人工智能 GPU 与 ASIC 之争再次引发讨论-Taiwan monthly tracker and what‘s new in AI – Debate on AI GPUs vs. ASIC emerges again
2025-09-15 01:49
V i e w p o i n t | 10 Sep 2025 12:33:46 ET │ 17 pages Taiwan Electronics & Semiconductors Taiwan monthly tracker and what's new in AI – Debate on AI GPUs vs. ASIC emerges again CITI'S TAKE With Taiwanese companies' reported July/Aug sales, we note AI demand, especially AWS supply chain, is showing the strongest momentum including Accton and Wiwynn. In semiconductor, TSMC shows promising growth given strong advanced node and AI momentum. While Apple is launching new iPhone 17 series, most of the Apple suppl ...