联发科AI加速器四季度营收上看25亿美元 2027年目标160亿美元
台湾芯片厂商联发科 11 月 7 日表示，第一代人工智能加速器的第四季度营收预计达到 25 亿美元，高于此前预估的 20 亿美元。公司维持 2027 年定制芯片（ASIC）业务营收 160 亿美元的目标不变。
联发科首席执行官蔡力行表示，人工智能投资存在过渡期，资本支出快于现金回收，但公司仍维持 2027 年目标。第一代加速器采用台积电 CoWoS 与英特尔 EMIB-T 等先进封装技术，以满足客户需求；第二代定制芯片定于 2028 年第一季度量产。
联发科的第一代加速器已开始贡献营收。公司表示，第二代产品将接续出货，2027 年的 160 亿美元目标涵盖整个定制芯片业务。这一消息出炉之际，人工智能硬件股本周剧烈波动：费城半导体指数 11 月 5 日星期四单日下跌 12.25%，11 月 6 日星期五有所反弹。
MediaTek AI Accelerator Revenue Seen at $2.5 Billion in Q4; 2027 Target Held at $16 Billion
Taiwanese chipmaker MediaTek said on November 7 that revenue from its first-generation AI accelerator is projected to reach $2.5 billion in the fourth quarter, up from a previous estimate of $2.0 billion. The company maintained its 2027 revenue target of $16.0 billion for its custom ASIC business.
Chief executive Rick Tsai said there is a transitional period in AI investment, with capital expenditure outpacing immediate cash flow recovery, but the company kept its 2027 target. The first-generation accelerator uses advanced packaging such as TSMC's CoWoS and Intel's EMIB-T to meet customer demands, and second-generation ASIC production is scheduled for mass production in the first quarter of 2028.
MediaTek's first-generation AI accelerator has begun contributing revenue, and the company said second-generation products will follow. The update comes in a week of sharp swings in AI hardware stocks: the Philadelphia Semiconductor Index fell 12.25 percent on Thursday, November 5, before rebounding on Friday, November 6.
来源：联发科
发布：GSM·美国（发布链接）
图片来源：图：美国联邦储备委员会大楼（资料图）。The Federal Reserve Board building. (file photo)
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