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class=\"wp-block-heading\">\u903b\u8f91\u6676\u5706\u4e0e\u5148\u8fdb\u5c01\u88c5\uff1a\u8fb9\u9645\u6539\u5584\uff0c\u4f46\u4ecd\u7d27\u5f20<\/h2>\n\n\n\n<p>\u76f8\u6bd4\u78f7\u5316\u94df\u548c\u5185\u5b58\uff0c@bubbleboi\u8ba4\u4e3a\u903b\u8f91\u6676\u5706\u7684\u60c5\u51b5\u5728\u8fc7\u53bb\u516d\u4e2a\u6708\u6709\u6240\u6539\u5584\u3002<\/p>\n\n\n\n<p>\u53f0\u79ef\u7535\u4ea7\u80fd\u4f9d\u7136\u7d27\u5f20\uff0c\u4f46\u4e09\u661f\u5148\u8fdb\u903b\u8f91\u4ea7\u7ebf\u7684\u5229\u7528\u7387\u5df2\u4ece\u63a5\u8fd1\u96f6\u56de\u5347\uff0c\u82f1\u7279\u5c14\u4e5f\u5f00\u59cb\u63a5\u53d7\u5916\u90e8\u5ba2\u6237\u3002<\/p>\n\n\n\n<p>\u4ed6\u8ba4\u4e3a\u5148\u8fdb\u5c01\u88c5\uff08CoWoS\u3001EMIB\uff09\u7684\u7d27\u5f20\u7a0b\u5ea6\u5c06\u4f4e\u4e8e\u5e02\u573a\u9884\u671f\uff0c\u90e8\u5206\u539f\u56e0\u662f\u82f1\u7279\u5c14\u5728\u9a6c\u6765\u897f\u4e9a\u7684\u4ea7\u80fd\u6b63\u5728\u6269\u5f20\uff0c\u4e14\u53f0\u79ef\u7535\u66f4\u503e\u5411\u4e8e\u5c06\u6d01\u51c0\u5ba4\u7a7a\u95f4\u7528\u4e8e\u6bdb\u5229\u7387\u66f4\u9ad8\u7684N3\u5236\u7a0b\u3002<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">CPU\u77ed\u7f3a\u4e0e\u53e6\u7c7b\u52a0\u901f\u5668\uff1a\u88ab\u5ffd\u89c6\u7684\u9690\u60a3<\/h2>\n\n\n\n<p>@bubbleboi\u5c06CPU\u5217\u4e3a&#8221;\u5927\u95ee\u9898&#8221;\uff0c\u8ba4\u4e3a\u5176\u77ed\u7f3a\u7a0b\u5ea6\u8d85\u51fa\u5e02\u573a\u8ba4\u77e5\u3002<\/p>\n\n\n\n<p>AMD\u9762\u4e34GPU\u4e0eCPU\u4e89\u593a\u53f0\u79ef\u7535\u4ea7\u80fd\u7684\u4e24\u96be\u56f0\u5883\uff0cARM\u81ea\u8eab\u6ca1\u6709\u6676\u5706\u914d\u989d\uff0c\u800c\u4ed6\u8ba4\u4e3a\u552f\u4e00\u6709\u80fd\u529b\u586b\u8865\u7f3a\u53e3\u7684\u662f\u9ad8\u901a\u2014\u2014\u56e0\u4e3a\u5b89\u5353\u624b\u673a\u9700\u6c42\u4e0b\u6ed1\u5bfc\u81f4\u9ad8\u901a\u5728\u53f0\u79ef\u7535\u6709\u95f2\u7f6e\u4ea7\u80fd\uff0c\u53ef\u4ee5\u8f6c\u4ea7\u6570\u636e\u4e2d\u5fc3CPU\u3002\u4f46\u4ed6\u5bf9\u9ad8\u901a\u80fd\u5426\u6210\u529f\u6301\u6000\u7591\u6001\u5ea6\uff0c&#8221;\u4ed6\u4eec\u5df2\u7ecf\u5931\u8d25\u4e86\u4e09\u6b21&#8221;\u3002<\/p>\n\n\n\n<p>\u5728\u53e6\u7c7b\u52a0\u901f\u5668\u9886\u57df\uff0c\u4ed6\u5bf9Positron\u548cCerebras\u6301\u6b63\u9762\u770b\u6cd5\uff0c\u4f46\u5bf9Cerebras\u6709\u660e\u786e\u6279\u8bc4\uff1a\u4ecd\u5728\u4f7f\u7528FP16\u800c\u975eFP4\u662f&#8221;\u611a\u8822\u7684\u9519\u8bef&#8221;\uff0cIO\u8bbe\u8ba1\u9650\u5236\u4e86KV\u7f13\u5b58\u5378\u8f7d\u80fd\u529b\uff0c\u4e14\u5c01\u88c5\u826f\u7387\u53ef\u80fd\u4ec5\u572820%\u81f340%\u4e4b\u95f4\u3002<\/p>\n\n\n\n<p>\u5bf9\u4e8eTaalas\uff0c\u4ed6\u8ba4\u4e3a\u5176\u5c06\u6743\u91cd\u786c\u7f16\u7801\u8fdb\u82af\u7247\u5c42\u7684\u5de5\u7a0b\u8bbe\u8ba1&#8221;\u975e\u5e38\u975e\u5e38\u806a\u660e&#8221;\uff0c\u53ef\u5c06\u82af\u7247\u8bbe\u8ba1\u5468\u671f\u4ece\u4e00\u5e74\u4ee5\u4e0a\u538b\u7f29\u81f3\u4e24\u5230\u4e09\u4e2a\u6708\uff0c\u4e14\u65e0\u9700HBM\u6216\u4efb\u4f55\u5148\u8fdb\u5c01\u88c5\uff0c\u6210\u672c\u6781\u4f4e\u3002\u4f46\u4ed6\u5bf9\u5176\u5546\u4e1a\u524d\u63d0\u6301\u6000\u7591\u6001\u5ea6\u2014\u2014AI\u6a21\u578b\u6743\u91cd\u66f4\u65b0\u9891\u7387\u6781\u9ad8\uff0c\u800cTaalas\u8981\u6c4250%\u81f390%\u7684\u6743\u91cd\u56fa\u5b9a\u4e0d\u53d8\uff0c&#8221;\u6211\u4e0d\u8ba4\u4e3aAI\u516c\u53f8\u4f1a\u63a5\u53d7\u8fd9\u4e2a\u524d\u63d0&#8221;\u3002<\/p>\n\n\n\n<p>\u6700\u540e\uff0c\u5f53\u88ab\u95ee\u53ca\u201c\u5982\u679c\u4f60\u662f\u9ec4\u4ec1\u52cb\uff0c\u4f60\u4f1a\u8bd5\u56fe\u9501\u5b9a\u4ec0\u4e48\u4f9b\u5e94\u94fe\u201d\u65f6\uff0c\u5206\u6790\u5e08\u7684\u4e00\u53e5\u539f\u8bdd\u4e3a\u76ee\u524d\u7684AI\u786c\u4ef6\u7ade\u4e89\u505a\u51fa\u4e86\u6ce8\u811a\uff1a&nbsp;<strong>\u201c\u4ed6\u5df2\u7ecf\u9501\u5b9a\u4e86\u6240\u6709\u4e1c\u897f\u7684\u4ea7\u80fd\u3002<\/strong>\u6211\u672c\u6765\u60f3\u8bf4\u5149\u7ea4\uff0c\u4f46\u4ed6\u5df2\u7ecf\u53bb\u8ddf\u5eb7\u5b81\u8c08\u4ea4\u6613\u4e86\u3002\u6211\u8ba4\u4e3a\u8fd9\u4e2a\u4eba\u662f\u795e\uff08the man is a god\uff09\uff0c\u4ed6\u5df2\u7ecf\u628a\u80fd\u9501\u5b9a\u7684\u5168\u90fd\u9501\u5b9a\u4e86\u3002\u201d<\/p>\n\n\n\n<p>\u4ee5\u4e0b\u662f\u91c7\u8bbf\u95ee\u7b54\u6587\u5b57\u5b9e\u5f55\uff08\u7531AI\u534f\u52a9\u7ffb\u8bd1\uff09<\/p>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p>Chris\uff1a\u4e09\u5230\u4e94\u5e74\u540e\uff0c\u54ea\u4e9b\u66ff\u4ee3\u6027\u52a0\u901f\u5668\u53ef\u80fd\u4f1a\u627f\u62c5\u975e\u5e38\u5927\u91cf\u7684\u8bad\u7ec3\u6216\u63a8\u7406\u4efb\u52a1\uff1f<\/p>\n\n\n\n<p>@bubbleboi\uff1a\u8bad\u7ec3\u65b9\u9762\uff0c\u6211\u8ba4\u4e3a\u5b83\u4eec\u57fa\u672c\u4e0a\u90fd\u4e0d\u884c\u3002\u63a8\u7406\u65b9\u9762\uff0c\u6211\u975e\u5e38\u770b\u597dPositron\u548cCerebras\uff0c\u4f46\u539f\u56e0\u622a\u7136\u4e0d\u540c\u3002\u8fd8\u6709\u8c01\u5462\uff1fMatX\u3002\u95ee\u9898\u662f\u6211\u6ca1\u6709\u8db3\u591f\u7684\u4fe1\u606f\u3002\u6240\u4ee5\u5b83\u53ef\u80fd\u4e0d\u9519\uff0c\u4f46\u6211\u5bf9\u4ed6\u4eec\u4e00\u65e0\u6240\u77e5\u3002\u6240\u4ee5\u7b80\u5355\u56de\u7b54\u5c31\u662fPositron\u548cCerebras\u3002\u8fd8\u6709Taalas\uff0c\u6211\u4e0d\u592a\u76f8\u4fe1\u4ed6\u4eec\u7684\u524d\u63d0\uff0c\u4f46\u8fd9\u5f88\u9177\uff0c\u6211\u6709\u70b9\u60f3\u4e3a\u4ed6\u4eec\u5ba3\u4f20\u4e00\u4e0b\uff0c\u56e0\u4e3a\u5982\u679c\u524d\u63d0\u6210\u7acb\uff0c\u90a3\u5c06\u975e\u5e38\u60ca\u4eba\u3002\u4f46\u6211\u8ba4\u4e3aAI\u9886\u57df\u7684\u4eba\u4e0d\u4f1a\u5bb9\u5fcd\u8fd9\u4e2a\u524d\u63d0\u3002\u662f\u7684\uff0c\u8fd9\u4e9b\u662f\u6211\u771f\u6b63\u559c\u6b22\u7684\u4e09\u5de8\u5934\uff0cMatX\u5728\u65c1\u8fb9\uff0c\u56e0\u4e3a\u6211\u4e0d\u591f\u4e86\u89e3\u3002\u6211\u4ecd\u5728\u52aa\u529b\u8ba9\u4ed6\u4eec\u540c\u610f\u548c\u6211\u8c08\u8c08\u3002<\/p>\n\n\n\n<p>Chris\uff1a\u4f60\u4e0d\u540c\u610f\u7684Taalas\u7684\u524d\u63d0\u662f\u56fa\u5b9a\u6743\u91cd\uff1f<\/p>\n\n\n\n<p>@bubbleboi\uff1a\u4ed6\u4eec\u6b63\u5728\u505a\u7684\u662f\u4f7f\u7528\u4e0a\u5c42\u63a9\u6a21\u5c42\u6765\u70e7\u5f55\u6743\u91cd\u3002\u4e00\u65e6\u4f60\u6709\u4e86\u6743\u91cd\uff0c\u5c31\u65e0\u6cd5\u66f4\u6539\u3002\u9274\u4e8eAI\u6a21\u578b\u53d8\u5316\u5982\u6b64\u4e4b\u5feb\uff0c\u6bd4\u5982\u6bcf\u4e24\u5468\u5c31\u6709GPT 5.5\uff0c\u7136\u540e\u662f5.6\u3002\u5982\u679c\u4f60\u548c\u8fd9\u4e9b\u516c\u53f8\u5de5\u4f5c\u7684\u4eba\u804a\u804a\uff0c\u6a21\u578b\u5185\u90e8\u5728 constantly \u53d8\u5316\u3002\u6a21\u578b\u672b\u5c3e\u6709\u4e2a\u5341\u516d\u8fdb\u5236\u6570\u3002\u6bcf\u9694\u51e0\u5468\u5c31\u6709\u66f4\u65b0\u3002\u6743\u91cd\u5728\u4e0d\u65ad\u53d8\u5316\u548c\u5fae\u8c03\u3002<\/p>\n\n\n\n<p>Taalas\u8868\u793a\u4ed6\u4eec\u652f\u6301\u5fae\u8c03\u3002\u6211\u8ba4\u4e3a\u4ed6\u4eec\u7684\u610f\u601d\u662f\uff0c\u5f53\u524d\u82af\u7247\u652f\u6301\u5bf9\u6743\u91cd\u8fdb\u884c\u4e00\u4e9b\u4fee\u6539\uff0c\u4f46\u8fdc\u672a\u8fbe\u5230\u4f60\u60f3\u8981\u7684\u90a3\u4e48\u591a\u3002\u4ed6\u4eec\u5f53\u524d\u7684\u82af\u7247\u662f\u4e09\u5206\u4e4b\u4e8c\u786c\u7f16\u7801\u6743\u91cd\uff0c\u4e09\u5206\u4e4b\u4e00\u53ea\u662fSRAM\u673a\u5668\u3002\u4ed6\u4eec\u80fd\u652f\u6301\u5fae\u8c03\u7684\u539f\u56e0\u662f\u90a3\u4e09\u5206\u4e4b\u4e00\u662fSRAM\uff0c\u4f60\u53ef\u4ee5\u66f4\u6539\u6216\u5fae\u8c03\u4e00\u90e8\u5206\u6743\u91cd\uff0c\u6216\u8005\u505aLoRA\u4e4b\u7c7b\u7684\u4e8b\u60c5\u3002\u4ed6\u4eec\u57fa\u672c\u4e0a\u662f\u5728\u8ddf\u5ba2\u6237\u8bf4\uff0c\u4f60\u7684\u6a21\u578b\u786c\u7f16\u7801\u8d8a\u591a\uff0c\u8fd0\u884c\u5f97\u5c31\u8d8a\u5feb\uff0c\u4f46\u4f60\u9700\u8981\u505a\u51fa\u6743\u8861\u3002\u5728\u7406\u60f3\u60c5\u51b5\u4e0b\uff0c\u6709\u4eba\u53ef\u4ee5\u8bbe\u8ba1\u4e00\u4e2a\u6a21\u578b\uff0c\u5176\u4e2d90%\u7684\u6743\u91cd\u662f\u786c\u7f16\u7801\u7684\uff08\u6211\u968f\u4fbf\u8bf4\u7684\u6570\u5b57\uff09\u3002\u5b83\u4f1a\u8fd0\u884c\u5f97\u8d85\u7ea7\u5feb\u3002\u7136\u540e10%\u7528\u4e8eLoRA\u6216\u66f4\u65b0\u6743\u91cd\u3002\u6211\u4e0d\u77e5\u9053\u662f\u5426\u6709\u5927\u5ba2\u6237\u4f1a\u63a5\u53d7\u8fd9\u79cd\u7a0b\u5ea6\u7684\u9650\u5236\u3002\u6211\u8ba4\u4e3a\u4e0d\u4f1a\u3002\u4f46Taalas\u80cc\u540e\u7684\u5de5\u7a0b\u5b9e\u9645\u4e0a\u975e\u5e38\u975e\u5e38\u806a\u660e\u3002<\/p>\n\n\n\n<p>\u4ed6\u4eec\u4f7f\u7528\u4e0a\u5c42\u63a9\u6a21\u5c42\u3002\u73b0\u5728\u7684\u82af\u7247\u5927\u6982\u670914\u5c42\uff0c\u59d1\u4e14\u8bf4\u662f14\u621615\u5c42\u3002\u4ed6\u4eec\u7528\u4e0a\u5c42\u4e09\u5206\u4e4b\u4e00\u4e2d\u7684\u4e00\u5c42\u6765\u7f16\u7a0b\u548c\u786c\u7f16\u7801\u6743\u91cd\u3002\u6240\u4ee5\u4f60\u60f3\u4e00\u4e0b\uff0c\u901a\u5e38\u82af\u7247\u8bbe\u8ba1\u6700\u5c11\u9700\u8981\u4e09\u4e2a\u6708\uff0c\u901a\u5e38\u66f4\u4e45\uff0c\u7136\u540e\u9700\u8981\u6d41\u7247\uff0c\u518d\u8fc7\u4e94\u516d\u4e2a\u6708\u82af\u7247\u624d\u80fd\u56de\u6765\uff0c\u7136\u540e\u8fd8\u5f97\u9a8c\u8bc1\u3002Taalas\u4e0d\u5f97\u4e0d\u4e3a\u4ed6\u4eec\u81ea\u5df1\u7684\u7f16\u8bd1\u5668\u3001\u9a8c\u8bc1\u6808\u548c\u82af\u7247\u8bbe\u8ba1\u5236\u4f5c\u4e86\u4e00\u5806\u5b9a\u5236EDA\u5de5\u5177\uff0c\u4ed6\u4eec\u58f0\u79f0\u4e00\u5929\u4e4b\u5185\u5c31\u80fd\u5b8c\u6210\u4e00\u4e2a\u65b0\u6a21\u578b\u3002\u6700\u7ec8\u76ee\u6807\u662f\u3002\u76ee\u524d\u5927\u6982\u9700\u8981\u4e00\u5468\u3002\u6240\u4ee5\u8bbe\u8ba1\u9700\u8981\u4e00\u5468\uff0c\u7136\u540e\u56e0\u4e3a\u4ed6\u4eec\u53ea\u66f4\u6539\u4e0a\u5c42\uff0c\u5176\u4e2d\u4e00\u5c42\uff0c\u4ed6\u4eec\u53ef\u4ee5\u50a8\u5b58\u6676\u5706\u3002\u6240\u4ee5\u5982\u679c\u4f60\u53bb\u53f0\u79ef\u7535\u6216\u4efb\u4f55\u6676\u5706\u5382\uff0c\u8fd9\u5728\u884c\u4e1a\u91cc\u5f88\u5e38\u89c1\uff0c\u4f60\u53ef\u4ee5\u8bf4\uff0c\u563f\uff0c\u6211\u5e0c\u671b\u4f60\u4eec\u628aX\u6570\u91cf\u7684\u6676\u5706\u4fdd\u6301\u572870%\u7684\u5b8c\u6210\u5ea6\uff0c\u5148\u522b\u5b8c\u6210\u6700\u540e\u4e00\u90e8\u5206\uff0c\u56e0\u4e3a\u6211\u4eec\u6b63\u5728\u505a\u7814\u53d1\u4e4b\u7c7b\u7684\u3002\u6240\u4ee5Taalas\u7684\u5468\u8f6c\u65f6\u95f4\u6bd4\u6211\u6700\u521d\u9884\u671f\u7684\u8981\u5feb\u5f97\u591a\u3002\u65b0\u8bbe\u8ba1\u9700\u8981\u4e00\u5468\uff0c\u7136\u540e\u5927\u6982\u4e24\u4e2a\u6708\u3002\u8fd9\u662f\u6211\u7684\u4f30\u8ba1\uff0c\u80af\u5b9a\u4e0d\u662f\u516d\u4e2a\u6708\u3002\u6240\u4ee5\u4e24\u4e2a\u6708\u5185\u4f60\u5c31\u80fd\u62ff\u56de\u82af\u7247\u5e76\u8fd0\u884c\u5b83\u3002\u4ed6\u4eec\u58f0\u79f0\u4ed6\u4eec\u5236\u4f5c\u4e86\u4e00\u4e9b\u975e\u5e38\u806a\u660e\u7684Verilog\u7f16\u8bd1\u5668\u5de5\u5177\u548c\u7ebf\u7a0b\u4eff\u771f\u5de5\u5177\uff0c\u4e0e\u6807\u51c6EDA\u5de5\u5177\u5bf9\u63a5\uff0c\u4ee5\u5f88\u597d\u5730\u9a8c\u8bc1\u4e00\u5207\u3002\u6240\u4ee5\u540e\u7845\u9a8c\u8bc1\u5e94\u8be5\u6ca1\u95ee\u9898\uff0c\u56e0\u4e3a\u82af\u7247\u7684\u57fa\u7840\u8bbe\u65bd\u5df2\u7ecf\u9a8c\u8bc1\u8fc7\u4e86\uff0c\u4f60\u53ea\u662f\u6539\u53d8\u6743\u91cd\u3002\u4ed6\u4eec\u628a\u539f\u672c\u81f3\u5c11\u4e00\u5e74\u7684\u6d41\u7a0b\u4ece\u5f00\u59cb\u5230\u7ed3\u675f\uff0c\u7406\u8bba\u4e0a\u7f29\u77ed\u5230\u4e86\u4e24\u4e09\u4e2a\u6708\uff0c\u8fd9\u8fd8\u4e0d\u9519\u3002<\/p>\n\n\n\n<p>\u4ece\u6a21\u578b\u67b6\u6784\u7684\u89d2\u5ea6\u6765\u770b\uff0c\u6211\u66f4\u50cf\u4e00\u4e2a\u786c\u4ef6\u4eba\u3002\u6211\u4e0d\u592a\u61c2\u6a21\u578b\u67b6\u6784\u3002\u6211\u52aa\u529b\u60f3\u5f04\u660e\u767d\uff0c\u597d\u5427\uff0c\u5982\u4f55\u5b9e\u73b0\u5927\u90e8\u5206\u6743\u91cd\u56fa\u5b9a\uff0c\u53ea\u6539\u53d8\u4e00\u90e8\u5206\u6743\u91cd\uff0c\u6bd4\u5982\u5355\u5c42\u4e2d\u7684\u6743\u91cd\u4e4b\u7c7b\u7684\u3002\u7136\u540e\u6211\u53d1\u73b0\u4e86LoRA\uff0c\u6211\u95ee\u4e86\u90a3\u4e9b\u771f\u6b63\u61c2AI\u7684\u4eba\uff0c\u4ed6\u4eec\u544a\u8bc9\u6211\uff0c\u54e6\u4e0d\uff0cLoRA\u4e0d\u80fd\u6269\u5c55\u4e4b\u7c7b\u7684\u3002\u8fd9\u5f88\u8822\u3002\u53ea\u6709\u5931\u8d25\u8005\u624d\u7528LoRA\u3002\u4f46\u5982\u679c\u524d\u63d0\u786e\u5b9e\u6210\u7acb\uff0c\u5982\u679c\u4ed6\u4eec\u627e\u5230\u4e00\u4e2a\u613f\u610f\u4f7f\u7528LoRA\u6216\u5176\u4ed6\u7b97\u6cd5\u7684\u5ba2\u6237\uff0c\u5176\u4e2d\u5f88\u5927\u4e00\u90e8\u5206\u6743\u91cd\u662f\u56fa\u5b9a\u7684\uff0c\u5e76\u4e14\u6211\u4eec\u4f1a constantly \u670d\u52a1\u8fd9\u4e2a\u6a21\u578b\uff0c\u8fd9\u6837\u624d\u7ecf\u6d4e\uff0c\u90a3\u4e48Taalas\u7684\u7ecf\u6d4e\u6548\u76ca\u5c06\u662f\u60ca\u4eba\u7684\u3002\u82af\u7247\u975e\u5e38\u4fbf\u5b9c\u3002\u5b83\u4e0d\u9700\u8981\u4efb\u4f55HBM\u6216\u4efb\u4f55\u7c7b\u578b\u7684\u5185\u5b58\u3002\u4e0d\u9700\u8981\u4efb\u4f55\u7c7b\u578b\u7684\u5148\u8fdb\u5c01\u88c5\u3002\u5373\u4f7f\u662fPCB\uff0c\u4ed6\u4eec\u5728\u82af\u7247\u5230\u82af\u7247\u901a\u4fe1\u4e0a\u53d7\u5230\u5ef6\u8fdf\u9650\u5236\uff0c\u5b8c\u5168\u6ca1\u6709\u5e26\u5bbd\u9650\u5236\u3002\u6240\u4ee5\u4ed6\u4eec\u4f7f\u7528PCIe\u548cCXL\uff0c\u4ed6\u4eec\u76ee\u524d\u7684\u4e3b\u8981\u9650\u5236\u662f\u4ed6\u4eec\u7684\u82af\u7247\u4e0a\u6ca1\u6709\u6700\u65b0\u7248\u672c\u7684CXL\uff0c\u663e\u7136CXL 3.0\u63d0\u4f9b\u7684\u4e00\u4e9b\u529f\u80fd\u4f1a\u5bf9\u4ed6\u4eec\u6709\u5b9e\u8d28\u6027\u7684\u5e2e\u52a9\u3002\u4f46\u4ed6\u4eec\u76ee\u524d\u4e5f\u8fd8\u597d\u3002\u6240\u4ee5\u4f60\u5c06\u62e5\u6709\u60ca\u4eba\u7684\u3001\u4e0d\u53ef\u601d\u8bae\u7684\u6027\u80fd\uff08\u5728\u5176\u4ed6\u4efb\u4f55\u67b6\u6784\u4e2d\u90fd\u4e0d\u53ef\u80fd\u5b9e\u73b0\uff09\uff0c\u800c\u4e14\u4ef7\u683c\u6781\u5176\u4fbf\u5b9c\u3002\u53ea\u662f\u6709\u8fd9\u6837\u4e00\u4e2a\u9650\u5236\uff1a\u5f88\u5927\u4e00\u90e8\u5206\u6743\u91cd\uff0c\u53ef\u80fd\u572850%\u523090%\u4e4b\u95f4\uff0c\u9700\u8981\u662f\u56fa\u5b9a\u7684\uff0c\u4f60\u4e0d\u80fd\u66f4\u6539\u5b83\u4eec\u3002\u8981\u66f4\u6539\u5b83\u4eec\uff0c\u4f60\u5c06\u4e0d\u5f97\u4e0d\u6254\u6389\u6240\u6709\u6216\u5927\u90e8\u5206\u82af\u7247\uff0c\u7136\u540e\u7b49\u5f85\u4e24\u5230\u4e09\u4e2a\u6708\uff0c\u800c\u65b0\u8bbe\u8ba1\u7684\u6210\u672c\u5927\u7ea6\u662f25\u4e07\u7f8e\u5143\u3002<\/p>\n\n\n\n<p>\u62ffTaalas\u7684CEO\u6765\u8bf4\u3002\u4ed6\u5728\u4e00\u6b21\u91c7\u8bbf\u4e2d\u8bf4\uff0c\u65b0\u7248\u672c\u82af\u7247\u7684\u8bbe\u8ba1\u6210\u672c\u201c\u76f8\u5f53\u4e8e\u4e00\u53f0H100\u670d\u52a1\u5668\u201d\u3002\u5047\u8bbe\u4f60\u8fd0\u8425\u4e00\u4e2a\u6570\u636e\u4e2d\u5fc3\uff0c\u7528Taalas\u82af\u7247\u670d\u52a1\u67d0\u4e2a\u6a21\u578b\uff0c\u4f60\u51b3\u5b9a\u6254\u6389\u6240\u6709Taalas\u82af\u7247\uff0c\u56e0\u4e3a\u6a21\u578b\u9700\u8981\u66f4\u65b0\u3002\u6240\u4ee5\u4f60\u5fc5\u987b\u6ce8\u9500\u8fd9\u7b14\u8d44\u672c\u652f\u51fa\uff0c\u4ed8\u7ed9Taalas\u989d\u5916\u768430\u523050\u4e07\u3002\u6700\u574f\u7684\u60c5\u51b5\u662f\uff0c\u4ed6\u4eec\u5728\u4e24\u4e09\u4e2a\u6708\u5185\u4e3a\u4f60\u5236\u9020\u65b0\u82af\u7247\uff0c\u7136\u540e\u4f60\u90e8\u7f72\u5b83\u4eec\u3002\u518d\u8bf4\u4e00\u6b21\uff0c\u6ca1\u6709\u5185\u5b58\u95ee\u9898\u3002\u751a\u81f3\u6ca1\u6709PCB\u95ee\u9898\u3002\u4f60\u53ef\u4ee5\u4f7f\u7528\u4f4e\u8d28\u91cf\u7684PCB\u6750\u6599\uff0c\u56e0\u4e3a\u5b83\u4eec\u53ea\u662f\u8fd0\u884c\u975e\u5e38\u6162\u7684PCIe\u3002\u6240\u4ee5\u8fd9\u53ef\u80fd\u884c\u5f97\u901a\u3002\u6211\u53ea\u662f\u5bf9\u6a21\u578b\u4e86\u89e3\u4e0d\u591f\uff0c\u770b\u4e0d\u51fa\u5b83\u662f\u5426\u771f\u80fd\u884c\u5f97\u901a\u3002<\/p>\n\n\n\n<p>Chris\uff1a\u5728\u5806\u6808\u7684\u4e0d\u540c\u5c42\u9762\u4e2d\uff0c\u4f60\u8ba4\u4e3a\u672a\u6765\u51e0\u5e74\u54ea\u4e9b\u6700\u7ec8\u4f1a\u9762\u4e34\u6700\u4e25\u91cd\u7684\u4f9b\u5e94\u9650\u5236\uff1f<\/p>\n\n\n\n<p>@bubbleboi\uff1a\u662f\u7684\uff0c\u51e0\u4e4e\u6240\u6709\u3002\u5982\u679c\u4f60\u5728\u4e00\u6708\u6216\u4e8c\u6708\u95ee\u6211\uff0c\u6211\u4f1a\u7ed9\u51fa\u622a\u7136\u4e0d\u540c\u7684\u7b54\u6848\uff0c\u4f46\u73b0\u5728 \u6240\u6709 \u90fd\u53d7\u9650\u3002<\/p>\n\n\n\n<p>Chris\uff1a\u4e3a\u4ec0\u4e48\u5e02\u573a\u4ece\u53bb\u5e74\u4e5d\u6708\u5de6\u53f3\u5f00\u59cb\u5bf9\u6b64\u75af\u72c2\uff1f<\/p>\n\n\n\n<p>@bubbleboi\uff1a\u6211\u4e0d\u660e\u767d\u8fd9\u70b9\u3002\u6709\u65f6\u5019\u5e02\u573a\u771f\u7684\u5f88\u5947\u602a\uff0c\u6211\u8ddf\u5f88\u591a\u5bf9\u51b2\u57fa\u91d1\u7684\u4eba\u804a\uff0c\u6211\u4f1a\u8bf4\uff0c\u4f60\u4eec\u5f88\u806a\u660e\uff0c\u4e3a\u4ec0\u4e48\u73b0\u5728\u624d\u610f\u8bc6\u5230\u8fd9\u4e2a\uff1f\u5f88\u5947\u602a\u3002<\/p>\n\n\n\n<p>Chris\uff1a\u5b8f\u89c2\u89c2\u70b9\u662f\u4e0d\u662f\u5927\u5bb6\u90fd\u5f00\u59cb\u660e\u767d\u4e86\uff0c\u597d\u5427\uff0c\u8d85\u5927\u89c4\u6a21\u4f01\u4e1a\u7684\u8d44\u672c\u652f\u51fa\u5c06\u7ee7\u7eed\u589e\u52a0\uff0c\u81f3\u5c11\u7edd\u5bf9\u503c\u4e0a\u4f1a\u589e\u957f\uff1f<\/p>\n\n\n\n<p>@bubbleboi\uff1a\u662f\u7684\uff0c\u5b8f\u89c2\u60c5\u51b5\u662f\u4eba\u4eec\u4e0d\u65ad\u5730\u6765\u56de\u6447\u6446\u3002\u6211\u7ed9\u4f60\u4e3e\u4e2a\u6709\u8da3\u7684\u4f8b\u5b50\u3002\u6709\u4eba\u544a\u8bc9\u6211\uff0c\u4f20\u7edf\u80fd\u6e90\u6295\u8d44\u8005\u90fd\u5728\u505a\u7a7aBloom\uff0c\u56e0\u4e3a\u4ed6\u4eec\u89c9\u5f97\uff0c\u54e6\uff0cBloom\u592a\u8d35\u4e86\uff0c\u5929\u7136\u6c14\u6da1\u8f6e\u673a\u66f4\u4fbf\u5b9c\uff0c\u8fd9\u662f\u4e2a\u6ce1\u6cab\u3002\u6211\u8bf4\uff0c\u54e5\u4eec\uff0c\u8fd9\u662f\u5173\u4e8e\u901a\u7535\u65f6\u95f4\u7684\u95ee\u9898\u3002\u4f60\u4eec\u5b8c\u5168\u9519\u8fc7\u4e86\u91cd\u70b9\u3002<\/p>\n\n\n\n<p>Chris\uff1a\u4ed6\u4eec\u4e0d\u4e86\u89e3\u8fd9\u7c7b\u5ba2\u6237\u9762\u4e34\u7684\u9650\u5236\u3002<\/p>\n\n\n\n<p>@bubbleboi\uff1a\u6211\u77e5\u9053\u3002\u4f60\u4e0d\u660e\u767d\u4eba\u4eec\u4e3a\u4ec0\u4e48\u9009\u62e9\u8fd9\u4e2a\u3002\u4e0d\u662f\u56e0\u4e3a\u66f4\u4fbf\u5b9c\u3002\u6bcf\u5146\u74e6\u7684\u7ecf\u6d4e\u6027\u53ef\u80fd\u5dee\u5f88\u591a\u3002\u4f46\u4f60\u73b0\u5728\u5c31\u80fd\u62e5\u6709\u5b83\u3002\u5982\u679c\u4f60\u5fc5\u987b\u5c06\u6570\u636e\u4e2d\u5fc3\u9879\u76ee\u63a8\u8fdf\u81f3\u5c11\u516d\u4e2a\u6708\uff0c\u2026\u2026\u6211\u8ddf\u66f4\u591a\u4e13\u6ce8\u4e8eAI\u548c\u534a\u5bfc\u4f53\u7684\u5bf9\u51b2\u57fa\u91d1\u804a\u8fc7\uff0c\u4ed6\u4eec\u8bf4\uff0c\u54e6\uff0c\u6211\u4eec\u77e5\u9053\u5176\u4ed6\u90a3\u4e9b\u505a\u7a7aBloom\u7684\u80fd\u6e90\u5bf9\u51b2\u57fa\u91d1\u3002\u4e3a\u4ec0\u4e48\u8981\u81ea\u5bfb\u6b7b\u8def\u505a\u7a7a\u8fd9\u4e2a\uff1f\u91d1\u878d\u4e16\u754c\u91cc\u6709\u5f88\u591a\u5947\u602a\u7684\u4e8b\u60c5\u3002\u6240\u4ee5\u6211\u65e0\u6cd5\u89e3\u91ca\u3002<\/p>\n\n\n\n<p>Chris\uff1a\u54ea\u4e9b\u5176\u4ed6\u5c42\u9762\u6700\u7ec8\u4f1a\u6210\u4e3a\u74f6\u9888\uff1f<\/p>\n\n\n\n<p>@bubbleboi\uff1a\u78f7\u5316\u94df\u60c5\u51b5\u975e\u5e38\u7cdf\u7cd5\u3002\u7b80\u76f4\u4e0d\u53ef\u601d\u8bae\u3002\u6211\u4e0d\u77e5\u9053\u5f88\u591a\u4eba\u4f1a\u600e\u4e48\u529e\uff0c\u4f46\u4efb\u4f55\u4e0e\u78f7\u5316\u94df\u76f8\u5173\u7684\u4e8b\u60c5\u90fd\u771f\u7684\u3001\u771f\u7684\u3001\u771f\u7684\u5f88\u7cdf\u7cd5\u3002<\/p>\n\n\n\n<p>\u78f7\u5316\u94df\u7528\u4e8e\u6fc0\u5149\u5668\u548c\u5149\u5b66\u5668\u4ef6\uff0c\u56e0\u4e3a\u7845\u65e0\u6cd5\u4ea7\u751f\u5149\u3002\u4eba\u4eec\u4ecd\u7136\u4e0d\u660e\u767d\u60c5\u51b5\u6709\u591a\u7cdf\uff0c\u56e0\u4e3aCPO\u5bf9\u6fc0\u5149\u5668\u7684\u566a\u58f0\u6027\u80fd\u63d0\u51fa\u4e86\u66f4\u9ad8\u7684\u8981\u6c42\u3002<\/p>\n\n\n\n<p>Chris\uff1a\u6bd4\u5982Aixtron\uff1f<\/p>\n\n\n\n<p>@bubbleboi\uff1a\u54e6\uff0c\u662f\u7684\u3002\u6240\u4ee5\u4ed6\u4eec\u5236\u9020\u7528\u4e8e\u78f7\u5316\u94df\u751f\u4ea7\u7684\u8bbe\u5907\u3002\u4ed6\u4eec\u67d0\u79cd\u7a0b\u5ea6\u4e0a\u4e0d\u662f\u74f6\u9888\uff0c\u55ef\uff0c\u4ed6\u4eec\u53ef\u80fd\u662f\uff0c\u4f46\u4ed6\u4eec\u6b63\u5728\u5236\u9020\u66f4\u591a\u7684\u673a\u5668\uff0c\u800c\u50cfLumentum\u3001Coherent\u548cSumitomo\u8fd9\u4e9b\u516c\u53f8\u6b63\u5728\u8d2d\u4e70\u8fd9\u4e9b\u673a\u5668\u3002\u6211\u505a\u591a\u8fd9\u4e9b\u3002\u66f4\u50cf\u662fLumentum\u548cCoherent\u7684\u4ea7\u80fd\u95ee\u9898\u3002\u886c\u5e95\u9886\u57df\uff0cAXT\u3001Sumitomo\u3001IQE\u7b49\u7b49\uff0c\u8fd9\u4e9b\u624d\u662f\u74f6\u9888\u3002<\/p>\n\n\n\n<p>Chris\uff1aIQE\u662f\u4ec0\u4e48\uff1f<\/p>\n\n\n\n<p>@bubbleboi\uff1a\u6709\u5bb6\u82f1\u56fd\u516c\u53f8\uff0c\u6211\u8ba4\u4e3a\u4ed6\u4eec\u505a\u5916\u5ef6\u3002\u5728\u8fd9\u4e2a\u78f7\u5316\u94df\u5236\u9020\u94fe\u4e2d\u6709\u5f88\u591a\u540d\u5b57\u3002\u76ee\u524d\u57fa\u672c\u4e0a\u90fd\u662f\u4e00\u573a\u707e\u96be\u3002<\/p>\n\n\n\n<p>Chris\uff1a\u57fa\u672c\u4e0a\u5c31\u662f\u6ca1\u6709\u8db3\u591f\u7684\u78f7\u5316\u94df\u4f9b\u5e94\u5168\u7403\uff1f<\/p>\n\n\n\n<p>@bubbleboi\uff1a\u662f\u7684\uff0c\u55ef\uff0c\u78f7\u5316\u94df\u77ff\u76ee\u524d\u6211\u8ba4\u4e3a\u8fd8\u597d\u3002\u4f46\u662f\u5c06\u78f7\u5316\u94df\u52a0\u5de5\u6210\u6676\u4f53\uff0c\u7136\u540e\u5236\u6210\u6676\u5706\uff0c\u7136\u540e\u5728\u6676\u5706\u4e0a\u505a\u5916\u5ef6\uff0c\u518d\u628a\u6fc0\u5149\u5668\u5370\u5236\u5230\u6676\u5706\u4e0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Semi\u6da8\u4e0a\u5929\u7684\u90e8\u5206\u539f\u56e0\u3002\u4f20\u7edf\u4e0a\uff0c\u6536\u53d1\u5668\u4e16\u754c\u7684\u5de5\u4f5c\u65b9\u5f0f\u662f\uff0c\u4eceEML\u5f00\u59cb\uff0c\u5b83\u57fa\u672c\u4e0a\u5c31\u662f\u4e00\u4e2a\u5355\u4e00\u7684 monolithic 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drama\uff0c\u54e6\u4e0d\uff0c\u7f8e\u5149\u8fdb\u4e0d\u4e86Nvidia Rubin\u3002\u6ca1\u4eba\u5728\u4e4e\u3002\u4ed6\u4eec\u53ea\u4f1a\u4ee5\u5929\u4ef7\u5356\u51fa\u66f4\u591a\u7684\u666e\u901aDRAM\u6216HBM3E\u3002\u8fd9\u4e9b\u90fd\u4e0d\u91cd\u8981\u3002\u8fd9\u4e09\u5bb6\u516c\u53f8\u90fd\u5c06\u4ee5\u76f8\u5f53\u9ad8\u7684\u4ef7\u683c\u5356\u5149\u4ed6\u4eec\u62e5\u6709\u7684\u6240\u6709\u4ea7\u54c1\u3002\u8d28\u91cf\u5dee\u8ddd\u73b0\u5728\u76f8\u5f53\u63a5\u8fd1\u4e86\u3002\u4ee5\u524d\u4e09\u661f\u7684HBM3\u975e\u5e38\u5dee\uff0c\u6ca1\u4eba\u80fd\u7528\u3002\u67d0\u4e9b\u4eba\u65e0\u8bba\u4ec0\u4e48\u4ef7\u683c\u90fd\u4e0d\u4f1a\u7528\u4e09\u661f\u7684HBM3\uff0c\u56e0\u4e3a\u6709\u5f88\u591a\u529f\u8017\u95ee\u9898\u3002\u5b83\u592a\u8017\u7535\u4e86\u3002\u4f46\u73b0\u5728\u5b83\u4eec\u90fd\u8db3\u591f\u63a5\u8fd1\u4e86\uff0c\u597d\u5427\uff0c\u5047\u8bbe\u82f1\u4f1f\u8fbe\u6807\u51c6\u66f4\u9ad8\uff0c\u62d2\u7edd\u4e86\u7f8e\u5149\u7684HBM4\uff0c\u4ed6\u4eec\u4f1a\u628aHBM4\u5356\u7ed9\u5176\u4ed6\u4eba\uff0c\u6216\u8005\u5e72\u8106\u4ee5\u60ca\u4eba\u7684\u6bdb\u5229\u7387\u51fa\u552e\u666e\u901aDRAM\u3002\u8fd9\u4e0d\u4f1a\u5728\u8d22\u52a1\u4e0a\u5f71\u54cd\u7f8e\u5149\u3002\u6240\u4ee5\u8fd9\u65b9\u9762\u5e55\u540e\u6709\u5f88\u591a drama\uff0c\u6211\u8ba4\u4e3a\u5766\u7387\u5730\u8bf4\u5f88\u611a\u8822\u3002<\/p>\n\n\n\n<p>Chris\uff1a\u5f53\u4f60\u8bf4\u5185\u5b58\u65f6\uff0c\u4f60\u7279\u6307DRAM\u8fd8\u662fHBM\u548cDRAM\uff1f<\/p>\n\n\n\n<p>@bubbleboi\uff1a\u662f\u7684\uff0c\u6211\u8bf4DRAM\u65f6\u5c31\u628aHBM\u5305\u542b\u5728\u91cc\u9762\u4e86\u3002\u90fd\u662f\u540c\u7c7b\u7684\u3002\u6211\u628a\u5185\u5b58\u5206\u4e3aDRAM\u548cNAND\u95ea\u5b58\u3002\u5c31\u8fd9\u4e24\u7c7b\u3002DRAM\u5c31\u662f\u6240\u6709\u4e0d\u662fNAND\u95ea\u5b58\u7684\u5185\u5b58\u3002<\/p>\n\n\n\n<p>Chris\uff1a\u4f60\u8bf4\u7684\u7b2c\u4e09\u5927\u74f6\u9888\u662f\u903b\u8f91\u6676\u5706\u5382\uff1f<\/p>\n\n\n\n<p>@bubbleboi\uff1a\u4f60\u53ef\u4ee5\u770b\u5230\u82f1\u7279\u5c14\u6da8\u4e0a\u5929\u4e86\uff0c\u95ee\u9898\u6b63\u5728\u89e3\u51b3\u3002\u95ee\u9898\u662f\u53f0\u79ef\u7535\u5c31\u662f\u6ca1\u6709\u8db3\u591f\u7684\u4ea7\u80fd\u3002\u4ed6\u4eec\u592a\u4fdd\u5b88\u4e86\u3002\u516d\u4e2a\u6708\u524d\uff0c\u4e09\u661f\u5728\u5148\u8fdb\u903b\u8f91\u4e0a\u57fa\u672c\u4e0a\u6ca1\u6709\u5229\u7528\u7387\uff0c\u51e0\u4e4e\u4e3a\u96f6\u3002\u800c\u82f1\u7279\u5c14\u53ea\u4f9b\u5185\u90e8\u7528\u3002\u73b0\u5728\u6709\u5916\u90e8\u516c\u53f8\u6d8c\u5165\uff0c\u4e09\u661f\u7684\u5229\u7528\u7387\u4e5f\u53d8\u5f97\u76f8\u5f53\u9ad8\u4e86\u3002\u6240\u4ee5\u6709\u4e00\u4e9b\u5f39\u6027\u7a7a\u95f4\uff0c\u903b\u8f91\u60c5\u51b5\u5728\u4e8c\u6708\u4efd\u770b\u8d77\u6765\u975e\u5e38\u7cdf\u7cd5\u3002\u73b0\u5728\u597d\u591a\u4e86\u3002\u867d\u7136\u4ecd\u7136\u76f8\u5f53\u7cdf\u7cd5\uff0c\u4f46\u6ca1\u6709\u6076\u5316\u3002\u5185\u5b58\u548c\u78f7\u5316\u94df\u5728\u8fc7\u53bb\u516d\u4e2a\u6708\u6076\u5316\u4e86\u3002\u903b\u8f91\u6709\u6240\u6539\u5584\uff0c\u4f46\u4ecd\u7136\u76f8\u5f53\u7cdf\u7cd5\uff0c\u56e0\u4e3a\u5efa\u8bbe\u8fd9\u4e9b\u751f\u4ea7\u7ebf\u9700\u8981\u5f88\u957f\u65f6\u95f4\uff0c\u800c\u4e14\u518d\u6b21\u5f3a\u8c03\uff0c\u53ea\u6709\u4e09\u4e2a\u73a9\u5bb6\uff1a\u4e09\u661f\u3001\u82f1\u7279\u5c14\u3001\u53f0\u79ef\u7535\u3002<\/p>\n\n\n\n<p>Chris\uff1a\u8fc7\u53bb\u516d\u4e2a\u6708\u8fd8\u6709\u54ea\u4e9b\u74f6\u9888\u6076\u5316\u4e86\uff1f<\/p>\n\n\n\n<p>@bubbleboi\uff1a\u4e0d\uff0c\u4e3b\u8981\u662f\u90a3\u4e24\u4e2a\u7c7b\u522b\u3002\u6211\u4e0d\u8ba4\u4e3a\u529f\u7387\u534a\u5bfc\u4f53\u60c5\u51b5\u4f1a\u53d8\u7cdf\uff0c\u4f46\u6211\u8ba4\u4e3a\u5b83\u4eec\u662f\u6700\u6709\u8da3\u7684\u7c7b\u522b\uff0c\u56e0\u4e3a\u7535\u52a8\u6c7d\u8f66\u60c5\u51b5\u4e0d\u4f73\uff0c\u6240\u4ee5\u6709\u5f88\u591a\u95f2\u7f6e\u4ea7\u80fd\u3002<\/p>\n\n\n\n<p>Chris\uff1a\u4f60\u80fd\u89e3\u91ca\u4e00\u4e0b\u529f\u7387\u534a\u5bfc\u4f53\u5417\uff1f<\/p>\n\n\n\n<p>@bubbleboi\uff1a\u529f\u7387\u534a\u5bfc\u4f53\u5c06\u7535\u529b\u4ece\u4e00\u79cd\u7535\u538b\u8f6c\u6362\u4e3a\u53e6\u4e00\u79cd\u7535\u538b\u3002\u4f60\u53ef\u4ee5\u8fd9\u6837\u60f3\u3002\u4f60\u6709\u4e00\u4e2a\u51e0\u5343\u4f0f\u4ea4\u6d41\u7535\u7684\u7535\u7f51\u3002\u4f60\u9700\u8981\u5c06\u5176\u8f6c\u6362\u4e3a\u8f83\u4f4e\u7684\u4ea4\u6d41\u7535\uff0c\u7136\u540e\u6700\u7ec8\u9700\u8981\u5c06\u5176\u8f6c\u6362\u4e3a\u76f4\u6d41\u7535\u538b\u3002800\u4f0f\u76f4\u6d41\uff0c400\u4f0f\u76f4\u6d41\uff0c240\u4f0f\u4ea4\u6d41\u3002\u6700\u7ec8\u7ecf\u8fc7\u51e0\u4e2a\u6b65\u9aa4\u540e\uff0c\u4f60\u7684\u9ad8\u7aef\u903b\u8f91\u82af\u7247\u6d88\u8017\u5927\u7ea61.2\u4f0f\u5de6\u53f3\u3002\u66f4\u51c6\u786e\u5730\u8bf4\uff0c\u6bcf\u4e2a\u9ad8\u7aef\u903b\u8f91\u82af\u7247\uff0c\u90a3\u4e9b3\u7eb3\u7c73\u7684\u82af\u7247\uff0c\u6807\u51c6\u7535\u538b\u5927\u7ea6\u662f0.75\u4f0f\u3002\u8fd8\u6709\u4e00\u4e9b\u9ad8\u538b\u4fa7\u7535\u538b\uff0c\u6bd4\u59821.1\u4f0f\u62161.5\u4f0f\u3002\u6240\u4ee5\u4f60\u5fc5\u987b\u4ece\u975e\u5e38\u9ad8\u7684\u7535\u538b\u964d\u5230\u82af\u7247\u6240\u9700\u7684\u4f4e\u5f97\u591a\u7684\u7535\u538b\u3002\u56e0\u6b64\u9700\u8981\u591a\u4e2a\u8f6c\u6362\u9636\u6bb5\u3002\u6709\u4e9b\u6750\u6599\u53eb\u5bbd\u5e26\u9699\u6750\u6599\uff0c\u78b3\u5316\u7845\u548c\u6c2e\u5316\u9553\uff0c\u7531\u4e8e\u7269\u7406\u539f\u56e0\uff0c\u5b83\u4eec\u6bd4\u7845\u597d\u5f97\u591a\u3002<\/p>\n\n\n\n<p>Chris\uff1a\u6548\u7387\u66f4\u9ad8\uff0c\u6240\u4ee5\u8282\u7701\u80fd\u6e90\u6210\u672c\uff0c\u5e76\u4e14\u9700\u8981\u66f4\u5c11\u7684\u51b7\u5374\uff1f<\/p>\n\n\n\n<p>@bubbleboi\uff1a\u662f\u7684\uff0c\u6ca1\u9519\u3002\u6548\u7387\u66f4\u9ad8\u3002\u800c\u4e14\u80fd\u627f\u53d7\u66f4\u9ad8\u7684\u7535\u538b\u3002\u4f60\u8bd5\u7740\u628a\u7845\u82af\u7247\u653e\u5728\u540c\u6837\u7684\u4f4d\u7f6e\uff0c\u5b83\u4f1a\u70e7\u6389\uff0c\u4f1a\u81ea\u6bc1\u3002<\/p>\n\n\n\n<p>Chris\uff1a\u5728\u4f60\u63d0\u5230\u7684\u516c\u53f8\u4e2d\uff0cTI\u3001Navitas\u3001onsemi\u3001Infineon\uff0c\u4f60\u6700\u559c\u6b22\u54ea\u4e2a\uff1f<\/p>\n\n\n\n<p>@bubbleboi\uff1a\u55ef\uff0c\u8fd9\u5468\u672b\u6211\u4f1a\u53d1\u5e16\u3002\u5feb\u5199\u5b8c\u4e86\u3002\u76ee\u524d\u5728\u6c2e\u5316\u9553\u9886\u57df\uff0cTI\u548cNavitas\u5e76\u5217\u7b2c\u4e00\uff0cInfineon\u8fdc\u8fdc\u843d\u540e\u7b2c\u4e8c\u3002onsemi\u58f0\u79f0\u4ed6\u4eec\u6709\u5f88\u5389\u5bb3\u7684\u4e1c\u897f\u53eb\u5782\u76f4\u6c2e\u5316\u9553\u3002\u4f46\u53ea\u662f\u5e7b\u706f\u7247\u3002\u6ca1\u6709\u6570\u636e\u8868\uff0c\u6ca1\u6709\u5b9e\u9645\u89c4\u683c\u3002\u53ea\u662f\u8bf4\uff0c\u6211\u4eec\u505a\u4e86\u4e2a\u4e1c\u897f\uff0c\u5b83\u4f1a\u6709\u8fd9\u4e9b\u60ca\u4eba\u7684\u6570\u5b57\u3002\u597d\u5427\uff0c\u5f53\u7136\u3002\u6240\u4ee5onsemi\uff0c\u4e5f\u8bb8\u4ed6\u4eec\u6709\u4e1c\u897f\uff0c\u4e5f\u8bb8\u6ca1\u6709\u3002\u5728\u78b3\u5316\u7845\u65b9\u9762\u6211\u8fd8\u6ca1\u641e\u6e05\u695a\uff0c\u8fd8\u9700\u8981\u51e0\u5929\u3002\u4f46\u78b3\u5316\u7845\u65b9\u9762\u4e00\u4e2a\u6709\u8da3\u7684\u73a9\u5bb6\u662f\uff0c\u5b83\u662f\u4e00\u4e2a meme \u80a1\u7968\uff0c\u4f46\u4e5f\u4e0d\u662f meme \u80a1\u7968\u3002\u90a3\u5c31\u662fWolfspeed\u3002<\/p>\n\n\n\n<p>Chris\uff1a\u7ed9\u6211\u8bb2\u8bb2Wolfspeed\u3002<\/p>\n\n\n\n<p>@bubbleboi\uff1a\u4ed6\u4eec massively \u8fc7\u5ea6\u5efa\u8bbe\u4e86\u4ea7\u80fd\u3002\u4ed6\u4eec\u662f\u7eaf\u78b3\u5316\u7845\u516c\u53f8\uff0c\u5e76\u4e14\u5782\u76f4\u6574\u5408\u3002\u4ed6\u4eec\u5236\u9020\u6676\u5706\u3001\u886c\u5e95\uff0c\u4ed6\u4eec\u5236\u9020\u5668\u4ef6\uff0c \u6240\u6709 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downturn \u6253\u51fb\u4e86\u3002\u4ed6\u4eec\u771f\u7684\u7834\u4ea7\u4e86\uff0c\u7b2c11\u7ae0\u7834\u4ea7\u3002\u4ed6\u4eec\u4e0d\u4e45\u524d\u624d\u4ece\u7b2c11\u7ae0\u7834\u4ea7\u4e2d\u8d70\u51fa\u6765\uff0c\u6211\u60f3\u5927\u6982\u662f\u56db\u4e2a\u6708\u524d\u3002\u6211\u5f97\u67e5\u4e00\u4e0b\u3002\u4f46\u786e\u5b9e\u662f\u5f88\u8fd1\u671f\u7684\u4e8b\u3002\u56e0\u4e3a\u4f60\u7684\u4f9b\u5e94\u5546\u7834\u4ea7\u4e86\uff0c \u6240\u6709\u4eba 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forward looking 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careful \u7684\u8bbe\u8ba1\u8003\u91cf\u3002\u8fd9\u91cc\u6709\u4e24\u5bb6\u516c\u53f8\u3002\u5f88\u591a\u4eba\u4e00\u76f4\u5728\u5411\u6211\u63a8\u8350\u8fd9\u4e2a\uff0c\u6211\u4e4b\u524d\u6ca1\u5f53\u56de\u4e8b\u3002\u7136\u540e\u5f53\u7b2c15\u4e2a\u4eba\u53d1\u7ed9\u6211\u65f6\uff0c\u6211\u8bf4\uff0c\u597d\u5427\uff0c\u6211\u4f1a\u8bfb\u4e00\u8bfb\u7684\u3002\u8fd9\u4e24\u5bb6\u516c\u53f8\u53ebSolarEdge\u548cEnphase Energy\u3002\u5b83\u4eec\u7684\u5386\u53f2\u662f\u4e3a\u592a\u9633\u80fd\u7535\u6c60\u677f\u5236\u9020\u5fae\u578b\u9006\u53d8\u5668\u3002\u592a\u9633\u80fd\u7535\u6c60\u677f\u90e8\u7f72\u7684\u95ee\u9898\u662f\uff0c\u592a\u9633\u80fd\u7535\u6c60\u677f\u662f\u76f4\u6d41\u7684\uff0c\u4f46\u663e\u7136\u4f60\u5bb6\u662f\u7528\u4ea4\u6d41\u7535\u7684\uff0c\u6240\u4ee5\u4f60\u9700\u8981\u5c06\u6bcf\u4e2a\u592a\u9633\u80fd\u7535\u6c60\u677f\u4ece\u76f4\u6d41\u8f6c\u6362\u4e3a\u6b63\u786e\u7684\u4ea4\u6d41\u7535\u3002\u7136\u540e\u8fd8\u6709\u5f88\u591a\u5b89\u5168\u65b9\u9762\u7684\u4e8b\u60c5\uff0c\u4f60\u5fc5\u987b\u63a7\u5236\u5b83\uff0c\u7b49\u7b49\u3002\u6240\u4ee5\u8fd9\u4e9b\u516c\u53f8\u4e3a\u5bb6\u5ead\u592a\u9633\u80fd\u90e8\u7f72\u505a\u8fd9\u4e9b\u5fae\u578b\u9006\u53d8\u5668\u3002\u81ea\u4ece\u5bb6\u5ead\u592a\u9633\u80fd\u7684\u7a0e\u6536\u4f18\u60e0\u653f\u7b56\u53d8\u5dee\u4ee5\u6765\uff0c\u8fd9\u4e9b\u516c\u53f8\u5f7b\u5e95\u5b8c\u86cb\u4e86\u3002\u4f60\u53ef\u4ee5\u770b\u770b\u5b83\u4eec\u7684\u80a1\u4ef7\u30022021\u5e74\u5de6\u53f3\u6709\u4e2a\u6ce1\u6cab\uff0c\u7136\u540e\u5b83\u4eec\u8dcc\u4e8690%\u3002\u5b83\u4eec\u73b0\u5728\u5c31\u662f\u57ab\u5e95\u7684\u80a1\u7968\u3002\u8fd9\u4e9b\u516c\u53f8\u6b63\u5728\u8f6c\u5411\u56fa\u6001\u53d8\u538b\u5668\u3002\u4ed6\u4eec\u770b\u5230\u4e86\u673a\u4f1a\u3002\u6211\u8fd8\u6ca1\u65f6\u95f4\u6df1\u5165\u7814\u7a76\uff0c\u4f46\u6211\u5b9e\u9645\u4e0a\u8ba4\u4e3a\u8fd9\u662f\u9760\u8c31\u7684\u3002\u8fd9\u662f\u4e00\u4e2a\u8d85\u7ea7\u611a\u8822\u7684\u60f3\u6cd5\u3002\u4f46\u6211\u8ba4\u4e3a\u4f5c\u4e3a\u80a1\u7968\u5b83\u5b9e\u9645\u4e0a\u4f1a\u6da8\u3002\u56e0\u4e3a\u4ed6\u4eec\u5728\u8fd9\u7c7b\u5668\u4ef6\u7684\u7ec4\u88c5\u548c\u4fdd\u62a4\u7535\u8def\u65b9\u9762\u975e\u5e38\u6709\u7ecf\u9a8c\u3002\u800c\u4e14\u8fd9\u53ef\u4ee5\u8bf4\u6bd4\u4ed6\u4eec\u5728\u592a\u9633\u80fd\u9886\u57df\u505a\u7684\u66f4\u5bb9\u6613\uff0c\u56e0\u4e3a\u4f60\u4e0d\u662f\u628a\u5b83\u5206\u5e03\u5728\u6574\u4e2a\u5c4b\u9876\u4e0a\uff0c\u4f60\u53ea\u662f\u628a\u6240\u6709\u4e1c\u897f\u653e\u5728\u4e00\u4e2a\u76d2\u5b50\u91cc\uff0c\u4f60\u53ef\u4ee5\u66f4\u5bb9\u6613\u5730\u8fdb\u884c\u8fc7\u6d41\u4fdd\u62a4\u3002\u4ed6\u4eec\u751a\u81f3\u6709\u4e00\u4e9b\u5dee\u5f02\u5316\u7684\u6280\u672f\u3002Enphase\u6709\u4e00\u4e2a22\u7eb3\u7c73\u7684\u63a7\u5236ASIC\u3002\u4ed6\u4eec\u81ea\u5df1\u8bbe\u8ba1\u4e8622\u7eb3\u7c73\u82af\u7247\u6765\u63a7\u5236\u6240\u6709\u8fd9\u4e9b\u5fae\u578b\u9006\u53d8\u5668\uff0c\u56e0\u4e3a\u4f60\u9700\u8981\u8fdb\u884c\u4e00\u5b9a\u7a0b\u5ea6\u7684\u8ba1\u7b97\uff0c\u5e76\u5411\u6240\u6709\u8fd9\u4e9b\u6a21\u62df\u90e8\u4ef6\u53d1\u9001\u4e00\u7cfb\u5217\u4e0d\u540c\u7684\u4fe1\u53f7\u3002\u8fd9\u662f\u4e00\u4e2a\u5206\u5e03\u5f0f\u7cfb\u7edf\u95ee\u9898\u3002\u57fa\u672c\u4e0a\uff0c\u4f60\u5fc5\u987b\u544a\u8bc9\u4e00\u4e07\u4e2a\u6676\u4f53\u7ba1\u5b83\u4eec\u9700\u8981\u4ee5\u4ec0\u4e48\u901f\u5ea6\u5f00\u5173\uff0c\u7136\u540e\u8fd8\u8981\u68c0\u6d4b\u6545\u969c\u7b49\u7b49\u3002\u6240\u4ee5\u4ed6\u4eec\u6709\u4e00\u4e2a\u63a7\u5236ASIC\uff0c\u8fd9\u7b80\u5316\u4e86\u4ed6\u4eec\u7684\u5de5\u4f5c\u3002\u8fd9\u662f\u4e00\u4e2a\u771f\u6b63\u7684\u7ade\u4e89\u4f18\u52bf\u3002<\/p>\n\n\n\n<p>Chris\uff1aDelta Electronics\u600e\u4e48\u6837\uff1f<\/p>\n\n\n\n<p>@bubbleboi\uff1a\u662f\u7684\uff0cDelta\u662f\u5927\u73a9\u5bb6\u3002\u6240\u4ee5\u6709Delta\u3001Vertiv\u3001Eaton\u7b49\u7b49\u6240\u6709\u8fd9\u4e9b\u5927\u516c\u53f8\u3002\u8fd9\u662f\u4ed6\u4eec\u7684\u6838\u5fc3\u4e1a\u52a1\u3002\u8fd9\u662f\u4ed6\u4eec\u5df2\u7ecf\u505a\u7684\u4e8b\u3002\u8fd9\u4e9b\u80a1\u7968\u5df2\u7ecf\u6da8\u4e86\u4e0d\u5c11\u3002SolarEdge\u548cEnphase\u6709\u5438\u5f15\u529b\u7684\u5730\u65b9\u5728\u4e8e\u5b83\u4eec\u5df2\u7ecf\u88ab\u9057\u5f03\u4e86\uff0c\u6ca1\u4eba\u5173\u6ce8\u3002\u8fd9\u4e9b\u80a1\u7968\uff0c\u5982\u679c\u6210\u529f\uff0c\u80fd\u6da85\u500d\u3002\u4f60\u662f\u60f3\u8ffd\u9010\u50cfVertiv\u90a3\u6837\u5df2\u7ecf\u6da8\u4e86\u5f88\u591a\u7684\uff0c\u8fd8\u662f\u60f3\u8ffd\u9010\u8fd9\u79cd\u6709\u70b9 degenerate 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harsh \u7684\u6279\u8bc4\u3002Andrew Feldman 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Feldman \u5bf9IO\u95ee\u9898\u6301\u5426\u8ba4\u6001\u5ea6\u3002\u6211\u8bf4\uff0c\u4e0d\uff0c\u4f19\u8ba1\uff0c\u522b\u518d\u5426\u8ba4\u4e86\uff0c\u5feb\u4fee\u597d\u5b83\u3002\u4f60\u53ef\u4ee5\u505a\u5f97\u66f4\u597d\u3002\u5c31\u628a\u4ea7\u54c1\u505a\u5f97\u66f4\u597d\u3002<\/p>\n\n\n\n<p>Chris\uff1a\u4f60\u4ecd\u7136\u770b\u7a7a neo clouds \u5417\uff1f<\/p>\n\n\n\n<p>@bubbleboi\uff1a\u662f\u7684\uff0c\u6709\u70b9\u3002\u770b\u770bCoreWeave\u4e0a\u4e2a\u5b63\u5ea6\u7684\u60c5\u51b5\u3002\u6211\u8ba4\u4e3a\u57fa\u672c\u4e0a\u4ed6\u4eec\u56e0\u4e3a\u6240\u6709\u77ed\u7f3a\uff08\u5149\u5b66\u5668\u4ef6\u548c\u5185\u5b58\uff09\u800c\u9762\u4e34\u66f4\u9ad8\u7684\u6210\u672c\u3002\u6240\u6709\u7684\u91d1\u878d\u4eba\u58eb\u90fd\u95ee\uff0c\u4f60\u4eec\u901a\u8fc7\u5408\u540c\u628a\u6210\u672c\u8f6c\u5ac1\u7ed9\u5ba2\u6237\u4e86\u5417\uff1fCoreWeave\u7684CEO\u8bd5\u56fe\u56de\u7b54\u8fd9\u4e2a\u95ee\u9898\u4e24\u6b21\uff0c\u6211\u5b8c\u5168\u4e0d\u77e5\u9053\u7b54\u6848\u662f\u4ec0\u4e48\u3002\u56e0\u4e3a\u80a1\u4ef7\u4e0b\u8dcc\u4e86\uff0c\u6211\u731c\u91d1\u878d\u4eba\u58eb\u89e3\u8bfb\u4e3a\uff0c\u4e0d\uff0c\u4ed6\u4eec\u88ab\u5751\u4e86\u3002\u4ed6\u4eec\u7b7e\u4e86\u957f\u671f\u5408\u540c\uff0c\u65e0\u6cd5\u8f6c\u5ac1\u6210\u672c\u3002<\/p>\n\n\n\n<p>Chris\uff1a\u5bf9\u6700\u53ef\u80fd\u5012\u95ed\u7684 neo clouds \u6709\u4ec0\u4e48\u770b\u6cd5\uff1f<\/p>\n\n\n\n<p>@bubbleboi\uff1a\u90a3\u4e9b\u5c0f\u516c\u53f8\u3002CoreWeave\u8db3\u591f\u5927\u3002Oracle\u8db3\u591f\u5927\u3002Nebius\u53ef\u80fd\u4e5f\u8db3\u591f\u5927\u3002\u6211\u4e0d\u786e\u5b9a\u4f1a\u4e0d\u4f1a\u5012\u95ed\uff0c\u4f46\u6700\u7ec8\u4f1a\u6709\u95ee\u9898\u3002\u8fd9\u91cc\u7684\u503a\u52a1\u6c34\u5e73\u3002\u4e00\u65e6\u51fa\u73b0 downturn\uff0c\u6216\u8005\u751a\u81f3\u5982\u679c\u52a0\u606f\uff0c\u4eca\u5e74\u4e0b\u534a\u5e74\u53ef\u80fd\u4f1a\u52a0\u606f\uff0c\u90a3\u5c06\u5bf9\u4ed6\u4eec\u9020\u6210\u4e25\u91cd\u6253\u51fb\u3002\u8fd9\u53ea\u662f\u4e00\u4e2a\u7cdf\u7cd5\u7684\u751f\u610f\u3002\u8fd8\u6709\u5f88\u591a\u5176\u4ed6\u5f88\u68d2\u7684\u4e1c\u897f\u53ef\u4ee5\u6295\u8d44\u3002\u5c31\u53bb\u6295\u90a3\u4e9b\u5427\u3002\u6211\u4e0d\u660e\u767d\u4e3a\u4ec0\u4e48\u4eba\u4eec\u60f3\u62e5\u6709\u8fd9\u4e9b\u5783\u573e\u3002<\/p>\n\n\n\n<p>Chris\uff1aTerafab\uff1f<\/p>\n\n\n\n<p>@bubbleboi\uff1a\u6ca1\u6709\u8db3\u591f\u7684\u4fe1\u606f\uff0c\u9664\u4e86\u770b\u8d77\u6765\u4ed6\u4eec\u53ef\u80fd\u5728\u6388\u6743Intel 14A\u5de5\u827a\u3002\u8fd9\u662f\u6211\u5bf9\u60c5\u51b5\u7684\u731c\u6d4b\u89e3\u8bfb\u3002\u6ca1\u6709\u4fe1\u606f\u3002<\/p>\n\n\n\n<p>Chris\uff1aCPO\u7684\u63a8\u5e7f\u4f1a\u9047\u5230\u5f88\u591a\u95ee\u9898\u5417\uff1f<\/p>\n\n\n\n<p>@bubbleboi\uff1a\u6211\u4e0d\u8ba4\u4e3a\u4f1a\u6709\u95ee\u9898\u3002\u62c5\u5fc3\u53ef\u9760\u6027\u7684\u4eba\u5b8c\u5168\u9519\u4e86\uff0c\u5e76\u4e14\u4e0d\u61c2\u5de5\u7a0b\u3002\u95ee\u9898\u5c06\u662f\u78f7\u5316\u94df\u77ed\u7f3a\uff0c\u90a3\u975e\u5e38\u975e\u5e38\u4e25\u91cd\u3002\u4f46\u90e8\u7f72\u65b9\u9762\uff0c\u4e0d\uff0c\u6211\u4e0d\u76f8\u4fe1\u4f1a\u6709\u95ee\u9898\u3002\u5982\u679c\u4f60\u505a\u5f97\u5bf9\uff0c\u5982\u679c\u4f60\u505a\u8db3\u4e86\u529f\u8bfe\uff0c\u5c31\u4e0d\u4f1a\u6709\u95ee\u9898\u3002\u5b9e\u9645\u4e0a\u5b83\u4f1a\u6bd4\u6536\u53d1\u5668\u66f4\u53ef\u9760\u3002<\/p>\n\n\n\n<p>Chris\uff1a\u5bf9Amkor\u6709\u4ec0\u4e48\u770b\u6cd5\uff1f<\/p>\n\n\n\n<p>@bubbleboi\uff1a\u6ca1\u6709\uff0c\u6211\u4e0d\u592a\u5173\u6ce8\u5c01\u88c5\u9886\u57df\u7684\u73a9\u5bb6\u3002<\/p>\n\n\n\n<p>Chris\uff1a\u90a3Ibiden\u6216Unimicron\u5462\uff1f<\/p>\n\n\n\n<p>@bubbleboi\uff1a\u6ca1\u6709\uff0c\u6211\u4e0d\u77e5\u9053\u3002\u6ca1\u6709\u770b\u6cd5\u3002<\/p>\n\n\n\n<p>Chris\uff1aNokia\u8fd8\u662fInfinera\uff1f<\/p>\n\n\n\n<p>@bubbleboi\uff1a\u54e6\uff0c\u662f\u7684\u3002\u5b83\u6709\u6f5c\u529b\u6210\u4e3a\u4fbf\u5b9c\u5f97\u591a\u7684Ciena\u7248\u672c\u3002\u6240\u4ee5\u5982\u679c\u4f60\u89c9\u5f97\uff0c\u54c7\uff0cCiena\u6da8\u4e86\u5f88\u591a\uff0c\u4f30\u503c\u5f88\u9ad8\uff0c\u90a3\u4e48\u4f60\u53ef\u4ee5\u4e70Nokia\uff0c\u4ed6\u4eec\u4e5f\u5728\u5c1d\u8bd5\u505a\u540c\u6837\u7684\u4e8b\u60c5\u3002\u6240\u4ee5\u6211\u8ba4\u4e3a\u8fd9\u662f\u4e00\u4e2a\u771f\u6b63\u7684\u4ef7\u503c\u6295\u8d44\u3002\u5b83\u662f\u5c11\u6570\u51e0\u4e2a\u4f30\u503c\u5408\u7406\u7684\u4e1c\u897f\u4e4b\u4e00\u3002\u6211\u76ee\u524d\u6ca1\u6709\u6301\u6709\uff0c\u4f46\u6211\u8fdb\u8fdb\u51fa\u51fa\u8fc7\uff0c\u6211\u9700\u8981\u66f4\u591a\u65f6\u95f4\u6765\u8003\u8651\u3002\u4f46\uff0c\u662f\u7684\uff0c\u6211\u559c\u6b22\u5b83\u3002<\/p>\n\n\n\n<p>Chris\uff1a\u4f60\u504f\u597d\u7684\u53c2\u4e0e\u78f7\u5316\u94df\u7684\u65b9\u5f0f\u662f\u4ec0\u4e48\uff1f<\/p>\n\n\n\n<p>@bubbleboi\uff1a\u4e3b\u8981\u662fLumentum\u3002\u66f4\u5192\u9669\u7684\u505a\u6cd5\u662fAXT\uff0c\u7136\u540e\u534a\u5bfc\u4f53\u8bbe\u5907\u65b9\u9762\u662f\u5fb7\u56fd\u516c\u53f8AIXTRON\u3002\u5c31\u8fd9\u4e09\u5bb6\u3002<\/p>\n\n\n\n<p>Chris\uff1a\u4f60\u8ba4\u4e3a\u76ee\u524d\u4ec0\u4e48\u88ab\u7092\u4f5c\u5f97\u6700\u5389\u5bb3\uff1f<\/p>\n\n\n\n<p>@bubbleboi\uff1a\u6211\u4f1a\u8bf4\u662fmicroLED\uff0c\u56e0\u4e3a\u6211\u8ba4\u4e3a\u8fd9\u662f\u4e00\u4e2a\u9a97\u5c40\u3002\u6709\u5927\u7ea6\u4e03\u79cdmicroLED\u7684\u66ff\u4ee3\u65b9\u6848\uff0c\u800c\u4e14\u5b83\u4eec\u5728\u5ba2\u89c2\u4e0a\u5168\u90fd\u66f4\u597d\u3002\u6240\u4ee5\uff0c\u662f\u7684\uff0c\u6211\u5c31\u662f\u8ba8\u538cmicroLED\u3002<\/p>\n\n\n\n<p>Chris\uff1aGE Vernova\u3002<\/p>\n\n\n\n<p>@bubbleboi\uff1a\u6211\u6301\u6709\u4e0d\u5c11\u3002\u6211\u5728\u4e00\u4e2a\u53ea\u505a\u591a\u7684\u8d26\u6237\u91cc\uff0c\u5927\u6982\u5728170\u7684\u4ef7\u4f4d\u4e70\u4e86\u5f88\u591a\u80a1\u3002\u6211\u7684\u5e73\u5747\u6210\u672c\u4ef7\u5927\u6982\u5728170\u5230250\u4e4b\u95f4\u3002\u5b83\u5df2\u7ecf\u6da8\u4e0a\u5929\u4e86\uff0c\u55ef\uff0c\u6211\u60f3\u6211\u6c38\u8fdc\u4e0d\u4f1a\u5356\u8fd9\u4e2a\u4e86\u3002\u6240\u4ee5\uff0c\u662f\u7684\uff0c\u5f88\u68d2\u3002\u71c3\u6c14\u8f6e\u673a\u3002\u6211\u8fd0\u6c14\u597d\uff0c\u6709\u4eba\u5f88\u65e9\u5c31\u7ed9\u6211\u900f\u9732\u4e86\u6d88\u606f\u3002\u4ed6\u4eec\u7684\u62a4\u57ce\u6cb3\u8d28\u91cf\u5f88\u9ad8\u3002\u4ed6\u4eec\u662f\u5c11\u6570\u80fd\u5236\u9020\u8fd9\u4e2a\u7684\u516c\u53f8\u4e4b\u4e00\u3002\u4f46\u5230\u4e86\u8fd9\u4e2a\u5730\u6b65\uff0c\u4ed6\u4eec\u5df2\u7ecf\u5b8c\u5168\u88ab\u8ba2\u6ee1\u4e86\uff0c\u80a1\u4ef7\u4e5f\u6da8\u4e86\u8fd9\u4e48\u591a\uff0c\u6211\u4e0d\u786e\u5b9a\u80a1\u4ef7\u8fd8\u80fd\u600e\u4e48\u66f4\u9ad8\u3002\u4ea7\u80fd\u4ece\u54ea\u91cc\u6765\uff0c\u6216\u8005\u6da8\u4ef7\u4ece\u54ea\u91cc\u6765\uff1f\u6211\u4e0d\u77e5\u9053\u3002<\/p>\n\n\n\n<p>Chris\uff1a\u4ece\u4f60\u7684\u53ea\u505a\u591a\u6295\u8d44\u7ec4\u5408\u4e2d\u9009\u51e0\u4e2a\uff1aBesi\u3001Rigaku\u3001\u53f0\u79ef\u7535\u6216Fujikura\uff0c\u54ea\u4e2a\u6700\u4ee4\u4eba\u5174\u594b\uff1f<\/p>\n\n\n\n<p>@bubbleboi\uff1aRigaku\u3002<\/p>\n\n\n\n<p>Chris\uff1a\u90a3\u662f\u7528\u4e8e\u5148\u8fdb\u5c01\u88c5\u7684X\u5c04\u7ebf\uff1f<\/p>\n\n\n\n<p>@bubbleboi\uff1aBesi\u5df2\u7ecf\u6da8\u4e86\u5f88\u591a\uff0c\u6240\u4ee5\u5728\u73b0\u5728\u7684\u4ef7\u4f4d\u4e70\u5165\uff0c\u6211\u4e0d\u77e5\u9053\u3002\u4f46Rigaku\uff0c\u4f20\u7edf\u73a9\u5bb6\u662fCamtek\u548cOnto\uff0c\u4ed6\u4eec\u505a\u57fa\u4e8e\u5149\u5b66\u7684\u5148\u8fdb\u5c01\u88c5\u68c0\u6d4b\u3002\u8fd9\u4e9bX\u5c04\u7ebf\u673a\u5668\u4f20\u7edf\u4e0a\u7528\u4e8e\u7814\u53d1\u76ee\u7684\u3002\u5047\u8bbe\u4f60\u662f\u53f0\u79ef\u7535\uff0c\u4f60\u6b63\u8bd5\u56fe\u5f00\u53d1\u4f60\u76842\u7eb3\u7c73\u8282\u70b9\uff0c\u5728\u7814\u53d1\u90e8\u5206\uff0c\u4f60\u9700\u8981\u771f\u6b63\u6df1\u5165\u5730\u89c2\u5bdf\u5e76\u5f04\u6e05\u695a\u53d1\u751f\u4e86\u4ec0\u4e48\uff0c\u4f60\u4f1a\u4e70\u51e0\u53f0\u8fd9\u79cdRigaku\u673a\u5668\uff0c\u628a\u5b83\u4eec\u7528\u4e8e\u7814\u53d1\uff0c\u7136\u540e\u518d\u4e5f\u4e0d\u7528\u4e86\u3002\u73b0\u5728\u60c5\u51b5\u5df2\u7ecf\u53d1\u5c55\u5230\uff0c\u7531\u4e8e\u5168\u73af\u7ed5\u6805\u6781\u6676\u4f53\u7ba1\u3001\u80cc\u9762\u4f9b\u7535\u4ee5\u53ca\u4e0b\u4e00\u4ee3\u5148\u8fdb\u5c01\u88c5\u66f4\u4e25\u683c\u7684\u516c\u5dee\uff0c\u4f60\u5fc5\u987b\u4f7f\u7528\u8fd9\u4e9bX\u5c04\u7ebf\u673a\u5668\u3002\u4f60\u7528\u5149\u5b66\u5c31\u5b8c\u86cb\u4e86\u3002\u6240\u4ee5Rigaku\u6b63\u4ece niche \u7814\u53d1\u8f6c\u5411\u751f\u4ea7\u3002Onto\u77e5\u9053\u4ed6\u4eec\u5b8c\u86cb\u4e86\uff0c\u56e0\u4e3a\u4ed6\u4eec\u4f5c\u4e3a\u6218\u7565\u5408\u4f5c\u4f19\u4f34\u6536\u8d2d\u4e86Rigaku 27%\u7684\u80a1\u4efd\u3002\u57fa\u672c\u4e0a\uff0c\u5728Rigaku\u673a\u5668\u4e0a\u8fd0\u884c\u7684\u8f6f\u4ef6\u5c31\u662fOnto\u7684\u8f6f\u4ef6\u3002\u6240\u4ee5\u5f88\u591a\u4eba\u8bf4\uff0c\u54e6\uff0c\u8fd9\u5bf9Onto\u662f\u5229\u597d\u3002\u4e0d\uff0c\u4e0d\u662f\u7684\u3002\u4ed6\u4eec\u77e5\u9053\u81ea\u5df1\u9020\u4e0d\u51fa\u673a\u5668\uff0c\u6240\u4ee5\u5c31\u53bb\u4e70\u4e86\u80fd\u9020\u673a\u5668\u7684\u516c\u53f8\u56db\u5206\u4e4b\u4e00\u7684\u5e02\u503c\uff0c\u7136\u540e\u987a\u4fbf\u5356\u70b9\u8f6f\u4ef6\u3002\u6240\u4ee5\uff0c\u5c31\u4e70Rigaku\u3002\u6240\u4ee5\uff0c\u662f\u7684\uff0c\u90a3\u662f\u6211\u6700\u559c\u6b22\u7684\u4e13\u4e1a niche \u534a\u5bfc\u4f53\u8bbe\u5907\u3002\u6211\u559c\u6b22\u5b83\u3002<\/p>\n\n\n\n<p>Chris\uff1a\u4ece\u4f60\u7684\u4ea4\u6613\u8d26\u6237\u4e2d\uff1aTower Semi\u3001Lumentum\u3001Intel\u3001Bloom\u3001Semtech\uff0c\u54ea\u4e2a\u6700\u4ee4\u4eba\u5174\u594b\uff1f<\/p>\n\n\n\n<p>@bubbleboi\uff1aSemtech\u3002\u7edd\u5bf9\u662fSemtech\u3002\u5176\u4ed6\u7684\u5df2\u7ecf\u6da8\u4e86\u5f88\u591a\u3002Semtech\uff0c\u6211\u4ecd\u7136\u8ba4\u4e3a\u4eba\u4eec\u6ca1\u6709\u5b8c\u5168\u7406\u89e3\u4ed6\u4eec\u505a\u4ec0\u4e48\u3002<\/p>\n\n\n\n<p>Chris\uff1a\u6211\u975e\u5e38\u5929\u771f\u7684\u7406\u89e3\u662f\u5b83\u8ba9\u94dc\u7ebf\u5de5\u4f5c\u5f97\u66f4\u597d\uff1f<\/p>\n\n\n\n<p>@bubbleboi\uff1a\u90a3\u662f\u771f\u7684\uff0c\u4f46\u90a3\u53ea\u662f\u6545\u4e8b\u7684\u4e00\u5c0f\u90e8\u5206\u3002\u4ed6\u4eec\u5236\u9020\u6a21\u62df\u653e\u5927\u5668\u548c\u6a21\u62df\u5747\u8861\u5668\u3002\u7f8e\u5999\u4e4b\u5904\u5728\u4e8e\uff0c\u8fd9\u53ef\u4ee5\u7528\u4e8e\u6709\u6e90\u94dc\u7f06\uff0c\u53ef\u4ee5\u7528\u4e8ePCB\uff0c\u53ef\u4ee5\u7528\u4e8e\u7ebf\u6027\u53ef\u63d2\u62d4\u5149\u5b66\u5668\u4ef6\uff0c\u53ef\u4ee5\u7528\u4e8e\u4f20\u7edf\u6536\u53d1\u5668\uff0c\u53ef\u4ee5\u7528\u4e8eArista XPO\u7684\u4e1c\u897f\uff0c\u53ef\u4ee5\u7528\u4e8e\u8fd1\u5c01\u88c5\u5149\u5b66\u5668\u4ef6\u3002\u8fd9\u4ed6\u5988\u7684\u662f \u6240\u6709\u3002\u4e0d\u4ec5\u4ec5\u662f\u94dc\uff0c\u662f \u6240\u6709\u3002\u592a\u68d2\u4e86\u3002\u800c\u4e14\u4ed6\u4eec\u62e5\u6709\u6700\u9ad8\u8d28\u91cf\u7684\u90e8\u4ef6\u3002\u57fa\u672c\u4e0a\u662f\u4ed6\u4eec\u548cMACOM\u4e4b\u95f4\u7684\u53cc\u5934\u5784\u65ad\u3002Semtech\u7684\u90e8\u4ef6\u5c31\u662f\u66f4\u597d\u3002\u6211\u770b\u8fc7\u6570\u636e\u8868\u3002\u6211\u7528\u8fc7\u8fd9\u4e9b\u4e1c\u897f\u3002\u6240\u4ee5\u5f88\u591a\u91d1\u878d\u4eba\u58eb\uff0c\u4ed6\u4eec\u548c\u4e00\u4e9b\u4e1a\u52a1\u4eba\u5458\u505a\u4e13\u5bb6\u7535\u8bdd\u4f1a\u8bae\uff0c\u54e6\uff0c\u662f\u7684\uff0c\u6211\u4eec\u6709\u4e24\u4e2a\u4f9b\u5e94\u5546\uff0c\u7b49\u7b49\u3002\u6211\u8bf4\uff0c\u5144\u5f1f\uff0c\u6bd4\u4f8b\u662f\u591a\u5c11\uff1f\u5927\u6982\u662f90% Semtech\uff0c\u56e0\u4e3aSemtech\u7684\u90e8\u4ef6\u597d\u5f97\u591a\u3002\u6240\u4ee5\uff0c\u662f\u7684\uff0cSemtech\u8fd8\u6709\u5f88\u5927\u7684\u4e0a\u6da8\u7a7a\u95f4\u3002\u8fd9\u4ed6\u5988\u592a\u68d2\u4e86\u3002\u5b83\u65e0\u5904\u4e0d\u5728\u3002\u4e0d\u4ec5\u4ec5\u662f\u94dc\u3002<\/p>\n\n\n\n<p>Chris\uff1a\u5728\u4e0d\u540c\u7684\u7ec6\u5206\u9886\u57df\uff0c\u4f4e\u3001\u4e2d\u3001\u9ad8\uff0c\u4f60\u8ba4\u4e3aHBM\u7d27\u4fcf\u7a0b\u5ea6\u5982\u4f55\uff1f<\/p>\n\n\n\n<p>@bubbleboi\uff1a\u662f\u7684\uff0c\u9ad8\u3002<\/p>\n\n\n\n<p>Chris\uff1a\u7845\u5149\u3001\u5149\u5b66\u5668\u4ef6\u3001CPO\u3002<\/p>\n\n\n\n<p>@bubbleboi\uff1a\u4e5f\u5f88\u9ad8\u3002\u8003\u8651\u5230Tower\u7684\u60c5\u51b5\u3002<\/p>\n\n\n\n<p>Chris\uff1aTower\u53d1\u751f\u4e86\u4ec0\u4e48\uff1f<\/p>\n\n\n\n<p>@bubbleboi\uff1a\u4eba\u4eec\u63d0\u524d\u4e3a2027\u5e74\u30012028\u5e74\u7684\u4ea7\u80fd\u4ed8\u94b1\u7ed9Tower\u3002\u4ed6\u4eec\u7684\u80a1\u7968\u6da8\u4e86\u5927\u698215%\u3002\u90a3\u662f\u51e0\u5341\u4ebf\u7f8e\u5143\u7684\u5e02\u503c\u589e\u957f\u3002\u4ed6\u4eec\u88ab\u8ba2\u5149\u4e86\u3002<\/p>\n\n\n\n<p>Chris\uff1a\u4f60\u8ba4\u4e3a\u5149\u5b66\u5668\u4ef6\u4e2d\u54ea\u4e2a\u5b50\u96c6\u6700\u91cd\u8981\uff1f<\/p>\n\n\n\n<p>@bubbleboi\uff1a\u78f7\u5316\u94df\u90e8\u5206\uff0c\u6fc0\u5149\u5668\u3002<\/p>\n\n\n\n<p>Chris\uff1a\u5148\u8fdb\u5c01\u88c5\u3002<\/p>\n\n\n\n<p>@bubbleboi\uff1a\u6211\u4e0d\u8ba4\u4e3a\u90a3\u4f1a\u6210\u4e3a\u592a\u5927\u7684\u95ee\u9898\uff0c\u56e0\u4e3a\u82f1\u7279\u5c14\u6b63\u5728\u5927\u91cf\u589e\u52a0\u4ea7\u80fd\u3002\u6211\u60f3\u82f1\u7279\u5c14\u5728\u9a6c\u6765\u897f\u4e9a\u6709\u5f88\u591a\u4ea7\u80fd\u3002<\/p>\n\n\n\n<p>Chris\uff1a\u5bf9EMIB\u7684\u770b\u6cd5\uff1f<\/p>\n\n\n\n<p>@bubbleboi\uff1a\u662f\u7684\uff0cEMIB\u5f88\u597d\u3002\u76f4\u89c2\u4e0a\u4f60\u53ef\u4ee5\u8ba4\u4e3aEMIB\u57fa\u672c\u4e0a\u548cCoWoS-L\u662f\u4e00\u6837\u7684\u3002\u6709\u4e00\u4e9b\u6280\u672f\u7ec6\u8282\uff0c\u4f46\u4ece\u8bbe\u8ba1\u8005\u7684\u89d2\u5ea6\u6765\u770b\u662f\u4e00\u6837\u7684\u300218\u4e2a\u6708\u524dEMIB\u7684\u95ee\u9898\u662f\u82f1\u7279\u5c14\u5728\u8bbe\u8ba1\u89c4\u5219\u548c\u5ba2\u6237\u670d\u52a1\u65b9\u9762\u6709\u70b9\u611a\u8822\uff0c\u975e\u5e38\u7cdf\u7cd5\u3002\u7136\u540eLip-Bu Tan\u6765\u4e86\uff0c\u89e3\u96c7\u4e86\u4e00\u5806\u4eba\uff0c\u73b0\u5728\u597d\u4e86\u3002\u73b0\u5728\u4eba\u4eec\u6b63\u5728\u628a\u4e1c\u897f\u8f6c\u79fb\u5230EMIB\uff0c\u56e0\u4e3a\uff0c\u7b2c\u4e00\uff0c\u53f0\u79ef\u7535\u6ca1\u6709\u8db3\u591f\u7684CoWoS\u4ea7\u80fd\uff0c\u7b2c\u4e8c\uff0c\u53f0\u79ef\u7535\u66f4\u613f\u610f\u7528\u4ed6\u4eec\u7684\u6d01\u51c0\u5ba4\u7a7a\u95f4\u6765\u751f\u4ea760-70%\u6bdb\u5229\u7387\u7684N3\uff0c\u800c\u4e0d\u662f\u7528\u6765\u505aCoWoS\u3002\u6240\u4ee5\u6211\u8ba4\u4e3a\u5148\u8fdb\u5c01\u88c5\u7684\u60c5\u51b5\uff0c\u81f3\u5c11\u76f8\u5bf9\u4e8e\u5176\u4ed6\u4e1c\u897f\uff0c\u4e0d\u4f1a\u50cf\u4eba\u4eec\u60f3\u7684\u90a3\u4e48\u7cdf\u3002\u5176\u4ed6\u4e1c\u897f\u4f1a\u66f4\u7cdf\u3002<\/p>\n\n\n\n<p>Chris\uff1aABF\u57fa\u677f\u3002<\/p>\n\n\n\n<p>@bubbleboi\uff1a\u6211\u77e5\u9053\u7684\u4e0d\u591f\u591a\u3002<\/p>\n\n\n\n<p>Chris\uff1aHBF\u3002<\/p>\n\n\n\n<p>@bubbleboi\uff1a\u6211\u5b8c\u5168\u4e0d\u559c\u6b22\u9ad8\u5e26\u5bbd\u95ea\u5b58\u3002\u6211\u4e0d\u8ba4\u4e3a\u8fd9\u662f\u4e00\u4e2a\u597d\u7684\u89e3\u51b3\u65b9\u6848\uff0c\u56e0\u4e3a\u5b83\u4f1a\u6709\u8010\u4e45\u6027\u95ee\u9898\u3002\u6240\u4ee5\u6211\u5c31\u662f\u4e0d\u559c\u6b22\u5b83\u3002\u6211\u751a\u81f3\u4e0d\u60f3\u628a\u5b83\u770b\u4f5c\u4e00\u4e2a\u74f6\u9888\u3002\u6211\u53ea\u662f\u89c9\u5f97\u8fd9\u662f\u4e2a\u574f\u4e3b\u610f\u3002\u5982\u679c\u4f60\u8981\u4e3a\u6b64\u7c7b\u5e94\u7528\u4f7f\u7528\u95ea\u5b58\uff0c\u90a3\u4e48\u4f60\u9700\u8981\u8ba9\u5b83\u53ef\u63d2\u62d4\u3002\u5982\u679c\u5b83\u662f\u53ef\u63d2\u62d4\u7684\uff0c\u4f60\u5c31\u4e0d\u9700\u8981\u5806\u53e0\u5b83\u3002\u4f60\u53ef\u4ee5\u628a\u5b83\u653e\u5728CXL\u63a7\u5236\u5668\u5468\u56f4\uff0c\u7136\u540e\u653e\u5728\u670d\u52a1\u5668\u7684\u67d0\u4e2a\u5730\u65b9\u3002<\/p>\n\n\n\n<p>Chris\uff1a\u6676\u5706\u3002<\/p>\n\n\n\n<p>@bubbleboi\uff1a\u78f7\u5316\u94df\u6676\u5706\uff0c\u76f8\u5f53\u7cdf\u7cd5\u3002\u78b3\u5316\u7845\u6676\u5706\uff0c\u4e0d\u3002\u666e\u901a\u6676\u5706\u4e5f\u4e0d\uff0c\u53ef\u80fd\u8fd8\u597d\u3002<\/p>\n\n\n\n<p>Chris\uff1aPCB\u3002<\/p>\n\n\n\n<p>@bubbleboi\uff1a\u5f88\u7cdf\u7cd5\u3002\u652f\u6301200G SerDes\u7684\u9ad8\u901f\u3001\u6700\u9ad8\u8d28\u91cf\u7684\u6750\u6599\uff0c\u662f\u7684\uff0c\u975e\u5e38\u7cdf\u7cd5\u3002 \u6240\u6709\u4eba \u57fa\u672c\u4e0a\u90fd\u88ab\u8ba2\u5149\u4e86\u3002<\/p>\n\n\n\n<p>Chris\uff1a\u90a3\u91cc\u6709\u504f\u597d\u7684\u6295\u8d44\u6807\u7684\u5417\uff1f<\/p>\n\n\n\n<p>@bubbleboi\uff1a\u6211\u4ea4\u6613\u8fc7TTMI\uff0c\u8fdb\u8fdb\u51fa\u51fa\uff0c\u4f46\u73b0\u5728\u5b83\u6da8\u592a\u591a\u4e86\uff0c\u6211\u4e0d\u60f3\u518d\u78b0\u4e86\u3002\u6240\u4ee5\uff0c\u662f\u7684\uff0c\u6211\u4e0d\u77e5\u9053\u8be5\u6295\u8d44\u54ea\u4e2a\u3002\u8fd8\u6709\u597d\u591a\u53f0\u6e7e\u7684\u73a9\u5bb6\u6211\u4e0d\u5173\u6ce8\u3002\u8fd9\u662f\u6211\u4e0d\u78b0\u7684\u9886\u57df\u4e4b\u4e00\u3002<\/p>\n\n\n\n<p>Chris\uff1a\u7535\u529b\u548c\u53d8\u538b\u5668\u3002<\/p>\n\n\n\n<p>@bubbleboi\uff1a\u611f\u5230\u5174\u594b\uff0c\u662f\u7684\u3002\u74f6\u9888\uff0c\u4e0d\u662f\u3002\u6709\u5f88\u591a\u95f2\u7f6e\u7684\u6676\u5706\u5382\u4ea7\u80fd\u3002\u4f46\u662f\u6700\u5174\u594b\uff0c\u662f\u7684\u3002<\/p>\n\n\n\n<p>Chris\uff1a\u5174\u594b\u662f\u56e0\u4e3a\u5b83\u5728\u6280\u672f\u4e0a\u5bf9\u4f60\u6765\u8bf4\u5f88\u6709\u8da3\uff1f<\/p>\n\n\n\n<p>@bubbleboi\uff1a\u6280\u672f\u4e0a\u5f88\u6709\u8da3\uff0c\u800c\u4e14\u662f\u4e0b\u4e00\u4e2a\u4f1a\u7206\u53d1\u7684\u4e1c\u897f\u3002Lumentum\u7684\u80a1\u7968\u5728\u8d22\u62a5\u540e\u6ca1\u6da8\u7684\u4e00\u4e2a\u5f88\u5927\u539f\u56e0\uff0c\u5b83\u8dcc\u4e86\u7136\u540e\u53c8\u6da8\u4e86\uff0c\u662f\u56e0\u4e3aHurlston\u544a\u8bc9 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