{"id":7841,"date":"2024-12-30T06:14:47","date_gmt":"2024-12-30T11:14:47","guid":{"rendered":"https:\/\/diaomao.cc\/?p=7841"},"modified":"2024-12-30T06:14:50","modified_gmt":"2024-12-30T11:14:50","slug":"ibiden%ef%bc%9a%e6%9d%83%e8%a1%a1%e5%8a%a0%e5%bf%ab%e6%89%a9%e5%bc%a0%e4%bb%a5%e5%ba%94%e5%af%b9ai%e9%9c%80%e6%b1%82","status":"publish","type":"post","link":"https:\/\/diaomao.cc\/?p=7841","title":{"rendered":"Ibiden\uff1a\u6743\u8861\u52a0\u5feb\u6269\u5f20\u4ee5\u5e94\u5bf9AI\u9700\u6c42"},"content":{"rendered":"\n<ul class=\"wp-block-list\">\n<li><strong>AI\u5ba2\u6237\u9700\u6c42\u63d0\u5347\u82af\u7247\u5c01\u88c5\u57fa\u677f\u4f9b\u5e94<\/strong><\/li>\n\n\n\n<li><strong>\u82f1\u7279\u5c14\u957f\u671f\u5408\u4f5c\u4f19\u4f34\u589e\u957f\u4f9d\u8d56\u5176\u4ed6\u82af\u7247\u5236\u9020\u5546<\/strong><\/li>\n<\/ul>\n\n\n\n<p><strong>Ibiden Co.<\/strong>\uff0c\u4f5c\u4e3a Nvidia Corp. \u5c16\u7aef\u534a\u5bfc\u4f53\u6240\u4f7f\u7528\u82af\u7247\u5c01\u88c5\u57fa\u677f\u7684\u4e3b\u5bfc\u4f9b\u5e94\u5546\uff0c\u53ef\u80fd\u9700\u8981\u52a0\u5feb\u4ea7\u80fd\u6269\u5f20\u7684\u6b65\u4f10\u4ee5\u8ddf\u4e0a\u9700\u6c42\uff0c\u9996\u5e2d\u6267\u884c\u5b98\u8868\u793a\u3002<\/p>\n\n\n\n<p>\u8fd9\u5bb6\u62e5\u6709112\u5e74\u5386\u53f2\u7684\u516c\u53f8\u7684AI\u7528\u57fa\u677f\u9500\u552e\u5f3a\u52b2\uff0c\u5ba2\u6237\u8d2d\u4e70\u4e86<strong>Ibiden<\/strong>\u6240\u6709\u7684\u5e93\u5b58\uff0c\u9996\u5e2d\u6267\u884c\u5b98<strong>Koji Kawashima<\/strong>\u8bf4\uff0c\u5e76\u8865\u5145\u8bf4\u8fd9\u79cd\u9700\u6c42\u53ef\u80fd\u81f3\u5c11\u4f1a\u6301\u7eed\u5230\u660e\u5e74\u3002<\/p>\n\n\n\n<p><strong>Ibiden\u6b63\u5728\u5efa\u8bbe\u4f4d\u4e8e\u65e5\u672c\u4e2d\u90e8\u5c90\u961c\u53bf\u7684\u65b0\u57fa\u677f\u5de5\u5382\uff0c\u9884\u8ba1\u5c06\u57282025\u5e74\u7b2c\u56db\u5b63\u5ea6\u8fbe\u523025%\u7684\u4ea7\u80fd\uff0c\u968f\u540e\u52302026\u5e743\u6708\u8fbe\u523050%\u3002\u4f46Kawashima\u8868\u793a\uff0c\u8fd9\u53ef\u80fd\u8fd8\u4e0d\u591f\u3002\u516c\u53f8\u6b63\u5728\u8ba8\u8bba\u4f55\u65f6\u4e0a\u7ebf\u5269\u4f59\u768450%\u4ea7\u80fd\u3002<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img data-dominant-color=\"696658\" data-has-transparency=\"false\" style=\"--dominant-color: #696658;\" loading=\"lazy\" decoding=\"async\" width=\"634\" height=\"388\" src=\"https:\/\/diaomao.cc\/wp-content\/uploads\/2024\/12\/image-430-png.webp\" alt=\"\" class=\"wp-image-7844 not-transparent\" srcset=\"https:\/\/diaomao.cc\/wp-content\/uploads\/2024\/12\/image-430-png.webp 634w, https:\/\/diaomao.cc\/wp-content\/uploads\/2024\/12\/image-430-300x184.webp 300w\" sizes=\"auto, (max-width: 634px) 100vw, 634px\" \/><\/figure>\n\n\n\n<p><strong>\u201c\u6211\u4eec\u7684\u5ba2\u6237\u6709\u62c5\u5fe7\uff0c\u201d\u4ed6\u5728\u63a5\u53d7\u91c7\u8bbf\u65f6\u8bf4\u3002\u201c\u6211\u4eec\u5df2\u7ecf\u88ab\u8be2\u95ee\u5173\u4e8e\u4e0b\u4e00\u6b65\u6295\u8d44\u548c\u4e0b\u4e00\u6b21\u4ea7\u80fd\u6269\u5f20\u7684\u4e8b\u5b9c\u3002\u201d<\/strong><\/p>\n\n\n\n<p><strong>Ibiden<\/strong>\u7684\u80a1\u4ef7\u5468\u4e00\u5728\u4e1c\u4eac\u76d8\u4e2d\u4e0a\u6da8\u4e86\u591a\u8fbe5.5%\uff0c\u4e3a\u4e00\u4e2a\u591a\u6708\u6765\u6700\u5927\u7684\u76d8\u4e2d\u6da8\u5e45\u3002<\/p>\n\n\n\n<p>\u6839\u636e\u6c47\u7f16\u7684\u6570\u636e\uff0c<strong>Ibiden<\/strong>\u7684\u5ba2\u6237\u5305\u62ec<strong>Intel Corp.<\/strong>\u3001<strong>Advanced Micro Devices Inc.<\/strong>\u3001<strong>Samsung Electronics Co.\u548cTaiwan Semiconductor Manufacturing Co.<\/strong>\uff0c\u4ee5\u53ca<strong>Nvidia<\/strong>\u3002<\/p>\n\n\n\n<p>\u7531\u4e8e\u57fa\u677f\u9700\u8981\u4e3a\u6bcf\u4e2a\u82af\u7247\u91cf\u8eab\u5b9a\u5236\uff0c\u8bb8\u591a\u5ba2\u6237\u5728\u4ea7\u54c1\u5f00\u53d1\u65e9\u671f\u5c31\u4e0e\u8fd9\u5bb6\u65e5\u672c\u516c\u53f8\u54a8\u8be2\u3002<\/p>\n\n\n\n<p><strong>\u57fa\u677f\u6709\u52a9\u4e8e\u5c06\u4fe1\u53f7\u4ece\u534a\u5bfc\u4f53\u4f20\u8f93\u5230\u7535\u8def\u677f\uff0c\u5fc5\u987b\u80fd\u591f\u627f\u53d7Nvidia\u56fe\u5f62\u5904\u7406\u5355\u5143\u7684\u9ad8\u6e29\uff0c\u4ee5\u5f62\u6210\u5b8c\u6574\u7684AI\u82af\u7247\u5c01\u88c5\uff0c\u5305\u542b\u5b58\u50a8\u7b49\u7ec4\u4ef6\u3002<\/strong><\/p>\n\n\n\n<p><strong>Ibiden<\/strong>\u6210\u7acb\u4e8e1912\u5e74\uff0c\u6700\u521d\u662f\u4e00\u5bb6\u7535\u529b\u516c\u7528\u4e8b\u4e1a\u516c\u53f8\uff0c\u901a\u8fc7\u4e0e<strong>Intel<\/strong>\u7684\u5408\u4f5c\u5173\u7cfb\u53d1\u5c55\u4e86\u534a\u5bfc\u4f53\u4e13\u4e1a\u77e5\u8bc6\uff0c<strong>Kawashima<\/strong>\u901a\u8fc7\u6bcf\u5929\u5728<strong>Santa Clara<\/strong>\u516c\u53f8\u7684\u524d\u9762\u7b49\u5019\uff0c\u963b\u6b62\u5de5\u7a0b\u5e08\u548c\u9ad8\u7ba1\u8fdb\u884c\u4ea7\u54c1\u53cd\u9988\uff0c\u57f9\u517b\u4e86\u8fd9\u79cd\u5408\u4f5c\u5173\u7cfb\u3002\u5728\u67d0\u4e2a\u65f6\u5019\uff0c<strong>Intel<\/strong>\u5360\u636e\u4e86<strong>Ibiden<\/strong>\u82af\u7247\u5c01\u88c5\u57fa\u677f\u6536\u5165\u7684\u7ea670%\u523080%\u3002\u4f46\u5728\u622a\u81f3\u4e09\u6708\u7684\u8d22\u5e74\u4e2d\uff0c\u7531\u4e8e\u8fd9\u5bb6\u7f8e\u56fd\u82af\u7247\u5236\u9020\u5546\u5728\u6267\u884c\u8f6c\u578b\u8ba1\u5212\u65f6\u9047\u5230\u56f0\u96be\uff0c<strong>Intel<\/strong>\u7684\u4efd\u989d\u4e0b\u964d\u5230\u7ea630%\uff0c\u6700\u8fd1<strong>Intel<\/strong>\u8fd8\u89e3\u9664\u4e86\u9996\u5e2d\u6267\u884c\u5b98<strong>Pat Gelsinger<\/strong>\u7684\u804c\u52a1\u3002<\/p>\n\n\n\n<p><strong>\u5bf9Intel\u7684\u4f9d\u8d56\u5f71\u54cd\u4e86Ibiden\u7684\u80a1\u4ef7\uff0c\u4eca\u5e74\u4e0b\u8dcc\u4e86\u7ea640%\u3002<\/strong><\/p>\n\n\n\n<p><strong>Ibiden<\/strong>\u5728\u5341\u6708\u4efd\u4e0b\u8c03\u4e86\u5229\u6da6\u9884\u671f\uff0c\u56e0\u4e3a\u7528\u4e8e\u901a\u7528\u670d\u52a1\u5668\u7684\u7ec4\u4ef6\u9700\u6c42\u75b2\u8f6f\uff0c\u538b\u5012\u4e86AI\u670d\u52a1\u5668\u76f8\u5173\u7684\u589e\u957f\u3002\u4f46<strong>Kawashima<\/strong>\u8868\u793a\uff0c\u5c3d\u7ba1\u6269\u5927\u4e0e<strong>Intel<\/strong>\u4ee5\u5916\u7684\u82af\u7247\u5236\u9020\u5546\u7684\u4e1a\u52a1\u5f88\u91cd\u8981\uff0c\u4ed6\u5bf9<strong>Intel<\/strong>\u7684\u53cd\u5f39\u6301\u4fe1\u5fc3\u3002<\/p>\n\n\n\n<p>\u201c<strong>Intel<\/strong>\u7684\u6574\u4f53\u6280\u672f\u975e\u5e38\u5148\u8fdb\uff0c\u201d\u8fd9\u4f4d61\u5c81\u7684\u9996\u5e2d\u6267\u884c\u5b98\u8bf4\u3002\u201c<strong>Intel<\/strong>\u63d0\u5347\u4e86\u6211\u4eec\uff0c\u5f00\u542f\u4e86\u8bb8\u591a\u5927\u95e8\u3002\u6211\u4eec\u4e0e<strong>Intel<\/strong>\u7684\u5173\u7cfb\u5c06\u6c38\u8fdc\u662f\u6211\u4eec\u7684\u5b9d\u8d35\u8d22\u5bcc\uff0c<strong>Intel<\/strong>\u5c06\u6c38\u8fdc\u662f\u4e00\u4e2a\u91cd\u8981\u7684\u5ba2\u6237\u3002\u201d<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img data-dominant-color=\"b6ada9\" data-has-transparency=\"false\" style=\"--dominant-color: #b6ada9;\" loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"873\" src=\"https:\/\/diaomao.cc\/wp-content\/uploads\/2024\/12\/image-431-1024x873.webp\" alt=\"\" class=\"wp-image-7845 not-transparent\" srcset=\"https:\/\/diaomao.cc\/wp-content\/uploads\/2024\/12\/image-431-1024x873.webp 1024w, https:\/\/diaomao.cc\/wp-content\/uploads\/2024\/12\/image-431-300x256.webp 300w, https:\/\/diaomao.cc\/wp-content\/uploads\/2024\/12\/image-431-768x655.webp 768w, https:\/\/diaomao.cc\/wp-content\/uploads\/2024\/12\/image-431-png.webp 1200w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p><em>Koji KawashimaSource: Ibiden Co.<\/em><\/p>\n\n\n\n<p>\u7531\u4e8e\u8bb8\u591a\u5916\u56fd\u82af\u7247\u5236\u9020\u5546\u4e0d\u613f\u5c06\u5176\u6700\u65b0\u6280\u672f\u8f6c\u79fb\u5230\u7f8e\u56fd\uff0c<strong>Intel<\/strong>\u53ef\u80fd\u5728\u534e\u76db\u987f\u63d0\u9ad8\u56fd\u5185\u5c16\u7aef\u534a\u5bfc\u4f53\u751f\u4ea7\u80fd\u529b\u7684\u76ee\u6807\u4e2d\u626e\u6f14\u5173\u952e\u89d2\u8272\uff0c<strong>Kawashima<\/strong>\u8bf4\u3002<strong>Ibiden<\/strong>\u672c\u8eab\u5728\u7f8e\u56fd\u6ca1\u6709\u5236\u9020\u8bbe\u65bd\u3002\u65e0\u8bba<strong>\u7f8e\u56fd\u603b\u7edf\u5f53\u9009\u4ebaDonald Trump<\/strong>\u8ba1\u5212\u5bf9\u5e7f\u6cdb\u4ea7\u54c1\u5f81\u6536\u5173\u7a0e\u4e0e\u5426\uff0c<strong>Kawashima<\/strong>\u8868\u793a\uff0c\u516c\u53f8\u6ca1\u6709\u5efa\u5382\u7684\u8ba1\u5212\uff0c\u56e0\u4e3a\u52b3\u52a8\u529b\u548c\u7269\u6d41\u6210\u672c\u9ad8\u6602\u3002<\/p>\n\n\n\n<p><strong>Nvidia<\/strong>\u7684\u6240\u6709AI\u534a\u5bfc\u4f53\u73b0\u5728\u90fd\u4f7f\u7528<strong>Ibiden<\/strong>\u7684\u57fa\u677f\uff0c\u5c3d\u7ba1\u53f0\u6e7e\u7ade\u4e89\u5bf9\u624b\u5982<strong>Unimicron Technology Corp.\u6b63\u76ef\u4e0a\u8fd9\u4e00\u9886\u57df\u3002\u4f46\u6839\u636eToyo Securities<\/strong>\u5206\u6790\u5e08<strong>Hideki Yasuda<\/strong>\u7684\u8bf4\u6cd5\uff0c\u6253\u7834<strong>Ibiden<\/strong>\u4f5c\u4e3a\u4e3b\u5bfc\u4f9b\u5e94\u5546\u7684\u5730\u4f4d\u5e76\u4e0d\u5bb9\u6613\u3002<\/p>\n\n\n\n<p><strong>\u201cNvidia\u7684AI\u82af\u7247\u9700\u8981\u590d\u6742\u7684\u57fa\u677f\uff0c\u800cIbiden\u662f\u552f\u4e00\u80fd\u591f\u4ee5\u826f\u597d\u7684\u751f\u4ea7\u826f\u7387\u5927\u89c4\u6a21\u751f\u4ea7\u8fd9\u4e9b\u57fa\u677f\u7684\u516c\u53f8\uff0c\u201d\u4ed6\u8bf4\u3002\u201c\u53f0\u6e7e\u7684\u7ade\u4e89\u5bf9\u624b\u4e0d\u4f1a\u8f7b\u6613\u593a\u8d70Ibiden\u7684\u5e02\u573a\u4efd\u989d\u3002\u201d<\/strong><\/p>\n\n\n\n<p>AI\u534a\u5bfc\u4f53\u5360<strong>Ibiden<\/strong>\u5927\u7ea63,700\u4ebf\u65e5\u5143\uff08\u7ea623\u4ebf\u7f8e\u5143\uff09\u9500\u552e\u989d\u768415%\u4ee5\u4e0a\uff0c\u9884\u8ba1\u8fd9\u4e00\u6bd4\u4f8b\u5c06\u8fdb\u4e00\u6b65\u4e0a\u5347\u3002<strong>Nvidia<\/strong>\u8868\u793a\uff0c\u5728\u9047\u5230\u4e00\u4e9b\u521d\u6b65\u6280\u672f\u6311\u6218\u540e\uff0c\u5df2\u7ecf\u5f00\u59cb\u5168\u9762\u751f\u4ea7\u5176\u4e0b\u4e00\u4ee3<strong>Blackwell<\/strong>\u82af\u7247\u3002<\/p>\n\n\n\n<p>\u4ece\u957f\u8fdc\u6765\u770b\uff0cNvidia \u53ef\u80fd\u4f1a\u9762\u4e34\u6765\u81eaMarvell Technology Inc.\u548cBroadcom Inc. \u7684\u5e94\u7528\u7279\u5b9a\u82af\u7247\u4ee5\u53ca\u6765\u81eaAlphabet Inc.\u7684Google\u548cMicrosoft Corp.\u7684\u5185\u90e8\u7845\u7247\u7684\u7ade\u4e89\u3002<\/p>\n\n\n\n<p>Kawashima\u8868\u793a\uff0c\u7406\u8bba\u4e0a\uff0cIbiden\u5e94\u8be5\u80fd\u591f\u5bb9\u7eb3\u6240\u6709\u8fd9\u4e9b\uff0c\u56e0\u4e3aAI\u82af\u7247\u5c01\u88c5\u8bbe\u8ba1\u548c\u6750\u6599\u53ef\u80fd\u4ecd\u7136\u7c7b\u4f3c\u4e8eNvidia\u7684\u3002<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"%E5%85%B3%E9%94%AE%E8%AF%8D\"><strong>\u5173\u952e\u8bcd<\/strong><\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/diaomao.cc\/?tag=Ibiden\">Ibiden<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/diaomao.cc\/?tag=Nvidia\">Nvidia<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/diaomao.cc\/?tag=%E5%8D%8A%E5%AF%BC%E4%BD%93\">\u534a\u5bfc\u4f53<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/diaomao.cc\/?tag=%E5%9F%BA%E6%9D%BF\">\u57fa\u677f<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/diaomao.cc\/?tag=Kawashima\">Kawashima<\/a><\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"%E9%A2%84%E6%B5%8B\"><strong>\u9884\u6d4b<\/strong><\/h4>\n\n\n\n<p><strong>Ibiden\u5c06\u52a0\u5feb\u4ea7\u80fd\u6269\u5f20\u4ee5\u6ee1\u8db3\u6301\u7eed\u589e\u957f\u7684AI\u534a\u5bfc\u4f53\u9700\u6c42\uff0c\u9884\u8ba1\u9700\u6c42\u5c06\u81f3\u5c11\u6301\u7eed\u5230\u660e\u5e74\u3002<\/strong><\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"%E6%95%B0%E6%8D%AE%E6%91%98%E8%A6%81\"><strong>\u6570\u636e\u6458\u8981<\/strong><\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Ibiden\u6b63\u5728\u65e5\u672c\u5c90\u961c\u53bf\u5efa\u8bbe\u7684\u65b0\u57fa\u677f\u5de5\u5382\u9884\u8ba12025\u5e74\u7b2c\u56db\u5b63\u5ea6\u8fbe\u523025%\u4ea7\u80fd\uff0c2026\u5e743\u6708\u8fbe\u523050%\u3002<\/li>\n\n\n\n<li>AI\u534a\u5bfc\u4f53\u9500\u552e\u989d\u8d85\u8fc73,700\u4ebf\u65e5\u5143\uff0c\u5360\u516c\u53f823\u4ebf\u7f8e\u5143\u9500\u552e\u989d\u768415%\u4ee5\u4e0a\u3002<\/li>\n\n\n\n<li>\u8fc7\u53bb\uff0cIntel\u5360Ibiden\u82af\u7247\u5c01\u88c5\u57fa\u677f\u6536\u5165\u768470%\u81f380%\uff0c\u622a\u81f3\u4e09\u6708\u8d22\u5e74\u4e0b\u964d\u81f3\u7ea630%\u3002<\/li>\n\n\n\n<li>Ibiden\u80a1\u4ef7\u5728\u4e1c\u4eac\u76d8\u4e2d\u4e0a\u6da8\u4e865.5%\uff0c\u4e3a\u4e00\u4e2a\u591a\u6708\u6765\u7684\u6700\u5927\u6da8\u5e45\u3002<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"%E6%8A%95%E8%B5%84%E5%88%86%E6%9E%90\"><strong>\u6295\u8d44\u5206\u6790<\/strong><\/h4>\n\n\n\n<p><strong>\u673a\u4f1a<\/strong>\uff1a<\/p>\n\n\n\n<ul 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