{"id":595,"date":"2026-05-12T16:09:06","date_gmt":"2026-05-12T16:09:06","guid":{"rendered":"https:\/\/equitiesorbis.com\/%e6%97%a5%e6%9c%ac-ai-%e5%8d%8a%e5%af%bc%e4%bd%93%e5%a4%8d%e5%85%b4%ef%bc%9a%e6%9c%89%e6%9c%9b%e4%b8%bb%e5%af%bc%e4%b8%8b%e4%b8%80%e4%b8%aa%e5%91%a8%e6%9c%9f%e7%9a%84%e4%ba%94%e5%8f%aa%e8%82%a1\/"},"modified":"2026-06-08T19:03:33","modified_gmt":"2026-06-08T19:03:33","slug":"%e6%97%a5%e6%9c%ac-ai-%e5%8d%8a%e5%af%bc%e4%bd%93%e5%a4%8d%e5%85%b4%ef%bc%9a%e6%9c%89%e6%9c%9b%e4%b8%bb%e5%af%bc%e4%b8%8b%e4%b8%80%e4%b8%aa%e5%91%a8%e6%9c%9f%e7%9a%84%e4%ba%94%e5%8f%aa%e8%82%a1","status":"publish","type":"post","link":"https:\/\/equitiesorbis.com\/zh-hans\/%e6%97%a5%e6%9c%ac-ai-%e5%8d%8a%e5%af%bc%e4%bd%93%e5%a4%8d%e5%85%b4%ef%bc%9a%e6%9c%89%e6%9c%9b%e4%b8%bb%e5%af%bc%e4%b8%8b%e4%b8%80%e4%b8%aa%e5%91%a8%e6%9c%9f%e7%9a%84%e4%ba%94%e5%8f%aa%e8%82%a1\/","title":{"rendered":"\u65e5\u672c AI \u534a\u5bfc\u4f53\u590d\u5174\uff1a\u6709\u671b\u4e3b\u5bfc\u4e0b\u4e00\u4e2a\u5468\u671f\u7684\u4e94\u53ea\u80a1\u7968"},"content":{"rendered":"\n<p><strong>\u6295\u8d44\u65e5\u672c\u80a1\u7968\u7684\u7ed3\u6784\u6027\u903b\u8f91<\/strong><\/p>\n\n<p>\u5728\u7ed3\u6784\u6027\u5229\u597d\u56e0\u7d20\u4e0e\u5168\u7403\u5bf9\u4eba\u5de5\u667a\u80fd\u57fa\u7840\u8bbe\u65bd\u6781\u5ea6\u6e34\u671b\u7684\u5171\u540c\u63a8\u52a8\u4e0b\uff0c\u65e5\u672c\u80a1\u7968\u5e02\u573a\u6b63\u7ecf\u5386\u4e00\u573a\u5386\u53f2\u6027\u7684\u53d8\u9769\u3002<a href=\"https:\/\/www.nikkei.com\/markets\/kabu\/\">\u65e5\u7ecf 225<\/a> \u6307\u6570\u7a81\u7834 62,000 \u70b9\u5927\u5173\uff0c\u8fd9\u4e0d\u4ec5\u4ee3\u8868\u7740\u4e00\u6b21\u5468\u671f\u6027\u53cd\u5f39\uff0c\u66f4\u6807\u5fd7\u7740\u65e5\u672c\u5728\u5168\u7403\u6280\u672f\u4f9b\u5e94\u94fe\u4e2d\u89d2\u8272\u7684\u6839\u672c\u6027\u4f30\u503c\u91cd\u5851\u3002\u5341\u5e74\u524d\uff0c\u65e5\u672c\u5e02\u503c\u7684\u9886\u5934\u7f8a\u4e3b\u8981\u662f\u4f20\u7edf\u6c7d\u8f66\u5236\u9020\u5546\u548c\u7535\u4fe1\u5de8\u5934\u3002\u800c\u4eca\u5929\uff0c\u4e1c\u4eac\u8bc1\u5238\u4ea4\u6613\u6240\u5e02\u503c\u524d\u5341\u7684\u516c\u53f8\u4e2d\u6709\u56db\u5bb6\u662f\u534a\u5bfc\u4f53\u76f8\u5173\u5b9e\u4f53\uff1a\u8f6f\u94f6\u96c6\u56e2\u3001\u4e1c\u4eac\u7535\u5b50\u3001\u94e0\u4fa0\u548c\u7231\u5fb7\u4e07\u6d4b\u8bd5\u3002\u8fd9\u4e00\u91cd\u5927\u8f6c\u53d8\u51f8\u663e\u4e86\u65e5\u672c\u4f5c\u4e3a AI \u786c\u4ef6\u751f\u6001\u7cfb\u7edf\u4e2d\u4e0d\u53ef\u6216\u7f3a\u8282\u70b9\u7684\u518d\u5ea6\u5d1b\u8d77\u3002    <\/p>\n\n<p>\u5b8f\u89c2\u73af\u5883\u4f9d\u7136\u63d0\u4f9b\u4e86\u6781\u5927\u7684\u652f\u6491\u3002\u6301\u7eed\u75b2\u8f6f\u7684\u65e5\u5143\u4e3a\u51fa\u53e3\u5bfc\u5411\u578b\u79d1\u6280\u516c\u53f8\u5e26\u6765\u4e86\u5b9e\u8d28\u6027\u7684\u76c8\u5229\u5229\u597d\uff0c\u589e\u5f3a\u4e86\u5176\u5168\u7403\u7ade\u4e89\u529b\u3002\u4e0e\u6b64\u540c\u65f6\uff0c\u4e1c\u4eac\u8bc1\u5238\u4ea4\u6613\u6240\u4e25\u683c\u7684\u516c\u53f8\u6cbb\u7406\u6539\u9769\u2014\u2014\u8981\u6c42\u5e02\u51c0\u7387\u4f4e\u4e8e 1 \u500d\u7684\u516c\u53f8\u62ab\u9732\u6539\u5584\u8ba1\u5212\u2014\u2014\u6b63\u8feb\u4f7f\u7ba1\u7406\u56e2\u961f\u4f18\u5148\u8003\u8651\u8d44\u672c\u6548\u7387\u548c\u80a1\u4e1c\u56de\u62a5\uff0c\u4ece\u800c\u91ca\u653e\u4e86\u6574\u4e2a\u5e02\u573a\u957f\u671f\u86f0\u4f0f\u7684\u4ef7\u503c\u3002\u968f\u7740\u4e09\u661f\u548c\u94e0\u4fa0\u5c06\u4ea7\u80fd\u8f6c\u5411\u5148\u8fdb\u7684 AI \u4f18\u5316\u4ea7\u54c1\uff0cNAND \u95ea\u5b58\u4ef7\u683c\u5728\u5355\u6708\u5185\u98d9\u5347\u4e86 63%\uff0c\u800c\u4f20\u7edf\u7684 2D NAND \u4ef7\u683c\u5728\u516d\u4e2a\u6708\u5185\u66b4\u6da8\u4e86 300%\u3002   <\/p>\n\n<p>\u7136\u800c\uff0c\u6700\u5f3a\u6709\u529b\u7684\u50ac\u5316\u5242\u662f\u65e5\u672c\u5728 AI \u786c\u4ef6\u4ef7\u503c\u94fe\u4e2d\u7684\u72ec\u7279\u5730\u4f4d\u3002\u867d\u7136\u7b2c\u4e00\u6ce2 AI \u6295\u8d44\u4e3b\u8981\u9752\u7750\u7528\u4e8e\u8bad\u7ec3\u5e94\u7528\u7684\u9ad8\u5e26\u5bbd\u5185\u5b58 (HBM)\uff0c\u4f46\u4ece 2027 \u5e74\u5f00\u59cb\u5373\u5c06\u7206\u53d1\u7684 AI \u63a8\u7406\u5de5\u4f5c\u8d1f\u8f7d\u5c06\u6210\u500d\u589e\u52a0\u5bf9\u5148\u8fdb\u5b58\u50a8\u89e3\u51b3\u65b9\u6848\u7684\u9700\u6c42\u2014\u2014\u5305\u62ec AI \u56fa\u6001\u786c\u76d8\u3001\u9ad8\u5e26\u5bbd\u95ea\u5b58 (HBF) \u548c\u5b58\u50a8\u7ea7\u5185\u5b58 (SCM)\u3002\u8fd9\u79cd\u7ed3\u6784\u6027\u8f6c\u578b\u4e3a\u6295\u8d44\u8005\u63d0\u4f9b\u4e86\u4e00\u4e2a\u6781\u5177\u5438\u5f15\u529b\u7684\u673a\u4f1a\uff0c\u4f7f\u5176\u80fd\u5728\u63a8\u7406\u5468\u671f\u6b63\u5f0f\u5f00\u59cb\u524d\uff0c\u5e03\u5c40\u4e3b\u8981\u7684\u65e5\u672c\u53d7\u76ca\u4f01\u4e1a\u3002  <\/p>\n\n<p><strong>\u94e0\u4fa0\u63a7\u80a1\u516c\u53f8 (TSE: 285A)<\/strong><\/p>\n\n<p>\u81ea 2024 \u5e74 12 \u6708 18 \u65e5\u9996\u6b21\u516c\u5f00\u52df\u80a1\u4ee5\u6765\uff0c\u94e0\u4fa0\u7ecf\u5386\u4e86\u524d\u6240\u672a\u6709\u7684\u4f30\u503c\u91cd\u5851\u3002\u8be5\u80a1\u5e74\u521d\u81f3\u4eca\u5df2\u98d9\u5347\u7ea6 359%\uff0c\u80a1\u4ef7\u5728 2026 \u5e74 5 \u6708 11 \u65e5\u8fbe\u5230 49,430 \u65e5\u5143\u7684\u5386\u53f2\u65b0\u9ad8\u3002\u5176\u5e02\u503c\u76ee\u524d\u8fbe\u5230 26 \u4e07\u4ebf\u65e5\u5143\uff082,400 \u4ebf\u7f8e\u5143\uff09\uff0c\u8d85\u8d8a\u672c\u7530\u6c7d\u8f66\u6210\u4e3a\u65e5\u672c\u7b2c\u56db\u5927\u4e0a\u5e02\u516c\u53f8\u2014\u2014\u4e0e\u5176\u4e0a\u5e02\u4e4b\u521d\u5e02\u503c\u4f4e\u4e8e 0.8 \u4e07\u4ebf\u65e5\u5143\u3001\u6392\u540d\u7b2c 43 \u4f4d\u7684\u72b6\u51b5\u76f8\u6bd4\uff0c\u8fd9\u662f\u4e00\u6b21\u60ca\u4eba\u7684\u98de\u8dc3\u3002\u8be5\u516c\u53f8\u524d\u8eab\u4e3a\u4e1c\u829d\u5b58\u50a8\uff0c\u4e8e 2018 \u5e74\u4ece\u6bcd\u516c\u53f8\u5265\u79bb\uff0c\u5e76\u5728\u5176\u867d\u63a8\u8fdf\u4f46\u6700\u7ec8\u5927\u83b7\u6210\u529f\u7684\u4e0a\u5e02\u4e4b\u524d\uff0c\u7531 <a href=\"https:\/\/www.baincapital.com\/\">\u8d1d\u6069\u8d44\u672c<\/a> (Bain Capital) \u8fdb\u884c\u4e86\u8d44\u672c\u91cd\u7ec4\u3002   <\/p>\n\n<p>\u94e0\u4fa0\u7684\u4ea7\u54c1\u8def\u7ebf\u56fe\u4e0e AI \u751f\u6001\u7cfb\u7edf\u4e0d\u65ad\u53d8\u5316\u7684\u9700\u6c42\u9ad8\u5ea6\u5951\u5408\u3002\u8be5\u516c\u53f8\u57fa\u4e8e\u7b2c\u516b\u4ee3 BiCS FLASH TLC \u6280\u672f\u7684 <strong>CM9 \u7cfb\u5217\u4f01\u4e1a\u7ea7 AI SSD<\/strong> \u7684\u5168\u5e74\u4ea7\u80fd\u5df2\u552e\u7f44\uff0c\u53cd\u6620\u51fa\u8d85\u5927\u89c4\u6a21\u6570\u636e\u4e2d\u5fc3\u5bf9\u9ad8\u6027\u80fd\u5b58\u50a8\u7684\u65fa\u76db\u9700\u6c42\u3002\u6b64\u5916\uff0c\u94e0\u4fa0\u8ba1\u5212\u4e8e 2026 \u5e74\u5e95\u5f00\u59cb\u91cf\u4ea7\u5176 <strong>GP \u7cfb\u5217 SSD<\/strong>\u3002\u8fd9\u4e9b\u9a71\u52a8\u5668\u57fa\u4e8e XL-FLASH \u4f4e\u5ef6\u8fdf\u5b58\u50a8\u7ea7\u5185\u5b58\uff0c\u80fd\u591f\u5b9e\u73b0 1,000 \u4e07 IOPS\uff0c\u4e13\u4e3a\u6ee1\u8db3 NVIDIA \u53ca\u5176\u4ed6\u9886\u5148 AI \u52a0\u901f\u5668\u5236\u9020\u5546\u7684\u5927\u91cf\u8ba2\u5355\u800c\u8bbe\u8ba1\u3002   <\/p>\n\n<p>\u5c55\u671b\u672a\u6765\uff0c\u94e0\u4fa0\u7814\u53d1\u7684 <strong>\u9ad8\u5e26\u5bbd\u95ea\u5b58 (HBF)<\/strong> \u4ee3\u8868\u4e86\u5b58\u50a8\u67b6\u6784\u7684\u8303\u5f0f\u8f6c\u53d8\u3002\u539f\u578b\u82af\u7247\u62e5\u6709 5TB \u5bb9\u91cf\u548c 64 GB\/s \u7684\u6301\u7eed\u5e26\u5bbd\uff0c\u800c\u529f\u8017\u4f4e\u4e8e 40W\u2014\u2014\u5b9e\u73b0\u4e86\u6bcf\u74e6\u7ea6 1.6 GB\/s \u7684\u60ca\u4eba\u6548\u7387\u3002\u8fd9\u662f\u901a\u8fc7\u91c7\u7528\u4e32\u884c\u4e92\u8fde\u7684\u72ec\u7279\u201c\u83ca\u82b1\u94fe\u201d\u73af\u5f62\u62d3\u6251\uff0c\u7ed3\u5408 128 Gbps PAM4 \u9ad8\u901f\u6536\u53d1\u5668\u3001\u95ea\u5b58\u9884\u53d6\u903b\u8f91\u548c\u5206\u5e03\u5f0f\u72ec\u7acb\u63a7\u5236\u5668\u67b6\u6784\u5b9e\u73b0\u7684\u3002HBF \u4e13\u4e3a\u63a8\u7406\u65f6\u4ee3\u6253\u9020\uff0c\u5728\u8be5\u65f6\u4ee3\uff0c\u6d77\u91cf\u7684\u6a21\u578b\u6743\u91cd\u5fc5\u987b\u4ee5\u6781\u4f4e\u7684\u5ef6\u8fdf\u8fdb\u884c\u5904\u7406\u3002   <\/p>\n\n<p>\u6216\u8bb8\u6700\u5f15\u4eba\u6ce8\u76ee\u7684\u662f\uff0c\u94e0\u4fa0\u6b63\u5728\u63a8\u8fdb <strong>OCTRAM<\/strong> \u7684\u7814\u53d1\uff0c\u8fd9\u662f\u4e00\u79cd IGZO \u6c27\u5316\u7269\u534a\u5bfc\u4f53 3D DRAM \u6280\u672f\u3002\u94e0\u4fa0\u5df2\u6210\u529f\u9a8c\u8bc1\u4e86\u5177\u6709\u8d85\u4f4e\u6f0f\u7535\u63a7\u5236\u7684 8 \u5c42\u5806\u53e0\u6676\u4f53\u7ba1\uff0cOCTRAM \u6709\u6f5c\u529b\u901a\u8fc7\u4ee5\u663e\u8457\u964d\u4f4e\u7684\u529f\u8017\u548c\u6210\u672c\u63d0\u4f9b\u76f8\u5f53\u7684\u5e26\u5bbd\uff0c\u4ece\u800c\u98a0\u8986\u73b0\u6709\u7684 HBM \u5e02\u573a\u3002\u8fd9\u4f7f\u94e0\u4fa0\u4e0d\u4ec5\u662f\u4e00\u5bb6\u5b58\u50a8\u516c\u53f8\uff0c\u66f4\u6210\u4e3a\u5185\u5b58\u5c42\u7ea7\u7ed3\u6784\u672c\u8eab\u7684\u6f5c\u5728\u7ade\u4e89\u8005\u3002  <\/p>\n\n<p><strong>\u8d22\u52a1\u6458\u8981<\/strong><\/p>\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><td><strong>\u6307\u6807<\/strong><\/td><td><strong>2025 \u8d22\u5e74\uff08\u5b9e\u9645\/\u6307\u5f15\uff09<\/strong><\/td><td><strong>2026 \u8d22\u5e74\uff08\u5e02\u573a\u9884\u671f\uff09<\/strong><\/td><\/tr><tr><td><strong>\u8425\u6536<\/strong><strong><\/strong><\/td><td>2.18 \u4e07\u4ebf \u2013 2.27 \u4e07\u4ebf\u65e5\u5143\uff08\u540c\u6bd4\u589e\u957f 28\u201333%\uff09<\/td><td>\u2014<\/td><\/tr><tr><td><strong>\u8425\u4e1a\u5229\u6da6<\/strong><\/td><td>7,095 \u4ebf \u2013 7,995 \u4ebf\u65e5\u5143<\/td><td>\u7ea6 4.0 \u4e07\u4ebf\u65e5\u5143\uff08\u589e\u957f\u7ea6 4 \u500d\uff09<\/td><\/tr><tr><td><strong>\u51c0\u5229\u6da6<\/strong><strong><\/strong><\/td><td>4,537 \u4ebf \u2013 5,137 \u4ebf\u65e5\u5143<\/td><td>\u7ea6 2.4 \u4e07\u4ebf\u65e5\u5143<\/td><\/tr><tr><td><strong>\u5e02\u503c<\/strong><\/td><td>26 \u4e07\u4ebf\u65e5\u5143 (2,400 \u4ebf\u7f8e\u5143)<\/td><td>\u2014<\/td><\/tr><\/tbody><\/table><\/figure>\n\n<p>\u5206\u6790\u5e08\u4e00\u81f4\u8bc4\u7ea7\uff1a<strong>\u4e70\u5165<\/strong>\u3002\u5927\u548c\u8bc1\u5238\u5df2\u8bbe\u5b9a 12 \u4e2a\u6708\u76ee\u6807\u4ef7\u4e3a 50,000 \u65e5\u5143\u3002\u9274\u4e8e\u5176\u5f3a\u5927\u7684\u6280\u672f\u50a8\u5907\u4ee5\u53ca\u5373\u5c06\u5230\u6765\u7684\u63a8\u7406\u9a71\u52a8\u578b\u5b58\u50a8\u9700\u6c42\u6fc0\u589e\uff0c\u94e0\u4fa0\u662f\u4efb\u4f55\u4e13\u6ce8\u4e8e\u79d1\u6280\u7684\u6295\u8d44\u7ec4\u5408\u4e2d\u7684\u6838\u5fc3\u8d44\u4ea7\u3002  <\/p>\n\n<p><strong>\u8bc4\u7ea7\uff1a\u4e70\u5165<\/strong><\/p>\n\n<p><strong>TDK \u682a\u5f0f\u4f1a\u793e (TSE: 6762)<\/strong><\/p>\n\n<p>TDK \u5df2\u6210\u4e3a AI \u9769\u547d\u7684\u9690\u5f62\u53d7\u76ca\u8005\uff0c\u5728\u5bf9\u5148\u8fdb\u7535\u5b50\u5143\u4ef6\u7684\u65e0\u9650\u9700\u6c42\u9a71\u52a8\u4e0b\uff0c\u5176\u80a1\u7968\u4f30\u503c\u5927\u5e45\u98d9\u5347\u3002\u968f\u7740 AI \u786c\u4ef6\u590d\u6742\u6027\u7684\u589e\u52a0\u2014\u2014\u4f34\u968f\u7740\u66f4\u9ad8\u7684\u529f\u7387\u5bc6\u5ea6\u3001\u66f4\u590d\u6742\u7684\u6563\u70ed\u7ba1\u7406\u8981\u6c42\u4ee5\u53ca\u5448\u6307\u6570\u7ea7\u589e\u957f\u7684\u6570\u636e\u541e\u5410\u91cf\u2014\u2014\u5bf9\u9ad8\u6027\u80fd\u65e0\u6e90\u5143\u4ef6\u3001\u7cbe\u5bc6\u4f20\u611f\u5668\u548c\u5148\u8fdb\u80fd\u6e90\u8bbe\u5907\u7684\u9700\u6c42\u4e5f\u6309\u6bd4\u4f8b\u589e\u957f\u3002TDK \u5728\u591a\u5c42\u9676\u74f7\u7535\u5bb9\u5668 (MLCC)\u3001\u8584\u819c\u7535\u611f\u5668\u548c\u7535\u6c60\u6280\u672f\u65b9\u9762\u7684\u9886\u5148\u5730\u4f4d\uff0c\u4f7f\u5176\u6210\u4e3a\u4e0b\u4e00\u4ee3 <a href=\"https:\/\/www.tdk.com\/en\/index.html\">\u6570\u636e\u4e2d\u5fc3<\/a> \u548c AI \u52a0\u901f\u5668\u6a21\u5757\u4e0d\u53ef\u6216\u7f3a\u7684\u4f9b\u5e94\u5546\u3002\u8be5\u516c\u53f8\u80fd\u591f\u6301\u7eed\u4ea4\u4ed8\u6ee1\u8db3\u5148\u8fdb AI \u7cfb\u7edf\u4e25\u82db\u70ed\u5b66\u548c\u7535\u5b66\u8981\u6c42\u7684\u7ec4\u4ef6\uff0c\u786e\u4fdd\u4e86\u7ade\u4e89\u5bf9\u624b\u96be\u4ee5\u5927\u89c4\u6a21\u590d\u5236\u7684\u6301\u4e45\u7ade\u4e89\u4f18\u52bf\u3002   <\/p>\n\n<p><strong>\u8bc4\u7ea7\uff1a\u4e70\u5165<\/strong><\/p>\n\n<p><strong>\u4e1c\u548c\u682a\u5f0f\u4f1a\u793e (TSE: 6315)<\/strong><\/p>\n\n<p>\u5728\u9ad8\u5ea6\u4e13\u4e1a\u5316\u7684\u534a\u5bfc\u4f53\u5c01\u88c5\u9886\u57df\uff0c\u4e1c\u548c\u682a\u5f0f\u4f1a\u793e (TOWA) \u5728\u6676\u5706\u7ea7\u538b\u7f29\u6210\u578b\u8bbe\u5907\u65b9\u9762\u62e5\u6709\u8fd1\u4e4e\u5784\u65ad\u7684\u5730\u4f4d\uff0c\u5360\u636e\u5168\u7403\u7ea6 66% \u7684\u5e02\u573a\u4efd\u989d\u3002\u5148\u8fdb\u5c01\u88c5\u6280\u672f\u7684\u666e\u53ca\u2014\u2014\u8fd9\u5bf9\u4e8e\u5f02\u8d28\u96c6\u6210\u548c HBM \u751f\u4ea7\u81f3\u5173\u91cd\u8981\u2014\u2014\u6781\u5927\u5730\u52a0\u901f\u4e86\u5bf9 TOWA \u8bbe\u5907\u7684\u9700\u6c42\u3002\u8fd9\u79cd\u52a8\u6001\u53cd\u6620\u5728\u516c\u53f8\u7684\u8d22\u52a1\u8868\u73b0\u4e2d\uff0c2025 \u8d22\u5e74\u7b2c\u4e8c\u5b63\u5ea6\u8ba2\u5355\u540c\u6bd4\u589e\u957f 20%\uff0c\u4e3b\u8981\u53d7\u4e2d\u56fd\u548c\u97e9\u56fd\u5e02\u573a\u79ef\u6781\u4ea7\u80fd\u6269\u5f20\u7684\u63a8\u52a8\uff0c\u8fd9\u4e24\u4e2a\u5e02\u573a\u8d21\u732e\u4e86 33.7% \u7684\u589e\u91cf\u589e\u957f\u3002\u7ee7 2025 \u5e74\u80a1\u4ef7\u98d9\u5347 400% \u540e\uff0c\u76ee\u524d\u7684\u4f30\u503c\u53cd\u6620\u4e86\u6781\u5927\u7684\u4e50\u89c2\u60c5\u7eea\u3002\u867d\u7136\u57fa\u672c\u9762\u4f9d\u7136\u5f02\u5e38\u5f3a\u52b2\u4e14\u7ed3\u6784\u6027\u9700\u6c42\u9a71\u52a8\u56e0\u7d20\u5b8c\u597d\uff0c\u4f46\u5f53\u524d\u80a1\u4ef7\u5df2\u6d88\u5316\u4e86\u5927\u90e8\u5206\u8fd1\u671f\u4e0a\u6da8\u7a7a\u95f4\uff0c\u5728\u66f4\u5177\u5438\u5f15\u529b\u7684\u5165\u573a\u70b9\u51fa\u73b0\u4e4b\u524d\uff0c\u5efa\u8bae\u91c7\u53d6\u66f4\u4e3a\u5ba1\u614e\u7684\u6001\u5ea6\u3002    <\/p>\n\n<p><strong>\u8bc4\u7ea7\uff1a\u6301\u6709<\/strong><\/p>\n\n<p><strong>\u8fea\u601d\u79d1\u682a\u5f0f\u4f1a\u793e (TSE: 6146)<\/strong><\/p>\n\n<p>\u8fea\u601d\u79d1 (DISCO) \u5728\u5168\u7403\u6676\u5706\u51cf\u8584\u548c\u5207\u5272\u8bbe\u5907\u5e02\u573a\u5360\u636e\u4e3b\u5bfc\u5730\u4f4d\uff0c\u5e02\u573a\u4efd\u989d\u8d85\u8fc7 90%\u3002\u5411\u5148\u8fdb\u8282\u70b9\u548c\u590d\u6742 3D \u5c01\u88c5\u67b6\u6784\u7684\u8fc7\u6e21\uff0c\u672c\u8d28\u4e0a\u589e\u52a0\u4e86\u5207\u5272\u5de5\u827a\u6240\u9700\u7684\u5f3a\u5ea6\u548c\u7cbe\u5ea6\u3002\u7ba1\u7406\u5c42\u660e\u786e\u5c06 2025 \u8d22\u5e74\u7b2c\u4e00\u5b63\u5ea6\u521b\u7eaa\u5f55\u7684 930 \u4ebf\u65e5\u5143\u51fa\u8d27\u91cf\u5f52\u529f\u4e8e HBM \u9700\u6c42\u7684\u6fc0\u589e\u3002\u968f\u7740\u534a\u5bfc\u4f53\u5236\u9020\u5546\u7ee7\u7eed\u6269\u5927 AI \u4e13\u7528\u5185\u5b58\u7684\u751f\u4ea7\u2014\u2014\u5c42\u6570\u4ece 12 \u5c42\u589e\u52a0\u5230 16 \u5c42\u751a\u81f3\u66f4\u591a\u2014\u2014DISCO \u7684\u8bbe\u5907\u4ecd\u7136\u662f\u4e0d\u53ef\u6216\u7f3a\u7684\u8d44\u672c\u652f\u51fa\uff0c\u786e\u4fdd\u4e86\u5728\u53ef\u9884\u89c1\u7684\u672a\u6765\u62e5\u6709\u7a33\u5065\u4e14\u9ad8\u5ea6\u900f\u660e\u7684\u6536\u5165\u6d41\u3002\u8be5\u516c\u53f8\u7684\u201c\u5243\u5200\u4e0e\u5200\u7247\u201d\u6a21\u5f0f\uff08\u901a\u8fc7\u5207\u5272\u5200\u7247\u83b7\u5f97\u6301\u7eed\u7684\u8017\u6750\u6536\u5165\uff09\u63d0\u4f9b\u4e86\u989d\u5916\u7684\u76c8\u5229\u7a33\u5b9a\u6027\u3002    <\/p>\n\n<p><strong>\u8bc4\u7ea7\uff1a\u4e70\u5165<\/strong><\/p>\n\n<p><strong>\u529b\u68ee\u8bfa\u79d1\u63a7\u80a1\u516c\u53f8 (TSE: 4004)<\/strong><\/p>\n\n<p>\u529b\u68ee\u8bfa\u79d1 (Resonac) \u524d\u8eab\u4e3a\u662d\u548c\u7535\u5de5\uff0c\u5df2\u5c06\u81ea\u5df1\u5b9a\u4f4d\u4e3a\u5148\u8fdb\u534a\u5bfc\u4f53\u5c01\u88c5\u7684\u5173\u952e\u6750\u6599\u4f9b\u5e94\u5546\u3002\u8be5\u516c\u53f8\u76ee\u524d\u63a7\u5236\u7740\u5168\u7403\u7ea6 50% \u7684\u70ed\u538b\u975e\u5bfc\u7535\u80f6\u819c (TC-NCF) \u548c\u6807\u51c6 NCF \u5e02\u573a\uff0c\u8fd9\u4e9b\u6750\u6599\u5bf9\u4e8e HBM \u5236\u9020\u4e2d\u4f7f\u7528\u7684\u5806\u53e0\u548c\u952e\u5408\u5de5\u827a\u81f3\u5173\u91cd\u8981\u3002\u8fd9\u79cd\u6218\u7565\u4e3b\u5bfc\u5730\u4f4d\u8f6c\u5316\u4e3a\u5176\u534a\u5bfc\u4f53\u6750\u6599\u90e8\u95e8\u5728 2025 \u5e74\u6838\u5fc3\u8425\u4e1a\u5229\u6da6\u540c\u6bd4\u589e\u957f 5.8%\u3002\u968f\u7740 HBM \u5c42\u6570\u4ece\u76ee\u524d\u7684 12 \u5c42\u5806\u53e0\u5411 16 \u5c42\u53ca\u66f4\u9ad8\u5c42\u6570\u589e\u52a0\uff0c\u5bf9 Resonac \u6750\u6599\u7684\u6570\u91cf\u548c\u89c4\u683c\u8981\u6c42\u53ea\u4f1a\u66f4\u52a0\u4e25\u82db\u3002\u8be5\u516c\u53f8\u6df1\u539a\u7684\u5de5\u827a\u4e13\u957f\u4ee5\u53ca\u4e0e\u9886\u5148\u5185\u5b58\u5236\u9020\u5546\u7684\u5171\u540c\u5f00\u53d1\u5173\u7cfb\uff0c\u4e3a\u6f5c\u5728\u7ade\u4e89\u5bf9\u624b\u6784\u7b51\u4e86\u5f3a\u5927\u7684\u51c6\u5165\u95e8\u69db\u3002    <\/p>\n\n<p><strong>\u8bc4\u7ea7\uff1a\u4e70\u5165<\/strong><\/p>\n\n<p><strong>\u5176\u4ed6\u503c\u5f97\u5173\u6ce8\u7684\u516c\u53f8<\/strong><\/p>\n\n<p>\u867d\u7136\u4e0a\u8ff0\u516c\u53f8\u4ee3\u8868\u4e86\u65e5\u672c\u6838\u5fc3\u7684 AI \u57fa\u7840\u8bbe\u65bd\u6807\u7684\uff0c\u4f46\u968f\u7740\u5468\u671f\u7684\u6210\u719f\uff0c\u5176\u4ed6\u51e0\u5bb6\u516c\u53f8\u4e5f\u503c\u5f97\u5bc6\u5207\u76d1\u6d4b\u3002<\/p>\n\n<p><strong>\u829d\u6d66\u673a\u68b0<\/strong> (Shibaura Mechatronics) \u5df2\u786e\u7acb\u5176\u4f5c\u4e3a\u5168\u7403\u7b2c\u4e8c\u5927\u5148\u8fdb 16 \u5c42\u4ee5\u4e0a\u82af\u7247\u5bf9\u6676\u5706 (C2W) \u6df7\u5408\u952e\u5408\u8bbe\u5907\u4f9b\u5e94\u5546\u7684\u5730\u4f4d\uff0c\u4ec5\u6b21\u4e8e\u8377\u5170\u7684 Besi\u3002\u8fd9\u9879\u6280\u672f\u5bf9\u4e8e HBM \u7684\u672a\u6765\u8fed\u4ee3\u81f3\u5173\u91cd\u8981\uff0c\u829d\u6d66\u7684\u5b9a\u4f4d\u786e\u4fdd\u4e86\u5b83\u5c06\u6355\u83b7\u4e0b\u4e00\u6ce2\u5185\u5b58\u5c01\u88c5\u8d44\u672c\u652f\u51fa\u7684\u91cd\u8981\u4efd\u989d\u3002 <\/p>\n\n<p><strong>\u4e1c\u4eac\u7535\u5b50<\/strong> (TEL, TSE: 8035) \u51ed\u501f\u5176 Synapse \u7cfb\u5217\u5728\u6676\u5706\u5bf9\u6676\u5706 (W2W) \u6df7\u5408\u952e\u5408\u8bbe\u5907\u9886\u57df\u5360\u636e\u4e86\u5f3a\u5927\u7684\u6b21\u5e2d\u5730\u4f4d\uff0c\u4e3a\u5373\u5c06\u5230\u6765\u7684 HBF \u5468\u671f\u505a\u597d\u4e86\u5145\u5206\u51c6\u5907\u3002TEL 2026 \u8d22\u5e74\u7b2c\u56db\u5b63\u5ea6\u7684\u4e1a\u7ee9\u8d85\u51fa\u9884\u671f\uff0c\u7ba1\u7406\u5c42\u6307\u5f15\u8425\u6536\u589e\u957f 40%\uff0c\u8fd9\u4e3b\u8981\u53d7\u5c16\u7aef\u5236\u9020\u6280\u672f\u7684 AI \u6295\u8d44\u63a8\u52a8\u3002 <\/p>\n\n<p>\u5bf9\u4e8e\u5bfb\u6c42\u6295\u673a\u6027\u3001\u957f\u5c3e\u98ce\u9669\u655e\u53e3\u7684\u6295\u8d44\u8005\u6765\u8bf4\uff0c<strong>Helical Fusion<\/strong> \u63d0\u4f9b\u4e86\u4e00\u4e2a\u72ec\u7279\u7684\u65b9\u6848\u3002\u4f5c\u4e3a\u4e00\u5bb6\u5229\u7528\u4e13\u5229\u87ba\u65cb\u4eff\u661f\u5668\u6280\u672f\u7684\u65e5\u672c\u6838\u805a\u53d8\u80fd\u6e90\u521d\u521b\u516c\u53f8\uff0c\u5b83\u662f\u56fd\u5185\u9996\u5bb6\u7b7e\u7f72\u6838\u805a\u53d8\u8d2d\u7535\u534f\u8bae\u7684\u516c\u53f8\u3002\u8be5\u516c\u53f8\u603b\u878d\u8d44\u989d\u7ea6 52 \u4ebf\u65e5\u5143\uff0c\u4e0e\u5341\u591a\u5bb6\u5de5\u4e1a\u516c\u53f8\u5efa\u7acb\u4e86\u5408\u4f5c\u4f19\u4f34\u5173\u7cfb\uff0c\u5e76\u8ba1\u5212\u5728 2030 \u5e74\u4ee3\u63a8\u51fa\u6f14\u793a\u88c5\u7f6e\uff08\u201cHelix HARUKA\u201d\uff09\uff0c\u968f\u540e\u5728 2040 \u5e74\u4ee3\u63a8\u51fa\u8bd5\u70b9\u7535\u7ad9\uff08\u201cHelix KANATA\u201d\uff09\uff0c\u5b83\u4ee3\u8868\u4e86\u80fd\u6e90\u6280\u672f\u524d\u6cbf\u7684\u9ad8\u98ce\u9669\u3001\u9ad8\u56de\u62a5\u6295\u8d44\u3002  <\/p>\n\n<p><strong>\u8bc4\u7ea7\u6458\u8981<\/strong><\/p>\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><td><strong>\u516c\u53f8<\/strong><\/td><td><strong>\u80a1\u7968\u4ee3\u7801<\/strong><\/td><td><strong>\u6295\u8d44\u903b\u8f91<\/strong><\/td><td><strong>\u8bc4\u7ea7<\/strong><\/td><\/tr><tr><td><strong>\u94e0\u4fa0\u63a7\u80a1<\/strong><strong><\/strong><\/td><td>TSE: 285A<\/td><td>AI SSD + HBF + OCTRAM\uff1b\u63a8\u7406\u5468\u671f\u9886\u5bfc\u8005<\/td><td>\u4e70\u5165<\/td><\/tr><tr><td><strong>TDK \u682a\u5f0f\u4f1a\u793e<\/strong><\/td><td>TSE: 6762<\/td><td>\u4e0d\u53ef\u6216\u7f3a\u7684 AI \u7ec4\u4ef6\u4f9b\u5e94\u5546<\/td><td>\u4e70\u5165<\/td><\/tr><tr><td><strong>\u4e1c\u548c\u682a\u5f0f\u4f1a\u793e<\/strong><strong><\/strong><\/td><td>TSE: 6315<\/td><td>66% \u6a21\u5c01\u8bbe\u5907\u4efd\u989d\uff1b\u4f30\u503c\u8f83\u9ad8<\/td><td>\u6301\u6709<\/td><\/tr><tr><td><strong>\u8fea\u601d\u79d1\u682a\u5f0f\u4f1a\u793e<\/strong><\/td><td>TSE: 6146<\/td><td>90% \u4ee5\u4e0a\u5207\u5272\u4efd\u989d\uff1bHBM \u9a71\u52a8\u521b\u7eaa\u5f55\u51fa\u8d27\u91cf<\/td><td>\u4e70\u5165<\/td><\/tr><tr><td><strong>\u529b\u68ee\u8bfa\u79d1\u63a7\u80a1<\/strong><strong><\/strong><\/td><td>TSE: 4004<\/td><td>50% HBM 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