\u904e\u53bb\u516b\u5c0f\u6642\u5167\uff0c\u79d1\u6280\u91cd\u65b0\u638c\u63e1\u4e3b\u5c0e\u3002AI \u786c\u9ad4\u3001\u5c08\u7528\u96fb\u6e90\u6676\u7247\u548c\u91cf\u5b50\u984c\u6750\u628a\u8cc7\u91d1\u62c9\u56de\u534a\u5c0e\u9ad4\u8207\u76f8\u95dc\u500b\u80a1\u3002\u4e00\u5c01\u65b0\u7684\u57fa\u91d1\u6295\u8cc7\u4fe1\u9ede\u540d Lattice Semiconductor\uff0c\u70ba\u4e00\u500b\u719f\u6089\u7684\u4e3b\u984c\u6dfb\u67f4\uff1a\u53ea\u8981\u6cbe\u4e0a AI \u96fb\u6e90\u6216\u5ef6\u9072\u8b70\u984c\uff0c\u5c31\u6703\u88ab\u8cb7\u76e4\u8ffd\u6367\u3002<\/p>\n
NVDA \u70ba\u8a72\u7522\u696d\u7684\u6d41\u52d5\u6027\u532f\u805a\u9ede\uff0c\u80a1\u50f9\u4e0a\u6f32 2.88% \u81f3 188.32\u3002\u63a8\u52d5\u529b\u7c21\u55ae\u4e14\u660e\u986f\uff1aAI \u57fa\u790e\u8a2d\u65bd\u7684\u98a8\u96aa\u504f\u597d\u91cd\u555f\uff0c\u6295\u8cc7\u8005\u5728\u8d85\u5927\u898f\u6a21\u96f2\u7aef\u5ee0\u5546\u8cc7\u672c\u652f\u51fa\u8a71\u984c\u71b1\u7d61\u6642\uff0c\u56de\u88dc\u73fe\u91d1\u7522\u751f\u80fd\u529b\u5f37\u7684\u9f8d\u982d\u3002\u4ea4\u6613\u7279\u6027\uff1a\u5de8\u578b\u5e02\u503c\u3001\u9078\u64c7\u6b0a\u4ea4\u6613\u6d3b\u8e8d\u3001\u8cb7\u8ce3\u5dee\u50f9\u5c0f\uff0c\u662f\u8cc7\u91d1\u60f3\u8981\u7372\u5f97 AI \u66dd\u96aa\u4f46\u4e0d\u9700\u5411\u6295\u8cc7\u59d4\u54e1\u6703\u89e3\u91cb\u6642\u7b2c\u4e00\u500b\u8eb2\u85cf\u7684\u89d2\u843d\u3002\u91cd\u9ede\uff1aNVDA \u4ecd\u662f\u5e02\u5834\u7684 AI \u57fa\u6e96\u3002\u53ea\u8981\u8d85\u5927\u5ee0\u8a02\u55ae\u6301\u7e8c\u5230\u4f4d\u4e14\u4f9b\u61c9\u7d00\u5f8b\u7dad\u6301\uff0c\u56de\u6a94\u6703\u88ab\u5feb\u901f\u5438\u6536\u3002\u95dc\u6ce8\u8cc7\u6599\u4e2d\u5fc3\u652f\u51fa\u66f4\u65b0\u53ca\u4efb\u4f55\u95dc\u65bc\u63a8\u8ad6\u6bdb\u5229\u88ab\u58d3\u7e2e\u7684\u8de1\u8c61\u3002\u9664\u975e\u51fa\u73fe\u90a3\u985e\u88c2\u7e2b\uff0c\u5e02\u5834\u6709\u7406\u7531\u628a\u5b83\u7576\u4f5c\u79d1\u6280\u8d70\u52e2\u4e2d\u7684 S&P 500\u3002<\/p>\n
INTC \u4e0a\u6f32 2.45% \u81f3 37.22\uff0c\u8cc7\u91d1\u5f9e\u8001\u724c\u534a\u5c0e\u9ad4\u6d41\u5165\uff0c\u9810\u671f\u53ef\u53d7\u76ca\u65bc PC \u63db\u6a5f\u6f6e\u8207\u4f3a\u670d\u5668\u5e02\u5360\u9010\u6b65\u56de\u5347\u3002\u4eca\u65e5\u7126\u9ede\u504f\u5411\u6301\u5009\u8abf\u6574\u591a\u65bc\u65b0\u805e\u9762\uff1a\u4ea4\u6613\u8005\u62bc\u6ce8\u65bc\u66f4\u4e7e\u6de8\u7684\u6210\u672c\u57fa\u790e\u8207\u8def\u7dda\u5716\u57f7\u884c\uff0c\u82e5\u9700\u6c42\u7a69\u5b9a\uff0c\u5c07\u5e36\u4f86\u71df\u904b\u69d3\u687f\u3002\u4ea4\u6613\u7279\u6027\uff1a\u5927\u578b\u80a1\u3001\u5c0d\u8f49\u578b\u654f\u611f\u3001\u6563\u6236\u8207\u6a5f\u69cb\u9078\u64c7\u6b0a\u8208\u8da3\u9ad8\uff0c\u8ca1\u5831\u8207\u4ee3\u5de5\u66f4\u65b0\u671f\u9593\u6ce2\u52d5\u6027\u589e\u52a0\u3002\u91cd\u9ede\uff1a\u7576\u5e02\u5834\u8b8a\u5f97\u98a8\u96aa\u504f\u597d\u4f46\u53c8\u60f3\u8981\u5b89\u5168\u908a\u969b\u6642\uff0cINTC \u6703\u53d7\u5230\u9752\u775e\u3002\u591a\u982d\u8ad6\u9ede\u4ecd\u9700\u4f3a\u670d\u5668\u8def\u7dda\u5716\u3001\u4ee3\u5de5\u91cc\u7a0b\u7891\u8207\u6bdb\u5229\u7387\u6539\u5584\u4f86\u8b49\u660e\u3002\u77ed\u7dda\u591a\u982d\u56de\u6d41\uff0c\u4f46\u6b64\u8d70\u52e2\u5c0d\u65bc\u4efb\u4f55\u4e0b\u4fee\u6307\u5f15\u6703\u6bd4\u6a21\u7cca\u627f\u8afe\u61f2\u7f70\u5f97\u66f4\u91cd\u3002<\/p>\n
NVTS \u98c6\u5347 21.14% \u81f3 9.97\uff0c\u4efb\u4f55\u8207 GaN \u96fb\u6e90\u6548\u7387\u76f8\u95dc\u7684\u6982\u5ff5\u5728 AI \u8207\u96fb\u52d5\u8eca\u96fb\u6e90\u7ba1\u7406\u6558\u4e8b\u4e0b\u90fd\u88ab\u63a8\u9ad8\u3002\u4eca\u65e5\u7126\u9ede\u6e90\u81ea\u65bc\u4e00\u500b\u60f3\u6cd5\uff1a\u66f4\u6709\u6548\u7387\u5730\u79fb\u52d5\u74e6\u7279\u6578\u662f AI \u6a5f\u6ac3\u8207\u5feb\u901f\u5145\u96fb\u5668\u7684\u96b1\u85cf\u74f6\u9838\uff0c\u9019\u985e\u4e3b\u984c\u5728\u4e0a\u6f32\u65e5\u6700\u53d7\u6295\u6a5f\u6027\u8cc7\u672c\u559c\u611b\u3002\u4ea4\u6613\u7279\u6027\uff1a\u5c0f\u578b\u80a1\u3001\u9ad8\u8c9d\u5854\u3001\u76e4\u521d\u8cb7\u8ce3\u5dee\u50f9\u5927\uff0c\u82e5\u52d5\u80fd\u6d88\u9000\u53ef\u5728\u9694\u65e5\u9020\u6210\u5287\u70c8\u6ce2\u52d5\u3002\u91cd\u9ede\uff1a\u8da8\u52e2\u771f\u5be6\uff0c\u4f46\u9053\u8def\u6df7\u4e82\u3002NVTS \u8207\u65e5\u76ca\u63d0\u9ad8\u7684\u529f\u7387\u5bc6\u5ea6\u9700\u6c42\u6709\u660e\u986f\u95dc\u806f\uff0c\u4f46\u5b83\u5b58\u5728\u65bc\u4e00\u500b\u7af6\u722d\u6fc0\u70c8\u3001\u4ee5\u8a2d\u8a08\u52dd\u5229\u70ba\u9a45\u52d5\u7684\u4e16\u754c\uff0c\u6642\u6a5f\u8207\u9a57\u8b49\u9031\u671f\u53ef\u80fd\u5f88\u6b98\u9177\u3002\u82e5\u8981\u8ffd\u9ad8\uff0c\u61c9\u628a\u90e8\u4f4d\u7576\u4f5c\u4ea4\u6613\u800c\u975e\u9577\u671f\u627f\u8afe\u4f86\u770b\u5f85\u4e26\u59a5\u5584\u63a7\u78bc\u3002<\/p>\n
\u5728\u4e00\u5bb6\u53d7\u95dc\u6ce8\u7684\u4e2d\u578b\u6210\u9577\u57fa\u91d1\u9ede\u540d\u5f8c\uff0cLSCC \u5f15\u8d77\u65b0\u4e00\u8f2a\u95dc\u6ce8\u3002\u8a72\u57fa\u91d1\u6307\u51fa\u5de5\u696d\u8207\u6c7d\u8eca\u5eab\u5b58\u6d88\u5316\u63a5\u8fd1\u5c3e\u8072\uff0c\u4e26\u5c07 AI \u8cc7\u6599\u4e2d\u5fc3\u8207\u6a5f\u5668\u4eba\u8996\u70ba\u6210\u9577\u9a45\u52d5\u529b\u3002\u516c\u53f8\u4e00\u500b\u6708\u5831\u916c\u70ba 6.10%\uff0c\u5341\u4e8c\u500b\u6708\u6f32\u5e45\u70ba 42.91%\uff0c\u80a1\u50f9\u8fd1\u671f\u7d04\u5728 71 \u9644\u8fd1\uff0c\u5e02\u503c\u7d04 97 \u5104\u3002\u4ea4\u6613\u7279\u6027\uff1a\u4e2d\u578b\u7121\u6676\u5713\u5ee0\u5546\u3001\u9ad8\u6bdb\u5229\u3001\u8207 OEM \u7d81\u5b9a\u6027\u5f37\uff0c\u5c0d\u5ba2\u6236\u5eab\u5b58\u884c\u70ba\u5177\u9031\u671f\u6027\u654f\u611f\uff0c\u77ed\u671f\u5167\u53ef\u80fd\u84cb\u904e\u57fa\u672c\u9762\u3002\u91cd\u9ede\uff1a\u96a8\u8457\u53bb\u5eab\u5b58\u65bc 2026 \u5e74\u8da8\u7de9\u3001\u4f4e\u529f\u8017 FPGA \u9700\u6c42\u96a8\u908a\u7de3 AI \u8207\u63a7\u5236\u7cfb\u7d71\u6210\u9577\uff0cLSCC \u6709\u671b\u5c55\u73fe\u71df\u904b\u52d5\u80fd\u3002\u9019\u662f\u53c3\u8207 AI \u5468\u908a\u77fd\u667a\u8ca1\u800c\u4e0d\u5fc5\u652f\u4ed8\u8d85\u5927\u5ee0\u500d\u6578\u6ea2\u50f9\u7684\u4e7e\u6de8\u65b9\u5f0f\uff0c\u4f46\u5de5\u696d\u8207\u6c7d\u8eca\u5fa9\u7526\u7684\u57f7\u884c\u662f\u95dc\u9375\u9580\u6abb\u3002<\/p>\n
RGTI \u98c6\u6f32 25.02% \u81f3 54.91\uff0c\u91cf\u5b50\u904b\u7b97\u5728\u6574\u9ad4\u79d1\u6280\u884c\u60c5\u5927\u6f32\u4e2d\u7372\u5f97\u540c\u60c5\u6027\u8cb7\u76e4\uff0c\u4e14\u95dc\u65bc\u653f\u5e9c\u8207\u4f01\u696d\u5c0d\u8fd1\u671f\u8a66\u9ede\u7684\u8208\u8da3\u518d\u5ea6\u51fa\u73fe\u8a0e\u8ad6\u3002\u4eca\u65e5\u7126\u9ede\u5728\u65bc\u53ef\u9078\u64c7\u6027\uff1a\u7576\u98a8\u96aa\u5f97\u5230\u653e\u884c\uff0c\u5e02\u5834\u6703\u4ee5\u4eca\u65e5\u50f9\u683c\u8cb7\u5165\u660e\u65e5\u7684\u79d1\u5b78\u3002\u4ea4\u6613\u7279\u6027\uff1a\u5c0f\u578b\u80a1\u3001\u6ce2\u52d5\u6975\u5927\u3001\u878d\u5238\u7a00\u8584\u3001\u76e4\u4e2d\u5340\u9593\u5bec\u3001\u65b0\u805e\u5c0e\u5411\u5448\u4e8c\u5143\u5316\u98a8\u96aa\u3002\u91cd\u9ede\uff1a\u91cf\u5b50\u5c0d\u5546\u696d\u5de5\u4f5c\u8ca0\u8f09\u4ecd\u5c6c\u672a\u9054\u898f\u6a21\u968e\u6bb5\uff0c\u4f46\u6558\u4e8b\u6027\u8c9d\u5854\u5728\u98a8\u96aa\u504f\u597d\u65e5\u6703\u5e36\u4f86\u56de\u5831\u3002\u4ea4\u6613\u6642\u8981\u6234\u5b89\u5168\u5e3d\u3002\u5c0b\u6c42\u7a69\u5065 AI \u57fa\u790e\u8a2d\u65bd\u66dd\u96aa\u7684\u6295\u8cc7\u4eba\u61c9\u628a\u5b83\u7559\u5728\u6c99\u76d2\u88e1\uff0c\u5c07\u6838\u5fc3\u8cc7\u91d1\u653e\u5728\u80fd\u7522\u751f\u73fe\u91d1\u6d41\u7684\u77fd\u6676\u8207\u96fb\u6e90\u751f\u614b\u7cfb\u516c\u53f8\u4e0a\u3002<\/p>\n
\u6a21\u5f0f\u986f\u800c\u6613\u898b\u3002\u8cc7\u91d1\u6d41\u5411\u5169\u6975\uff1a\u70ba\u4e86\u5b89\u5168\u8207\u6d41\u52d5\u6027\u800c\u8cb7\u9032\u7684\u5de8\u578b AI \u57fa\u790e\u8a2d\u65bd\uff0c\u4ee5\u53ca\u70ba\u4e86\u626d\u529b\uff08torque\uff09\u800c\u8cb7\u7684\u9ad8\u8c9d\u5854\u5c08\u7528\u6676\u7247\u8207\u524d\u6cbf\u904b\u7b97\u3002\u4e2d\u9593\u5247\u662f Lattice\uff0c\u4e00\u500b\u7f55\u898b\u7684\u4e2d\u578b\u80a1\uff0c\u64c1\u6709\u53ef\u4fe1\u7684 AI \u9130\u8fd1\u6027\u8207\u53ef\u898b\u7684\u9031\u671f\u6027\u5eab\u5b58\u4fee\u6b63\u51fa\u8def\u3002\u9019\u7a2e\u7d44\u5408\u2014\u2014\u73fe\u91d1\u725b\u3001\u4e7e\u6de8\u7684\u4e2d\u578b\u80a1\u3001\u6295\u6a5f\u6027\u626d\u529b\u2014\u2014\u986f\u793a\u9019\u6ce2\u884c\u60c5\u5e0c\u671b\u5728\u6574\u500b\u98a8\u96aa\u66f2\u7dda\u4e0a\u53d6\u5f97 AI \u66dd\u96aa\uff0c\u800c\u4e0d\u53ea\u662f\u4f9d\u8cf4\u6307\u6578\u9328\u5b9a\u80a1\u3002<\/p>\n
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