC市场,形成手机、终端AI与云端AI晶片三线并进。创意(3443-TW)则是台积电生态系重要成员,具备先进制程设计服务能力,受惠云端客户客制化晶片需求。世芯-KY(3661-TW)因ASIC业务纯度高,随大型云端客户专案放量,成长动能受到市场高度关注。智原(3035-TW)则以ASIC与IP双引擎切入AI客制化晶片需求,具备中长期成长题材。</p>\n<p class=\"p1\">在整体资料中心领域中,信骅(5274-TW)受惠AI伺服器BMC需求,仍具高毛利与技术门槛;群联(8299-TW)因AI伺服器储存需求增加,NAND控制IC业务具成长空间;瑞昱(2379-TW)除Wi-Fi 7与高速传输升级外,也逐步布局ASIC、AI DPU及高速介面IP,瞄准AI资料中心的连接与储存市场;矽力-KY(6415-TW)与力智(6719-TW)则受惠AI伺服器功耗持续攀升,高阶电源管理IC需求同步增加。</p>\n<p class=\"p1\">除了资料中心,随着生成式AI模型逐步小型化,以及终端设备运算能力持续提升,愈来愈多AI工作负载开始由云端转向装置端执行。根据市调机构Grand View Research预估,全球边缘AI晶片市场将由2025年的273亿美元成长至2033年的2,918亿美元,年复合成长率达34.7%。未来几年不只是伺服器需要AI晶片,手机、笔电、汽车甚至家电都将导入更多IC,进一步扩大台湾IC设计产业的受惠范围。</p>\n<p class=\"p1\">在终端与边缘AI应用领域的IC设计公司中,新唐(4919-TW)、松翰(5471-TW)、义隆(2458-TW)、凌通(4952-TW)等MCU、影像处理与人机介面晶片厂,也有机会受惠AI PC、车用电子、AI玩具与智慧终端需求回温。晶豪科(3006-TW)、爱普(6531-TW)、矽统(2363-TW)与扬智(3041-TW)则分别从记忆体控制、3D封装、IP授权、边缘AI与ASIC专案切入,成为较具题材性的利基型受惠股。</p>\n<p class=\"p1\">未来市场观察重点,将不只是AI需求是否持续成长,而是AI资本支出如何重新分配。当AI应用从资料中心走向日常电子产品,台湾IC设计供应链有望从过去的景气循环股,逐步转向AI普及化的核心受惠族群。</p><p>※ 本文经「优分析」授权转载,原文出处:<a style=\"color:#A9A9A9\" rel=\"nofollow\" href=\"https://uanalyze.com.tw/articles/3703251867\">原文连结</a>\n <br>※ 免责声明:文中所提的个股、基金、期货商品内容仅供参考,并非投资建议,投资人应独立判断,审慎评估风险。</p>\n <p></p><div class=\"related-articles seo-links\">\n <h4>相关阅读</h4>\n <ul>\n <li><a href=\"/new/tw/article-7541.html\" title=\"盘中速报 - 集中市场加权指数上涨1100.56点至43550.26点,涨幅2.59%\">盘中速报 - 集中市场加权指数上涨1100.56点至43550.26点,涨幅2.59%</a></li>\n <li><a href=\"/new/tw/article-222.html\" title=\"技嘉强攻COMPUTEX 2026 从AI工厂到临床医疗展示全流程AI落地能力\">技嘉强攻COMPUTEX 2026 从AI工厂到临床医疗展示全流程AI落地能力</a></li>\n <li><a href=\"/new/tw/article-14774.html\" title=\"营收速报 - 高侨(6234)8月营收7,596万元年增率高达68.4%\">营收速报 - 高侨(6234)8月营收7,596万元年增率高达68.4%</a></li>\n <li><a href=\"/new/tw/article-9337.html\" title=\"统一企业集团空运进口逾4万朵石斛兰向天下爸爸致敬\">统一企业集团空运进口逾4万朵石斛兰向天下爸爸致敬</a></li>\n <li><a href=\"/new/tw/article-4413.html\" title=\"〈焦点股〉欧洲热浪抢购手提风扇 艾美特-KY连飙2根涨停\">〈焦点股〉欧洲热浪抢购手提风扇 艾美特-KY连飙2根涨停</a></li>\n <li><a href=\"/new/tw/article-7655.html\" title=\"首场TEENA招商论坛 经济部:持续协助中小厂商打造海外布局\">首场TEENA招商论坛 经济部:持续协助中小厂商打造海外布局</a></li>\n </ul>\n</div>",
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