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TrendForce \u62a5\u544a\u79f0\uff0c\u4e09\u5927 DRAM \u4f9b\u5e94\u5546\u6b63\u5728\u589e\u52a0\u5148\u8fdb\u5de5\u827a\u7684\u6676\u5706\u6295\u5165\u3002\u968f\u7740\u5b58\u50a8\u5668\u5408\u540c\u4ef7\u683c\u7684\u4e0a\u6da8\uff0c\u5404\u516c\u53f8\u7eb7\u7eb7\u52a0\u5927\u4e86\u8d44\u672c\u6295\u8d44\u529b\u5ea6\uff0c\u4eca\u5e74\u4e0b\u534a\u5e74\u5c06\u91cd\u70b9\u6269\u5927\u4ea7\u80fd\u3002\u9884\u8ba1\u5230\u4eca\u5e74\u5e74\u5e95\uff0c1\u03b1 nm \u53ca\u4ee5\u4e0a\u5de5\u827a\u7684\u6676\u5706\u6295\u5165\u91cf\u5c06\u5360 DRAM \u6676\u5706\u603b\u6295\u5165\u91cf\u7684 40% \u5de6\u53f3<\/span><\/p>\n

\u8d85\u5fae\u83b7\u5f97NVIDIA Blackwell AI\u670d\u52a1\u5668\u5de8\u989d\u8ba2\u5355 \u5360\u603b\u4f9b\u5e94\u91cf\u768425%<\/span><\/p>\n

\u5728\u4eba\u5de5\u667a\u80fd\u8ba1\u7b97\u9886\u57df\u98ce\u5934\u6b63\u76db\u7684\u8d85\u5fae\u8ba1\u7b97\u673a\u516c\u53f8\uff08Supermicro Computer\uff09\u6536\u5230\u4e86\u57fa\u4e8eNVIDIA Blackwell \u4eba\u5de5\u667a\u80fd GPU \u7684\u5de8\u989d\u670d\u52a1\u5668\u673a\u67b6\u8ba2\u5355\u3002\u8d85\u5fae\u8ba1\u7b97\u673a\u5e0c\u671b\u901a\u8fc7\u4f9b\u5e94\u94fe\u7684\u8fdb\u6b65\u4e0e\u5bcc\u58eb\u5eb7\u7b49\u516c\u53f8\u7ade\u4e89\uff0c\u52a0\u901f NVIDIA Blackwell AI \u670d\u52a1\u5668\u8ba2\u5355\u7684\u4ea4\u4ed8<\/span><\/p>\n

\u82f9\u679c\u53d1\u5e03iOS 17.5.1\u6b63\u5f0f\u7248\u66f4\u65b0\uff1a\u7d27\u6025\u4fee\u590d\u5df2\u5220\u9664\u7167\u7247\u91cd\u65b0\u51fa\u73b0Bug<\/span><\/p>\n

\u4eca\u5929\u51cc\u6668\uff0c\u82f9\u679c\u6b63\u5f0f\u53d1\u5e03iOS 17.5.1\u6b63\u5f0f\u7248\u5347\u7ea7\uff0c\u672c\u6b21\u66f4\u65b0\u8ddd\u79bb\u4e0a\u6b21\u53d1\u5e03\u95f4\u96947\u5929\u3002iOS 17.5.1\u5bf9\u66f4\u65b0iOS 17.5\u540e\u51fa\u73b0\u7684\u201c\u5df2\u5220\u9664\u7167\u7247\u53c8\u91cd\u65b0\u51fa\u73b0\u201d\u7684Bug\u8fdb\u884c\u4e86\u4fee\u590d<\/span><\/p>\n

Android\u4e0a\u7684\u514d\u767b\u5f55\u7248ChatGPT\u5df2\u8fdb\u5165\u6d4b\u8bd5\u9636\u6bb5<\/span><\/p>\n

\u5373\u65f6\u7248\u672c\u7684 ChatGPT \u53ef\u80fd\u5f88\u5feb\u5c31\u4f1a\u767b\u9646\u79fb\u52a8\u8bbe\u5907\u3002Android Authority \u5728Android\u7248 ChatGPT\uff08\u6d4b\u8bd5\u7248\uff09v1.2024.136 \u4e2d\u53d1\u73b0\u4e86\u8fd9\u4e00\u529f\u80fd\uff0c\u7528\u6237\u65e0\u9700\u521b\u5efa\u8d26\u6237\u5373\u53ef\u5f00\u59cb\u4e0e\u4eba\u5de5\u667a\u80fd\u804a\u5929\u673a\u5668\u4eba\u5bf9\u8bdd<\/span><\/p>\n

\u82f1\u7279\u5c14Lunar Lake\u5904\u7406\u5668\u5c06\u662f\u5176\u9996\u6b3eCopilot+ PC\u82af\u7247 2024 \u5e74\u7b2c\u4e09\u5b63\u5ea6\u63a8\u51fa<\/span><\/p>\n

\u5fae\u8f6f\u4eca\u5929\u7684Copilot+\u4e2a\u4eba\u7535\u8111\u53d1\u5e03\u4f1a\u53ef\u80fd\u96c6\u4e2d\u4e86\u9ad8\u901a\u9a81\u9f99X\u7cfb\u5217\u82af\u7247\u5728\u4e00\u4e9b\u5373\u5c06\u4e0a\u5e02\u7684\u7b14\u8bb0\u672c\u7535\u8111\u4e2d\u7684\u5e94\u7528\u3002\u4e0d\u8fc7\uff0c\u82f1\u7279\u5c14\u4ecd\u5e0c\u671b PC \u4e70\u5bb6\u77e5\u9053\u5b83\u4e5f\u5c06\u6210\u4e3a\u65b0 Copilot+ PC \u9635\u5bb9\u7684\u4e00\u90e8\u5206\u3002\u53ea\u662f\u8fd9\u9700\u8981\u66f4\u957f\u7684\u65f6\u95f4<\/span><\/p>\n

\u5fae\u8f6fCEO\uff1a\u65b0\u7684\u4eba\u5de5\u667a\u80fd\u4e2a\u4eba\u7535\u8111\u5c06\u4f7fWindows PC\u548cMac\u7684\u7ade\u4e89\u518d\u8d77<\/span><\/p>\n

\u5fae\u8f6f\u516c\u53f8\u9996\u5e2d\u6267\u884c\u5b98\u7eb3\u5fb7\u62c9\u8ba4\u4e3a\uff0c\u914d\u5907\u4e13\u95e8\u4eba\u5de5\u667a\u80fd\u82af\u7247\u3001\u6027\u80fd\u66f4\u5feb\u7684\u65b0\u4e00\u4ee3\u7535\u8111\u5c06\u91cd\u542fWindows\u7535\u8111\u548c\u82f9\u679c\u516c\u53f8Mac\u7535\u8111\u4e4b\u95f4\u7684\u957f\u671f\u7ade\u4e89\u3002\u7eb3\u5fb7\u62c9\u5468\u4e00\u5728\u63a5\u91c7\u8bbf\u65f6\u8868\u793a\uff1a\u201c\u82f9\u679c\u505a\u5f97\u975e\u5e38\u51fa\u8272\u3002\u201c\u6211\u4eec\u73b0\u5728\u60f3\u8ba9Windows\u548cMac\u91cd\u65b0\u5c55\u5f00\u771f\u6b63\u7684\u7ade\u4e89\u3002\u201d<\/span><\/p>\n

\u56e0ETF\u83b7\u6279\u7684\u63a8\u6d4b \u4ee5\u592a\u574a\u6da8\u5e45\u521b18\u4e2a\u6708\u65b0\u9ad8<\/span><\/p>\n

\u4ee5\u592a\u574a\u51fa\u73b0\u4e8618\u4e2a\u6708\u6765\u7684\u6700\u5927\u6da8\u5e45\uff0c\u5f15\u9886\u4e86\u6570\u5b57\u8d44\u4ea7\u7684\u4e0a\u6da8\u3002\u4e0e\u6b64\u540c\u65f6\uff0c\u8d8a\u6765\u8d8a\u591a\u7684\u4eba\u731c\u6d4b\uff0c\u76d1\u7ba1\u673a\u6784\u5bf9\u6279\u51c6\u4e00\u4e2a\u6216\u591a\u4e2a\u76f4\u63a5\u6295\u8d44\u4e8e\u8fd9\u79cd\u7b2c\u4e8c\u5927\u52a0\u5bc6\u8d27\u5e01\u7684\u4ea4\u6613\u6240\u4ea4\u6613\u57fa\u91d1\uff08ETF\uff09\u7684\u53cd\u5bf9\u60c5\u7eea\u6b63\u5728\u7f13\u89e3\u3002\u622a\u81f3\u7ebd\u7ea6\u65f6\u95f4\u4e0b\u53484\u70b949\u5206\uff0c\u4ee5\u592a\u5e01\u6da8\u5e45\u9ad8\u8fbe14%\uff0c\u81f33490\u7f8e\u5143\u5de6\u53f3\u3002\u6bd4\u7279\u5e01\u4e5f\u6269\u5927\u4e86\u6da8\u5e45\uff0c\u4e0a\u6da85%\uff0c\u81f369442\u7f8e\u5143<\/span><\/p>\n

OpenAI \u6b63\u4e0e\u65af\u5609\u4e3d\u00b7\u7ea6\u7ff0\u900a\u8ba8\u8bba\u4eba\u5de5\u667a\u80fd\u8bed\u97f3\u4e0e\u5979\u8fc7\u4e8e\u76f8\u4f3c\u7684\u95ee\u9898<\/span><\/p>\n

OpenAI \u8868\u793a\uff0c\u8be5\u516c\u53f8\u5df2\u4e0e\u65af\u5609\u4e3d-\u7ea6\u7ff0\u900a\u7684\u4ee3\u8868\u53d6\u5f97\u8054\u7cfb\uff0c\u56e0\u4e3aChatGPT \u4e0a\u7684\u4e00\u4e2a\u8bed\u97f3\u4e0e\u8fd9\u4f4d\u5973\u6f14\u5458\u7684\u58f0\u97f3\u8fc7\u4e8e\u76f8\u4f3c\u3002”\u6211\u4eec\u4e00\u76f4\u5728\u4e0e ScarJo \u7684\u56e2\u961f\u6c9f\u901a\uff0c\u56e0\u4e3a\u4ed6\u4eec\u4f3c\u4e4e\u6709\u4e9b\u56f0\u60d1\u3002\u6211\u4eec\u5e0c\u671b\u8ba4\u771f\u5bf9\u5f85\u53cd\u9988\u610f\u89c1\uff0c\u542c\u53d6\u4ed6\u4eec\u7684\u62c5\u5fe7\uff0c”OpenAI \u6a21\u578b\u884c\u4e3a\u8d1f\u8d23\u4eba Joanne Jang \u8bf4<\/span><\/p>\n

\u201c\u8d8a\u5357\u7279\u65af\u62c9\u201d\u8f66\u7978\u8d77\u706b\u81f4\u4e00\u5bb6\u56db\u53e3\u60e8\u6b7b \u7f8e\u56fdNHTSA\u5c55\u5f00\u8c03\u67e5<\/span><\/p>\n

\u7f8e\u56fd\u56fd\u5bb6\u516c\u8def\u4ea4\u901a\u5b89\u5168\u7ba1\u7406\u5c40\uff08NHTSA\uff09\u5468\u4e00\u8868\u793a\uff0c\u5df2\u5bf9\u4eca\u5e744\u6708\u53d1\u751f\u7684\u4e00\u8d77\u649e\u8f66\u4e8b\u6545\u5c55\u5f00\u6b63\u5f0f\u8c03\u67e5\uff0c\u8fd9\u8d77\u4e8b\u6545\u6d89\u53ca\u8d8a\u5357\u7535\u52a8\u6c7d\u8f66\u5236\u9020\u5546VinFast\u751f\u4ea7\u7684\u4e00\u8f86VF8 SUV\uff0c\u4e8b\u6545\u9020\u6210\u4e00\u5bb6\u56db\u53e3\u6b7b\u4ea1\u3002\u8fd9\u8d77\u4e8b\u6545\u53d1\u751f\u5728\u52a0\u5dde\u666e\u83b1\u68ee\u987f\u3002\u8b66\u65b9\u5f53\u65f6\u544a\u8bc9\u5f53\u5730\u65b0\u95fb\u5a92\u4f53\uff0c\u8fd9\u8f86\u8f66\u4f3c\u4e4e\u5931\u53bb\u4e86\u63a7\u5236\uff0c\u7136\u540e\u649e\u4e0a\u4e86\u4e00\u68f5\u6a61\u6811\u5e76\u8d77\u706b<\/span><\/p>\n

\u9a6c\u65af\u514b\uff1a\u7ed9\u6211\u7279\u65af\u62c925%\u80a1\u4efd \u5426\u5219\u5265\u79bb\u4eba\u5de5\u667a\u80fd\u548c\u673a\u5668\u4eba\u6280\u672f<\/span><\/p>\n

\u7279\u65af\u62c9\u9996\u5e2d\u6267\u884c\u5b98\u57c3\u9686\u00b7\u9a6c\u65af\u514b\u6700\u8fd1\u7684\u4e00\u7bc7\u5e16\u5b50\u4f3c\u4e4e\u5f15\u53d1\u4e86\u53c8\u4e00\u8f6e\u4e89\u8bae\u3002\u8fd9\u4f4d\u79d1\u6280\u4ebf\u4e07\u5bcc\u7fc1\u4f3c\u4e4e\u91cd\u7533\u4e86\u4ed6\u7684\u8981\u6c42\uff0c\u5373\u80a1\u4e1c\u7ed9\u4e88\u4ed6\u7279\u65af\u62c9 25% \u7684\u6240\u6709\u6743\uff0c\u5426\u5219\u4ed6\u5c06\u505c\u6b62\u4e3a\u8be5\u516c\u53f8\u5f00\u53d1\u4eba\u5de5\u667a\u80fd\u548c\u673a\u5668\u4eba\u4ea7\u54c1\u3002\u636eElectrek \u62a5\u9053\uff0c\u6574\u4ef6\u4e8b\u59cb\u4e8e\u9a6c\u65af\u514b\u4e00\u518d\u58f0\u79f0\u7279\u65af\u62c9\u4e0d\u4ec5\u4ec5\u662f\u4e00\u5bb6\u6c7d\u8f66\u516c\u53f8\uff1b\u5b83\u662f\u4eba\u5de5\u667a\u80fd\u548c\u673a\u5668\u4eba\u6280\u672f\u7684\u9886\u5bfc\u8005<\/span><\/p>\n

\u7279\u65af\u62c9\u80a1\u4e1c\u53cd\u5bf9\u9a6c\u65af\u514b3300\u4ebf\u5929\u4ef7\u85aa\u916c \u62d2\u7edd\u8ba9\u5176\u5f1f\u5f1f\u8fde\u4efb\u8463\u4e8b<\/span><\/p>\n

\u5317\u4eac\u65f6\u95f45\u670821\u65e5\uff0c\u4e00\u7fa4\u7279\u65af\u62c9\u80a1\u4e1c\u547c\u5401\u6295\u8d44\u8005\u5728\u80a1\u4e1c\u5927\u4f1a\u4e0a\u6295\u7968\u53cd\u5bf9\u57c3\u9686\u00b7\u9a6c\u65af\u514b(Elon Musk)\u7684460\u4ebf\u7f8e\u5143(\u7ea6\u54083327\u4ebf\u5143\u4eba\u6c11\u5e01)\u5929\u4ef7\u85aa\u916c\u65b9\u6848\uff0c\u5176\u4e2d\u5305\u62ec\u7ebd\u7ea6\u5e02\u5ba1\u8ba1\u957f\u5e03\u62c9\u5fb7\u00b7\u5170\u5fb7(Brad Lander)\u3002 <\/span><\/p>\n

SpaceX\u4e0a\u8c03\u661f\u94fe\u201c\u5168\u7403\u6f2b\u6e38\u201d\u6708\u8d39\uff1a\u6da8\u5e45100% \u901f\u5ea6\u5ab2\u7f8e4G<\/span><\/p>\n

\u8fd1\u65e5\uff0cSpaceX\u7ed9\u51fa\u7684\u516c\u544a\u663e\u793a\uff0c\u63d0\u9ad8\u661f\u94fe\u201c\u5168\u7403\u6f2b\u6e38\u8ba1\u5212\u201d\u7684\u6708\u670d\u52a1\u4ef7\u683c\uff0c\u6da8\u5e45\u8fbe\u5230\u4e86100%\uff0c\u7528\u6237\u7684\u661f\u94fe\u8d39\u7528\u4ece\u6bcf\u6708200\u7f8e\u5143\u63d0\u9ad8\u5230400\u7f8e\u5143\uff08\u6b27\u6d32\u6bcf\u6708\u670d\u52a1\u4ef7\u683c\u4e0a\u6da8\u81f3450\u6b27\u5143\uff09\uff0c\u8d2d\u4e70\u540e30\u5929\u5185\u53d6\u6d88\uff0c\u53ef\u4ee5\u83b7\u5f97\u786c\u4ef6\u548c\u670d\u52a1\u7684\u5168\u989d\u9000\u6b3e\uff1b\u5982\u679c\u662f\u5728\u53bb\u5e74\u8d2d\u4e70\u7684\u786c\u4ef6\uff0c\u53ef\u4ee5\u83b7\u5f97\u4e00\u534a\u9000\u6b3e<\/span><\/p>\n

\u8d6b\u5179\u79df\u8f66\u56e0\u591a\u540d\u7279\u65af\u62c9\u79df\u8f66\u8005\u201c\u672a\u52a0\u6ee1\u6cb9\u201d\u5f52\u8fd8\u7535\u52a8\u6c7d\u8f66\u800c\u5411\u5176\u6536\u8d39<\/span><\/p>\n

\u672c\u6708\u65e9\u4e9b\u65f6\u5019\uff0c\u8d6b\u5179\u516c\u53f8\u56e0\u4e00\u4f4d\u987e\u5ba2\u6ca1\u6709\u5728\u8fd8\u8f66\u65f6\u52a0\u6ee1\u6cb9\u7bb1\u800c\u5411\u5176\u6536\u53d6\u4e86\u8fd1 300 \u7f8e\u5143\u7684\u8d39\u7528\u3002\u8fd9\u4e00\u5411\u662f\u8f66\u8f86\u79df\u8d41\u548c\u642c\u5bb6\u5361\u8f66\u516c\u53f8\u7684\u6807\u51c6\u505a\u6cd5\u3002\u4e0d\u8fc7\uff0c\u6709\u8da3\u7684\u662f\uff0c\u8fd9\u6b21\u4ed6\u4eec\u79df\u7684\u662f\u4e00\u8f86\u7279\u65af\u62c9\u7535\u52a8\u6c7d\u8f66<\/span><\/p>\n

\u6c83\u5c14\u6c83\u4e0eAurora\u5408\u4f5c\u63a8\u51fa\u81ea\u52a8\u9a7e\u9a76\u534a\u6302\u5361\u8f66<\/span><\/p>\n

\u6c83\u5c14\u6c83\u62ab\u9732\u4e86\u5176\u4e0e\u81ea\u52a8\u9a7e\u9a76\u6280\u672f\u516c\u53f8\u6781\u5149\uff08Aurora\uff09\u5408\u4f5c\u5236\u9020\u7684\u9996\u8f86”\u53ef\u91cf\u4ea7”\u81ea\u52a8\u9a7e\u9a76\u5361\u8f66\u3002\u8fd9\u8f86\u5361\u8f66\u4ee5\u6c83\u5c14\u6c83\u65b0\u578b VNL \u4e3a\u57fa\u7840\uff0c\u662f\u4e13\u4e3a\u957f\u9014\u8fd0\u8f93\u6253\u9020\u7684 8 \u7ea7\u534a\u6302\u5361\u8f66\u3002\u8be5\u5361\u8f66\u7684\u81ea\u52a8\u9a7e\u9a76\u7248\u672c\u914d\u5907\u4e86\u4e00\u7cfb\u5217\u4f20\u611f\u5668\u548c\u6444\u50cf\u5934\uff0c\u4e3a Aurora \u7684 4 \u7ea7\u81ea\u52a8\u9a7e\u9a76\u7cfb\u7edf\u63d0\u4f9b\u52a8\u529b\uff0c\u4f7f\u5361\u8f66\u80fd\u591f\u5728\u65e0\u4eba\u9a7e\u9a76\u7684\u60c5\u51b5\u4e0b\u8fd0\u884c\u3002\u4e24\u5bb6\u516c\u53f8\u8868\u793a\uff0c\u8be5\u5361\u8f66\u662f\u4e3a Aurora \u7684\u81ea\u52a8\u9a7e\u9a76\u786c\u4ef6\u548c\u8f6f\u4ef6\u5806\u6808”\u4e13\u95e8\u8bbe\u8ba1\u548c\u5236\u9020”\u7684<\/span><\/p>\n

SK\u6d77\u529b\u58eb\u6b63\u5728HBM\u5185\u5b58\u82af\u7247\u9886\u57df\u5904\u4e8e\u9886\u5148\u5730\u4f4d \u4e09\u661f\u4e3a\u6b64\u64a4\u6362\u82af\u7247\u4e3b\u7ba1<\/span><\/p>\n

\u97e9\u56fd\u6700\u5927\u516c\u53f8\u4e09\u661f\u4efb\u547d Jun Young Hyun \u4e3a\u5176\u6700\u91cd\u8981\u4e1a\u52a1\u7ebf\u7684\u65b0\u9886\u5bfc\u4eba\u3002\u4ed6\u63a5\u66ff\u4e86 Kyung Kye-hyun\uff0c\u540e\u8005\u5c06\u9886\u5bfc\u4e09\u661f\u5148\u8fdb\u6280\u672f\u7814\u7a76\u9662\u548c\u672a\u6765\u4e1a\u52a1\u56e2\u961f\u3002Jun \u4e8e 2000 \u5e74\u52a0\u5165\u8be5\u90e8\u95e8\uff0c\u5e2e\u52a9\u516c\u53f8\u5f00\u53d1\u4e86\u7528\u4e8e\u667a\u80fd\u624b\u673a\u548c\u670d\u52a1\u5668\u7684\u57fa\u672c DRAM \u548c\u95ea\u5b58\u82af\u7247<\/span><\/p>\n

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\u4ee5\u592a\u574a\u73b0\u8d27ETF\u83b7\u6279\u7387\u5347\u81f375%\u80cc\u540e \u52a0\u5bc6\u8d44\u4ea7\u5f00\u59cb\u5f71\u54cd\u7f8e\u56fd\u5927\u9009<\/span><\/p>\n

\u6709\u591a\u5c11\u4eba\u88abETH\u6da8\u9192\uff1f\u5f6d\u535a\u793e\u7684 ETF \u5206\u6790\u5e08 Eric Balchunas \u7a81\u7136\u51fa\u4eba\u610f\u6599\u5730\u5c06\u73b0\u8d27 ETH ETF \u6279\u51c6\u7684\u51e0\u7387\u4ece 25% \u63d0\u9ad8\u5230 75%\uff0c\u4ed6\u8868\u793a\uff0c\u4eca\u5929\u4e0b\u5348\u542c\u5230\u4e00\u4e9b\u4f20\u95fb\u79f0\uff0cSEC \u53ef\u80fd\u4f1a\u5728\u8fd9\u4e2a\u95ee\u9898\u4e0a\u505a180 \u5ea6\u5927\u8f6c\u5f2f\uff08\u8fd9\u4e2a\u95ee\u9898\u8d8a\u6765\u8d8a\u653f\u6cbb\u5316\uff09\uff0c\u6240\u4ee5\u73b0\u5728\u5927\u5bb6\u90fd\u5728\u62fc\u547d\u51c6\u5907<\/span><\/p>\n

\u7406\u60f3\u6c7d\u8f66\u6e2f\u80a1\u5927\u8dcc\u8d8518% \u521b\u8fd1\u4e00\u5e74\u65b0\u4f4e<\/span><\/p>\n

5\u670821\u65e5\uff0c\u7406\u60f3\u6c7d\u8f66(HK:02015)\u6e2f\u80a1\u76d8\u4e2d\u5927\u8dcc\uff0c\u622a\u81f3\u53d1\u7a3f\u80a1\u4ef7\u8dcc\u8d8518%\uff0c\u62a581\u6e2f\u5143\uff0c\u521b\u4e0b\u8fd1\u4e00\u5e74\u65b0\u4f4e\u3002\u7f8e\u80a1\u65b9\u9762\uff0c\u7406\u60f3\u6c7d\u8f66(NASDAQ:LI)\u6628\u65e5\u6536\u76d8\u8dcc\u8d8512%\uff0c\u62a521.71\u7f8e\u5143\u3002\u7406\u60f3\u6c7d\u8f66\u80a1\u4ef7\u4e0b\u8dcc\u7684\u4e3b\u8981\u539f\u56e0\u662f\u5176\u7b2c\u4e00\u5b63\u5ea6\u4e1a\u7ee9\u8868\u73b0\u4e0d\u53ca\u9884\u671f\u3002\u8d22\u62a5\u6570\u636e\u663e\u793a\uff0c\u7406\u60f3\u6c7d\u8f66\u7b2c\u4e00\u5b63\u5ea6\u8425\u6536\u4e3a256\u4ebf\u5143\u4eba\u6c11\u5e01\uff0c\u540c\u6bd4\u589e\u957f36.4%\uff0c\u73af\u6bd4\u51cf\u5c1138.6%\uff0c\u4f4e\u4e8e\u5e02\u573a\u9884\u671f\u7684255.8\u4ebf\u5143<\/span><\/p>\n

\u53f0\u79ef\u7535CoWoS\u5148\u8fdb\u5c01\u88c5\u4ea7\u80fd\u544a\u6025 \u6839\u672c\u65e0\u6cd5\u6ee1\u8db3AI GPU\u9700\u6c42<\/span><\/p>\n

\u968f\u7740\u4eba\u5de5\u667a\u80fd\u6280\u672f\u7684\u98de\u901f\u53d1\u5c55\uff0c\u6570\u636e\u4e2d\u5fc3GPU\u9700\u6c42\u6fc0\u589e\uff0c\u7279\u522b\u662f\u82f1\u4f1f\u8fbeH100\u7b49AI\u82af\u7247\u9700\u6c42\u91cf\u7684\u5927\u5e45\u4e0a\u5347\uff0c\u5bfc\u81f4\u53f0\u79ef\u7535\u9762\u4e34CoWoS\u5148\u8fdb\u5c01\u88c5\u6280\u672f\u7684\u4ea7\u80fd\u5371\u673a\u3002\u636eTrendforce\u62a5\u9053\uff0c\u5927\u578b\u4e91\u7aef\u670d\u52a1\u4f9b\u5e94\u5546\u5982\u5fae\u8f6f\u3001\u8c37\u6b4c\u3001\u4e9a\u9a6c\u900a\u548cMeta\u6b63\u5728\u4e0d\u65ad\u6269\u5927\u5176\u4eba\u5de5\u667a\u80fd\u57fa\u7840\u8bbe\u65bd\uff0c\u9884\u8ba1\u4eca\u5e74\u7684\u603b\u8d44\u672c\u652f\u51fa\u5c06\u8fbe\u52301700\u4ebf\u7f8e\u5143<\/span><\/p>\n

\u7279\u65af\u62c9\u52a0\u5dde\u5f17\u91cc\u8499\u7279\u5de5\u5382\u53d1\u751f\u706b\u707e<\/span><\/p>\n

\u6839\u636e\u52a0\u5dde\u5f17\u91cc\u8499\u7279\u6d88\u9632\u5c40\u5728\u793e\u4ea4\u7f51\u7edcX\u4e0a\u53d1\u5e03\u7684\u4e00\u4efd\u58f0\u660e\uff0c\u5f53\u5730\u65f6\u95f4\u5468\u4e00\u4e0b\u5348\uff0c\u7279\u65af\u62c9\u4f4d\u4e8e\u52a0\u5dde\u5f17\u91cc\u8499\u7279\u7684\u6c7d\u8f66\u88c5\u914d\u5382\u53d1\u751f\u706b\u707e\u3002\u6d88\u9632\u90e8\u95e8\u8868\u793a\uff0c\u73b0\u573a\u6ca1\u6709\u5458\u5de5\u548c\u6d88\u9632\u5458\u53d7\u4f24\u7684\u62a5\u544a\u3002\u706b\u707e\u53d1\u751f\u5728\u5f53\u5730\u65f6\u95f4\u5468\u4e00\u4e0b\u53485\u70b9\u4e4b\u524d\uff0c\u5730\u70b9\u662f\u5f17\u91cc\u8499\u7279\u5927\u905345500\u53f7\u7684\u7279\u65af\u62c9\u5de5\u5382\uff0c\u6d88\u9632\u90e8\u95e8\u6d3e\u51fa\u6d88\u9632\u5458\u524d\u5f80\u6551\u706b\uff0c\u4f46\u6ca1\u6709\u900f\u9732\u5177\u4f53\u4eba\u6570<\/span><\/p>\n

2024Q1\u5168\u7403\u667a\u80fd\u624b\u673aAP\u5e02\u573a\uff1a\u5c55\u9510\u51fa\u8d27\u66b4\u6da864% \u6d77\u601d\u51fa\u8d27800\u4e07\u9897<\/span><\/p>\n

5\u670820\u65e5\uff0c\u77e5\u540d\u8c03\u7814\u673a\u6784Canalys\u516c\u5e03\u4e862024\u5e74\u4e00\u5b63\u5ea6\u5168\u7403\u667a\u80fd\u624b\u673a\u5904\u7406\u5668\uff08AP\uff09\u5e02\u573a\u62a5\u544a\u663e\u793a\uff0c\u8054\u53d1\u79d1\u4ee539%\u7684\u51fa\u8d27\u91cf\u5e02\u573a\u4efd\u989d\u7a33\u5c45\u7b2c\u4e00\uff0c\u5982\u679c\u4ee5\u9500\u552e\u989d\u5360\u6bd4\u6765\u770b\uff0c\u82f9\u679c\u5219\u4ee541%\u5e02\u573a\u4efd\u989d\u6392\u540d\u7b2c\u4e00<\/span><\/p>\n

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\u4eca\u65e5\uff0c\u767e\u5ea6\u667a\u80fd\u4e91\u5ba3\u5e03\u6587\u5fc3\u5927\u6a21\u578b\u7684\u4e24\u6b3e\u4e3b\u529b\u6a21\u578bENIRE Speed\u3001ENIRE Lite\u5168\u9762\u514d\u8d39\uff0c\u5373\u523b\u751f\u6548\u3002\u8fd9\u4e24\u6b3e\u5927\u6a21\u578b\u4eca\u5e743\u6708\u53d1\u5e03\uff0c\u5747\u652f\u63018K\u548c128k\u4e0a\u4e0b\u6587\u957f\u5ea6\u3002\u636e\u4e86\u89e3\uff0cERNIE Lite\u662f\u767e\u5ea6\u81ea\u7814\u7684\u8f7b\u91cf\u7ea7\u5927\u8bed\u8a00\u6a21\u578b\uff0c\u517c\u987e\u4f18\u5f02\u7684\u6a21\u578b\u6548\u679c\u4e0e\u63a8\u7406\u6027\u80fd\uff0c\u9002\u5408\u4f4e\u7b97\u529bAI\u52a0\u901f\u5361\u63a8\u7406\u4f7f\u7528<\/span><\/p>\n

\u673a\u6784\u9884\u8ba1AI\u8fd0\u7b97\u9700\u6c42\u5e26\u52a8RISC-V\u82af\u7247\u7684\u51fa\u8d27\u91cf\u6bcf\u5e74\u589e\u957f50%<\/span><\/p>\n

\u672a\u6765\u51e0\u5e74\uff0c\u5f00\u6e90 RISC-V \u6307\u4ee4\u96c6\u67b6\u6784\u5c06\u5448\u73b0\u7206\u70b8\u5f0f\u589e\u957f\uff0c\u4e3b\u8981\u539f\u56e0\u662f\u5404\u884c\u5404\u4e1a\u5bf9\u4eba\u5de5\u667a\u80fd\uff08AI\uff09\u7684\u9700\u6c42\u4e0d\u65ad\u589e\u957f\u3002\u636e\u6280\u672f\u7814\u7a76\u516c\u53f8 Omdia \u7684\u6700\u65b0\u9884\u6d4b\uff0c\u57fa\u4e8e RISC-V \u7684\u82af\u7247\u51fa\u8d27\u91cf\u5728 2024 \u5e74\u81f3 2030 \u5e74\u671f\u95f4\u5c06\u4ee5\u60ca\u4eba\u7684 50% \u5e74\u589e\u957f\u7387\u731b\u589e\uff0c\u5230 2030 \u5e74\u5c06\u8fbe\u5230\u60ca\u4eba\u7684 170 \u4ebf\u4e2a RISC-V \u5355\u5143<\/span><\/p>\n

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SpaceX\u9996\u5e2d\u6267\u884c\u5b98\u57c3\u9686\u00b7\u9a6c\u65af\u514b\u5468\u4e00\u8868\u793a\uff0c\u4ed6\u7684\u536b\u661f\u53d1\u5c04\u516c\u53f8\u4eca\u5e74\u5c06\u628a\u5168\u740390%\u4ee5\u4e0a\u7684\u6709\u6548\u8f7d\u8377\u9001\u5165\u8f68\u9053\uff0c\u5e76\u8865\u5145\u8bf4\uff0c\u7ade\u4e89\u5bf9\u624b\u53ef\u4ee5\u968f\u4fbf\u6284\u88ad\u8be5\u516c\u53f8\u53ca\u5176\u4ea7\u54c1\u3002\u9a6c\u65af\u514b\u5728X\u4e0a\u5199\u9053\uff1a\u201c\u4eca\u5e74\u665a\u4e9b\u65f6\u5019\uff0cSpaceX\u53ef\u80fd\u4f1a\u5c06\u5168\u7403\u8d85\u8fc790%\u7684\u6709\u6548\u8f7d\u8377\u9001\u5165\u8f68\u9053\u3002\u4e00\u65e6\u661f\u8230\u98de\u8239\u4ee5\u9ad8\u901f\u7387\u53d1\u5c04\uff0c\u53ef\u80fd\u4f1a\u8d85\u8fc799%\u3002\u5fc5\u987b\u8fd9\u6837\uff0c\u5426\u5219\u6211\u4eec\u5c31\u4e0d\u80fd\u5728\u706b\u661f\u4e0a\u5efa\u57ce\u5e02\uff0c\u4e5f\u4e0d\u80fd\u5728\u6708\u7403\u4e0a\u5efa\u57fa\u5730\u3002\u6211\u4eec\u51e0\u4e4e\u6ca1\u6709\u7533\u8bf7\u4e13\u5229\uff0c\u6240\u4ee5\u6ca1\u6709\u4ec0\u4e48\u80fd\u963b\u6b62\u7ade\u4e89\u5bf9\u624b\u6284\u88ad\u6211\u4eec<\/span><\/p>\n

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