2024\u5e7402\u670820\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\u82af\u7247\u6b63\u63a8\u52a8\u534a\u5bfc\u4f53\u5e02\u573a\u5f3a\u52b2\u5d1b\u8d77\uff1bVision Pro\u82af\u7247\u5206\u6790\u5f3a\u8c03TI\u662f\u4e3b\u8981\u82af\u7247\u4f9b\u5e94\u5546\uff1b\u4f20NVIDIA AI GPU\u4ea4\u671f\u5927\u51cf\uff0c\u7f29\u81f33~4\u4e2a\u6708\uff1b\u9e3f\u6d77\u8868\u793a\u4eca\u5e74AI\u670d\u52a1\u5668\u4ea7\u54c1\u8d21\u732e\u8425\u6536\u4f1a\u8f83\u660e\u663e......<\/p>
<\/p>
01. \u56fd\u5185\u5ba2\u6237\u63a5\u53d7\u6da8\u4ef7\u8981\u6c42\uff0cDRAM\u63a5\u8fde\u4e09\u4e2a\u6708\u4e0a\u6da8<\/strong><\/p> <\/p> \u65e5\u7ecf\u65b0\u95fb17\u65e5\u62a5\u9053\u79f0\uff0c\u56e0\u4e2d\u56fd\u5ba2\u6237\u63a5\u53d7\u5185\u5b58\u5382\u5546\u7684\u6da8\u4ef7\u8981\u6c42\uff0c\u5e26\u52a8\u5728\u667a\u80fd\u624b\u673a\u3001PC\u3001\u8d44\u6599\u4e2d\u5fc3\u670d\u52a1\u5668\u4e0a\u7528\u4e8e\u50a8\u5b58\u6570\u636e\u7684DRAM\u4ef7\u683c\u8fde\u7eed\u4e09\u4e2a\u6708\u4e0a\u6da8\u30022024\u5e741\u6708\u6307\u6807\u6027\u4ea7\u54c1DDR4 8Gb\u6279\u53d1\u4ef7\uff08\u5927\u5b97\u4ea4\u6613\u4ef7\u683c\uff09\u4e3a\u6bcf\u4e2a1.85\u7f8e\u5143\u5de6\u53f3\uff0c\u8f832023\u5e7412\u6708\u4e0a\u6da89%\uff0c\u5bb9\u91cf\u8f83\u5c0f\u76844Gb\u4ea7\u54c1\u4ef7\u683c\u4e3a\u6bcf\u4e2a1.40\u7f8e\u5143\u5de6\u53f3\uff0c\u8f83\u524d\u4e00\u4e2a\u6708\u4e0a\u6da88%\uff0c\u4ef7\u683c\u5df2\u7ecf\u8fde\u7eed\u4e09\u4e2a\u6708\u4e0a\u6da8\u3002<\/p> <\/p> DRAM\u6279\u53d1\u4ef7\u683c\u4e3a\u5185\u5b58\u5382\u5546\u548c\u5ba2\u6237\u95f4\u6bcf\u4e2a\u6708\u6216\u6bcf\u5b63\u6572\u5b9a\u4e00\u6b21\u3002\u4e0a\u8ff0\u4ef7\u683c\u8c08\u5224\u65f6\u95f4\u4e3a\u6211\u56fd\u519c\u5386\u6625\u8282\u4e4b\u524d\uff0c\u800c\u8d76\u5728\u4f11\u5047\u4e4b\u524d\uff0c\u56fd\u5185\u5ba2\u6237\u5df2\u7ecf\u5f00\u59cb\u589e\u52a0\u91c7\u8d2d\u91cf\u3002<\/p> <\/p> \u62a5\u5bfc\u8fd8\u6307\u51fa\uff0c2024\u5e74\u636e\u6089\u5c06\u8fdb\u5165PC\u6362\u673a\u5faa\u73af\u7684\u521d\u671f\u9636\u6bb5\uff0cDRAM\u9700\u6c42\u770b\u589e\u3002\u6b64\u5916\uff0c\u9664\u4e2d\u56fd\u5ba2\u6237\u4e4b\u5916\uff0c\u56fd\u9645PC\u5927\u5382\u4e5f\u63a5\u53d7\u6da8\u4ef7\u3002<\/p> <\/p> 02. \u5185\u5b58\u82af\u7247\u6b63\u63a8\u52a8\u534a\u5bfc\u4f53\u5e02\u573a\u5f3a\u52b2\u5d1b\u8d77<\/strong><\/p> <\/p> \u6839\u636eWSTS\u7684\u6570\u636e\uff0c\u5168\u7403\u534a\u5bfc\u4f53\u5e02\u573a\u57284Q 2023\u5e74\u5c06\u589e\u957f8.4%\u30028.4%\u7684\u589e\u5e45\u662f\u81ea2Q 2021\u5e749.1%\u4ee5\u6765\u7684\u6700\u9ad8\u5b63\u5ea6\u73af\u6bd4\u589e\u5e45\u3002\u8fd9\u4e5f\u662f20\u5e74\u67654Q\u7b2c\u4e09\u5b63\u5ea6\u7684\u6700\u9ad8\u589e\u5e45\uff0c\u81ea2003\u5e74\u57284Q\u589e\u957f11%\u4ee5\u6765\u3002\u5728\u8fde\u7eed\u4e94\u4e2a\u5b63\u5ea6\u540c\u6bd4\u8d1f\u589e\u957f\u540e\uff0c4Q 2023\u5e74\u540c\u6bd4\u589e\u957f11.6%\u3002<\/p> <\/p> 4Q 2023\u5e74\u7684\u5f3a\u52b2\u589e\u957f\u4e3b\u8981\u662f\u7531\u5185\u5b58\u82af\u7247\u63a8\u52a8\u7684\u3002\u636e\u62a5\u9053\uff0c\u4e3b\u8981\u5185\u5b58\u516c\u53f8\u57284Q\u7684\u6536\u5165\u5747\u5b9e\u73b0\u4e86\u5065\u5eb7\u589e\u957f\u3002\u4ee5\u7f8e\u5143\u8ba1\uff0c\u4e09\u661f\u7684\u5185\u5b58\u4e1a\u52a1\u589e\u957f\u4e8649%\uff0cSK\u6d77\u529b\u58eb\u589e\u957f\u4e8624.1%\uff0c\u7f8e\u5149\u79d1\u6280\u589e\u957f\u4e8617.9%\u3002\u975e\u5185\u5b58\u516c\u53f8\u4e2d\u589e\u5e45\u6700\u9ad8\u7684\u662f\u8054\u53d1\u79d1\u768417.7%\u3001\u9ad8\u901a\u768414.2%\u548c\u82f1\u4f1f\u8fbe\u768410.4%\u3002\u8fd9\u4e9b\u975e\u5185\u5b58\u516c\u53f8\u4e2d\u6709\u4e03\u5bb6\u6536\u5165\u964d\u4f4e\uff0c\u964d\u5e45\u6700\u5927\u7684\u662f\u82f1\u98de\u51cc\u3001\u5fb7\u5dde\u4eea\u5668\u548cADI\uff0c\u964d\u5e45\u5206\u522b\u4e3a10.2%\u300110.0%\u548c8.0%\u3002<\/p> <\/p> \u9664\u4e86\u5185\u5b58\u516c\u53f8\u4ee5\u5916\uff0c1Q 2024\u5e74\u7684\u6536\u5165\u4e0e4Q 2023\u5e74\u7684\u6536\u5165\u76f8\u6bd4\u5927\u591a\u662f\u8d1f\u9762\u7684\u3002\u7f8e\u5149\u9884\u8ba1\u589e\u957f12.1%\u3002\u4e09\u661f\u548cSK\u6d77\u529b\u58eb\u6ca1\u6709\u63d0\u4f9b\u5177\u4f53\u6307\u5f15\uff0c\u4f46\u90fd\u8868\u793a\u5185\u5b58\u9700\u6c42\u6301\u7eed\u5f3a\u52b2\u3002\u63d0\u4f9b\u6536\u5165\u6307\u5bfc\u7684\u4e5d\u5bb6\u975e\u5185\u5b58\u516c\u53f8\u9884\u8ba11Q 2024\u5e74\u7684\u4e0b\u964d\u5e45\u5ea6\u4ece\u82f1\u98de\u51cc\u76842.8%\u5230\u82f1\u7279\u5c14\u768417.6%\u4e0d\u7b49\u3002\u9884\u671f\u7684\u4e0b\u964d\u5f52\u548e\u4e8e\u5b63\u8282\u6027\u3001\u5e93\u5b58\u8fc7\u5269\u548c\u5de5\u4e1a\u90e8\u95e8\u7684\u75b2\u8f6f\u3002<\/p> <\/p> 03. \u516d\u5927\u4ee3\u5de5\u5382\u8d22\u62a5\u62ab\u9732\u534a\u5bfc\u4f53\u884c\u4e1a\u590d\u82cf\u72b6\u51b5<\/strong><\/p> <\/p> \u5168\u7403\u516d\u5bb6\u9886\u5148\u534a\u5bfc\u4f53\u4ee3\u5de5\u5382\u53d1\u5e03\u76842023\u5e74\u7b2c\u56db\u5b63\u5ea6\u6700\u65b0\u8d22\u52a1\u62a5\u544a\u663e\u793a\u51fa\u5bf92024\u5e74\u534a\u5bfc\u4f53\u884c\u4e1a\u590d\u82cf\u7684\u4e50\u89c2\u6001\u5ea6\u3002<\/p> <\/p> \u53f0\u79ef\u7535\u7b2c\u56db\u5b63\u5ea6\u8425\u6536\u540c\u6bd4\u5fae\u964d1.5%\uff0c\u81f3196.2\u4ebf\u7f8e\u5143\uff0c\u4f46\u73af\u6bd4\u589e\u957f13.6%\u3002\u8be5\u516c\u53f8\u9884\u6d4b2024\u5e74\u534a\u5bfc\u4f53\u5e02\u573a\uff08\u4e0d\u5305\u62ec\u5b58\u50a8\u5668\uff09\u5c06\u589e\u957f10%\u4ee5\u4e0a\uff0c\u6676\u5706\u5236\u9020\u884c\u4e1a\u5c06\u589e\u957f20%\u5de6\u53f3\u3002<\/p> <\/p> \u4e09\u661f\u7535\u5b50\u7b2c\u56db\u5b63\u5ea6DS\u90e8\u95e8\u62a5\u544a\u6536\u5165162.7\u4ebf\u7f8e\u5143\uff08\u5904\u4e8e\u4e8f\u635f\u72b6\u6001\uff09\u3002\u5c3d\u7ba1\u9762\u4e34\u6311\u6218\uff0c\u4e09\u661f\u4ecd\u4e13\u6ce8\u4e8e\u63a8\u8fdb3\u7eb3\u7c73\u548c2\u7eb3\u7c73GAA\u5de5\u827a\u6280\u672f\uff0c\u9884\u8ba12024\u5e74\u667a\u80fd\u624b\u673a\u548cPC\u9700\u6c42\u5c06\u590d\u82cf\uff0c\u4f7f\u6676\u5706\u4ee3\u5de5\u5e02\u573a\u6062\u590d\u6614\u65e5\u7e41\u8363\u3002<\/p> <\/p> \u82f1\u7279\u5c14\u7b2c\u56db\u5b63\u5ea6\u6536\u76ca\u589e\u957f10%\uff0c\u81f3154.06\u4ebf\u7f8e\u5143\uff0c\u5176\u4ee3\u5de5\u4e1a\u52a1\u6536\u5165\u589e\u957f63%\uff0c\u81f32.91\u4ebf\u7f8e\u5143\u3002\u5c3d\u7ba1\u5176\u6838\u5fc3\u4e2a\u4eba\u7535\u8111\u548c\u670d\u52a1\u5668\u9886\u57df\u7684\u5b63\u8282\u6027\u9700\u6c42\u4e0b\u6ed1\uff0c\u4f46\u82f1\u7279\u5c14\u7684\u4eba\u5de5\u667a\u80fd\u82af\u7247\u5df2\u79ef\u7d2f\u4e8620\u4ebf\u7f8e\u5143\u7684\u8ba2\u5355\uff0c\u9884\u8ba1\u4eca\u5e74\u4e0b\u534a\u5e74\u7684\u9500\u552e\u5c06\u6709\u6240\u6539\u5584\u3002<\/p> <\/p> GlobalFoundries\u62a5\u544a\u7b2c\u56db\u5b63\u5ea6\u6536\u5165\u4e0b\u964d12%\uff0c\u81f318.5\u4ebf\u7f8e\u5143\u3002\u8be5\u516c\u53f8\u9884\u8ba11Q24\u8425\u6536\u5c06\u572815\u4ebf\u7f8e\u5143\u81f315.4\u4ebf\u7f8e\u5143\u4e4b\u95f4\uff0c\u4e3b\u8981\u662f\u7531\u4e8e\u5f53\u524d\u5168\u884c\u4e1a\u82af\u7247\u5e93\u5b58\u8c03\u6574\u3002<\/p> <\/p> UMC\u62ab\u9732\u7b2c\u56db\u5b63\u5ea6\u6536\u5165\u540c\u6bd4\u4e0b\u964d19%\uff0c\u81f317.9\u4ebf\u7f8e\u5143\u3002\u8be5\u516c\u53f8\u8868\u793a\uff0c\u7531\u4e8e\u5168\u7403\u7ecf\u6d4e\u73af\u5883\u5145\u6ee1\u6311\u6218\uff0c\u534a\u5bfc\u4f53\u884c\u4e1a\u5e93\u5b58\u8c03\u6574\u671f\u5ef6\u957f\uff0c\u5bfc\u81f4\u6676\u5706\u51fa\u8d27\u91cf\u548c\u4ea7\u80fd\u5229\u7528\u7387\u7565\u6709\u4e0b\u964d\u3002UMC\u9884\u8ba1\u7b2c\u4e00\u5b63\u5ea6\u6676\u5706\u9700\u6c42\u5c06\u9010\u6b65\u4e0a\u5347\u3002<\/p> <\/p> SMIC\u62a5\u544a\u7b2c\u56db\u5b63\u5ea6\u6536\u5165\u5c0f\u5e45\u589e\u957f\u81f316.8\u4ebf\u7f8e\u5143\uff0c\u9884\u8ba1\u7b2c\u4e00\u5b63\u5ea6\u589e\u957f0-2%\u3002\u5c3d\u7ba1\u53bb\u5e74\u51fa\u73b0\u4e86\u5468\u671f\u6027\u4f4e\u70b9\u548c\u7ade\u4e89\u538b\u529b\uff0c\u4f46SMIC\u9884\u8ba1\u51762024\u5e74\u7684\u6536\u5165\u589e\u957f\u5c06\u81f3\u5c11\u4e0e\u884c\u4e1a\u5e73\u5747\u6c34\u5e73\u6301\u5e73\uff0c\u8d44\u672c\u652f\u51fa\u5c06\u4e0e2023\u5e74\u6301\u5e73\u3002<\/p> <\/p> 04. \u4f20NVIDIA AI GPU\u4ea4\u671f\u5927\u51cf\uff0c\u7f29\u81f33~4\u4e2a\u6708<\/strong><\/p> <\/p> NVIDIA\u4f9b\u5e94\u94fe\u591a\u5143\u5316\u7684\u52aa\u529b\u4f3c\u4e4e\u89c1\u5230\u6210\u6548\uff0c\u636e\u745e\u94f6\uff08UBS\uff09\u5206\u6790\u5e08\u8868\u793a\uff0cNVIDIA GPU\u4ea4\u671f\u5df2\u5927\u4e3a\u7f29\u77ed\uff0c\u5982\u4eca\u4ec5\u9700\u7b49\u5f853~4\u4e2a\u6708\uff0c\u6bd4\u8d772023\u5e74\u5e95\u8fd8\u9700\u7b49\u5f858~11\u4e2a\u6708\u660e\u663e\u51cf\u5c11\u7b49\u5f85\u65f6\u95f4\u3002<\/p> <\/p> \u4f46\u745e\u94f6\u8868\u793a\uff0c\u8fd9\u79cd\u60c5\u51b5\u4e5f\u662f\u4e00\u628a\u53cc\u9762\u5203\u3002\u4e00\u65b9\u9762\uff0c\u8fd9\u8868\u660e\u82f1\u4f1f\u8fbe\u7684\u751f\u4ea7\u5408\u4f5c\u4f19\u4f34\u53f0\u79ef\u7535\u6b63\u5728\u6269\u5927\u5176CoWoS\u5c01\u88c5\u4ea7\u80fd\uff0c\u8fd9\u610f\u5473\u7740\u66f4\u597d\u7684\u4f9b\u5e94\u548c\u66f4\u5feb\u7684\u901f\u5ea6\u8fdb\u884c\u8ba2\u5355\u4ea4\u6613\u3002\u8fd9\u79cd\u6548\u7387\u53ef\u80fd\u4f1a\u5e26\u6765\u77ed\u671f\u6536\u5165\u548c\u5229\u6da6\u7684\u6210\u957f\uff0c\u56e0\u4e3a\u516c\u53f8\u53ef\u4ee5\u5728\u66f4\u77ed\u7684\u65f6\u95f4\u5185\u8fd0\u9001\u66f4\u591a\u4ea7\u54c1\u3002<\/p> <\/p> \u53e6\u4e00\u65b9\u9762\uff0c\u968f\u7740\u4ea4\u8d27\u65f6\u95f4\u52a0\u5feb\uff0c\u82f1\u4f1f\u8fbe\u5c06\u4ece\u6839\u636e\u79ef\u538b\u8ba2\u5355\u548c\u65b0\u8ba2\u5355\u53d1\u8d27\uff0c\u8f6c\u53d8\u4e3a\u4ec5\u6839\u636e\u65b0\u8ba2\u5355\u53d1\u8d27\uff0c\u8fd9\u53ef\u80fd\u4f1a\u5bfc\u81f4\u8425\u6536\u4e0b\u964d\u3002<\/p> <\/p> \u53d7\u7f8e\u56fd\u51fa\u53e3\u7ba1\u5236\u9650\u5236\uff0c\u82f1\u4f1f\u8fbe\u65e0\u6cd5\u5411\u4e2d\u56fd\u8fd0\u9001\u529f\u80fd\u9f50\u5168\u7684H100\uff0c\u8fd9\u5df2\u5bfc\u81f4\u4e2d\u56fd\u7684\u9700\u6c42\u4e0b\u964d\uff0c\u4f46\u76ee\u524d\u5c1a\u4e0d\u6e05\u695a\u8fd9\u4e00\u60c5\u51b5\u662f\u5426\u5e2e\u52a9\u4e86H100\u4ea4\u8d27\u65f6\u95f4\u7684\u7f29\u51cf\u3002<\/p> <\/p> 05. Vision Pro\u82af\u7247\u5206\u6790\u5f3a\u8c03TI\u662f\u4e3b\u8981\u82af\u7247\u4f9b\u5e94\u5546<\/strong><\/p> <\/p> \u5c3d\u7ba1\u4e2d\u7f8e\u79d1\u6280\u535a\u5f08\u6301\u7eed\u6fc0\u70c8\uff0c\u4f46\u82f9\u679c\u4e00\u76f4\u5728\u9010\u6e10\u503e\u5411\u4e8e\u66f4\u591a\u5143\u5316\u7684\u4f9b\u5e94\u94fe\uff0c\u5c24\u5176\u662f\u5728\u5176\u6700\u65b0\u53ef\u7a7f\u6234\u8bbe\u5907Vision Pro\u7684\u751f\u4ea7\u4e2d\u3002<\/p> <\/p> \u6839\u636e\u77e5\u540d\u62c6\u89e3\u7f51\u7ad9iFixit\u5bf9\u5176\u5185\u90e8\u7ec4\u4ef6\u7684\u6df1\u5165\u62c6\u89e3\uff0c\u53d1\u73b0\u5728Vision Pro\u4e3b\u5355\u5143\u3001\u626c\u58f0\u5668\u548c\u5916\u90e8\u7535\u6e90\u5185\uff0c\u4e0d\u4ec5\u6709\u82f9\u679c\u81ea\u7814\u7684\u5904\u7406\u5668\u82af\u7247\uff0c\u8fd8\u6709\u591a\u4e2a\u82f9\u679c\u8bbe\u8ba1\u7684\u7535\u6e90\u7ba1\u7406\u82af\u7247\u3002\u503c\u5f97\u6ce8\u610f\u7684\u662f\uff0cTI\u662fVision Pro\u7684\u4e3b\u8981\u82af\u7247\u4f9b\u5e94\u5546\u3002<\/p> <\/p> \u53e6\u5916\u636e\u6089\uff0cNOR\u95ea\u5b58\u7b49\u5176\u4ed6\u7ec4\u4ef6\u6765\u81ea\u5236\u9020\u5546\u6280\u5609\uff0c\u7ec4\u88c5\u4e1a\u52a1\u4ece\u6b64\u524d\u4f9d\u8d56\u7684\u4e2d\u56fd\u53f0\u6e7e\u5de5\u5382\u8f6c\u79fb\u5230\u4e86\u7acb\u8baf\u7cbe\u5bc6\u3002<\/p> <\/p> \u4e8b\u5b9e\u4e0a\uff0c\u8fd1\u5e74\u6765\uff0c\u82f9\u679c\u7684iPhone\u3001MacBook\u3001iPad\u3001Apple Watch\u548cAirPods\u7b49\u4ea7\u54c1\u5728\u7ec4\u88c5\u9886\u57df\u503e\u5411\u4e8e\u7acb\u8baf\u7cbe\u5bc6\u3001\u95fb\u6cf0\u79d1\u6280\u3001\u6bd4\u4e9a\u8fea\u548c\u6b4c\u5c14\u80a1\u4efd\u7b49\u4f9b\u5e94\u5546\uff0c\u800c\u82f9\u679c\u8fc7\u53bb\u4e25\u91cd\u4f9d\u8d56\u7684\u5bcc\u58eb\u5eb7\u3001\u5e7f\u8fbe\u3001\u548c\u7855\u548c\u4ec1\u5b9d\u7b49\u4e2d\u56fd\u53f0\u6e7e\u4f9b\u5e94\u5546\u6b63\u9010\u6e10\u6de1\u51fa\u4f9b\u5e94\u94fe\u3002<\/p> <\/p> 06. ASML\u8d85\u8d8a\u5e94\u6750\uff0c\u6210\u5168\u7403\u6700\u5927\u6676\u5706\u5382\u8bbe\u5907\u5236\u9020<\/strong>\u5546<\/p> <\/p> \u5728\u6676\u5706\u5382\u8bbe\u5907\u9700\u6c42\u6301\u7eed\u6fc0\u589e\u4e0b\uff0cASML\u53bb\u5e74\u6210\u529f\u8d85\u8d8a\u957f\u671f\u9886\u5148\u7684\u5e94\u7528\u6750\u6599\uff08Applied Materials\uff0c\u7b80\u79f0\u201c\u5e94\u6750\u201d\uff09\uff0c\u6210\u4e3a\u5168\u7403\u6700\u5927\u7684\u6676\u5706\u5382\u8bbe\u5907\u5236\u9020\u5546\u3002<\/p> <\/p> \u62a5\u544a\u6307\u51fa\uff0cASML\u57282023\u5e74\u8425\u6536\u8fbe298.3\u4ebf\u7f8e\u5143\uff0c\u76f8\u6bd4\u4e4b\u4e0b\uff0c\u5e94\u6750\u8425\u6536\u4e3a265.2\u4ebf\u7f8e\u5143\u3002<\/p> <\/p> ASML\u4e4b\u6240\u4ee5\u8d85\u8d8a\u5e94\u6750\u6709\u591a\u9879\u539f\u56e0\uff0cASML\u57282023\u5e74\u786e\u8ba453\u6b3eLow-NA EUV Twinscan NXE\u8bbe\u5907\u8425\u6536\uff0c\u6bcf\u6b3e\u8bbe\u5907\u4ef7\u683c\u7ea61.83\u4ebf\u7f8e\u5143\uff0c\u6b64\u5916\u8fd8\u6709125\u4e2aDUV\u66dd\u5149\u8bbe\u5907\u7684\u8425\u6536\u6210\u957f\u3002ASML\u57282023\u5e749\u6708\u4ee5\u524d\u90fd\u53ef\u9500\u552e\u8bbe\u5907\u7ed9\u4e2d\u56fd\u5ba2\u6237\uff0c\u76f8\u6bd4\u4e4b\u4e0b\uff0c\u5e94\u6750\u90e8\u5206\u4ea7\u54c1\u9500\u552e\u53d7\u7f8e\u56fd\u51fa\u53e3\u89c4\u5219\u5f71\u54cd\u3002<\/p> <\/p> \u867d\u7136ASML\u6210\u5c31\u4ee4\u4eba\u77a9\u76ee\uff0c\u4f46\u56e0\u4e3a\u5e94\u6750\u6ca1\u751f\u4ea7\u66dd\u5149\u8bbe\u5907\uff0cASML\u4e5f\u6ca1\u6709\u751f\u4ea7\u7528\u4e8e\u5176\u4ed6\u5236\u7a0b\u6b65\u9aa4\u7684\u8bbe\u5907\u3002\u5b9e\u9645\u4e0a\uff0c\u76ee\u524d\u51e0\u4e4e\u6ca1\u6709\u516c\u53f8\u80fd\u5728\u65e0\u5e94\u6750\u3001ASML\u3001\u79d1\u78ca\uff08KLA\uff09\u548c\u4e1c\u4eac\u5a01\u529b\u79d1\u521b\u7684\u8bbe\u5907\u4e0b\u8425\u8fd0\u3002<\/p> <\/p> 07. \u9e3f\u6d77\uff1a\u4eca\u5e74AI\u670d\u52a1\u5668\u4ea7\u54c1\u8d21\u732e\u8425\u6536\u4f1a\u8f83\u660e\u663e<\/strong><\/p> <\/p> \u5728\u4eca\u5e74\u7684\u9e3f\u6d77\u5f00\u5de5\u4eea\u5f0f\u4e0a\uff0c\u53d1\u8a00\u4eba\u5deb\u4fca\u6bc5\u8868\u793a\uff0c\u4eca\u5e74\u4eba\u5de5\u667a\u80fd\uff08AI\uff09\u76f8\u5173\u670d\u52a1\u5668\u4ea7\u54c1\u4f1a\u662f\u4e3b\u8981\u6210\u957f\u6765\u6e90\uff0c\u7535\u52a8\u8f66\u6240\u6709\u56fd\u9645\u54c1\u724c\u8f66\u5382\uff0c\u90fd\u662f\u9e3f\u6d77\u7684\u6f5c\u5728\u5ba2\u6237\uff0c\u96c6\u56e2\u79ef\u6781\u63a5\u6d3d\u4e89\u53d6\u3002<\/p> <\/p> 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