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国内外AMB基板供应商
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所属报告：
碳化硅行业深度报告：新材料定义新机遇SiC引领行业变革-221008（80页）.pdf
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国内外脑机接口企业进展对比
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行业数据
2026-07-06
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力鼎光电国内外收入情况
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行业数据
2026-07-06
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表3、光跃超节点与国内外主流超节点方案对比
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行业数据
2026-07-06
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国内外糖价走势相似
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行业数据
2026-07-03
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国内外一体化CXO平台竞争格局定位
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竞争格局
2026-07-02
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2021-2025年国内外入及占比（百万
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行业数据
2026-07-02
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2021-2025年国内外毛利率情况
fCDlubTku70gfCDkuK3lm73lpKfpmYYgfCDlm73lpJYgfAp8LS0tLS0tfC0tLS0tLS0tLS18LS0tLS0tfAp8IDIwMjEgfCA0NyUgICAgICB8IDU5JSAgfAp8IDIwMjIgfCA0OCUgICAgICB8IDU2JSAgfAp8IDIwMjMgfCA1MCUgICAgICB8IDY1JSAgfAp8IDIwMjQgfCA0NiUgICAgICB8IDY1JSAgfAp8IDIwMjUgfCA1NCUgICAgICB8IDU4JSAgfAoK6LWE5paZ5p2l5rqQ77yaQ2hvaWNlLei0ouWKoeaVsOaNru+8jOS4nOaWuei0ouWvjOivgeWIuOeglOeptuaJgA==
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行业数据
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2025年中国独立Scale-up光互连解决方案供应商中，曦智占据绝大部分市场
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国内外GPU主要厂商芯片及超节点性能对比（华为与英伟达为例），国内厂商存在一定短板
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2026-07-01
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国内外头部模型静态P/ARR估值表（单位：十亿美元，倍）
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行业数据
2026-07-01
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