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# 伯恩斯坦刚见了博通、英伟达、应用材料、Astera等11家公
- URL: https://hyboox.com/bo-en-si-tan-gang-jian-liao-bo-tong-ying-wei-da-ying-yong-cai-liao-asteradeng-11jia-gong/
- Published: 2026-09-24T11:05:57.000Z
- Updated: 2026-10-14T13:18:21.000Z
- Author: 财妹机会
- Tags: 千里眼, #no-title

**伯恩斯坦刚见了博通、英伟达、应用材料、Astera等11家公司，**

进入2027—2028年的第二阶段：ASIC + 电力 + 存储/封装 + 高速互联全面扩散。定制ASIC、HBM、先进封装、电源、交换芯片和光互联