{"id":2627,"date":"2024-09-02T16:39:52","date_gmt":"2024-09-02T08:39:52","guid":{"rendered":"https:\/\/depend-ele.com\/?p=2627"},"modified":"2024-09-02T16:39:56","modified_gmt":"2024-09-02T08:39:56","slug":"%e4%b8%80%e5%91%a8%e8%8a%af%e9%97%bb%e4%b8%a8%e6%97%a5%e6%9c%acpc%e5%b8%82%e5%9c%ba%e9%80%86%e5%8a%bf%e5%a2%9e%e9%95%bf%ef%bc%8c%e9%ab%98%e9%80%9a%e5%92%8csk%e6%b5%b7%e5%8a%9b","status":"publish","type":"post","link":"https:\/\/depend-ele.com\/zh\/%e4%b8%80%e5%91%a8%e8%8a%af%e9%97%bb%e4%b8%a8%e6%97%a5%e6%9c%acpc%e5%b8%82%e5%9c%ba%e9%80%86%e5%8a%bf%e5%a2%9e%e9%95%bf%ef%bc%8c%e9%ab%98%e9%80%9a%e5%92%8csk%e6%b5%b7%e5%8a%9b\/","title":{"rendered":"\u4e00\u5468\u201c\u82af\u95fb\u201d\u4e28\u65e5\u672cPC\u5e02\u573a\u9006\u52bf\u589e\u957f\uff0c\u9ad8\u901a\u548cSK\u6d77\u529b\u58eb\u5206\u522b\u63a8\u52a8\u7269\u8054\u7f51\u548c\u5185\u5b58\u6280\u672f\u8fed\u4ee3..."},"content":{"rendered":"\n

2024\u5e7409\u670802\u65e5\uff0c\u5f97\u670b\u7535\u5b50\uff08DEPEND\uff09\u4e3a\u60a8\u64ad\u62a5\u534a\u5bfc\u4f53\u5e02\u573a\u201c\u4e00\u5468\u82af\u95fb\u201d\u3002\u65e5\u672c\u534a\u5bfc\u4f53\u9500\u552e\u989d\u7684\u6301\u7eed\u4e0a\u6da8\u5f70\u663e\u4e86\u6280\u672f\u8fdb\u6b65\u7684\u5546\u4e1a\u4ef7\u503c\u3002\u540c\u65f6\uff0c\u56fd\u9645\u8d38\u6613\u653f\u7b56\u7684\u53d8\u52a8\uff0c\u5982\u52a0\u62ff\u5927\u5bf9\u4e2d\u56fd\u7535\u52a8\u6c7d\u8f66\u7684\u5173\u7a0e\u8c03\u6574\uff0c\u5171\u540c\u52fe\u52d2\u51fa\u4e00\u4e2a\u5145\u6ee1\u6311\u6218\u4e0e\u673a\u9047\u7684\u884c\u4e1a\u5168\u666f\u3002<\/p>\n\n\n\n

1. 7\u6708\u65e5\u672c\u534a\u5bfc\u4f53\u8bbe\u5907\u9500\u552e\u989d\u540c\u6bd4\u5927\u589e23.6%<\/strong><\/h2>\n\n\n\n

\u636e\u65e5\u672c\u534a\u5bfc\u4f53\u5236\u9020\u88c5\u7f6e\u534f\u4f1a\u5904(SEAJ)\u6570\u636e\uff0c2024\u5e747\u6708\uff0c\u65e5\u672c\u534a\u5bfc\u4f53\u8bbe\u5907\u9500\u552e\u989d\u540c\u6bd4\u589e\u957f23.6%\uff0c\u8fde\u7eed\u7b2c\u56db\u4e2a\u6708\u5b9e\u73b0\u4e24\u4f4d\u6570\u589e\u957f\uff0c\u8fbe\u52303,480.92\u4ebf\u65e5\u5143\uff08\u7ea6\u5408171.9\u4ebf\u4eba\u6c11\u5e01\uff09\uff0c\u8fde\u7eed\u7b2c\u4e5d\u4e2a\u6708\u7a81\u78343,000\u4ebf\u65e5\u5143\u5927\u5173\u3002\u4e0e\u524d\u6708\u76f8\u6bd4\uff0c\u9500\u552e\u989d\u589e\u957f1.2%\uff0c\u4e3a9\u4e2a\u6708\u6765\u7b2c8\u6b21\u6708\u589e\u30022024\u5e741-7\u6708\u7d2f\u8ba1\u9500\u552e\u989d\u8fbe2\u51464,801.15\u4ebf\u65e5\u5143\uff0c\u540c\u6bd4\u589e\u957f16.7%\uff0c\u521b\u5386\u53f2\u540c\u671f\u65b0\u9ad8\u3002\u65e5\u672c\u5728\u5168\u7403\u534a\u5bfc\u4f53\u8bbe\u5907\u5e02\u573a\u7684\u9500\u552e\u989d\u5360\u6bd4\u8fbe30%\uff0c\u4ec5\u6b21\u4e8e\u7f8e\u56fd\uff0c\u4f4d\u5c45\u5168\u7403\u7b2c\u4e8c\u3002Tokyo Electron\u9884\u6d4b\uff0c\u53d7AI\u670d\u52a1\u5668\u6295\u8d44\u63a8\u52a8\uff0c2024\u5e74\u5168\u7403\u82af\u7247\u524d\u7aef\u5236\u9020\u8bbe\u5907\u5e02\u573a\u89c4\u6a21\u5c06\u8d85\u8fc71,000\u4ebf\u7f8e\u5143\uff0c\u9884\u8ba12025\u5e74\u5c06\u5b9e\u73b0\u4e24\u4f4d\u6570\u589e\u957f\u3002<\/p>\n\n\n\n

2. \u81ea10\u67081\u65e5\u8d77\uff0c\u52a0\u62ff\u5927\u5c06\u5bf9\u4e2d\u56fd\u7535\u52a8\u6c7d\u8f66\u52a0\u5f81100%\u5173\u7a0e<\/strong><\/h2>\n\n\n\n

\u52a0\u62ff\u5927\u5ba3\u5e03\u81ea10\u67081\u65e5\u8d77\u5bf9\u4ece\u4e2d\u56fd\u8fdb\u53e3\u7684\u7535\u52a8\u6c7d\u8f66\u5f81\u6536100%\u9644\u52a0\u5173\u7a0e\uff0c\u5e76\u5bf9\u4e2d\u56fd\u94a2\u94c1\u548c\u94dd\u52a0\u5f8125%\u5173\u7a0e\u3002\u6b64\u4e3e\u65e8\u5728\u62b5\u6d88\u4e2d\u56fd\u7535\u52a8\u6c7d\u8f66\u7684\u8865\u8d34\u653f\u7b56\uff0c\u4fdd\u62a4\u52a0\u62ff\u5927\u5e02\u573a\u7ade\u4e89\u529b\u3002\u52a0\u62ff\u5927\u603b\u7406Trudeau\u6697\u793a\u53ef\u80fd\u8fdb\u4e00\u6b65\u5bf9\u4e2d\u56fd\u82af\u7247\u548c\u592a\u9633\u80fd\u7535\u6c60\u52a0\u5f81\u5173\u7a0e\u3002\u6b64\u524d\u7f8e\u56fd\u5df2\u63d0\u5347\u4e2d\u56fd\u7535\u52a8\u6c7d\u8f66\u5173\u7a0e\u81f3100%\uff0c\u6b27\u76df\u4e5f\u5bf9\u4e2d\u56fd\u90e8\u5206\u7535\u52a8\u6c7d\u8f66\u5f81\u6536\u9ad8\u8fbe36.3%\u7684\u5173\u7a0e\u3002<\/p>\n\n\n\n

3. \u9ad8\u901a\u6536\u8d2dSequans\u76844G\u7269\u8054\u7f51\u6280\u672f<\/strong><\/h2>\n\n\n\n

\u9ad8\u901a\u516c\u53f8\u5ba3\u5e03\uff0c\u5176\u5b50\u516c\u53f8\u9ad8\u901a\u6280\u672f\u5df2\u6536\u8d2d\u4e86Sequans\u76844G\u7269\u8054\u7f51\u6280\u672f\u3002Sequans\u662f\u4e3a\u7269\u8054\u7f51\u5e94\u7528\u63d0\u4f9b4G\u548c5G\u534a\u5bfc\u4f53\u89e3\u51b3\u65b9\u6848\u7684\u4f9b\u5e94\u5546\u3002\u6b64\u6b21\u6536\u8d2d\u5305\u62ec\u7279\u5b9a\u5458\u5de5\u3001\u8d44\u4ea7\u548c\u8bb8\u53ef\u8bc1\uff0c\u5e76\u4e14\u987b\u9075\u5b88\u5e38\u89c4\u7684\u4ea4\u6613\u5b8c\u6210\u6761\u4ef6\uff0c\u5305\u62ec\u83b7\u5f97\u6cd5\u56fd\u76d1\u7ba1\u673a\u6784\u7684\u6279\u51c6\u3002<\/p>\n\n\n\n

\u901a\u8fc7\u5c06Sequans\u76844G\u7269\u8054\u7f51\u6280\u672f\u6574\u5408\u5230\u73b0\u6709\u89e3\u51b3\u65b9\u6848\u4e2d\uff0c\u9ad8\u901a\u7684\u5de5\u4e1a\u7269\u8054\u7f51\u4ea7\u54c1\u7ec4\u5408\u5f97\u5230\u4e86\u52a0\u5f3a\u3002\u9ad8\u901a\u65e8\u5728\u901a\u8fc7\u66f4\u53ef\u9760\u3001\u4f18\u5316\u7684\u4f4e\u529f\u8017\u8702\u7a9d\u8fde\u63a5\uff0c\u589e\u5f3a\u5176\u5bf9\u4f01\u4e1a\u5ba2\u6237\u7684\u670d\u52a1\uff0c\u63a8\u52a8\u6570\u5b57\u5316\u8f6c\u578b\uff0c\u63d0\u9ad8\u8fd0\u8425\u6548\u7387\uff0c\u5e76\u5f00\u8f9f\u521b\u65b0\u7684\u65b0\u9014\u5f84\u3002<\/p>\n\n\n\n

\u9ad8\u901a\u6280\u672f\u6c7d\u8f66\u3001\u5de5\u4e1a\u4e0e\u7269\u8054\u7f51\u4ee5\u53ca\u4e91\u8ba1\u7b97\u90e8\u95e8\u7684\u603b\u7ecf\u7406Nakul Duggal\u8868\u793a\uff0c\u6b64\u6b21\u6536\u8d2d\u6269\u5c55\u4e86\u9ad8\u901a\u7684\u4ea7\u54c1\u7ec4\u5408\uff0c\u8fdb\u4e00\u6b65\u5de9\u56fa\u4e86\u5176\u5728\u7269\u8054\u7f51\u5e02\u573a\u7684\u7ade\u4e89\u4f18\u52bf\uff0c\u7279\u522b\u662f\u5728\u8fb9\u7f18\u667a\u80fd\u548c\u9ad8\u6027\u80fd\u5904\u7406\u7b49\u9886\u57df\u3002<\/p>\n\n\n\n

Sequans\u5c06\u901a\u8fc7\u4e00\u9879\u6c38\u4e45\u8bb8\u53ef\u534f\u8bae\u4fdd\u7559\u5546\u4e1a\u4f7f\u7528\u8be5\u6280\u672f\u7684\u6743\u5229\uff0c\u4f7f\u516c\u53f8\u80fd\u591f\u7ee7\u7eed\u6269\u5927\u51764G\u4e1a\u52a1\u5e76\u5f00\u53d1\u51765G\u4ea7\u54c1\u7ebf\u3002Sequans\u9996\u5e2d\u6267\u884c\u5b98Georges Karam\u5f3a\u8c03\uff0c\u6b64\u6b21\u4ea4\u6613\u4e0d\u4ec5\u51f8\u663e\u4e86Sequans 4G\u7269\u8054\u7f51\u6280\u672f\u7684\u4ef7\u503c\uff0c\u800c\u4e14\u8fd8\u63d0\u4f9b\u4e86\u8fdb\u4e00\u6b65\u6295\u8d44\u7269\u8054\u7f51\u4e1a\u52a1\u548c\u589e\u5f3a\u5e02\u573a\u5730\u4f4d\u6240\u9700\u7684\u8d44\u672c\u3002<\/p>\n\n\n\n

4. \u60e0\u666e\u83b7\u7f8e\u56fd\u5546\u52a1\u90e85000\u4e07\u7f8e\u5143\u8d44\u91d1\u652f\u6301<\/strong><\/h2>\n\n\n\n

\u60e0\u666e\u516c\u53f8\u4e0e\u7f8e\u56fd\u5546\u52a1\u90e8\u7b7e\u7f72\u4e86\u521d\u6b65\u6761\u6b3e\u5907\u5fd8\u5f55\uff0c\u5c06\u6839\u636e\u300a\u82af\u7247\u548c\u79d1\u5b66\u6cd5\u6848\u300b\u83b7\u5f975000\u4e07\u7f8e\u5143\u8d44\u91d1\u652f\u6301\uff0c\u7528\u4e8e\u6269\u5efa\u548c\u73b0\u4ee3\u5316\u5176\u5728\u4fc4\u52d2\u5188\u5dde\u79d1\u74e6\u5229\u65af\u7684\u73b0\u6709\u5de5\u5382\uff0c\u9884\u8ba1\u521b\u9020\u7ea6250\u4e2a\u5de5\u4f5c\u5c97\u4f4d\u3002\u8fd9\u7b14\u8d44\u91d1\u8fd8\u5c06\u652f\u6301\u7845\u5668\u4ef6\u7684\u5236\u9020\uff0c\u8fd9\u4e9b\u5668\u4ef6\u662f\u751f\u547d\u79d1\u5b66\u5b9e\u9a8c\u5ba4\u8bbe\u5907\u7684\u5173\u952e\u90e8\u4ef6\uff0c\u5bf9\u836f\u7269\u53d1\u73b0\u548c\u7ec6\u80de\u7814\u7a76\u81f3\u5173\u91cd\u8981\u3002<\/p>\n\n\n\n

\u300a\u82af\u7247\u4e0e\u79d1\u5b66\u6cd5\u6848\u300b\u662f\u7f8e\u56fd\u4e3a\u91cd\u632f\u534a\u5bfc\u4f53\u4ea7\u4e1a\u800c\u9881\u5e03\u7684\u6cd5\u6848\uff0c\u63d0\u4f9b527\u4ebf\u7f8e\u5143\u8d44\u91d1\u652f\u6301\u548c240\u4ebf\u7f8e\u5143\u6295\u8d44\u7a0e\u62b5\u514d\u3002\u867d\u7136\u521d\u671f\u8d44\u52a9\u4e3b\u8981\u96c6\u4e2d\u5728\u82af\u7247\u5236\u9020\u4e1a\uff0c\u4f46\u968f\u7740\u9879\u76ee\u8fdb\u5c55\uff0c\u7f8e\u56fd\u5546\u52a1\u90e8\u5f00\u59cb\u5c06\u8d44\u91d1\u6295\u5411\u534a\u5bfc\u4f53\u4ea7\u4e1a\u94fe\u7684\u5176\u4ed6\u73af\u8282\uff0c\u5305\u62ec\u6750\u6599\u548c\u5c01\u6d4b\u5382\u5546\u3002<\/p>\n\n\n\n

5. Counterpoint: TSMC 2024\u5e74\u7b2c\u4e8c\u5b63\u5ea6\u5e02\u573a\u4efd\u989d\u8fbe62%<\/h2>\n\n\n\n

Counterpoint Research\u7684\u6700\u65b0\u62a5\u544a\u6307\u51fa\uff0c2024\u5e74\u7b2c\u4e8c\u5b63\u5ea6\uff0c\u5168\u7403\u6676\u5706\u4ee3\u5de5\u5e02\u573a\u6536\u5165\u73af\u6bd4\u589e\u957f9%\uff0c\u540c\u6bd4\u589e\u957f23%\uff0c\u4e3b\u8981\u7531AI\u9700\u6c42\u63a8\u52a8\u3002TSMC\u4ee562%\u7684\u5e02\u573a\u4efd\u989d\u9886\u5148\uff0c\u540c\u6bd4\u589e\u957f4\u4e2a\u767e\u5206\u70b9\uff0c\u5176\u5b63\u5ea6\u6536\u5165\u8d85\u51fa\u9884\u671f\uff0c\u5f97\u76ca\u4e8eAI\u52a0\u901f\u5668\u7684\u6301\u7eed\u9700\u6c42\u3002\u4e09\u661f\u5e02\u573a\u4efd\u989d\u589e\u81f313%\uff0cSMIC\u4fdd\u63016%\u7684\u5e02\u573a\u4efd\u989d\uff0c\u6210\u4e3a\u5168\u7403\u7b2c\u4e09\u5927\u4ee3\u5de5\u5382\u3002<\/p>\n\n\n\n

\u4e2d\u56fd\u4ee3\u5de5\u5e02\u573a\u56e0\u65e9\u671f\u5e93\u5b58\u8c03\u6574\u548c\u672c\u5730\u65e0\u6676\u5706\u5382\u5ba2\u6237\u7684\u8865\u8d27\u800c\u5feb\u901f\u6062\u590d\u3002TSMC\u9884\u8ba1AI\u52a0\u901f\u5668\u7684\u4f9b\u9700\u7d27\u5f20\u5c06\u6301\u7eed\u81f32025\u5e74\u5e95\u62162026\u5e74\u521d\uff0c\u5e76\u8ba1\u5212\u52302025\u5e74\u81f3\u5c11\u7ffb\u500dCoWoS\u4ea7\u80fd\u4ee5\u6ee1\u8db3AI\u9700\u6c42\u3002\u4e09\u661f\u4e13\u6ce8\u4e8e\u4e3a\u5148\u8fdb\u8282\u70b9\u83b7\u53d6\u66f4\u591a\u5ba2\u6237\uff0c\u9884\u8ba1\u5e74\u5ea6\u6536\u5165\u589e\u957f\u5c06\u8d85\u8fc7\u884c\u4e1a\u5e73\u5747\u6c34\u5e73\u3002<\/p>\n\n\n\n

6. SK\u6d77\u529b\u58eb\u63a8\u8fdbCXL\u5185\u5b58\u6280\u672f<\/strong><\/h2>\n\n\n\n

\u5fae\u8f6f\u516c\u53f8\u6700\u8fd1\u5ba3\u5e03\u4e86\u5bf9\u5176\u4e1a\u52a1\u90e8\u95e8\u7684\u91cd\u5927\u91cd\u7ec4\uff0c\u5e76\u66f4\u65b0\u4e862025\u8d22\u5e74\u7b2c\u4e00\u5b63\u5ea6\u7684\u6536\u5165\u9884\u6d4b\u3002\u8fd9\u6b21\u91cd\u7ec4\u662f\u4e3a\u4e86\u66f4\u597d\u5730\u53cd\u6620\u516c\u53f8\u7684\u4e1a\u52a1\u65b9\u5411\u548c\u5e02\u573a\u52a8\u6001\uff0c\u786e\u4fdd\u62a5\u544a\u7ed3\u6784\u4e0e\u516c\u53f8\u7684\u4e1a\u52a1\u7ba1\u7406\u65b9\u5f0f\u4fdd\u6301\u4e00\u81f4\u3002\u5728\u8fd9\u6b21\u91cd\u7ec4\u4e2d\uff0c\u5fae\u8f6f\u5c06Microsoft 365\u5546\u4e1a\u7ec4\u4ef6\u7684\u6536\u5165\u5f52\u5165\u4e86\u751f\u4ea7\u529b\u548c\u4e1a\u52a1\u6d41\u7a0b\u90e8\u95e8\uff0c\u5e76\u5c06\u4eba\u5de5\u667a\u80fd\u5de5\u5177Copilot Pro\u7684\u6536\u5165\u8f6c\u79fb\u5230\u4e86\u4e2a\u4eba\u8ba1\u7b97\u90e8\u95e8\u3002\u540c\u65f6\uff0cNuance\u4f01\u4e1a\u7684\u6536\u5165\u4ece\u667a\u80fd\u4e91\u90e8\u95e8\u8f6c\u79fb\u5230\u4e86\u751f\u4ea7\u529b\u548c\u4e1a\u52a1\u6d41\u7a0b\u90e8\u95e8\uff0c\u800cWindows\u548c\u8bbe\u5907\u7684\u6536\u5165\u5219\u8fdb\u884c\u4e86\u5408\u5e76\u62a5\u544a\u3002<\/p>\n\n\n\n

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