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die\u8a2d\u8a08\u8907\u96dc\u5ea6\u63d0\u9ad8\uff0c\u53ef\u80fd\u5403\u6389\u90e8\u5206\u7bc0\u7701\u4e0b\u4f86\u7684\u5c01\u88dd\u6210\u672c\u3002\u7b2c\u56db\uff0c\u6a19\u6e96\u901a\u904e\u4e0d\u7b49\u65bc\u99ac\u4e0a\u91cf\u7522\uff0c\u4ecd\u8981\u7b49HBM\u5ee0\u7522\u54c1\u5316\u3001ASIC\u5ba2\u6236\u5c0e\u5165\u3001\u5c01\u88dd\u57fa\u677f\u9a57\u8b49\u8207\u7cfb\u7d71\u7d1a\u6e2c\u8a66\u901a\u904e\u3002<\/p>\n\n\n<p>\n\u77ed\u4e2d\u9577\u671f\u5438\u91d1 \u5404\u6709\u4e0d\u540c\u7bc0\u594f<\/p>\n\n\n<p>\n\u6240\u4ee5\uff0cSPHBM4\u6700\u91cd\u8981\u7684\u610f\u7fa9\uff0c\u4e0d\u662f\u8b93HBM\u7a81\u7136\u8b8a\u4fbf\u5b9c\uff0c\u800c\u662f\u8b93AI\u6676\u7247\u8a2d\u8a08\u51fa\u73fe\u7b2c\u4e8c\u689d\u8def\u3002\u904e\u53bb\u5e02\u5834\u53ea\u554f\u8ab0\u6709HBM\u3001\u8ab0\u6709CoWoS\uff1b\u63a5\u4e0b\u4f86\u8981\u554f\u7684\u662f\uff0c\u8ab0\u80fd\u638c\u63e1base die\u3001SerDes\u3001ABF\u57fa\u677f\u3001\u73bb\u7483\u57fa\u677f\u8207AI ASIC\u6574\u5408\u80fd\u529b\u3002\u77ed\u7dda\u8cc7\u91d1\u6703\u8ffdTGV\u8207\u73bb\u7483\u57fa\u677f\u984c\u6750\uff1b\u4e2d\u7dda\u8cc7\u91d1\u6703\u770bABF\u9a57\u8b49\uff1b\u9577\u7dda\u8cc7\u91d1\u5247\u6703\u7559\u4e0b\u7d66\u771f\u6b63\u80fd\u628aSPHBM4\u5f9e\u6a19\u6e96\u8b8a\u6210\u71df\u6536\u7684\u516c\u53f8\u3002<\/p>\n\n\n<p>\n<\/p>\n\n\n<p>\n<\/p>\n\n\n<p>\n<a href=\"https:\/\/images.chinatimes.com\/newsphoto\/2026-07-02\/656\/20260702002425.jpg\">\n<img decoding=\"async\" src=\"https:\/\/images.chinatimes.com\/newsphoto\/2026-07-02\/656\/20260702002425.jpg\" style=\"max-width:100%;\">\n<\/a>\n<\/p>\n\n\n<p>\n<\/p>\n\n\n<p>\n\uff08\u5716\uff0f\u7406\u8ca1\u5468\u520a\u63d0\u4f9b\uff09<\/p>\n\n\n<p>\n<\/p>\n\n\n<p>\n\u25ce\u514d\u8cac\u8072\u660e\uff1a\u672c\u6587\u7684\u500b\u80a1\u3001ETF\u8207\u5c08\u5bb6\u89c0\u9ede\uff0c\u975e\u4efb\u4f55\u6295\u8cc7\u5efa\u8b70\u8207\u53c3\u8003\uff0c\u6295\u8cc7\u4eba\u61c9\u7368\u7acb\u5224\u65b7\uff0c\u5be9\u614e\u8a55\u4f30\u98a8\u96aa\uff0c\u81ea\u8ca0\u76c8\u8667\u3002<\/p>\n\n\n<p>\n<\/p>\n\n\n<p>\n2026\/07\/05 07:08<\/p>\n\n\n<p>\n\u8f49\u8f09\u81ea\u4e2d\u6642\u65b0\u805e\u7db2: https:\/\/www.chinatimes.com\/realtimenews\/20260705000007-260410<\/p>\n\n<\/div>\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:30%\">\n<div id=\"point2\"  class=\"ultp-post-grid-block wp-block-ultimate-post-post-list-3 ultp-block-\"><div class=\"ultp-block-wrapper \"><div class=\"ultp-loading\"><div class=\"ultp-loading-blocks\" style=\"width:100%;height:100%;\"><div style=\"left: 0;top: 0;animation-delay:0s;\"><\/div><div style=\"left: 21px;top: 0;animation-delay:0.125s;\"><\/div><div style=\"left: 42px;top: 0;animation-delay:0.25s;\"><\/div><div style=\"left: 0;top: 21px;animation-delay:0.875s;\"><\/div><div style=\"left: 42px;top: 21px;animation-delay:0.375s;\"><\/div><div style=\"left: 0;top: 42px;animation-delay:0.75s;\"><\/div><div style=\"left: 42px;top: 42px;animation-delay:0.625s;\"><\/div><div style=\"left: 21px;top: 42px;animation-delay:0.5s;\"><\/div><\/div><\/div><div class=\"ultp-heading-filter\"><div class=\"ultp-heading-filter-in\"><div class=\"ultp-heading-wrap ultp-heading-style20 ultp-heading-center\"><h2 class=\"ultp-heading-inner\"><span>\u6700\u65b0\u6587\u7ae0<\/span><\/h2><\/div><\/div><\/div><div class=\"ultp-block-items-wrap ultp-block-row ultp-block-column-1 ultp-block-content-bottom ultp-layout1\"><div class=\"ultp-block-item ultp-block-media post-id-10340647\"><div class=\"ultp-block-content-wrap\"><div class=\"ultp-block-content\"><h3 class=\"ultp-block-title \"><a href=\"https:\/\/twkeypoint.com\/index.php\/2026\/07\/06\/%e5%8f%b0%e7%81%a3%e6%96%b0%e8%81%9e%e9%80%9a%e8%a8%8a%e7%a4%be-%e6%ba%ab%e5%b8%83%e9%a0%93%e3%80%8b106%e5%8b%9d%ef%bc%81-%e5%96%ac%e5%b8%a5%e8%b6%85%e8%b6%8a%e8%b2%bb%e7%88%b8%e6%88%90%e8%b3%bd\/\" >\u53f0\u7063\u65b0\u805e\u901a\u8a0a\u793e-\u6eab\u5e03\u9813\u300b106\u52dd\uff01 \u55ac\u5e25\u8d85\u8d8a\u8cbb\u7238\u6210\u8cfd\u53f2\u7537\u55ae\u7b2c\u4e00<\/a><\/h3><\/div><\/div><\/div><div class=\"ultp-block-item ultp-block-media post-id-10340644\"><div class=\"ultp-block-content-wrap\"><div class=\"ultp-block-content\"><h3 class=\"ultp-block-title \"><a href=\"https:\/\/twkeypoint.com\/index.php\/2026\/07\/06\/%e5%8f%b0%e7%81%a3%e6%96%b0%e8%81%9e%e9%80%9a%e8%a8%8a%e7%a4%be-%e3%80%8a%e9%bb%91%e6%be%80%e6%9c%83%e3%80%8b%e5%a5%b3%e6%98%9f%e7%88%86%e7%b7%8a%e6%80%a5%e5%85%a5%e9%99%a2%e5%88%872%e9%a1%86-2\/\" >\u53f0\u7063\u65b0\u805e\u901a\u8a0a\u793e-\u300a\u9ed1\u6f80\u6703\u300b\u5973\u661f\u7206\u7dca\u6025\u5165\u9662\u52072\u9846\u816b\u7624 \u8a8d\u4e86\u9686\u4e73\u906d\u7f75\u300c\u4e0b\u8ce4\u300d<\/a><\/h3><\/div><\/div><\/div><div class=\"ultp-block-item ultp-block-media post-id-10340641\"><div class=\"ultp-block-content-wrap\"><div class=\"ultp-block-content\"><h3 class=\"ultp-block-title \"><a href=\"https:\/\/twkeypoint.com\/index.php\/2026\/07\/06\/%e5%8f%b0%e7%81%a3%e6%96%b0%e8%81%9e%e9%80%9a%e8%a8%8a%e7%a4%be-%e4%ba%ba%e7%94%9f%e9%a6%96%e6%ac%a1%e4%b8%89%e9%b6%af%e7%b7%9a%e5%b0%b1%e9%81%87%e8%ad%a6%e5%a0%b1%ef%bc%81-%e4%b9%98%e5%ae%a2\/\" >\u53f0\u7063\u65b0\u805e\u901a\u8a0a\u793e-\u4eba\u751f\u9996\u6b21\u4e09\u9daf\u7dda\u5c31\u9047\u8b66\u5831\uff01 \u4e58\u5ba2\u7b11\u7a31\u300c\u592a\u5e78\u904b\u300d<\/a><\/h3><\/div><\/div><\/div><div class=\"ultp-block-item ultp-block-media post-id-10340638\"><div class=\"ultp-block-content-wrap\"><div class=\"ultp-block-content\"><h3 class=\"ultp-block-title \"><a href=\"https:\/\/twkeypoint.com\/index.php\/2026\/07\/06\/%e5%8f%b0%e7%81%a3%e6%96%b0%e8%81%9e%e9%80%9a%e8%a8%8a%e7%a4%be-%e8%98%87%e5%b7%a7%e6%85%a7%e7%b6%b2%e8%b7%af%e8%81%b2%e9%87%8f%e5%83%85%e5%b7%9d%e4%bc%af%e4%b8%80%e5%8d%8a%ef%bc%9f%e7%b2%89%e5%b0%88\/\" >\u53f0\u7063\u65b0\u805e\u901a\u8a0a\u793e-\u8607\u5de7\u6167\u7db2\u8def\u8072\u91cf\u50c5\u5ddd\u4f2f\u4e00\u534a\uff1f\u7c89\u5c08\u63ed\u8d70\u52e2\u5716\uff1a\u786c\u88dd\u4e94\u4e94\u6ce2<\/a><\/h3><\/div><\/div><\/div><div class=\"ultp-block-item ultp-block-media post-id-10340635\"><div class=\"ultp-block-content-wrap\"><div class=\"ultp-block-content\"><h3 class=\"ultp-block-title \"><a href=\"https:\/\/twkeypoint.com\/index.php\/2026\/07\/06\/%e5%8f%b0%e7%81%a3%e6%96%b0%e8%81%9e%e9%80%9a%e8%a8%8a%e7%a4%be-%e3%80%8a%e9%bb%91%e6%be%80%e6%9c%83%e3%80%8b%e5%a5%b3%e6%98%9f%e7%88%86%e7%b7%8a%e6%80%a5%e5%85%a5%e9%99%a2%e5%88%872%e9%a1%86%e8%85%ab\/\" >\u53f0\u7063\u65b0\u805e\u901a\u8a0a\u793e-\u300a\u9ed1\u6f80\u6703\u300b\u5973\u661f\u7206\u7dca\u6025\u5165\u9662\u52072\u9846\u816b\u7624 \u8a8d\u4e86\u9686\u4e73\u906d\u7f75\u300c\u4e0b\u8ce4\u300d<\/a><\/h3><\/div><\/div><\/div><\/div><\/div><div class=\"pagination-block-html\" aria-hidden=\"true\" style=\"display: none;\"><\/div><\/div>\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\">\n<\/div>\n\n<div id=\"point3\"  class=\"ultp-post-grid-block wp-block-ultimate-post-post-list-3 ultp-block-\"><div class=\"ultp-block-wrapper \"><div class=\"ultp-loading\"><div class=\"ultp-loading-blocks\" style=\"width:100%;height:100%;\"><div style=\"left: 0;top: 0;animation-delay:0s;\"><\/div><div style=\"left: 21px;top: 0;animation-delay:0.125s;\"><\/div><div style=\"left: 42px;top: 0;animation-delay:0.25s;\"><\/div><div style=\"left: 0;top: 21px;animation-delay:0.875s;\"><\/div><div style=\"left: 42px;top: 21px;animation-delay:0.375s;\"><\/div><div style=\"left: 0;top: 42px;animation-delay:0.75s;\"><\/div><div style=\"left: 42px;top: 42px;animation-delay:0.625s;\"><\/div><div style=\"left: 21px;top: 42px;animation-delay:0.5s;\"><\/div><\/div><\/div><div class=\"ultp-heading-filter\"><div class=\"ultp-heading-filter-in\"><div class=\"ultp-heading-wrap ultp-heading-style20 ultp-heading-center\"><h2 class=\"ultp-heading-inner\"><span>\u672c\u9031\u71b1\u9580\u6587\u7ae0<\/span><\/h2><\/div><\/div><\/div><div class=\"ultp-block-items-wrap ultp-block-row ultp-block-column-1 ultp-block-content-bottom ultp-layout1\"><div class=\"ultp-block-item ultp-block-media post-id-10340647\"><div class=\"ultp-block-content-wrap\"><div class=\"ultp-block-content\"><h3 class=\"ultp-block-title \"><a href=\"https:\/\/twkeypoint.com\/index.php\/2026\/07\/06\/%e5%8f%b0%e7%81%a3%e6%96%b0%e8%81%9e%e9%80%9a%e8%a8%8a%e7%a4%be-%e6%ba%ab%e5%b8%83%e9%a0%93%e3%80%8b106%e5%8b%9d%ef%bc%81-%e5%96%ac%e5%b8%a5%e8%b6%85%e8%b6%8a%e8%b2%bb%e7%88%b8%e6%88%90%e8%b3%bd\/\" >\u53f0\u7063\u65b0\u805e\u901a\u8a0a\u793e-\u6eab\u5e03\u9813\u300b106\u52dd\uff01 \u55ac\u5e25\u8d85\u8d8a\u8cbb\u7238\u6210\u8cfd\u53f2\u7537\u55ae\u7b2c\u4e00<\/a><\/h3><\/div><\/div><\/div><div class=\"ultp-block-item ultp-block-media post-id-10340644\"><div class=\"ultp-block-content-wrap\"><div class=\"ultp-block-content\"><h3 class=\"ultp-block-title \"><a href=\"https:\/\/twkeypoint.com\/index.php\/2026\/07\/06\/%e5%8f%b0%e7%81%a3%e6%96%b0%e8%81%9e%e9%80%9a%e8%a8%8a%e7%a4%be-%e3%80%8a%e9%bb%91%e6%be%80%e6%9c%83%e3%80%8b%e5%a5%b3%e6%98%9f%e7%88%86%e7%b7%8a%e6%80%a5%e5%85%a5%e9%99%a2%e5%88%872%e9%a1%86-2\/\" >\u53f0\u7063\u65b0\u805e\u901a\u8a0a\u793e-\u300a\u9ed1\u6f80\u6703\u300b\u5973\u661f\u7206\u7dca\u6025\u5165\u9662\u52072\u9846\u816b\u7624 \u8a8d\u4e86\u9686\u4e73\u906d\u7f75\u300c\u4e0b\u8ce4\u300d<\/a><\/h3><\/div><\/div><\/div><div class=\"ultp-block-item ultp-block-media post-id-10340641\"><div class=\"ultp-block-content-wrap\"><div class=\"ultp-block-content\"><h3 class=\"ultp-block-title \"><a href=\"https:\/\/twkeypoint.com\/index.php\/2026\/07\/06\/%e5%8f%b0%e7%81%a3%e6%96%b0%e8%81%9e%e9%80%9a%e8%a8%8a%e7%a4%be-%e4%ba%ba%e7%94%9f%e9%a6%96%e6%ac%a1%e4%b8%89%e9%b6%af%e7%b7%9a%e5%b0%b1%e9%81%87%e8%ad%a6%e5%a0%b1%ef%bc%81-%e4%b9%98%e5%ae%a2\/\" >\u53f0\u7063\u65b0\u805e\u901a\u8a0a\u793e-\u4eba\u751f\u9996\u6b21\u4e09\u9daf\u7dda\u5c31\u9047\u8b66\u5831\uff01 \u4e58\u5ba2\u7b11\u7a31\u300c\u592a\u5e78\u904b\u300d<\/a><\/h3><\/div><\/div><\/div><div class=\"ultp-block-item ultp-block-media post-id-10340638\"><div class=\"ultp-block-content-wrap\"><div class=\"ultp-block-content\"><h3 class=\"ultp-block-title \"><a href=\"https:\/\/twkeypoint.com\/index.php\/2026\/07\/06\/%e5%8f%b0%e7%81%a3%e6%96%b0%e8%81%9e%e9%80%9a%e8%a8%8a%e7%a4%be-%e8%98%87%e5%b7%a7%e6%85%a7%e7%b6%b2%e8%b7%af%e8%81%b2%e9%87%8f%e5%83%85%e5%b7%9d%e4%bc%af%e4%b8%80%e5%8d%8a%ef%bc%9f%e7%b2%89%e5%b0%88\/\" 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