郭明錤：新款芯片將增強亞馬遜 AWS 競爭力

智通財經
2022.08.16 02:43
郭明錤表示，最新調查指出，全新設計 AWS Inferentia 芯片將於 4Q22 開始量產/出貨。由於採用 7nm 先進製程，故顯著改善性能和延遲。從亞馬遜上次的財務會議來看，亞馬遜雲計算服務的營收擊敗市場共識，是經濟衰退期間的關鍵利潤驅動。新款 AWS Inferentia 有望進一步增強 AWS 的競爭力和成長動能。對世芯-KY 而言，單價更高的新 AWS Inferentia 有利於營收/利潤，並增加美國客户的比例以降低地緣政治風險。
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