{"id":13438,"date":"2026-05-04T22:27:03","date_gmt":"2026-05-04T14:27:03","guid":{"rendered":"https:\/\/vcai.cn\/?p=13438"},"modified":"2026-05-04T22:27:04","modified_gmt":"2026-05-04T14:27:04","slug":"zhuti-bolijiban","status":"publish","type":"post","link":"https:\/\/vcai.cn\/index.php\/zhuti-bolijiban\/","title":{"rendered":"\u73bb\u7483\u57fa\u677f\u5c01\u88c5\uff1aAI\u7b97\u529b\u9769\u547d\u4e0b\u7684\u5148\u8fdb\u5c01\u88c5\u65b0\u8d5b\u9053\u6df1\u5ea6\u62a5\u544a"},"content":{"rendered":"\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_82_2 counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title\" style=\"cursor:inherit\">Table of Contents<\/p>\n<span class=\"ez-toc-title-toggle\"><a href=\"#\" class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" aria-label=\"Toggle Table of Content\"><span class=\"ez-toc-js-icon-con\"><i class=\"ez-toc-toggle-el\"><\/i><\/span><\/a><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/vcai.cn\/index.php\/zhuti-bolijiban\/#25E425B8258025E32580258125E925A2259825E6259D259025E625A6258225E825BF25B025E425B8258E25E825A1258C25E425B8259A25E82583258C25E6259925AF\" >\u4e00\u3001\u9898\u6750\u6982\u8ff0\u4e0e\u884c\u4e1a\u80cc\u666f<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/vcai.cn\/index.php\/zhuti-bolijiban\/#25E825BF259125E6259C259F25E72588258625E5258F259125E7259A258425E7259B25B425E6258E25A525E5258225AC25E5258C259625E525892582\" >\u8fd1\u671f\u7206\u53d1\u7684\u76f4\u63a5\u50ac\u5316\u5242<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/vcai.cn\/index.php\/zhuti-bolijiban\/#25E425BA258C25E32580258125E7258E25BB25E72592258325E5259F25BA25E6259D25BF25E525B0258125E825A3258525E7259A258425E625A025B825E525BF258325E425BC259825E5258A25BF\" >\u4e8c\u3001\u73bb\u7483\u57fa\u677f\u5c01\u88c5\u7684\u6838\u5fc3\u4f18\u52bf<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/vcai.cn\/index.php\/zhuti-bolijiban\/#25E425B8258925E32580258125E625A025B825E525BF258325E6258A258025E6259C25AF25EF25BC259ATGV_25E7258E25BB25E72592258325E92580259A25E525AD2594_25E525B725A525E8258925BA\" >\u4e09\u3001\u6838\u5fc3\u6280\u672f\uff1aTGV (\u73bb\u7483\u901a\u5b54) \u5de5\u827a<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/vcai.cn\/index.php\/zhuti-bolijiban\/#125E325802581TGV25E525B725A525E8258925BA25E625B5258125E725A8258B\" >1\u3001TGV\u5de5\u827a\u6d41\u7a0b<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/vcai.cn\/index.php\/zhuti-bolijiban\/#225E32580258125E425B825BB25E825A6258125E6258A258025E6259C25AF25E9259A25BE25E7258225B9\" >2\u3001\u4e3b\u8981\u6280\u672f\u96be\u70b9<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-7\" href=\"https:\/\/vcai.cn\/index.php\/zhuti-bolijiban\/#25E5259B259B25E32580258125E425BA25A725E425B8259A25E9259325BE25E5258525A825E6259925AF25E5259B25BE\" >\u56db\u3001\u4ea7\u4e1a\u94fe\u5168\u666f\u56fe<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-8\" href=\"https:\/\/vcai.cn\/index.php\/zhuti-bolijiban\/#25E425B8258A25E625B825B825EF25BC259A25E825AE25BE25E525A4258725E425B8258E25E6259D259025E625962599_25E6258A258025E6259C25AF25E525A3258125E5259E259225E6259C258025E925AB2598\" >\u4e0a\u6e38\uff1a\u8bbe\u5907\u4e0e\u6750\u6599 (\u6280\u672f\u58c1\u5792\u6700\u9ad8)<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-9\" href=\"https:\/\/vcai.cn\/index.php\/zhuti-bolijiban\/#25E425B825AD25E625B825B825EF25BC259A25E5258D258A25E525AF25BC25E425BD259325E7258E25BB25E72592258325E5259F25BA25E6259D25BF25E5258825B625E9258025A0_25E625A025B825E525BF258325E7258E25AF25E8258A2582\" >\u4e2d\u6e38\uff1a\u534a\u5bfc\u4f53\u73bb\u7483\u57fa\u677f\u5236\u9020 (\u6838\u5fc3\u73af\u8282)<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-10\" href=\"https:\/\/vcai.cn\/index.php\/zhuti-bolijiban\/#25E425B8258B25E625B825B825EF25BC259A25E525B0258125E625B5258B25E425B8258E25E525BA259425E7259425A8\" >\u4e0b\u6e38\uff1a\u5c01\u6d4b\u4e0e\u5e94\u7528<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-11\" href=\"https:\/\/vcai.cn\/index.php\/zhuti-bolijiban\/#25E425BA259425E32580258125E425BA25A725E425B8259A25E9259325BE25E625A025B825E525BF258325E5258525AC25E5258F25B825E825AF25A625E725BB258625E52588258625E6259E2590\" >\u4e94\u3001\u4ea7\u4e1a\u94fe\u6838\u5fc3\u516c\u53f8\u8be6\u7ec6\u5206\u6790<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-12\" href=\"https:\/\/vcai.cn\/index.php\/zhuti-bolijiban\/#25E725AC25AC25E425B8258025E625A225AF25E92598259F25EF25BC259A25E6258A258025E6259C25AF25E5258525A825E72590258325E925A2258625E525852588_25E525B725B225E525AE259E25E7258E25B025E525B0258F25E6258925B925E92587258F25E5258725BA25E825B425A725EF25BC258825E6259C258025E5258525B725E725A125AE25E525AE259A25E6258025A725EF25BC2589\" >\u7b2c\u4e00\u68af\u961f\uff1a\u6280\u672f\u5168\u7403\u9886\u5148 + \u5df2\u5b9e\u73b0\u5c0f\u6279\u91cf\u51fa\u8d27\uff08\u6700\u5177\u786e\u5b9a\u6027\uff09<\/a><ul class='ez-toc-list-level-4' ><li class='ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-13\" href=\"https:\/\/vcai.cn\/index.php\/zhuti-bolijiban\/#1_25E625B2258325E625A025BC25E52585258925E7259425B5_60377325EF25BC259ATGV_25E6258A258025E6259C25AF25E5258525A825E72590258325E925A2258625E525852588\" >1. \u6c83\u683c\u5149\u7535 (603773)\uff1aTGV \u6280\u672f\u5168\u7403\u9886\u5148<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-14\" href=\"https:\/\/vcai.cn\/index.php\/zhuti-bolijiban\/#2_25E525B8259D25E525B0259425E625BF258025E525852589_30077625EF25BC259ATGV_25E625BF258025E52585258925E825AE25BE25E525A42587_25E22580259C25E5258D259625E9259325B225E425BA25BA25E22580259D\" >2. \u5e1d\u5c14\u6fc0\u5149 (300776)\uff1aTGV \u6fc0\u5149\u8bbe\u5907 &#8220;\u5356\u94f2\u4eba&#8221;<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-15\" href=\"https:\/\/vcai.cn\/index.php\/zhuti-bolijiban\/#3_25E525A425A925E6258925BF25E725A7259125E6258A2580_68860925EF25BC259ATGV_25E92587259125E525B1259E25E5258C259625E7259425B525E92595258025E5258525A825E72590258325E925A2258625E525852588\" >3. \u5929\u627f\u79d1\u6280 (688609)\uff1aTGV \u91d1\u5c5e\u5316\u7535\u9540\u5168\u7403\u9886\u5148<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-16\" href=\"https:\/\/vcai.cn\/index.php\/zhuti-bolijiban\/#25E725AC25AC25E425BA258C25E625A225AF25E92598259F25EF25BC259A25E6258A258025E6259C25AF25E725AA258125E725A025B4_25E525AE25A225E6258825B725E925AA258C25E825AF258125E425B825AD25EF25BC258825E925AB259825E525BC25B925E6258025A725E625A0258725E7259A258425EF25BC2589\" >\u7b2c\u4e8c\u68af\u961f\uff1a\u6280\u672f\u7a81\u7834 + \u5ba2\u6237\u9a8c\u8bc1\u4e2d\uff08\u9ad8\u5f39\u6027\u6807\u7684\uff09<\/a><ul class='ez-toc-list-level-4' ><li class='ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-17\" href=\"https:\/\/vcai.cn\/index.php\/zhuti-bolijiban\/#1_25E525BD25A925E8259925B925E8258225A125E425BB25BD_60070725EF25BC259A25E6259825BE25E725A425BA25E7258E25BB25E72592258325E925BE259925E525A425B425E52590259125E5258D258A25E525AF25BC25E425BD259325E525BB25B625E425BC25B8\" >1. \u5f69\u8679\u80a1\u4efd (600707)\uff1a\u663e\u793a\u73bb\u7483\u9f99\u5934\u5411\u534a\u5bfc\u4f53\u5ef6\u4f38<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-18\" href=\"https:\/\/vcai.cn\/index.php\/zhuti-bolijiban\/#2_25E525BE25B725E925BE259925E625BF258025E525852589_68817025EF25BC259ALIDE_25E6258A258025E6259C25AF25E425B8259325E525AE25B6\" >2. \u5fb7\u9f99\u6fc0\u5149 (688170)\uff1aLIDE \u6280\u672f\u4e13\u5bb6<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-19\" href=\"https:\/\/vcai.cn\/index.php\/zhuti-bolijiban\/#3_25E92580259A25E525AF258C25E525BE25AE25E7259425B5_00215625EF25BC259A25E525B0258125E625B5258B25E7258E25AF25E8258A258225E625A025B825E525BF258325E625A0258725E7259A2584\" >3. \u901a\u5bcc\u5fae\u7535 (002156)\uff1a\u5c01\u6d4b\u73af\u8282\u6838\u5fc3\u6807\u7684<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-20\" href=\"https:\/\/vcai.cn\/index.php\/zhuti-bolijiban\/#4_25E9259525BF25E7259425B525E725A7259125E6258A2580_60058425EF25BC259A25E5259B25BD25E52586258525E525B0258125E625B5258B25E925BE259925E525A425B4\" >4. \u957f\u7535\u79d1\u6280 (600584)\uff1a\u56fd\u5185\u5c01\u6d4b\u9f99\u5934<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-21\" href=\"https:\/\/vcai.cn\/index.php\/zhuti-bolijiban\/#25E725AC25AC25E425B8258925E625A225AF25E92598259F25EF25BC259A25E6258A258025E6259C25AF25E5258225A825E525A42587_25E7259B25B825E5258525B325E425B8259A25E5258A25A125EF25BC258825E425B825BB25E925A2259825E6258025A725E6259C25BA25E425BC259A25EF25BC2589\" >\u7b2c\u4e09\u68af\u961f\uff1a\u6280\u672f\u50a8\u5907 + \u76f8\u5173\u4e1a\u52a1\uff08\u4e3b\u9898\u6027\u673a\u4f1a\uff09<\/a><ul class='ez-toc-list-level-4' ><li class='ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-22\" href=\"https:\/\/vcai.cn\/index.php\/zhuti-bolijiban\/#1_25E825B5259B25E525BE25AE25E7259425B525E525AD2590_30045625EF25BC259A25E625B525B725E525A42596_TGV_25E6258A258025E6259C25AF25E925A2258625E525852588\" >1. \u8d5b\u5fae\u7535\u5b50 (300456)\uff1a\u6d77\u5916 TGV \u6280\u672f\u9886\u5148<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-23\" href=\"https:\/\/vcai.cn\/index.php\/zhuti-bolijiban\/#2_25E82593259D25E7258925B925E52585258925E525AD25A6_68812725EF25BC259A25E52585258925E525AD25A625E7258E25BB25E72592258325E825BD25AC25E5259E258B25E5258D258A25E525AF25BC25E425BD2593\" >2. \u84dd\u7279\u5149\u5b66 (688127)\uff1a\u5149\u5b66\u73bb\u7483\u8f6c\u578b\u534a\u5bfc\u4f53<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-24\" href=\"https:\/\/vcai.cn\/index.php\/zhuti-bolijiban\/#3_25E425B8258925E825B6258525E6259625B025E6259D2590_30055425EF25BC259A25E92587259125E52588259A25E7259F25B325E525B725A525E5258525B725E9259A259025E525BD25A225E5258625A025E52586259B\" >3. \u4e09\u8d85\u65b0\u6750 (300554)\uff1a\u91d1\u521a\u77f3\u5de5\u5177\u9690\u5f62\u51a0\u519b<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-25\" href=\"https:\/\/vcai.cn\/index.php\/zhuti-bolijiban\/#4_25E5258725AF25E7259B259B25E725A7259125E6258A2580_60055225EF25BC259A25E9259B258625E5259B25A225E825B5258425E625BA259025E425BC259825E5258A25BF25E62598258E25E6259825BE\" >4. \u51ef\u76db\u79d1\u6280 (600552)\uff1a\u96c6\u56e2\u8d44\u6e90\u4f18\u52bf\u660e\u663e<\/a><\/li><\/ul><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-26\" href=\"https:\/\/vcai.cn\/index.php\/zhuti-bolijiban\/#25E5258525AD25E32580258125E525B8258225E5259C25BA25E825A7258425E625A825A125E425B8258E25E5258F259125E525B1259525E52589258D25E6259925AF\" >\u516d\u3001\u5e02\u573a\u89c4\u6a21\u4e0e\u53d1\u5c55\u524d\u666f<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-27\" href=\"https:\/\/vcai.cn\/index.php\/zhuti-bolijiban\/#125E32580258125E6259D258325E525A8258125E6259C25BA25E6259E258425E925A2258425E625B5258B\" >1\u3001\u6743\u5a01\u673a\u6784\u9884\u6d4b<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-28\" href=\"https:\/\/vcai.cn\/index.php\/zhuti-bolijiban\/#225E32580258125E425BA25A725E425B8259A25E5258F259125E525B1259525E6259725B625E9259725B425E825A125A8\" >2\u3001\u4ea7\u4e1a\u53d1\u5c55\u65f6\u95f4\u8868<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-29\" href=\"https:\/\/vcai.cn\/index.php\/zhuti-bolijiban\/#25E425B8258325E32580258125E6258A259525E825B5258425E9258025BB25E825BE259125E425B8258E25E925A3258E25E9259925A925E6258F259025E725A425BA\" >\u4e03\u3001\u6295\u8d44\u903b\u8f91\u4e0e\u98ce\u9669\u63d0\u793a<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-30\" href=\"https:\/\/vcai.cn\/index.php\/zhuti-bolijiban\/#25E625A025B825E525BF258325E6258A259525E825B5258425E9258025BB25E825BE2591\" >\u6838\u5fc3\u6295\u8d44\u903b\u8f91<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-31\" href=\"https:\/\/vcai.cn\/index.php\/zhuti-bolijiban\/#25E425B825BB25E825A6258125E925A3258E25E9259925A925E6258F259025E725A425BA\" >\u4e3b\u8981\u98ce\u9669\u63d0\u793a<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-32\" href=\"https:\/\/vcai.cn\/index.php\/zhuti-bolijiban\/#25E5258525AB25E32580258125E6258025BB25E725BB259325E425B8258E25E6258A259525E825B5258425E525BB25BA25E825AE25AE\" >\u516b\u3001\u603b\u7ed3\u4e0e\u6295\u8d44\u5efa\u8bae<\/a><\/li><\/ul><\/nav><\/div>\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"25E425B8258025E32580258125E925A2259825E6259D259025E625A6258225E825BF25B025E425B8258E25E825A1258C25E425B8259A25E82583258C25E6259925AF\"><\/span>\u4e00\u3001\u9898\u6750\u6982\u8ff0\u4e0e\u884c\u4e1a\u80cc\u666f<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>\u73bb\u7483\u57fa\u677f\u5c01\u88c5\u662f<strong>\u540e\u6469\u5c14\u65f6\u4ee3\u5148\u8fdb\u5c01\u88c5\u7684\u9769\u547d\u6027\u6280\u672f<\/strong>\uff0c\u901a\u8fc7\u7528\u73bb\u7483\u6750\u6599\u66ff\u4ee3\u4f20\u7edf\u6709\u673a\u57fa\u677f\u548c\u7845\u4e2d\u4ecb\u5c42\uff0c\u89e3\u51b3AI\u82af\u7247\u9762\u4e34\u7684\u70ed\u7fd8\u66f2\u3001\u4fe1\u53f7\u635f\u8017\u548c\u4e92\u8fde\u5bc6\u5ea6\u4e09\u5927\u6838\u5fc3\u74f6\u9888\u30022026\u5e744\u6708\u4ee5\u6765\uff0c\u8be5\u9898\u6750\u5728A\u80a1\u5e02\u573a\u6301\u7eed\u5347\u6e29\uff0c\u6709\u671b\u6210\u4e3a\u7ee7CPO\u3001PCB\u4e4b\u540e\u53c8\u4e00AI\u7b97\u529b\u4e3b\u7ebf\u6982\u5ff5\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"25E825BF259125E6259C259F25E72588258625E5258F259125E7259A258425E7259B25B425E6258E25A525E5258225AC25E5258C259625E525892582\"><\/span><strong>\u8fd1\u671f\u7206\u53d1\u7684\u76f4\u63a5\u50ac\u5316\u5242<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p><strong>\u53f0\u79ef\u7535CoPoS\u6280\u672f\u7a81\u7834<\/strong>\uff1a2026\u5e744\u670827\u65e5\uff0c\u53f0\u79ef\u7535\u5ba3\u5e03\u6b63\u5728\u642d\u5efa **CoPoS (Chip-on-Panel-on-Substrate)** \u5c01\u88c5\u6280\u672f\u8bd5\u70b9\u4ea7\u7ebf\uff0c\u8ba1\u52122026\u5e746\u6708\u5168\u9762\u5efa\u6210\uff0c2028-2029\u5e74\u91cf\u4ea7\uff0c\u91c7\u7528\u5927\u5c3a\u5bf8\u73bb\u7483\u57fa\u677f\u66ff\u4ee3\u7845\u4e2d\u4ecb\u5c42\u3002\u8fd9\u4e00\u6280\u672f\u5c06\u652f\u6301510\u00d7515mm\u8d85\u5927\u5c3a\u5bf8\u5c01\u88c5\uff0c\u4f7f\u5355\u9897AI\u82af\u7247\u53ef\u96c6\u621016\u9897HBM4\u5185\u5b58\uff0c\u7b97\u529b\u63d0\u53473\u500d\u4ee5\u4e0a\u3002<\/p>\n\n\n\n<p><strong>\u82f1\u7279\u5c14\u7387\u5148\u91cf\u4ea7<\/strong>\uff1a2026\u5e741\u6708\uff0c\u82f1\u7279\u5c14\u53d1\u5e03<strong>Xeon 6+ &#8220;Clearwater Forest&#8221;\u670d\u52a1\u5668\u5904\u7406\u5668\uff0c\u6210\u4e3a\u5168\u7403\u9996\u6b3e\u91c7\u7528\u73bb\u7483\u6838\u5fc3\u57fa\u677f\u5927\u89c4\u6a21\u91cf\u4ea7\u7684\u4ea7\u54c1<\/strong>\u3002\u5b9e\u6d4b\u6570\u636e\u663e\u793a\uff0c\u8be5\u5904\u7406\u5668\u7fd8\u66f2\u7387\u964d\u4f4e70%\uff0c\u9ad8\u9891\u4fe1\u53f7\u4f20\u8f93\u635f\u8017\u51cf\u5c1140%\uff0c\u6574\u673a\u529f\u8017\u964d\u4f4e25%\uff0c\u76ee\u524d\u5df2\u5411\u8c37\u6b4c\u3001\u4e9a\u9a6c\u900a\u7b49\u4e91\u5382\u5546\u6279\u91cf\u4f9b\u8d27\u3002<\/p>\n\n\n\n<p><strong>\u82f9\u679c\u6df1\u5ea6\u5e03\u5c40<\/strong>\uff1a\u82f9\u679c\u4ee3\u53f7 &#8220;Baltra&#8221; \u7684\u81ea\u7814AI\u670d\u52a1\u5668\u82af\u7247\u5df2\u5f00\u59cb\u6d4b\u8bd5\u4e09\u661f\u7535\u673a\u63d0\u4f9b\u7684T-glass\u73bb\u7483\u57fa\u677f\uff0c\u91c7\u53d6 &#8220;\u5b64\u5c9b\u5f0f&#8221; \u5c01\u95ed\u7814\u53d1\u7b56\u7565\uff0c\u76f4\u63a5\u4ecb\u5165\u6750\u6599\u6d4b\u8bd5\u548c\u5de5\u827a\u4f18\u5316\u3002\u82f9\u679c\u8ba1\u5212\u57282027\u5e74\u63a8\u51fa\u7684\u9996\u6b3eAI\u670d\u52a1\u5668\u4e2d\u5168\u9762\u91c7\u7528\u73bb\u7483\u57fa\u677f\u5c01\u88c5\u6280\u672f\u3002<\/p>\n\n\n\n<p><strong>\u5de8\u5934\u96c6\u4f53\u5171\u632f<\/strong>\uff1a\u82f1\u4f1f\u8fbe\u3001AMD\u3001\u4e09\u661f\u7b49\u5747\u5df2\u5c06\u73bb\u7483\u57fa\u677f\u7eb3\u5165\u4e0b\u4e00\u4ee3\u9ad8\u6027\u80fd\u8ba1\u7b97\u82af\u7247\u8def\u7ebf\u56fe\u3002\u82f1\u4f1f\u8fbe\u8ba1\u5212\u57282028\u5e74\u63a8\u51fa\u7684RTX 60\u7cfb\u5217\u663e\u5361\u4e2d\u91c7\u7528\u73bb\u7483\u57fa\u677f\uff0cAMD\u5219\u5c06\u5728MI450 AI\u52a0\u901f\u5668\u4e2d\u7387\u5148\u5e94\u7528\u8fd9\u4e00\u6280\u672f\u3002\u884c\u4e1a\u5df2\u5f62\u6210 &#8220;\u65e0\u73bb\u7483\u4e0d\u5148\u8fdb\u5c01\u88c5&#8221; \u7684\u5171\u8bc6\u3002<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"25E425BA258C25E32580258125E7258E25BB25E72592258325E5259F25BA25E6259D25BF25E525B0258125E825A3258525E7259A258425E625A025B825E525BF258325E425BC259825E5258A25BF\"><\/span>\u4e8c\u3001\u73bb\u7483\u57fa\u677f\u5c01\u88c5\u7684\u6838\u5fc3\u4f18\u52bf<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>\u4f20\u7edf\u6709\u673a\u57fa\u677f (FR-4) \u5728 AI \u7b97\u529b\u6fc0\u589e\u80cc\u666f\u4e0b\u5df2\u903c\u8fd1\u7269\u7406\u6781\u9650\u3002\u5f53\u82af\u7247\u5c01\u88c5\u5c3a\u5bf8\u8d85\u8fc7 80\u00d780mm \u65f6\uff0c\u6709\u673a\u57fa\u677f\u7684\u70ed\u7fd8\u66f2\u95ee\u9898\u4f1a\u5bfc\u81f4\u82af\u7247\u4e0e\u57fa\u677f\u4e4b\u95f4\u7684\u8fde\u63a5\u5931\u6548\uff1b\u5f53\u4fe1\u53f7\u4f20\u8f93\u901f\u7387\u8d85\u8fc7 112Gbps \u65f6\uff0c\u6709\u673a\u57fa\u677f\u7684\u4ecb\u7535\u635f\u8017\u4f1a\u4f7f\u4fe1\u53f7\u5b8c\u6574\u6027\u6025\u5267\u4e0b\u964d\u3002<\/p>\n\n\n\n<p>\u76f8\u6bd4\u4e4b\u4e0b\uff0c\u73bb\u7483\u57fa\u677f\u5c55\u73b0\u51fa<strong>\u4e94\u5927\u9769\u547d\u6027\u4f18\u52bf<\/strong>\uff1a<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><thead><tr><th class=\"has-text-align-center\" data-align=\"center\">\u6027\u80fd\u6307\u6807<\/th><th class=\"has-text-align-center\" data-align=\"center\">\u73bb\u7483\u57fa\u677f<\/th><th class=\"has-text-align-center\" data-align=\"center\">\u4f20\u7edf\u6709\u673a\u57fa\u677f<\/th><th class=\"has-text-align-center\" data-align=\"center\">\u63d0\u5347\u5e45\u5ea6<\/th><th class=\"has-text-align-center\" data-align=\"center\">\u5b9e\u9645\u5e94\u7528\u4ef7\u503c<\/th><\/tr><\/thead><tbody><tr><td>\u70ed\u81a8\u80c0\u7cfb\u6570 (CTE)<\/td><td>3-5ppm\/\u2103(\u4e0e\u7845\u82af\u7247\u9ad8\u5ea6\u5339\u914d)<\/td><td>15-20ppm\/\u2103<\/td><td>\u7fd8\u66f2\u91cf\u51cf\u5c11 70% \u4ee5\u4e0a<\/td><td>\u652f\u6301\u66f4\u5927\u5c3a\u5bf8\u5c01\u88c5\uff0c\u89e3\u51b3 AI \u82af\u7247 &#8220;\u5927\u82af\u7247&#8221; \u96be\u9898<\/td><\/tr><tr><td>\u8868\u9762\u7c97\u7cd9\u5ea6<\/td><td>&lt;1nm<\/td><td>~5\u03bcm<\/td><td>\u5149\u6ed1\u5ea6\u63d0\u5347 5000 \u500d<\/td><td>\u53ef\u5b9e\u73b0\u66f4\u7cbe\u7ec6\u7684\u5e03\u7ebf\uff0c\u4e92\u8fde\u5bc6\u5ea6\u63d0\u5347 10 \u500d<\/td><\/tr><tr><td>\u7ebf\u5bbd \/ \u95f4\u8ddd<\/td><td>\u652f\u6301 0.5\u03bcm \u7ea7<\/td><td>\u22655\u03bcm<\/td><td>\u4e92\u8fde\u5bc6\u5ea6\u63d0\u5347 10 \u500d\u4ee5\u4e0a<\/td><td>\u5355\u9897\u82af\u7247\u53ef\u96c6\u6210\u66f4\u591a I\/O \u63a5\u53e3\uff0c\u652f\u6301 HBM4 \u53ca\u4ee5\u4e0a\u5185\u5b58<\/td><\/tr><tr><td>\u4ecb\u7535\u635f\u8017<\/td><td>\u964d\u4f4e 50% \u4ee5\u4e0a<\/td><td>\u8f83\u9ad8<\/td><td>\u4fe1\u53f7\u4f20\u8f93\u901f\u7387\u63d0\u5347 3.5 \u500d<\/td><td>\u652f\u6301 224Gbps \u53ca\u4ee5\u4e0a\u9ad8\u901f\u4fe1\u53f7\u4f20\u8f93<\/td><\/tr><tr><td>\u6210\u672c (\u89c4\u6a21\u5316\u540e)<\/td><td>\u6bd4\u7845\u4e2d\u4ecb\u5c42\u4f4e 50%<\/td><td>\u8f83\u4f4e<\/td><td>\u5355\u9897\u82af\u7247\u5c01\u88c5\u6210\u672c\u964d\u4f4e 30-40%<\/td><td>\u5927\u5e45\u964d\u4f4e AI \u82af\u7247\u6574\u4f53\u6210\u672c\uff0c\u52a0\u901f AI \u666e\u53ca<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p><strong>\u5173\u952e\u4ef7\u503c<\/strong>\uff1a\u73bb\u7483\u57fa\u677f\u53ef\u652f\u6301510\u00d7515mm \u8d85\u5927\u5c3a\u5bf8\u5c01\u88c5\uff0c\u4f7f12\u5bf8\u6676\u5706\u5c01\u88c5AI\u82af\u7247\u6570\u91cf\u4ece4-7\u9897\u63d0\u5347\u81f310\u9897\u4ee5\u4e0a\uff0c\u540c\u65f6GPU\u4e0eHBM\u4fe1\u53f7\u5ef6\u8fdf\u964d\u4f4e25%\uff0c\u529f\u8017\u964d\u4f4e50%\u3002\u8fd9\u5bf9\u4e8e\u6784\u5efa\u4e0b\u4e00\u4ee3E\u7ea7\u3001Z\u7ea7\u8d85\u7b97\u548cAI\u6570\u636e\u4e2d\u5fc3\u5177\u6709\u51b3\u5b9a\u6027\u610f\u4e49\u3002<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"25E425B8258925E32580258125E625A025B825E525BF258325E6258A258025E6259C25AF25EF25BC259ATGV_25E7258E25BB25E72592258325E92580259A25E525AD2594_25E525B725A525E8258925BA\"><\/span>\u4e09\u3001\u6838\u5fc3\u6280\u672f\uff1aTGV (\u73bb\u7483\u901a\u5b54) \u5de5\u827a<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>TGV (Through Glass Via\uff0c\u73bb\u7483\u901a\u5b54) \u662f\u73bb\u7483\u57fa\u677f\u5c01\u88c5\u6700\u6838\u5fc3\u7684\u6280\u672f\u73af\u8282\uff0c\u76f8\u5f53\u4e8e\u5728\u73bb\u7483\u4e0a\u6253\u9020 &#8220;\u5782\u76f4\u9ad8\u901f\u516c\u8def&#8221;\uff0c\u5b9e\u73b0\u82af\u7247\u95f4\u7684\u9ad8\u5bc6\u5ea6\u5782\u76f4\u4e92\u8fde\u3002\u6ca1\u6709TGV\u6280\u672f\uff0c\u73bb\u7483\u57fa\u677f\u5c31\u65e0\u6cd5\u5e94\u7528\u4e8e\u5148\u8fdb\u5c01\u88c5\u9886\u57df\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"125E325802581TGV25E525B725A525E8258925BA25E625B5258125E725A8258B\"><\/span>1\u3001TGV\u5de5\u827a\u6d41\u7a0b<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u6fc0\u5149\u6539\u6027<\/strong>\uff1a\u4f7f\u7528\u76ae\u79d2 \/ \u98de\u79d2\u6fc0\u5149\u5728\u73bb\u7483\u5185\u90e8\u5f62\u6210\u8fde\u7eed\u7684 &#8220;\u6539\u6027\u533a\u57df&#8221;\uff0c\u6539\u53d8\u73bb\u7483\u7684\u5316\u5b66\u6027\u8d28<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u5316\u5b66\u8680\u523b<\/strong>\uff1a\u5c06\u6fc0\u5149\u5904\u7406\u540e\u7684\u73bb\u7483\u6d78\u5165\u6c22\u6c1f\u9178\u6eb6\u6db2\uff0c\u6539\u6027\u533a\u57df\u8680\u523b\u901f\u7387\u6bd4\u672a\u6539\u6027\u533a\u57df\u5feb\u6570\u767e\u500d\uff0c\u5f62\u6210\u901a\u5b54<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u91d1\u5c5e\u5316<\/strong>\uff1a\u6c89\u79ef\u7c7d\u6676\u5c42\u5e76\u8fdb\u884c\u7535\u9540\uff0c\u5b9e\u73b0\u901a\u5b54\u7684\u94dc\u586b\u5145<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>RDL \u5e03\u7ebf<\/strong>\uff1a\u5728\u73bb\u7483\u8868\u9762\u5236\u4f5c\u518d\u5206\u5e03\u5c42\uff0c\u5b9e\u73b0\u6c34\u5e73\u4e92\u8fde<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u952e\u5408<\/strong>\uff1a\u5c06\u82af\u7247\u4e0e\u73bb\u7483\u57fa\u677f\u8fdb\u884c\u952e\u5408\uff0c\u5b8c\u6210\u5c01\u88c5<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"225E32580258125E425B825BB25E825A6258125E6258A258025E6259C25AF25E9259A25BE25E7258225B9\"><\/span>2\u3001\u4e3b\u8981\u6280\u672f\u96be\u70b9<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p><strong>\u9ad8\u7cbe\u5ea6\u6253\u5b54<\/strong>\uff1a\u9700\u5b9e\u73b0\u22645\u03bcm \u5b54\u5f84\u300150:1 \u4ee5\u4e0a\u6df1\u5bbd\u6bd4\u7684\u65e0\u635f\u52a0\u5de5\uff0c\u4e14\u901a\u5b54\u7684\u5782\u76f4\u5ea6\u548c\u5706\u5ea6\u8981\u6c42\u6781\u9ad8<\/p>\n\n\n\n<p><strong>\u65e0\u7a7a\u9699\u586b\u94dc<\/strong>\uff1a\u9ad8\u6df1\u5bbd\u6bd4\u5fae\u5b54\u7684\u94dc\u586b\u5145\u4e0d\u80fd\u6709\u6c14\u6ce1\u6216\u7f1d\u9699\uff0c\u5426\u5219\u4f1a\u5bfc\u81f4\u4fe1\u53f7\u4f20\u8f93\u4e2d\u65ad<\/p>\n\n\n\n<p><strong>\u73bb\u7483\u4e0e\u91d1\u5c5e\u9644\u7740\u529b<\/strong>\uff1a\u89e3\u51b3\u73bb\u7483\u7edd\u7f18\u4e0d\u5bfc\u7535\u5bfc\u81f4\u7684\u91d1\u5c5e\u5c42\u6613\u8131\u843d\u95ee\u9898<\/p>\n\n\n\n<p><strong>\u591a\u5c42\u5806\u53e0<\/strong>\uff1a\u5b9e\u73b0 4 \u5c42\u4ee5\u4e0a\u73bb\u7483\u57fa\u677f\u7684\u5806\u53e0\uff0c\u8fdb\u4e00\u6b65\u63d0\u5347\u4e92\u8fde\u5bc6\u5ea6<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"25E5259B259B25E32580258125E425BA25A725E425B8259A25E9259325BE25E5258525A825E6259925AF25E5259B25BE\"><\/span>\u56db\u3001\u4ea7\u4e1a\u94fe\u5168\u666f\u56fe<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>\u73bb\u7483\u57fa\u677f\u5c01\u88c5\u4ea7\u4e1a\u94fe\u53ef\u5206\u4e3a<strong>\u4e0a\u6e38\u8bbe\u5907\u4e0e\u6750\u6599\u3001\u4e2d\u6e38\u57fa\u677f\u5236\u9020\u3001\u4e0b\u6e38\u5c01\u6d4b\u4e0e\u5e94\u7528<\/strong>\u4e09\u5927\u73af\u8282\uff0c\u5176\u4e2d\u4e0a\u6e38\u8bbe\u5907\u4e0e\u6750\u6599\u6280\u672f\u58c1\u5792\u6700\u9ad8\uff0c\u4e2d\u6e38\u57fa\u677f\u5236\u9020\u662f\u6838\u5fc3\u73af\u8282\uff0c\u4e0b\u6e38\u5c01\u6d4b\u4e0e\u5e94\u7528\u662f\u4ef7\u503c\u5b9e\u73b0\u7684\u5173\u952e\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"25E425B8258A25E625B825B825EF25BC259A25E825AE25BE25E525A4258725E425B8258E25E6259D259025E625962599_25E6258A258025E6259C25AF25E525A3258125E5259E259225E6259C258025E925AB2598\"><\/span>\u4e0a\u6e38\uff1a\u8bbe\u5907\u4e0e\u6750\u6599 (\u6280\u672f\u58c1\u5792\u6700\u9ad8)<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>TGV \u6fc0\u5149\u8bbe\u5907<\/strong>\uff1a\u662f TGV \u5de5\u827a\u7684\u6838\u5fc3\u8bbe\u5907\uff0c\u5360 TGV \u4ea7\u7ebf\u603b\u6295\u8d44\u7684 40% \u4ee5\u4e0a\u3002\u56fd\u5185\u4f01\u4e1a\u5e1d\u5c14\u6fc0\u5149\u3001\u5fb7\u9f99\u6fc0\u5149\u5df2\u5b9e\u73b0\u6280\u672f\u7a81\u7834\uff0c\u5176\u4e2d\u5e1d\u5c14\u6fc0\u5149\u7684\u8bbe\u5907\u5df2\u901a\u8fc7\u53f0\u79ef\u7535\u8ba4\u8bc1\u5e76\u83b7\u5f97\u8ba2\u5355\u3002<\/li>\n\n\n\n<li><strong>\u91cf\u68c0\u6d4b\u8bbe\u5907<\/strong>\uff1a\u7528\u4e8e\u68c0\u6d4b\u73bb\u7483\u57fa\u677f\u7684\u5e73\u6574\u5ea6\u3001\u901a\u5b54\u8d28\u91cf\u3001\u91d1\u5c5e\u5316\u8d28\u91cf\u7b49\u3002\u56fd\u5185\u4f01\u4e1a\u4e2d\u7535\u79d1\u98ce\u534e\u7684 Venus6 \u7cfb\u5217\u91cf\u68c0\u6d4b\u8bbe\u5907\u5df2\u5b9e\u73b0\u56fd\u4ea7\u66ff\u4ee3\u3002<\/li>\n\n\n\n<li><strong>\u5207\u5272\u7814\u78e8\u8017\u6750<\/strong>\uff1a\u7528\u4e8e\u73bb\u7483\u57fa\u677f\u7684\u5207\u5272\u3001\u7814\u78e8\u3001\u629b\u5149\u7b49\u5de5\u5e8f\u3002\u56fd\u5185\u4f01\u4e1a\u4e09\u8d85\u65b0\u6750\u662f\u91d1\u521a\u77f3\u5de5\u5177\u9690\u5f62\u51a0\u519b\uff0c\u4ea7\u54c1\u5df2\u4f9b\u5e94\u56fd\u5185\u591a\u5bb6\u73bb\u7483\u57fa\u677f\u5382\u5546\u3002<\/li>\n\n\n\n<li><strong>\u586b\u5b54\u7535\u9540<\/strong>\uff1a\u7528\u4e8e TGV \u901a\u5b54\u7684\u94dc\u586b\u5145\uff0c\u662f\u5f71\u54cd\u826f\u7387\u7684\u5173\u952e\u73af\u8282\u3002\u56fd\u5185\u4f01\u4e1a\u5929\u627f\u79d1\u6280\u7684\u7535\u9540\u6dfb\u52a0\u5242\u6280\u672f\u9886\u5148\uff0c\u5173\u952e\u6307\u6807\u8d85\u8d8a\u56fd\u9645\u54c1\u724c\u3002<\/li>\n\n\n\n<li><strong>\u73bb\u7483\u539f\u6750<\/strong>\uff1a\u662f\u73bb\u7483\u57fa\u677f\u7684\u57fa\u7840\u6750\u6599\uff0c\u76ee\u524d\u9ad8\u7aef\u534a\u5bfc\u4f53\u73bb\u7483\u539f\u6750\u4e3b\u8981\u7531\u5eb7\u5b81\u3001\u65ed\u785d\u5b50\u3001\u8096\u7279\u5784\u65ad\u3002\u56fd\u5185\u4f01\u4e1a\u83f2\u5229\u534e\u3001\u5357\u73bb A\u3001\u65d7\u6ee8\u96c6\u56e2\u6b63\u5728\u52a0\u901f\u8ffd\u8d76\u3002<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"25E425B825AD25E625B825B825EF25BC259A25E5258D258A25E525AF25BC25E425BD259325E7258E25BB25E72592258325E5259F25BA25E6259D25BF25E5258825B625E9258025A0_25E625A025B825E525BF258325E7258E25AF25E8258A2582\"><\/span>\u4e2d\u6e38\uff1a\u534a\u5bfc\u4f53\u73bb\u7483\u57fa\u677f\u5236\u9020 (\u6838\u5fc3\u73af\u8282)<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>TGV \u5168\u5236\u7a0b<\/strong>\uff1a\u638c\u63e1\u4ece\u73bb\u7483\u8584\u5316\u5230 TGV \u52a0\u5de5\u518d\u5230\u591a\u5c42\u5e03\u7ebf\u7684\u5168\u6d41\u7a0b\u6280\u672f\u3002\u56fd\u5185\u4f01\u4e1a\u6c83\u683c\u5149\u7535\u662f\u5168\u7403\u5c11\u6570\u638c\u63e1 TGV \u5168\u5236\u7a0b\u6280\u672f\u7684\u4f01\u4e1a\u4e4b\u4e00\u3002<\/li>\n\n\n\n<li><strong>\u663e\u793a\u73bb\u7483\u5411\u534a\u5bfc\u4f53\u5ef6\u4f38<\/strong>\uff1a\u663e\u793a\u73bb\u7483\u4e0e\u534a\u5bfc\u4f53\u73bb\u7483\u5728\u6750\u6599\u548c\u5de5\u827a\u4e0a\u6709\u5f88\u591a\u76f8\u4f3c\u4e4b\u5904\uff0c\u56fd\u5185\u663e\u793a\u73bb\u7483\u9f99\u5934\u5f69\u8679\u80a1\u4efd\u3001\u51ef\u76db\u79d1\u6280\u3001\u4e1c\u65ed\u5149\u7535\u6b63\u5728\u5411\u534a\u5bfc\u4f53\u5c01\u88c5\u73bb\u7483\u9886\u57df\u8f6c\u578b\u3002<\/li>\n\n\n\n<li><strong>\u5149\u5b66\u73bb\u7483\u8f6c\u578b<\/strong>\uff1a\u5149\u5b66\u73bb\u7483\u4f01\u4e1a\u5728\u73bb\u7483\u7cbe\u5bc6\u52a0\u5de5\u65b9\u9762\u6709\u4e30\u5bcc\u7ecf\u9a8c\uff0c\u84dd\u7279\u5149\u5b66\u3001\u4e94\u65b9\u5149\u7535\u3001\u7f8e\u8fea\u51ef\u7b49\u4f01\u4e1a\u6b63\u5728\u5f00\u53d1 TGV \u52a0\u5de5\u5de5\u827a\u3002<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"25E425B8258B25E625B825B825EF25BC259A25E525B0258125E625B5258B25E425B8258E25E525BA259425E7259425A8\"><\/span>\u4e0b\u6e38\uff1a\u5c01\u6d4b\u4e0e\u5e94\u7528<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u5148\u8fdb\u5c01\u6d4b<\/strong>\uff1a\u662f\u73bb\u7483\u57fa\u677f\u5c01\u88c5\u7684\u6700\u7ec8\u5b9e\u73b0\u73af\u8282\u3002\u56fd\u5185\u5c01\u6d4b\u9f99\u5934\u957f\u7535\u79d1\u6280\u3001\u901a\u5bcc\u5fae\u7535\u3001\u6676\u65b9\u79d1\u6280\u3001\u8d5b\u5fae\u7535\u5b50\u5df2\u5f00\u59cb\u5e03\u5c40\u73bb\u7483\u57fa\u677f\u5c01\u88c5\u6280\u672f\u3002<\/li>\n\n\n\n<li><strong>\u5149\u6a21\u5757\u5e94\u7528<\/strong>\uff1a\u73bb\u7483\u57fa\u5149\u5f15\u64ce\u53ef\u5927\u5e45\u63d0\u5347\u5149\u6a21\u5757\u7684\u96c6\u6210\u5ea6\u548c\u6027\u80fd\u3002\u56fd\u5185\u5149\u6a21\u5757\u9f99\u5934\u4e2d\u9645\u65ed\u521b\u3001\u65b0\u6613\u76db\u6b63\u5728\u5f00\u53d1 1.6T \u53ca\u4ee5\u4e0a\u73bb\u7483\u57fa\u5149\u6a21\u5757\u3002<\/li>\n\n\n\n<li><strong>\u663e\u793a\u5e94\u7528<\/strong>\uff1a\u73bb\u7483\u57fa\u677f\u662f Micro LED \u663e\u793a\u7684\u7406\u60f3\u80cc\u677f\u6750\u6599\u3002\u4eac\u4e1c\u65b9 A\u3001TCL \u79d1\u6280\u3001\u96f7\u66fc\u5149\u7535\u6b63\u5728\u7814\u53d1\u73bb\u7483\u57fa Micro LED \u663e\u793a\u6280\u672f\u3002<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"25E425BA259425E32580258125E425BA25A725E425B8259A25E9259325BE25E625A025B825E525BF258325E5258525AC25E5258F25B825E825AF25A625E725BB258625E52588258625E6259E2590\"><\/span>\u4e94\u3001\u4ea7\u4e1a\u94fe\u6838\u5fc3\u516c\u53f8\u8be6\u7ec6\u5206\u6790<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"25E725AC25AC25E425B8258025E625A225AF25E92598259F25EF25BC259A25E6258A258025E6259C25AF25E5258525A825E72590258325E925A2258625E525852588_25E525B725B225E525AE259E25E7258E25B025E525B0258F25E6258925B925E92587258F25E5258725BA25E825B425A725EF25BC258825E6259C258025E5258525B725E725A125AE25E525AE259A25E6258025A725EF25BC2589\"><\/span>\u7b2c\u4e00\u68af\u961f\uff1a\u6280\u672f\u5168\u7403\u9886\u5148 + \u5df2\u5b9e\u73b0\u5c0f\u6279\u91cf\u51fa\u8d27\uff08\u6700\u5177\u786e\u5b9a\u6027\uff09<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<h4 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"1_25E625B2258325E625A025BC25E52585258925E7259425B5_60377325EF25BC259ATGV_25E6258A258025E6259C25AF25E5258525A825E72590258325E925A2258625E525852588\"><\/span>1. \u6c83\u683c\u5149\u7535 (603773)\uff1aTGV \u6280\u672f\u5168\u7403\u9886\u5148<span class=\"ez-toc-section-end\"><\/span><\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u6280\u672f\u5b9e\u529b<\/strong>\uff1a\u5168\u7403\u552f\u4e09\u638c\u63e1 TGV \u5168\u5236\u7a0b\uff08\u73bb\u7483\u8584\u5316 &#8211; \u901a\u5b54 &#8211; \u91d1\u5c5e\u5316 &#8211; \u591a\u5c42\u5e03\u7ebf\uff09\u7684\u4f01\u4e1a\uff0c\u6700\u5c0f\u5b54\u5f84 3\u03bcm\uff0c\u6df1\u5f84\u6bd4 150:1\uff0c\u52a0\u5de5\u826f\u7387 92%+\uff0c\u7d2f\u8ba1 500 + \u9879 TGV \u4e13\u5229\u3002\u516c\u53f8\u81ea\u4e3b\u7814\u53d1\u7684\u73bb\u7483\u57fa\u677f CTE \u4e3a 3.2ppm\/\u2103\uff0c\u4e0e\u7845\u82af\u7247\u8fd1\u4e4e\u5b8c\u7f8e\u5339\u914d\u3002<\/li>\n\n\n\n<li><strong>\u4ea7\u4e1a\u5316\u8fdb\u5ea6<\/strong>\uff1a\u6b66\u6c49\u57fa\u5730\u5e74\u4ea7 10 \u4e07\u33a1TGV \u4ea7\u7ebf\u5df2\u5b9e\u73b0\u5c0f\u6279\u91cf\u4f9b\u8d27\uff1b\u6210\u90fd 8.6 \u4ee3\u7ebf\uff08\u6708\u4ea7\u80fd 2.4 \u4e07\u7247\uff09\u9884\u8ba1 2026 \u5e74 Q4 \u91cf\u4ea7\uff1b1.6T CPO \u73bb\u7483\u57fa\u8f7d\u677f\u5df2\u6279\u91cf\u9001\u6837\u5934\u90e8\u5149\u6a21\u5757\u5382\u5546\uff0c\u6280\u672f\u7eb3\u5165\u534e\u4e3a CPO \u8bbe\u8ba1\u89c4\u5219\u767d\u76ae\u4e66\u3002<\/li>\n\n\n\n<li><strong>\u5173\u952e\u50ac\u5316\u5242<\/strong>\uff1a\u6210\u90fd 8.6 \u4ee3\u7ebf\u91cf\u4ea7\u516c\u544a\uff1b\u56fd\u5185\u5934\u90e8 AI \u82af\u7247\u5382\u8ba2\u5355\u843d\u5730\uff1b\u53f0\u79ef\u7535 CoPoS \u4ea7\u7ebf\u8bbe\u5907\u91c7\u8d2d\uff1b\u5149\u6a21\u5757\u5ba2\u6237\u6279\u91cf\u8ba2\u5355\u786e\u8ba4\u3002<\/li>\n\n\n\n<li><strong>\u4e3b\u8981\u98ce\u9669\u70b9<\/strong>\uff1a\u5ba2\u6237\u96c6\u4e2d\u5ea6\u8f83\u9ad8\uff0c\u76ee\u524d\u4e3b\u8981\u4f9d\u8d56\u5149\u6a21\u5757\u9886\u57df\uff1b\u534a\u5bfc\u4f53\u73bb\u7483\u57fa\u677f\u4e1a\u52a1\u5c1a\u672a\u5f62\u6210\u89c4\u6a21\u8425\u6536\uff1b\u826f\u7387\u722c\u5761\u4e0d\u53ca\u9884\u671f\u3002<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"2_25E525B8259D25E525B0259425E625BF258025E525852589_30077625EF25BC259ATGV_25E625BF258025E52585258925E825AE25BE25E525A42587_25E22580259C25E5258D259625E9259325B225E425BA25BA25E22580259D\"><\/span>2. \u5e1d\u5c14\u6fc0\u5149 (300776)\uff1aTGV \u6fc0\u5149\u8bbe\u5907 &#8220;\u5356\u94f2\u4eba&#8221;<span class=\"ez-toc-section-end\"><\/span><\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u6280\u672f\u5b9e\u529b<\/strong>\uff1a\u56fd\u5185\u552f\u4e00\u91cf\u4ea7 TGV \u6fc0\u5149\u5fae\u5b54\u8bbe\u5907\u5382\u5546\uff0c\u5b9e\u73b0\u6676\u5706\u7ea7 + \u9762\u677f\u7ea7\u6280\u672f\u5168\u8986\u76d6\uff0c\u6253\u5b54\u7cbe\u5ea6 \u00b10.5\u03bcm\uff0c\u826f\u7387 99.8%+\u3002\u516c\u53f8\u7684\u8bbe\u5907\u5df2\u901a\u8fc7\u53f0\u79ef\u7535\u8ba4\u8bc1\uff0c\u662f\u5168\u7403\u5c11\u6570\u80fd\u591f\u4f9b\u5e94 CoPoS \u4ea7\u7ebf\u6fc0\u5149\u8bbe\u5907\u7684\u4f01\u4e1a\u4e4b\u4e00\u3002<\/li>\n\n\n\n<li><strong>\u4ea7\u4e1a\u5316\u8fdb\u5ea6<\/strong>\uff1a\u9762\u677f\u7ea7\u73bb\u7483\u57fa\u677f\u6fc0\u5149\u5fae\u5b54\u8bbe\u5907\u5df2\u5b9e\u73b0\u51fa\u53e3\u8ba2\u5355\u4ea4\u4ed8\uff1b2026 \u5e74 Q1 \u534a\u5bfc\u4f53\u8bbe\u5907\u6536\u5165\u540c\u6bd4\u589e\u957f 120%\uff1b\u4e0e\u591a\u5bb6 TGV \u57fa\u677f\u5382\u5546\u7b7e\u8ba2\u957f\u671f\u4f9b\u8d27\u534f\u8bae\u3002<\/li>\n\n\n\n<li><strong>\u5173\u952e\u50ac\u5316\u5242<\/strong>\uff1a\u53f0\u79ef\u7535 CoPoS \u8bd5\u70b9\u7ebf\u8bbe\u5907\u8ba2\u5355\uff1b\u82f1\u7279\u5c14 \/ \u4e09\u661f\u73bb\u7483\u57fa\u677f\u4ea7\u7ebf\u8bbe\u5907\u91c7\u8d2d\uff1b\u56fd\u5185 TGV \u4ea7\u7ebf\u96c6\u4e2d\u5efa\u8bbe\u5e26\u6765\u7684\u8bbe\u5907\u9700\u6c42\u7206\u53d1\u3002<\/li>\n\n\n\n<li><strong>\u4e3b\u8981\u98ce\u9669\u70b9<\/strong>\uff1a\u5149\u4f0f\u4e1a\u52a1\u5360\u6bd4\u4ecd\u8d85 80%\uff0c\u534a\u5bfc\u4f53\u4e1a\u52a1\u77ed\u671f\u8d21\u732e\u6709\u9650\uff1b\u5fb7\u9f99\u6fc0\u5149\u7b49\u7ade\u4e89\u5bf9\u624b\u8ffd\u8d76\uff1b\u6fc0\u5149\u8bbe\u5907\u4ef7\u683c\u6218\u98ce\u9669\u3002<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"3_25E525A425A925E6258925BF25E725A7259125E6258A2580_68860925EF25BC259ATGV_25E92587259125E525B1259E25E5258C259625E7259425B525E92595258025E5258525A825E72590258325E925A2258625E525852588\"><\/span>3. \u5929\u627f\u79d1\u6280 (688609)\uff1aTGV \u91d1\u5c5e\u5316\u7535\u9540\u5168\u7403\u9886\u5148<span class=\"ez-toc-section-end\"><\/span><\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u6280\u672f\u5b9e\u529b<\/strong>\uff1aTGV \u91d1\u5c5e\u5316\u7535\u9540\u6dfb\u52a0\u5242\u5168\u7403\u9886\u5148\uff0c\u6df1\u5bbd\u6bd4 10-15 \u586b\u5b54\u6548\u7387\u8d85\u8d8a\u56fd\u9645\u54c1\u724c\uff0c\u65e0\u7a7a\u6d1e\u586b\u94dc\u826f\u7387 99.5%+\uff0c\u53ef\u652f\u6301 4 \u5c42\u4ee5\u4e0a RDL \u5e03\u7ebf\u3002\u516c\u53f8\u7684\u4ea7\u54c1\u5df2\u901a\u8fc7\u591a\u5bb6\u56fd\u9645\u5de8\u5934\u7684\u8ba4\u8bc1\u3002<\/li>\n\n\n\n<li><strong>\u4ea7\u4e1a\u5316\u8fdb\u5ea6<\/strong>\uff1a\u5df2\u5b9e\u73b0\u5c0f\u6279\u91cf\u51fa\u8d27\u5e76\u9010\u6b65\u653e\u91cf\uff0c\u8986\u76d6\u56fd\u5185\u6570\u5341\u5bb6\u5934\u90e8 OEM\u3001\u5c01\u88c5\u5382\u4e0e\u9762\u677f\u5382\uff1b2026 \u5e74 Q1 \u534a\u5bfc\u4f53\u5316\u5b66\u54c1\u6536\u5165\u540c\u6bd4\u589e\u957f 75%\u3002<\/li>\n\n\n\n<li><strong>\u5173\u952e\u50ac\u5316\u5242<\/strong>\uff1a\u6c83\u683c\u5149\u7535 \/ \u5f69\u8679\u80a1\u4efd\u7b49\u57fa\u677f\u5382\u6279\u91cf\u8ba2\u5355\uff1b\u53f0\u79ef\u7535 \/ \u82f1\u7279\u5c14\u4f9b\u5e94\u94fe\u8ba4\u8bc1\u901a\u8fc7\uff1b\u56fd\u4ea7\u7535\u9540\u6db2\u66ff\u4ee3\u52a0\u901f\u3002<\/li>\n\n\n\n<li><strong>\u4e3b\u8981\u98ce\u9669\u70b9<\/strong>\uff1a\u56fd\u9645\u5de8\u5934\uff08\u9676\u6c0f\u3001\u5df4\u65af\u592b\uff09\u964d\u4ef7\u7ade\u4e89\uff1b\u65b0\u4ea7\u54c1\u9a8c\u8bc1\u5468\u671f\u957f\u4e8e\u9884\u671f\uff1b\u539f\u6750\u6599\u4ef7\u683c\u6ce2\u52a8\u3002<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"25E725AC25AC25E425BA258C25E625A225AF25E92598259F25EF25BC259A25E6258A258025E6259C25AF25E725AA258125E725A025B4_25E525AE25A225E6258825B725E925AA258C25E825AF258125E425B825AD25EF25BC258825E925AB259825E525BC25B925E6258025A725E625A0258725E7259A258425EF25BC2589\"><\/span>\u7b2c\u4e8c\u68af\u961f\uff1a\u6280\u672f\u7a81\u7834 + \u5ba2\u6237\u9a8c\u8bc1\u4e2d\uff08\u9ad8\u5f39\u6027\u6807\u7684\uff09<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<h4 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"1_25E525BD25A925E8259925B925E8258225A125E425BB25BD_60070725EF25BC259A25E6259825BE25E725A425BA25E7258E25BB25E72592258325E925BE259925E525A425B425E52590259125E5258D258A25E525AF25BC25E425BD259325E525BB25B625E425BC25B8\"><\/span>1. \u5f69\u8679\u80a1\u4efd (600707)\uff1a\u663e\u793a\u73bb\u7483\u9f99\u5934\u5411\u534a\u5bfc\u4f53\u5ef6\u4f38<span class=\"ez-toc-section-end\"><\/span><\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u6280\u672f\u5b9e\u529b<\/strong>\uff1a\u56fd\u5185\u552f\u4e00\u5b9e\u73b0 G8.5\/G10.5 \u9ad8\u4e16\u4ee3\u57fa\u677f\u73bb\u7483\u91cf\u4ea7\u4f01\u4e1a\uff0c\u81ea\u4e3b\u7814\u53d1 &#8220;616&#8221; \u65b0\u6599\u65b9\uff0cCTE 3.2ppm\/\u2103\uff0c\u4e0e\u7845\u82af\u7247\u5339\u914d\u5ea6\u9ad8\u3002\u516c\u53f8\u5728\u73bb\u7483\u7194\u878d\u3001\u6210\u578b\u3001\u52a0\u5de5\u7b49\u65b9\u9762\u62e5\u6709\u4e30\u5bcc\u7ecf\u9a8c\u3002<\/li>\n\n\n\n<li><strong>\u4ea7\u4e1a\u5316\u8fdb\u5ea6<\/strong>\uff1a\u663e\u793a\u73bb\u7483\u57fa\u677f\u56fd\u5185\u5e02\u5360\u7387\u8d85 80%\uff0c\u826f\u7387 90%+\uff1b\u534a\u5bfc\u4f53\u5c01\u88c5\u73bb\u7483\u5df2\u5b8c\u6210\u5b9e\u9a8c\u5ba4\u6837\u54c1\u5f00\u53d1\uff0c\u6b63\u5728\u9001\u6837\u5934\u90e8\u5c01\u6d4b\u5382\uff1b2026 \u5e74 Q1 \u51c0\u5229\u6da6\u9884\u589e 210%-250%\u3002<\/li>\n\n\n\n<li><strong>\u5173\u952e\u50ac\u5316\u5242<\/strong>\uff1a\u534a\u5bfc\u4f53\u73bb\u7483\u57fa\u677f\u4ea7\u7ebf\u5efa\u8bbe\u516c\u544a\uff1b\u4e0e\u957f\u7535\u79d1\u6280 \/ \u901a\u5bcc\u5fae\u7535\u7b7e\u8ba2\u5408\u4f5c\u534f\u8bae\uff1b337 \u8c03\u67e5\u7ec8\u88c1\u80dc\u8bc9\uff08\u9884\u8ba1 2026 \u5e74 Q3\uff09\u3002<\/li>\n\n\n\n<li><strong>\u4e3b\u8981\u98ce\u9669\u70b9<\/strong>\uff1a\u663e\u793a\u9762\u677f\u4e1a\u52a1\u5468\u671f\u6027\u6ce2\u52a8\uff1b\u534a\u5bfc\u4f53\u73bb\u7483\u8f6c\u578b\u8fdb\u5ea6\u4e0d\u53ca\u9884\u671f\uff1b\u5eb7\u5b81 \/ \u65ed\u785d\u5b50\u964d\u4ef7\u6253\u538b\u3002<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"2_25E525BE25B725E925BE259925E625BF258025E525852589_68817025EF25BC259ALIDE_25E6258A258025E6259C25AF25E425B8259325E525AE25B6\"><\/span>2. \u5fb7\u9f99\u6fc0\u5149 (688170)\uff1aLIDE \u6280\u672f\u4e13\u5bb6<span class=\"ez-toc-section-end\"><\/span><\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u6280\u672f\u5b9e\u529b<\/strong>\uff1a\u638c\u63e1\u6fc0\u5149\u8bf1\u5bfc\u6df1\u5ea6\u523b\u8680\uff08LIDE\uff09\u6838\u5fc3\u6280\u672f\uff0cTGV \u94bb\u5b54\u826f\u7387 > 99.5%\uff0c\u53ef\u52a0\u5de5\u6700\u5c0f\u5b54\u5f84 5\u03bcm\uff0c\u6df1\u5bbd\u6bd4 50:1\u3002LIDE \u6280\u672f\u5728\u5927\u5c3a\u5bf8\u73bb\u7483\u57fa\u677f\u52a0\u5de5\u65b9\u9762\u5177\u6709\u72ec\u7279\u4f18\u52bf\u3002<\/li>\n\n\n\n<li><strong>\u4ea7\u4e1a\u5316\u8fdb\u5ea6<\/strong>\uff1aTGV \u6fc0\u5149\u8bbe\u5907\u5df2\u6709\u5c0f\u6279\u91cf\u51fa\u8d27\uff0c\u5ba2\u6237\u5305\u62ec\u4e2d\u82af\u56fd\u9645\u3001\u957f\u7535\u79d1\u6280\u7b49\uff1b2026 \u5e74\u5c06 TGV \u8bbe\u5907\u4ea7\u80fd\u63d0\u5347\u81f3 40 \u53f0 \/ \u5957\u3002<\/li>\n\n\n\n<li><strong>\u5173\u952e\u50ac\u5316\u5242<\/strong>\uff1a\u56fd\u5185\u5c01\u6d4b\u5382 TGV \u8bbe\u5907\u8ba2\u5355\u843d\u5730\uff1bLIDE \u6280\u672f\u5728\u5927\u5c3a\u5bf8\u73bb\u7483\u57fa\u677f\u5e94\u7528\u7a81\u7834\uff1b\u4e0e\u9762\u677f\u5382\u7b7e\u8ba2\u6218\u7565\u5408\u4f5c\u534f\u8bae\u3002<\/li>\n\n\n\n<li><strong>\u4e3b\u8981\u98ce\u9669\u70b9<\/strong>\uff1a\u6280\u672f\u8def\u7ebf\u4e0e\u5e1d\u5c14\u6fc0\u5149\u5b58\u5728\u7ade\u4e89\uff1b\u4ea7\u80fd\u6269\u5f20\u4e0d\u53ca\u9884\u671f\uff1b\u5ba2\u6237\u62d3\u5c55\u7f13\u6162\u3002<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"3_25E92580259A25E525AF258C25E525BE25AE25E7259425B5_00215625EF25BC259A25E525B0258125E625B5258B25E7258E25AF25E8258A258225E625A025B825E525BF258325E625A0258725E7259A2584\"><\/span>3. \u901a\u5bcc\u5fae\u7535 (002156)\uff1a\u5c01\u6d4b\u73af\u8282\u6838\u5fc3\u6807\u7684<span class=\"ez-toc-section-end\"><\/span><\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u6280\u672f\u5b9e\u529b<\/strong>\uff1a\u5177\u5907\u73bb\u7483\u57fa\u677f\u4e0e\u82af\u7247\u952e\u5408\u3001TGV \u5c01\u88c5\u5168\u6d41\u7a0b\u5de5\u827a\u80fd\u529b\uff0c\u5df2\u5b8c\u6210 12 \u82f1\u5bf8\u73bb\u7483\u57fa\u677f\u5c01\u88c5\u9a8c\u8bc1\uff0c\u826f\u7387 95%+\u3002\u516c\u53f8\u4e0e AMD \u6df1\u5ea6\u5408\u4f5c\uff0c\u5728\u5148\u8fdb\u5c01\u88c5\u9886\u57df\u6280\u672f\u9886\u5148\u3002<\/li>\n\n\n\n<li><strong>\u4ea7\u4e1a\u5316\u8fdb\u5ea6<\/strong>\uff1a\u6208\u78a7\u8fe6\u4f9b\u5e94\u7684\u73bb\u7483\u8f7d\u677f\u5df2\u5728 AMD \u76f8\u5173\u4ea7\u7ebf\u7a33\u5b9a\u8fd0\u884c\uff1bTGV \u5c01\u88c5\u6280\u672f\u9884\u8ba1 2026-2027 \u5e74\u5b9e\u73b0\u4ea7\u54c1\u5e94\u7528\uff1b2026 \u5e74\u5148\u8fdb\u5c01\u88c5\u8425\u6536\u76ee\u6807 226 \u4ebf\u5143\uff0c\u5360\u6bd4 70%\u3002<\/li>\n\n\n\n<li><strong>\u5173\u952e\u50ac\u5316\u5242<\/strong>\uff1aAMD MI450 \u82af\u7247\u91c7\u7528\u73bb\u7483\u57fa\u677f\u5c01\u88c5\uff1b\u56fd\u5185\u5934\u90e8 AI \u82af\u7247\u5382\u73bb\u7483\u57fa\u677f\u5c01\u88c5\u8ba2\u5355\uff1b\u69df\u57ce\u5de5\u5382\u73bb\u7483\u57fa\u677f\u4ea7\u7ebf\u6295\u4ea7\u3002<\/li>\n\n\n\n<li><strong>\u4e3b\u8981\u98ce\u9669\u70b9<\/strong>\uff1a\u73bb\u7483\u57fa\u677f\u5c01\u88c5\u4e1a\u52a1\u77ed\u671f\u8d21\u732e\u6709\u9650\uff1b\u5bf9 AMD \u5ba2\u6237\u4f9d\u8d56\u5ea6\u8f83\u9ad8\uff1b\u6280\u672f\u8fed\u4ee3\u843d\u540e\u4e8e\u53f0\u79ef\u7535\u3002<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"4_25E9259525BF25E7259425B525E725A7259125E6258A2580_60058425EF25BC259A25E5259B25BD25E52586258525E525B0258125E625B5258B25E925BE259925E525A425B4\"><\/span>4. \u957f\u7535\u79d1\u6280 (600584)\uff1a\u56fd\u5185\u5c01\u6d4b\u9f99\u5934<span class=\"ez-toc-section-end\"><\/span><\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u6280\u672f\u5b9e\u529b<\/strong>\uff1a\u4f9d\u6258 XDFOI Chiplet \u5e73\u53f0\uff0c\u638c\u63e1\u73bb\u7483\u57fa\u677f\u4e0e\u82af\u7247\u952e\u5408\u6838\u5fc3\u5de5\u827a\uff0c\u652f\u6301 4nm \u5de5\u827a\uff0cHBM3E \u5c01\u88c5\u826f\u7387 98.5%\u3002\u516c\u53f8\u662f\u5168\u7403\u7b2c\u4e09\u5927\u5c01\u6d4b\u4f01\u4e1a\uff0c\u6280\u672f\u5b9e\u529b\u96c4\u539a\u3002<\/li>\n\n\n\n<li><strong>\u4ea7\u4e1a\u5316\u8fdb\u5ea6<\/strong>\uff1a\u4e0e\u82f1\u7279\u5c14\u5728\u73bb\u7483\u57fa\u677f\u5c01\u88c5\u5408\u4f5c\u8fdb\u5165\u6837\u54c1\u9a8c\u8bc1\u4e0e\u5c0f\u6279\u91cf\u8bd5\u4ea7\u9636\u6bb5\uff1b\u8ba1\u5212 2027 \u5e74\u5b9e\u73b0\u73bb\u7483\u8f7d\u677f\u91cf\u4ea7\u5e94\u7528\uff1b\u4e1c\u839e HBM \u57fa\u5730\u6b63\u5728\u5efa\u8bbe\u73bb\u7483\u57fa\u677f\u5c01\u88c5\u4ea7\u7ebf\u3002<\/li>\n\n\n\n<li><strong>\u5173\u952e\u50ac\u5316\u5242<\/strong>\uff1a\u82f1\u7279\u5c14 Xeon 6 + \u5904\u7406\u5668\u5c01\u88c5\u8ba2\u5355\uff1b\u534e\u4e3a\u6607\u817e 950 \u82af\u7247\u73bb\u7483\u57fa\u677f\u5c01\u88c5\u5408\u4f5c\uff1b\u4e34\u6e2f\u57fa\u5730\u73bb\u7483\u57fa\u677f\u4ea7\u7ebf\u6295\u4ea7\u3002<\/li>\n\n\n\n<li><strong>\u4e3b\u8981\u98ce\u9669\u70b9<\/strong>\uff1a\u7814\u53d1\u6295\u5165\u5927\uff0c\u77ed\u671f\u62d6\u7d2f\u5229\u6da6\uff1b\u4e0e\u65e5\u6708\u5149 \/ \u5b89\u9760\u6280\u672f\u5dee\u8ddd\uff1b\u56fd\u9645\u8d38\u6613\u6469\u64e6\u5f71\u54cd\u3002<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"25E725AC25AC25E425B8258925E625A225AF25E92598259F25EF25BC259A25E6258A258025E6259C25AF25E5258225A825E525A42587_25E7259B25B825E5258525B325E425B8259A25E5258A25A125EF25BC258825E425B825BB25E925A2259825E6258025A725E6259C25BA25E425BC259A25EF25BC2589\"><\/span>\u7b2c\u4e09\u68af\u961f\uff1a\u6280\u672f\u50a8\u5907 + \u76f8\u5173\u4e1a\u52a1\uff08\u4e3b\u9898\u6027\u673a\u4f1a\uff09<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<h4 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"1_25E825B5259B25E525BE25AE25E7259425B525E525AD2590_30045625EF25BC259A25E625B525B725E525A42596_TGV_25E6258A258025E6259C25AF25E925A2258625E525852588\"><\/span>1. \u8d5b\u5fae\u7535\u5b50 (300456)\uff1a\u6d77\u5916 TGV \u6280\u672f\u9886\u5148<span class=\"ez-toc-section-end\"><\/span><\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u6280\u672f\u5b9e\u529b<\/strong>\uff1a\u745e\u5178\u4ea7\u7ebf\u638c\u63e1\u56fd\u9645\u9886\u5148\u7684 TGV \u5de5\u827a\uff0c\u53ef\u5b9e\u73b0\u6700\u5c0f\u5b54\u5f84 2\u03bcm\uff0c\u6df1\u5bbd\u6bd4 100:1\uff1b\u56fd\u5185\u5317\u4eac\u4ea7\u7ebf\u6b63\u5728\u8fdb\u884c TGV \u5de5\u827a\u5bfc\u5165\u3002<\/li>\n\n\n\n<li><strong>\u4ea7\u4e1a\u5316\u8fdb\u5ea6<\/strong>\uff1a\u745e\u5178\u4ea7\u7ebf\u5df2\u4e3a\u6d77\u5916\u5ba2\u6237\u63d0\u4f9b TGV \u73bb\u7483\u6676\u5706\u52a0\u5de5\u670d\u52a1\uff1b\u56fd\u5185\u4ea7\u7ebf\u9884\u8ba1 2027 \u5e74\u5b9e\u73b0\u5c0f\u6279\u91cf\u751f\u4ea7\u3002<\/li>\n\n\n\n<li><strong>\u5173\u952e\u50ac\u5316\u5242<\/strong>\uff1a\u56fd\u5185 TGV \u5de5\u827a\u8f6c\u79fb\u6210\u529f\uff1b\u4e0e\u56fd\u5185\u5c01\u6d4b\u5382\u7b7e\u8ba2\u5408\u4f5c\u534f\u8bae\uff1b\u745e\u5178\u4ea7\u7ebf\u8ba2\u5355\u5927\u5e45\u589e\u957f\u3002<\/li>\n\n\n\n<li><strong>\u4e3b\u8981\u98ce\u9669\u70b9<\/strong>\uff1a\u56fd\u5185\u4ea7\u7ebf\u5efa\u8bbe\u8fdb\u5ea6\u7f13\u6162\uff1b\u6280\u672f\u4eba\u624d\u6d41\u5931\u98ce\u9669\uff1b\u745e\u5178\u4e1a\u52a1\u53d7\u5730\u7f18\u653f\u6cbb\u5f71\u54cd\u3002<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"2_25E82593259D25E7258925B925E52585258925E525AD25A6_68812725EF25BC259A25E52585258925E525AD25A625E7258E25BB25E72592258325E825BD25AC25E5259E258B25E5258D258A25E525AF25BC25E425BD2593\"><\/span>2. \u84dd\u7279\u5149\u5b66 (688127)\uff1a\u5149\u5b66\u73bb\u7483\u8f6c\u578b\u534a\u5bfc\u4f53<span class=\"ez-toc-section-end\"><\/span><\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u6280\u672f\u5b9e\u529b<\/strong>\uff1a\u5f00\u53d1\u6fc0\u5149\u8bf1\u5bfc\u3001\u6e7f\u6cd5\u8150\u8680\u8fdb\u884c TGV \u52a0\u5de5\u7684\u76f8\u5173\u5de5\u827a\uff0c\u53ef\u5b9e\u73b0\u6700\u5c0f\u5b54\u5f84 10\u03bcm\uff0c\u6df1\u5bbd\u6bd4 20:1\u3002\u516c\u53f8\u5728\u5149\u5b66\u73bb\u7483\u7cbe\u5bc6\u52a0\u5de5\u65b9\u9762\u6709\u4e30\u5bcc\u7ecf\u9a8c\u3002<\/li>\n\n\n\n<li><strong>\u4ea7\u4e1a\u5316\u8fdb\u5ea6<\/strong>\uff1a\u5df2\u5b8c\u6210\u5b9e\u9a8c\u5ba4\u6837\u54c1\u5f00\u53d1\uff0c\u6b63\u5728\u9001\u6837\u5934\u90e8\u5c01\u6d4b\u5382\u9a8c\u8bc1\uff1b\u4e0e\u67d0\u56fd\u9645\u5de8\u5934\u7b7e\u8ba2\u8054\u5408\u5f00\u53d1\u534f\u8bae\u3002<\/li>\n\n\n\n<li><strong>\u5173\u952e\u50ac\u5316\u5242<\/strong>\uff1a\u5ba2\u6237\u9a8c\u8bc1\u901a\u8fc7\u5e76\u83b7\u5f97\u8ba2\u5355\uff1bTGV \u52a0\u5de5\u4ea7\u7ebf\u5efa\u8bbe\u516c\u544a\uff1b\u5149\u5b66\u73bb\u7483\u4e1a\u52a1\u5411\u534a\u5bfc\u4f53\u5ef6\u4f38\u3002<\/li>\n\n\n\n<li><strong>\u4e3b\u8981\u98ce\u9669\u70b9<\/strong>\uff1a\u6280\u672f\u53c2\u6570\u843d\u540e\u4e8e\u7b2c\u4e00\u68af\u961f\u4f01\u4e1a\uff1b\u5ba2\u6237\u8ba4\u8bc1\u5468\u671f\u957f\uff1b\u8d44\u91d1\u5b9e\u529b\u6709\u9650\u3002<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"3_25E425B8258925E825B6258525E6259625B025E6259D2590_30055425EF25BC259A25E92587259125E52588259A25E7259F25B325E525B725A525E5258525B725E9259A259025E525BD25A225E5258625A025E52586259B\"><\/span>3. \u4e09\u8d85\u65b0\u6750 (300554)\uff1a\u91d1\u521a\u77f3\u5de5\u5177\u9690\u5f62\u51a0\u519b<span class=\"ez-toc-section-end\"><\/span><\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u6280\u672f\u5b9e\u529b<\/strong>\uff1a\u91d1\u521a\u77f3\u5de5\u5177\u9690\u5f62\u51a0\u519b\uff0c\u73bb\u7483\u57fa\u677f\u5207\u5272\u3001\u7814\u78e8\u3001\u629b\u5149\u73af\u8282\u6838\u5fc3\u8017\u6750\u4f9b\u5e94\u5546\uff0c\u4ea7\u54c1\u826f\u7387 99.9%+\u3002<\/li>\n\n\n\n<li><strong>\u4ea7\u4e1a\u5316\u8fdb\u5ea6<\/strong>\uff1a\u5df2\u5411\u56fd\u5185\u591a\u5bb6\u73bb\u7483\u57fa\u677f\u5382\u5546\u4f9b\u5e94\u91d1\u521a\u77f3\u7802\u8f6e\u7b49\u8017\u6750\uff1b\u534a\u5bfc\u4f53\u7528\u91d1\u521a\u77f3\u5de5\u5177\u6536\u5165\u5360\u6bd4\u7ea6 15%\u3002<\/li>\n\n\n\n<li><strong>\u5173\u952e\u50ac\u5316\u5242<\/strong>\uff1a\u73bb\u7483\u57fa\u677f\u4ea7\u7ebf\u96c6\u4e2d\u5efa\u8bbe\u5e26\u6765\u8017\u6750\u9700\u6c42\u7206\u53d1\uff1b\u9ad8\u7aef\u91d1\u521a\u77f3\u5de5\u5177\u56fd\u4ea7\u66ff\u4ee3\u52a0\u901f\uff1b\u4e0e\u6c83\u683c\u5149\u7535 \/ \u5f69\u8679\u80a1\u4efd\u7b7e\u8ba2\u957f\u671f\u4f9b\u8d27\u534f\u8bae\u3002<\/li>\n\n\n\n<li><strong>\u4e3b\u8981\u98ce\u9669\u70b9<\/strong>\uff1a\u8017\u6750\u4e1a\u52a1\u6bdb\u5229\u7387\u8f83\u4f4e\uff1b\u884c\u4e1a\u7ade\u4e89\u6fc0\u70c8\uff1b\u539f\u6750\u6599\u4ef7\u683c\u6ce2\u52a8\u3002<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"4_25E5258725AF25E7259B259B25E725A7259125E6258A2580_60055225EF25BC259A25E9259B258625E5259B25A225E825B5258425E625BA259025E425BC259825E5258A25BF25E62598258E25E6259825BE\"><\/span>4. \u51ef\u76db\u79d1\u6280 (600552)\uff1a\u96c6\u56e2\u8d44\u6e90\u4f18\u52bf\u660e\u663e<span class=\"ez-toc-section-end\"><\/span><\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u6280\u672f\u5b9e\u529b<\/strong>\uff1a\u4f9d\u6258\u4e2d\u56fd\u5efa\u6750\u96c6\u56e2\uff0c\u5728\u8d85\u8584\u73bb\u7483\u9886\u57df\u6280\u672f\u6df1\u539a\uff0c\u6b63\u5728\u7814\u53d1\u534a\u5bfc\u4f53\u5c01\u88c5\u7528\u73bb\u7483\u57fa\u677f\uff0c\u76ee\u6807 CTE 3-4ppm\/\u2103\u3002<\/li>\n\n\n\n<li><strong>\u4ea7\u4e1a\u5316\u8fdb\u5ea6<\/strong>\uff1a\u5df2\u5b8c\u6210 0.1mm \u8d85\u8584\u73bb\u7483\u91cf\u4ea7\uff1b\u534a\u5bfc\u4f53\u5c01\u88c5\u73bb\u7483\u6b63\u5728\u8fdb\u884c\u5b9e\u9a8c\u5ba4\u6d4b\u8bd5\uff0c\u9884\u8ba1 2027 \u5e74\u5b9e\u73b0\u6837\u54c1\u9001\u6837\u3002<\/li>\n\n\n\n<li><strong>\u5173\u952e\u50ac\u5316\u5242<\/strong>\uff1a\u534a\u5bfc\u4f53\u73bb\u7483\u57fa\u677f\u7814\u53d1\u7a81\u7834\uff1b\u96c6\u56e2\u8d44\u6e90\u6574\u5408\u52a0\u901f\uff1b\u4e0e\u56fd\u5185\u5c01\u6d4b\u5382\u7b7e\u8ba2\u5408\u4f5c\u534f\u8bae\u3002<\/li>\n\n\n\n<li><strong>\u4e3b\u8981\u98ce\u9669\u70b9<\/strong>\uff1a\u7814\u53d1\u8fdb\u5ea6\u4e0d\u53ca\u9884\u671f\uff1b\u663e\u793a\u73bb\u7483\u4e1a\u52a1\u7ade\u4e89\u6fc0\u70c8\uff1b\u4ea7\u4e1a\u5316\u80fd\u529b\u4e0d\u8db3\u3002<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"25E5258525AD25E32580258125E525B8258225E5259C25BA25E825A7258425E625A825A125E425B8258E25E5258F259125E525B1259525E52589258D25E6259925AF\"><\/span>\u516d\u3001\u5e02\u573a\u89c4\u6a21\u4e0e\u53d1\u5c55\u524d\u666f<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"125E32580258125E6259D258325E525A8258125E6259C25BA25E6259E258425E925A2258425E625B5258B\"><\/span>1\u3001\u6743\u5a01\u673a\u6784\u9884\u6d4b<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p><strong>Yole Group<\/strong>\uff1a2025-2030 \u5e74\u5168\u7403\u534a\u5bfc\u4f53\u73bb\u7483\u6676\u5706\u51fa\u8d27\u91cf CAGR \u8d85 10%\uff0c\u5176\u4e2d AI \u82af\u7247\u5c01\u88c5\u9886\u57df\u589e\u901f\u9ad8\u8fbe 33%\u3002\u5230 2030 \u5e74\uff0c\u5168\u7403\u534a\u5bfc\u4f53\u73bb\u7483\u6676\u5706\u5e02\u573a\u89c4\u6a21\u5c06\u8fbe\u5230 120 \u4ebf\u7f8e\u5143\u3002<\/p>\n\n\n\n<p><strong>Omdia<\/strong>\uff1a2026 \u5e74\u5168\u7403\u73bb\u7483\u57fa\u677f\u5e02\u573a\u89c4\u6a21\u5c06\u8fbe 186 \u4ebf\u7f8e\u5143\uff0c2030 \u5e74\u7a81\u7834 320 \u4ebf\u7f8e\u5143\uff0c\u5e74\u590d\u5408\u589e\u901f 14.5%\u3002\u5176\u4e2d\uff0c\u534a\u5bfc\u4f53\u5c01\u88c5\u7528\u73bb\u7483\u57fa\u677f\u5e02\u573a\u89c4\u6a21\u5c06\u4ece 2026 \u5e74\u7684 12 \u4ebf\u7f8e\u5143\u589e\u957f\u5230 2030 \u5e74\u7684 65 \u4ebf\u7f8e\u5143\u3002<\/p>\n\n\n\n<p><strong>\u9762\u677f\u7ea7\u73bb\u7483\u5c01\u88c5\u8f7d\u677f<\/strong>\uff1a2025 \u5e74\u5168\u7403\u5e02\u573a\u89c4\u6a21\u7ea6 20.23 \u4ebf\u7f8e\u5143\uff0c\u9884\u8ba1\u5230 2032 \u5e74\u5c06\u8fbe\u5230 105.5 \u4ebf\u7f8e\u5143\uff0c\u5e74\u590d\u5408\u589e\u957f\u7387\u9ad8\u8fbe 27%\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"225E32580258125E425BA25A725E425B8259A25E5258F259125E525B1259525E6259725B625E9259725B425E825A125A8\"><\/span>2\u3001\u4ea7\u4e1a\u53d1\u5c55\u65f6\u95f4\u8868<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>2026 \u5e74<\/strong>\uff1a\u5c0f\u6279\u91cf\u5546\u4e1a\u5316\u51fa\u8d27 (\u5e94\u7528\u5143\u5e74)\uff0c\u82f1\u7279\u5c14 Xeon 6 + \u91cf\u4ea7\uff0c\u53f0\u79ef\u7535 CoPoS \u8bd5\u70b9\u7ebf\u5efa\u6210\uff0c\u56fd\u5185\u4f01\u4e1a\u5f00\u59cb\u5c0f\u6279\u91cf\u4f9b\u8d27\u3002<\/li>\n\n\n\n<li><strong>2027-2028 \u5e74<\/strong>\uff1a\u5927\u89c4\u6a21\u653e\u91cf\uff0c\u4e09\u661f\u7535\u673a\u3001SKC Absolics \u7b49\u5b9e\u73b0\u89c4\u6a21\u5316\u91cf\u4ea7\uff0c\u56fd\u5185\u4f01\u4e1a\u8fdb\u5165\u5168\u7403\u4f9b\u5e94\u94fe\u3002<\/li>\n\n\n\n<li><strong>2030 \u5e74<\/strong>\uff1aHPC \u9886\u57df\u6e17\u900f\u7387\u8fbe 15%\uff0c\u6574\u4f53\u751f\u6001\u4ef7\u503c\u94fe (\u542b\u8bbe\u5907\u3001\u6750\u6599) \u8fbe\u767e\u4ebf\u7f8e\u5143\u91cf\u7ea7\uff0c\u73bb\u7483\u57fa\u677f\u6210\u4e3a\u5148\u8fdb\u5c01\u88c5\u7684\u4e3b\u6d41\u6280\u672f\u4e4b\u4e00\u3002<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"25E425B8258325E32580258125E6258A259525E825B5258425E9258025BB25E825BE259125E425B8258E25E925A3258E25E9259925A925E6258F259025E725A425BA\"><\/span>\u4e03\u3001\u6295\u8d44\u903b\u8f91\u4e0e\u98ce\u9669\u63d0\u793a<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"25E625A025B825E525BF258325E6258A259525E825B5258425E9258025BB25E825BE2591\"><\/span>\u6838\u5fc3\u6295\u8d44\u903b\u8f91<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<ol class=\"wp-block-list\">\n<li><strong>\u4ea7\u4e1a\u62d0\u70b9\u786e\u7acb<\/strong>\uff1a\u5168\u7403\u4e09\u5927\u534a\u5bfc\u4f53\u5de8\u5934 (\u82f1\u7279\u5c14\u3001\u4e09\u661f\u3001\u53f0\u79ef\u7535) \u6280\u672f\u8def\u7ebf\u5171\u632f\uff0c\u6807\u5fd7\u7740\u73bb\u7483\u57fa\u677f\u5c01\u88c5\u4ece &#8220;\u5de8\u5934\u5171\u8bc6&#8221; \u8fc8\u5411 &#8220;\u4ea7\u7ebf\u843d\u5730&#8221; \u7684\u5173\u952e\u4e00\u6b65\u30022026 \u5e74\u6709\u671b\u6210\u4e3a\u73bb\u7483\u57fa\u677f\u4ece\u5c0f\u6279\u91cf\u5546\u4e1a\u5316\u51fa\u8d27\u7684\u5173\u952e\u8282\u70b9\u3002<\/li>\n\n\n\n<li><strong>\u56fd\u4ea7\u66ff\u4ee3\u7a7a\u95f4\u5de8\u5927<\/strong>\uff1a\u76ee\u524d\u9ad8\u7aef\u534a\u5bfc\u4f53\u73bb\u7483\u57fa\u677f\u4e3b\u8981\u7531\u5eb7\u5b81\u3001\u65ed\u785d\u5b50\u3001\u8096\u7279\u5784\u65ad\uff0c\u56fd\u5185\u4f01\u4e1a\u5728 TGV \u5de5\u827a\u3001\u6fc0\u5149\u8bbe\u5907\u7b49\u73af\u8282\u5df2\u5b9e\u73b0\u7a81\u7834\uff0c\u56fd\u4ea7\u66ff\u4ee3\u8fdb\u7a0b\u52a0\u901f\u3002\u968f\u7740\u56fd\u5185\u534a\u5bfc\u4f53\u4ea7\u4e1a\u7684\u5feb\u901f\u53d1\u5c55\uff0c\u56fd\u5185\u4f01\u4e1a\u6709\u671b\u5728\u5168\u7403\u5e02\u573a\u5360\u636e\u4e00\u5e2d\u4e4b\u5730\u3002<\/li>\n\n\n\n<li><strong>AI \u7b97\u529b\u521a\u9700\u9a71\u52a8<\/strong>\uff1a\u968f\u7740 AI \u6a21\u578b\u53c2\u6570\u91cf\u5411\u4e07\u4ebf\u7ea7\u8fc8\u8fdb\uff0c\u4f20\u7edf\u6709\u673a\u57fa\u677f\u5df2\u65e0\u6cd5\u627f\u8f7d\u4e0b\u4e00\u4ee3\u6570\u636e\u4e2d\u5fc3\u5bf9\u4e92\u8fde\u5bc6\u5ea6\u3001\u70ed\u7a33\u5b9a\u6027\u53ca\u4fe1\u53f7\u5b8c\u6574\u6027\u7684\u82db\u523b\u8981\u6c42\u3002\u73bb\u7483\u57fa\u677f\u5c01\u88c5\u662f\u89e3\u51b3\u8fd9\u4e9b\u95ee\u9898\u7684\u552f\u4e00\u53ef\u884c\u65b9\u6848\uff0c\u5e02\u573a\u9700\u6c42\u5c06\u6301\u7eed\u7206\u53d1\u3002<\/li>\n\n\n\n<li><strong>\u4e3b\u9898\u6295\u8d44\u521d\u671f\u7279\u5f81<\/strong>\uff1a\u677f\u5757\u6574\u4f53\u5448\u73b0 &#8220;\u6307\u6570\u9886\u6da8\uff0c\u4e2a\u80a1\u5206\u5316\uff0c\u6210\u4ea4\u6e29\u548c&#8221; \u7684\u7279\u70b9\uff0c\u6da8\u505c\u4e2a\u80a1\u5e73\u5747\u6362\u624b\u7387 4.87%\uff0c\u6700\u5927\u8fde\u677f\u6570\u4ec5\u4e3a 1 \u677f\uff0c\u5e02\u573a\u8d44\u91d1\u4ecd\u4ee5\u8bd5\u63a2\u6027\u5efa\u4ed3\u4e3a\u4e3b\u3002\u968f\u7740\u4ea7\u4e1a\u8fdb\u5c55\u7684\u4e0d\u65ad\u63a8\u8fdb\uff0c\u677f\u5757\u6709\u671b\u8fce\u6765\u4e3b\u5347\u6d6a\u884c\u60c5\u3002<\/li>\n<\/ol>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"25E425B825BB25E825A6258125E925A3258E25E9259925A925E6258F259025E725A425BA\"><\/span>\u4e3b\u8981\u98ce\u9669\u63d0\u793a<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<ol class=\"wp-block-list\">\n<li><strong>\u6280\u672f\u8fed\u4ee3\u4e0d\u53ca\u9884\u671f<\/strong>\uff1aTGV \u5de5\u827a\u826f\u7387\u63d0\u5347\u7f13\u6162\uff0c\u6216\u51fa\u73b0\u5176\u4ed6\u66ff\u4ee3\u6280\u672f\u8def\u7ebf\u3002\u4f8b\u5982\uff0c\u7845\u4e2d\u4ecb\u5c42\u6280\u672f\u4e5f\u5728\u4e0d\u65ad\u8fdb\u6b65\uff0c\u53ef\u80fd\u4f1a\u5ef6\u7f13\u73bb\u7483\u57fa\u677f\u7684\u666e\u53ca\u901f\u5ea6\u3002<\/li>\n\n\n\n<li><strong>\u5ba2\u6237\u5bfc\u5165\u8fdb\u5ea6\u653e\u7f13<\/strong>\uff1a\u73bb\u7483\u57fa\u677f\u7684\u957f\u671f\u53ef\u9760\u6027\u6570\u636e\u4e0d\u8db3\uff0c\u9700\u8981 3-5 \u5e74\u5efa\u7acb\u5ba2\u6237\u4fe1\u4efb\uff0c\u8ba4\u8bc1\u5468\u671f\u8f83\u957f\u3002\u5982\u679c\u5ba2\u6237\u5bfc\u5165\u8fdb\u5ea6\u653e\u7f13\uff0c\u5c06\u5f71\u54cd\u4f01\u4e1a\u7684\u4e1a\u7ee9\u91ca\u653e\u3002<\/li>\n\n\n\n<li><strong>\u6210\u672c\u52a3\u52bf<\/strong>\uff1a\u521d\u671f\u6295\u8d44\u5927\u3001\u826f\u7387\u722c\u5761\u6162\uff0c\u73bb\u7483\u57fa\u677f\u5355\u4ef7\u8f83\u6709\u673a\u57fa\u677f\u9ad8 30%-50%\uff0c\u9700\u89c4\u6a21\u5316\u964d\u672c\u3002\u5982\u679c\u6210\u672c\u4e0b\u964d\u901f\u5ea6\u4e0d\u53ca\u9884\u671f\uff0c\u5c06\u5f71\u54cd\u73bb\u7483\u57fa\u677f\u7684\u5e02\u573a\u6e17\u900f\u7387\u3002<\/li>\n\n\n\n<li><strong>\u56fd\u9645\u8d38\u6613\u6469\u64e6<\/strong>\uff1a\u7f8e\u56fd\u53ef\u80fd\u5bf9\u534a\u5bfc\u4f53\u73bb\u7483\u57fa\u677f\u76f8\u5173\u6280\u672f\u548c\u8bbe\u5907\u5b9e\u65bd\u51fa\u53e3\u7ba1\u5236\uff0c\u5f71\u54cd\u56fd\u5185\u4f01\u4e1a\u7684\u6280\u672f\u5f15\u8fdb\u548c\u5e02\u573a\u62d3\u5c55\u3002<\/li>\n\n\n\n<li><strong>\u6982\u5ff5\u7092\u4f5c\u98ce\u9669<\/strong>\uff1a\u90e8\u5206\u516c\u53f8\u4ec5\u5904\u4e8e\u6280\u672f\u50a8\u5907\u9636\u6bb5\uff0c\u5c1a\u672a\u5f62\u6210\u5b9e\u9645\u6536\u5165\u548c\u5229\u6da6\uff0c\u9700\u8b66\u60d5\u7eaf\u6982\u5ff5\u7092\u4f5c\u3002\u6295\u8d44\u8005\u5e94\u91cd\u70b9\u5173\u6ce8\u6280\u672f\u58c1\u5792\u9ad8\u3001\u4ea7\u4e1a\u5316\u8fdb\u5ea6\u5feb\u3001\u5ba2\u6237\u8d44\u6e90\u4f18\u8d28\u7684\u9f99\u5934\u4f01\u4e1a\u3002<\/li>\n<\/ol>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"25E5258525AB25E32580258125E6258025BB25E725BB259325E425B8258E25E6258A259525E825B5258425E525BB25BA25E825AE25AE\"><\/span>\u516b\u3001\u603b\u7ed3\u4e0e\u6295\u8d44\u5efa\u8bae<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>\u73bb\u7483\u57fa\u677f\u5c01\u88c5\u4e0d\u662f\u77ed\u671f\u7684\u6982\u5ff5\u7092\u4f5c\uff0c\u800c\u662f<strong>AI \u7b97\u529b\u65f6\u4ee3\u5148\u8fdb\u5c01\u88c5\u6280\u672f\u7684\u5fc5\u7136\u53d1\u5c55\u65b9\u5411<\/strong>\u3002\u968f\u7740\u5168\u7403\u534a\u5bfc\u4f53\u5de8\u5934\u52a0\u901f\u5e03\u5c40\u548c\u4ea7\u4e1a\u5316\u8fdb\u7a0b\u7684\u63a8\u8fdb\uff0c2026 \u5e74\u6709\u671b\u6210\u4e3a\u73bb\u7483\u57fa\u677f\u4ece\u5c0f\u6279\u91cf\u5546\u4e1a\u5316\u51fa\u8d27\u7684\u5173\u952e\u8282\u70b9\u3002<\/p>\n\n\n\n<p>A \u80a1\u5e02\u573a\u4e2d\uff0c** \u7b2c\u4e00\u68af\u961f\u4f01\u4e1a\uff08\u6c83\u683c\u5149\u7535\u3001\u5e1d\u5c14\u6fc0\u5149\u3001\u5929\u627f\u79d1\u6280\uff09** \u6280\u672f\u58c1\u5792\u6700\u9ad8\uff0c\u4ea7\u4e1a\u5316\u8fdb\u5ea6\u6700\u5feb\uff0c\u4e1a\u7ee9\u786e\u5b9a\u6027\u6700\u5f3a\uff0c\u662f\u6295\u8d44\u7684\u9996\u9009\u6807\u7684\u3002** \u7b2c\u4e8c\u68af\u961f\u4f01\u4e1a\uff08\u5f69\u8679\u80a1\u4efd\u3001\u901a\u5bcc\u5fae\u7535\u3001\u5fb7\u9f99\u6fc0\u5149\u3001\u957f\u7535\u79d1\u6280\uff09** \u5177\u5907\u660e\u786e\u7684\u6280\u672f\u7a81\u7834\u548c\u5ba2\u6237\u8d44\u6e90\uff0c\u5f39\u6027\u8f83\u5927\uff0c\u53ef\u4f5c\u4e3a\u6b21\u9009\u6807\u7684\u3002<strong>\u7b2c\u4e09\u68af\u961f\u4f01\u4e1a<\/strong>\u4e3b\u8981\u4ee5\u4e3b\u9898\u6027\u673a\u4f1a\u4e3a\u4e3b\uff0c\u9700\u5bc6\u5207\u8ddf\u8e2a\u6280\u672f\u548c\u4ea7\u4e1a\u5316\u8fdb\u5c55\uff0c\u8c28\u614e\u53c2\u4e0e\u3002<\/p>\n\n\n\n<p>\u6295\u8d44\u8005\u5e94\u91cd\u70b9\u5173\u6ce8<strong>\u6280\u672f\u58c1\u5792\u9ad8\u3001\u4ea7\u4e1a\u5316\u8fdb\u5ea6\u5feb\u3001\u5ba2\u6237\u8d44\u6e90\u4f18\u8d28<\/strong>\u7684\u9f99\u5934\u4f01\u4e1a\uff0c\u540c\u65f6\u8b66\u60d5\u7eaf\u6982\u5ff5\u7092\u4f5c\u548c\u6280\u672f\u8fed\u4ee3\u98ce\u9669\uff0c\u7ed3\u5408\u4ea7\u4e1a\u8c03\u7814\u52a8\u6001\u8ddf\u8e2a\uff0c\u628a\u63e1 &#8220;\u56fd\u4ea7\u66ff\u4ee3 + \u6280\u672f\u9769\u65b0&#8221; \u53cc\u51fb\u4e0b\u7684\u7ed3\u6784\u6027\u6295\u8d44\u673a\u4f1a\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u73bb\u7483\u57fa\u677f\u5c01\u88c5\u5df2\u4ece\u6280\u672f\u6982\u5ff5\u8fdb\u5165\u4ea7\u4e1a\u5316\u843d\u5730\u524d\u591c\uff0c\u5168\u7403\u534a\u5bfc\u4f53\u5de8\u5934\u6280\u672f\u8def\u7ebf\u5171\u632f\u786e\u7acb\u4ea7\u4e1a\u62d0\u70b9\u3002A \u80a1\u5e02\u573a\u4e2d\uff0c\u8bbe\u5907\u7aef\u7684\u5e1d\u5c14\u6fc0\u5149\u3001\u5fb7\u9f99\u6fc0\u5149\uff0c\u57fa\u677f\u5236\u9020\u7aef\u7684\u6c83\u683c\u5149\u7535\u3001\u5f69\u8679\u80a1\u4efd\uff0c\u4ee5\u53ca\u5c01\u6d4b\u7aef\u7684\u901a\u5bcc\u5fae\u7535\u3001\u957f\u7535\u79d1\u6280\u7b49\u4f01\u4e1a\u5df2\u5728\u4ea7\u4e1a\u94fe\u5173\u952e\u73af\u8282\u5b9e\u73b0\u7a81\u7834\uff0c\u6709\u671b\u7387\u5148\u53d7\u76ca\u4e8e &#8220;\u56fd\u4ea7\u66ff\u4ee3 + \u6280\u672f\u9769\u65b0&#8221; \u7684\u53cc\u91cd\u7ea2\u5229\u3002<\/p>\n","protected":false},"author":1,"featured_media":13445,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[35],"tags":[],"special":[165],"attr":[],"class_list":["post-13438","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-jingxuan","special-zhuti","entry"],"views":13,"_links":{"self":[{"href":"https:\/\/vcai.cn\/index.php\/wp-json\/wp\/v2\/posts\/13438","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/vcai.cn\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/vcai.cn\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/vcai.cn\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/vcai.cn\/index.php\/wp-json\/wp\/v2\/comments?post=13438"}],"version-history":[{"count":2,"href":"https:\/\/vcai.cn\/index.php\/wp-json\/wp\/v2\/posts\/13438\/revisions"}],"predecessor-version":[{"id":13448,"href":"https:\/\/vcai.cn\/index.php\/wp-json\/wp\/v2\/posts\/13438\/revisions\/13448"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/vcai.cn\/index.php\/wp-json\/wp\/v2\/media\/13445"}],"wp:attachment":[{"href":"https:\/\/vcai.cn\/index.php\/wp-json\/wp\/v2\/media?parent=13438"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/vcai.cn\/index.php\/wp-json\/wp\/v2\/categories?post=13438"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/vcai.cn\/index.php\/wp-json\/wp\/v2\/tags?post=13438"},{"taxonomy":"special","embeddable":true,"href":"https:\/\/vcai.cn\/index.php\/wp-json\/wp\/v2\/special?post=13438"},{"taxonomy":"attr","embeddable":true,"href":"https:\/\/vcai.cn\/index.php\/wp-json\/wp\/v2\/attr?post=13438"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}