--- 格式版本: 2 标题: "欲摆脱对英伟达依赖？微软全新AI芯片最快下月登场 目标产能超百万颗 _ 东方财富网" 原文链接: "https://finance.eastmoney.com/a/202608113837251493.html" 发布日期: "2026-08-11" 发布时间校准状态: "found" 发布时间需复核: "否" 发布时间来源: "rule:shared:strict_url_url" 发布时间证据: "https://finance.eastmoney.com/a/202608113837251493.html" 发布时间校准原因: "规则确认唯一严格发布时间，来源 shared:strict_url_url" 发布时间校准置信度: "high" 发布时间候选数量: 35 发布时间严格候选数量: 9 发布时间原页读取状态: "source template page reused from URL open" 发布时间未找到原因: "" 发布时间校准时间: "2026-08-12T07:32:48+08:00" 发布时间仲裁状态: "skipped" 发布时间仲裁尝试次数: 0 发布时间仲裁耗时毫秒: 0 发现时间: "2026-08-12T07:31:57+08:00" 入库时间: "2026-08-11T23:32:48.587Z" 来源平台: "东方财富搜索" 搜索渠道: "source_template" 搜索词: "https://so.eastmoney.com/news/s?keyword=SRAM" 匹配关键词: - "SRAM" - "AI" - "内存" - "量产" - "交付" - "部署" - "性能" 相关厂家: [] 相关专家: [] 内容类型: "网页" 抓取工具: "CDP Render" 清洗工具: "CDP Text + Defuddle/Readability 正文提取" 原始附件: [] AI优质: "否" AI打分: 41 AI分档: "非优质" AI质检状态: "不通过" AI打分理由: "文章主要报道微软Maia 300 AI芯片产能与竞争策略，属于泛财经新闻，未涉及超节点/AI Rack/机柜级系统架构或具体技术细节，技术深度不足，低价值内容。" AI质检模型: 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[亚马逊](http://quote.eastmoney.com/unify/r/105.AMZN) 等竞争对手。 　　在截至今年6月的财季，谷歌已经开始从张量处理单元（TPU）自研 [AI芯片](http://quote.eastmoney.com/unify/r/90.BK1127) 的直接销售业务中确认营收；与此同时， [亚马逊](http://quote.eastmoney.com/unify/r/105.AMZN) 自研处理器（包括Trainium芯片）的市场应用规模也在不断扩大。 　　报道称，微软正与 [台积电](http://quote.eastmoney.com/unify/r/106.TSM) 洽谈， **争取拿到超30万颗该芯片的代工产能** ，计划2027年完成交付。微软还打算大幅扩大芯片产能，并推动Anthropic等头部云客户采用这款芯片。 　　微软Azure Maia项目总经理安德鲁·沃尔（Andrew Wall）表示：“作为长期AI基础设施战略的一环，微软会持续投入定制芯片研发。我们不会对外公布产量数据，媒体报道的数字并不能反映我们项目的实际规模。” 　　据外媒报道， **微软的终极目标是拿到超100万颗Maia 300芯片的代工产能** ，但零部件供货情况、以及和 [台积电](http://quote.eastmoney.com/unify/r/106.TSM) 持续进行的产能谈判，都有可能制约该目标落地。 　　微软今年1月就推出过第二代产品Maia 200，该芯片由 [台积电](http://quote.eastmoney.com/unify/r/106.TSM) 采用3纳米工艺制造。 　　这款芯片内置大容量静态随机存取存储器（SRAM），该类型内存可以为需要处理海量用户请求的AI系统带来速度性能优势。 [![](https://np-newspic.dfcfw.com/download/D24832930842412850501_w690h389.jpg)](https://acttg.eastmoney.com/pub/xxlout_khmbdfcfappnew_random_0007467a?infocode=202608113837251493) （文章来源：财联社） 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