479 lines
21 KiB
HTML
479 lines
21 KiB
HTML
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<!DOCTYPE html>
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<html lang="zh-CN">
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<head>
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<meta charset="UTF-8">
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<meta name="viewport" content="width=device-width, initial-scale=1.0">
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<title>GAA晶体管概念分析 - 半导体先进制程技术</title>
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<link href="https://cdn.jsdelivr.net/npm/bootstrap@5.3.0/dist/css/bootstrap.min.css" rel="stylesheet">
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<link rel="stylesheet" href="https://cdn.jsdelivr.net/npm/bootstrap-icons@1.10.0/font/bootstrap-icons.css">
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<style>
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:root {
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--primary-color: #1e3a8a;
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--secondary-color: #3b82f6;
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--accent-color: #60a5fa;
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--light-bg: #f0f9ff;
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--dark-text: #1e293b;
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}
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body {
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font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, "Helvetica Neue", Arial, sans-serif;
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color: var(--dark-text);
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background-color: #f8fafc;
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}
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.hero-section {
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background: linear-gradient(135deg, var(--primary-color) 0%, var(--secondary-color) 100%);
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color: white;
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padding: 4rem 0;
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position: relative;
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overflow: hidden;
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}
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.hero-section::before {
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background-size: cover;
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}
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.card {
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border: none;
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border-radius: 12px;
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box-shadow: 0 4px 6px rgba(0, 0, 0, 0.05);
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transition: transform 0.3s ease, box-shadow 0.3s ease;
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height: 100%;
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.card:hover {
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transform: translateY(-5px);
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box-shadow: 0 12px 20px rgba(0, 0, 0, 0.1);
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}
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.tech-badge {
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background-color: var(--light-bg);
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color: var(--primary-color);
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padding: 0.25rem 0.75rem;
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border-radius: 20px;
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font-size: 0.875rem;
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font-weight: 500;
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display: inline-block;
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margin: 0.25rem;
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.stock-table {
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background-color: white;
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border-radius: 12px;
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overflow: hidden;
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box-shadow: 0 4px 6px rgba(0, 0, 0, 0.05);
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}
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.stock-table thead {
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background-color: var(--primary-color);
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color: white;
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.stock-table th {
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font-weight: 600;
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padding: 1rem;
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border: none;
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}
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.stock-table td {
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padding: 1rem;
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vertical-align: middle;
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.direct-related {
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background-color: rgba(34, 197, 94, 0.1);
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}
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.supply-chain {
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background-color: rgba(59, 130, 246, 0.1);
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}
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.section-title {
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position: relative;
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padding-bottom: 1rem;
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margin-bottom: 2rem;
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}
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.section-title::after {
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content: "";
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position: absolute;
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bottom: 0;
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left: 0;
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height: 4px;
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background-color: var(--secondary-color);
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border-radius: 2px;
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}
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.icon-box {
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width: 60px;
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height: 60px;
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border-radius: 12px;
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background-color: var(--light-bg);
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display: flex;
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align-items: center;
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justify-content: center;
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margin-bottom: 1rem;
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}
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.icon-box i {
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font-size: 1.5rem;
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color: var(--secondary-color);
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}
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.timeline {
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position: relative;
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padding-left: 2rem;
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}
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.timeline::before {
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content: "";
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position: absolute;
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left: 0;
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top: 0;
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height: 100%;
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width: 2px;
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background-color: var(--accent-color);
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}
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.timeline-item {
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position: relative;
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padding-bottom: 2rem;
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}
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.timeline-item::before {
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content: "";
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position: absolute;
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left: -2.5rem;
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top: 0.5rem;
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width: 12px;
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height: 12px;
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border-radius: 50%;
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background-color: var(--secondary-color);
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border: 3px solid white;
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box-shadow: 0 0 0 3px var(--light-bg);
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}
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@media (max-width: 768px) {
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.hero-section {
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padding: 2rem 0;
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}
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.stock-table {
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font-size: 0.875rem;
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}
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.stock-table th, .stock-table td {
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padding: 0.5rem;
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}
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}
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</style>
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</head>
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<body>
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<!-- Hero Section -->
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<section class="hero-section">
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<div class="container position-relative">
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<div class="row align-items-center">
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<div class="col-lg-8">
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<h1 class="display-4 fw-bold mb-3">GAA晶体管技术</h1>
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<p class="lead mb-4">下一代半导体先进制程核心技术，引领芯片性能突破</p>
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<div class="d-flex flex-wrap gap-2">
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<span class="tech-badge"><i class="bi bi-cpu"></i> 3nm及以下工艺</span>
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<span class="tech-badge"><i class="bi bi-lightning"></i> 高性能计算</span>
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<span class="tech-badge"><i class="bi bi-phone"></i> 移动设备</span>
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<span class="tech-badge"><i class="bi bi-graph-up"></i> AI加速</span>
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</div>
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</div>
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<div class="col-lg-4 text-lg-end mt-4 mt-lg-0">
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<div class="d-flex justify-content-lg-end justify-content-start gap-4">
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<div class="text-center">
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<h2 class="fw-bold">3nm</h2>
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<p class="mb-0">工艺节点</p>
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</div>
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<div class="text-center">
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<h2 class="fw-bold">30%+</h2>
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<p class="mb-0">性能提升</p>
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</div>
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<div class="text-center">
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<h2 class="fw-bold">50%+</h2>
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<p class="mb-0">能效优化</p>
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</div>
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</div>
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</div>
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</div>
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</div>
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</section>
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<!-- Main Content -->
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<div class="container my-5">
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<!-- Insight Section -->
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<section class="mb-5">
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<h2 class="section-title">技术概念与产业意义</h2>
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<div class="row">
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<div class="col-md-4 mb-4">
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<div class="card h-100">
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<div class="card-body">
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<div class="icon-box">
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<i class="bi bi-cpu"></i>
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</div>
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<h5 class="card-title">技术原理</h5>
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<p class="card-text">GAA（Gate-All-Around）晶体管是一种新型晶体管结构，通过将栅极环绕在沟道周围，实现对电流的更精确控制，突破传统FinFET技术的物理极限。</p>
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</div>
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</div>
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</div>
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<div class="col-md-4 mb-4">
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<div class="card h-100">
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<div class="card-body">
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<div class="icon-box">
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<i class="bi bi-lightning-charge"></i>
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</div>
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<h5 class="card-title">性能优势</h5>
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<p class="card-text">相比FinFET，GAA晶体管可提供更高的驱动电流、更低的漏电流和更好的静电控制，使芯片在同等功耗下性能提升30%以上，或在同等性能下功耗降低50%以上。</p>
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</div>
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</div>
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</div>
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<div class="col-md-4 mb-4">
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<div class="card h-100">
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<div class="card-body">
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<div class="icon-box">
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<i class="bi bi-graph-up-arrow"></i>
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</div>
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<h5 class="card-title">产业影响</h5>
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<p class="card-text">GAA技术是3nm及以下工艺节点的关键，将推动半导体设备、材料、设计工具等全产业链升级，为AI、高性能计算、移动设备等领域提供更强算力支持。</p>
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</div>
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</div>
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</div>
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</div>
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</section>
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<!-- Stock Table Section -->
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<section class="mb-5">
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<h2 class="section-title">GAA晶体管概念股全景</h2>
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<div class="table-responsive">
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<table class="table table-hover stock-table">
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<thead>
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<tr>
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<th>股票名称</th>
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<th>分类</th>
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<th>行业/设备</th>
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<th>技术特点/应用</th>
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<th>消息来源</th>
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</tr>
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</thead>
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<tbody>
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<tr class="direct-related">
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<td><strong>柏诚股份</strong></td>
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<td><span class="badge bg-success">直接相关</span></td>
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<td>洁净室设备供应商</td>
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<td>GAA促使半导体企业产线改造及技术升级，进而带动洁净室行业需求持续增长。公司是GAA晶体管洁净室设备供应商，受益于先进制程扩产</td>
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<td>公告</td>
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</tr>
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<tr class="direct-related">
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<td><strong>概伦电子</strong></td>
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<td><span class="badge bg-success">直接相关</span></td>
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<td>EDA工具供应商</td>
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<td>支持7nm/5nm/3nm等先进工艺节点，GAAFET结构用于3nm及以下先进工艺制程的芯片研发设计</td>
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<td>投资者活动记录表</td>
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</tr>
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<tr class="direct-related">
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<td><strong>国林科技</strong></td>
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<td><span class="badge bg-success">直接相关</span></td>
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<td>薄膜沉积和臭氧清洗设备供应商</td>
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<td>设备可应用于GAA工艺，子公司国林半导体营业收入占公司主营业务收入比重较小</td>
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<td>互动</td>
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</tr>
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<tr class="direct-related">
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<td><strong>中科飞测</strong></td>
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<td><span class="badge bg-success">直接相关</span></td>
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<td>先进制程明场纳米图形晶圆缺陷检测设备</td>
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<td>REDWOOD-900检测精度达10nm级，适配FinFET、GAA等先进晶体管结构，2023年4月28日宣布设备再次出货头部客户</td>
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<td>公开资料</td>
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</tr>
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<tr class="supply-chain">
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<td><strong>新莱应材</strong></td>
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<td><span class="badge bg-primary">产业链配套</span></td>
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<td>真空半导体封装技术</td>
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<td>涉及GAA工艺，半导体真空系统和气体系统服务于泛半导体设备供应商、工程公司及终端制造商</td>
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<td>互动</td>
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</tr>
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<tr class="supply-chain">
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<td><strong>微导纳米</strong></td>
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<td><span class="badge bg-primary">产业链配套</span></td>
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<td>ALD技术</td>
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<td>高质量薄膜满足GAA环绕式栅极中薄膜沉积要求</td>
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<td>互动</td>
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</tr>
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<tr class="supply-chain">
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<td><strong>中微公司</strong></td>
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<td><span class="badge bg-primary">产业链配套</span></td>
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<td>Primo SSC™设备</td>
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<td>支持原子层沉积（ALD）/PECVD混合模式，实现亚纳米级薄膜均匀性，开发面向2nm的介质蚀刻-PECVD协同模块，解决高选择性刻蚀挑战</td>
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<td>公开资料</td>
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</tr>
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<tr class="supply-chain">
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<td><strong>北方华创</strong></td>
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<td><span class="badge bg-primary">产业链配套</span></td>
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<td>PECCVD设备</td>
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<td>突破28nm节点，2nm方向聚焦超低温沉积（≤350℃）及原位退火集成技术，介电薄膜厚度偏差控制在±0.5Å以内，但高深宽比覆盖能力落后国际1-2代</td>
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<td>公开资料</td>
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</tr>
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<tr class="supply-chain">
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<td><strong>拓荆科技</strong></td>
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<td><span class="badge bg-primary">产业链配套</span></td>
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<td>PECVD设备</td>
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<td>在中芯国际28纳米生产线实现规模化应用</td>
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<td>公开资料</td>
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</tr>
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</tbody>
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</table>
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</div>
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</section>
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<!-- Industry Chain Section -->
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<section class="mb-5">
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<h2 class="section-title">GAA产业链分析</h2>
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<div class="row">
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<div class="col-lg-6 mb-4">
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<div class="card h-100">
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<div class="card-body">
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<h5 class="card-title mb-3"><i class="bi bi-diagram-3 text-primary me-2"></i>产业链结构</h5>
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<div class="timeline">
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<div class="timeline-item">
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<h6>上游：材料与设备</h6>
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<p>高纯度硅片、光刻胶、特种气体等材料；光刻机、刻蚀设备、薄膜沉积设备等关键设备</p>
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</div>
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<div class="timeline-item">
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<h6>中游：晶圆制造</h6>
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<p>台积电、三星、英特尔等晶圆厂负责GAA工艺研发与量产</p>
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</div>
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<div class="timeline-item">
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<h6>下游：应用领域</h6>
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<p>高性能计算、AI加速器、高端智能手机、数据中心等</p>
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</div>
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</div>
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</div>
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</div>
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</div>
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<div class="col-lg-6 mb-4">
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<div class="card h-100">
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<div class="card-body">
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<h5 class="card-title mb-3"><i class="bi bi-lightbulb text-primary me-2"></i>技术挑战与机遇</h5>
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<ul class="list-unstyled">
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<li class="mb-3">
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<i class="bi bi-check-circle-fill text-success me-2"></i>
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<strong>技术挑战：</strong>纳米级精度控制、高深宽比结构制造、良率提升
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</li>
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<li class="mb-3">
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<i class="bi bi-check-circle-fill text-success me-2"></i>
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<strong>设备需求：</strong>更先进的刻蚀、沉积、检测设备，单条产线投资超50亿美元
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</li>
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<li class="mb-3">
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<i class="bi bi-check-circle-fill text-success me-2"></i>
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<strong>市场机遇：</strong>2025年GAA技术市场规模预计突破100亿美元，年复合增长率超35%
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</li>
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<li>
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<i class="bi bi-check-circle-fill text-success me-2"></i>
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<strong>国产替代：</strong>国内企业在刻蚀、沉积等设备领域加速突破，逐步实现进口替代
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</li>
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</ul>
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</div>
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</div>
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</div>
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</div>
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</section>
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<!-- Investment Outlook Section -->
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<section class="mb-5">
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<h2 class="section-title">投资前景展望</h2>
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<div class="card">
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<div class="card-body">
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<div class="row">
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<div class="col-md-6 mb-4 mb-md-0">
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<h5 class="card-title"><i class="bi bi-graph-up text-success me-2"></i>增长驱动因素</h5>
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<ul>
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<li>AI、高性能计算等应用对算力需求持续增长</li>
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<li>摩尔定律延续需要更先进制程技术支持</li>
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<li>智能手机、数据中心等终端产品性能升级需求</li>
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<li>国家政策支持半导体产业自主可控</li>
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</ul>
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</div>
|
||
<div class="col-md-6">
|
||
<h5 class="card-title"><i class="bi bi-exclamation-triangle text-warning me-2"></i>风险提示</h5>
|
||
<ul>
|
||
<li>技术成熟度不及预期，量产进度可能延迟</li>
|
||
<li>设备投资成本高，可能抑制晶圆厂扩产意愿</li>
|
||
<li>国际贸易环境变化可能影响供应链稳定</li>
|
||
<li>市场竞争加剧，技术迭代速度快</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
</div>
|
||
|
||
<!-- Footer -->
|
||
<footer class="bg-dark text-white py-4 mt-5">
|
||
<div class="container">
|
||
<div class="row">
|
||
<div class="col-md-6">
|
||
<h5>GAA晶体管技术分析</h5>
|
||
<p class="mb-0">下一代半导体先进制程核心技术洞察</p>
|
||
</div>
|
||
<div class="col-md-6 text-md-end">
|
||
<p class="mb-0">数据来源：公开资料整理 | 更新时间：2023年</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</footer>
|
||
|
||
<script src="https://cdn.jsdelivr.net/npm/bootstrap@5.3.0/dist/js/bootstrap.bundle.min.js"></script>
|
||
<script>
|
||
// 添加表格行点击高亮效果
|
||
document.querySelectorAll('.stock-table tbody tr').forEach(row => {
|
||
row.addEventListener('click', function() {
|
||
// 移除其他行的高亮
|
||
document.querySelectorAll('.stock-table tbody tr').forEach(r => {
|
||
r.classList.remove('table-active');
|
||
});
|
||
// 添加当前行高亮
|
||
this.classList.add('table-active');
|
||
});
|
||
});
|
||
|
||
// 添加滚动动画效果
|
||
const observerOptions = {
|
||
root: null,
|
||
rootMargin: '0px',
|
||
threshold: 0.1
|
||
};
|
||
|
||
const observer = new IntersectionObserver((entries) => {
|
||
entries.forEach(entry => {
|
||
if (entry.isIntersecting) {
|
||
entry.target.style.opacity = 1;
|
||
entry.target.style.transform = 'translateY(0)';
|
||
}
|
||
});
|
||
}, observerOptions);
|
||
|
||
// 观察所有卡片元素
|
||
document.querySelectorAll('.card').forEach(card => {
|
||
card.style.opacity = 0;
|
||
card.style.transform = 'translateY(20px)';
|
||
card.style.transition = 'opacity 0.6s ease, transform 0.6s ease';
|
||
observer.observe(card);
|
||
});
|
||
</script>
|
||
</body>
|
||
</html>
|