{"id":379996,"date":"2021-04-27T21:36:33","date_gmt":"2021-04-28T04:36:33","guid":{"rendered":"https:\/\/nai500.com\/blog\/2021\/04\/%e4%b8%ba%e4%bb%80%e4%b9%88%e7%bc%ba%e8%8a%af-%e5%85%a8%e7%90%83%e8%8a%af%e7%89%87%e7%9f%ad%e7%bc%ba-%e5%8e%9f%e5%9b%a0\/"},"modified":"2021-11-22T10:05:57","modified_gmt":"2021-11-22T18:05:57","slug":"%e7%88%b2%e4%bb%80%e9%ba%bd%e7%bc%ba%e8%8a%af-%e5%85%a8%e7%90%83%e8%8a%af%e7%89%87%e7%9f%ad%e7%bc%ba-%e5%8e%9f%e5%9b%a0","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hant\/blog\/2021\/04\/%e7%88%b2%e4%bb%80%e9%ba%bd%e7%bc%ba%e8%8a%af-%e5%85%a8%e7%90%83%e8%8a%af%e7%89%87%e7%9f%ad%e7%bc%ba-%e5%8e%9f%e5%9b%a0\/","title":{"rendered":"\u7232\u4ec0\u9ebd\u7f3a\u82af\uff1f\u5168\u7403\u82af\u7247\u77ed\u7f3a\u7684\u516d\u5927\u539f\u56e0"},"content":{"rendered":"

\u7576\u524d\u5168\u7403\u82af\u7247\u77ed\u7f3a\u7684\u5c40\u9762\u8b93\u5f88\u591a\u884c\u696d\u90fd\u611f\u5230\u975e\u5e38\u982d\u75bc\uff0c\u500b\u4eba\u96fb\u8166\u3001\u79fb\u52d5\u8a2d\u5099\u3001\u6e38\u6232\u6a5f\u3001\u6c7d\u8eca\u3001\u7db2\u7d61\u8a2d\u5099\u4ee5\u53ca\u5de5\u696d\u6a5f\u68b0\u7684\u88fd\u9020\u5546\u73fe\u5728\u90fd\u5728\u6436\u8cfc\u82af\u7247\u3002\u7232\u4ec0\u9ebd\u6703\u7f3a\u82af\uff1f\u5c0e\u81f4\u5168\u7403\u82af\u7247\u77ed\u7f3a\u7684\u539f\u56e0\u7a76\u7adf\u662f\u4ec0\u9ebd\uff1f<\/p>\n

\u4ee5\u4e0b\u662f\u5c0e\u81f4\u5168\u7403\u82af\u7247\u77ed\u7f3a\u7684\u516d\u5927\u539f\u56e0\uff1a<\/p>\n

1. \u82f1\u7279\u723e\u7684\u4e00\u7cfb\u5217\u5931\u8aa4<\/h2>\n

\u65e9\u57282018\u5e74\uff0c\u7531\u4e8e10nm\u82af\u7247\u958b\u767c\u4e0d\u9806\u5f71\u97ff\u5230\u4e8614nm\u82af\u7247\u7684\u751f\u7523\uff0c\u82f1\u7279\u723eIntel\uff08NASDAQ: INTC\uff09<\/a>\u5c31\u66fe\u906d\u9047\u904e\u82af\u7247\u77ed\u7f3a\u3002\u53bb\u5e74\uff0c\u7531\u4e8e7nm\u82af\u7247\u63a8\u9072\u4e0a\u5e02\uff0c\u7f3a\u82af\u554f\u984c\u518d\u6b21\u51fa\u73fe\u3002\u82f1\u7279\u723e\u7684\u9023\u9023\u5931\u8aa4\u8feb\u4f7f\u66f4\u591a\u7684\u5ee0\u5546\u9078\u64c7Advanced Micro Devices Inc\uff08NASDAQ: AMD\uff09<\/a>\u7684CPU\uff0c\u56e0\u6b64\u7d66\u82af\u7247\u7684\u4f9b\u7d66\u5e36\u4f86\u4e86\u58d3\u529b\u3002\u96ea\u4e0a\u52a0\u971c\u7684\u662f\uff0c\u4e0d\u540c\u4e8e\u82f1\u7279\u723e\u53ef\u4ee5\u81ea\u5df1\u751f\u7523\u82af\u7247\uff0cAMD\u7684\u591a\u6578\u82af\u7247\u7684\u751f\u7523\u90fd\u5916\u5305\u7d66\u4e86\u53f0\u7a4d\u96fbTaiwan Semiconductor Manufacturing\uff08NYSE: TSM\uff09<\/a>\u3002\u5982\u6b64\u4e00\u4f86\uff0c\u5373\u4f7f\u662f\u5728\u75ab\u60c5\u7206\u767c\u524d\uff0cAMD\u7684\u589e\u9577\u4ee5\u53ca\u5e02\u5834\u4efd\u984d\u7684\u64f4\u5927\u7d66\u53f0\u7a4d\u96fb\u7684\u5de5\u5ee0\u65bd\u52a0\u4e86\u66f4\u5927\u7684\u58d3\u529b\u3002<\/p>\n

2. \u5b58\u5132\u82af\u7247\u50f9\u683c\u4e0b\u6ed1<\/h2>\n

2017\u5e74\u548c18\u5e74\uff0c\u5b58\u5132\u82af\u7247\u50f9\u683c\u66b4\u6f32\uff0c\u4f46\u7531\u4e8e\u63a5\u4e0b\u4f86\u5169\u5e74\u500b\u4eba\u96fb\u8166\u548c\u667a\u80fd\u624b\u6a5f\u5e02\u5834\u7684\u9700\u6c42\u75b2\u8edf\uff0c\u50f9\u683c\u958b\u59cb\u4e0b\u6ed1\u3002\u4e8e\u662f\uff0c\u75ab\u60c5\u7206\u767c\u524d\uff0c\u5305\u62ec\u4e09\u661f\u3001SK\u6d77\u529b\u58eb\u4ee5\u53ca\u7f8e\u5149\u79d1\u6280Micron Technology\uff08NASDAQ: MU\uff09<\/a>\u5728\u5167\u7684\u9802\u7d1aDRAM\u548cNAND\u82af\u7247\u88fd\u9020\u5546\u5c31\u5df2\u7d93\u524a\u51cf\u4e86\u5b83\u5011\u7684\u7523\u80fd\u3002<\/p>\n

3. \u65b0\u51a0\u80ba\u708e\u5371\u6a5f<\/h2>\n

\u53bb\u5e74\u65b0\u51a0\u80ba\u708e\u75ab\u60c5\u7206\u767c\u5f8c\uff0c\u82af\u7247\u767c\u8ca8\u66ab\u6642\u4e2d\u65b7\u3002\u8207\u6b64\u540c\u6642\uff0c\u96a8\u8457\u9060\u7a0b\u8fa6\u516c\u548c\u5728\u7dab\u5b78\u7fd2\u7b49\u5c45\u5bb6\u8da8\u52e2\u7684\u8208\u8d77\uff0c\u5168\u7403\u5c0d\u4e8e\u65b0\u79fb\u52d5\u8a2d\u5099\u3001\u500b\u4eba\u96fb\u8166\u4ee5\u53ca\u6578\u64da\u4e2d\u5fc3\u5347\u7d1a\u7684\u9700\u6c42\u98c8\u5347\u3002\u5728\u7d93\u6b77\u6700\u521d\u7684\u505c\u7523\u505c\u5de5\u5f8c\uff0c\u591a\u6578\u82af\u7247\u88fd\u9020\u5546\u5df2\u7d93\u6062\u5fa9\u751f\u7523\uff0c\u4f46\u4ecd\u96e3\u4ee5\u6eff\u8db3\u5e02\u5834\u7684\u9700\u6c42\u3002\u904e\u53bb12\u500b\u6708\uff0c\u53f0\u7a4d\u96fb\u7684\u5de5\u5ee0\u6eff\u8ca0\u8377\u904b\u884c\uff0c\u6700\u8fd1\u9084\u5ba3\u5e03\u672a\u4f86\u4e09\u5e74\u5c07\u6295\u8cc7$1000\u5104\u63d0\u9ad8\u82af\u7247\u7523\u80fd\u3002\u82f1\u7279\u723e\u6700\u8fd1\u4e5f\u8868\u793a\uff0c\u5168\u7403\u82af\u7247\u77ed\u7f3a\u7684\u72c0\u51b5\u6216\u5c07\u7e7c\u7e8c\u6301\u7e8c\u5169\u5e74\u6642\u9593\uff0c\u5e77\u4e14\u9700\u8981\u5927\u898f\u6a21\u7684\u6295\u8cc7\u624d\u80fd\u89e3\u51b3\u9019\u4e00\u554f\u984c\u3002<\/p>\n

4. \u65b0\u6280\u8853\u50ac\u751f\u82af\u7247\u884c\u696d\u7684\u201c\u8d85\u7d1a\u5468\u671f\u201d<\/h2>\n

\u904e\u53bb\u5e7e\u5341\u5e74\uff0c\u5168\u7403\u82af\u7247\u9700\u6c42\u57fa\u672c\u5448\u73fe\u5468\u671f\u6027\u7279\u5fb5\u3002\u4e0d\u904e\uff0c\u5305\u62ec\u96f2\u670d\u52d9\u30015G\u7db2\u7d61\u4ee5\u53ca\u4eba\u5de5\u667a\u80fd\u7b49\u65b0\u6280\u8853\u7684\u9577\u671f\u589e\u9577\u6b63\u5728\u50ac\u751f\u82af\u7247\u5347\u7d1a\u7684\u201c\u8d85\u7d1a\u5468\u671f\u201d\uff0c\u6301\u7e8c\u6642\u9593\u6216\u5c07\u9060\u9060\u9577\u4e8e\u50b3\u7d71\u5468\u671f\u3002<\/p>\n

\u8af8\u5982\u667a\u80fd\u624b\u6a5f\u548c\u6c7d\u8eca\u7b49\u4e92\u806f\u8a2d\u5099\u5c0d\u4e8e\u82af\u7247\u6578\u91cf\u7684\u9700\u6c42\u6b63\u5728\u4e0d\u65b7\u589e\u9577\u3002\u6309\u7167\u7121\u7dab\u82af\u7247\u88fd\u9020\u5546Skyworks Solutions Inc\uff08NASDAQ: SWKS\uff09<\/a>\u7684\u9810\u6e2c\uff0c\u6bcf\u90e85G\u667a\u80fd\u624b\u6a5f\u7684\u524d\u7aef\u82af\u7247\u50f9\u503c\u9810\u8a08\u5c07\u9054$25\uff0c\u76f8\u6bd43G\u548c4G\u624b\u6a5f\u53ea\u6709$8\u548c$18\u3002\u6b64\u5916\uff0cSkyworks\u9084\u9810\u8a08\u52302024\u5e74\uff0c\u8fd1\u56db\u5206\u4e4b\u4e09\u7684\u6c7d\u8eca\u90fd\u5c07\u5be6\u73fe\u7121\u7dab\u9023\u63a5\u3002\u6309\u7167IHS\u548c\u5fb7\u52e4\u7684\u4f30\u7b97\uff0c2020\u5e74\u6240\u6709\u96fb\u5b50\u5143\u4ef6\u5360\u6c7d\u8eca\u7e3d\u6210\u672c\u7684\u6bd4\u4f8b\u723245%\uff0c\u76f8\u6bd42000\u5e74\u50c5\u670918%\uff0c\u5e77\u4e14\u9019\u4e00\u6bd4\u7387\u9084\u5c07\u7e7c\u7e8c\u4e0a\u5347\u3002<\/p>\n

\u65e9\u5728\u75ab\u60c5\u7206\u767c\u524d\uff0c\u5f88\u591a\u82af\u7247\u88fd\u9020\u5546\u9810\u8a08\u9019\u4e00\u8d85\u7d1a\u5468\u671f\u5c07\u5927\u5e45\u63d0\u632f\u4ed6\u5011\u7684\u92b7\u552e\u984d\uff0c\u75ab\u60c5\u66f4\u662f\u52a0\u5feb\u4e86\u9019\u4e00\u8da8\u52e2\u3002<\/p>\n

5. \u4e2d\u7f8e\u79d1\u6280\u6230<\/h2>\n

\u7279\u6717\u666e\u767c\u8d77\u7684\u4e2d\u7f8e\u79d1\u6280\u6230\u5ef6\u7e8c\u5230\u4e86\u62dc\u767b\u6642\u671f\u3002\u7f8e\u570b\u5df2\u7d93\u5c0d\u5305\u62ec\u4e2d\u82af\u570b\u969b\u548c\u83ef\u7232\u5728\u5167\u7684\u591a\u5bb6\u4e2d\u570b\u79d1\u6280\u5de8\u982d\u5be6\u65bd\u5236\u88c1<\/a>\uff0c\u9019\u4e9b\u5236\u88c1\u52a0\u5287\u4e86\u4e2d\u570b\u9ad8\u7aef\u82af\u7247\u7684\u77ed\u7f3a\u72c0\u51b5\u3002\u4e0d\u904e\uff0c\u9019\u4e5f\u6fc0\u767c\u4e86\u4e2d\u570b\u653f\u5e9c\u52a0\u78bc\u6295\u8cc7\u570b\u5167\u82af\u7247\u88fd\u9020\u5546\u71b1\u60c5\uff0c\u5e0c\u671b\u4ee5\u6b64\u964d\u4f4e\u5c0d\u6d77\u5916\u6280\u8853\u7684\u4f9d\u8cf4\uff0c\u9019\u6216\u5c07\u5c0e\u81f4\u6240\u6709\u4eba\u90fd\u4e0d\u9858\u770b\u898b\u7684\u4e2d\u7f8e\u5e02\u5834\u7684\u812b\u920e\u3002<\/p>\n

6. \u672a\u4f86\u9084\u5c07\u9762\u81e8\u66f4\u591a\u7684\u6311\u6230<\/h2>\n

\u62dc\u767b\u653f\u5e9c\u6700\u8fd1\u63d0\u51fa\u5c07\u6295\u5165$500\u5104\u5f3a\u5316\u7f8e\u570b\u7684\u82af\u7247\u884c\u696d\uff0c\u4f46\u5927\u628a\u6295\u9322\u53ef\u80fd\u7121\u6cd5\u89e3\u51b3\u7576\u524d\u7684\u82af\u7247\u77ed\u7f3a\u5371\u6a5f\u3002\u7a76\u5176\u539f\u56e0\uff0c\u5168\u7403\u82af\u7247\u5e02\u5834\u4ecd\u6709\u8cf4\u4e8e\u570b\u969b\u5408\u4f5c\uff0c\u985e\u4f3c\u8377\u862d\u82af\u7247\u8a2d\u5099\u88fd\u9020\u5546ASML Holding NV\uff08NASDAQ: ASML\uff09<\/a>\uff0c\u81fa\u7063\u7684\u53f0\u7a4d\u96fb\uff0c\u4ee5\u53ca\u97d3\u570b\u7684\u4e09\u661f\u7b49\u6d77\u5916\u516c\u53f8\u7684\u91cd\u8981\u6027\u90fd\u8981\u9ad8\u4e8e\u591a\u6578\u7f8e\u570b\u7684\u82af\u7247\u88fd\u9020\u5546\u3002<\/p>\n

\u6b64\u5916\uff0c\u6700\u8fd1\u82af\u7247\u884c\u696d\u4e5f\u662f\u9ebb\u7169\u4e0d\u65b7\uff0c\u6bd4\u5982\u8aaa\u53f0\u7a4d\u96fb\u7684\u65b7\u96fb\uff0c\u4e09\u661f\u7684\u505c\u7523\uff0c\u4ee5\u53ca\u65e5\u672c\u6c7d\u8eca\u82af\u7247\u88fd\u9020\u5546\u745e\u85a9\u96fb\u5b50\u7684\u5de5\u5ee0\u767c\u751f\u706b\u707e\uff0c\u9019\u4e9b\u4e8b\u4ef6\u90fd\u51f8\u986f\u4e86\u82af\u7247\u4f9b\u61c9\u5546\u7684\u8106\u5f31\u4ee5\u53ca\u6574\u500b\u884c\u696d\u5c0d\u4e8e\u6d77\u5916\u516c\u53f8\u7684\u56b4\u91cd\u4f9d\u8cf4\u3002<\/p>\n

\u82af\u7247\u77ed\u7f3a\u5c0d\u4e8e\u6295\u8cc7\u8005\u610f\u5473\u8457\u4ec0\u9ebd\uff1f<\/h2>\n

\u96a8\u8457\u82af\u7247\u77ed\u7f3a\u7684\u72c0\u51b5\u6301\u7e8c\uff0c\u6295\u8cc7\u8005\u61c9\u8a72\u8cb7\u5165\u985e\u4f3cASML\u548c\u53f0\u7a4d\u96fb\u7b49\u6838\u5fc3\u516c\u53f8\u7684\u80a1\u7968\uff0c\u9019\u4e9b\u80a1\u7968\u5c07\u53d7\u76ca\u4e8e\u5e02\u5834\u5c0d\u4e8e\u5b83\u5011\u7523\u54c1\u548c\u670d\u52d9\u9700\u6c42\u7684\u4e0a\u5347\uff0c\u540c\u6642\u61c9\u7576\u898f\u907f\u6c7d\u8eca\u7b49\u6025\u9700\u82af\u7247\u7684\u884c\u696d\u3002\u6b64\u5916\uff0c\u76f8\u6bd4\u7814\u767c\u548c\u751f\u7523\u554f\u984c\u5c1a\u672a\u89e3\u51b3\u7684\u82f1\u7279\u723e\uff0c\u7d93\u71df\u72c0\u51b5\u66f4\u597d\u7684\u5916\u5305\u578b\u82af\u7247\u88fd\u9020\u5546\uff0c\u6bd4\u5982\u8aaaAMD\u548c\u82f1\u5049\u9054\u6703\u662f\u66f4\u597d\u7684\u9078\u64c7\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"

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