{"version":"1.0","provider_name":"Fortune Insight","provider_url":"https:\/\/prime.fortuneinsight.com\/web","author_name":"\u6e3e\u6c34","author_url":"https:\/\/prime.fortuneinsight.com\/web\/posts\/author\/muddydirtywater","title":"\u535a\u901a AI ASIC \u6230\u7565\u5e03\u5c40\u5dd4\u5cf0 \u2502 \u9396\u5b9a\u53f0\u7a4d\u96fb\u8207HBM\u7522\u80fd\uff0c\u9810\u898b2027\u8ca1\u5e74 AI \u71df\u6536\u7a81\u7834\u5343\u5104\u7f8e\u5143\u65b0\u7d00\u5143 - Fortune Insight","type":"rich","width":600,"height":338,"html":"<blockquote class=\"wp-embedded-content\"><a href=\"https:\/\/prime.fortuneinsight.com\/web\/posts\/869485\">\u535a\u901a AI ASIC \u6230\u7565\u5e03\u5c40\u5dd4\u5cf0 \u2502 \u9396\u5b9a\u53f0\u7a4d\u96fb\u8207HBM\u7522\u80fd\uff0c\u9810\u898b2027\u8ca1\u5e74 AI \u71df\u6536\u7a81\u7834\u5343\u5104\u7f8e\u5143\u65b0\u7d00\u5143<\/a><\/blockquote>\n<script type='text\/javascript'>\n<!--\/\/--><![CDATA[\/\/><!--\n\t\t!function(c,d){\"use strict\";var e=!1,n=!1;if(d.querySelector)if(c.addEventListener)e=!0;if(c.wp=c.wp||{},!c.wp.receiveEmbedMessage)if(c.wp.receiveEmbedMessage=function(e){var t=e.data;if(t)if(t.secret||t.message||t.value)if(!\/[^a-zA-Z0-9]\/.test(t.secret)){for(var r,a,i,s=d.querySelectorAll('iframe[data-secret=\"'+t.secret+'\"]'),n=d.querySelectorAll('blockquote[data-secret=\"'+t.secret+'\"]'),o=0;o<n.length;o++)n[o].style.display=\"none\";for(o=0;o<s.length;o++)if(r=s[o],e.source===r.contentWindow){if(r.removeAttribute(\"style\"),\"height\"===t.message){if(1e3<(i=parseInt(t.value,10)))i=1e3;else if(~~i<200)i=200;r.height=i}if(\"link\"===t.message)if(a=d.createElement(\"a\"),i=d.createElement(\"a\"),a.href=r.getAttribute(\"src\"),i.href=t.value,i.host===a.host)if(d.activeElement===r)c.top.location.href=t.value}}},e)c.addEventListener(\"message\",c.wp.receiveEmbedMessage,!1),d.addEventListener(\"DOMContentLoaded\",t,!1),c.addEventListener(\"load\",t,!1);function t(){if(!n){n=!0;for(var e,t,r=-1!==navigator.appVersion.indexOf(\"MSIE 10\"),a=!!navigator.userAgent.match(\/Trident.*rv:11\\.\/),i=d.querySelectorAll(\"iframe.wp-embedded-content\"),s=0;s<i.length;s++){if(!(e=i[s]).getAttribute(\"data-secret\"))t=Math.random().toString(36).substr(2,10),e.src+=\"#?secret=\"+t,e.setAttribute(\"data-secret\",t);if(r||a)(t=e.cloneNode(!0)).removeAttribute(\"security\"),e.parentNode.replaceChild(t,e)}}}}(window,document);\n\/\/--><!]]>\n<\/script><iframe sandbox=\"allow-scripts\" security=\"restricted\" src=\"https:\/\/prime.fortuneinsight.com\/web\/posts\/869485\/embed\" width=\"600\" height=\"338\" title=\"&#8220;\u535a\u901a AI ASIC \u6230\u7565\u5e03\u5c40\u5dd4\u5cf0 \u2502 \u9396\u5b9a\u53f0\u7a4d\u96fb\u8207HBM\u7522\u80fd\uff0c\u9810\u898b2027\u8ca1\u5e74 AI \u71df\u6536\u7a81\u7834\u5343\u5104\u7f8e\u5143\u65b0\u7d00\u5143&#8221; &#8212; Fortune Insight\" frameborder=\"0\" marginwidth=\"0\" marginheight=\"0\" scrolling=\"no\" class=\"wp-embedded-content\"><\/iframe>","thumbnail_url":"https:\/\/prime.fortuneinsight.com\/web\/wp-content\/uploads\/2026\/03\/fi-thumb.png","thumbnail_width":1000,"thumbnail_height":525,"description":"\u6587\u7ae0\u5c08\u6b04\u5167\u6240\u6709\u5167\u5bb9\u5747\u5c6cFortune Insight Prime\u6240\u6709\u3002\u7248\u6b0a\u6240\u6709\uff0c\u7ffb\u5370\u5fc5\u7a76\u3002 \u535a\u901a AI ASIC \u6230\u7565\u5e03\u5c40\u5dd4\u5cf0 \u2502 \u9396\u5b9a\u53f0\u7a4d\u96fb\u8207HBM\u7522\u80fd\uff0c\u9810\u898b2027\u8ca1\u5e74 AI \u71df\u6536\u7a81\u7834\u5343\u5104\u7f8e\u5143\u65b0\u7d00\u5143 Broadcom\u9019\u5bb6\u6676\u7247\u5de8\u982d\u7684\u9996\u5e2d\u57f7\u884c\u5b98 Hock Tan \u5728\u6700\u65b0\u7684\u696d\u7e3e\u6703\u8b70\u4e0a\u62cb\u51fa\u4e86\u4e00\u500b\u9707\u64bc\u5e02\u5834\u7684\u9810\u6e2c\uff0c\u6307\u51fa Broadcom \u9810\u8a08\u5728 2027 \u8ca1\u5e74\uff0c\u5176 AI \u6676\u7247\u71df\u6536\u5c07\u7a81\u7834 1000 \u5104\u7f8e\u5143\u3002\u9019\u4e00\u6578\u5b57\u4e0d\u50c5\u9060\u8d85\u5e02\u5834\u5148\u524d\u7684\u9810\u671f\uff0c\u66f4\u63ed\u793a\u4e86\u4eba\u5de5\u667a\u80fd\u57fa\u790e\u8a2d\u65bd\u5e02\u5834\u6b63\u5728\u7d93\u6b77\u7684\u6df1\u523b\u7d50\u69cb\u6027\u8b8a\u9769\u3002\u96a8\u8457 AI \u6280\u8853\u5f9e\u65e9\u671f\u7684\u5be6\u9a57\u968e\u6bb5\u9081\u5411\u5927\u898f\u6a21\u5546\u696d\u61c9\u7528\uff0c\u5b9a\u88fd\u5316\u6676\u7247\u7684\u9700\u6c42\u6b63\u5448\u73fe\u51fa\u7206\u70b8\u5f0f\u589e\u9577\u7684\u614b\u52e2\uff0c\u800c Broadcom \u6b63\u662f\u9019\u4e00\u8da8\u52e2\u4e0b\u7684\u6838\u5fc3\u53d7\u76ca\u8005\u3002 \u70ba\u4e86\u652f\u6490\u5982\u6b64\u9f90\u5927\u7684\u71df\u6536\u76ee\u6a19\uff0c\u4f9b\u61c9\u93c8\u7684\u7a69\u5b9a\u6027\u6210\u70ba\u4e86\u91cd\u4e2d\u4e4b\u91cd\u3002\u5728\u7576\u524d\u7684\u5168\u7403\u534a\u5c0e\u9ad4\u5e02\u5834\u4e2d\uff0cTSMC \u7684\u5148\u9032\u88fd\u7a0b\u7522\u80fd\u4ee5\u53ca HBM \u5df2\u7d93\u6210\u70ba\u6975\u5176\u7a00\u7f3a\u7684\u8cc7\u6e90\uff0c\u751a\u81f3\u6210\u70ba\u8a31\u591a\u79d1\u6280\u516c\u53f8\u767c\u5c55\u7684\u74f6\u9838\u3002\u7136\u800c\uff0cHock Tan \u5728\u6703\u8b70\u4e0a\u5c55\u793a\u4e86\u5f37\u5927\u7684\u638c\u63a7\u529b\u3002\u4ed6\u5f37\u8abf Broadcom \u5df2\u7d93\u63d0\u524d\u9396\u5b9a\u4e86\u76f4\u81f3 2028 \u5e74\u6240\u9700\u7684 HBM \u4f9b\u61c9\u4ee5\u53ca TSMC \u5148\u9032\u88fd\u7a0b\u7522\u80fd\u3002\u9019\u7a2e\u8d85\u524d\u4f48\u5c40\u6709\u6548\u5730\u5316\u89e3\u4e86\u6295\u8cc7\u8005\u5c0d\u65bc\u5167\u5b58\u77ed\u7f3a\u8207\u7522\u80fd\u74f6\u9838\u7684\u64d4\u6182\u3002\u5728\u534a\u5c0e\u9ad4\u7522\u696d\u93c8\u4e2d\uff0c\u80fd\u5920\u5728\u672a\u4f86\u6578\u5e74\u5167\u7372\u5f97 TSMC \u8207\u9802\u5c16 HBM \u4f9b\u61c9\u5546\u7684\u9577\u671f\u7522\u80fd\u627f\u8afe\uff0c\u672c\u8eab\u5c31\u4ee3\u8868\u4e86\u8a72\u516c\u53f8\u5728\u884c\u696d\u4e2d\u7684\u8b70\u50f9\u5730\u4f4d\u8207\u6230\u7565\u773c\u5149\u3002 \u884c\u696d\u5206\u6790\u4eba\u58eb\u666e\u904d\u6307\u51fa\uff0c\u76ee\u524d\u5e02\u5834\u5c0d\u65bc AI \u904b\u7b97\u80fd\u529b\u7684\u9700\u6c42\u589e\u9577\u901f\u5ea6\u6975\u5feb\uff0c\u5c0e\u81f4 TSMC \u7684\u5148\u9032\u88fd\u7a0b\u548c HBM \u7522\u80fd\u8655\u65bc\u6975\u5ea6\u7dca\u7f3a\u7684\u72c0\u614b\u3002Broadcom \u80fd\u5920\u5728\u9019\u7a2e\u7af6\u722d\u6fc0\u70c8\u7684\u74b0\u5883\u4e0b\u9806\u5229\u78ba\u4fdd\u7269\u6599\u8207\u7522\u80fd\uff0c\u53cd\u6620\u51fa\u5176\u5728\u96f2\u7aef\u5b9a\u88fd\u5316 AI ASIC [&hellip;]"}