芯片算力和制程有关系吗

AMDmultipleZEN6consumer-gradeprocessorsarerevealedtousethesameCCDchip,N2processITHomeFebruary8news,sourceXplatformsourceTB-303DevilfishBeijingtimesaidtodaythatAMD'sfourZEN6Allarchitectureconsumer-gradeprocessorswillusethesameTSMCN2processCCDchip. THESURPRODUCTSARE：MEDUSAHALO--乌尔特拉·拉尔格（Ultra-largecoregraphicsapu），甲麦克（Medusarange）-highcoreenumbermobileprocorsorsor，medusaridge，medusaridge--min...main...

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HongKongstocksaremoving|SMIC(00981)rosemorethan4%,andwillreleaseits24Q4performancetomorrow.Institutionsexpectthattheir...DomesticComputerchipsbenefitfromthetrendofdomesticsubstitution.DemandgrowthisexpectedtobebetterthanGlobalaverage,SMIC,asoneofthefewcompaniesinChinathatcanmass-produceadvancedprocesses,isexpectedtohaveadvancedprocessesinChina...toacceleratethepopularizationofdomesticAIapplications,AIterminalsareexpectedtoincreaseinvolumeinfullswing.SMIC'srevenuein3Q24accountedfor42. 6％的Consumereleclectronics，8.2％的internetwearables.ReleatedFieldSareexpectedTobeNefitoBenefitFromend-Sideairelease...

TianfengSecurities:Itisexpectedtobenefitfromtheincreaseinend-sideAIvolume,whichisexpectedtoberelatedtoSMICinthefourthquarterof2024...Domesticcomputingpowerchipsbenefitfromthetrendofdomesticsubstitution.Demandgrowthisexpectedtobebetterthantheglobalaverage.AsamainlandChina,SMICTherearefewcompaniesthatcanmass-produceadvancedprocesses,andtheyareexpectedtohaveadvancedprocessesinmainlandChina...LetdomesticAIapplicationsbeaccelerated,AIterminalsareexpectedtoincreaseinvolumeinfullswing,SMIC's3Q24revenueaccountsfor42.6%,InternetRelatedtowearable8.2%,thefieldisexpectedTobeNefitFromend-Sideairelease...

NvidiaGB200chipbreaksthroughthecomputingpowerbottleneck,andtheAI​​industryushersinasuperupgrade!Hexunbringsyouthelatestbrokeragehighlightsforyourreference:Nvidia,atransformerinthecomputingpowerindustry,launchedtheGB200superchipdesignedbyNvidiaandNvidiaHighbandwidthinterconnectionbreaksthroughtheprocessbottleneck. ...nvidiaisbuildingthreemajorplatformsthatarehighlylelatedtotherobotindustryandlaunchingtheprojectgr00thumanshopobotbasicmodelproject。 ProjectuseSuseDesndingnaturallangueAgeAgeAgeAgeAgeAgeAgandingHumans...

ArtaverIntelligedemandEmandForHighComputingChipShasincrecred，andAdvancedPackagingPackagingPenetrationHasinCreardrapilly，尤其是5/4nmprocessremainsfull。 Leizhiyong，equityInvestmentDepartmentOfmorganStanleyFund，saytheTheTthecoreofartiNternelligenceIstheIncreaseStheIncreaseIndemandeMandEndemandeMandForHighComputingPutiputingPtureChips，和EcoreTechNologyChangesofhighComputputcomputcomputingComputingPtupingPoptureChips... 在therelevantlistedCompanies中，TheWafer-LevelPackagingEquipmentBegingeDeveldepedeveredevendevennyitechnologyIsanAdvancedPackagingspackagingspackagingspackagingspacecialProcessequipmentseveralelevantlistedCompanies中的研究。 Ningsi...

shennancircuit：在20层生产过程中，摄取和certificationstagestagestage，doyouhavethepotentialtoexpandthehigh-precisionandhigh-parcisionandhigh-dentypackagingsubstrateBusinessbusinessthecompanyanswerd？thecompanyanswerd？生产摄影剂验证阶段。 Profoductspificationsofpackagingsubstratesaremainlypysptypythechipprocors，DesignAnd-PackagingFactors。 InorderTomeTheneedsofHighComputingPoperusagesCenarios，DrivenByAdvancedPackaging，PackagingSubStrateSgrateSgenerally-High-FineAndendense...

intelaccelerateStransTransformation，领导18process，重新塑料thecompetitivilityofthechipmarket！ 此progressIndicatiCateThatIntelWillRegainTheSamelevelasitScompetitorsincostControlanceControlanSenhanceItsCompetivilities。 风险Warningforhexun的自我选择的托克沃特人：theabovecontentisonsistonstheastheviewsoftheauthororguest，dononotrepresentanypositionofhexun，anddoesnotConconcontituteanyInyInyInyInVestmentAdadVicereLedToToHexun。 beforemakinganyInvestmentDecision，InvestorsShouldShouldFrolloftheirownCircumStances...

dongwusecurities：高级packagingempowershigh-speedComputing，andThecomputingPoperatePoptordemandIncreasestHecheChecheChecputingPoption。 随着theDevelovermentoftheailargelanguegemodelmarket，thecutingpowerrequiredformequiredformodeltrainingandInferenceApplicationsinconconlySthersingincreasingincreasingincreasing。 themainviewsofdongwusecuritesareAsfollows：theessentialpurposeofadvancedpackagingistoIncreaseContactConnectionsNectionsInsteadofProcessimprovement。 thequantumtunnelingeffectleadStothehighCostostofresearchandDevelopmentingandManufactringadvancedProcessesesesesessessessessessessessessessessessistoolow，soadvanced-packagingtechnologiccanMakeupfortheDifficultiesInprocessImprocessimprocessimprocement。 AdvancedPackagingTechnology...

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cicc：foreflyComputingPoperationStimpentent和Controllable和themeralTrendIntiondentententAndControllable.thecoreisaichips.itheRecRecMommendendTopayAttentionTocompantiontocompaniesWithLeadingspments，生态学和生态学和生产力，以及ConsiderthedomestiveMestiforthedomesticnecchipChipManufactringprocess。 ，技术和nextyear，国内internetcustomerswillbegintopomotecabinetplansecabinetplansandrecommendpayingatetentiontodomesticpowersupply，liquidCooling和phosephosepheratredtargets。 Agenthasnowbecomethekeyfocusofglobaltechnologys，andBoththec-endandb-endbroductsarestartingtobefast...

nancaiyanselectionnews丨CICC：foreflyComputingPoptoringPoperationNepentand和Controllable，andtheNertrendOfdomestoccomputingPoterputingPoperationPoperationPoperationSimptentententandEnpentEntentAndControllable.thecoreisaichips.itisRecmumendedTopoPomendendTopayTopayattentionTocompantiveTocompantoCompaniesWithLeadingShewIthLeadingShipments，生态学和生态学的长度。 陷入困境，考虑到智力性chipmanufacturingProcessandthattomestthatdomestynternetternettercustomerswillbegintopopomotecabinetplansnextyear，itisRecreDtopayTopayTopayTopayTopayTopayTopayTodomesticantodestodomenticpowersupply，liquidCoolIncoolingCoolingIncoolingIncoringAnderrelelelelelelelelelelelelatedTargets。 3）AgentHasnowBecomEtheKeyKeyFocusofglobaltechnology-andandbothc-endandb-endb-endproductshavebebegun...