Ben Bajarin· @BenBajarin · X·· 21 天前AI 评分38
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Semicon West 和 OCP 上明显的感觉是,接下来要解决的问题在栈的更深处:更高千瓦数的液冷、800VDC 以及半导体设备。 光学制造当然也是,但那已经是共识了。
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Definitely the vibe between Semicon West and OCP that the next leg of problems to solve here are deeper down the stack to higher kw liquid cooling, 800vdc, and semicap.
Of course optical manufacturing as well but that was already a given.
来源:Ben Bajarin · x.com