{"id":64207,"date":"2025-01-12T15:00:00","date_gmt":"2025-01-12T07:00:00","guid":{"rendered":"https:\/\/www.url.com.tw\/blog\/?p=64207"},"modified":"2025-01-10T15:06:16","modified_gmt":"2025-01-10T07:06:16","slug":"%e8%98%8b%e6%9e%9c%e6%8c%91%e6%88%b04%e5%85%86%e7%be%8e%e5%85%83%e5%b8%82%e5%80%bc-2025%e5%b9%b4%e6%9c%9f%e5%be%85%e6%b6%88%e8%b2%bb%e6%80%a7%e9%9b%bb%e5%ad%90%e5%9b%9e%e6%98%a5","status":"publish","type":"post","link":"https:\/\/www.url.com.tw\/blog\/?p=64207","title":{"rendered":"\u860b\u679c\u6311\u62304\u5146\u7f8e\u5143\u5e02\u503c 2025\u5e74\u671f\u5f85\u6d88\u8cbb\u6027\u96fb\u5b50\u56de\u6625"},"content":{"rendered":"\n

\u6587\uff0e\u6d2a\u5bf6\u5c71<\/p>\n\n\n\n

\u4e00\u6708\u9664\u4e86\u5ddd\u666e\u4e0a\u4efb\u7684\u5f71\u97ff\u5916\uff0c\u7f8e\u570b\u5c31\u696d\u5831\u544a\u3001CES\u5c55(2025.01.07~01.10)\u8207\u53f0\u7a4d\u96fb\u6cd5\u8aaa\u6703\uff0c\u90fd\u5c07\u5f71\u97ff\u80a1\u6c11\u5c0d1\u670822\u65e5\u53f0\u80a1\u5c01\u95dc\u524d\u7684\u4ea4\u6613\u7b56\u7565\u3002\u4e0a\u9031\u52a0\u6b0a\u6307\u6578\u6f32\u4e86\u4e94\u5929\uff0c\u5171\u6f32+765.43\u9ede\uff0c\u4f46\u662f\u6210\u4ea4\u91d1\u984d\u537b\u9023\u7e8c\u56db\u5929\u905e\u6e1b\uff0c\u7562\u7adf\u5916\u8cc7\u52a0\u78bc\u53f0\u6307\u671f\u7a7a\u55ae\u537b\u4e0d\u8dcc\u53cd\u6f32\uff0c\u591a\u7a7a\u89d2\u529b\u5230\u5982\u6b64\u5730\u6b65\uff0c\u5c01\u95dc\u524d\u7684\u884c\u60c5\u5df2\u7d93\u9032\u5165\u5230\u300c\u9ad8\u624b\u904e\u62db\uff0c\u751f\u4eba\u52ff\u8fd1\u300d\u7684\u5883\u754c\u3002<\/p>\n\n\n\n

\u5167\u8cc7\u8d81\u8457\u5916\u8cc7\u4f11\u8056\u8a95\u2500\u5143\u65e6\u7bc0\u9577\u5047\uff0c\u76e1\u529b\u5411\u4e0a\u4f5c\u50f9\uff0c\u8457\u773c\u5728\u5143\u65e6\u904e\u5f8c\uff0c\u5916\u8cc7\u80fd\u5920\u88ab\u52d5\u8ffd\u9ad8\u56de\u88dc\u3002\u4e0d\u904e2024\u5e74\u521d\u7684\u8d70\u52e2\u662f\uff0c\u4e00\u6708\u521d\u5148\u8dcc\u5230\u4e2d\u65ec\uff0c\u8fb2\u66c6\u6625\u7bc0\u5c01\u95dc\u524d\u53cd\u5f48\uff0c\u7136\u5f8c\u958b\u7d05\u76e4\u6642\u8df3\u7a7a\u4e0a\u6f32\u4e00\u6bb5\uff0c\u6301\u80a1\u4e0d\u8db3\u8005\u88ab\u8feb\u8ffd\u9ad8\u5efa\u5009\uff0c2025\u5e74\u7684\u8fb2\u66c6\u6625\u7bc0\u524d\u5f8c\u6216\u8a31\u53ef\u4ee5\u671f\u5f85\u6b77\u53f2\u91cd\u6f14\u3002<\/p>\n\n\n\n

AI\u9084\u662f\u79d1\u6280\u696d\u7684\u4e3b\u8ef8\uff0c\u800c2025\u5e74\u8f1d\u9054(NVIDIA)\u7684\u5149\u74b0\u53ef\u80fd\u88ab\u860b\u679c(Apple)\u63a9\u84cb\u904e\u53bb\uff0c\u5118\u7ba1iPhone 16\u7684Apple Intelligence\u554f\u4e16\u521d\u671f\u4e0d\u88ab\u83ef\u723e\u8857\u8a8d\u70ba\u662f\u771f\u6b63\u7684AI\u529f\u80fd\uff0cApple Intelligence\u63a1\u7528\u5148\u9032\u7684\u751f\u6210\u6a21\u578b\u4f86\u7406\u89e3\u548c\u5275\u5efa\u8a9e\u8a00\u53ca\u5716\u50cf\uff0c\u4f8b\u5982\u7528\u6236\u81ea\u5b9a\u7fa9\u8868\u60c5\u7b26\u865f\u3001\u57fa\u65bcAI\u7684\u5716\u50cf\u751f\u6210\u5668\uff0c\u8207ChatGPT\u7684\u5408\u6210\u7b49\uff0c\u4f7f\u7528\u6236\u80fd\u5920\u66f4\u9ad8\u6548\u3001\u66f4\u76f4\u89c0\u5730\u57f7\u884c\u5404\u9805\u4efb\u52d9\uff0c\u63a8\u5347\u860b\u679c\u7684\u5e02\u503c\u5df2\u7d93\u4f86\u52303.86\u5146\u7f8e\u5143\uff0c\u6709\u671b\u6210\u70ba\u7b2c\u4e00\u5bb6\u5e02\u503c\u8d85\u904e\u56db\u5146\u7f8e\u5143\u7684\u516c\u53f8\uff0c\u800c\u4e14\u662f\u5728\u5df4\u83f2\u7279\u5f9e2023\u5e74\u7b2c\u56db\u5b63\u958b\u59cb\u6e1b\u6301\u860b\u679c\u80a1\u7968\u7684\u80cc\u666f\u4e0b\uff0c\u622a\u81f32024\u5e74\u7b2c\u4e09\u5b63\u70ba\u6b62\uff0c\u5df4\u83f2\u7279\u8f032023\u5e74\u7b2c\u4e09\u5b63\u672b\u6e1b\u5c11\u4e8667.2%\u860b\u679c\u6301\u80a1\u3002<\/p>\n\n\n\n

Apple Intelligence<\/strong>\u5168\u7522\u54c1\u4e0a\u7dda <\/strong>\u6210\u860b\u679c\u65b0\u9ec3\u91d1\u6210\u9577\u52d5\u80fd<\/strong><\/p>\n\n\n\n

\u7f8e\u570bAlphaWise\u8abf\u67e5\u6307\u51fa\uff0ciPhone\u7528\u6236\u670960%\u8868\u793a\uff0cApple Intelligence\u5c07\u662f\u6c7a\u5b9a\u662f\u5426\u63db\u6a5f\u7684\u91cd\u8981\u8003\u91cf\u56e0\u7d20\u3002\u5e02\u5834\u9810\u671f\u860b\u679c\u4e0b\u4e00\u6b21iOS\u7684\u91cd\u5927\u66f4\u65b0\u662f\u91dd\u5c0dSiri\u8a9e\u97f3\u52a9\u7406\u7684\u5168\u9762AI\u5316\uff0c\u83ef\u723e\u8857\u8a8d\u70baAI\u4ecd\u662f\u63a8\u52d5\u667a\u6167\u578b\u624b\u6a5f\u63db\u6a5f\u6f6e\u6548\u61c9\u7684\u91cd\u8981\u50ac\u5316\u5291\uff0c\u800c\u860b\u679c\u5c07\u628aApple Intelligence\u63a8\u5ee3\u5230\u6240\u6709\u7522\u54c1\u7dda\uff0c\u6210\u70ba\u65b0\u7684\u9ec3\u91d1\u6210\u9577\u52d5\u80fd\u3002<\/p>\n\n\n\n

Wedbush\u5c07\u860b\u679c\u7684\u76ee\u6a19\u50f9\u5f9e300\u7f8e\u5143\u63d0\u9ad8\u5230325\u7f8e\u5143\uff0c\u8f032024\u5e7412\u670827\u65e5\u6536\u76e4\u50f9255.59\u7f8e\u5143\u9ad8\u51fa27.15%\uff0c\u5927\u6469\u9810\u671f\u5728\u53f0\u7063\u4f9b\u61c9\u93c8\u4e2d\u7684\u53d7\u60e0\u80a1\uff0c\u5305\u62ec\u53f0\u7a4d\u96fb\u3001\u4e16\u82af-KY\u3001\u5275\u610f\u3001\u6676\u5fc3\u79d1\u3001\u806f\u767c\u79d1\u3001\u4eac\u5143\u96fb\u3001\u9d3b\u6d77\u3001\u5ee3\u9054\u3001\u7def\u5275\u3001\u83ef\u78a9\u3001\u5947\u92d0\u3001\u91d1\u50cf\u96fb\u3001\u53f0\u9054\u96fb\u3001\u667a\u90a6\u3001\u81f4\u8302\u7b49\u3002<\/p>\n\n\n\n

\u6253\u5165\u860b\u679c\u4e3b\u529b\u786c\u9ad4\u7522\u54c1\u4f9b\u61c9\u93c8  \u770b\u597dASIC\u6548\u76ca\u5e74\u5e95\u81f32026\u5e74\u986f\u73fe<\/p>\n\n\n\n

2025\u5e741\u67082\u65e5\u5c07\u914d\u767c29\u5143\u80a1\u606f\u7684\u806f\u767c\u79d1\u53ef\u4f5c\u70ba\u860b\u6982\u80a1\u7684\u6307\u6a19\u80a1\uff0c12\u670813\u65e5\u50b3\u51fa\u860b\u679c2025\u5e74\u5c07\u5927\u5e45\u5347\u7d1aApple Watch\u529f\u80fd\uff0c\u806f\u767c\u79d1\u63d0\u4f9b\u90e8\u5206Apple Watch\u65b0\u54c1\u6578\u64da\u6a5f\u6676\u7247M60 5G Modem\uff0c\u9019\u662f\u5c08\u70ba\u7269\u806f\u7db2\u6a21\u7d44\u548c\u7a7f\u6234\u5f0f\u88dd\u7f6e\u8a2d\u8a08\u7684\u4f4e\u968e5G\u670d\u52d9\uff0c\u662f\u806f\u767c\u79d1\u9996\u5ea6\u6253\u5165\u860b\u679c\u4e3b\u529b\u786c\u9ad4\u7522\u54c1\u4f9b\u61c9\u93c8\uff0c\u70ba\u806f\u767c\u79d1\u63d0\u4f9b\u65b0\u7684\u6210\u9577\u52d5\u529b\uff0c2024\u5e7412\u6708\u71df\u6536\u53ea\u8981\u9054\u7d04301\u5104\u5143\u6c34\u6e96\uff0c\u5373\u53ef\u9054\u7b2c\u56db\u5b63\u696d\u7e3e\u9810\u4f30\u5340\u9593\u4f4e\u6a19\uff0c\u5e02\u5834\u770b\u597d\u5929\u74a39400(3.6GHz)\u8207\u5929\u74a38400(3.25GHz)\u7b49\u7cfb\u5217\u6676\u7247\uff0c\u5c07\u6301\u7e8c\u5e36\u52d5\u806f\u767c\u79d12025\u5e74\u71df\u904b\u6210\u9577\u3002<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

\u5929\u74a39400\u53ef\u652f\u63f4\u5404\u985e\u751f\u6210\u5f0fAI\u61c9\u7528\u7a0b\u5f0f\u3001\u63d0\u4f9b\u500b\u4eba\u5316\u670d\u52d9\u7684\u300cAI\u4ee3\u7406\u300d(Agentic AI)\u529f\u80fd\u3002\u5929\u74a38400\u5728\u6548\u80fd\u548c\u529f\u8017\u4e0a\u53d6\u5f97\u7a81\u7834\uff0c\u52a0\u901fAI\u61c9\u7528\u7684\u666e\u53ca\u5316\u3002\u672c\u571f\u6cd5\u4eba\u9810\u4f302024\u5e74\u806f\u767c\u79d1\u624b\u6a5f\u71df\u6536\u6210\u957728%\uff0c\u7a05\u5f8cEPS\u7d0465\u5143\uff0c\u5168\u5e74\u73fe\u91d1\u80a1\u606f52\u5143\uff0c\u4e2d\u9577\u671f\u71df\u904b\u770b\u597d\u8eca\u8f09\u8207ASIC\u696d\u52d9\u6210\u9577\u3002\u806f\u767c\u79d1\u85c9\u7531\u81ea\u5bb6112G\/224G SerDes IP\u8207\u9ad8\u901f\u50b3\u8f38\u7814\u767c\u80fd\u529b\uff0c\u4ee5\u53ca\u5148\u9032\u88fd\u7a0b\u8207\u5148\u9032\u5c01\u88dd\u52a0\u6301\uff0cASIC\u696d\u52d9\u6548\u76ca\u5c07\u57282025\u5e74\u5e95\u52302026\u5e74\u986f\u73fe\u3002<\/p>\n\n\n\n

\u53d7\u60e0AI<\/strong>\u6280\u8853\u9769\u547d ASIC<\/strong>\u65cf\u7fa4\u6307\u6a19\u80a1<\/strong><\/p>\n\n\n\n

\u535a\u901a(Broadcom)\u8868\u793a\u5927\u578b\u79d1\u6280\u516c\u53f8\u5728\u8d85\u5927\u898f\u6a21\u96f2\u8a08\u7b97\u670d\u52d9\u4e2d\u770b\u5230\u4e86\u5275\u9020\u66f4\u591a\u71df\u6536\u7684\u96e3\u5f97\u4e00\u9047\u6a5f\u6703\uff0c\u5b83\u5011\u6025\u65bc\u5728\u672a\u4f86\u4e09\u81f3\u4e94\u5e74\u5167\u6295\u5165\u5de8\u984d\u8cc7\u91d1\uff0c\u4ee5\u524d\u6240\u672a\u6709\u7684\u6676\u7247\u898f\u6a21\u8a13\u7df4AI\u6a21\u578b\uff0c\u56e0\u70ba\u5b83\u5011\u8a8d\u70ba\u751f\u6210\u5f0fAI\u9019\u9805\u6280\u8853\u5df2\u7d93\u4f38\u624b\u53ef\u5f97\u3002<\/p>\n\n\n\n

\u535a\u901a\u8868\u793a\u52302027\u5e74\uff0c\u4e09\u5bb6\u5ba2\u6236(\u5e02\u5834\u6307\u5411\u8c37\u6b4c\u3001Meta\u8207\u5b57\u7bc0\u8df3\u52d5)\u5c07\u69cb\u5efa\u591a\u9054\u4e00\u767e\u842c\u679a\u6676\u7247\u7684\u7db2\u8def\u96c6\u7fa4(cluster)\uff0c\u9019\u5c07\u6703\u6d88\u8017\u5927\u91cf\u7684\u6676\u7247\u3002<\/p>\n\n\n\n

\u4e16\u82af-KY\u7684\u9ad8\u6548\u80fd\u904b\u7b97(HPC)\u71df\u6536\u6bd4\u91cd\u5f9e2024\u5e74\u7b2c\u4e8c\u5b63\u768491%\u63a8\u5347\u5230\u7b2c\u4e09\u5b63\u768497%\uff0c\u662fASIC\u65cf\u7fa4\u7576\u4e2d\u6700\u53d7\u60e0\u65bcAI\u6280\u8853\u9769\u547d\u7684\u6307\u6a19\u80a1\uff0c\u622a\u81f32024\u5e7412\u670827\u65e5\u70ba\u6b62\uff0c\u55ae\u6708\u7d2f\u7a4d+50.11%\u6f32\u5e45\uff0c3325\u5143\u6536\u76e4\u50f9\u8ddd\u96e2\u7b2c\u4e00\u5b63\u6536\u76e4\u50f93340\u5143\u50c515\u5143\u3002<\/p>\n\n\n\n

\u76ee\u524d\u7684\u50f9\u4f4d\u5df2\u7d93\u8d85\u8d8a\u7b2c\u4e09\u5b63\u6cd5\u8aaa\u6703\u5f8c\u7684\u672c\u571f\u6cd5\u4eba\u9810\u4f30\uff0c\u4f46\u7531\u65bc\u806f\u767c\u79d1\u53c3\u8207\u4e16\u82af-KY\u79c1\u52df\u7684\u8a0a\u606f\uff0c\u4e0d\u50c5\u62b5\u92b7\u4e86\u4e16\u82af-KY\u5c0d2025\u5e74\u71df\u6536\u76ee\u6a19\u7531\u5e74\u589e\u738720%\u8abf\u964d\u81f3\u6301\u5e73\u6216\u5fae\u5e45\u6210\u9577\u7684\u4fdd\u5b88\u5c55\u671b\u7684\u8ca0\u9762\u885d\u64ca\uff0c\u751a\u81f3\u7a81\u7834\u5e74\u7dda2864\u5143\u58d3\u529b\uff0c\u5b8c\u6210\u5e95\u90e8\u578b\u614b\u9032\u5165\u5230\u591a\u982d\u8d70\u52e2\uff0c\u4e0b\u65b9\u6700\u8fd1\u7684\u652f\u6490\u63d0\u9ad8\u52302024\u5e7412\u670817\u65e5\u76843065~3155\u5143\u591a\u65b9\u7f3a\u53e3\u3002<\/p>\n\n\n\n

\u6cd5\u4eba\u6301\u80a1\u6d88\u9577 ASIC<\/strong>\u65cf\u7fa4\u91cd\u8fd4\u591a\u982d\u4e3b\u6d41<\/strong><\/p>\n\n\n\n

\u9810\u671f\u8fd1\u671f\u5c07\u9032\u5165\u80a1\u738b\u6392\u4f4d\u6230\uff0c\u80a1\u738b\u4fe1\u9a4a\u662f\u8f1d\u9054GB200 NVL\u4f3a\u670d\u5668\u7684BMC\u7368\u5bb6\u4f9b\u61c9\u5546\uff0c\u6700\u9ad8\u642d\u8f0981\u9846BMC\uff0c\u4f462024\u5e7412\u670828\u65e5\u50b3\u4f86\u8f1d\u9054\u8207Axiado\u5408\u4f5c\uff0c\u53d6\u5f97\u521d\u6b65\u6210\u679c\uff0c\u672a\u4f86\u53ef\u80fd\u52d5\u6416\u4fe1\u9a4a\u7368\u5bb6\u4f9b\u61c9\u5546\u5730\u4f4d\uff0c\u6b64\u5916\uff0c\u82e5\u5ba2\u6236\u63a1\u7528\u5347\u7d1a\u7248ConnectX-8\u65b9\u6848\uff0c\u7121\u9808\u642d\u8f09BMC\u3002<\/p>\n\n\n\n

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AI<\/strong>\u71df\u6536\u6bd4\u91cd2025<\/strong>\u5e74\u7ffb\u500d <\/strong>\u5229\u7a7a\u78ba\u8a8d\u5e95\u90e8\u5f8c\u4e0a\u6f32<\/strong><\/p>\n\n\n\n

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