{"id":823227,"date":"2026-08-05T17:16:03","date_gmt":"2026-08-05T09:16:03","guid":{"rendered":"https:\/\/www.alphaseek.cn\/?p=823227"},"modified":"2026-08-05T17:16:03","modified_gmt":"2026-08-05T09:16:03","slug":"%e6%a8%a1%e6%8b%9f%e8%8a%af%e7%89%87%ef%bc%8c%e5%a5%bd%e8%b5%b7%e6%9d%a5%e4%ba%86","status":"publish","type":"post","link":"https:\/\/www.alphaseek.cn\/?p=823227","title":{"rendered":"\u6a21\u62df\u82af\u7247\uff0c\u597d\u8d77\u6765\u4e86"},"content":{"rendered":"
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\n

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\u6a21\u62df\u82af\u7247\u7684\u5e93\u5b58\u5468\u671f\u6b63\u5728\u8de8\u8fc7\u4e09\u4e2a\u8282\u70b9\uff1a\u53bb\u5e93\u5b58→\u5e93\u5b58\u6b63\u5e38\u5316→\u65b0\u8ba2\u5355\u91cd\u65b0\u4f20\u5bfc\u3002<\/strong><\/p>\n

02 \u8865\u5e93\u5b58\u542f\u52a8\uff0c\u7ec8\u7aef\u9700\u6c42\u63a5\u529b<\/h2>\n

\u5e93\u5b58\u964d\u81f3\u4f4e\u4f4d\u4ee5\u540e\uff0c\u5ba2\u6237\u9700\u8981\u6062\u590d\u91c7\u8d2d\uff0c\u4f46\u65b0\u589e\u8ba2\u5355\u5e76\u975e\u90fd\u6765\u81ea\u7ec8\u7aef\u9700\u6c42\u3002\u4e8c\u5b63\u5ea6\u7684\u6c7d\u8f66\u3001\u5de5\u4e1a\u548c\u6570\u636e\u4e2d\u5fc3\u5e02\u573a\uff0c\u540c\u65f6\u53d7\u5230\u8865\u5e93\u5b58\u548c\u771f\u5b9e\u9700\u6c42\u63a8\u52a8\u3002<\/p>\n

\u6c7d\u8f66\u5e02\u573a\u7684\u8865\u5e93\u7279\u5f81\u6700\u660e\u663e\u3002TI\u79f0\uff0c\u4e8c\u5b63\u5ea6\u6c7d\u8f66\u9700\u6c42\u5728\u5b63\u5185\u9010\u6708\u589e\u5f3a\uff0c\u589e\u91cf\u4e3b\u8981\u6765\u81ea\u4e2d\u56fd\u5e02\u573a\u7684\u65b0\u80fd\u6e90\u6c7d\u8f66<\/a>\u548c\u6df7\u5408\u52a8\u529b\u6c7d\u8f66\u3002<\/strong>\u4e0e\u6b64\u540c\u65f6\uff0c\u6c7d\u8f66\u5ba2\u6237\u6b64\u524d\u628a\u5e93\u5b58\u538b\u5f97\u5f88\u4f4e\u3002\u7ec8\u7aef\u9500\u91cf\u7a0d\u6709\u4e0a\u5347\uff0c\u4ea7\u4e1a\u94fe\u4fbf\u8981\u540c\u65f6\u8865\u56de\u5b89\u5168\u5e93\u5b58\u3002\u6c7d\u8f66\u8ba2\u5355\u56e0\u800c\u5305\u542b\u4e24\u90e8\u5206\uff1a\u9500\u91cf\u53ca\u5355\u8f66<\/a>\u82af\u7247\u542b\u91cf\u589e\u957f\uff0c\u4ee5\u53ca\u6b64\u524d\u5ef6\u540e\u7684\u91c7\u8d2d\u3002<\/p>\n

\u5de5\u4e1a\u5e02\u573a\u66f4\u63a5\u8fd1\u7ec8\u7aef\u9700\u6c42\u7684\u6062\u590d\u3002TI\u6240\u6709\u5de5\u4e1a\u5b50\u884c\u4e1a\u548c\u5730\u533a\u5747\u5b9e\u73b0\u540c\u6bd4\u3001\u73af\u6bd4\u589e\u957f\uff0c\u80fd\u6e90<\/a>\u57fa\u7840\u8bbe\u65bd\u3001\u822a\u7a7a<\/a>\u822a\u5929\u3001\u673a\u5668\u4eba\u548c\u5de5\u4e1a\u81ea\u52a8\u5316\u90fd\u6709\u8d21\u732e\u3002\u516c\u53f8\u5c06\u589e\u957f\u5f52\u56e0\u4e8e\u8fc7\u53bb\u51e0\u5e74\u5bfc\u5165\u7684\u65b0\u8bbe\u5907\u5f00\u59cb\u91cf\u4ea7\uff0c\u4ee5\u53ca\u65b0\u4e00\u4ee3\u8bbe\u5907\u6240\u9700\u82af\u7247\u6570\u91cf\u589e\u52a0\uff0c\u800c\u975e\u4ef7\u683c\u4e0a\u8c03\u3002Haviv Ilan\u968f\u540e\u8865\u5145\uff0c\u8fc7\u53bb\u56db\u4e94\u5e74\u5b8c\u6210\u8bbe\u8ba1\u7684\u65b0\u7cfb\u7edf\u6b63\u5728\u91ca\u653e\u9700\u6c42\u3002<\/strong><\/p>\n

\u8ba2\u5355\u7ed3\u6784\u4e5f\u5728\u53d8\u5316\u3002\u610f\u6cd5\u534a\u5bfc\u4f53CEO Jean-Marc Chery\u5728\u7535\u8bdd\u4f1a\u4e0a\u8868\u793a\uff0c\u4e8c\u5b63\u5ea6\u5404\u7ec8\u7aef\u5e02\u573a\u7684book-to-bill\u90fd\u9ad8\u4e8e1\uff0c\u6574\u4f53\u63a5\u8fd12\uff1b\u901a\u4fe1\u8bbe\u5907\u4e0e\u8ba1\u7b97\u673a\u5916\u8bbe\u663e\u8457\u9ad8\u4e8e2\uff0c\u4e3b\u8981\u53d7\u5149\u8fde\u63a5\u548c\u7845\u5149\u5b50\u4e1a\u52a1\u63a8\u52a8\u3002TI\u7684\u79ef\u538b\u8ba2\u5355\u5219\u540c\u65f6\u589e\u52a0\u4e86\u5373\u65f6\u4ea4\u4ed8\u548c\u8fdc\u671f\u4ea4\u4ed8\u4e24\u7c7b\u9700\u6c42\u3002<\/p>\n

\u5373\u65f6\u8ba2\u5355\u901a\u5e38\u5bf9\u5e94\u4f4e\u5e93\u5b58\u548c\u7d27\u6025\u8865\u8d27\uff0c\u8fdc\u671f\u8ba2\u5355\u53cd\u6620\u5ba2\u6237\u5bf9\u672a\u6765\u751f\u4ea7\u8ba1\u5212\u7684\u628a\u63e1\u3002\u4e24\u7c7b\u8ba2\u5355\u4e00\u8d77\u589e\u52a0\uff0c\u8bf4\u660e\u8fd9\u8f6e\u56de\u5347\u5df2\u7ecf\u8d8a\u8fc7\u5355\u7eaf\u6e20\u9053\u8865\u5e93\u7684\u8303\u56f4\u3002\u8865\u5e93\u5b58\u628a\u8ba2\u5355\u63a8\u79bb\u8c37\u5e95\uff0c\u7ec8\u7aef\u9700\u6c42\u5c06\u51b3\u5b9a\u4e0a\u884c\u5468\u671f\u7684\u957f\u5ea6\u3002<\/p>\n

03 \u6da8\u4ef7\u51fd\u4e0d\u7b49\u4e8e\u5168\u9762\u7f3a\u8d27<\/h2>\n

\u8ba2\u5355\u56de\u5347\u540e\uff0c\u6e20\u9053\u5bf9\u4ef7\u683c\u6700\u4e3a\u654f\u611f\u3002\u4eca\u5e74\u4ee5\u6765\uff0cTI\u3001\u610f\u6cd5\u534a\u5bfc\u4f53\u3001\u82f1\u98de\u51cc\u7b49\u5382\u5546\u8c03\u6574\u90e8\u5206\u4ea7\u54c1\u4ef7\u683c\u7684\u6d88\u606f\u9891\u7e41\u6d41\u51fa\uff0c\u4e00\u4e9b\u4ea7\u54c1\u7684\u62a5\u4ef7\u6da8\u5e45\u4e5f\u9887\u4e3a\u9192\u76ee\u3002\u8d22\u62a5\u4e2d\u7684\u6210\u4ea4\u53e3\u5f84\u5374\u8981\u5e73\u7f13\u5f97\u591a\u3002<\/p>\n

\u4eceTI\u7684\u89d2\u5ea6\u6765\u770b\uff0cHaviv Ilan\u8ba4\u4e3a\uff0cTI 2026\u5e74\u4e0a\u534a\u5e74\u6574\u4f53\u4ef7\u683c\u57fa\u672c\u6301\u5e73\u3002\u6a21\u62df\u82af\u7247\u7684\u957f\u671f\u4ef7\u683c\u901a\u5e38\u6bcf\u5e74\u5c0f\u5e45\u4e0b\u964d\uff0c\u6b62\u8dcc\u672c\u8eab\u5df2\u7ecf\u663e\u793a\u4f9b\u9700\u5173\u7cfb\u6539\u5584\u3002TI\u4e5f\u5728\u63a8\u8fdb\u65b0\u4e00\u8f6e\u8c03\u4ef7\uff0c\u4f46\u5ba2\u6237\u6570\u91cf\u591a\u3001\u5408\u540c\u5468\u671f\u5404\u5f02\uff0c\u6da8\u4ef7\u9700\u8981\u9010\u6237\u534f\u5546\uff1a\u4e00\u90e8\u5206\u5728\u7b2c\u4e09\u5b63\u5ea6\u751f\u6548\uff0c\u4e00\u90e8\u5206\u8981\u5230\u7b2c\u56db\u5b63\u5ea6\uff0c\u8fd8\u6709\u4e00\u4e9b\u5c06\u7559\u5230\u4e0b\u4e00\u5e74\u5ea6\u7684\u4ef7\u683c\u8c08\u5224\u3002TI\u9884\u8ba1\uff0c\u7b2c\u4e09\u5b63\u5ea6\u6536\u5165\u589e\u957f\u4ecd\u4e3b\u8981\u6765\u81ea\u51fa\u8d27\u91cf\uff0c\u4ef7\u683c\u8d21\u732e“\u51e0\u4e4e\u53ef\u4ee5\u5ffd\u7565”\u3002<\/strong>\u6da8\u4ef7\u51fd\u8868\u660e\u5382\u5546\u5f00\u59cb\u6536\u56de\u90e8\u5206\u5b9a\u4ef7\u6743\uff0c\u5e76\u4e0d\u4ee3\u8868\u62a5\u4ef7\u5df2\u7ecf\u5927\u9762\u79ef\u8f6c\u5316\u4e3a\u6536\u5165\u3002<\/p>\n

\u4ea4\u671f\u4f20\u9012\u7684\u4fe1\u53f7\u4e5f\u76f8\u8fd1\u3002TI\u4e8c\u5b63\u5ea6\u4ea4\u671f\u4ecd\u4f4e\u4e8e13\u5468\uff0c\u8fd1\u671f\u5ef6\u957f\u4e86\u6570\u5468\u3002\u516c\u53f8\u624b\u4e2d\u8fd8\u6709\u53ef\u7ee7\u7eed\u88c5\u5907\u3001\u722c\u5761\u7684\u6d01\u51c0\u5ba4\u7a7a\u95f4\uff0c\u5e76\u4fdd\u6709\u7528\u4e8e\u5feb\u901f\u4f9b\u8d27\u7684\u5e93\u5b58\u3002\u610f\u6cd5\u534a\u5bfc\u4f53\u867d\u7136\u770b\u5230\u90e8\u5206\u54c1\u7c7b\u5f00\u59cb\u8d8b\u7d27\uff0c\u4e8c\u5b63\u5ea6\u4ecd\u627f\u62c5\u4e863700\u4e07\u7f8e\u5143\u95f2\u7f6e\u4ea7\u80fd\u8d39\u7528\uff0c\u7b2c\u4e09\u5b63\u5ea6\u6bdb\u5229\u7387\u6307\u5f15\u4e2d\u4e5f\u8ba1\u5165\u7ea670\u4e2a\u57fa\u70b9\u7684\u95f2\u7f6e\u4ea7\u80fd\u5f71\u54cd\u3002<\/p>\n

\u56fd\u5185\u82af\u7247\u8bbe\u8ba1\u516c\u53f8\u7684\u611f\u53d7\u66f4\u7d27\u4e00\u4e9b\u3002\u5728\u88ab\u95ee\u53ca8\u82f1\u5bf8\u4ee3\u5de5\u4ea7\u80fd\u65f6\uff0c\u601d\u745e\u6d66\u79f0\uff0c\u968f\u7740\u4e0b\u6e38\u9700\u6c42\u91ca\u653e\uff0c\u4e0a\u6e38\u4ee3\u5de5\u4ea7\u80fd\u6574\u4f53\u8d8b\u7d27\uff0c\u516c\u53f8\u6b63\u5728\u5411\u6838\u5fc3\u4f9b\u5e94\u5546\u4e89\u53d6\u66f4\u591a\u4ea7\u80fd\u3002\u6770\u534e\u7279\u8ba4\u4e3a\uff0c\u6676\u5706\u3001\u5c01\u88c5\u73af\u8282\u7684\u7d27\u5f20\u53ef\u80fd\u4e0eAI\u9700\u6c42\u6324\u5360\u548c\u6d77\u5916\u8ba2\u5355\u8f6c\u79fb\u6709\u5173\u3002\u827e\u4e3a\u7535\u5b50\u5219\u8868\u793a\uff0c\u6210\u719f\u5236\u7a0b\u4ee3\u5de5\u4ef7\u683c\u4e0a\u6da8\u5df2\u7ed9\u6bdb\u5229\u7387\u5e26\u6765\u538b\u529b\u3002<\/p>\n

\u5dee\u5f02\u6765\u81ea\u7ecf\u8425\u6a21\u5f0f\u3002TI\u3001\u610f\u6cd5\u534a\u5bfc\u4f53\u7b49IDM\u5382\u5546\u62e5\u6709\u81ea\u5df1\u7684\u6676\u5706\u5236\u9020\u80fd\u529b\uff0c\u5c1a\u672a\u7528\u5b8c\u7684\u6d01\u51c0\u5ba4\u548c\u95f2\u7f6e\u4ea7\u80fd\u6784\u6210\u4f9b\u7ed9\u7f13\u51b2\uff1b\u56fd\u5185\u591a\u6570\u6a21\u62df\u82af\u7247\u516c\u53f8\u4f9d\u8d56\u5916\u90e8\u4ee3\u5de5\uff0c\u66f4\u5bb9\u6613\u7387\u5148\u611f\u53d7\u52308\u82f1\u5bf8\u4ea7\u7ebf\u7684\u7ed3\u6784\u6027\u7d27\u5f20\u3002\u7d27\u5f20\u53ef\u4ee5\u5148\u53d1\u751f\u5728\u4ee3\u5de5\u73af\u8282\uff0c\u5c1a\u672a\u4f20\u5bfc\u4e3a\u6240\u6709\u7ec8\u7aef\u4ea7\u54c1\u7684\u77ed\u7f3a\u3002<\/p>\n

\n

\"\u6a21\u62df\u82af\u7247\uff0c\u597d\u8d77\u6765\u4e86\"<\/p>\n<\/div>\n

WSTS 2026\u5e74\u6625\u5b63\u9884\u6d4b\u8fdb\u4e00\u6b65\u663e\u793a\u4e86\u4e0d\u540c\u677f\u5757\u7684\u6e29\u5dee\u3002WSTS\u9884\u6d4b\uff0c2026\u5e74\u5168\u7403\u534a\u5bfc\u4f53\u5e02\u573a\u5c06\u589e\u957f90%\uff0c\u8fbe\u52301.51\u4e07\u4ebf\u7f8e\u5143\u3002\u5176\u4e2d\uff0c\u4e3b\u8981\u7531\u5b58\u50a8\u82af\u7247\u7ea6250%\u7684\u589e\u5e45\u63a8\u52a8\uff1b\u6a21\u62df\u82af\u7247\u9884\u8ba1\u589e\u957f\u7ea610%\uff0c\u5206\u7acb\u5668\u4ef6\u589e\u957f8%\uff0c\u4f20\u611f\u5668\u548c\u5149\u7535\u5b50\u5668\u4ef6\u589e\u957f\u7ea63%\u3002\u6a21\u62df\u82af\u7247\u5df2\u7ecf\u8fdb\u5165\u4e0a\u884c\u533a\u95f4\uff0c\u5374\u4e0d\u662f\u8fd9\u4e00\u8f6e\u534a\u5bfc\u4f53\u884c\u60c5\u4e2d\u6700\u70ed\u7684\u677f\u5757\u3002<\/p>\n

\u5f53\u524d\u504f\u7d27\u7684\u4ea7\u54c1\u96c6\u4e2d\u5728\u6c7d\u8f66\u6a21\u62df\u3001\u7535\u6e90\u7ba1\u7406\u3001AI\u670d\u52a1\u5668\u7535\u6e90\u94fe\u3001\u5149\u6a21\u5757\u6a21\u62df\u524d\u7aef\u548c\u90e8\u5206\u4f20\u611f\u5668\u3002\u901a\u7528\u6599\u3001\u6d88\u8d39\u7535\u5b50\u4ee5\u53ca\u90e8\u5206\u529f\u7387\u4e0e\u5206\u7acb\u5668\u4ef6\u4ecd\u5728\u4ef7\u683c\u7ade\u4e89\u3002<\/p>\n

04 AI\u628a\u6a21\u62df\u82af\u7247\u5e26\u8fdb\u4e3b\u53d9\u4e8b<\/h2>\n

AI\u786c\u4ef6\u7684\u5e02\u573a\u6ce8\u610f\u529b\u957f\u671f\u96c6\u4e2d\u5728GPU\u3001HBM\u3001\u5148\u8fdb\u5236\u7a0b\u548c\u9ad8\u901f\u4e92\u8fde\u3002\u968f\u7740\u7b97\u529b\u96c6\u7fa4\u7684\u529f\u7387\u548c\u5bc6\u5ea6\u5feb\u901f\u62ac\u5347\uff0c\u7535\u6e90\u8f6c\u6362\u3001\u70ed\u7ba1\u7406\u548c\u4fe1\u53f7\u4f20\u8f93\u5f00\u59cb\u6210\u4e3a\u7cfb\u7edf\u7ea6\u675f\uff0c\u6a21\u62df\u82af\u7247\u4e5f\u4ece\u5916\u56f4\u5668\u4ef6\u8fdb\u5165\u6838\u5fc3\u7269\u6599\u8868\u3002<\/p>\n

\n

\"\u6a21\u62df\u82af\u7247\uff0c\u597d\u8d77\u6765\u4e86\"<\/p>\n<\/div>\n

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