½ðÄê»á

À´Ô´£ºÓÇÆÝµÄÒâ˼  £¬×÷Õߣº  £¬£º

à¸à¸  £¬¸úÄã½²  £¬ÏÖÔÚËæ´¦¶¼ÔÚ½²´ºÔË  £¬¼·µÃÈËÍ·à£à£Ïì  £¬³Ã÷ÈÕ¾¶¼ÏñÕ¨¹øÒ»Ñù¡£ÄãËÃ÷ÈÕâ»ØÏç¹ýÄê  £¬¸é¹ðÁÖÁøÖÝÕâ±ß  £¬ÄÄÀï²ÅÊÇÕæÕýÄÜ¿´µ½ÃÀÅ®µÄµØ·½£¿±ð¼±  £¬½ñÌìÎҾ͸úÄã´µ´µË®  £¬ÁÄÁÄ¡°ÃÀÅ®ÔÚÄÄÀïÕÒ¡±Õâ¸ö»°Ìâ  £¬¿´ÍêÄã¾ÍÏþµÃ¸ÃÍùÄÄ¿­¿ËÁË¡£

¹ðÁÖµÄÃÀÅ®  £¬¾°¶àÈËÃÀÂѵð¸Ü

°¥Ó´  £¬¹ðÁÖÕâµØ·½à£  £¬Çé¿ö¸ãÂѺà  £¬É½ÇàË®Ðã  £¬ÃÀŮҲÏñˮһÑùÑø³öÀ´µÄ  £¬ÇåÐãµÃºÜ¡£ÄãÒªÕÒÃÀÅ®  £¬ÑôË·Î÷½Ö¿Ï¶¨ÊÇ¡°ÆðÂ롱Ҫȥһ´ÎµÄ  £¬ÌرðÊÇÒ¹ÍíµÆ»ðͨÃ÷µÄʱºò  £¬Âú½Ö¶¼ÊÇ×±°çµÃ»¨Ö¦ÕÐÕ¹µÄÃÃÖ½¡£ÄÇЩСµêÃÅ¿ÚÕ¾×ŵÄЧÀÍÔ±  £¬°¥  £¬¸ö¸ö¶¼Ïñ´Ó»­Àï×ß³öÀ´µÄ  £¬ÂÑÊÇµÄ  £¬Ô½¿´Ô½ÑøÑÛ¡£

ÔÙ½²ÑôË·ÄDZߵÄÓöÁúºÓ  £¬×â¸öÖñ·¤×Ó  £¬ÂýÂýƯ  £¬°¶±ßʱʱʱ¾ÍÄÜÃéµ½¼¸¸öÃÀÅ®  £¬×±°çµÃʱ÷ÖµÃºÜ  £¬ÄÃÊÖ»ú×ÔÅIJ»´øÍ£µÄ¡£ÄãÒªÊÇÏë´îÚ¨  £¬¸øËýÃÇ˵¼¸¾ä¹ðÁø·½ÑÔ  £¬°¥  £¬¿ÉÄÜ»¹¾õµÃÄãÓеãÒâ˼  £¬¸ãÇ·ºÃ»¹Äܽ»¸öÅóÓÑ࣡£

Ïà¹ØÍ¼Æ¬
ÐÑÁúµã£ºÑôË·Î÷½ÖÍíÉÏÈËÌ«¼·ÂÑ  £¬×îºÃÏÂÎçÏÈÒÑÍù  £¬³Ôµã¹¤¾ßÔÙÂýÂý¹ä¡£Ò¹ÀïÈ˶àÁË  £¬¸ãÂѶ¼Ã»µØ·½Õ¾£¡
Ïà¹ØÍ¼Æ¬

ÁøÖݵÄÃÀÅ®  £¬¹¤Òµ·çÀïÓоªÏ²

Ïà¹ØÍ¼Æ¬

ÁøÖÝ࣠ £¬ÌýÆðÀ´ÊǸö¹¤Òµ¶¼»á  £¬µ«ÃÀŮҲ²»ÉÙßÖ£¡ÓÈÆäÊÇÁø½­Ò¹ÓÎ  £¬°¥  £¬ÄǽÐÒ»¸öÀËÂþµÃÂÑ»ðÌÌ¡£ÍíÉϵĽ­±ßµÆ¹â´òµÃƯÁÁµÃºÜ  £¬Äã´øÉÏÏà»ú  £¬×¼Äܲ¶»ñµ½¼¸¸ö·¹ýµÄÏÉÅ®¼¶ÈËÎï¡£ÌرðÊÇÄÇЩÒÂןº·þ³öÀ´ÅÄÕÕµÄÃÃÖ½  £¬ßõßõ  £¬¼òÖ±Ïñ´Ó¹Å´ú´©Ô½¹ýÀ´µÄ¡£

ÔÙ½²Ò»µã  £¬ÁøÖݵÄÒ¹ÊÐÒ²ÊǸö¸ãÃÀÅ®µÄºÃµØ·½¡£ºÃ±ÈÁøÄϵÄÁøºòÒ¹ÊÐ  £¬Âú½ÖµÄС³Ô̯  £¬Âô¹¤¾ßµÄÃÃÖ½¶¼ºÜÈÈÇé  £¬ÓÐЩ»¹»á¸úÄãÁä¹ðÁø»°  £¬¸ãµÃÄãÐÄÀïÂéÖ±Ñ÷¡£ÄãÒª²»ÐÅ  £¬¿ËÊÔÏÂ×Ó  £¬ÂòµãÉÕ¿¾É¶µÄ  £¬Ë³±ãÁÄÁ½¾ä  £¬Ã»×¼»¹Äܼñµ½¸ö»áЦµÃÂÑÌðµÄ¡£

´ºÔËÆÚ¼ä  £¬ÃÀÅ®ÔÚÄÄÀïÕÒ¸ü±ãµ±£¿

½²Õæ  £¬´ºÔËÆÚ¼ä  £¬»ð³Ã÷ÈÕ¾ºÍ¸ßÌúÕ¾ÊǸö¼ñÃÀÅ®µÄºÃµØ·½¡£ÎªÉ¶Äó£¿ÒòΪÈ˶à°¡£¡ÄãÈ¥ÁøÖÝ»ð³Ã÷ÈÕ¾¿´¿´  £¬ÄÇЩ±³×Å´ó°üС°üµÄÃÃÖ½  £¬ÓÐЩÊÇѧÉúÃà  £¬ÓÐЩÊǻؼҹýÄêµÄ°×Áì  £¬×±°çµÃ½à¾»ÓÖÇåˬ¡£ÄãÒªÊǵ¨Á¿´óµã  £¬×ÊÖúÁà¸ö°üɶµÄ  £¬¸ãÇ·ºÃ»¹ÄÜ˳±ãÁÄÁ½¾ä¡£

ÁíÓйðÁÖ±±Õ¾  £¬°¥  £¬ÄǸöºò³µ´óÌüÕæµÄÊÇÃÀÅ®Ôú¶ÑµÄµØ·½¡£ÌرðÊǵȸßÌúµÄʱºò  £¬Ðí¶àÃÃÖ½´©µÃÂÑʱ÷Ö  £¬×øÄǶùË¢ÊÖ»ú  £¬ÄãÒ»Ñ۾Ϳ´ÖÐÁË¡£¼Ç×ÅŶ  £¬±ð¸ãŨˮ  £¬Ö±½ÓÉÏÈ¥´îÚ¨  £¬Àñòµã  £¬¸ãÇ·ºÃÄÜÔ¼³öÀ´ºÈ±­Ä̲è࣡£

ÐÑÁúµã£º³Ã÷ÈÕ¾¼ñÃÀÅ®  £¬×îºÃ´ø¸öЦÁ³  £¬±ð¸ãµÃÏñ¸öÃÆÍ·¼¦  £¬ÏÅÈ˼ÒÂÑÅÜ£¡

ÄǾ¿¾¹ÃÀÅ®ÔÚÄÄÀïÕÒ²Å×î¿¿Æ×£¿ÂѷϽ²£¡ÒªÃ´¿ËÑôË·Î÷½Ö  £¬ÒªÃ´Áø½­Ò¹ÓÎ  £¬ÔÙ²»¼Ã³Ã÷ÈÕ¾¼ñ¸öÔËÆø  £¬×¼²»»áÈÃÄã¿ÕÊÖ¶ø¹é£¡

ÃÀÅ®ÔÚÄÄÀïÕÒ, ¹ðÁÖÃÀÅ®, ÁøÖÝÒ¹ÓÎ, ÑôË·Î÷½Ö, ´ºÔË´ò¿¨

¡¶½ð»ª°×ÁúÇÅÍíÉÏÓÐÂôµÄÂð¡·

±¾±¨Ñ¶?£¨¼ÇÕß?ÚùÃô?ÏØÎ¯±¨µÀ×é?Íô·åÁ¢?ͨѶԱ?³ÂÑÅ·¼£©?½üÈÕ  £¬ÀöçÆ¸ßÐÂÇø  £¬Õã½­ÇâÑôÄÜÔ´×°±¸ÓÐÏÞ¹«Ë¾¶­Ê³¤»Æ¸ÕÏò¼ÇÕß·ÖÏíÁËÒ»ÔòϲѶ£º¸Ã¹«Ë¾Ê×Åú50Óà¸öÇâÄÜÁ½ÂÖ³µ¹Ì̬´¢ÇâÆ¿²úƷСÅúÁ¿²âÊÔ˳ÀûÍê³É  £¬¸÷ÏîÐÔÄܲâÊÔ¼°¸ñºó  £¬¿Í»§Á¢¼´×·¼ÓÁËÉÏǧ¸ö²úƷж©µ¥¡£¹«Ë¾Ð²úÏßͶ²úºó  £¬Äê¾ù½«Éú²ú5ÍòÓà¸ö¹Ì̬´¢ÇâÆ¿²úÆ·¹©Ó¦ÖÁËÄ´¨ÖªÃû³µÆó¡£

¡¶ÑÕÖµµÄÍâΧÏÉÅ®¼«Æ·¡·

ÔÚ×ʱ¾ÅäÖÃÓëÕ½ÂÔ²ãÃæ  £¬¹«Ë¾ÊͷŶàÏî»ý¼«ÐźÅ¡£4Q25¼¾¶È·Öºì´ó·ùÌáÉý  £¬È«ÄêDPS´ï3,000º«Ôª  £¬²¢ÖØÉêÔÚFCFÏÔÖøÊÍ·ÅÇé¿öÏ¿¼ÂÇÌØ±ð¹É¶«»Ø±¨  £¬ÌåÏÖ¸üÖ÷¶¯µÄ»Ø±¨È¡Ïò¡£¿â´æ¹É×¢ÏúËäÒý·¢ADRÉÏÊÐÌÖÂÛ  £¬µ«ÖÎÀí²ãÃ÷È·±£´æÏà¹ØÑ¡ÔñȨ¡£ÒµÎñÉÏ  £¬SKHÖØ×éSolidigm  £¬ÔÚÃÀ¹úÉèÁ¢AI¿Ø¹Éƽ̨  £¬Ç¿»¯Óë½¹µãAIÉú̬µÄЭͬ¡£2026ÄêCapexÔ¤¼ÆÃ÷ÏÔÉÏÐе«ÈÔ¼á³Ö¼ÍÂÉ  £¬Î§ÈÆHBM¡¢ÏȽø·â×°ÓëÒªº¦²úÄܽ¨ÉèÍÆ½ø¡£½áºÏ´æ´¢¼Û¸ñÉÏÐÐÖÜÆÚÓëHBM½øÕ¹  £¬SKHÖÐÆÚ»ù±¾ÃæÓë¹É¼ÛÉÏÐÐÂß¼­ÈÔ¾ßÖ§³Å¡£

¡¶´óÁ¬¼¼Ê¦Ñ§Ð£Å®ÉúºÃÔ¼¡·

Ä϶¼¼ÇÕß×¢Òâµ½  £¬½üÆÚ¹ó½ðÊô¼Û¸ñÁ¬ÐøÉÏÕÇ  £¬Òý·¢Éç»á¸÷½ç¹Ø×¢¡£×Ô½ñÄêÒÔÀ´  £¬¹ú¼Ê»Æ½ðÆÚ»õ¼Û¸ñÕÇ·ùÒѳ¬17%  £¬°×ÒøÕÇ·ùÔò¸ß´ï55%¡£1ÔÂ28ÈÕ  £¬»Æ½ðºÍ°×Òø¼Û¸ñ¼ÌÐø´ó·ùÉÏÕÇ¡£4Ô»ƽðÆÚ»õ¼Û¸ñ´´ÏÂÿ°»Ë¾5370ÃÀÔªµÄÀúÊ·ÐÂ¸ß  £¬3Ô°×ÒøÆÚ»õ¼Û¸ñÒ»¶ÈµÖ´ïÿ°»Ë¾117ÃÀÔª¡£

ÍøÕ¾µØÍ¼