{"id":7309,"date":"2024-12-13T03:26:41","date_gmt":"2024-12-13T08:26:41","guid":{"rendered":"https:\/\/diaomao.cc\/?p=7309"},"modified":"2024-12-13T03:26:44","modified_gmt":"2024-12-13T08:26:44","slug":"broadcom-%e9%a2%84%e6%b5%8b%e4%ba%ba%e5%b7%a5%e6%99%ba%e8%83%bd%e9%94%80%e5%94%ae%e6%bf%80%e5%a2%9e%ef%bc%8c%e8%82%a1%e4%bb%b7%e5%a4%a7%e5%b9%85%e4%b8%8a%e6%b6%a8","status":"publish","type":"post","link":"https:\/\/diaomao.cc\/?p=7309","title":{"rendered":"Broadcom: \u9884\u6d4b\u4eba\u5de5\u667a\u80fd\u9500\u552e\u6fc0\u589e\uff0c\u80a1\u4ef7\u5927\u5e45\u4e0a\u6da8"},"content":{"rendered":"\n<ul class=\"wp-block-list\">\n<li>\u516c\u53f8\u5728\u672a\u6765\u4e09\u5e74\u5185\u770b\u5230\u5de8\u5927\u7684\u673a\u4f1a<\/li>\n\n\n\n<li>\u4eba\u5de5\u667a\u80fd\u6536\u5165\u5728\u6700\u65b0\u8d22\u653f\u5e74\u5ea6\u8fbe\u5230122\u4ebf\u7f8e\u5143<\/li>\n<\/ul>\n\n\n\n<p><em>Broadcom Inc.<\/em>&nbsp;\u662f&nbsp;<em>Apple Inc.<\/em>&nbsp;\u548c\u5176\u4ed6\u5927\u578b\u79d1\u6280\u516c\u53f8\u7684\u82af\u7247\u4f9b\u5e94\u5546\uff0c\u5728\u9884\u6d4b\u5176\u4eba\u5de5\u667a\u80fd\u82af\u7247\u9700\u6c42\u6fc0\u589e\u540e\uff0c\u80a1\u4ef7\u5728\u76d8\u540e\u4ea4\u6613\u4e2d\u4e0a\u6da8\u3002<\/p>\n\n\n\n<p>\u516c\u53f8\u5728\u8d22\u62a5\u540e\u7684\u7535\u8bdd\u4f1a\u8bae\u4e2d\u8868\u793a\uff0c<strong>AI \u4ea7\u54c1\u7684\u9500\u552e\u5c06\u5728\u8d22\u653f\u7b2c\u4e00\u5b63\u5ea6\u589e\u957f 65%<\/strong>\uff0c\u8fdc\u5feb\u4e8e\u5176\u6574\u4f53\u534a\u5bfc\u4f53\u589e\u957f\u7ea6 10% \u7684\u901f\u5ea6\u3002<\/p>\n\n\n\n<p><strong>\u8be5\u82af\u7247\u5236\u9020\u5546\u8fd8\u9884\u6d4b\uff0c\u4e3a\u6570\u636e\u4e2d\u5fc3\u8fd0\u8425\u5546\u8bbe\u8ba1\u7684 AI \u7ec4\u4ef6\u7684\u53ef\u5bfb\u5740\u5e02\u573a\u5c06\u5728\u8d22\u653f 2027 \u5e74\u8fbe\u5230\u9ad8\u8fbe\u00a0900 \u4ebf\u7f8e\u5143\u3002<\/strong><\/p>\n\n\n\n<p>\u4e0e&nbsp;<em>Nvidia Corp.<\/em>&nbsp;\u7c7b\u4f3c\uff0c<em>Broadcom<\/em>&nbsp;\u6b63\u5728\u5c06\u81ea\u5df1\u5b9a\u4f4d\u4e3a AI \u652f\u51fa\u70ed\u6f6e\u7684\u4e3b\u8981\u53d7\u76ca\u8005\u3002\u9996\u5e2d\u6267\u884c\u5b98&nbsp;<em>Hock Tan<\/em>&nbsp;\u8868\u793a\uff0c\u4ed6\u7684\u516c\u53f8\u5df2\u7ecf\u8d62\u5f97\u4e86\u4e24\u4e2a\u4e3b\u8981\u7684\u65b0\u8d85\u5927\u89c4\u6a21\u5ba2\u6237\uff0c\u5373\u6700\u5927\u7684 \u6570\u636e\u4e2d\u5fc3\u8fd0\u8425\u5546\u3002<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img data-dominant-color=\"f1f1f1\" data-has-transparency=\"false\" style=\"--dominant-color: #f1f1f1;\" loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"551\" src=\"https:\/\/diaomao.cc\/wp-content\/uploads\/2024\/12\/image-192-1024x551.webp\" alt=\"\" class=\"wp-image-7316 not-transparent\" srcset=\"https:\/\/diaomao.cc\/wp-content\/uploads\/2024\/12\/image-192-1024x551.webp 1024w, https:\/\/diaomao.cc\/wp-content\/uploads\/2024\/12\/image-192-300x161.webp 300w, https:\/\/diaomao.cc\/wp-content\/uploads\/2024\/12\/image-192-768x413.webp 768w, https:\/\/diaomao.cc\/wp-content\/uploads\/2024\/12\/image-192-png.webp 1208w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p><strong>\u5728\u8fd9\u4e00\u6d88\u606f\u53d1\u5e03\u540e\uff0c\u80a1\u4ef7\u5728\u76d8\u540e\u4ea4\u6613\u4e2d\u4e0a\u6da8\u4e86\u7ea6\u00a014%\u3002\u622a\u81f3\u76ee\u524d\uff0c2024 \u5e74\u7684\u80a1\u4ef7\u5df2\u4e0a\u6da8\u00a062%\u3002<\/strong><\/p>\n\n\n\n<p>\u4eca\u5e74\u6295\u8d44\u8005\u7eb7\u7eb7\u6d8c\u5165&nbsp;<em>Broadcom<\/em>&nbsp;\u7684\u80a1\u7968\uff0c\u53d7\u5230 AI \u4e50\u89c2\u60c5\u7eea\u7684\u5438\u5f15\u3002\u8fd9\u5bb6\u603b\u90e8\u4f4d\u4e8e\u52a0\u5229\u798f\u5c3c\u4e9a\u5dde&nbsp;<em>Palo Alto<\/em>&nbsp;\u7684\u516c\u53f8\u9884\u6d4b\uff0c\u6765\u81ea\u8be5\u5e02\u573a\u7684\u5e74\u6536\u5165\u5c06\u8d85\u8fc7&nbsp;<strong>100 \u4ebf\u7f8e\u5143<\/strong>\uff0c\u8d85\u8fc7\u5176\u4e1a\u52a1\u7684\u5176\u4ed6\u90e8\u5206\u3002\u6700\u7ec8\uff0c\u4e0a\u4e00\u8d22\u653f\u5e74\u5ea6\u8fd9\u4e00\u6570\u5b57\u8fbe\u5230\u4e86&nbsp;<strong>122 \u4ebf\u7f8e\u5143<\/strong>\u3002<\/p>\n\n\n\n<p><em>Tan<\/em>&nbsp;\u8868\u793a\uff0cAI \u6536\u5165\u5728\u8fd9\u4e00\u5e74\u4e2d\u589e\u957f\u4e86&nbsp;<strong>220%<\/strong>\uff0c\u53d7\u5230\u4e86\u5904\u7406\u5668\u548c\u7f51\u7edc\u7ec4\u4ef6\u9700\u6c42\u7684\u63a8\u52a8\u3002\u4e0e\u6b64\u540c\u65f6\uff0c\u7b2c\u4e00\u5b63\u5ea6\u975e AI \u82af\u7247\u7684\u9700\u6c42\u5c06\u4f1a\u4e0b\u964d\u3002\u8be5\u671f\u7684\u603b\u9500\u552e\u989d\u4e3a&nbsp;<strong>146 \u4ebf\u7f8e\u5143<\/strong>\uff0c\u4e0e\u9884\u671f\u4e00\u81f4\u3002<\/p>\n\n\n\n<p>\u516c\u53f8\u8868\u793a\uff0c\u7b2c\u56db\u5b63\u5ea6\u7684\u6bcf\u80a1\u5229\u6da6\u4e3a&nbsp;<strong>1.42 \u7f8e\u5143<\/strong>\uff0c\u6392\u9664\u67d0\u4e9b\u9879\u76ee\u3002\u8be5\u671f\u95f4\u7684\u6536\u5165\u63a5\u8fd1&nbsp;<strong>141 \u4ebf\u7f8e\u5143<\/strong>\uff0c\u8be5\u671f\u622a\u81f3\u4e8e 11 \u6708 3 \u65e5\u3002\u6839\u636e&nbsp;<em>Bloomberg<\/em>&nbsp;\u6c47\u7f16\u7684\u6570\u636e\uff0c\u5206\u6790\u5e08\u5e73\u5747\u9884\u6d4b\u6bcf\u80a1\u6536\u76ca\u4e3a&nbsp;<strong>1.39 \u7f8e\u5143<\/strong>\uff0c\u6536\u5165\u4e3a&nbsp;<strong>141 \u4ebf\u7f8e\u5143<\/strong>\u3002<\/p>\n\n\n\n<p><strong>\u6570\u636e\u4e2d\u5fc3\u63d0\u4f9b\u5546\u4f9d\u9760\u00a0<em>Broadcom<\/em>\u00a0\u7684\u5b9a\u5236\u82af\u7247\u8bbe\u8ba1\u548c\u7f51\u7edc\u534a\u5bfc\u4f53\u6765\u6784\u5efa\u5176 AI \u7cfb\u7edf\u3002\u8be5\u516c\u53f8\u8fd8\u9500\u552e\u6c7d\u8f66\u3001\u667a\u80fd\u624b\u673a\u548c\u4e92\u8054\u7f51\u63a5\u5165\u8bbe\u5907\u7684\u7ec4\u4ef6\u3002<\/strong><\/p>\n\n\n\n<p><strong>\u4e0e\u6b64\u540c\u65f6\uff0c\u5b83\u5728\u8f6f\u4ef6\u65b9\u9762\u7684\u63a8\u52a8\u5305\u62ec\u4e3b\u673a\u8ba1\u7b97\u673a\u3001\u7f51\u7edc\u5b89\u5168\u548c\u6570\u636e\u4e2d\u5fc3\u4f18\u5316\u7684\u4ea7\u54c1\u3002<\/strong><\/p>\n\n\n\n<p><em>Broadcom<\/em>&nbsp;\u7684\u534a\u5bfc\u4f53\u90e8\u95e8\u5728\u7b2c\u56db\u5b63\u5ea6\u7684\u6536\u5165\u4e3a&nbsp;<strong>82.3 \u4ebf\u7f8e\u5143<\/strong>\uff0c\u589e\u957f&nbsp;<strong>12%<\/strong>\u3002\u8f6f\u4ef6\u9500\u552e\u589e\u957f\u8fd1&nbsp;<strong>200%<\/strong>\uff0c\u8fbe\u5230&nbsp;<strong>58.2 \u4ebf\u7f8e\u5143<\/strong>\u3002\u7531\u4e8e\u6536\u8d2d&nbsp;<em>VMware Inc.<\/em>\uff08\u7ea6\u4ee5&nbsp;<strong>690 \u4ebf\u7f8e\u5143<\/strong>&nbsp;\u8fdb\u884c\u6536\u8d2d\uff09\uff0c\u8be5\u516c\u53f8\u7684\u89c4\u6a21\u6bd4\u4e00\u5e74\u524d\u5927\u5f97\u591a\u3002<\/p>\n\n\n\n<p>\u5728\u62a5\u544a\u53d1\u5e03\u4e4b\u524d\uff0c\u5206\u6790\u5e08\u5bf9&nbsp;<em>Broadcom<\/em>&nbsp;\u7684\u82af\u7247\u8bbe\u8ba1\u4e1a\u52a1\u53d7\u5230\u9700\u6c42\u75b2\u8f6f\u7684\u5f71\u54cd\u8868\u793a\u62c5\u5fe7\u3002\u4ed6\u4eec\u6307\u51fa\uff0c<em>Alphabet Inc.<\/em>&nbsp;\u65b0\u7248\u672c\u5904\u7406\u5668\u7684\u63a8\u51fa\u901f\u5ea6\u8f83\u6162\u3002<\/p>\n\n\n\n<p><em>Bloomberg News<\/em>&nbsp;\u65e9\u4e9b\u65f6\u5019\u62a5\u9053\uff0c<em>Apple<\/em>&nbsp;\u5c06\u5728\u660e\u5e74\u5f00\u59cb\u9010\u6b65\u653e\u5f03\u4e00\u6b3e\u5173\u952e\u7684&nbsp;<em>Broadcom<\/em>&nbsp;\u65e0\u7ebf\u82af\u7247\u3002\u8fd9\u5bb6 iPhone \u5236\u9020\u5546\u4e00\u76f4\u5728\u7528\u5185\u90e8\u7248\u672c\u66ff\u6362\u4f9b\u5e94\u5546\u7684\u7ec4\u4ef6\uff0c\u8fd9\u4e00\u8d8b\u52bf\u4e5f\u5c06\u5f71\u54cd\u82af\u7247\u5236\u9020\u5546&nbsp;<em>Qualcomm Inc.<\/em>\u3002<\/p>\n\n\n\n<p><em>Tan<\/em>&nbsp;\u5728\u7535\u8bdd\u4f1a\u8bae\u4e2d\u8868\u793a\uff0c<em>Broadcom<\/em>&nbsp;\u4ecd\u7136\u4e0e&nbsp;<em>Apple<\/em>&nbsp;\u5728\u5404\u79cd\u6280\u672f\u7684\u591a\u5e74\u5ea6\u8def\u7ebf\u56fe\u4e0a\u4fdd\u6301\u9ad8\u5ea6\u5408\u4f5c\u3002\u4ed6\u8fd8\u8868\u793a\uff0c<em>Broadcom<\/em>&nbsp;\u5bf9\u6536\u8d2d\u4fdd\u6301\u5f00\u653e\u6001\u5ea6\u3002<\/p>\n\n\n\n<p>\u201c\u8fd9\u4e00\u76f4\u662f\u6211\u4eec\u516c\u53f8\u8fc7\u53bb&nbsp;<strong>10 \u5e74<\/strong>&nbsp;\u7684\u6838\u5fc3\u6218\u7565\u548c\u5546\u4e1a\u6a21\u5f0f\u7684\u4e00\u90e8\u5206\uff0c\u201d\u4ed6\u8bf4\u3002<\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>\u5173\u952e\u8bcd<\/strong><\/h4>\n\n\n\n<p><a href=\"https:\/\/diaomao.cc\/?tag=Broadcom\" target=\"_blank\" rel=\"noreferrer noopener\">Broadcom<\/a>&nbsp;|&nbsp;<a href=\"https:\/\/diaomao.cc\/?tag=Apple\" target=\"_blank\" rel=\"noreferrer noopener\">Apple<\/a>&nbsp;|&nbsp;<a href=\"https:\/\/diaomao.cc\/?tag=AI\" target=\"_blank\" rel=\"noreferrer noopener\">AI<\/a>&nbsp;|&nbsp;<a href=\"https:\/\/diaomao.cc\/?tag=Nvidia\" target=\"_blank\" rel=\"noreferrer noopener\">Nvidia<\/a>&nbsp;|&nbsp;<a href=\"https:\/\/diaomao.cc\/?tag=Hock-Tan\" target=\"_blank\" rel=\"noreferrer noopener\">Hock Tan<\/a>&nbsp;|&nbsp;<a href=\"https:\/\/diaomao.cc\/?tag=%E6%95%B0%E6%8D%AE%E4%B8%AD%E5%BF%83\" target=\"_blank\" rel=\"noreferrer noopener\">\u6570\u636e\u4e2d\u5fc3<\/a>&nbsp;|&nbsp;<a href=\"https:\/\/diaomao.cc\/?tag=VMware\" target=\"_blank\" rel=\"noreferrer noopener\">VMware<\/a>&nbsp;|&nbsp;<a href=\"https:\/\/diaomao.cc\/?tag=%E5%8D%8A%E5%AF%BC%E4%BD%93\" target=\"_blank\" rel=\"noreferrer noopener\">\u534a\u5bfc\u4f53<\/a>&nbsp;|&nbsp;<a href=\"https:\/\/diaomao.cc\/?tag=%E8%BD%AF%E4%BB%B6\" target=\"_blank\" rel=\"noreferrer noopener\">\u8f6f\u4ef6<\/a>&nbsp;|&nbsp;<a href=\"https:\/\/diaomao.cc\/?tag=%E6%8A%95%E8%B5%84%E8%80%85\" target=\"_blank\" rel=\"noreferrer noopener\">\u6295\u8d44\u8005<\/a>&nbsp;|&nbsp;<a href=\"https:\/\/diaomao.cc\/?tag=Palo-Alto\" target=\"_blank\" rel=\"noreferrer noopener\">Palo Alto<\/a>&nbsp;|&nbsp;<a href=\"https:\/\/diaomao.cc\/?tag=Qualcomm\" target=\"_blank\" rel=\"noreferrer noopener\">Qualcomm<\/a>&nbsp;|&nbsp;<a href=\"https:\/\/diaomao.cc\/?tag=Alphabet\" target=\"_blank\" rel=\"noreferrer noopener\">Alphabet<\/a>&nbsp;|&nbsp;<a href=\"https:\/\/diaomao.cc\/?tag=%E8%B4%A2%E6%94%BF\" target=\"_blank\" rel=\"noreferrer noopener\">\u8d22\u653f<\/a><\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>\u9884\u6d4b<\/strong><\/h4>\n\n\n\n<p><strong>Broadcom \u9884\u8ba1\u5176 AI \u4ea7\u54c1\u5728\u8d22\u653f\u7b2c\u4e00\u5b63\u5ea6\u7684\u9500\u552e\u5c06\u589e\u957f 65%\uff0c\u5e76\u9884\u8ba1\u5230\u8d22\u653f 2027 \u5e74\uff0cAI \u7ec4\u4ef6\u7684\u53ef\u5bfb\u5740\u5e02\u573a\u5c06\u8fbe\u5230\u9ad8\u8fbe 900 \u4ebf\u7f8e\u5143\u3002<\/strong><\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>\u6570\u636e\u6458\u8981<\/strong><\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>AI \u6536\u5165\u589e\u957f 220%<\/li>\n\n\n\n<li>\u8d22\u653f\u7b2c\u4e00\u5b63\u5ea6 AI \u4ea7\u54c1\u9500\u552e\u589e\u957f 65%<\/li>\n\n\n\n<li>\u6574\u4f53\u534a\u5bfc\u4f53\u589e\u957f\u7ea6 10%<\/li>\n\n\n\n<li>\u5e74\u6536\u5165\u9884\u6d4b\u8d85\u8fc7 100 \u4ebf\u7f8e\u5143<\/li>\n\n\n\n<li>\u7b2c\u56db\u5b63\u5ea6\u6bcf\u80a1\u5229\u6da6 1.42 \u7f8e\u5143<\/li>\n\n\n\n<li>\u7b2c\u56db\u5b63\u5ea6\u6536\u5165 141 \u4ebf\u7f8e\u5143<\/li>\n\n\n\n<li>\u534a\u5bfc\u4f53\u90e8\u95e8\u6536\u5165 82.3 \u4ebf\u7f8e\u5143\uff0c\u589e\u957f 12%<\/li>\n\n\n\n<li>\u8f6f\u4ef6\u9500\u552e\u589e\u957f\u8fd1 200%\uff0c\u8fbe\u5230 58.2 \u4ebf\u7f8e\u5143<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>\u6295\u8d44\u673a\u4f1a\u5206\u6790<\/strong><\/h4>\n\n\n\n<p>Broadcom \u76ee\u524d\u5728 AI \u548c\u534a\u5bfc\u4f53\u9886\u57df\u7684\u5f3a\u52b2\u589e\u957f\u6f5c\u529b\u63d0\u4f9b\u4e86\u826f\u597d\u7684\u6295\u8d44\u673a\u4f1a\u3002<\/p>\n\n\n\n<p>\u8003\u8651\u5230 AI \u4ea7\u54c1\u9700\u6c42\u7684\u6fc0\u589e\u4e0e\u516c\u53f8\u5bf9\u65b0\u8d85\u5927\u89c4\u6a21\u5ba2\u6237\u7684\u6210\u529f\u5438\u5f15\uff0c\u6295\u8d44\u8005\u53ef\u5173\u6ce8\u8be5\u516c\u53f8\u7684\u80a1\u4ef7\u8d70\u52bf\u3002\u540c\u65f6\uff0c\u5c3d\u7ba1\u6709\u4e9b\u62c5\u5fe7\u6765\u81ea\u4e8e\u9700\u6c42\u75b2\u8f6f\uff0c\u4f46\u5176\u8f6f\u4ef6\u90e8\u95e8\u7684\u5feb\u901f\u589e\u957f\u548c\u4e0e Apple \u7684\u6301\u7eed\u5408\u4f5c\u5173\u7cfb\u8868\u660e\uff0cBroadcom 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