agºÍ¼Ç

À´Ô´£º¿Æ¼¼Îİ¸ËØ²Ä  £¬×÷Õߣº  £¬£º

°¥  £¬½²µ½ÁøÖÝ  £¬³ýÁËÂÝòÏ·Û  £¬ÄãÏþµÃÄÇЩÆßºÚ°ËºÚµÄСÏï×ÓÀﻹ²ØÁËЩɶºÃ¹¤¾ß²»£¿ÓÐЩµØ·½  £¬ÕæÊÇûÂÑÈË´øÄã  £¬¿ÉÄÜà£Äã¶¼ÕÒ²»µ½¡£Ì«Æ½Î÷½ÖµÄСÏï×ÓßÖ  £¬ÌýÃû×Ö¾ÍÖªµÀÊǸöÀϵط½  £¬½²µÃ¸ü×ÓºÃÌýµã  £¬ÊÇÓÐÑÌ»ðÆø  £¬½²µÃÖ±°×µã  £¬¾ÍÊÇÓиãµÄµØ·½¡£ßÖ½ñÌìÎҾ͸úÄã½²½²  £¬ÕâÆ¬µØ·½¾¿¾¹ÓÐÂѺÃÍæ¡¢ÂѺóԵÄ¡£

̫ƽÎ÷½ÖСÏï×ÓÀïµÄ¡°ÒþÃØ½ÇÂ䡱

¶ªÄÇÐÇ  £¬ÎÒ¸úÄã½²  £¬ÕâÌõ½ÖßÖ  £¬ÕæÊÇÂé·³ÂѶ¼µß¡£Ïï×ÓÀïÍ·µÄÆÌÃæ  £¬¶¼ÊÇÄÇÖÖСÃÅÃæ  £¬Ã»É¶µð´óµÄÕÐÅÆ¡£ÄãÒªÊÇûÊìÈËÁì·  £¬¸ãÂÑû¼û¡£ÏñÓÐÒ»¼Ò×öÉÕ¿¾µÄ  £¬½Ð¡°»ðÌÌÌÌÉÕ¿¾¡±  £¬Äã±ð¿´ËüÃÅÃæÐ¡µÃÏñèt¨¤i  £¬µ«ÄÇζµÀ  £¬ÕæÊÇˬµ½ÂѶ¼µø¡£¿¾µÃÂéÖ±µÄ¼¦³á  £¬ÈöÉÏÀ±½··Û  £¬¸úÄã½²  £¬³ÔÒ»¿ÚÄã¾ÍÏþµÃɶ½ÐÐÑÁúµÄζµÀ¡£

ÁíÓÐÒ»¼ÒÂôÌÇË®µÄÀÏÆÌ×Ó  £¬½Ð¡°Ìðµ½ÎÑÐÄ¡±¡£¸ü×Ó²»ÊÇÄÇÖÖ»¨Í·Ñ¼µÄÍøºìµê  £¬ËüµÄÌÇË®ÂѼòµ¥  £¬µ«ºÈÆðÀ´ÂѺúÈ¡£ÓÈÆäÊÇÄǸöºì¶¹É³ÌÇË®  £¬ßÖ  £¬¶¬ÌìºÈÒ»Íë  £¬Å¯µÃÄãÏñµô½øÃÞÎÑÀïÍ·¡£

Ïï×ÓÀïµÄÂÝòÏ·Û  £¬µð¸Üµ½Ïë¶à³ÔÁ½Íë

½²µ½ÁøÖÝ  £¬ÂÝòϷۿ϶¨ÊÇÈÆ²»¿ªµÄ¹¤¾ß¡£Ì«Æ½Î÷½ÖÕâÌõÏï×Ó  £¬ßÖÓÐÒ»¼Ò½Ð¡°ÂݰÔÌ족µÄ·Ûµê  £¬ÕæÊÇËãÂÑÃÍ¡£·ÛµÄ¿Ú¸ÐÂéÖ±  £¬ÌÀµ×Ũµ½Äã¶¼Ïë¸ãŨˮ¡£¸ü×ÓÄã±ðÏÓ³ô  £¬ÂÝòÏ·Û¾ÍÊÇÒª³ôµÃÂÑÊǵIJŹýñ«¡£ÅäµÄËáËñ  £¬´àµÃ¸úÄã˵»°¶¼¸ÂàÔÏì¡£Àϰ廹»áЦÃÐÃеØÎÊÄã¡°Òª¼ÓÀ±²»¡±  £¬Ò»¼ÓÀ±ßÖ  £¬ÕûÍë·Û¾ÍÏñ»ðÌÌÌ̵ĵØÓü  £¬¶¼Ïë°ÇÀô¬ÅÀ³öÈ¥¡£

Ïà¹ØÍ¼Æ¬
ÐÑÁúµã£º¿Ë¡°ÂݰÔÌ족³Ô·Û¼ÇµÃÔçµãÈ¥  £¬Ã»È»ÂѼ·µÃ»Å  £¬×ø¶¼Ã»µÃ×ø¡£

Ò¹ÍíµÄСÏï×Ó  £¬³Ô±¥ÁË»¹ÄÜÀ˲ÙÐÄÇé

ßÖ  £¬³Ô±¥ºÈ×ãÁË  £¬±ð¼±×Å×ß¡£Ì«Æ½Î÷½ÖµÄÏï×ÓÍíÉÏÌØ±ðÓиã¡£Ïï×ÓÀïÍ·ÓиöС¾Æ°É  £¬ÃſڹÒןöÄÞºçµÆÅÆ×Ó  £¬ÆßºÚ°ËºÚµÄ¿´×ÅÏñ¸ãʺ¹÷  £¬µ«Ò»½øÈ¥·¢Ã÷Æø·ÕÂÑÔ¶¡£ÀϰåÊǸöÐÑéÏé­  £¬µ÷µÄ¼¦Î²¾Æµð¸ÜµÃÈÃÄ㻳ÒÉÈËÉú¡£ºÈÉÏÁ½±­  £¬ÌýÌýפ³ª¸èÊÖ³ªÀÏÁøÖݵĸè  £¬ÕæÊÇñ²µÃÂѶ¼µø¡£

ÔõôÕÒµ½Ì«Æ½Î÷½ÖСÏï×ÓßÖ£¿

Ïà¹ØÍ¼Æ¬

ÄãÒªÊÇÎÊÎÒ¸ü×Ó¿ËÕâµØ·½  £¬ÎÒ¸úÄã½²  £¬ÁøÖݵÄÀϳÇÇøËæ±ã×¥¸ö°º×ÐÎÊÒ»¾ä  £¬¶¼ÄÜÖ¸Äãµ½Ãſڡ£×î±ãµ±ßÖ  £¬Õվɴò¸ö³µ  £¬¸ú˾»ú½²¡°¿Ë̫ƽÎ÷½ÖßÖ¡±  £¬Ëû¾ÍÖªµÀûÂÑÀí¡£µ½Á˵ط½  £¬Äã¾ÍÂéÖ±×ß  £¬Ïï×ÓÀïÍ·µÄÿ¸ö¹Õ½Ç¶¼ÓоªÏ²  £¬ÂѺóԵġ¢ÂѺÃÍæµÄ¶¼²ØÔÚÄÇÀï¡£


ÄǾ¿¾¹Öµ²»ÖµµÃÌØµØÈ¥Ò»ÌË£¿ÂÑÊǵģ¡Äã¾Í¼Ç×ÅÒ»¾ä»°£ºÁøÖÝ×îÐÑÁúµÄζµÀ  £¬²ØÔÚÕâЩ²»ÆðÑÛµÄСÏï×ÓÀï¡£

ÁøÖÝ̫ƽÎ÷½ÖСÏï×Ó, ÁøÖÝÃÀʳ, ÀϽÖ̽µê, ÁøÖÝÂÝòÏ·Û, ÉÕ¿¾ÌÇË®

¡¶Æð·É½µÂäÄÐŮ֮¼äÊÇʲô¼ÄÒå¡·

ÖйúÉÏÊй«Ë¾ÍøÑ¶1ÔÂ16ÈÕ  £¬Éî½»Ëù¹ÙÍøÅû¶ÁË»ãÄɿƼ¼¹É·ÝÓÐÏÞ¹«Ë¾(¹ÉƱ¼ò³Æ£º»ãÄɿƼ¼  £¬¹ÉƱ´úÂ룺300609)2025Äê¶ÈÏòÌØ¶¨¹¤¾ß¿¯ÐÐA¹É¹ÉƱļ¼¯ËµÃ÷Êé(É걨¸å)  £¬¹«Ë¾¶¨ÔöÖÊÁϱ»ÕýʽÊÜÀí¡£

¡¶ÕÒÅ®ÉúÅã˯¡·

ÔÚº¼ÖÝÃñÃ˵ÄÍÆ¶¯Ï  £¬Ïü¾®´å³ÉΪ¸»ÑôÇøÊ×ÅúÎÄ»¯ÌØÅÉÔ±ÏÂÅÉ´å  £¬¸»ÑôÃñÃËÒ²³ÉΪÕã½­Ê׸öÒÔÃñÖ÷µ³ÅÉÍŶÓÃûÒå¼ÓÈëµÄÎÄ»¯ÌØÅÉÔ±¡£

¡¶¸ß¶ËЧÀÍͬ³ÇPaPa¡·

ƾ¾ÝTrendForce 2026Äê1Ô¹©Ó¦Á´¼à²â±¨¸æ  £¬Ì¨»ýµçN2ÓëN3µÈÏȽøÖƳ̵½2027ÄêµÄ²úÄÜÒѱ»Æ»¹û¡¢Ó¢Î°´ï¡¢²©Í¨µÈ¾ÞÍ·Åó·Ö¡£ÓÉÓڸ߶ËGPUÓë¶¨ÖÆASICÔÚ¡°µ¥¾§Ô²²ú³ö¼ÛÖµ¡±ÉÏÏÔÖø¸ßÓڹŰåCPU  £¬´ú¹¤³§²úÄÜ·ÖÅɱ£´æÃ÷ÏÔÇãб¡£Óë´Ëͬʱ  £¬CoWoSµÈÏȽø·â×°¼¼ÊõµÄÆ¿¾±½øÒ»²½¶ñ»¯Á˹©Ó¦Á´¡ª¡ªIDCÆÊÎöÖ¸³ö  £¬Æä²úÄÜÀûÓÃÂÊÔÚ2025ÄêµÚËļ¾¶È±ãÒÑÍ»ÆÆ100%  £¬µ¼ÖÂCPU³ö»õÖÜÆÚ´ÓÕý³£µÄ8-10ÖÜÑÓ³¤ÖÁ24ÖÜÒÔÉÏ¡£

¡¶2025ÄêQQÃâ·Ñ ÁÄɧȺºÅ¡·

¾Ýͳ¼Æ  £¬2024Ä꺣ÄÏÑóÆÖ¸ÛÀۼƼÓ×¢´¬²°±£Ë°ÓÍ683ËÒ´Î  £¬¼Ó×¢´¬²°±£Ë°ÓÍ27.61Íò¶Ö  £¬Í¬±È»®·ÖÔö³¤21.09%¡¢9.78%  £¬Ôö³¤ÊÆÍ·Ç¿¾¢¡£(Íê)

ÍøÕ¾µØÍ¼