{"id":545318,"date":"2024-07-09T20:13:46","date_gmt":"2024-07-10T03:13:46","guid":{"rendered":"https:\/\/nai500.com\/blog\/2024\/07\/%e8%8a%af%e7%89%87%e8%ae%be%e5%a4%87%e6%94%af%e5%87%ba%e5%ba%94%e4%bc%9a%e4%b8%8a%e5%8d%87%e5%a4%9a%e5%8f%aa%e5%8d%8a%e5%af%bc%e4%bd%93%e8%ae%be%e5%a4%87%e8%82%a1%e6%88%90%e4%b8%ba%e5%85%b3%e6%b3%a8\/"},"modified":"2024-07-09T20:14:20","modified_gmt":"2024-07-10T03:14:20","slug":"%e8%8a%af%e7%89%87%e8%a8%ad%e5%82%99%e6%94%af%e5%87%ba%e6%87%89%e6%9c%83%e4%b8%8a%e5%8d%87%e5%a4%9a%e9%9a%bb%e5%8d%8a%e5%b0%8e%e9%ab%94%e8%a8%ad%e5%82%99%e8%82%a1%e6%88%90%e7%82%ba%e9%97%9c%e6%b3%a8","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hant\/blog\/2024\/07\/%e8%8a%af%e7%89%87%e8%a8%ad%e5%82%99%e6%94%af%e5%87%ba%e6%87%89%e6%9c%83%e4%b8%8a%e5%8d%87%e5%a4%9a%e9%9a%bb%e5%8d%8a%e5%b0%8e%e9%ab%94%e8%a8%ad%e5%82%99%e8%82%a1%e6%88%90%e7%82%ba%e9%97%9c%e6%b3%a8\/","title":{"rendered":"\u82af\u7247\u8a2d\u5099\u652f\u51fa\u61c9\u6703\u4e0a\u5347\uff0c\u591a\u96bb\u534a\u5c0e\u9ad4\u8a2d\u5099\u80a1\u6210\u70ba\u95dc\u6ce8\u7126\u9ede"},"content":{"rendered":"

\u6295\u884cRaymond James\u8868\u793a\uff0c\u53d7\u751f\u6210\u5f0f\u4eba\u5de5\u667a\u80fd\u548c\u5730\u7de3\u653f\u6cbb\u7b49\u591a\u7a2e\u56e0\u7d20\u7684\u63a8\u52d5\uff0c\u9810\u8a082025\u5e74\u548c2026\u5e74\u7684\u8a2d\u5099\u652f\u51fa\u5c07\u81f3\u5c11\u4ee5\u500b\u4f4d\u6578\u767e\u5206\u6bd4\u589e\u9577\uff0c\u6240\u4ee5\u534a\u5c0e\u9ad4\u8a2d\u5099\u80a1\u9031\u4e8c\uff08\u7576\u5730\u6642\u95937\u67089\u65e5\uff09\u6210\u70ba\u95dc\u6ce8\u7126\u9ede\u3002<\/p>\n

\u5206\u6790\u5e2bSrini Pajjuri\u5728\u4e00\u4efd\u6295\u8cc7\u8005\u5831\u544a\u4e2d\u5beb\u9053\uff1a\u5118\u7ba1\u4f30\u503c\u63a5\u8fd1\u591a\u5e74\u9ad8\u9ede\uff0c\u4f46\u6211\u5011\u4ecd\u8a8d\u70ba\u98a8\u96aa\/\u56de\u5831\u6709\u5229\uff0c\u4e26\u91cd\u7533\u6211\u5011\u5c0d\u9019\u985e\u80a1\u7968\u7684\u7a4d\u6975\u7acb\u5834\u3002\u7f8e\u5149(MU<\/a>)\u6700\u8fd1\u589e\u52a0\u8cc7\u672c\u652f\u51fa\u662f\u672a\u4f86\u8da8\u52e2\u7684\u6a19\u8a8c\uff0c\u5167\u5b58\u548c\u9ad8\u7d1a\u908f\u8f2f\u8cc7\u672c\u652f\u51fa\u53ef\u80fd\u6703\u4e0a\u8abf\u3002\u5118\u7ba1\u4e2d\u570b\u7d93\u6fdf\u653e\u7de9\u7684\u98a8\u96aa\u5b58\u5728\uff0c\u4f46\u9019\u7a2e\u98a8\u96aa\u53ef\u80fd\u6eab\u548c\uff0c\u4e26\u4e14\u5df2\u7d93\u53cd\u6620\u5728\u6a21\u578b\u4e2d\u3002<\/p>\n

ASML<\/h2>\n

\u5206\u6790\u5e2b\u5c07ASML<\/a>\u7684\u76ee\u6a19\u50f9\u5f9e1100\u7f8e\u5143\u4e0a\u8abf\u81f31300\u7f8e\u5143\uff0c\u4e26\u91cd\u7533\u201c\u5f37\u529b\u8cb7\u5165\u201d\u8a55\u7d1a\uff0c\u4e26\u6307\u51fa\u6295\u8cc7\u8005\u722d\u8ad6\u7684\u95dc\u9375\u662f\u5b63\u5ea6\u8a02\u55ae\u3002\u5206\u6790\u5e2b\u8868\u793a\uff1a\u96d6\u7136\u8207\u53f0\u7a4d\u96fb(TSM)<\/a>\u7684\u50f9\u683c\u8ac7\u5224\u4f3c\u4e4e\u662f\u8fd1\u671f\u8a02\u55ae\u75b2\u8edf\u7684\u539f\u56e0\uff0c\u4f46\u8003\u616e\u5230\u7d42\u7aef\u9700\u6c42\u6539\u5584\u3001\u751f\u6210\u5f0f\u4eba\u5de5\u667a\u80fd\u5927\u8da8\u52e2\u4ee5\u53ca\u4ee3\u5de5\u9818\u57df\u7af6\u722d\u52a0\u5287\uff0c\u6211\u5011\u9810\u8a08\u4efb\u4f55\u984d\u5916\u7684\u8a02\u55ae\u5ef6\u9072\u90fd\u662f\u66ab\u6642\u7684\u3002\u56e0\u6b64\uff0c\u6211\u5011\u8a8d\u70ba\u77ed\u671f\u8a02\u55ae\u75b2\u8edf\u5c0e\u81f4\u7684\u4efb\u4f55\u80a1\u50f9\u56de\u8abf\u90fd\u662f\u4e00\u500b\u6a5f\u6703\u3002<\/p>\n

\u61c9\u7528\u6750\u6599<\/h2>\n

\u5206\u6790\u5e2b\u5c07\u61c9\u7528\u6750\u6599\uff08AMAT\uff09<\/a>\u7684\u76ee\u6a19\u50f9\u5f9e235\u7f8e\u5143\u4e0a\u8abf\u81f3275\u7f8e\u5143\uff0c\u4e26\u91cd\u7533\u201c\u8dd1\u8d0f\u5927\u76e4\u201d\u8a55\u7d1a\u3002Pajjuri\u8868\u793a\uff0c\u8a72\u516c\u53f8\u9084\u53d7\u76ca\u4e8e\u9ad8\u5e36\u5bec\u5167\u5b58\u548c\u8207\u751f\u6210\u5f0f\u4eba\u5de5\u667a\u80fd\u76f8\u95dc\u7684\u5148\u9032\u5c01\u88dd\u652f\u51fa\u7684\u589e\u52a0\u3002\u53e6\u5916\uff0c\u8a72\u516c\u53f8\u5728\u7e5e\u5f0f\u67f5\u6975\u6280\u8853 (gate-all-around\uff0c\u7c21\u7a31GAA)\u548c\u80cc\u9762\u4f9b\u96fb(back-side power)\u65b9\u9762\u7684\u9818\u5c0e\u5730\u4f4d\u61c9\u8a72\u6703\u5275\u9020\u591a\u5e74\u7684\u9577\u671f\u5229\u597d\u3002<\/p>\n

Lam Research<\/h2>\n

\u5206\u6790\u5e2b\u4e0a\u8abf\u4e86Lam Research\uff08LRCX\uff09<\/a>\u7684\u76ee\u6a19\u50f9\uff0c\u5f9e1060\u7f8e\u5143\u4e0a\u8abf\u81f31250\u7f8e\u5143\uff0c\u4e26\u91cd\u7533\u201c\u8dd1\u8d0f\u5927\u76e4\u201d\u8a55\u7d1a\u3002<\/p>\n

Pajjuri\u8868\u793a\uff0c\u8207\u7af6\u722d\u5c0d\u624b\u4e00\u6a23\uff0cLam Research\u4e5f\u53d7\u76ca\u4e8e\u9ad8\u5e36\u5bec\u5167\u5b58\u7684\u589e\u9577\uff0c\u4e26\u5728\u4ee3\u5de5\u548c\u908f\u8f2f\u9818\u57df\u53d6\u5f97\u4e86\u5805\u5be6\u9032\u5c55\u3002<\/p>\n

KLA Corp.<\/h2>\n

\u5206\u6790\u5e2b\u9084\u4e0a\u8abf\u4e86KLA Corp.\uff08KLAC\uff09<\/a>\u7684\u76ee\u6a19\u50f9\uff0c\u5f9e875\u7f8e\u5143\u4e0a\u8abf\u81f3975\u7f8e\u5143\uff0c\u540c\u6642\u91cd\u7533\u201c\u8dd1\u8d0f\u5927\u76e4\u201d\u8a55\u7d1a\u3002<\/p>\n

Pajjuri\u5beb\u9053\uff1a\u201cKLAC\u7684\u71df\u6536\u5728\u904e\u53bb\u4e94\u5e74\u4e2d\u8d85\u904e\u4e86\u534a\u5c0e\u9ad4\u8a2d\u5099\u6574\u9ad4\u884c\u696d\uff0c\u6211\u5011\u9810\u8a08\u9019\u4e00\u8da8\u52e2\u5c07\u7e7c\u7e8c\u4e0b\u53bb\u3002\u5148\u9032\u7684\u4ee3\u5de5\u5ee0\u548c\u908f\u8f2f\u6b63\u5728\u958b\u59cb\u6539\u5584\uff0c2\u7d0d\u7c73\u7bc0\u9ede\u662f\u5373\u5c07\u5230\u4f86\u7684\u95dc\u9375\u9a45\u52d5\u56e0\u7d20\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"

\u6295\u884cRaymond James\u8868\u793a\uff0c\u53d7\u751f\u6210\u5f0f\u4eba\u5de5\u667a\u80fd\u548c\u5730\u7de3\u653f\u6cbb\u7b49\u591a\u7a2e\u56e0\u7d20\u7684\u63a8\u52d5\uff0c\u9810\u8a082025\u5e74\u548c2026\u5e74\u7684\u8a2d […]<\/p>\n","protected":false},"author":9,"featured_media":545314,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":"","_links_to":"","_links_to_target":""},"categories":[426],"tags":[675,1788,2174,574],"class_list":["post-545318","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-market-news-zh-hant","tag--zh-hant","tag-1788","tag-2174","tag-574","sectors-financial-products-zh-hant","sectors-technology-zh-hant","locations-us-zh-hant","exchange-nasdaq-zh-hant","exchange-nyse-zh-hant"],"acf":[],"_links":{"self":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts\/545318","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/users\/9"}],"replies":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/comments?post=545318"}],"version-history":[{"count":3,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts\/545318\/revisions"}],"predecessor-version":[{"id":545321,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts\/545318\/revisions\/545321"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/media\/545314"}],"wp:attachment":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/media?parent=545318"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/categories?post=545318"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/tags?post=545318"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}