Page 32 - Demo
P. 32
www.eettaiwan.com | 2025%u5e745-6%u670830 OPINION%u7968%u8dcc%u5e45%u4e00%u5ea6%u9ad8%u905417.7%%u3002%u76f8%u95dc%u79d1%u6280%u80a1%u90fd%u61c9%u8072%u4e0b%u8dcc%uff1aASML%u80a1%u7968%u8dcc7.7%%uff0cSoftBank%u4e5f%u8dcc%u4e86%u8d858%%uff1b%u7576%u5929%u7d0d%u65af%u9054%u514b100%u6307%u6578%u8dcc%u843d3%%uff0c%u6a19%u666e500 (S&P 500)%u8dcc2%%uff1b%u80fd%u6e90%u9818%u57df%u4e5f%u90fd%u53d7%u5f71%u97ff%u3002%u5f9e%u5e02%u5834%u53cd%u61c9%u7684%u908f%u8f2f%u4f86%u770b%uff0cDeepSeek%u7684%u51fa%u73fe%u4f3c%u4e4e%u5728%u77ed%u671f%u662f%u4e0d%u5229%u65bc%u6240%u6709AI%u6676%u7247%u53ca%u5176%u5468%u908a%u696d%u52d9%u4e43%u81f3%u4e0a%u4e0b%u6e38%u7522%u696d%u93c8%uff0c%u56e0%u70baAI%u6548%u7387%u63d0%u9ad8%u4e86%uff0c%u5c0dAI%u6676%u7247%u7684%u9700%u6c42%u81ea%u7136%u4e5f%u5c31%u964d%u4f4e%u4e86%u2026%u4f46%u771f%u7684%u662f%u9019%u6a23%u55ce%uff1f%u9664%u4e86%u524d%u9762%u95e1%u8ff0DeepSeek%u662f%u9806%u61c9AI%u6280%u8853%u767c%u5c55%u7684%u7522%u7269%u9019%u4e00%u9ede%uff0c%u53ef%u986f%u73feDeepSeek%u4e26%u672a%u8df3%u51fa%u9019%u500b%u6642%u4ee3%u7684%u767c%u5c55%u7bc4%u7587%uff0c%u9019%u6bb5%u6642%u9593%u300c%u5091%u6587%u65af%u6096%u8ad6%u300d%u4e00%u8a5e%u7d93%u5e38%u88ab%u4eba%u63d0%u8d77%uff0c%u4e5f%u540c%u6a23%u80fd%u8aaa%u660e%u7576%u5e02%u5834%u56de%u6b78%u7406%u6027%u5f8c%uff0c%u4f5c%u70ba%u57fa%u790e%u5de5%u5177%u7684AI%u6676%u7247%u7121%u7591%u4ecd%u662f%u7522%u696d%u9999%u9911%u9911%uff1a%u4e0d%u50c5%u662fNvidia%u986f%u5361%uff0c%u9084%u6709%u66f4%u591a%u5c08%u7528AI%u6676%u7247%u3002%u5091%u6587%u65af%u6096%u8ad6%u662f%u6307%u6280%u8853%u9032%u6b65%u63d0%u9ad8%u4e86%u8cc7%u6e90%u5229%u7528%u7387%u4e4b%u5f8c%uff0c%u8cc7%u6e90%u6d88%u8017%u7e3d%u91cf%u4e0d%u964d%u53cd%u5347%u3002%u597d%u6bd4%u7576%u5e74%u7684%u84b8%u6c7d%u6a5f%u6548%u7387%u63d0%u5347%uff0c%u55ae%u4f4d%u52d5%u529b%u8017%u7164%u4e0b%u964d%uff0c%u4f46%u7164%u70ad%u7e3d%u6d88%u8017%u91cf%u537b%u56e0%u84b8%u6c7d%u6a5f%u61c9%u7528%u5834%u666f%u64f4%u5c55%u800c%u6fc0%u589e%u3002%u9019%u7a2e%u73fe%u8c61%u5728%u9ad8%u901f%u767c%u5c55%u7684%u79d1%u6280%u9818%u57df%u662f%u666e%u904d%u5b58%u5728%u7684%uff0c%u81ea%u7136%u4e5f%u5305%u62ecDeepSeek%u5728%u5de5%u7a0b%u5c64%u9762%u5e36%u52d5AI%u6548%u7387%u7684%u63d0%u5347(%u57165)%u3002%u5176%u80cc%u5f8c%u7684%u4e3b%u8981%u539f%u56e0%u5305%u62ec%uff1a1.AI%u6210%u672c%u4e0b%u964d%u6703%u9032%u4e00%u6b65%u5e36%u52d5AI%u61c9%u7528%u7684%u666e%u53ca%uff0c%u66f4%u591a%u7522%u696d%u548c%u5834%u666f%u90fd%u6703%u958b%u59cb%u4f48%u5c40AI%u61c9%u7528%uff1b2.%u6548%u7387%u7684%u63d0%u5347%u4e5f%u6703%u4fc3%u6210%u65b0%u61c9%u7528%u5834%u666f%u7684%u51fa%u73fe%uff0c%u61c9%u7528%u5c64%u9762%u7684%u5275%u65b0%u751a%u81f3%u6703%u662f%u73fe%u5728%u7684%u4eba%u985e%u59cb%u6599%u672a%u53ca%u7684%uff1b3.%u9019%u7a2e%u8da8%u52e2%u9084%u6703%u5e36%u52d5AI%u6280%u8853%u9593%u7684%u7af6%u722d%u4e26%u4fc3%u9032%u6548%u7387%u6301%u7e8c%u7a81%u7834%u2014%u2014%u4e0d%u50c5DeepSeek%u73fe%u6709%u300c%u89e3%u984c%u601d%u8def%u300d%u5f88%u5feb%u6703%u88ab%u7522%u696d%u7684%u5176%u4ed6%u7af6%u722d%u8005%u5168%u9762%u501f%u9452%uff0c%u800c%u4e14%u66f4%u591a%u5e02%u5834%u53c3%u8207%u8005%u4e5f%u6703%u53cd%u601d%u6280%u8853%u7684%u6548%u7387%u6700%u4f73%u5316%uff0c%u5e36%u52d5%u5e02%u5834%u6574%u9ad4%u767c%u5c55%u3002%u6b64%u5916%uff0cDeepSeek%u5be6%u969b%u4e0a%u4e26%u672a%u592a%u5927%u7a0b%u5ea6%u64f4%u5c55%u300c%u667a%u6167%u908a%u7de3%u300d%uff0c%u4e14%u4eba%u985e%u96e2%u771f%u6b63%u7684AGI%u2014%u2014%u540c%u6642%u6eff%u8db3%u4efb%u52d9%u901a%u7528%u6027%u3001%u81ea%u4e3b%u76ee%u6a19%u9a45%u52d5%u548c%u7269%u7406%u4e16%u754c%u4e92%u52d5%u80fd%u529b%u53ca%u9019%u4e9b%u7279%u6027%u7684%u5354%u540c%u2014%u2014%u9084%u6709%u5f88%u9060%u8ddd%u96e2%u3002%u8003%u616e%u5230DeepSeek%u6240%u505a%u7684%u5de5%u7a0b%u5275%u65b0%u53ea%u662fAI%u9ad8%u901f%u767c%u5c55%u671f%u7684%u4e00%u90e8%u5206%uff0c%u986f%u5361%u53caAI%u52a0%u901f%u5361%u7528%u91cf%u4e26%u4e0d%u6703%u6e1b%u5c11%uff0c%u53ea%u6703%u66f4%u591a%u3002%u56e0%u6b64%uff0c%u7b46%u8005%u8a8d%u70ba%uff0c%u4e2d%u9577%u671f%u4f86%u770bDeepSeek%u662fAI%u7522%u696d%u93c8%u767c%u5c55%u7684%u50ac%u5316%u5291%uff0c%u6709%u5229%u65bc%u6574%u500bAI%u7522%u696d%u84ec%u52c3%u5411%u524d%u3002%u4e0d%u4f5c%u70ba%u6295%u8cc7%u6307%u5c0e%uff1a%u7b46%u8005%u9810%u8a08%u9019%u4e00%u6ce2Nvidia%u70ba%u4ee3%u8868%u7684%u80a1%u50f9%u4e0b%u8dcc%u53ea%u662f%u5e02%u5834%u5c0dAI%u6280%u8853%u7684%u4e0d%u7406%u6027%u56de%u61c9%u3002%u9084%u9700%u8981%u591a%u5c11AI%u6676%u7247%uff1f%u5c0d%u65bc%u6700%u7d42%u5be6%u73feAGI%u9084%u9700%u8981%u591a%u5c11AI%u57fa%u790e%u8a2d%u65bd%u6295%u5165%uff0c%u53ef%u80fd%u66ab%u6642%u6c92%u6709%u4eba%u80fd%u7b54%u5f97%u51fa%u4f86%u3002%u53ef%u4ee5%u53c3%u8003%u9ea5%u80af%u932b(McKinsey & Company)%u7684%u751f%u6210%u5f0fAI%u5831%u544a%u300cGenerative AI: The next S-curve for the semiconductor industry?%u300d%uff0c%u4f86%u9810%u5224%u4e2d%u77ed%u671f%u5167%u7684AI%u5e02%u5834%u767c%u5c55%u60c5%u6cc1%u30022024%u5e74%u9ea5%u80af%u932b%u4f30%u7b97%u5305%u542bB2C%u548cB2B%u5728%u5167%u7684%u751f%u6210%u5f0fAI%u61c9%u7528%u7b97%u529b%u9700%u6c42%uff0c2024 %u5e74%u7e3d%u9ad4%u70ba0.2QFLOPS (quettaFLOPS%uff0c1QFLOPS=1030%u6b21%u6d6e%u9ede%u904b%u7b97/%u79d2)%uff1b2030%u5e74%u8a72%u503c%u5c07%u8e8d%u5347%u81f325.0QFLOPS(%u57166)%u3002%u5176%u4e2d%u91dd%u5c0d%u6d88%u8cbb%u7aef%u7684%u61c9%u7528%u5c07%u4f547%u6210%uff0c%u800c%u4f01%u696d/%u7522%u696d%u7aef%u7684%u4f54%u6bd4 %u70ba3%u6210%u4e0a%u4e0b%u3002%u5177%u9ad4%u6703%u6709%u54ea%u4e9b%u61c9%u7528%u5c31%u4e0d%u518d%u8a0e%u8ad6%uff0c%u7b46%u8005%u95dc%u6ce8%u7684%u91cd%u9ede%u662f%u9019125%u500d%u7684%u7b97%u529b%u8e8d%u5347%u5c0d%u534a%u5c0e%u9ad4%u7522%u696d%u800c%u8a00%u610f%u5473%u8457%u4ec0%u9ebc%u3002%u9019%u88e1%u4e0d%u5c0d%u908a%u7de3%u53ca%u7aef%u5074%u751f%u6210%u5f0fAI%u5e02%u5834%u9032%u884c%u6df1%u5165%u89e3%u8b80%uff1a%u751f%u6210%u5f0fAI%u61c9%u7528%u4ecd%u6709%u5f88%u5927%u4e00%u90e8%u5206%u9700%u8981%u8dd1%u5728%u4f3a%u670d%u5668%u548c%u8cc7%u6599%u4e2d%u5fc3%u4e4b%u4e2d%u3002AI%u8cc7%u6599%u4e2d%u5fc3%u76f8%u8f03%u65bc%u50b3%u7d71%u8cc7%u6599%u4e2d%u5fc3%u4f3c%u4e4e%u4e5f%u6c92%u591a%u5927%u5dee%u7570%u3002%u4f46%u5be6%u969b%u4e0aAI%u8cc7%u6599%u4e2d%u5fc3%u6709%u8457%u66f4%u9ad8%u7684%u529f%u7387%u5bc6%u5ea6%u6216%u8005%u6a5f%u67b6%u5bc6%u5ea6%u3002%u901a%u7528%u8cc7%u6599%u4e2d%u5fc3%u7684%u6a5f%u67b6%u529f%u7387%u5bc6%u5ea6%u57285~15kW%uff0c%u800cAI%u8a13%u7df4%u8ca0%u8f09%u7684%u529f%u8017%u53ef%u4ee5%u9054%u5230100~150kW%uff0c%u4e14%u90e8%u5206%u5c08%u5bb6%u9810%u6e2c%u672a%u4f86%u5e7e%u5e74%u9019%u500b%u503c%u5c31%u6703%u4e0a%u5347%u5230250~300kW%u3002%u4e0d%u53ea%u662f%u7b97%u529b%u3001%u5132%u5b58%u548c%u901a%u8a0a%u5143%u4ef6%u7684%u80fd%u8017%uff0c%u8003%u616e%u914d%u5957%u7684%u6563%u71b1%u88fd%u51b7%u652f%u51fa%u8d70%u5411%u6db2%u51b7%uff0c%u5c0d%u5e02%u5834%u800c%u8a00%u53c8%u662f%u4e00%u7b46%u50f9%u503c%u63d0%u5347%u3002%u5177%u9ad4%u5230%u4f3a%u670d%u5668%u4e2d%u7684%u6676%u7247%uff0c%u9996%u5148%u662fAI%u5927%u6676%u7247%uff1a%u9ea5%u80af%u932b%u8a8d%u70ba2030%u5e74AI%u52a0%u901f%u5668%u4e2d%u7684ASIC%u6676%u7247%u6703%u6210%u70ba%u904b%u4f5cAI%u8ca0%u8f09%u7684%u4e3b%u529b%uff0c%u56e0%u70ba%u5b83%u5011%u5728%u5c08%u9580%u7684AI%u4efb%u52d9%u4e2d%u5b58%u5728%u6548%u7387%u512a%u52e2%u2014%u2014%u9019%u662f%u57fa%u65bc%u63a8%u8ad6(inference)%u5c07%u6210%u70ba%u672a%u4f86AI%u7b97%u529b%u4e3b%u529b%u9700%u6c42%u6240%u5f97%u51fa%u3002GPU%u53ca%u878d%u5408(XPU%u878d%u5408%u57165%uff1aAI%u8cc7%u6599%u4e2d%u5fc3%u7684%u9700%u6c42%u9084%u5728%u6fc0%u589e%u3002 %u5728%u540c%u4e00%u7247%u6676%u7247%u6216%u540c%u4e00%u7247PCB%u677f%u4e0a)%u4f3a

