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\u8fd9\u5e76\u975e\u4e2a\u4f8b\uff0c2026\u5e74\u5f00\u5e74\u4ee5\u6765\uff0c\u529f\u7387\u534a\u5bfc\u4f53<\/span>\u884c\u4e1a\u8fce\u6765\u4e00\u8f6e\u5bc6\u96c6\u6da8\u4ef7\u6f6e\u3002<\/p>\n

\u82f1\u98de\u51cc\u3001\u5fb7\u5dde\u4eea\u5668<\/a><\/span><\/span>\u7b49\u6d77\u5916\u5382\u5546\u7387\u5148\u53d1\u5e03\u6da8\u4ef7\u51fd\uff0c\u56fd\u5185\u5382\u5546\u968f\u540e\u8ddf\u6da8\u3002\u5176\u4e2d\uff0c\u5b8f\u5fae\u79d1\u6280<\/a><\/span><\/span>(688711.SH)\u65b9\u9762\u8868\u793a\uff0c\u5df2\u5bf9\u90e8\u5206IGBT\u63d0\u4ef7\u7ea610%\uff1b\u6377\u6377\u5fae\u7535<\/a><\/span><\/span>\uff08300623.SZ\uff09MOSFET\u4ea7\u54c1\u6b64\u524d\u5df2\u4e0a\u8c0310%-20%\uff0cIGBT\u4ea7\u54c1\u81ea\u672c\u6708\u8d77\u4e0a\u8c0310%-20%\uff1b\u65b0\u6d01\u80fd<\/a><\/span><\/span>(605111.SH)MOSFET\u4ea7\u54c1\u81ea3\u67081\u65e5\u8d77\u4e0a\u8c0310%\u8d77\u3002<\/p>\n

\u8fd9\u8f6e\u6da8\u4ef7\u7684\u6838\u5fc3\u63a8\u624b\u662fAI\u6570\u636e\u4e2d\u5fc3<\/a><\/span><\/span>\u3002<\/p>\n

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\u5728\u9700\u6c42\u7206\u53d1\u7684\u540c\u65f6\uff0c\u5168\u74038\u82f1\u5bf8\u6210\u719f\u5236\u7a0b\u4ea7\u80fd\u6301\u7eed\u6536\u7f29\uff0c\u4e0a\u6e38\u539f\u6750\u6599\u548c\u4ee3\u5de5\u5c01\u6d4b\u6210\u672c\u5168\u7ebf\u4e0a\u6da8\uff0c\u529f\u7387\u534a\u5bfc\u4f53<\/span>\u6b63\u9762\u4e34\u4f9b\u9700\u4e24\u7aef\u7684\u6324\u538b\u3002<\/p>\n

AI\u6324\u53608\u82f1\u5bf8\u4ea7\u80fd\u6da8\u4ef7\u6f6e\u77ed\u671f\u96be\u9000<\/strong><\/p>\n

MOSFET\u662f\u672c\u8f6e\u6da8\u4ef7\u4e2d\u6700\u5148\u544a\u6025\u7684\u54c1\u7c7b\u3002<\/p>\n

\u65b0\u6d01\u80fd<\/span>\u5728\u6da8\u4ef7\u51fd\u4e2d\u6307\u51fa\uff0c\u4e0a\u6e38\u539f\u6750\u6599\u53ca\u5173\u952e\u8d35\u91d1\u5c5e<\/a><\/span><\/span>\u4ef7\u683c\u5927\u5e45\u6500\u5347\uff0c\u5bfc\u81f4\u6676\u5706\u4ee3\u5de5\u53ca\u5c01\u6d4b\u6210\u672c\u6301\u7eed\u4e0a\u6da8\uff0c\u516c\u53f8MOSFET\u4ea7\u54c1\u81ea2026\u5e743\u67081\u65e5\u8d77\u4ef7\u683c\u4e0a\u8c0310%\u8d77\uff1b\u6377\u6377\u5fae\u7535<\/span>MOSFET\u6210\u54c1\u81ea2\u67081\u65e5\u8d77\u4e0a\u8c0310%\u81f320%\uff0c\u516c\u53f8\u5728\u6295\u8d44<\/a>\u8005\u5173\u7cfb\u6d3b\u52a8\u4e2d\u8868\u793a\uff0c\u76ee\u524d\u5357\u901a\u9ad8\u7aef\u529f\u7387\u534a\u5bfc\u4f53\u5668\u4ef6\u4ea7\u4e1a\u5316\u9879\u76ee\u5df2\u5b9e\u73b0\u7ea613\u4e07\u7247\/\u6708\u4ea7\u51fa\uff0c\u65e8\u5728\u7f13\u89e3MOSFET\u4ea7\u80fd\u7d27\u5f20\uff1b\u82af\u8054\u96c6\u6210\uff08688469.SH\uff09\u4e5f\u5728\u4eca\u5e74\u4e00\u5b63\u5ea6\u5b8c\u6210\u4e86\u5bf9MOSFET\u4ea7\u54c1\u7684\u4ef7\u683c\u8c03\u6574\u3002<\/p>\n

MOSFET\u7387\u5148\u63d0\u4ef7\uff0c\u539f\u56e0\u5728\u4e8e\u5176\u5bf98\u82f1\u5bf8\u6676\u5706\u4ea7\u80fd\u7684\u6d88\u8017\u66f4\u5927\u3002<\/p>\n

\u5355\u53f0AI\u670d\u52a1\u5668\u5bf9\u9ad8\u538b MOSFET\u3001\u7535\u6e90\u7ba1\u7406 MOSFET \u7684\u9700\u6c42\u66f4\u9ad8\uff0cAI\u670d\u52a1\u5668\u5bf9\u9ad8\u538bMOSFET\u9700\u6c42\u5927\u5e45\u589e\u957f\uff0c\u52a0\u5267\u4e868\u82f1\u5bf8\u4ea7\u80fd\u7684\u7d27\u7f3a\u3002<\/p>\n

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Trendforce\u96c6\u90a6\u54a8\u8be2\u5206\u6790\u5e08\u738b\u660a\u9a8f\u544a\u8bc9\u8d22\u8054\u793e\u8bb0\u8005\uff0c\u90e8\u5206\u6d77\u5916\u9f99\u5934\u5382\u5546\u53ca\u90e8\u5206\u56fd\u4ea7\u5382\u5546\u5df2\u53d1\u51fa\u6da8\u4ef7\u901a\u77e5\uff0c\u8f66\u89c4\u7ea7\u7845\u57faIGBT\u82af\u7247<\/a>\u6da8\u5e45\u7ea6\u572810%\u81f320%\u4e4b\u95f4\u3002<\/p>\n

\u5b8f\u5fae\u79d1\u6280<\/span>\u8bc1\u5238\u90e8\u4eba\u58eb\u8fd1\u65e5\u5411\u4ee5\u6295\u8d44\u8005\u8eab\u4efd\u81f4\u7535\u7684\u8d22\u8054\u793e\u8bb0\u8005\u8868\u793a\uff1a\u201c\u6211\u4eec\u4f4e\u7aef\u4ea7\u54c1\u666e\u904d\u6da8\u4ef710%\u5de6\u53f3\uff0c\u4e3b\u8981\u662fIGBT\u90e8\u5206\u3002\u4e0a\u6e38\u6210\u672c\u4e0a\u6da8\uff0c\u4e0b\u6e38\u9700\u6c42\u4e5f\u6e10\u6e10\u56de\u6696\u3002\u201d<\/p>\n

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\u82af\u8054\u96c6\u6210\u7ba1\u7406\u5c42\u8fd1\u671f\u5728\u516c\u53f8\u4e1a\u7ee9<\/a>\u4ea4\u6d41\u4f1a\u4e0a\u8868\u793a\uff0cIGBT\u4ea7\u54c1\u8fd1\u671f\u9700\u6c42\u589e\u957f\u660e\u663e\uff0c\u201c\u5224\u65ad\u672a\u6765IGBT\u4ea7\u54c1\u4f9b\u9700\u5747\u8861\u5c06\u6253\u7834\uff0c\u5c06\u51fa\u73b0\u9700\u6c42\u5927\u4e8e\u5e02\u573a\u4f9b\u7ed9\u7684\u60c5\u51b5\u201d\u3002<\/p>\n

\u4e0d\u8fc7\uff0c\u738b\u660a\u9a8f\u4e5f\u6307\u51fa\uff0c\u5e76\u975e\u6240\u6709\u5382\u5546\u90fd\u9009\u62e9\u4e86\u8ddf\u6da8\u3002\u4ecd\u6709\u8bb8\u591a\u56fd\u4ea7\u5382\u5546\u4e3a\u4e86\u501f\u6da8\u4ef7\u6f6e\u62a2\u5360\u5e02\u573a\u6216\u7ef4\u6301\u8ba2\u5355\u91cf\uff0c\u9009\u62e9\u81ea\u884c\u5438\u6536\u6210\u672c\uff0c\u82af\u7247\u6216\u6a21\u5757\u4ecd\u7ef4\u6301\u539f\u4ef7\u3002<\/p>\n

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MOSFET\u548cIGBT\u540c\u65f6\u6da8\u4ef7\u7684\u80cc\u540e\uff0c\u662fAI\u6570\u636e\u4e2d\u5fc3<\/span>\u3001\u65b0\u80fd\u6e90<\/a><\/span><\/span>\u8f66\u548c\u4e0a\u6e38\u6210\u672c\u4e09\u91cd\u56e0\u7d20\u7684\u53e0\u52a0\u3002<\/p>\n

\u9700\u6c42\u7aef\uff0cAI\u6570\u636e\u4e2d\u5fc3\u662f\u6700\u5927\u7684\u589e\u91cf\u6765\u6e90\u3002\u5fb7\u5dde\u4eea\u5668<\/span>2026\u5e74\u7b2c\u4e00\u5b63\u5ea6\u8d22\u62a5\u663e\u793a\uff0c\u5176\u6570\u636e\u4e2d\u5fc3\u4e1a\u52a1\u8425\u6536\u540c\u6bd4\u589e\u957f\u7ea690%\u3002<\/p>\n

\u82f1\u98de\u51cc\u79d1\u6280CEO Jochen Hanebeck\u57282026\u8d22\u5e74\u7b2c\u4e00\u5b63\u5ea6\u8d22\u62a5\u4f1a\u4e0a\u8868\u793a\uff0cAI\u6570\u636e\u4e2d\u5fc3\u7684\u7535\u6e90\u89e3\u51b3\u65b9\u6848\u4ecd\u662f\u516c\u53f8\u91cd\u70b9\uff0c\u82f1\u98de\u51cc\u9884\u8ba12027\u8d22\u5e74AI\u6570\u636e\u4e2d\u5fc3\u76f8\u5173\u8425\u6536\u5c06\u8fbe\u7ea625\u4ebf\u6b27\u5143\uff0c2025\u8d22\u5e74\u8be5\u9879\u8425\u6536\u5df2\u589e\u957f\u8fd1\u4e09\u500d\u3001\u8d85\u8fc77\u4ebf\u6b27\u5143\u3002<\/p>\n

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\u65b0\u80fd\u6e90<\/a><\/span>\u8f66\u7684\u9700\u6c42\u4e5f\u5728\u540c\u6b65\u62c9\u52a8\u3002\u534e\u6da6\u5fae<\/a><\/span><\/span>\u5728\u8fd1\u671f\u673a\u6784\u8c03\u7814\u4e2d\u8868\u793a\uff0c\u65b0\u80fd\u6e90<\/a><\/span>\u9886\u57df\u5149\u4f0f\u3001\u50a8\u80fd\u3001\u5145\u7535\u6869<\/a><\/span><\/span>\u7b49\u9700\u6c42\u6301\u7eed\u91ca\u653e\uff0c\u90e8\u5206\u6599\u53f7\u5df2\u51fa\u73b0\u6ee1\u8f7d\u6ea2\u51fa\uff1b\u6c7d\u8f66<\/a><\/span><\/span>\u7535\u5b50<\/a><\/span><\/span>\u65b9\u9762\uff0c\u53bb\u5e74\u5bfc\u5165\u7684\u65b0\u5ba2\u6237\u4e0e\u65b0\u9879\u76ee\u6b63\u8fdb\u5165\u653e\u91cf\u9636\u6bb5\u3002<\/p>\n

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