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<strong><strong><strong>\u5168\u7403\u534a\u5bfc\u4f53\u5e02\u573a2025\u5e74\u9884\u8ba1\u589e\u957f11%\u81f36971\u4ebf\u7f8e\u5143<\/strong><\/strong><\/strong><\/strong><\/h2>\n<!-- \/wp:heading -->\n\n<!-- wp:paragraph -->\n<p>1\u670814\u65e5\uff0c\u636eSemiMedia\u6d88\u606f\uff0c\u5206\u6790\u5e08\u9884\u6d4b2025\u5e74\u5168\u7403\u534a\u5bfc\u4f53\u5e02\u573a\u5c06\u8fbe6971\u4ebf\u7f8e\u5143\uff0c\u540c\u6bd4\u589e\u957f11%\uff0c\u4e3b\u8981\u5f97\u76ca\u4e8e\u4eba\u5de5\u667a\u80fd\u6570\u636e\u4e2d\u5fc3\u3001\u7535\u52a8\u6c7d\u8f66\u7684\u5f3a\u52b2\u9700\u6c42\uff0c\u800c\u667a\u80fd\u624b\u673a\u5e02\u573a\u4ecd\u8f83\u4f4e\u8ff7\u3002\u7f8e\u56fd\u79d1\u6280\u5de8\u5934\u7eb7\u7eb7\u52a0\u5927\u5bf9\u4eba\u5de5\u667a\u80fd\u6570\u636e\u4e2d\u5fc3\u6295\u8d44\uff0c\u5982\u5fae\u8f6f\u8ba1\u52122025\u8d22\u5e74\u6295\u8d44800\u4ebf\u7f8e\u5143\uff0c\u6210\u589e\u957f\u5173\u952e\u52a8\u529b\uff0c\u5176\u4e2d\u5bf9GPU\u548c\u9ad8\u5e26\u5bbd\u5185\u5b58\uff08HBM\uff09\u9700\u6c42\u5c24\u4e3a\u7a81\u51fa\u3002<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:paragraph -->\n<p>Statista\u9884\u8ba1\uff0c\u5168\u7403GPU\u5e02\u573a2029\u5e74\u5c06\u8fbe2700\u4ebf\u7f8e\u5143\uff0cHBM\u5e02\u573a2030\u5e74\u5c06\u589e\u957f\u4e09\u500d\u81f31000\u4ebf\u7f8e\u5143\u3002\u7f8e\u5149\u79d1\u62802025\u5e74HBM\u4ea7\u80fd\u5df2\u552e\u7f44\uff0c\u4e14\u5df2\u65362026\u5e74\u8ba2\u5355\u3002<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:heading -->\n<h2 class=\"wp-block-heading\"><strong>3. <strong><strong>\u82f1\u98de\u51cc\u6cf0\u56fd\u65b0\u5efa\u529f\u7387\u6a21\u5757\u57fa\u5730<\/strong><\/strong><\/strong><\/h2>\n<!-- \/wp:heading -->\n\n<!-- wp:paragraph -->\n<p>1\u670815\u65e5\u5916\u5a92\u6d88\u606f\uff0c\u82f1\u98de\u51cc\u5c06\u5728\u6cf0\u56fd\u5317\u6984\u5e9c\u65b0\u5efa\u534a\u5bfc\u4f53\u540e\u7aef\u751f\u4ea7\u57fa\u5730\uff0c\u4e13\u6ce8\u529f\u7387\u6a21\u5757\u751f\u4ea7\uff0c\u5df2\u5ba3\u5e03\u542f\u52a8\u5efa\u8bbe\u3002\u65b0\u57fa\u5730\u65e8\u5728\u4f18\u5316\u5236\u9020\u4e1a\u52a1\uff0c\u83b7\u6cf0\u56fd\u6295\u8d44\u59d4\u5458\u4f1a\u652f\u6301\uff0c\u9996\u680b\u5efa\u7b51\u9884\u8ba12026\u5e74\u521d\u8fd0\u8425\uff0c\u540e\u7eed\u4ea7\u80fd\u63d0\u5347\u5c06\u4f9d\u5e02\u573a\u9700\u6c42\u7075\u6d3b\u7ba1\u7406\uff0c2025\u5e74\u76f8\u5173\u652f\u51fa\u5df2\u8ba1\u5165\u516c\u53f8\u8d44\u672c\u652f\u51fa\u9884\u6d4b\u3002\u82f1\u98de\u51cc\u9996\u5e2d\u8fd0\u8425\u5b98Rutger Wijburg\u79f0\uff0c\u4e3a\u6ee1\u8db3\u672a\u6765\u5ba2\u6237\u9700\u6c42\u3001\u589e\u5f3a\u4f9b\u5e94\u94fe\u97e7\u6027\uff0c\u82f1\u98de\u51cc\u5728\u6cf0\u56fd\u5efa\u5148\u8fdb\u540e\u7aef\u6676\u5706\u5382\uff0c\u8fd9\u662f\u6218\u7565\u5173\u952e\u4e00\u6b65\uff0c\u53ef\u5b9e\u73b0\u5236\u9020\u591a\u5143\u5316\u3001\u4f18\u5316\u6210\u672c\uff0c\u5339\u914d\u524d\u7aef\u4ea7\u80fd\u6269\u5f20\uff0c\u65b0\u57fa\u5730\u5c06\u9ad8\u6548\u3001\u5f39\u6027\u548c\u9ad8\u8d28\u91cf\u8fd0\u884c\uff0c\u786e\u4fdd\u53ef\u9760\u4ea4\u4ed8\u4f18\u8d28\u4ea7\u54c1\u3002<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:heading -->\n<h2 class=\"wp-block-heading\"><strong>4. <strong><strong>Wolfspeed \u5173\u95ed\u5fb7\u514b\u8428\u65af\u5dde\u5de5\u5382\u5e76\u5c06\u91cd\u70b9\u8f6c\u5411 SiC \u6676\u5706\u5236\u9020<\/strong><\/strong><\/strong><\/h2>\n<!-- \/wp:heading -->\n\n<!-- wp:paragraph -->\n<p>1 \u6708 16 \u65e5\uff0c\u636e SemiMedia \u62a5\u9053\uff0cWolfspeed 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<strong><strong><strong>\u5728\u4f9b\u5e94\u7d27\u5f20\u7684\u60c5\u51b5\u4e0b\uff0c\u6570\u636e\u4e2d\u5fc3\u7ec4\u4ef6\u548c\u534a\u5bfc\u4f53\u6210\u672c\u5c06\u6301\u7eed\u4e0a\u5347<\/strong><\/strong><\/strong><\/h2>\n<!-- \/wp:heading -->\n\n<!-- wp:paragraph -->\n<p>1\u670816\u65e5\uff0c\u5168\u7403\u77e5\u540d\u4fe1\u7528\u8bc4\u7ea7\u673a\u6784\u7a46\u8fea\u53d1\u5e03\u62a5\u544a\u79f0\uff0c\u7531\u4e8e\u5168\u7403\u4f9b\u5e94\u9650\u5236\u6301\u7eed\u5b58\u5728\uff0c\u6570\u636e\u4e2d\u5fc3\u5173\u952e\u7ec4\u4ef6\u6210\u672c\u9884\u8ba1\u5c06\u8fdb\u4e00\u6b65\u4e0a\u5347\u3002\u5728\u4eba\u5de5\u667a\u80fd\u3001\u4e91\u8ba1\u7b97\u548c\u6570\u636e\u5b58\u50a8\u670d\u52a1\u5feb\u901f\u589e\u957f\u7684\u63a8\u52a8\u4e0b\uff0c\u9884\u8ba12025\u5e74\u5bf9\u6570\u636e\u4e2d\u5fc3\u7684\u9700\u6c42\u5c06\u4f1a\u589e\u52a0\u3002<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:paragraph 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