异动解读|迈威尔科技盘后上涨3.16%,谷歌洽谈合作开发新型AI芯片
行情直击04-21
4月20日,迈威尔科技盘后上涨3.16%,报152.52美元/股,续创历史新高。
消息面上,谷歌母公司Alphabet正与迈威尔科技洽谈合作,计划共同开发两款新型AI芯片:一款为与谷歌自研TPU协同工作的内存处理单元,另一款为专攻AI推理任务的新型TPU,计划产量近200万个。迈威尔将承担芯片设计服务角色,双方希望最早于明年完成内存处理单元设计并转入试产。此举被视为谷歌系统性减少对博通依赖的最新动作。富国银行分析师指出,若交易达成将成为迈威尔"有意义的增量积极因素"。此前3月底英伟达已向迈威尔投资20亿美元,巴克莱将其目标价上调至150美元。迈威尔4月内累涨近48%,同时横跨GPU与ASIC两大生态。
(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.