{"id":3075,"date":"2025-08-04T17:35:15","date_gmt":"2025-08-04T09:35:15","guid":{"rendered":"https:\/\/depend-ele.com\/?p=3075"},"modified":"2025-08-04T17:38:13","modified_gmt":"2025-08-04T09:38:13","slug":"%e4%b8%80%e5%91%a8%e8%8a%af%e9%97%bb%e4%b8%a8%e4%b8%89%e6%98%9f165%e4%ba%bf%e4%bb%a3%e5%b7%a5%e7%89%b9%e6%96%af%e6%8b%89ai6%ef%bc%9b%e5%b7%a5%e6%8e%a7%e4%b8%8e%e8%bd%a6%e8%a7%84","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%e4%b8%89%e6%98%9f165%e4%ba%bf%e4%bb%a3%e5%b7%a5%e7%89%b9%e6%96%af%e6%8b%89ai6%ef%bc%9b%e5%b7%a5%e6%8e%a7%e4%b8%8e%e8%bd%a6%e8%a7%84\/","title":{"rendered":"\u4e00\u5468\u201c\u82af\u95fb\u201d\u4e28\u4e09\u661f165\u4ebf\u4ee3\u5de5\u7279\u65af\u62c9AI6\uff1b\u5de5\u63a7\u4e0e\u8f66\u89c4\u82af\u7247\u4ef7\u683c\u666e\u6da8\uff1bAI\u6570\u636e\u4e2d\u5fc3\u9700\u6c42\u63a8\u52a8\u5e93\u5b58\u56de\u5f52\u6b63\u5e38..."},"content":{"rendered":"<!-- wp:paragraph -->\n<p>2025\u5e7408\u670804\u65e5\uff0c\u5f97\u670b\u7535\u5b50\uff08DEPEND\uff09\u4e0e\u60a8\u4e00\u540c\u56de\u987e\u534a\u5bfc\u4f53\u5e02\u573a\u201c\u4e00\u5468\u82af\u95fb\u201d\u3002AI\u82af\u7247\u4e0e\u8f66\u89c4\u534a\u5bfc\u4f53\u9700\u6c42\u7206\u53d1\uff0c\u4f9b\u5e94\u94fe\u52a0\u901f\u91cd\u7ec4\uff1b\u6676\u5706\u4ee3\u5de5\u521b\u65b0\u9ad8\uff0c\u5de8\u5934\u52a0\u7801\u6295\u8d44\uff0c\u884c\u4e1a\u590d\u82cf\u4fe1\u53f7\u660e\u786e\u3002<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:heading -->\n<h2 class=\"wp-block-heading\"><strong>1.\u00a0<strong><strong><strong><strong><strong><strong><strong><strong><strong><strong><strong><strong><strong><strong><strong><strong>H20\u82af\u7247\u518d\u6380\u70ed\u6f6e\uff1aNVIDIA\u6025\u8ffd30\u4e07\u9897\u53f0\u79ef\u7535\u8ba2\u5355\u8865\u5e93\u5b58<\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/h2>\n<!-- \/wp:heading -->\n\n<!-- wp:paragraph -->\n<p>7\u670829\u65e5\u6d88\u606f\uff0c\u56e0\u4e2d\u56fd\u5e02\u573a\u9700\u6c42\u8fdc\u8d85\u9884\u671f\uff0cNVIDIA\u5df2\u5411\u53f0\u79ef\u7535\u7d27\u6025\u8ffd\u52a030\u4e07\u9897H20\u82af\u7247\u8ba2\u5355\uff0c\u7528\u4e8e\u8865\u5145\u73b0\u670960\u201370\u4e07\u9897\u5e93\u5b58\u3002SemiAnalysis\u6570\u636e\u663e\u793a\uff0cNVIDIA 2024\u5e74\u5df2\u5728\u4e2d\u56fd\u5e02\u573a\u552e\u51fa\u7ea6100\u4e07\u9897H20\uff1b\u5f53\u524d\u7f3a\u53e3\u4ecd\u8fbe\u767e\u4e07\u7ea7\uff0c\u4fc3\u4f7f\u516c\u53f8\u8003\u8651\u91cd\u542f\u751f\u4ea7\u7ebf\u3002\u5c3d\u7ba1\u6027\u80fd\u53d7\u9650\uff0cH20\u51ed\u501fCUDA\u751f\u6001\u4f18\u52bf\uff0c\u4ecd\u83b7\u817e\u8baf\u3001\u5b57\u8282\u8df3\u52a8\u3001\u963f\u91cc\u7b49\u5934\u90e8\u4f01\u4e1a\u96c6\u4e2d\u4e0b\u5355\uff0c\u4ee5\u62a2\u5360\u7f8e\u56fd\u51fa\u53e3\u653f\u7b56\u201c\u7a97\u53e3\u671f\u201d\u3002<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:heading -->\n<h2 class=\"wp-block-heading\"><strong>2. <strong><strong><strong><strong><strong><strong><strong><strong><strong><strong><strong>\u5de5\u89c4\u4e0e\u8f66\u89c4\u82af\u7247\u4ef7\u683c\u9f50\u6da8\uff0c\u4ea7\u4e1a\u94fe\u590d\u82cf\u4fe1\u53f7\u660e\u786e<\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/h2>\n<!-- \/wp:heading -->\n\n<!-- wp:paragraph -->\n<p>7\u670830\u65e5SemiMedia\u62a5\u9053\uff0c5\u6708\u4ee5\u6765\uff0c\u4e2d\u56fd\u5de5\u4e1a\u4e0e\u7535\u52a8\u8f66\u5e02\u573a\u56de\u6696\uff0c\u5e26\u52a8\u529f\u7387\u3001\u63a7\u5236\u7c7b\u534a\u5bfc\u4f53\u9700\u6c42\u56de\u5347\uff0c\u7535\u5b50\u5143\u4ef6\u4ef7\u683c\u5168\u7ebf\u8d70\u9ad8\u3002\u5de5\u4e1a\u7aef\u5e93\u5b58\u5468\u8f6c\u5929\u6570\u4ece2023\u5e74\u768445\u5929\u964d\u81f32025\u5e74\u521d\u768420\u5929\uff0c\u5de5\u63a7MCU\u3001\u7535\u6e90\u6a21\u5757\u7b49\u5e38\u7f3a\u8d27\uff1b\u6c7d\u8f66\u7aef\uff0c\u4e2d\u56fd\u4e0a\u534a\u5e74\u7535\u52a8\u8f66\u9500\u91cf\u540c\u6bd4\u589e40%\uff0c\u62c9\u52a8BMS\u3001\u7535\u673a\u63a7\u5236\u82af\u7247\u3001\u8f66\u8f7d\u96f7\u8fbe\u7b49\u9700\u6c42\uff0c\u9ad8\u538bIGBT\u4ea4\u671f\u75318\u5468\u5ef6\u81f316\u5468\uff0c\u4ef7\u683c\u5b63\u5ea6\u6da8\u5e4515\u201320%\u3002<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:paragraph -->\n<p>\u5fb7\u5dde\u4eea\u5668Q2\u8425\u653644.5\u4ebf\u7f8e\u5143\u3001\u51c0\u522915.6\u4ebf\u7f8e\u5143\uff0c\u7ed3\u675f\u4e03\u5b63\u8fde\u964d\uff1b\u534e\u8679\u534a\u5bfc\u4f53Q2\u8d77\u5c06\u6676\u5706\u4ef7\u683c\u4e0a\u8c0310\u201315%\u3002SiC\u5668\u4ef6\u56e0\u4ea7\u80fd\u6709\u9650\uff0c\u4e24\u5e74\u7d2f\u8ba1\u6da8\u4ef7\u8d8530%\u3002\u5730\u7f18\u653f\u6cbb\u4e0e\u4f9b\u5e94\u94fe\u91cd\u7ec4\u63a8\u9ad8\u7269\u6d41\u4e0e\u5236\u9020\u6210\u672c\uff0c\u591a\u5bb6\u8f66\u4f01\u628aMCU\u5b89\u5168\u5e93\u5b58\u7ffb\u500d\u81f3\u516d\u4e2a\u6708\u3002<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:heading -->\n<h2 class=\"wp-block-heading\"><strong>3. \u4e09<strong><strong><strong><strong><strong><strong><strong><strong><strong><strong><strong><strong>\u661f\u7b7e165\u4ebf\u7f8e\u5143\u5927\u5355\uff0c\u5c06\u4e3a\u7279\u65af\u62c9\u4ee3\u5de5AI6\u82af\u7247<\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/h2>\n<!-- \/wp:heading -->\n\n<!-- wp:paragraph -->\n<p>7\u670828\u65e5\uff0c\u4e09\u661f\u7535\u5b50\u5ba3\u5e03\u5df2\u4e0e\u7279\u65af\u62c9\u7b7e\u7f72\u4ef7\u503c22.8\u4e07\u4ebf\u97e9\u5143\uff08\u7ea6165\u4ebf\u7f8e\u5143\uff09\u7684\u4ee3\u5de5\u534f\u8bae\uff0c\u671f\u9650\u81ea2025\u5e747\u670826\u65e5\u81f32033\u5e74\u672b\uff0c\u5360\u4e09\u661f2024\u5e74\u9884\u671f\u8425\u65367.6%\u3002\u7279\u65af\u62c9CEO\u9a6c\u65af\u514b\u786e\u8ba4\uff0c\u4e09\u661f\u6cf0\u52d2\u5fb7\u5dde\u65b0\u5382\u5c06\u72ec\u5bb6\u751f\u4ea7\u4e0b\u4e00\u4ee3AI6\u82af\u7247\uff0c\u7528\u4e8eFSD\u3001Optimus\u673a\u5668\u4eba\u53caDojo\u8d85\u7b97\u3002\u8be5\u8ba2\u5355\u88ab\u89c6\u4e3a\u6cf0\u52d2\u5382\u9996\u7b14\u5927\u578b\u5916\u90e8\u5ba2\u6237\uff0c\u7f13\u89e3\u5176\u957f\u671f\u95f2\u7f6e\u56f0\u5883\uff0c\u5e76\u6709\u671b\u626d\u8f6c\u4e09\u661f\u6676\u5706\u4ee3\u5de5\u4e0a\u534a\u5e74\u8d855\u4e07\u4ebf\u97e9\u5143\u4e8f\u635f\u3002\u5c3d\u7ba1AI6\u9884\u8ba1\u91c7\u7528\u4e09\u661f2nm\u5de5\u827a\uff0c\u4f46\u91cf\u4ea7\u53ef\u80fd\u5ef6\u81f32027-2028\u5e74\uff0c\u671f\u95f4\u7279\u65af\u62c9\u4ecd\u7531\u53f0\u79ef\u7535\u4ee3\u5de5AI5\u82af\u7247\u3002<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:heading -->\n<h2 class=\"wp-block-heading\"><strong>4. <strong><strong><strong><strong><strong><strong><strong><strong><strong><strong><strong><strong><strong><strong><strong><strong><strong>\u5e93\u5b58\u51cf\u503c\u62d6\u7d2fQ2\u5229\u6da6\uff0c\u4e09\u661fDS\u90e8\u95e8\u62bc\u6ce8AI\u82af\u7247\u6b32\u7ffb\u76d8<\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/h2>\n<!-- \/wp:heading -->\n\n<!-- wp:paragraph -->\n<p>7\u670831\u65e5\uff0c\u4e09\u661f\u7535\u5b50\u62ab\u9732\u7b2c\u4e8c\u5b63\u5ea6\u534a\u5bfc\u4f53\uff08DS\uff09\u90e8\u95e8\u8425\u4e1a\u5229\u6da6\u4ec50.4\u4e07\u4ebf\u97e9\u5143\uff0c\u540c\u6bd4\u9aa4\u964d6\u4e07\u4ebf\u97e9\u5143\u3002\u4e3b\u56e0\u662f\u8ba1\u63d0\u7ea61\u4e07\u4ebf\u97e9\u5143\u5e93\u5b58\u51c6\u5907\u91d1\uff0c\u53e0\u52a0\u4ee3\u5de5\u4e1a\u52a1\u4e8f\u635f\u53caHBM\u8fdb\u5c55\u6ede\u540e\u3002\u516c\u53f8\u8868\u793a\uff0c\u5df2\u9501\u5b9a\u7279\u65af\u62c9AI\u82af\u7247\u4ee3\u5de5\u8ba2\u5355\uff0c\u5e76\u5411\u82f1\u4f1f\u8fbe\u9001\u6837HBM4\uff1b\u6cf0\u52d2\u65b0\u5382\u5c06\u4e8e2025\u5e74\u6295\u4ea7\uff0c\u914d\u5408HBM3E\u3001\u9ad8\u5bb9\u91cfSSD\u7b49\u4ea7\u54c1\uff0c\u4e0b\u534a\u5e74\u529b\u4e89\u626d\u8f6c\u9893\u52bf\u3002<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:heading -->\n<h2 class=\"wp-block-heading\">5. <strong><strong><strong><strong><strong><strong><strong><strong>\u5168\u7403\u6676\u5706\u4ee3\u5de5\u6536\u5165\u9996\u78341650\u4ebf\u7f8e\u5143\uff0c3nm\u8282\u70b9\u6536\u5165\u66b4\u589e6\u500d<\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/h2>\n<!-- \/wp:heading -->\n\n<!-- wp:paragraph -->\n<p>7\u670829\u65e5\uff0cCounterpoint\u6700\u65b0\u62a5\u544a\u663e\u793a\uff0c2025\u5e74\u5168\u7403\u7eaf\u6676\u5706\u4ee3\u5de5\u6536\u5165\u5c06\u540c\u6bd4\u589e\u957f17%\uff0c\u9996\u6b21\u7a81\u78341650\u4ebf\u7f8e\u5143\uff0c2021-2025\u5e74\u590d\u5408\u5e74\u589e\u957f\u7387\u8fbe12%\u3002\u5176\u4e2d\uff0c3nm\u8282\u70b9\u6536\u5165\u9884\u8ba1\u72c2\u589e600%\u81f3\u7ea6300\u4ebf\u7f8e\u5143\uff1b5\/4nm\u8282\u70b9\u8d21\u732e\u8d85400\u4ebf\u7f8e\u5143\uff1b\u5148\u8fdb\u8282\u70b9\uff08\u542b7nm\uff09\u5408\u8ba1\u5360\u6bd4\u8fc7\u534a\u3002AI\u624b\u673a\u3001AI PC\u3001AI ASIC\u3001GPU\u53caHPC\u82af\u7247\u9700\u6c42\u4e3a\u4e3b\u8981\u63a8\u529b\uff0c\u53f0\u79ef\u7535\u7a33\u5c45\u5148\u8fdb\u5236\u7a0b\u6700\u5927\u53d7\u76ca\u8005\uff0c\u4e09\u661f\u3001\u82f1\u7279\u5c14\u7d27\u968f\u5176\u540e\u3002<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:heading -->\n<h2 class=\"wp-block-heading\"><strong>6. <strong>\u00a0\u5fae\u8f6f\u3001Meta\u8d22\u62a5\u8d85\u9884\u671f\uff0cAI\u6295\u8d44\u52a0\u7801\u5e26\u52a8\u53f0\u7cfb\u4f9b\u5e94\u94fe\u5927\u6da8<\/strong><\/strong><\/h2>\n<!-- \/wp:heading -->\n\n<!-- wp:paragraph -->\n<p>8\u67081\u65e5\uff0c\u7ecf\u6d4e\u65e5\u62a5\u62a5\u9053\u5fae\u8f6f\u3001Meta 30\u65e5\u516c\u5e03\u4e0a\u5b63\u8d22\u62a5\u4e0e\u5c55\u671b\u5747\u4f18\u4e8e\u9884\u671f\uff0c\u5e76\u540c\u6b65\u5ba3\u793a\u6269\u5927AI\u8d44\u672c\u652f\u51fa\u3002\u5fae\u8f6f\u5168\u5e74\u8d44\u672c\u652f\u51fa\u4e0a\u770b300\u4ebf\u7f8e\u5143\uff0cMeta\u5168\u5e74\u8d44\u672c\u652f\u51fa\u533a\u95f4\u4e0a\u4fee\u81f3660\u2013720\u4ebf\u7f8e\u5143\uff0c\u660e\u5e74\u7ee7\u7eed\u663e\u8457\u589e\u957f\u3002\u4e24\u5bb6\u4e91\u7aef\u5de8\u5934\u52a0\u7801\u6570\u636e\u4e2d\u5fc3\uff0c\u76f4\u63a5\u53d7\u60e0\u7684\u53f0\u7cfbAI\u670d\u52a1\u5668\u4f19\u4f34\u9e3f\u6d77\u3001\u5e7f\u8fbe\u3001\u7eac\u9896\u3001\u82f1\u4e1a\u8fbe\u7b49\u3002<\/p>\n<!-- \/wp:paragraph -->","protected":false},"excerpt":{"rendered":"AI\u82af\u7247\u4e0e\u8f66\u89c4\u534a\u5bfc\u4f53\u9700\u6c42\u7206\u53d1\uff0c\u4f9b\u5e94\u94fe\u52a0\u901f\u91cd\u7ec4\uff1b\u6676\u5706\u4ee3\u5de5\u521b\u65b0\u9ad8\uff0c\u5de8\u5934\u52a0\u7801\u6295\u8d44\uff0c\u884c\u4e1a\u590d\u82cf\u4fe1\u53f7\u660e\u786e\u3002","protected":false},"author":2,"featured_media":3076,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"inline_featured_image":false,"footnotes":""},"categories":[7],"tags":[367,322],"class_list":["post-3075","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-news","tag-367","tag-322"],"_links":{"self":[{"href":"https:\/\/depend-ele.com\/zh\/wp-json\/wp\/v2\/posts\/3075","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/depend-ele.com\/zh\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/depend-ele.com\/zh\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/depend-ele.com\/zh\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/depend-ele.com\/zh\/wp-json\/wp\/v2\/comments?post=3075"}],"version-history":[{"count":1,"href":"https:\/\/depend-ele.com\/zh\/wp-json\/wp\/v2\/posts\/3075\/revisions"}],"predecessor-version":[{"id":3077,"href":"https:\/\/depend-ele.com\/zh\/wp-json\/wp\/v2\/posts\/3075\/revisions\/3077"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/depend-ele.com\/zh\/wp-json\/wp\/v2\/media\/3076"}],"wp:attachment":[{"href":"https:\/\/depend-ele.com\/zh\/wp-json\/wp\/v2\/media?parent=3075"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/depend-ele.com\/zh\/wp-json\/wp\/v2\/categories?post=3075"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/depend-ele.com\/zh\/wp-json\/wp\/v2\/tags?post=3075"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}