近年来，半导体行业迎来了新一轮的发展高潮。根据彭博社报道，费城半导体指数（Philadelphia Stock Exchange Semiconductor Index）在2023年增长了65%，实现了自2009年以来最大的涨幅。英伟达和AMD等公司的出色表现，再次引领了这个行业的快速发展。
英伟达在2023年成功加入“万亿美元”俱乐部，成为历史上第一家进入该俱乐部的芯片制造商。这得益于全球范围内人工智能浪潮带来的巨大需求，推动了企业提升计算资源，使得英伟达在数据中心领域的销售额呈现爆炸式增长。据悉，英伟达计划到2027年在人工智能领域创造3000亿美元的销售额。因此，未来几年内，英伟达在产品发布和进步方面将更加积极。
除了英伟达，AMD在2023年的表现也相当稳健。该公司近期发布了Instinct系列GPU的新成员，这些新产品展示了性能的提升，受到了业界的广泛好评。2023年也被认为是半导体和整个科技行业发展最好的一年。随着人工智能热潮的兴起，对高性能计算的需求不断攀升，2024年的发展前景令人期待。
英文翻译：
The semiconductor industry has ushered in a new round of development momentum. According to Bloomberg, the Philadelphia Stock Exchange Semiconductor Index increased by 65% in 2023, marking the largest increase since 2009. NVIDIA and AMD’s outstanding performance have once again led the rapid development of the industry.
In 2023, NVIDIA successfully joined the “trillion-dollar club,” becoming the first chipmaker in history to do so. This is attributed to the massive global demand for artificial intelligence, which has driven companies to increase computing resources, leading to explosive growth in NVIDIA’s sales in the data center field. It is reported that NVIDIA plans to create $300 billion in sales in the artificial intelligence field by 2027. Therefore, in the next few years, NVIDIA will be more proactive in product releases and advancements.
In addition to NVIDIA, AMD’s performance in 2023 has been relatively stable. The company recently released new members of the Instinct series of GPUs, which have demonstrated performance improvements and received widespread praise in the industry. 2023 is also considered the best year for the development of the semiconductor and entire tech industry. With the rise of the AI wave, the demand for high-performance computing is increasing, and the development prospects for 2024 are promising.
【来源】https://www.ithome.com/0/743/285.htm
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