Lam Research Corp\uff08NASDAQ:LRCX\uff09<\/a>\u7684\u80a1\u4ef7\u5927\u6da89.3%\uff0c\u534a\u5bfc\u4f53\u8bbe\u5907\u7cfb\u7edf\u63d0\u4f9b\u5546\u963f\u65af\u9ea6\u63a7\u80a1ASML Holding\uff08NASDAQ:ASML\uff09\u7684\u80a1\u4ef7\u4e0a\u6da83.5%\uff0c\u82af\u7247\u5236\u9020\u5546Advanced Micro Devices Inc\uff08NASDAQ:AMD\uff09\u7684\u80a1\u4ef7\u4eca\u5929\u6536\u6da81%\u3002<\/p>\nLam Research\u62a5\u544a\u79f0\uff0c\u9700\u6c42\u7684\u66b4\u589e\u5e26\u52a8\u516c\u53f8\u5b9e\u73b0\u5f3a\u52b2\u7684\u8d22\u62a5\u4e1a\u7ee9\uff0c\u5e76\u4e14\u8be5\u516c\u53f8\u8fd9\u5c06\u5f52\u56e0\u4e8e\u8fd8\u5728\u6301\u7eed\u4e2d\u7684AI\u70ed\u3002<\/p>\n
Lam Research\u90fd\u8bf4\u4e86\u4ec0\u4e48\uff1f<\/h2>\n
Lam Research\u62a5\u544a2022\u8d22\u5e74\u56db\u5b63\u5ea6\uff08\u622a\u81f36\u670825\u65e5\uff09\u7684\u8d22\u62a5\u4e1a\u7ee9\u597d\u4e8e\u6295\u8d44\u8005\u7684\u9884\u671f\u3002<\/p>\n
\u5177\u4f53\u6765\u770b\uff0c\u516c\u53f8\u6536\u516532\u4ebf\u7f8e\u5143\uff0c\u540c\u6bd4\u548c\u73af\u6bd4\u5206\u522b\u4e0b\u964d31%\u548c17%\uff0c\u4f46\u9ad8\u4e8e\u5206\u6790\u5e08\u9884\u671f\u768431\u4ebf\u7f8e\u5143\u3002\u6b64\u5916\uff0c\u6bcf\u80a1\u6536\u76ca\u4e0b\u964d\u7ea61%\u81f35.97\u7f8e\u5143\uff0c\u597d\u4e8e\u9884\u671f\u76845.07\u7f8e\u5143\u3002\u6b64\u5916\uff0c\u7ba1\u7406\u5c42\u9884\u8ba1\u5f53\u5b63\u6536\u516534\u4ebf\u7f8e\u5143\uff0c\u6bcf\u80a1\u6536\u76ca5.82\u7f8e\u5143\uff0c\u867d\u7136\u5747\u8fdc\u4f4e\u4e8e\u4e0a\u5e74\u540c\u671f\uff0c\u4f46\u9ad8\u4e8e\u5206\u6790\u5e08\u9884\u671f\u768433\u4ebf\u7f8e\u5143\u548c5.54\u7f8e\u5143\u3002\u9996\u5e2d\u8d22\u52a1\u5b98Doug Bettinger\u8868\u793a\uff0c\u516c\u53f8\u7ecf\u8425\u6548\u7387\u7684\u63d0\u5347\u5f00\u59cb\u4f53\u73b0\u5728\u516c\u53f8\u8d22\u62a5\u5f53\u4e2d\u3002<\/p>\n
\u4e0d\u8fc7\uff0c\u6700\u8ba9\u6295\u8d44\u8005\u5174\u594b\u7684\u6216\u8bb8\u8fd8\u662f\u7ba1\u7406\u5c42\u6709\u5173\u751f\u6210\u5f0fAI\u7684\u8bb2\u8bdd\u3002<\/p>\n
Lam Research\u7684\u9996\u5e2d\u6267\u884c\u5b98Tim Archer\u8868\u793a\uff0c\u5168\u7403\u4f9d\u7136\u5904\u4e8e\u751f\u6210\u5f0fAI\u5e94\u7528\u7684\u65e9\u671f\u9636\u6bb5\uff0c\u56e0\u6b64\u4ed6\u9884\u8ba1\u8fd9\u6ce2\u6d6a\u6f6e\u672a\u6765\u51e0\u5e74\u8fd8\u5c06\u6301\u7eed\u3002\u6309\u7167\u4ed6\u7684\u9884\u6d4b\uff0cAI\u670d\u52a1\u5668\u548c\u6570\u636e\u4e2d\u5fc3\u7684\u6e17\u900f\u7387\u6bcf\u63d0\u9ad81%\uff0c\u5c06\u9a71\u52a810-15\u4ebf\u7f8e\u5143\u989d\u5916\u7684\u6676\u5706\u8bbe\u5907\u6295\u8d44\u3002\u56e0\u6b64\uff0cAI\u70ed\u6f6e\u8fd8\u5c06\u7ee7\u7eed\uff0c\u5e76\u5c06\u5229\u597dLam\u4ee5\u53ca\u534a\u5bfc\u4f53\u884c\u4e1a\u7684\u5176\u4ed6\u516c\u53f8\u3002<\/p>\n
AI\u5c06\u9a71\u52a8\u6574\u4e2a\u534a\u5bfc\u4f53\u4f9b\u5e94\u94fe\u7684\u9700\u6c42<\/h2>\n
\u5e02\u573a\u4e0a\u6709\u5173AI\u9700\u6c42\u66b4\u589e\u7684\u8bf4\u6cd5\uff0c\u6700\u65e9\u6765\u81ea\u4e8e\u82f1\u4f1f\u8fbeNVIDIA\uff08NASDAQ:NVDA\uff09\u3002\u5728\u53d1\u5e032024\u8d22\u5e74\u4e00\u5b63\u62a5\uff08\u622a\u81f34\u670830\u65e5\uff09\u65f6\uff0c\u8be5\u516c\u53f8\u9884\u8ba1\u7b2c\u4e8c\u8d22\u5b63\u7684\u6536\u5165\u5c06\u540c\u6bd4\u589e\u957f64%\uff0c\u73af\u6bd4\u589e\u957f53%\u3002\u6b64\u5916\uff0c\u82f1\u4f1f\u8fbe\u9ad8\u7ba1\u8fd8\u8be6\u7ec6\u8c08\u4e86AI\u9700\u6c42\u7684\u63d0\u901f\uff0c\u8fd9\u8fdb\u4e00\u6b65\u6fc0\u53d1\u4e86\u6295\u8d44\u8005\u7684\u70ed\u60c5\u3002<\/p>\n
AI\u5229\u597d\u7684\u4e0d\u53ea\u662fLam Research\u548c\u82f1\u4f1f\u8fbe\u3002\u82f1\u4f1f\u8fbeAI\u82af\u7247\u7684\u7ec8\u7aef\u7528\u6237\u9700\u6c42\u5f3a\u52b2\uff0c\u7ade\u4e89\u5bf9\u624bAMD\u7684\u82af\u7247\u9700\u6c42\u81ea\u7136\u4e5f\u4e0d\u4f1a\u5f31\u3002\u81f3\u4e8e\u963f\u65af\u9ea6\uff0c\u8be5\u516c\u53f8\u7684EUV\u5149\u523b\u673a\u7528\u4e8e\u9ad8\u7aef\u82af\u7247\u7684\u5236\u9020\uff0cAI\u82af\u7247\u7684\u9700\u6c42\u6700\u7ec8\u4e5f\u5c06\u4f20\u5bfc\u5230\u82af\u7247\u5236\u9020\u8bbe\u5907\u9886\u57df\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"
\u6700\u65b0\u8bc1\u636e\u663e\u793a\uff0c\u4eba\u5de5\u667a\u80fd\u5e94\u7528\u7684\u9700\u6c42\u5c06\u9a71\u52a8\u534a\u5bfc\u4f53\u4f9b\u5e94\u94fe\u7684\u9700\u6c42 \u6700\u8fd1\u7f8e\u80a1\u7684\u4e00\u4e2a\u5173\u952e\u8bcd\u662f\u4eba\u5de5\u667a\u80fd\uff08AI\uff09\uff0c\u5e76\u4e14\u4e3b\u8981\u80a1\u6307 […]<\/p>\n","protected":false},"author":27,"featured_media":450648,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":"","_links_to":"","_links_to_target":""},"categories":[1521,430],"tags":[2173,1997,2137],"class_list":["post-468165","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-1521","category-trends-strategies-zh-hans","tag-2173","tag-1997","tag-2137","sectors-technology-zh-hans","locations-us-zh-hans","exchange-nasdaq-zh-hans"],"acf":[],"_links":{"self":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts\/468165","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/users\/27"}],"replies":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/comments?post=468165"}],"version-history":[{"count":0,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts\/468165\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/media\/450648"}],"wp:attachment":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/media?parent=468165"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/categories?post=468165"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/tags?post=468165"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}