{"id":4856,"date":"2022-12-16T14:38:12","date_gmt":"2022-12-16T06:38:12","guid":{"rendered":"http:\/\/www.mecs-tech.com\/?p=4856"},"modified":"2022-12-16T14:38:52","modified_gmt":"2022-12-16T06:38:52","slug":"new8","status":"publish","type":"post","link":"https:\/\/www.mecs-tech.com\/?p=4856","title":{"rendered":"\u4e1c\u98ce\u78b3\u5316\u7845\u529f\u7387\u6a21\u57572023\u91cf\u4ea7\u88c5\u8f66\uff1b\u6df1\u5733\u7535\u5b50\u5143\u5668\u4ef6\u548c\u96c6\u6210\u7535\u8def\u56fd\u9645\u4ea4\u6613\u4e2d\u5fc3\u8fdb\u5c55&#8230;"},"content":{"rendered":"<section>\n<section>\n<section>\n<section>\u672c\u6587\u6765\u6e90\uff1a\u534a\u5bfc\u5708<\/section>\n<section><strong>\u56fd\u9645\u52a8\u6001<\/strong><\/section>\n<\/section>\n<section>\n<section>\n<section>ICVIEWS+<\/section>\n<\/section>\n<\/section>\n<\/section>\n<\/section>\n<section><strong>\u82f9\u679c\u5df2\u5728\u65e5\u672c\u6295\u8d44\u903e\u5343\u4ebf\u7f8e\u5143<\/strong><\/section>\n<section>\u82f9\u679c CEO \u5e93\u514b\u672c\u5468\u8bbf\u95ee\u65e5\u672c\uff0c\u5e76\u53c2\u89c2\u4e86\u65e5\u672c\u534a\u5bfc\u4f53\u884c\u4e1a\u7684\u4e2d\u5fc3\u3002\u82f9\u679c\u8868\u793a\uff0c\u5728\u8fc7\u53bb 5 \u5e74\u4e2d\uff0c\u82f9\u679c\u5728\u5176\u65e5\u672c\u4f9b\u5e94\u94fe\u4e0a\u6295\u8d44\u4e86\u8d85\u8fc7 1000&nbsp; \u4ebf\u7f8e\u5143\u3002<\/section>\n<section>\u7d22\u5c3c\u662f\u4e3a iPhone \u4ea7\u54c1\u63d0\u4f9b\u76f8\u673a\u611f\u6d4b\u5668\u7684\u6700\u5927\u4f9b\u5e94\u5546\u4e4b\u4e00\uff0c\u5728\u65e5\u672c\uff0c\u82f9\u679c\u7684\u4f19\u4f34\u8fd8\u5305\u62ec\u7eba\u7ec7\u516c\u53f8 Inoue Ribbon Industry Co \u548c\u6a21\u5177\u5236\u9020\u5546 Shincron Co \u5728\u5185\u7684\u4e2d\u5c0f\u578b\u4f01\u4e1a\u3002\u82f9\u679c\u8868\u793a\uff0c29 \u5bb6\u65e5\u672c\u4f9b\u5e94\u5546\u5df2\u627f\u8bfa\uff0c\u5230 2030 \u5e74\u4e3a\u82f9\u679c\u76f8\u5173\u4e1a\u52a1\u8f6c\u6362\u4e3a\u53ef\u518d\u751f\u80fd\u6e90\uff0c\u5305\u62ec\u7d22\u5c3c\u3001\u6751\u7530\u5236\u4f5c\u6240\u3001Keiwa Inc\u3001\u85e4\u4ed3\u4ee5\u53ca\u4f4f\u53cb\u7535\u5de5\u7b49\u4f01\u4e1a\u3002<\/section>\n<p><strong>\u97e9\u56fd\u653f\u5e9c\u5c06\u65a58000\u4ebf\u97e9\u5143\u7814\u53d1PIM<\/strong><\/p>\n<p>\u97e9\u56fd\u79d1\u5b66\u548c\u4fe1\u606f\u901a\u4fe1\u6280\u672f\u90e8\u53ec\u5f00\u4e86\u4eba\u5de5\u667a\u80fd\u534a\u5bfc\u4f53\u53d1\u5c55\u6218\u7565\u4f1a\u8bae\uff0c\u5e76\u5ba3\u5e03\u4e86\u5176\u516b\u5e74\u8ba1\u5212\uff0c\u4e3a\u4e91\u8ba1\u7b97\u5f00\u53d1\u5177\u6709\u8d85\u4f4e\u5ef6\u8fdf\u548c\u9ad8\u80fd\u6548\u7684\u5148\u8fdb\u4eba\u5de5\u667a\u80fd\u82af\u7247\u3002\u5230 2030 \u5e74\uff0c\u97e9\u56fd\u653f\u5e9c\u5c06\u5411 AI \u82af\u7247\u5f00\u53d1\u6295\u5165\u8d85\u8fc7 8000 \u4ebf\u97e9\u5143\u3002<\/p>\n<p>\u8fd9\u9879\u6295\u8d44\u662f\u97e9\u56fd\u7684 \u201cK-Cloud\u201d \u57fa\u7840\u8bbe\u65bd\u9879\u76ee\u7684\u4e00\u90e8\u5206\uff0c\u76ee\u6807\u662f\u5230 2030 \u5e74\u5c06\u97e9\u56fd\u4ea7 AI \u82af\u7247\u5728\u5f53\u5730\u5e02\u573a\u7684\u4efd\u989d\u63d0\u9ad8\u5230 80%\u3002<\/p>\n<section><\/section>\n<section><strong>Arm \u79f0 2023 \u5e74\u6570\u636e\u4e2d\u5fc3\u6210\u4e3b\u8981\u589e\u957f\u9886\u57df<\/strong><\/section>\n<section>Arm \u7b56\u7565\u66a8\u884c\u9500\u6267\u884c\u526f\u603b\u88c1 Drew Henry \u8868\u793a\u5bf9 2023 \u5e74\u7684\u5c55\u671b\uff0c\u201c\u660e\u5e74\u670d\u52a1\u5668\u4f1a\u6709\u5f88\u5927\u7684\u6210\u957f\uff0c\u6211\u4eec\u4e5f\u5e03\u5c40\u5df2\u4e45\u3002\u201d\u4ed6\u4e5f\u5766\u8a00\uff0c\u5728 PC \u5e02\u573a Arm \u8fd8\u662f\u65b0\u4eba\uff0c\u4f46\u7531\u4e8e\u4ea7\u54c1\u7ec4\u5408\u591a\u5143\uff0c\u201c\u603b\u4f53\u800c\u8a00\u660e\u5e74\u4f1a\u6301\u7eed\u5feb\u901f\u6210\u957f\u3002\u201d<\/section>\n<section>\u4eca\u5e74 9\u6708 Arm \u900f\u9732\uff0c\u82f1\u4f1f\u8fbe\u5df2\u5f00\u59cb\u4ee5 Arm \u7684\u5e73\u53f0 Neoverse V2\uff0c\u4f5c\u4e3a Grace \u8d44\u6599\u4e2d\u5fc3\u670d\u52a1\u5668 CPU \u7684\u8fd0\u7b97\u57fa\u7840\u67b6\u6784\u3002\u4e0d\u8fc7\u5bf9\u4e8e 2025 \u5e74 Arm \u662f\u5426\u80fd\u5982\u671f\u8fbe\u6210\u5360\u5168\u7403\u670d\u52a1\u5668\u5e02\u573a\u7684 20% \u7684\u9884\u671f\uff0cDrew Henry \u8868\u793a\u5c06\u4f1a\u6301\u7eed\u671d\u6b64\u65b9\u5411\u52aa\u529b\u3002<\/section>\n<section><strong>SEMI \u9884\u8ba1 2022 \u5e74\u5168\u7403\u534a\u5bfc\u4f53\u8bbe\u5907\u9500\u552e\u989d\u5c06\u8fbe\u5230 1085 \u4ebf\u7f8e\u5143<\/strong><\/section>\n<section>SEMI \u9884\u8ba1 2022 \u5e74\u5168\u7403\u539f\u59cb\u8bbe\u5907\u5236\u9020\u5546\u7684\u534a\u5bfc\u4f53\u5236\u9020\u8bbe\u5907\u603b\u9500\u552e\u989d\u5c06\u8fbe\u5230 1085 \u4ebf\u7f8e\u5143\u7684\u65b0\u9ad8\uff0c\u6bd4 2021 \u5e74 1025 \u4ebf\u7f8e\u5143\u7684\u884c\u4e1a\u7eaa\u5f55\u589e\u957f 5.9%\u3002\u5305\u62ec\u6676\u5706\u52a0\u5de5\u3001\u6676\u5706\u5382\u8bbe\u65bd\u548c\u63a9\u6a21\/\u6807\u7ebf\u7247\u8bbe\u5907\u5728\u5185\u7684\u6676\u5706\u5382\u8bbe\u5907\u90e8\u5206\u9884\u8ba1\u5c06\u5728 2022 \u5e74\u589e\u957f 8.3% \u81f3 948 \u4ebf\u7f8e\u5143\u7684\u884c\u4e1a\u65b0\u7eaa\u5f55\u3002<\/section>\n<section>\u7531\u4e8e\u5bf9\u524d\u6cbf\u8282\u70b9\u548c\u6210\u719f\u8282\u70b9\u7684\u9700\u6c42\u4f9d\u7136\u5f3a\u52b2\uff0c\u4ee3\u5de5\u548c\u903b\u8f91\u9886\u57df\u7684\u8bbe\u5907\u9500\u552e\u989d\u5360\u6676\u5706\u5382\u8bbe\u5907\u603b\u6536\u5165\u7684\u4e00\u534a\u4ee5\u4e0a\uff0c\u9884\u8ba1\u5230 2022 \u5e74\u5c06\u540c\u6bd4\u589e\u957f 16% \u81f3 530 \u4ebf\u7f8e\u5143\u3002\u4ee3\u5de5\u548c\u903b\u8f91\u6295\u8d44\u9884\u8ba1\u5c06\u5728 2023 \u5e74\u51cf\u5c11\uff0c\u5bfc\u81f4\u6574\u4e2a\u90e8\u95e8\u7684\u9500\u552e\u989d\u9884\u8ba1\u4e0b\u964d 9%\u3002<\/section>\n<section>\u968f\u7740\u4f01\u4e1a\u548c\u6d88\u8d39\u8005\u5bf9\u5185\u5b58\u548c\u5b58\u50a8\u7684\u9700\u6c42\u51cf\u5f31\uff0c\u9884\u8ba1 2022 \u5e74 DRAM \u8bbe\u5907\u9500\u552e\u989d\u5c06\u4e0b\u964d 10% \u81f3 143 \u4ebf\u7f8e\u5143\uff0c2023 \u5e74\u5c06\u4e0b\u964d 25% \u81f3 108 \u4ebf\u7f8e\u5143\uff0c\u800c NAND \u8bbe\u5907\u9500\u552e\u989d\u9884\u8ba1\u5c06\u4e0b\u964d 4% \u81f3 190 \u4ebf\u7f8e\u5143\uff0c2022 \u5e74\u5230 2023 \u5e74\u589e\u957f 36% \u81f3 122 \u4ebf\u7f8e\u5143\u3002<\/section>\n<section>\u5177\u6709\u6311\u6218\u6027\u7684\u5b8f\u89c2\u7ecf\u6d4e\u548c\u534a\u5bfc\u4f53\u884c\u4e1a\u72b6\u51b5\u9884\u8ba1\u5c06\u5f15\u53d1\u540e\u7aef\u8bbe\u5907\u9500\u552e\u989d\u7684\u4e0b\u964d\u3002\u5728 2021 \u5e74\u5b9e\u73b0 30% \u7684\u5f3a\u52b2\u589e\u957f\u540e\uff0c\u9884\u8ba1\u534a\u5bfc\u4f53\u6d4b\u8bd5\u8bbe\u5907\u5e02\u573a\u9500\u552e\u989d\u5c06\u5728 2022 \u5e74\u4e0b\u6ed1 2.6% \u81f3 76 \u4ebf\u7f8e\u5143\uff0c\u5e76\u5728 2023 \u5e74\u4e0b\u6ed1 7.3% \u81f3 71 \u4ebf\u7f8e\u5143\u3002\u7ec4\u88c5\u548c\u5c01\u88c5\u8bbe\u5907\u9500\u552e\u989d\u9884\u8ba1\u5c06\u5230 2022 \u5e74\u4e0b\u964d 14.9% \u81f3 61 \u4ebf\u7f8e\u5143\uff0c\u5230 2023 \u5e74\u4e0b\u964d 13.3% \u81f3 53 \u4ebf\u7f8e\u5143\u3002<\/section>\n<section><\/section>\n<section>\n<section>\n<section data-mpa-template=\"t\">\n<section data-mpa-template=\"t\">\n<section>\n<section>\n<section>\n<section>\n<section>\n<section>\n<section><\/section>\n<\/section>\n<\/section>\n<\/section>\n<section><strong>\u56fd\u5185\u52a8\u6001<\/strong><\/section>\n<\/section>\n<section>\n<section>\n<section>ICVIEWS+<\/section>\n<\/section>\n<\/section>\n<\/section>\n<\/section>\n<section><strong>\u6df1\u5733\u7535\u5b50\u5143\u5668\u4ef6\u548c\u96c6\u6210\u7535\u8def\u56fd\u9645\u4ea4\u6613\u4e2d\u5fc3\u8fdb\u5c55<\/strong><\/section>\n<section>\u8fd1\u65e5\uff0c\u7535\u5b50\u5143\u5668\u4ef6\u548c\u96c6\u6210\u7535\u8def\u56fd\u9645\u4ea4\u6613\u4e2d\u5fc3\u80a1\u4efd\u6709\u9650\u516c\u53f8\u521b\u7acb\u5927\u4f1a\u4e8e\u5728\u6df1\u5733\u53ec\u5f00\u3002\u636e\u4e86\u89e3\uff0c\u8be5\u4ea4\u6613\u4e2d\u5fc3\u4f4d\u4e8e\u6df1\u5733\u524d\u6d77\uff0c\u6ce8\u518c\u8d44\u672c\u4e3a 21.28 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13 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