芯片战场射出的三支箭：AI狂潮下的亚洲科技股新棋局

发布于 2025-08-14

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disc;text-align: left;color: rgba(0, 0, 0, 0.9);letter-spacing: normal;orphans: 2;text-indent: 0px;text-transform: none;widows: 2;word-spacing: 0px;-webkit-text-stroke-width: 0px;white-space: normal;background-color: rgb(252, 252, 252);text-decoration-thickness: initial;text-decoration-style: initial;text-decoration-color: initial;" class="list-paddingleft-1"><li style="margin: 0px 0px 4px 4px;padding: 0px;border: 0px;font: inherit;vertical-align: baseline;word-break: break-word;overflow-wrap: break-word;"><strong style="margin: 0px;padding: 0px;border: 0px;font-style: inherit;font-variant: inherit;font-weight: 600;font-stretch: inherit;font-size: inherit;line-height: inherit;font-family: inherit;font-optical-sizing: inherit;font-kerning: inherit;font-feature-settings: inherit;font-variation-settings: inherit;vertical-align: baseline;">EUVæ©æ¨¡æ£æµè®¾å¤è®¢åæ´è·ï¼å°ç§¯çµãä¸æéä½æ¨è¿æ©äº§ï¼2025å¹´Q2æ°å¢è®¢ååæ¯ä¸æ»62%ï¼</li><li style="margin: 4px 0px 4px 4px;padding: 0px;border: 0px;font: 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var(--yb-md-blockquote-color);letter-spacing: normal;orphans: 2;text-align: start;text-indent: 0px;text-transform: none;widows: 2;word-spacing: 0px;-webkit-text-stroke-width: 0px;white-space: normal;background-color: rgb(252, 252, 252);text-decoration-thickness: initial;text-decoration-style: initial;text-decoration-color: initial;"><p style="margin-top: 8px;margin-bottom: 0px;padding: 0px;border: 0px;font-style: inherit;font-variant: inherit;font-weight: 400;font-stretch: inherit;font-size: 16px;line-height: 1.75;font-family: inherit;font-optical-sizing: inherit;font-kerning: inherit;font-feature-settings: inherit;font-variation-settings: inherit;vertical-align: baseline;word-break: break-word;overflow-wrap: break-word;"><strong style="margin: 0px;padding: 0px;border: 0px;font-style: inherit;font-variant: inherit;font-weight: 600;font-stretch: inherit;font-size: inherit;line-height: inherit;font-family: inherit;font-optical-sizing: inherit;font-kerning: inherit;font-feature-settings: 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"Helvetica Neue", Helvetica, Arial, "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", "Source Han Sans CN", sans-serif;font-optical-sizing: inherit;font-kerning: inherit;font-feature-settings: inherit;font-variation-settings: inherit;vertical-align: baseline;color: rgba(0, 0, 0, 0.9);letter-spacing: normal;orphans: 2;text-align: start;text-indent: 0px;text-transform: none;widows: 2;word-spacing: 0px;-webkit-text-stroke-width: 0px;white-space: normal;background-color: rgb(252, 252, 252);text-decoration-thickness: initial;text-decoration-style: initial;text-decoration-color: initial;"><strong style="margin: 0px;padding: 0px;border: 0px;font-style: inherit;font-variant: inherit;font-weight: 600;font-stretch: inherit;font-size: inherit;line-height: inherit;font-family: inherit;font-optical-sizing: inherit;font-kerning: inherit;font-feature-settings: inherit;font-variation-settings: inherit;vertical-align: baseline;">03 åå²æç»©éªè¯ï¼ä¸æ¡é»éè§å¾</h4><p style="margin-top: 8px;margin-bottom: 12px;padding: 0px;border: 0px;font-style: normal;font-variant-ligatures: normal;font-variant-caps: normal;font-variant-numeric: inherit;font-variant-east-asian: inherit;font-variant-alternates: inherit;font-variant-position: inherit;font-weight: 400;font-stretch: inherit;font-size: 16px;line-height: 1.75;font-family: "PingFang SC", -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, Ubuntu, "Helvetica Neue", Helvetica, Arial, "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", "Source Han Sans CN", sans-serif;font-optical-sizing: inherit;font-kerning: inherit;font-feature-settings: inherit;font-variation-settings: inherit;vertical-align: baseline;word-break: break-word;overflow-wrap: break-word;color: rgba(0, 0, 0, 0.9);letter-spacing: normal;orphans: 2;text-align: start;text-indent: 0px;text-transform: none;widows: 2;word-spacing: 0px;-webkit-text-stroke-width: 0px;white-space: normal;background-color: rgb(252, 252, 252);text-decoration-thickness: initial;text-decoration-style: initial;text-decoration-color: initial;">æ©æ ¹å£«ä¸¹å©ç"ä¸æ¯æ ç"çç¥èª2016å¹´ç´¯è®¡åé <strong style="margin: 0px;padding: 0px;border: 0px;font-style: inherit;font-variant: inherit;font-weight: 600;font-stretch: inherit;font-size: inherit;line-height: inherit;font-family: inherit;font-optical-sizing: inherit;font-kerning: inherit;font-feature-settings: inherit;font-variation-settings: inherit;vertical-align: baseline;">73.64%è¶é¢æ¶çï¼æªè³2025å¹´7æï¼ï¼å¶æåèåèçäºæ´²ç§æè¡æèµéå¾ï¼<table style="border-collapse:collapse;width:503px;"><tbody><tr style="height:36.00pt;"><td data-colwidth="146" width="72" style="height: 36pt;"><section>è§å¾</section></td><td data-colwidth="236" width="72"><section>æ¡ä¾å°è¯</section></td><td data-colwidth="121" width="72"><section>2025å¹´èç</section></td></tr><tr style="height:36.00pt;"><td data-colwidth="146" width="72" style="height: 36pt;"><section>ä¹°äº§è½è½¬æ¢å¨</section></td><td data-colwidth="236" width="72"><section>å°è¾¾çµï¼ä¾çµâæ¶²å·ï¼</section></td><td data-colwidth="121" width="72"><section>68%</section></td></tr><tr style="height:36.00pt;"><td data-colwidth="146" width="72" style="height: 36pt;"><section>èµææ¯åè¶è</section></td><td data-colwidth="236" width="72"><section>ä¸æï¼HBM4éè¢ï¼</section></td><td data-colwidth="121" width="72"><section>54%</section></td></tr><tr style="height:36.00pt;"><td data-colwidth="146" width="72" style="height: 36pt;"><section>éææ¯æ¿ä»£æ ç</section></td><td data-colwidth="236" width="72"><section>Lasertecï¼å°è£æ¿ä»£åå»ï¼</section></td><td data-colwidth="121" width="72"><section>è¦åä¿¡å·</section></td></tr></tbody></table><p style="margin-top: 8px;margin-bottom: 12px;padding: 0px;border: 0px;font-style: normal;font-variant-ligatures: normal;font-variant-caps: normal;font-variant-numeric: inherit;font-variant-east-asian: inherit;font-variant-alternates: inherit;font-variant-position: inherit;font-weight: 400;font-stretch: inherit;font-size: 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