{"id":573,"date":"2026-10-13T09:30:00","date_gmt":"2026-10-13T01:30:00","guid":{"rendered":"https:\/\/zkmsemi.com\/?p=573"},"modified":"2026-10-13T11:47:04","modified_gmt":"2026-10-13T03:47:04","slug":"%e5%ba%94%e7%94%a8%e6%9d%90%e6%96%99%e4%b8%89%e5%ad%a3%e5%ba%a6%e8%90%a5%e6%94%b6%e5%88%9b91-2%e4%ba%bf%e7%be%8e%e5%85%83%e6%96%b0%e9%ab%98-%e5%85%a8%e7%90%83%e5%8d%8a%e5%af%bc%e4%bd%93%e8%ae%be","status":"publish","type":"post","link":"https:\/\/www.zkmsemi.com\/?p=573","title":{"rendered":"\u5e94\u7528\u6750\u6599\u4e09\u5b63\u5ea6\u8425\u6536\u521b91.2\u4ebf\u7f8e\u5143\u65b0\u9ad8 \u5168\u7403\u534a\u5bfc\u4f53\u8bbe\u5907\u4e0a\u884c\u5468\u671f\u786e\u7acb"},"content":{"rendered":"

2026\u5e7410\u6708\u4e0a\u65ec\uff0c\u5168\u7403\u6700\u5927\u534a\u5bfc\u4f53\u8bbe\u5907\u5382\u5546\u5e94\u7528\u6750\u6599\uff08Applied Materials\uff09\u516c\u5e03\u4e862026\u8d22\u5e74\u7b2c\u4e09\u5b63\u5ea6\u4e1a\u7ee9\uff1a\u5f53\u5b63\u8425\u6536\u8fbe\u523091.2\u4ebf\u7f8e\u5143\uff0c\u540c\u6bd4\u589e\u957f25%\uff0c\u521b\u4e0b\u5386\u53f2\u540c\u671f\u65b0\u9ad8\uff1bGAAP\u6bdb\u5229\u7387\u4e3a50.3%\uff0cNon-GAAP\u6bdb\u5229\u7387\u540c\u6837\u5904\u4e8e\u9ad8\u4f4d\u3002\u8fd9\u4efd\u8d22\u62a5\u4e0e\u672c\u5468\u5373\u5c06\u53d1\u5e03\u7684ASML\u3001\u53f0\u79ef\u7535\u4e09\u5b63\u62a5\u5f62\u6210\u547c\u5e94\uff0c\u5171\u540c\u52fe\u52d2\u51fa\u5168\u7403\u534a\u5bfc\u4f53\u8bbe\u5907\u884c\u4e1a\u65b0\u4e00\u8f6e\u4e0a\u884c\u5468\u671f\u7684\u8f6e\u5ed3\u3002\u5bf9\u4e8e\u6e05\u6d17\u4e0e\u6e7f\u6cd5\u8bbe\u5907\u884c\u4e1a\u800c\u8a00\uff0c\u5168\u7403\u9f99\u5934\u8ba2\u5355\u4e0e\u8425\u6536\u7684\u5f3a\u52b2\u8868\u73b0\uff0c\u610f\u5473\u7740\u6676\u5706\u5382\u6269\u4ea7\u4ecd\u5728\u52a0\u901f\uff0c\u6e7f\u6cd5\u5de5\u827a\u88c5\u5907\u7684\u4e2d\u957f\u671f\u9700\u6c42\u5177\u5907\u575a\u5b9e\u652f\u6491\u3002<\/p>\n

\"\u534a\u5bfc\u4f53\u6676\u5706\"<\/p>\n

AI\u9a71\u52a8\u5148\u8fdb\u903b\u8f91\u4e0e\u5b58\u50a8\u53cc\u7ebf\u6269\u4ea7<\/h2>\n

\u5e94\u7528\u6750\u6599\u4e09\u5b63\u5ea6\u8425\u6536\u521b\u7eaa\u5f55\u7684\u80cc\u540e\uff0c\u662f\u4eba\u5de5\u667a\u80fd\u5bf9\u5148\u8fdb\u903b\u8f91\u82af\u7247\u4e0e\u9ad8\u5e26\u5bbd\u5b58\u50a8\uff08HBM\uff09\u7684\u6301\u7eed\u62c9\u52a8\u3002\u5148\u8fdb\u5236\u7a0b\u82af\u7247\u5728\u5236\u9020\u4e2d\u9700\u8981\u66f4\u591a\u7684\u523b\u8680\u3001\u8584\u819c\u6c89\u79ef\u4e0e\u6e05\u6d17\u6b65\u9aa4\uff0c\u5355\u4f4d\u4ea7\u80fd\u5bf9\u5e94\u7684\u8bbe\u5907\u4ef7\u503c\u91cf\u663e\u8457\u9ad8\u4e8e\u6210\u719f\u5236\u7a0b\u3002\u540c\u65f6\uff0c\u5e94\u7528\u6750\u6599\u81ea2026\u8d22\u5e74\u7b2c\u4e00\u5b63\u5ea6\u8d77\u5c06200\u6beb\u7c73\u8bbe\u5907\u4e1a\u52a1\u5e76\u5165\u534a\u5bfc\u4f53\u7cfb\u7edf\u677f\u5757\uff0c\u53cd\u6620\u51fa\u6210\u719f\u5236\u7a0b\u4e0e\u7279\u8272\u5de5\u827a\u540c\u6837\u662f\u8bbe\u5907\u9700\u6c42\u7684\u91cd\u8981\u7ec4\u6210\u90e8\u5206\u3002\u65e0\u8bba\u5148\u8fdb\u8fd8\u662f\u6210\u719f\uff0c\u6269\u4ea7\u90fd\u79bb\u4e0d\u5f00\u6e05\u6d17\u3001\u7529\u5e72\u7b49\u6e7f\u6cd5\u5de5\u5e8f\u7684\u914d\u5957\u6295\u5165\u3002<\/p>\n

\u4e0a\u884c\u5468\u671f\u5bf9\u6e05\u6d17\u8bbe\u5907\u7684\u542b\u4e49<\/h2>\n

\u5168\u7403\u8bbe\u5907\u9f99\u5934\u8425\u6536\u9ad8\u589e\u957f\uff0c\u901a\u5e38\u9886\u5148\u4e8e\u4e0b\u6e38\u6676\u5706\u5382\u7684\u4ea7\u80fd\u91ca\u653e\u3002\u5f53\u8bbe\u5907\u5382\u8ba2\u5355\u9971\u6ee1\u3001\u8425\u6536\u521b\u65b0\u9ad8\u65f6\uff0c\u610f\u5473\u7740\u672a\u6765\u4e00\u5230\u4e24\u5e74\u6676\u5706\u5382\u5c06\u8fdb\u5165\u91cf\u4ea7\u722c\u5761\u9636\u6bb5\uff0c\u6e05\u6d17\u8bbe\u5907\u7684\u5b58\u91cf\u66ff\u6362\u3001\u65b0\u589e\u4ea7\u7ebf\u91c7\u8d2d\u4ee5\u53ca\u5de5\u827a\u5347\u7ea7\u9700\u6c42\u90fd\u4f1a\u968f\u4e4b\u653e\u91cf\u3002\u5c24\u5176\u662f\u5355\u7247\u6e05\u6d17\u8bbe\u5907\uff0c\u5728\u5148\u8fdb\u5236\u7a0b\u4e2d\u7684\u6e17\u900f\u7387\u6301\u7eed\u63d0\u5347\uff0c\u6210\u4e3a\u6e7f\u6cd5\u73af\u8282\u4e2d\u589e\u957f\u6700\u5feb\u7684\u54c1\u7c7b\u4e4b\u4e00\u3002\u65cb\u8f6c\u51b2\u6d17\u7529\u5e72\u673a\u3001\u5146\u58f0\u6ce2\u6e05\u6d17\u8bbe\u5907\u3001CMP\u540e\u6e05\u6d17\u8bbe\u5907\u7b49\uff0c\u4e5f\u5c06\u540c\u6b65\u53d7\u76ca\u4e8e\u6574\u7ebf\u6269\u4ea7\u3002<\/p>\n

\u4e2d\u56fd\u5e02\u573a\u4e0e\u56fd\u4ea7\u66ff\u4ee3\u5e76\u884c<\/h2>\n

\u4ece\u533a\u57df\u7ed3\u6784\u770b\uff0c\u5e94\u7528\u6750\u6599\u7684\u4e1a\u7ee9\u589e\u957f\u540c\u65f6\u53d7\u76ca\u4e8e\u5317\u7f8e\u3001\u97e9\u56fd\u3001\u4e2d\u56fd\u53f0\u6e7e\u4e0e\u4e2d\u56fd\u5927\u9646\u591a\u4e2a\u5e02\u573a\u7684\u6269\u4ea7\uff0c\u4f46\u4e2d\u56fd\u5927\u9646\u5e02\u573a\u51ed\u501f\u6210\u719f\u5236\u7a0b\u4e0e\u7279\u8272\u5de5\u827a\u7684\u5bc6\u96c6\u5efa\u8bbe\uff0c\u5df2\u6210\u4e3a\u5168\u7403\u8bbe\u5907\u9700\u6c42\u6700\u7a33\u5b9a\u7684\u57fa\u672c\u76d8\u4e4b\u4e00\u3002\u5728\u8fd9\u4e00\u80cc\u666f\u4e0b\uff0c\u56fd\u5185\u6e05\u6d17\u4e0e\u7529\u5e72\u8bbe\u5907\u5382\u5546\u9762\u5bf9\u7684\u5e76\u4e0d\u662f\u5355\u7eaf\u7684\u56fd\u9645\u7ade\u4e89\uff0c\u800c\u662f\u4e00\u4e2a\u6301\u7eed\u6269\u5f20\u7684\u672c\u571f\u5e02\u573a\u53e0\u52a0\u56fd\u4ea7\u5316\u653f\u7b56\u7a97\u53e3\u3002\u53ea\u8981\u6676\u5706\u5382\u6269\u4ea7\u4e0d\u505c\uff0c\u6e05\u6d17\u8bbe\u5907\u4f5c\u4e3a\u91cf\u4ea7\u5fc5\u9700\u7684\u6e7f\u6cd5\u5de5\u5e8f\uff0c\u5176\u91c7\u8d2d\u4e0e\u66ff\u6362\u9700\u6c42\u5c31\u4e0d\u4f1a\u4e2d\u65ad\uff0c\u8fd9\u4e5f\u4e3a\u56fd\u4ea7\u8bbe\u5907\u5382\u5546\u63d0\u4f9b\u4e86\u957f\u671f\u53ef\u9884\u671f\u7684\u6210\u957f\u7a7a\u95f4\u3002<\/p>\n

\u4e2d\u56fd\u5df2\u8fde\u7eed\u591a\u5e74\u7a33\u5c45\u5168\u7403\u6700\u5927\u7684\u534a\u5bfc\u4f53\u8bbe\u5907\u5e02\u573a\uff0c\u8bbe\u5907\u91c7\u8d2d\u5360\u6bd4\u6301\u7eed\u4f4d\u5c45\u5168\u7403\u9996\u4f4d\u3002\u5728\u5168\u7403\u4e0a\u884c\u5468\u671f\u4e2d\uff0c\u56fd\u5185\u6676\u5706\u5382\u4e00\u65b9\u9762\u52a0\u5927\u5bf9\u56fd\u9645\u5148\u8fdb\u8bbe\u5907\u7684\u91c7\u8d2d\uff0c\u53e6\u4e00\u65b9\u9762\u4e5f\u5728\u52a0\u901f\u63a8\u8fdb\u5173\u952e\u8bbe\u5907\u7684\u56fd\u4ea7\u5316\u66ff\u4ee3\u3002\u6e05\u6d17\u4e0e\u7529\u5e72\u8bbe\u5907\u56e0\u4e3a\u6280\u672f\u76f8\u5bf9\u6210\u719f\u3001\u672c\u5730\u5316\u670d\u52a1\u9700\u6c42\u5f3a\uff0c\u6210\u4e3a\u56fd\u4ea7\u66ff\u4ee3\u8fdb\u5c55\u8f83\u5feb\u7684\u73af\u8282\u4e4b\u4e00\u3002\u672c\u571f\u8bbe\u5907\u5382\u5546\u5728\u5168\u7403\u666f\u6c14\u5468\u671f\u4e0e\u56fd\u4ea7\u66ff\u4ee3\u653f\u7b56\u7684\u53cc\u91cd\u7ea2\u5229\u4e0b\uff0c\u6709\u671b\u6301\u7eed\u6269\u5927\u5e02\u573a\u4efd\u989d\u3002<\/p>\n

\"\u6676\u5706\u65cb\u8f6c\u51b2\u6d17\u7529\u5e72\u673a\"<\/p>\n

\u5728\u5168\u7403\u8bbe\u5907\u4e0a\u884c\u5468\u671f\u4e2d\u63a8\u8fdb\u56fd\u4ea7\u66ff\u4ee3\uff0c\u6cb3\u5317\u4e2d\u79d1\u5fae\u7535\u5b50\u6709\u9650\u516c\u53f8<\/strong>\u4e13\u6ce8\u4e8e\u6676\u5706\u6e05\u6d17\u673a\u3001\u7529\u5e72\u673a\u3001\u68c0\u6d4b\u8bbe\u5907\u7b49\u534a\u5bfc\u4f53\u6e7f\u6cd5\u5de5\u827a\u88c5\u5907\uff0c\u4ea7\u54c1\u5305\u62ec\u5168\u81ea\u52a8\u5355\u7247\u6676\u5706\u6e05\u6d17\u673a\u300112\u82f1\u5bf8\u5355\u7247\u6e05\u6d17\u7529\u5e72\u673a\uff08SG-8-12-2D\uff09\u3001EFEM\u4e13\u7528\u6e05\u6d17\u7529\u5e72\u7cfb\u7edf\u3001\u6676\u5706\u4e0b\u7247\u53f0\u53ca\u68c0\u6d4b\u706f\uff08QG-150\/QG-250\uff09\u7b49\uff0c\u53ef\u914d\u5957\u6676\u5706\u5382\u6e05\u6d17\u3001\u7529\u5e72\u4e0e\u5916\u89c2\u68c0\u6d4b\u5de5\u5e8f\u3002\u5982\u9700\u4e86\u89e3\u56fd\u4ea7\u6e05\u6d17\u7529\u5e72\u8bbe\u5907\u65b9\u6848\uff0c\u6b22\u8fce\u54a8\u8be2\u70ed\u7ebf\uff1a17177768881\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"

2026\u5e7410\u6708\u4e0a\u65ec\uff0c\u5168\u7403\u6700\u5927\u534a\u5bfc\u4f53\u8bbe\u5907\u5382\u5546\u5e94\u7528\u6750\u6599\uff08Applied Materials\uff09\u516c\u5e03\u4e862026\u8d22\u5e74\u7b2c\u4e09\u5b63\u5ea6\u4e1a\u7ee9\uff1a\u5f53\u5b63\u8425\u6536\u8fbe\u523091.2\u4ebf\u7f8e\u5143\uff0c\u540c\u6bd4\u589e\u957f25%\uff0c\u521b\u4e0b\u5386\u53f2\u540c\u671f\u65b0\u2026<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_zk_news_lang":"","_zk_news_en_title":"","_zk_news_en_content":"","_zk_news_en_excerpt":"","footnotes":""},"categories":[2],"tags":[],"class_list":["post-573","post","type-post","status-publish","format-standard","hentry","category-xingye-news"],"_links":{"self":[{"href":"https:\/\/www.zkmsemi.com\/index.php?rest_route=\/wp\/v2\/posts\/573","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.zkmsemi.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.zkmsemi.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.zkmsemi.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.zkmsemi.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=573"}],"version-history":[{"count":1,"href":"https:\/\/www.zkmsemi.com\/index.php?rest_route=\/wp\/v2\/posts\/573\/revisions"}],"predecessor-version":[{"id":576,"href":"https:\/\/www.zkmsemi.com\/index.php?rest_route=\/wp\/v2\/posts\/573\/revisions\/576"}],"wp:attachment":[{"href":"https:\/\/www.zkmsemi.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=573"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.zkmsemi.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=573"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.zkmsemi.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=573"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}