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$SENASIC(琻捷)(06675)$纳芯微（2676.HK）、思瑞浦（688536）解决的是“信号链国产化”问题——在TI、ADI的既有地盘里抢份额；而SENASIC做的是定义“Physical AI端侧感算”新赛道——让轮胎、电池、机器人本体拥有本地感知与决策能力。一个是存量替代逻辑，一个是增量场景创造逻辑

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