{"id":14954,"date":"2025-02-11T22:18:27","date_gmt":"2025-02-11T14:18:27","guid":{"rendered":"https:\/\/www.kafeizha.com\/?p=14954"},"modified":"2025-02-11T22:18:27","modified_gmt":"2025-02-11T14:18:27","slug":"%e3%80%90%e8%b4%9f%e9%9d%a2%e3%80%91bloomberg%e4%b8%ad%e7%be%8e%e8%b4%b8%e6%98%93%e6%88%98%e9%98%b4%e5%bd%b1%e4%b8%8b%e7%9a%84%e4%ba%8c%e6%89%8b%e8%8a%af%e7%89%87%e5%b8%82%e5%9c%ba","status":"publish","type":"post","link":"https:\/\/news.tomjun.com\/?p=14954","title":{"rendered":"\u3010\u8d1f\u9762\u3011[bloomberg]\u4e2d\u7f8e\u8d38\u6613\u6218\u9634\u5f71\u4e0b\u7684\u4e8c\u624b\u82af\u7247\u5e02\u573a"},"content":{"rendered":"<p>**\u4e2d\u7f8e\u8d38\u6613\u6469\u64e6\u9634\u5f71\u7b3c\u7f69\u4e0b\u7684\u4e8c\u624b\u82af\u7247\u8bbe\u5907\u5e02\u573a**<\/p>\n<p>\u6b22\u8fce\u9605\u8bfb\u300a\u79d1\u6280\u7eb5\u6df1\u300b\uff0c\u8fd9\u662f\u6211\u4eec\u7ecf\u8fc7\u6539\u7248\u540e\u7684\u6bcf\u65e5\u65b0\u95fb\u901a\u8baf\uff0c\u4e3a\u60a8\u5e26\u6765\u5f6d\u535a\u793e\u5168\u7403\u8bb0\u8005\u5173\u4e8e\u79d1\u6280\u5546\u4e1a\u7684\u62a5\u9053\u548c\u5206\u6790\u3002\u4eca\u5929\uff0c\u8bb0\u8005\u4ece\u4e1c\u4eac\u53d1\u6765\u62a5\u9053\uff0c\u5173\u6ce8\u4e8c\u624b\u82af\u7247\u5236\u9020\u8bbe\u5907\u5e02\u573a\uff0c\u8d38\u6613\u9650\u5236\u7ed9\u8fd9\u4e2a\u5e02\u573a\u6295\u4e0b\u4e86\u5de8\u5927\u7684\u9634\u5f71\u3002<\/p>\n<p>**\u9ad8\u5c42\u4eba\u4e8b\u53d8\u52a8\uff1a**\u8bfa\u57fa\u4e9a\u5728\u4e00\u4efd\u58f0\u660e\u4e2d\u8868\u793a\uff0c\u82f1\u7279\u5c14\u65b0\u4efb\u547d\u7684\u4eba\u5de5\u667a\u80fd\u4e3b\u7ba1\u8d3e\u65af\u6c40\u00b7\u970d\u5854\u5fb7\u5c06\u51fa\u4efb\u8fd9\u5bb6\u82ac\u5170\u7535\u4fe1\u516c\u53f8\u7684\u9996\u5e2d\u6267\u884c\u5b98\uff0c\u63a5\u66ff\u4efb\u804c\u56db\u5e74\u7684\u4f69\u5361\u00b7\u4f26\u5fb7\u9a6c\u514b\u3002<\/p>\n<p>**\u88c1\u5458\uff1a**Meta 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3%\u3002\u8fd9\u5bb6\u603b\u90e8\u4f4d\u4e8e\u53f0\u6e7e\u7684\u7535\u5b50\u5236\u9020\u5546\u7684\u4e1a\u7ee9\u662f\u4eba\u5de5\u667a\u80fd\u57fa\u7840\u8bbe\u65bd\u5efa\u8bbe\u7684\u98ce\u5411\u6807\u3002<\/p>\n<p>\u91d1\u878d\u79d1\u6280\u516c\u53f8 Plaid \u6b63\u5728\u4e0e\u9ad8\u76db\u5408\u4f5c\u51fa\u552e\u73b0\u6709\u80a1\u4efd\u3002\u867d\u7136 Plaid \u5728 2021 \u5e74\u4ee5 134 \u4ebf\u7f8e\u5143\u7684\u4f30\u503c\u878d\u8d44\uff0c\u4f46\u636e\u77e5\u60c5\u4eba\u58eb\u900f\u9732\uff0c\u672c\u8f6e\u878d\u8d44\u7684\u4f30\u503c\u9884\u8ba1\u5c06\u4f4e\u4e8e\u8be5\u6570\u5b57\u3002<\/p>\n<p>SMFL Mirai \u7684\u7f51\u7ad9\u63ed\u793a\u4e86\u4e8c\u624b\u82af\u7247\u8bbe\u5907\u5e02\u573a\u7684\u6df1\u5ea6\u548c\u5e7f\u5ea6\u3002\u76ee\u524d\u5728\u552e\u7684\u8bbe\u5907\u5305\u62ec\uff1a\u65e5\u672c\u8fea\u6069\u58eb (Dainippon Screen) \u5341\u591a\u5e74\u524d\u751f\u4ea7\u7684\u663e\u5f71\u673a\uff1b\u6cf0\u745e\u8fbe (Teradyne) \u548c\u7231\u5fb7\u4e07 (Advantest) \u7684\u6d4b\u8bd5\u4eea\uff1b\u4e1c\u4eac\u7535\u5b50 (Tokyo Electron) \u7684\u6d82\u5e03\/\u663e\u5f71\u673a\uff1b\u6cdb\u6797\u534a\u5bfc\u4f53 (Lam Research) \u7684\u5e72\u6cd5\u8680\u523b\u673a\uff1b\u4ee5\u53ca ASML \u548c\u5c3c\u5eb7 (Nikon) \u751f\u4ea7\u7684\u6b65\u8fdb\u673a\u3002\u6b64\u5916\uff0c\u8fd8\u6709\u4e24\u53f0\u6765\u81ea\u76ee\u524d\u9876\u7ea7\u5236\u9020\u5546\u4f73\u80fd (Canon) \u7684 1996 \u5e74\u8001\u5f0f\u6b65\u8fdb\u673a\u3002<\/p>\n<p>SMFL Mirai \u7684\u7f51\u7ad9\u4ec5\u4ec5\u662f\u4e8c\u624b\u82af\u7247\u8bbe\u5907\u5e02\u573a\u7684\u4e00\u77a5\u3002\u636e\u4f30\u8ba1\uff0c\u8be5\u5e02\u573a\u5360\u82af\u7247\u5236\u9020\u5546\u6bcf\u5e74\u8d85\u8fc7 1000 \u4ebf\u7f8e\u5143\u8d44\u672c\u652f\u51fa\u7684 10%\u3002\u5927\u591a\u6570\u9500\u552e\u90fd\u5728\u5e55\u540e\u8fdb\u884c\uff0c\u4e70\u5bb6\u548c\u5356\u5bb6\u90fd\u5e0c\u671b\u5bf9\u4ea4\u6613\u4fdd\u5bc6\uff0c\u56e0\u4e3a\u4ea4\u6613\u53ef\u80fd\u4f1a\u6cc4\u9732\u6218\u7565\u4fe1\u606f\u3002\u4e0e\u4e8c\u624b\u8f66\u9500\u552e\u5546\u7c7b\u4f3c\uff0c\u901a\u5e38\u662f\u8bbe\u5907\u5236\u9020\u5546\u5728\u5e55\u540e\u627f\u62c5\u5927\u90e8\u5206\u7684\u8f6c\u552e\u5de5\u4f5c\u3002\u82af\u7247\u5de5\u5177\u9700\u8981\u4e3a\u65b0\u7528\u6237\u8fdb\u884c\u91cd\u65b0\u6821\u51c6\uff1a\u8bbe\u5907\u8d8a\u5148\u8fdb\uff0c\u6240\u9700\u7684\u4e13\u4e1a\u77e5\u8bc6\u548c\u65f6\u95f4\u5c31\u8d8a\u591a\u3002\u4f8b\u5982\uff0c\u8981\u51fa\u552e\u4e00\u53f0\u4e8c\u624b\u7684 ASML \u5149\u523b\u673a\uff0c\u7edd\u5bf9\u9700\u8981 ASML \u7684\u5e2e\u52a9\u624d\u80fd\u4e3a\u4e0b\u4e00\u4e2a\u5ba2\u6237\u63d0\u4f9b\u670d\u52a1\u3002<\/p>\n<p>\u76f4\u5230\u6700\u8fd1\uff0c\u4e2d\u56fd\u751f\u4ea7\u5546\u4e00\u76f4\u5728\u5927\u4e3e\u8d2d\u4e70\u65b0\u7684\u548c\u4e8c\u624b\u7684\u8bbe\u5907\uff0c\u4ee5\u589e\u5f3a\u6280\u672f\u81ea\u4e3b\u6027\uff0c\u8fd9\u6781\u5927\u5730\u63a8\u52a8\u4e86\u5e02\u573a\u7684\u53d1\u5c55\u3002\u5728\u7f8e\u56fd\u603b\u7edf\u62dc\u767b\u548c\u7279\u6717\u666e\u7684\u9886\u5bfc\u4e0b\uff0c\u7f8e\u56fd\u53ef\u80fd\u5b9e\u65bd\u66f4\u591a\u5236\u88c1\u7684\u5a01\u80c1\u4e5f\u4fc3\u4f7f\u4e2d\u56fd\u4f01\u4e1a\u5728\u9650\u5236\u63aa\u65bd\u751f\u6548\u524d\u56e4\u79ef\u8bbe\u5907\u3002<\/p>\n<p>\u4f46\u8fd9\u79cd\u76db\u51b5\u6b63\u5728\u7ed3\u675f\u3002\u4e2d\u56fd\u6210\u719f\u82af\u7247\u5236\u9020\u5546\u4ea7\u80fd\u8fc7\u5269\u65e5\u76ca\u4e25\u91cd\uff0c\u524a\u5f31\u4e86\u5bf9\u6700\u65b0\u8bbe\u5907\u4e4b\u5916\u7684\u5176\u4ed6\u8bbe\u5907\u7684\u9700\u6c42\u3002\u4e1c\u4eac\u7535\u5b50\u9996\u5e2d\u6267\u884c\u5b98\u6cb3\u5408\u5229\u6811\u4e0a\u5468\u8b66\u544a\u79f0\uff0c\u4e2d\u56fd\u82af\u7247\u5236\u9020\u5546\u7684\u603b\u4f53\u652f\u51fa\uff0c\u5c24\u5176\u662f\u5728\u65b0\u8fdb\u5165\u8005\u4e2d\uff0c\u5c06\u5728 2025 \u5e74\u653e\u7f13\u3002\u4f46\u4ed6\u540c\u65f6\u8868\u793a\uff0c\u7528\u4e8e\u6784\u5efa\u9ad8\u5e26\u5bbd\u5185\u5b58\u548c\u4eba\u5de5\u667a\u80fd\u82af\u7247\u7684\u673a\u5668\u652f\u51fa\u5c06\u4f1a\u98d9\u5347\u3002<\/p>\n<p>\u4f8b\u5982\uff0c\u7845\u6676\u5706\u5236\u9020\u5546\u73af\u7403\u6676\u5706 (GlobalWafers) \u8868\u793a\uff0c\u5b83\u6b63\u5728\u91cd\u65b0\u914d\u7f6e\u751f\u4ea7\uff0c\u5c06\u66f4\u591a\u8d44\u6e90\u8f6c\u79fb\u5230\u9ad8\u7aef 300 \u6beb\u7c73\u6676\u5706\u4e0a\uff0c\u8fd9\u79cd\u6676\u5706\u7528\u4e8e\u6700\u5148\u8fdb\u7684\u751f\u4ea7\u7ebf\uff0c\u4ee5\u5236\u9020\u82f1\u4f1f\u8fbe\u3001AMD 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OpenAI \u7684\u8054\u5408\u521b\u59cb\u4eba\u81ea\u591a\u5e74\u524d\u56e0\u516c\u53f8\u53d1\u5c55\u65b9\u5411\u4e0d\u5408\u800c\u5206\u9053\u626c\u9573\u540e\uff0c\u4e00\u76f4\u4e89\u8bba\u4e0d\u65ad\u3002\u5468\u4e00\uff0c\u4ee3\u8868\u9a6c\u65af\u514b\u7684\u5f8b\u5e08\u8868\u793a\uff0c\u4e00\u7fa4\u6295\u8d44\u8005\u8ba4\u4e3a\u5965\u7279\u66fc\u63a7\u5236\u7740 OpenAI\u3002\u5965\u7279\u66fc\u5728 X \u5e73\u53f0\u4e0a\u7684\u5e16\u5b50\u4e2d\u56de\u590d\u201c\u4e0d\u7528\u4e86\uff0c\u8c22\u8c22\u201d\uff0c\u8fd9\u5f15\u6765\u4e86\u9a6c\u65af\u514b\u7684\u8fb1\u9a82\u3002<\/p>\n<p>\u5404\u516c\u53f8\u90fd\u5728\u5927\u529b\u6295\u8d44\u4eba\u5de5\u667a\u80fd\uff0c\u4f46\u5e76\u672a\u770b\u5230\u5b9e\u9645\u7684\u751f\u4ea7\u529b\u63d0\u5347\u2014\u2014\u4eba\u5de5\u667a\u80fd\u662f\u5426\u5bf9\u60a8\u7684\u5de5\u4f5c\u6709\u6240\u5e2e\u52a9\uff1f\u6211\u4eec\u5e0c\u671b\u4e86\u89e3\u3002\u8bf7\u901a\u8fc7\u6b64\u94fe\u63a5\u544a\u8bc9\u6211\u4eec\u4eba\u5de5\u667a\u80fd\u5982\u4f55\u5f71\u54cd\u60a8\u7684\u5de5\u4f5c\u5e76\u8282\u7701\u60a8\u7684\u65f6\u95f4\u3002<\/p>\n<p>\u66f4\u591a\u5f6d\u535a\u79d1\u6280\u65b0\u95fb\u901a\u8baf\u5c06\u5728\u60a8\u7684\u6536\u4ef6\u7bb1\u4e2d\u3002 <\/p>\n<hr>\n<p><b>\u5206\u6790\u5927\u6a21\u578b\uff1a<\/b>gemma2<br \/><b>\u5f97\u5206\uff1a<\/b>-40<br \/><b>\u539f\u56e0\uff1a<\/b><\/p>\n<pre style=\"white-space: pre-wrap;font-size: inherit;\">\u6587\u7ae0\u867d\u7136\u4e3b\u8981\u5728\u63cf\u8ff0\u4e8c\u624b\u82af\u7247\u8bbe\u5907\u5e02\u573a\uff0c\u4f46\u591a\u6b21\u63d0\u53ca\u4e2d\u56fd\u5382\u5546\u7684\u4ea7\u80fd\u8fc7\u5269\uff0c\u4ee5\u53ca\u7f8e\u56fd\u5bf9\u4e2d\u56fd\u6280\u672f\u51fa\u53e3\u7684\u9650\u5236\uff0c\u6697\u793a\u4e86\u4e2d\u56fd\u5728\u82af\u7247\u5236\u9020\u9886\u57df\u9762\u4e34\u7684\u6311\u6218\uff0c\u4ee5\u53ca\u5bf9\u4e2d\u56fd\u6280\u672f\u81ea\u4e3b\u7684\u62c5\u5fe7\u3002\u8fd9\u79cd\u63cf\u8ff0\u867d\u7136\u662f\u57fa\u4e8e\u4e8b\u5b9e\uff0c\u4f46\u6574\u4f53\u4e0a\u5bf9\u4e2d\u56fd\u7684\u60c5\u7eea\u504f\u8d1f\u9762\u3002<\/pre>\n<hr>\n<p><b>\u539f\u6587\u5730\u5740\uff1a<\/b><a href=\"https:\/\/www.bloomberg.com\/news\/newsletters\/2025-02-11\/china-us-trade-fight-clouds-vibrant-market-for-used-chip-gear\" target=\"_blank\">China-US Trade Fight Clouds\u00a0Vibrant Market for Used Chip Gear<\/a><br \/> <b>\u65b0\u95fb\u65e5\u671f\uff1a<\/b>2025-02-11<\/p>\n<div 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\u6b22\u8fce\u9605\u8bfb\u300a\u79d1\u6280\u7eb5\u6df1\u300b\uff0c\u8fd9\u662f\u6211\u4eec\u7ecf\u8fc7\u6539\u7248\u540e\u7684\u6bcf\u65e5\u65b0\u95fb\u901a\u8baf\uff0c\u4e3a\u60a8 [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"categories":[79],"tags":[234,13322,1950,1160,13323],"class_list":["post-14954","post","type-post","status-publish","format-standard","hentry","category-79","tag-234","tag-13322","tag-1950","tag-1160","tag-13323"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/news.tomjun.com\/index.php?rest_route=\/wp\/v2\/posts\/14954","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/news.tomjun.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/news.tomjun.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/news.tomjun.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/news.tomjun.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=14954"}],"version-history":[{"count":1,"href":"https:\/\/news.tomjun.com\/index.php?rest_route=\/wp\/v2\/posts\/14954\/revisions"}],"predecessor-version":[{"id":14955,"href":"https:\/\/news.tomjun.com\/index.php?rest_route=\/wp\/v2\/posts\/14954\/revisions\/14955"}],"wp:attachment":[{"href":"https:\/\/news.tomjun.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=14954"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/news.tomjun.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=14954"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/news.tomjun.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=14954"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}