{"id":636310,"date":"2026-05-11T07:59:59","date_gmt":"2026-05-11T14:59:59","guid":{"rendered":"https:\/\/nai500.com\/?p=636310"},"modified":"2026-05-11T07:59:59","modified_gmt":"2026-05-11T14:59:59","slug":"%e8%bf%99%e7%a7%8d%e7%a8%80%e6%9c%89%e6%b0%94%e4%bd%93%ef%bc%8c%e7%ab%9f%e7%84%b6%e5%8d%a1%e4%bd%8f%e4%ba%86%e5%85%a8%e7%90%83-ai-%e8%8a%af%e7%89%87%e7%9a%84%e8%84%96%e5%ad%90%ef%bc%81","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hans\/blog\/2026\/05\/%e8%bf%99%e7%a7%8d%e7%a8%80%e6%9c%89%e6%b0%94%e4%bd%93%ef%bc%8c%e7%ab%9f%e7%84%b6%e5%8d%a1%e4%bd%8f%e4%ba%86%e5%85%a8%e7%90%83-ai-%e8%8a%af%e7%89%87%e7%9a%84%e8%84%96%e5%ad%90%ef%bc%81\/","title":{"rendered":"\u8fd9\u79cd\u7a00\u6709\u6c14\u4f53\uff0c\u7adf\u7136\u5361\u4f4f\u4e86\u5168\u7403 AI \u82af\u7247\u7684\u8116\u5b50\uff01"},"content":{"rendered":"

\u5f53\u5927\u591a\u6570\u4eba\u8fd8\u628a\u6c26\u6c14\u548c\u6c14\u7403\u5212\u7b49\u53f7\u65f6\uff0c\u4e00\u573a\u4e2d\u4e1c\u5730\u7f18\u51b2\u7a81\u5df2\u7ecf\u8ba9\u8fd9\u79cd\u65e0\u8272\u65e0\u5473\u7684\u7a00\u6709\u6c14\u4f53\uff0c\u6210\u4e3a\u4e86\u51b3\u5b9a\u5168\u7403 AI \u4ea7\u4e1a\u53d1\u5c55\u901f\u5ea6\u7684\u5173\u952e\u53d8\u91cf\u30022 \u6708 28 \u65e5\u4f0a\u6717\u65e0\u4eba\u673a\u88ad\u51fb\u5361\u5854\u5c14\u62c9\u65af\u62c9\u51e1\u5de5\u4e1a\u57ce\uff0c\u5207\u65ad\u4e86\u5168\u7403\u4e09\u5206\u4e4b\u4e00\u7684\u6c26\u6c14\u4f9b\u5e94\uff0c\u66b4\u9732\u4e86\u4ef7\u503c\u6570\u4e07\u4ebf\u7f8e\u5143\u7684 AI \u4ea7\u4e1a\u94fe\u6700\u8106\u5f31\u7684\u4e00\u73af\u3002<\/p>\n

\u5371\u673a\u7206\u53d1\uff1a\u5168\u7403\u4e09\u5206\u4e4b\u4e00\u6c26\u6c14\u4f9b\u7ed9\u4e2d\u65ad<\/h2>\n

\u5361\u5854\u5c14\u62c9\u65af\u62c9\u51e1\u5de5\u4e1a\u57ce\u662f\u5168\u7403\u5355\u4e00\u6700\u5927\u7684\u6c26\u6c14\u751f\u4ea7\u57fa\u5730\u3002\u88ad\u51fb\u53d1\u751f\u540e\uff0c\u5361\u5854\u5c14\u80fd\u6e90\u8fc5\u901f\u5ba3\u5e03\u4e0d\u53ef\u6297\u529b\uff0c\u800c\u5176\u552f\u4e00\u6d77\u4e0a\u51fa\u53e3\u901a\u9053\u970d\u5c14\u6728\u5179\u6d77\u5ce1\u968f\u5373\u6210\u4e3a\u6218\u533a\u3002\u5546\u4e1a\u8239\u53ea\u9891\u7e41\u88ab\u6263\u62bc\uff0c\u6d77\u519b\u591a\u6b21\u4ea4\u706b\uff0c\u5168\u7403\u6c26\u6c14\u4f9b\u5e94\u94fe\u77ac\u95f4\u65ad\u88c2\u3002<\/p>\n

\u8fd9\u573a\u5371\u673a\u6ca1\u6709\u50cf\u77f3\u6cb9\u5371\u673a\u90a3\u6837\u5360\u636e\u5934\u6761\uff0c\u4f46\u5728\u82af\u7247\u5de5\u5382\u5185\u90e8\u53cd\u5e94\u6781\u5176\u5267\u70c8\uff1a\u6c26\u6c14\u73b0\u8d27\u4ef7\u683c\u51e0\u5468\u5185\u7ffb\u500d<\/strong>\u3002\u53f0\u79ef\u7535\u6bcf\u5e74\u5148\u8fdb\u8282\u70b9\u6d88\u8017\u7ea6 50 \u4e07\u7acb\u65b9\u82f1\u5c3a\u6c26\u6c14\uff0c\u5df2\u542f\u52a8\u5e93\u5b58\u76d1\u63a7\uff1b\u97e9\u56fd\u4e09\u661f\u548c SK \u6d77\u529b\u58eb 2025 \u5e74 64% \u7684\u6c26\u6c14\u6765\u81ea\u5361\u5854\u5c14\uff0c\u76ee\u524d\u4ec5\u9760 6 \u4e2a\u6708\u5e93\u5b58\u7ef4\u6301\uff0c\u5e93\u5b58\u7a97\u53e3\u5c06\u5728 6-7 \u6708\u5173\u95ed\uff1b\u7f8e\u56fd Airgas \u4e5f\u5728 4 \u6708\u5ba3\u5e03\u6c26\u6c14\u8fd0\u8f93\u4e0d\u53ef\u6297\u529b\u3002<\/p>\n

\u5728\u5148\u8fdb\u82af\u7247\u5236\u9020\u9886\u57df\uff0c\u6c26\u6c14\u62e5\u6709\u56db\u4e2a\u65e0\u6cd5\u5927\u89c4\u6a21\u66ff\u4ee3\u7684\u6838\u5fc3\u529f\u80fd\uff1a<\/p>\n

    \n
  1. \u51b7\u5374 EUV \u5149\u523b\u673a\uff08\u70ed\u5bfc\u7387\u662f\u6c2e\u6c14\u7684 6 \u500d\uff09<\/li>\n
  2. \u68c0\u6d4b\u771f\u7a7a\u5ba4\u539f\u5b50\u7ea7\u522b\u7684\u5fae\u5c0f\u6cc4\u6f0f<\/li>\n
  3. \u6c89\u79ef\u5de5\u827a\u4e2d\u5439\u626b\u53cd\u5e94\u6c14\u4f53<\/li>\n
  4. \u4e3a\u6d01\u51c0\u5ba4\u63d0\u4f9b\u60f0\u6027\u73af\u5883<\/li>\n<\/ol>\n

    \u8d8a\u5148\u8fdb\u7684\u5236\u7a0b\uff0c\u6c26\u6c14\u9700\u6c42\u8d8a\u5927<\/strong>\u3002\u751f\u4ea7\u82f1\u4f1f\u8fbe Blackwell \u548c Rubin GPU \u7684 3nm\/5nm \u8282\u70b9\uff0c\u6bcf\u7247\u6676\u5706\u6c26\u6c14\u6d88\u8017\u91cf\u8fdc\u8d85\u65e7\u5236\u7a0b\u3002\u800c\u65b0\u5efa\u6c26\u6c14\u63d0\u53d6\u548c\u6db2\u5316\u57fa\u7840\u8bbe\u65bd\u81f3\u5c11\u9700\u8981 2-3 \u5e74\uff0c\u8fd9\u610f\u5473\u7740\u4f9b\u5e94\u7d27\u5f20\u5c06\u957f\u671f\u5b58\u5728\u3002<\/p>\n

    \u4e24\u5927\u5de5\u4e1a\u6c14\u4f53\u5be1\u5934\u638c\u63e1\u7edd\u5bf9\u5b9a\u4ef7\u6743<\/h2>\n

    \u5728\u8fd9\u573a\u5371\u673a\u4e2d\uff0cAir Products and Chemicals, Inc. (APD) <\/a>\u548cLinde PLC (LIN) <\/a><\/strong>\u6210\u4e3a\u6700\u5927\u8d62\u5bb6\u3002\u8fd9\u4e24\u5bb6\u516c\u53f8\u63a7\u5236\u7740\u5168\u7403\u5927\u90e8\u5206\u6c26\u6c14\u4f9b\u5e94\u548c\u5206\u9500\u7f51\u7edc\uff0c\u9762\u5bf9\u9700\u6c42\u51e0\u4e4e\u65e0\u5f39\u6027\u7684\u534a\u5bfc\u4f53\u5ba2\u6237\uff0c\u62e5\u6709\u7edd\u5bf9\u5b9a\u4ef7\u6743\u3002<\/p>\n

    Air Products and Chemicals 4 \u6708 30 \u65e5\u516c\u5e03\u7684 2026 \u5e74 Q1 \u8d22\u62a5\u8d85\u9884\u671f\uff0c\u5c06\u5168\u5e74\u8c03\u6574\u540e EPS \u6307\u5f15\u4e0a\u8c03\u81f3 13.00-13.25 \u7f8e\u5143\uff0c\u660e\u786e\u6307\u51fa\u6c26\u6c14\u4ef7\u683c\u4e0a\u6da8\u662f\u76f4\u63a5\u5229\u597d\u3002\u516c\u53f8\u5df2\u6fc0\u6d3b\u7f8e\u56fd\u56fd\u5185\u50a8\u5b58\u8bbe\u65bd\u5e76\u63d0\u9ad8\u6db2\u5316\u80fd\u529b\u3002\u53ea\u8981\u970d\u5c14\u6728\u5179\u6d77\u5ce1\u5c40\u52bf\u6301\u7eed\u7d27\u5f20\uff0c\u4e24\u5bb6\u516c\u53f8\u7684\u4e1a\u7ee9\u5c31\u5c06\u6301\u7eed\u53d7\u76ca\u3002<\/p>\n

    \u7f8e\u5149\u79d1\u6280\uff1a\u5371\u673a\u4e2d\u7684\u6700\u5927\u8d62\u5bb6<\/h2>\n

    \u5728\u6240\u6709\u82af\u7247\u516c\u53f8\u4e2d\uff0c\u7f8e\u5149\u79d1\u6280 (MU) <\/a><\/strong>\u53ef\u80fd\u662f\u53d7\u76ca\u591a\u4e8e\u53d7\u635f\u7684\u552f\u4e00\u4e00\u5bb6\u3002<\/p>\n

    \u5168\u7403\u6c26\u6c14\u4ea7\u91cf\u7f8e\u56fd\u5360 42.6%\uff0c\u5361\u5854\u5c14\u5360 33.2%\u3002\u97e9\u56fd 64.7% \u7684\u5de5\u4e1a\u6c26\u6c14\u4f9d\u8d56\u5361\u5854\u5c14\u8fdb\u53e3\uff0c\u4e14\u5fc5\u987b\u901a\u8fc7\u970d\u5c14\u6728\u5179\u6d77\u5ce1\u8fd0\u8f93\uff0c\u4e09\u661f\u548c SK \u6d77\u529b\u58eb\u9762\u4e34\u53cc\u91cd\u98ce\u9669\u3002<\/p>\n

    \u800c\u7f8e\u5149\u5728\u7f8e\u56fd\u62e5\u6709\u4e24\u5bb6\u6210\u719f\u5de5\u5382\uff0c\u7b2c\u4e09\u5bb6\u7ebd\u7ea6\u5de5\u5382\u6b63\u5728\u5efa\u8bbe\u4e2d\u3002\u66f4\u91cd\u8981\u7684\u662f\uff0c\u7f8e\u5149\u65e9\u5728 2024 \u5e74\u5c31\u4e0eAir Liquide\u7b7e\u7f72\u957f\u671f\u534f\u8bae\uff0c\u540e\u8005\u5c06\u6295\u8d44 2.5 \u4ebf\u7f8e\u5143\u5728\u7231\u8fbe\u8377\u5dde\u5efa\u8bbe\u6c14\u4f53\u8bbe\u65bd\u3002Air Liquide\u4e0e\u7f8e\u5149\u6709 30 \u5e74\u5408\u4f5c\u5386\u53f2\uff0c\u62e5\u6709\u591a\u5143\u5316\u6c26\u6c14\u6765\u6e90\uff0c\u4e3b\u8981\u4ece\u7f8e\u56fd\u672c\u571f\u5929\u7136\u6c14\u7cbe\u70bc\u5382\u83b7\u53d6\u4f9b\u5e94\u3002<\/p>\n

    \u6295\u8d44\u542f\u793a<\/h2>\n

    \u5bf9\u4e8e AI \u8d85\u7ea7\u5468\u671f\u7684\u6295\u8d44\u8005\uff0c\u4e0d\u5fc5\u56e0\u4f9b\u5e94\u94fe\u95ee\u9898\u9000\u51fa\u82f1\u4f1f\u8fbe\u6216\u53f0\u79ef\u7535\uff0c\u4f46\u5fc5\u987b\u8ba4\u8bc6\u5230\uff1a\u90a3\u4e9b\u50a8\u5b58\u3001\u6db2\u5316\u548c\u5206\u9500\u6c26\u6c14\u7684\u516c\u53f8\uff0c\u5df2\u6210\u4e3a\u5e02\u573a\u4e0a\u6700\u91cd\u8981\u7684\u57fa\u7840\u8bbe\u65bd\u6807\u7684<\/strong>\u3002<\/p>\n

    \u540c\u65f6\uff0c\u5728\u5185\u5b58\u82af\u7247\u9886\u57df\uff0c\u7f8e\u5149\u51ed\u501f\u6700\u4f4e\u7684\u5361\u5854\u5c14\u6c26\u6c14\u4f9d\u8d56\u5ea6\u548c\u6700\u5f3a\u7684\u8d22\u52a1\u72b6\u51b5\uff08\u51c0\u5229\u6da6\u7387 41.5%\uff0c\u503a\u52a1\u6743\u76ca\u6bd4 0.15\uff09\uff0c\u6709\u671b\u5728\u8fd9\u573a\u5371\u673a\u4e2d\u6269\u5927\u5e02\u573a\u4efd\u989d\u3002\u4eca\u5e74\u4ee5\u6765\u4e09\u5927\u5185\u5b58\u5382\u5546\u80a1\u4ef7\u5747\u4e0a\u6da8 70%-90%\uff0c\u800c SK \u6d77\u529b\u58eb\u8463\u4e8b\u957f\u8ba4\u4e3a\u5185\u5b58\u77ed\u7f3a\u5c06\u6301\u7eed\u5230 2030 \u5e74\uff0c\u8fd9\u6070\u597d\u4e0e\u5361\u5854\u5c14\u8bbe\u65bd\u4fee\u590d\u65f6\u95f4\u91cd\u5408\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"

    \u5f53\u5927\u591a\u6570\u4eba\u8fd8\u628a\u6c26\u6c14\u548c\u6c14\u7403\u5212\u7b49\u53f7\u65f6\uff0c\u4e00\u573a\u4e2d\u4e1c\u5730\u7f18\u51b2\u7a81\u5df2\u7ecf\u8ba9\u8fd9\u79cd\u65e0\u8272\u65e0\u5473\u7684\u7a00\u6709\u6c14\u4f53\uff0c\u6210\u4e3a\u4e86\u51b3\u5b9a\u5168\u7403 AI \u4ea7\u4e1a\u53d1\u5c55 […]<\/p>\n","protected":false},"author":27,"featured_media":636321,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":"","_links_to":"","_links_to_target":""},"categories":[1521,430,2196],"tags":[2408,2173,2279,893],"class_list":["post-636310","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-1521","category-trends-strategies-zh-hans","category-2196","tag-ai-zh-hans","tag-2173","tag-helium-sch","tag-893","sectors-mining-zh-hans","sectors-technology-zh-hans","locations-middle-east-zh-hans","locations-618","locations-us-zh-hans","exchange-nasdaq-zh-hans","exchange-nyse-zh-hans"],"acf":[],"_links":{"self":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts\/636310","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=636310"}],"version-history":[{"count":3,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts\/636310\/revisions"}],"predecessor-version":[{"id":636313,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts\/636310\/revisions\/636313"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/media\/636321"}],"wp:attachment":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/media?parent=636310"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/categories?post=636310"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/tags?post=636310"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}