由 于 市 场 对 谷 歌 人 工 智 能 芯 片 —— 张 量 处 理 单 元 （ TPU ） 的 需 求 预 计 将 十 分 强 劲 ， 高 带 宽 内 存 （HBM）供应链正步入一个新阶段。有预测显示，谷歌将成为HBM市场仅次于英伟达的关键需求来 源，三星电子和SK海力士之间争夺供应链主导地位的竞争也日趋激烈。 自去年下半年以来，三星电子一直向AMD旗舰级AI加速器MI350系列供应12层HBM3E产品。随着加 速器供应来源日益多元化，HBM的需求来源也将更加广泛，韩国存储器制造商的议价能力也可能会 据台湾主流媒体2月26日报道，投资银行美国银行将谷歌今年的TPU出货量预测从400万颗上调至460 万颗。这大约是此前预测的2025年230万颗的两倍。半导体行业内外也有人指出，谷歌今年在HBM市 场的份额可能超过30%。 此次预测的上调表明专用集成电路（ASIC）市场正在实现结构性增长。尽管人工智能基础设施迄今 为止主要围绕图形处理器（GPU）构建，但针对特定任务优化的ASIC很可能在未来占据相当可观的 市场份额。诸如TPU之类的ASIC针对训练和推理等特定用途进行了优化，正在成为不断发展的人工 智能时代 ...

Group 1 - The core viewpoint of the article highlights the rise of NPU-based companies in the semiconductor industry, particularly in the AI sector, as they secure significant deals with industry leader NVIDIA, indicating a shift in market dynamics [1] - The global AI fabless market is evolving through technological competition and mergers, with key players including Groq, SambaNova Systems, Cerebras, Tenstorrent, and Korean companies Rebellions and FuriosaAI [1] - NVIDIA's acquisition of Groq's core technology rights for $20 billion (approximately 29 trillion KRW) is noted as the largest deal in NVIDIA's history, significantly boosting Groq's valuation to around $7 billion, nearly tripling its worth [1] Group 2 - Cerebras has signed a $10 billion (approximately 14 trillion KRW) computing power supply contract with OpenAI and is in talks to raise $1 billion in new investments [2] - The NPU industry is expanding its business scope from chip supply to server and data center infrastructure, with a focus on the Middle East's demand for "autonomous AI" to reduce reliance on US and Chinese technology [2] - Rebellions is targeting the Saudi data center market with its REBEL-Quad product, which is said to perform comparably to NVIDIA's flagship GPU [2] Group 3 - Rebellions' CEO expressed concerns about the competitive landscape, noting that countries like the US and China are building AI infrastructure using non-NVIDIA products for supply chain diversification [3] - The CEO highlighted that Saudi Arabia purchased Groq chips worth 750 billion KRW last year, while the UAE bought Cerebras chips worth 1.5 trillion KRW, contrasting with Rebellions' government revenue of only 7 billion KRW [3] - Rebellions plans to begin mass production of REBEL-Quad in the first half of the year, while FuriosaAI aims to supply up to 20,000 RNGD units by the end of the year [3]