2023\u5e7410\u670809\u65e5\uff0c\u5f97\u670b\u7535\u5b50\uff08DEPEND\uff09\u4e3a\u60a8\u64ad\u62a5\u534a\u5bfc\u4f53\u5e02\u573a\u201c\u4e00\u5468\u82af\u95fb\u201d\u3002\u5185\u5b58\u5206\u9500\u5546\u6216\u4eca\u5e74\u5e74\u5e95\u524d\u56e4\u8d27\uff1b\u4f20\u4e09\u661fQ4\u8c03\u6da8NAND\u95ea\u5b58\u4ef7\u683c\uff0c\u6da8\u5e45\u8d8510%\uff1b\u82f1\u7279\u5c14\u5c06\u62c6\u5206FPGA\u90e8\u95e8\u72ec\u7acb\u4e0a\u5e02\uff1b8\u6708\u4efd\u5168\u7403\u534a\u5bfc\u4f53\u9500\u552e\u989d\u73af\u6bd4\u589e\u957f1.9%......<\/p>
<\/p>
01. 8\u6708\u4efd\u5168\u7403\u534a\u5bfc\u4f53\u9500\u552e\u989d\u73af\u6bd4\u589e\u957f1.9%<\/strong><\/p> <\/p> 2023\u5e7410\u67086\u65e5\uff0c\u6839\u636e\u534a\u5bfc\u4f53\u884c\u4e1a\u534f\u4f1a(SIA)\u7684\u6700\u65b0\u62a5\u544a\uff0c2023\u5e748\u6708\u5168\u7403\u534a\u5bfc\u4f53\u884c\u4e1a\u9500\u552e\u989d\u603b\u8ba1440\u4ebf\u7f8e\u5143\uff0c\u6bd42023\u5e747\u6708\u7684432\u4ebf\u7f8e\u5143\u603b\u989d\u589e\u957f1.9%\uff0c\u4f46\u6bd42022\u5e748\u6708\u7684472\u4ebf\u7f8e\u5143\u603b\u989d\u4e0b\u964d6.8%\u3002<\/p> <\/p> SIA\u603b\u88c1\u517c\u9996\u5e2d\u6267\u884c\u5b98John Neuffer\u8868\u793a:\u201c8\u6708\u4efd\uff0c\u5168\u7403\u534a\u5bfc\u4f53\u9500\u91cf\u8fde\u7eed\u7b2c\u516d\u4e2a\u6708\u73af\u6bd4\u589e\u957f\uff0c\u8868\u660e\u5e02\u573a\u9700\u6c42\u5728\u5e74\u4e2d\u7f13\u6162\u800c\u7a33\u5b9a\u5730\u589e\u957f\u3002\u201d\u3002\u201c\u4e0e\u53bb\u5e74\u76f8\u6bd4\uff0c8\u6708\u4efd\u5168\u7403\u9500\u91cf\u518d\u6b21\u4e0b\u964d\uff0c\u4f46\u540c\u6bd4\u964d\u5e45\u5c0f\u4e8e2022\u5e7410\u6708\u4ee5\u6765\u7684\u4efb\u4f55\u6708\u4efd\uff0c\u8fd9\u4e3a\u672a\u6765\u51e0\u4e2a\u6708\u7684\u6301\u7eed\u589e\u957f\u63d0\u4f9b\u4e50\u89c2\u6307\u5f15\u3002\u201d<\/p> <\/p> \u4ece\u5730\u533a\u6765\u770b\uff0c\u7f8e\u6d32(4.6%)\u3001\u4e2d\u56fd(2.0%)\u548c\u4e9a\u592a\/\u6240\u6709\u5176\u4ed6\u5730\u533a(1.2%)\u7684\u6708\u9500\u552e\u989d\u6709\u6240\u589e\u957f\uff0c\u4f46\u5728\u65e5\u672c(-0.4%)\u548c\u6b27\u6d32(-1.1%)\u7565\u6709\u4e0b\u964d\u3002\u6b27\u6d32(3.5%)\u548c\u7f8e\u6d32(0.3%)\u7684\u5e74\u540c\u6bd4\u9500\u552e\u989d\u6709\u6240\u4e0a\u5347\uff0c\u4f46\u65e5\u672c(-2.9%)\u3001\u4e9a\u592a\/\u6240\u6709\u5176\u4ed6\u5730\u533a(-11.3%)\u548c\u4e2d\u56fd(-12.6%)\u7684\u5e74\u540c\u6bd4\u9500\u552e\u989d\u6709\u6240\u4e0b\u964d\u3002<\/p> <\/p> 02. \u5185\u5b58\u5206\u9500\u5546\u6216\u4eca\u5e74\u5e74\u5e95\u524d\u56e4\u8d27<\/strong><\/p> <\/p> \u636e\u4e1a\u5185\u6d88\u606f\u4eba\u58eb\u79f0\uff0c\u7531\u4e8e\u4e0a\u6e38\u82af\u7247\u4f9b\u5e94\u4ef7\u683c\u4e0a\u6da8\uff0c\u4e0b\u6e38\u5185\u5b58\u4ea7\u54c1\u5206\u9500\u5546\u5df2\u8868\u793a\u6709\u610f\u5728\u4eca\u5e74\u5e74\u5e95\u524d\u56e4\u8d27\u3002\u867d\u7136\u76ee\u524d\u5e02\u573a\u6d88\u8d39\u9700\u6c42\u63d0\u632f\u4e4f\u529b\uff0c\u4f46\u5206\u9500\u5546\u5bf92023\u5e74\u5907\u8d27\u9700\u6c42\u5e76\u4e0d\u60b2\u89c2\u3002<\/p> <\/p> \u4e3b\u8981\u53d7\u76ca\u4e8e\u8fd1\u671f\u5185\u5b58\u7684\u4ef7\u683c\u6301\u7eed\u7ffb\u6da8\uff0c\u800c\u6e20\u9053\u5e93\u5b58\u5df2\u6e10\u5165\u5065\u5eb7\u6c34\u4f4d\uff0c\u5373\u4f7f\u77ed\u671f\u9700\u6c42\u5e76\u672a\u660e\u663e\u590d\u82cf\uff0c\u4f46\u9884\u671f\u4e0a\u6e38\u539f\u5382\u5c06\u5ef6\u7eed\u79ef\u6781\u51cf\u4ea7\u7b56\u7565\uff0c\u4e1a\u754c\u4f9d\u7136\u613f\u610f\u589e\u52a0\u5907\u8d27\uff0c\u4ee5\u786e\u4fdd\u672a\u6765\u4f9b\u8d27\u7a33\u5b9a\u3002<\/p> <\/p> \u6b64\u5916\uff0c\u7531\u4e8e\u8fd1\u4e00\u5e74\u6765\u5185\u5b58\u6e20\u9053\u5e93\u5b58\u6c34\u4f4d\u63a5\u8fd1\u89c1\u5e95\uff0c\u4e14\u60dc\u552e\u4f4e\u4ef7\u56e4\u8d27\u7684\u9884\u671f\u5fc3\u6001\u5f3a\u70c8\uff0c\u9884\u671f2023\u5e74\u53cc\u5341\u4e00\u671f\u95f4\u7684\u62c9\u8d27\u52a8\u80fd\u5c06\u56de\u52302\u5e74\u524d\u7684\u6c34\u51c6\uff0c\u53ef\u671b\u4f18\u4e8e618\u6863\u671f\u7684\u51fa\u8d27\u8868\u73b0\uff0c\u5e76\u5ef6\u7eed\u81f3\u4eca\u5e74\u5e74\u5e95\u3002<\/p> <\/p> 03. \u4f20\u4e09\u661fQ4\u8c03\u6da8NAND\u95ea\u5b58\u4ef7\u683c\uff0c\u6da8\u5e45\u8d8510%<\/strong><\/p> <\/p> \u636e\u97e9\u5a92Business Korea\u62a5\u9053\uff0c\u4e09\u661f\u5185\u90e8\u8ba4\u4e3a\u76ee\u524dNAND Flash\u4f9b\u5e94\u4ef7\u683c\u8fc7\u4f4e\uff0c\u516c\u53f8\u8ba1\u5212\u4eca\u5e74\u56db\u5b63\u5ea6\u8d77\uff0c\u8c03\u6da8NAND Flash\u4ea7\u54c1\u7684\u5408\u7ea6\u4ef7\u683c\uff0c\u6da8\u5e45\u572810%\u4ee5\u4e0a\uff1b\u9884\u8ba1\u6700\u5feb\u672c\u6708\u65b0\u5408\u7ea6\u4fbf\u5c06\u91c7\u7528\u65b0\u4ef7\u683c\u3002<\/p> <\/p> \u6b64\u4e3e\u88ab\u89c6\u4e3a\u4e09\u661f\u7535\u5b50\u8bd5\u56fe\u900f\u8fc7\u8ba9\u4ef7\u683c\u6b63\u5e38\u5316\u7684\u7b56\u7565\uff0c\u6765\u9006\u8f6cNAND\u4e1a\u52a1\u7684\u9893\u52bf\uff0c\u6062\u590dNAND\u90e8\u95e8\u83b7\u5229\u80fd\u529b\u7684\u884c\u52a8\u3002<\/p> <\/p> \u4eca\u5e74\u4ee5\u6765\uff0c\u4e09\u661f\u4e00\u76f4\u5949\u884c\u51cf\u4ea7\u6218\u7565\uff0c1\u6708\u30014\u6708\u5df2\u8fde\u7eed\u5ba3\u5e03\u8c03\u6574\u6676\u5706\u6295\u5165\u3002\u6700\u521d\u7684\u51cf\u4ea7\u4e3e\u63aa\u4e3b\u8981\u96c6\u4e2d\u5728DRAM\u9886\u57df\uff0c\u4e4b\u540e\u4e0b\u534a\u5e74\u4e09\u661f\u5f00\u59cb\u7740\u624b\u5927\u5e45\u524a\u51cfNAND Flash\u4e1a\u52a1\u4ea7\u91cf\uff0c\u773c\u4e0b\u6b63\u8bd5\u56fe\u63a8\u52a8NAND\u4ef7\u683c\u6b63\u5e38\u5316\u3002<\/p> <\/p> 04. \u82f1\u7279\u5c14\u5c06\u62c6\u5206FPGA\u4e1a\u52a1\uff0c\u8ba1\u52122-3\u5e74IPO<\/strong><\/p> <\/p> 2023\u5e7410\u67084\u65e5\uff0c\u82f1\u7279\u5c14\u5ba3\u5e03\uff0c\u8be5\u516c\u53f8\u5c06\u5265\u79bb\u5176\u53ef\u7f16\u7a0b\u89e3\u51b3\u65b9\u6848\u90e8\u95e8\uff08PSG\uff09\uff0c\u4f5c\u4e3a\u72ec\u7acb\u4e1a\u52a1\u8fd0\u8425\u3002\u8be5\u4e1a\u52a1\u90e8\u95e8\u8d1f\u8d23\u5f00\u53d1\u82f1\u7279\u5c14\u7684Agilex\u3001Stratix\u548c\u5176\u4ed6FPGA\u4ea7\u54c1\uff0c\u5c06\u4ece2024\u5e74\u7b2c\u4e00\u5b63\u5ea6\u5f00\u59cb\u6210\u4e3a\u82f1\u7279\u5c14\u516c\u53f8\u65d7\u4e0b\u7684\u4e00\u4e2a\u72ec\u7acb\u5b9e\u4f53\uff0c\u957f\u671f\u76ee\u6807\u662f\u5c06\u5728\u63a5\u4e0b\u6765\u4e24\u4e09\u5e74\u7684\u65f6\u95f4\uff0c\u6700\u7ec8\u57282024\u5e74IPO\u4e2d\u51fa\u552e\u90e8\u5206\u4e1a\u52a1\u3002<\/p> <\/p> \u8fd9\u4e00\u4e1a\u52a1\u90e8\u95e8\u7684\u5206\u79bb\u662f\u5728\u82f1\u7279\u5c14\u81ea\u5df1\u627f\u8ba4\u5bf9PSG\u7ba1\u7406\u4e0d\u5584\u4e4b\u9645\u53d1\u751f\u7684\u3002\u867d\u7136PSG\u7684\u8d22\u52a1\u4e1a\u7ee9\u8fde\u7eed\u51e0\u4e2a\u5b63\u5ea6\u521b\u4e0b\u5386\u53f2\u65b0\u9ad8\uff0c\u4f46\u82f1\u7279\u5c14\u8ba4\u4e3a\uff0cPSG\u4e00\u76f4\u672a\u80fd\u6ee1\u8db3FPGA\u771f\u6b63\u9ad8\u589e\u957f\u3001\u9ad8\u76c8\u5229\u7684\u5e02\u573a\u9700\u6c42\uff0c\u4f8b\u5982\u5de5\u4e1a\u3001\u6c7d\u8f66\u3001\u56fd\u9632\u548c\u822a\u7a7a\u822a\u5929\u3002<\/p> <\/p> 05. 2023\u5e74\u4e0b\u534a\u5e74\u4e2d\u56fd\u53f0\u6e7e\u6676\u5706\u4ee3\u5de5\u4ea7\u4e1a\u8d8b\u52bf<\/strong><\/p> <\/p> \u4e2d\u56fd\u53f0\u6e7e\u6676\u5706\u4ee3\u5de5\u884c\u4e1a2023\u5e74\u7684\u603b\u6536\u5165\u9884\u8ba1\u4ec5\u4e3a779\u4ebf\u7f8e\u5143\uff0c\u8f83\u4e00\u5e74\u524d\u4e0b\u964d13%\uff0c\u4f462024\u5e74\u7684\u603b\u6536\u5165\u5c06\u4f1a\u4e0a\u5347\u3002<\/p> <\/p> \u7531\u4e8e\u5e02\u573a\u57282023\u5e74\u4e0a\u534a\u5e74\u9762\u4e34\u5b8f\u89c2\u7ecf\u6d4e\u538b\u529b\uff0c\u5bfc\u81f4\u82af\u7247\u9700\u6c42\u6025\u5267\u4e0b\u964d\uff0cIT\u4ea7\u54c1\u5e93\u5b58\u6d88\u8017\u505c\u6ede\u4e0d\u524d\u3002\u622a\u81f32023\u5e74\u7b2c\u4e8c\u5b63\u5ea6\uff0c\u53f0\u6e7e\u4ee3\u5de5\u5382\u7684\u5e73\u5747\u5229\u7528\u7387\u964d\u81f370%\uff0c\u62d6\u7d2f\u4e86\u5b83\u4eec\u57282023\u5e74\u4e0a\u534a\u5e74\u7684\u6536\u5165\u8868\u73b0\u3002<\/p> <\/p> 2023\u5e74\u4e0b\u534a\u5e74\uff0c\u5e02\u573a\u4e0a\u5c06\u51fa\u73b0\u65b0\u76845G\u667a\u80fd\u624b\u673a\u3001\u7b14\u8bb0\u672c\u7535\u8111\u3001\u4e2a\u4eba\u7535\u8111\u548c\u670d\u52a1\u5668\uff0c\u4f46\u5728\u7cdf\u7cd5\u7684\u5b8f\u89c2\u7ecf\u6d4e\u6761\u4ef6\u4e0b\uff0c\u4f20\u7edf\u7684\u65fa\u5b63\u53ef\u80fd\u4f1a\u53d7\u5230\u6291\u5236\u3002\u5373\u4f7fTSMC\u76843\u7eb3\u7c73\u6536\u5165\u5b9e\u73b0\u8df3\u8dc3\u5f0f\u589e\u957f\uff0c\u4f7f\u53f0\u6e7e\u4ee3\u5de5\u884c\u4e1a\u57282023\u5e74\u4e0b\u534a\u5e74\u7684\u8868\u73b0\u597d\u4e8e2023\u5e74\u4e0a\u534a\u5e74\uff0c\u51762023\u5e74\u5168\u5e74\u6536\u5165\u4ecd\u5c06\u8f832022\u5e74\u6c34\u5e73\u5927\u5e45\u4e0b\u964d\u3002<\/p> <\/p> \u5728\u5145\u6ee1\u6311\u6218\u7684\u5b8f\u89c2\u7ecf\u6d4e\u73af\u5883\u4e0b\uff0cIT\u4f9b\u5e94\u94fe\u7684\u5e93\u5b58\u8c03\u6574\u5df2\u7ecf\u5ef6\u7eed\u52302023\u5e74\u4e0b\u534a\u5e74\uff0c\u6291\u5236\u4e86\u82af\u7247\u9700\u6c42\u3002\u5c55\u671b2024\u5e74\uff0c\u53f0\u6e7e\u4ee3\u5de5\u884c\u4e1a\u7684\u6536\u5165\u6709\u671b\u53cd\u5f39\uff0c\u4f46\u589e\u957f\u53ef\u80fd\u4ecd\u7136\u6709\u9650\u3002<\/p> <\/p> 06. \u5bcc\u58eb\u5eb7\u9884\u8ba12023\u5e74\u7b2c\u56db\u5b63\u5ea6\u6536\u5165\u5c06\u5927\u5e45\u589e\u957f<\/strong><\/p> <\/p> \u5bcc\u58eb\u5eb7(\u9e3f\u6d77\u79d1\u6280)\u9884\u8ba1\uff0c\u53d7\u4e3b\u8981\u5ba2\u6237\u4ea7\u54c1\u51fa\u8d27\u91cf\u5b63\u8282\u6027\u56de\u5347\u7684\u63a8\u52a8\uff0c2023\u5e74\u7b2c\u56db\u5b63\u5ea6\u7684\u6536\u5165\u5c06\u6bd4\u4e0a\u4e00\u5b63\u5ea6\u5927\u5e45\u589e\u957f\u3002\u591a\u5bb6\u673a\u6784\u51fa\u5177\u6700\u65b0\u62a5\u544a\uff0c\u6307\u51fa\u7535\u52a8\u8f66\/\u7535\u6c60\u3001AI\u670d\u52a1\u5668\u5c06\u662f\u9e3f\u6d77\u6269\u5f20\u5168\u7403\u5e02\u5360\u7387\u7684\u5173\u952e\u52a8\u80fd\u3002<\/p> <\/p> 07. \u624b\u673aSoC\u5236\u9020\u5546\u987a\u5229\u51cf\u5c11\u5e93\u5b58<\/strong><\/p> <\/p> \u6765\u81ea\u624b\u673a\u5206\u9500\u6e20\u9053\u7684\u6d88\u606f\u79f0\uff0c\u5e73\u7a33\u7684\u53bb\u5e93\u5b58\u5316\u8868\u660e\u901a\u5e38\u65fa\u5b63\u7684\u8865\u8d27\u5c06\u7167\u5e38\u8fdb\u884c\u3002\u867d\u7136\u52bf\u5934\u53ef\u80fd\u4e0d\u5982\u75ab\u60c5\u65f6\u671f\u90a3\u4e48\u5f3a\u52b2\uff0c\u4f46\u4e5f\u6bd4\u8fc7\u53bb\u597d\u3002<\/p> 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