郭明錤：新款芯片将增强亚马逊 AWS 竞争力

Zhitong
2022.08.16 02:43
郭明錤表示，最新调查指出，全新设计 AWS Inferentia 芯片将于 4Q22 开始量产/出货。由于采用 7nm 先进制程，故显著改善性能和延迟。从亚马逊上次的财务会议来看，亚马逊云计算服务的营收击败市场共识，是经济衰退期间的关键利润驱动。新款 AWS Inferentia 有望进一步增强 AWS 的竞争力和成长动能。对世芯-KY 而言，单价更高的新 AWS Inferentia 有利于营收/利润，并增加美国客户的比例以降低地缘政治风险。
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