以下部分引用 AI 总结，现阶段 AI 仍然有幻觉。请以内容的原文为准。
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Alchip
11 atoms · 跨 7 天 · 首见 2026-05-10 · 最近 2026-07-02
三色: 🟦 fact 8 · 🟥 take 3 · stance ▲7/▼0/◆3
来源: X 11
时态: fresh:8 · aging:2 · stale:1
标签: 好信源:5 · 好观点:4 · 好数字:3 · 好思考:1
叙事 (narrative) (3)
- 2026-05-26 · 认为ASICs CAGR可能最终超越GPU CAGR
the company believes #ASICs may eventually outpace GPUs in CAGR
tags: 好观点·好思考 · → daily
- 2026-05-10
[老化中] · AWS TR4 设计合作伙伴身份
Alchip management seems confident they are the only design partner for AWS TR4, with no involvement from $AVGO or $MRVL .
tags: 好信源 · → daily
value: direction=是AWS TR4唯一设计合作伙伴 · note=无AVGO或MRVL参与
- 2026-05-10
[老化中] · 3nm和2nm AI芯片物理设计合作伙伴
management highlighted it is the only physical design partner for both 3nm and 2nm AI chips, which we believe should be Trainium4.
tags: 好信源 · → daily
value: note=独家的，应是Trainium4
预测 (forecast) (3)
- 2026-05-28 · ASIC营收预期翻倍
Big ASIC designers, Broadcom, Marvell, Alchip, GUC, tip ASIC revenue to double within 2-3 years, explosive growth.
tags: 好数字·好观点 · → daily
value: qty=2x · date=2-3年
- 2026-06-23 · CoWoS-R booking Y/Y increase 38%
Alchip CoWoS-R booking Y/Y increase: 38%
tags: 好数字 · → daily
value: qty=38% · direction=increase · date=Y/Y
- 2026-05-26 · AI芯片量产预计驱动增长至明年
could drive growth into next year
tags: 好观点 · → daily
value: date=next year
立场 (position) (1)
展开 1 条老旧 / 已过期
- 2026-05-22
[老旧] · 持仓观点
Alchip also in Taiwan is a fucking long and the highest beta play
tags: 好观点 · → daily
事实 (fact) (4)
- 2026-07-02 · handling back end of Trainium4 (non NVLink Fusion version)
Alchip is also handling the back end of Trainium4 (non NVLink Fusion version)
tags: 好信源 · → daily
- 2026-07-02 · exclusive provider of back-end design and testing for Amazon self-developed chips
Amazon has selected Alchip as its exclusive partner for back-end design and testing.
tags: 好信源 · → daily
- 2026-05-26 · 大客户定制AI芯片进入量产
a major customer’s custom AI chip entered mass production in May
tags: 好数字 · → daily
value: date=May 2026
- 2026-05-13 · 定向增发买家身份
Alchip ($3661.TW) private placement buyer yesterday was $AMZN
tags: 好信源 · → daily
value: direction=买家 · entity=AMZN
时间轴 (近 20)
- 2026-07-02 ·
fact · exclusive provider of back-end design and testing for Amazon · → daily
- 2026-07-02 ·
fact · handling back end of Trainium4 (non NVLink Fusion version) · → daily
- 2026-06-23 ·
forecast · CoWoS-R booking Y/Y increase 38% · → daily
- 2026-05-28 ·
forecast · ASIC营收预期翻倍 · → daily
- 2026-05-26 ·
fact · 大客户定制AI芯片进入量产 · → daily
- 2026-05-26 ·
forecast · AI芯片量产预计驱动增长至明年 · → daily
- 2026-05-26 ·
narrative · 认为ASICs CAGR可能最终超越GPU CAGR · → daily
- 2026-05-22 ·
position · 持仓观点 · → daily
- 2026-05-13 ·
fact · 定向增发买家身份 · → daily
- 2026-05-10 ·
narrative · AWS TR4 设计合作伙伴身份 · → daily
- 2026-05-10 ·
narrative · 3nm和2nm AI芯片物理设计合作伙伴 · → daily
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