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\n\u4f9d\u88fd\u7a0b\u985e\u5225\u89c0\u5bdf\uff0cSEMI\u9810\u4f30\uff0c\u5305\u62ec\u6676\u5713\u88fd\u7a0b\u3001\u5149\u7f69\uff0f\u5149\u7f69\u7248\uff08Mask\/Reticle\uff09\u53ca\u6676\u5713\u5ee0\u8a2d\u65bd\u7684\u5168\u7403\u524d\u6bb5\u88fd\u7a0b\u8a2d\u5099\uff08WFE\uff09\uff0c2025\u5e74\u92b7\u552e\u984d\u5df2\u52751169\u5104\u7f8e\u5143\u65b0\u9ad8\uff0c2026\u5e74\u9810\u4f30\u5c07\u518d\u6210\u957723.1\uff05\u3001\u7e8c\u52751439\u5104\u7f8e\u5143\u65b0\u9ad8\uff0c\u9810\u4f30\u6578\u5b57\u8f032025\u5e74\u5e95\u5927\u5e45\u8abf\u5347\u3002<\/p>\n\n\n

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\n\u800cAI\u76f8\u95dc\u534a\u5c0e\u9ad4\u9700\u6c42\u4e5f\u6301\u7e8c\u5e36\u52d5\u5f8c\u6bb5\u88fd\u7a0b\u8a2d\u5099\u5e02\u5834\u6210\u9577\uff0cSEMI\u9810\u671f2026\u5e74\u6e2c\u8a66\u8a2d\u5099\u92b7\u552e\u984d\u5c07\u6210\u957731\uff05\u81f3153\u5104\u7f8e\u5143\uff0c\u9810\u671f\u4ea6\u8f03\u53bb\u5e74\u5e95\u660e\u986f\u8abf\u5347\u3002\u7d44\u88dd\u8207\u5c01\u88dd\u8a2d\u50992026\u5e74\u9810\u671f\u5c07\u905467\u5104\u5143\u3001\u6210\u95779.6\uff05\uff0c\u5927\u81f4\u7b26\u5408\u5148\u524d\u9810\u671f\u3002<\/p>\n\n\n

\nSEMI\u9810\u671f\uff0c\u5728\u5143\u4ef6\u8907\u96dc\u5ea6\u6301\u7e8c\u63d0\u5347\u3001\u5148\u9032\u8207\u7570\u8cea\u5c01\u88dd\u6280\u8853\u52a0\u901f\u5c0e\u5165\uff0c\u4ee5\u53caAI\u8207HBM\u5143\u4ef6\u5c0d\u6548\u80fd\u8207\u53ef\u9760\u5ea6\u8981\u6c42\u65e5\u76ca\u63d0\u9ad8\u5e36\u52d5\u4e0b\uff0c\u5e02\u5834\u6210\u9577\u52d5\u80fd\u9810\u8a08\u5c07\u5ef6\u7e8c\u81f32028\u5e74\uff0c\u5c46\u6642\u6e2c\u8a66\u8a2d\u5099\u5e02\u5834\u898f\u6a21\u53ef\u671b\u9054208\u5104\u7f8e\u5143\uff0c\u7d44\u88dd\u8207\u5c01\u88dd\u8a2d\u5099\u5e02\u5834\u898f\u6a21\u5247\u53ef\u671b\u905486\u5104\u7f8e\u5143\u3002<\/p>\n\n\n

\n\u82e5\u4ee5\u61c9\u7528\u89c0\u5bdf\uff0c\u53d7AI\u52a0\u901f\u5668\u3001\u9ad8\u6548\u904b\u7b97\uff08HPC\uff09\u53ca\u9ad8\u968e\u884c\u52d5\u8655\u7406\u5668\u6301\u7e8c\u5e36\u52d5\u5148\u9032\u88fd\u7a0b\u7522\u80fd\u589e\u52a0\uff0c2026\u5e74\u6676\u5713\u4ee3\u5de5\u8207\u908f\u8f2f\u61c9\u7528\u76f8\u95dc\u524d\u6bb5\u88fd\u7a0b\u8a2d\u5099\u92b7\u552e\u4f30\u589e18.9\uff05\u3001\u9054780\u5104\u7f8e\u5143\uff0c2027\u30012028\u5e74\u5c07\u5206\u5225\u6210\u957718.1\uff05\u53ca13.6\uff05\uff0c\u4f7f\u5e02\u5834\u898f\u6a21\u589e\u81f31047\u5104\u7f8e\u5143\u3002<\/p>\n\n\n

\n\u53d7HBM\u9700\u6c42\u6301\u7e8c\u5347\u6eab\u3001\u5148\u9032DRAM\u88fd\u7a0b\u7bc0\u9ede\u53caNAND Flash\u6280\u8853\u6f14\u9032\u5e36\u52d5\uff0c\u8a18\u61b6\u9ad4\u76f8\u95dc\u8a2d\u5099\u652f\u51fa\u4f30\u5c07\u6301\u7e8c\u6210\u9577\u81f32028\u5e74\u3002\u5176\u4e2dDRAM\u8a2d\u5099\u652f\u51fa2026\u5e74\u5c07\u6210\u957739\uff05\u81f3388\u5104\u7f8e\u5143\uff0c2027\u30012028\u5e74\u5c07\u5206\u5225\u6210\u957727.4\uff05\u53ca15\uff05\uff0c\u4f7f\u5e02\u5834\u898f\u6a21\u9054569\u5104\u7f8e\u5143\u3002<\/p>\n\n\n

\n\u800cNAND Flash\u8a2d\u50992026\u5e74\u92b7\u552e\u984d\u4f30\u589e30.7\uff05\u81f3139\u5104\u7f8e\u5143\uff0c2027\u30012028\u5e74\u518d\u5206\u5225\u6210\u957731.1\uff05\u53ca14.5\uff05\uff0c\u4f7f\u5e02\u5834\u898f\u6a21\u4e0a\u770b208\u5104\u7f8e\u5143\uff0c\u4e3b\u8981\u53d73D NAND Flash\u5806\u758a\u5c64\u6578\u6301\u7e8c\u63d0\u5347\uff0c\u4ee5\u53ca\u9ad8\u5132\u5b58\u5bc6\u5ea6\u67b6\u69cb\u6295\u8cc7\u5e36\u52d5\u3002<\/p>\n\n\n

\n\u5f9e\u5340\u57df\u8868\u73fe\u4f86\u770b\uff0c\u4e2d\u570b\u5927\u9678\u3001\u53f0\u7063\u3001\u97d3\u570b\u81f32028\u5e74\u5c07\u7a69\u5c45\u5168\u7403\u534a\u5c0e\u9ad4\u8a2d\u5099\u6295\u8cc7\u524d\u4e09\u5927\u5e02\u5834\u3002\u4e2d\u570b\u5927\u9678\u5c07\u7a69\u5c45\u5bf6\u5ea7\uff0c\u60df\u56e0\u8fd1\u5e74\u6295\u8cc7\u57fa\u671f\u8f03\u9ad8\uff0c2026\u5e74\u6210\u9577\u5e45\u5ea6\u4f30\u8da8\u7de9\u3002\u53f0\u7063\u5247\u53d7AI\u8207HPC\u5e36\u52d5\u7684\u5148\u9032\u88fd\u7a0b\u7522\u80fd\u64f4\u5efa\u652f\u6490\uff0c\u53ef\u671b\u6301\u7e8c\u6210\u9577\u3002<\/p>\n\n\n

\n\u97d3\u570b\u8a2d\u5099\u6295\u8cc7\u4e3b\u8981\u53d7\u60e0HBM\u7b49\u5148\u9032\u8a18\u61b6\u9ad4\u6280\u8853\u6295\u8cc7\u5e36\u52d5\u3002\u5176\u4ed6\u5730\u5340\u65b9\u9762\uff0c\u53d7\u60e0\u534a\u5c0e\u9ad4\u4f9b\u61c9\u93c8\u5340\u57df\u5316\u5e03\u5c40\u3001\u5404\u570b\u653f\u5e9c\u653f\u7b56\u652f\u6301\uff0c\u4ee5\u53ca\u7279\u5b9a\u61c9\u7528\u9818\u57df\u7522\u80fd\u64f4\u5efa\uff0c\u9810\u8a082027\u30012028\u5e74\u8a2d\u5099\u652f\u51fa\u4ea6\u5c07\u6301\u7e8c\u6210\u9577\u3002<\/p>\n\n\n

\nSEMI\u5168\u7403\u884c\u92b7\u9577\u66a8\u53f0\u7063\u5340\u7e3d\u88c1\u66f9\u4e16\u7db8\u8868\u793a\uff0cAI\u6b63\u52a0\u901f\u5e02\u5834\u5c0d\u9ad8\u6548\u80fd\u3001\u9ad8\u80fd\u6e90\u6548\u7387\u6676\u7247\u9700\u6c42\uff0c\u5e36\u52d5\u5168\u7403\u534a\u5c0e\u9ad4\u8a2d\u5099\u5e02\u5834\u6295\u8cc7\u6301\u7e8c\u6210\u9577\u3002\u6b64\u6b21\u5e74\u4e2d\u9810\u6e2c\u986f\u793a\uff0c\u96a8\u8457\u6676\u7247\u88fd\u9020\u5546\u7a4d\u6975\u5e03\u5c40AI\u6642\u4ee3\u6240\u9700\u7684\u5148\u9032\u908f\u8f2f\u3001\u5148\u9032\u8a18\u61b6\u9ad4\u53ca\u5c01\u6e2c\u80fd\u529b\uff0c\u8a2d\u5099\u652f\u51fa\u5c07\u5448\u73fe\u66f4\u9ad8\u7684\u6210\u9577\u8ecc\u8de1\u3002<\/p>\n\n\n

\n<\/p>\n\n\n

\n2026\/07\/16 09:22<\/p>\n\n\n

\n\u8f49\u8f09\u81ea\u4e2d\u6642\u65b0\u805e\u7db2: https:\/\/www.chinatimes.com\/realtimenews\/20260716001541-260410<\/p>\n\n<\/div>\n\n\n

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\u6700\u65b0\u6587\u7ae0<\/span><\/h2><\/div><\/div><\/div>

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<\/div><\/div>\n<\/div>\n\n<\/div>\n","protected":false},"excerpt":{"rendered":"

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