鏅洪?氳储缁廇PP鑾锋倝锛孴echInsights鍙戝竷鐨?2024骞碤2鏅跺渾鍘傝澶?(WFE)鎸夊簲鐢ㄥ垎绫绘洿鏂版姤鍛婃樉绀猴紝瀛樺偍鍣ㄧ粏鍒嗗競鍦烘寔缁闀匡紝2024骞撮璁″骞呰揪21%銆傚湪杩欎竴绫诲埆涓紝DRAM棰勮灏嗛璺戯紝澧炲箙涓?26%锛岃?孨AND鐨勫骞呭垯杈冧负娓╁拰锛岄璁′负9%銆侷DM/閫昏緫鑺墖棰嗗煙棰勮澧為暱8%銆傜劧鑰岋紝浠e伐鍘傚拰鍏朵粬棰嗗煙鐨勯鏈熼檷骞呭垎鍒负5%鍜?10%銆傚睍鏈?2025骞达紝瀛樺偍鍣ㄥ闀块鏈熻涓嬭皟鑷?25%锛岃?屼唬宸ュ巶棰嗗煙棰勮灏嗚繋鏉ュ弽寮癸紝澧炲箙涓?10%锛孖DM/閫昏緫鑺墖棰嗗煙棰勮澧為暱12%銆?
銆?銆?銆愬厤璐e0鏄庛?戞湰鏂囦粎浠h〃浣滆?呮湰浜鸿鐐癸紝涓庡拰璁綉鏃犲叧銆傚拰璁綉绔欏鏂囦腑闄堣堪銆佽鐐瑰垽鏂繚鎸佷腑绔嬶紝涓嶅鎵?鍖呭惈鍐呭鐨勫噯纭?с?佸彲闈犳?ф垨瀹屾暣鎬ф彁渚涗换浣曟槑绀烘垨鏆楃ず鐨勪繚璇併?傝璇昏?呬粎浣滃弬鑰冿紝骞惰鑷鎵挎媴鍏ㄩ儴璐d换銆傞偖绠憋細銆?銆?