每日摘要每日半導體 06/16
06-16 09：04 · inff.cc
AI人工智慧投資浪潮持續擴大，帶動記憶體晶片與硬體需求高漲。南韓5月出口價格創下連續11個月上升的紀錄，反映出AI半導體晶片市場的強勁拉貨力道。而在AI基礎設施與資料中心建置方面，GlobalFoundries（格羅方德）宣布將成為首家支持光學運算互連多源協定（OCI MSA）開放標準的晶片製造商，此舉將協助資料中心業者透過矽光子技術更高效地連結GPU與晶片，突破傳統銅線的頻寬瓶頸。
AI市場晶片龍頭輝達（Nvidia）則展開大規模籌資計畫，預計發行高達200億至350億美元債券，這也是該公司自2021年AI熱潮爆發以來首次發行債務，所得資金將用於加速AI技術研發與維持市場霸主地位。
在地緣政治與總體經濟層面，美伊和平曙光推升全球市場情緒。隨著美伊達成協議且原油價格下跌，金融市場避險情緒降溫，推動美股S&P 500與Nasdaq指數大幅上揚，科技股在輝達等AI類股帶領下迎來強勁彈升，顯示出AI產業在總體經濟好轉下依然是市場資金的吸納焦點。
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