{"id":2162,"date":"2023-07-15T10:43:25","date_gmt":"2023-07-15T02:43:25","guid":{"rendered":""},"modified":"2023-07-15T10:43:25","modified_gmt":"2023-07-15T02:43:25","slug":"","status":"publish","type":"post","link":"http:\/\/www.idea2003.com\/dongtai\/2162.html","title":{"rendered":"\u4e09\u661f\u7535\u5b50\u518d\u6b21\u8c6a\u8d4c"},"content":{"rendered":"
\u9006\u5468\u671f\u662f\u5f3a\u8005\u7684\u673a\u4f1a\u3001\u5f31\u8005\u7684\u5730\u72f1\u3002<\/p>\n
\u7f16\u8005\u6309\uff1a\u672c\u6587\u6765\u81ea\u5fae\u4fe1\u516c\u4f17\u53f7 \u6700\u8bdd FunTalk\uff08ID\uff1aiFuntalker\uff09\uff0c\u4f5c\u8005\uff1a\u4f55\u4f0a\u7136\uff0c\u7f16\u8f91\uff1a\u5218\u5b87\u7fd4\uff0c\u5fae\u65b0\u521b\u60f3\u7ecf\u6388\u6743\u8f6c\u8f7d\u3002<\/p>\n
\u4e09\u661f\u7684\u5bd2\u51ac\u4f55\u65f6\u624d\u80fd\u8fc7\u53bb\uff1f<\/p>\n
\u5f53\u5730\u65f6\u95f47\u67087\u65e5\uff0c\u4e09\u661f\u7535\u5b50\u516c\u5e03\u4e862023\u5e74\u7b2c\u4e8c\u5b63\u5ea6\u8d22\u62a5\u3002\u672c\u5b63\u5ea6\uff0c\u4e09\u661f\u7535\u5b50\u9500\u552e\u989d\u4e3a60\u4e07\u4ebf\u97e9\u5143\uff0c\u540c\u6bd4\u4e0b\u964d22.3%\uff1b\u8425\u4e1a\u5229\u6da66000\u4ebf\u97e9\u5143\uff0c\u540c\u6bd4\u4e0b\u964d95.7%\u3002<\/p>\n
2023\u5e74\u4e00\u5b63\u5ea6\uff0c\u4e09\u661f\u8425\u4e1a\u5229\u6da6\u4e3a6402\u4ebf\u97e9\u5143\uff0c\u662f2009\u5e74\u4e00\u5b63\u5ea6\u4ee5\u6765\u6700\u4f4e\u5b63\u5ea6\u5229\u6da6\uff0c\u800c\u4e8c\u5b63\u5ea6\u5229\u6da6\u989d\u518d\u6b21\u521b\u65b0\u6700\u4f4e\u503c\u3002<\/p>\n
2022\u5e74\uff0c\u201c\u5b85\u5bb6\u7ecf\u6d4e\u201d\u5e26\u6765\u7684\u6d88\u8d39\u7535\u5b50\u7ea2\u5229\u5f7b\u5e95\u9000\u70ed\uff0c\u5e02\u573a\u9500\u91cf\u4e0b\u6ed1\uff0c\u5404\u5bb6\u516c\u53f8\u6d88\u8d39\u7535\u5b50\u4ea7\u54c1\u5e93\u5b58\u79ef\u538b\u6781\u5176\u4e25\u91cd\u3002<\/p>\n
\u6839\u636eIDC\u516c\u5e03\u7684\u6570\u636e\uff0c2022\u5e74\u5168\u5e74\u5168\u7403\u667a\u80fd\u624b\u673a\u51fa\u8d27\u91cf12.1\u4ebf\u53f0\uff0c\u8fd9\u662f2013\u5e74\u4ee5\u6765\u7684\u6700\u4f4e\u70b9\u3002\u867d\u7136\u4e09\u661f\u4ee52.609\u4ebf\u53f0\u51fa\u8d27\u91cf\u548c21.6%\u7684\u5e02\u573a\u4efd\u989d\u7ee7\u7eed\u7a33\u5750\u5e02\u5360\u7387\u7684\u7b2c\u4e00\u540d\uff0c\u4f46\u4ece\u7edd\u5bf9\u6570\u636e\u6765\u770b\u4e5f\u5f88\u96be\u8ba9\u4eba\u6ee1\u610f\u3002<\/p>\n
\u4e0d\u4ec5\u5982\u6b64\uff0c\u6839\u636e\u97e9\u5a92\u62a5\u9053\uff0c\u56e0\u4e3a\u7ecf\u6d4e\u653e\u7f13\u7b49\u56e0\u7d20\u5f71\u54cd\uff0c2023\u5e74\u6d88\u8d39\u8005\u5bf9\u4e2d\u4f4e\u4ef7\u4f4d\u667a\u80fd\u624b\u673a\u7684\u9700\u6c42\u4ecd\u5904\u5728\u75b2\u8f6f\u671f\uff0c\u6362\u673a\u5468\u671f\u62c9\u957f\uff0c\u667a\u80fd\u673a\u9500\u91cf\u7ee7\u7eed\u840e\u7f29\u3002\u4e09\u661f 2023 \u5e74\u667a\u80fd\u624b\u673a\u51fa\u8d27\u91cf\u9884\u4f30\u5df2\u4e0b\u964d\u81f3 2.5 \u4ebf\u53f0\uff0c\u4f4e\u4e8e\u6b64\u524d\u8bbe\u5b9a\u7684 2.7 \u4ebf\u53f0\u76ee\u6807\u3002<\/p>\n
\u6d88\u8d39\u7c7b\u5e02\u573a\u840e\u7f29\u8fdb\u800c\u5bfc\u81f4\u5bf9\u82af\u7247\u9700\u6c42\u8870\u9000\uff0c\u4e0a\u6e38\u82af\u7247\u4ea7\u4e1a\u81ea\u7136\u4e5f\u53d7\u5230\u4e86\u51b2\u51fb\u3002\u4f5c\u4e3a\u5c11\u6570\u6db5\u76d6\u4e86\u4ea7\u4e1a\u4e0a\u4e0b\u6e38\u7684\u5de8\u5934\uff0c\u4e09\u661f\u534a\u5bfc\u4f53\u4e1a\u52a1\u66f4\u662f\u53d7\u5230\u5168\u65b9\u4f4d\u51b2\u51fb\u3002<\/p>\n
\u636e\u97e9\u56fd\u5a92\u4f53\u62a5\u9053\uff0c\u4e09\u661f\u672c\u5b63\u5ea6\u76c8\u5229\u7f29\u6c34\u548c\u516c\u53f8\u82af\u7247\u9879\u76ee\u6240\u5728\u7684\u6570\u5b57\u89e3\u51b3\u65b9\u6848\uff08DS\uff09\u90e8\u95e8\u51fa\u73b0\u4e25\u91cd\u4e8f\u635f\u6709\u5173\u3002DS\u90e8\u95e8\u6b64\u524d\u4e00\u76f4\u662f\u4e09\u661f\u7684\u201c\u5229\u6da6\u5976\u725b\u201d\uff0c\u672c\u5b63\u5ea6\u4e8f\u635f\u989d\u5ea6\u53ef\u80fd\u57283\u4e07\u4ebf\u52304\u4e07\u4ebf\u97e9\u5143\u4e4b\u95f4\u3002<\/p>\n
\u4e0d\u8fc7\uff0c\u4e09\u661f\u672c\u5b63\u5ea6\u5229\u6da6\u964d\u5e45\u7565\u5c0f\u4e8e\u6b64\u524d\u9884\u671f\uff0c\u4f3c\u4e4e\u5df2\u7ecf\u770b\u5230\u4e86\u56de\u6696\u7684\u66d9\u5149\uff0c\u5e76\u4e14\uff0c\u4e09\u661f\u4f3c\u4e4e\u5e76\u4e0d\u60e7\u4e0b\u6ed1\uff0c\u56e0\u4e3a\u534a\u5bfc\u4f53\u662f\u4e2a\u5468\u671f\u884c\u4e1a\uff0c\u9006\u5468\u671f\u53cd\u800c\u624d\u662f\u5f3a\u8005\u7684\u673a\u4f1a\u3001\u5f31\u8005\u7684\u5730\u72f1\u3002<\/p>\n
TrendForce\u62a5\u544a\u6307\u51fa\uff0c\u7531\u4e8e\u5168\u7403\u5e02\u573a\u7684\u82af\u7247\u4e70\u5bb6\u7eb7\u7eb7\u6682\u7f13\u4e0b\u5355\uff0c\u52a0\u5feb\u6d88\u8017\u5df2\u6709\u5e93\u5b58\uff0c\u672c\u5b63\u5ea6\u82af\u7247\u4ef7\u683c\u4e0b\u964d\u4e86\u7ea613%\u81f318%\u3002<\/p>\n
\u5b58\u50a8\u82af\u7247\u4e3b\u8981\u5206\u4e3aNAND Flash \u548cDRAM\uff0c\u5408\u8ba1\u5360\u6bd4\u8d85\u8fc7\u4e5d\u6210\uff0c\u5176\u4e2dNAND\u5e02\u573a\u88ab\u4e09\u661f\u3001\u94e0\u4fa0\u3001\u7f8e\u5149\u7b49\u516d\u5bb6\u5382\u5546\u74dc\u5206\uff0c\u5408\u8ba1\u5e02\u573a\u5360\u6709\u7387\u572895%\u5de6\u53f3\u3002DRAM\u5e02\u573a\u96c6\u4e2d\u5ea6\u5219\u66f4\u9ad8\uff0c\u51fa\u8d27\u91cf\u524d\u4e09\u5bb6\u4f01\u4e1a\u4e09\u661f\u3001SK\u6d77\u529b\u58eb\u3001\u7f8e\u5149\u5e02\u573a\u4efd\u989d\u603b\u548c\u4e3a95.9%\u3002\u65e0\u8bba\u662fNAND Flash\u8fd8\u662fDRAM\uff0c\u4e09\u661f\u90fd\u662f\u6700\u5927\u4f9b\u5e94\u5546\u3002<\/p>\n
\u6240\u4ee5\u4ef7\u683c\u4e0b\u8dcc\uff0c\u8fd9\u51e0\u5bb6\u5927\u5382\u5907\u53d7\u5f71\u54cd\uff0c\u4f46\u540c\u65f6\u5b58\u50a8\u82af\u7247\u662f\u4e2a\u5be1\u5934\u5784\u65ad\u5e02\u573a\uff0c\u4e3a\u8ba9\u5e02\u573a\u4f9b\u9700\u6062\u590d\u5230\u5e73\u8861\u72b6\u6001\uff0c\u4e09\u661f\u7535\u5b50\u548c\u5176\u4ed6\u5b58\u50a8\u82af\u7247\u5236\u9020\u5546\u90fd\u5728\u524a\u51cf\u4f9b\u5e94\u3002<\/p>\n
7\u6708\uff0c\u4e09\u661f\u7535\u5b50\u5c06DRAM\u5b58\u50a8\u5668\u6708\u4ea7\u91cf\u524a\u51cf\u81f362\u4e07\u7247\u6676\u5706\uff0c\u540c\u6bd4\u51cf\u5c1112%\uff0c\u521b\u4e0b\u516c\u53f82021\u5e74\u7b2c\u4e09\u5b63\u5ea6\u4ee5\u6765\u4ea7\u91cf\u7684\u65b0\u4f4e\u3002\u636e\u5185\u90e8\u6d88\u606f\u62ab\u9732\uff0c\u4e09\u661f\u7535\u5b50\u51cf\u4ea7\u8ba1\u5212\u6216\u5c06\u6301\u7eed\u81f3\u660e\u5e74\u3002<\/p>\n
\u5206\u6790\u5e08\u9884\u8ba1\uff0c\u5728\u4f9b\u9700\u4e24\u7aef\u7684\u8c03\u6574\u4e0b\uff0c\u82af\u7247\u4ef7\u683c\u5c06\u5728\u4eca\u5e74\u7b2c\u4e09\u5b63\u5ea6\u8fbe\u5230\u6700\u4f4e\u70b9\uff0c\u6709\u671b\u57282024\u5e74\u5b9e\u73b0\u663e\u8457\u590d\u82cf\u3002\u9ad8\u76db\u66f4\u662f\u4e50\u89c2\u5730\u8ba4\u4e3a\uff0c\u4e09\u661f\u82af\u7247\u4e1a\u52a1\u5728\u4eca\u5e74\u7b2c\u56db\u5b63\u5ea6\u5c31\u53ef\u4ee5\u626d\u4e8f\u4e3a\u76c8\u3002<\/p>\n
\u201c\u6211\u4eec\u8ba4\u4e3a\u534a\u5bfc\u4f53\u4e1a\u52a1\u4e1a\u7ee9\u5df2\u7ecf\u57282023\u5e74\u7b2c\u4e00\u5b63\u5ea6\u89c1\u5e95\u3002\u201d\u5305\u62ec\u9ad8\u76db\u5728\u5185\u7684\u591a\u5bb6\u6295\u8d44\u673a\u6784\uff0c\u90fd\u5bf9\u82af\u7247\u5e02\u573a\u4e0b\u534a\u5e74\u524d\u666f\u7ed9\u51fa\u4e86\u79ef\u6781\u9884\u671f\u3002<\/p>\n
\u4e0d\u6b62\u9ad8\u76db\uff0c\u56fd\u9645\u534a\u5bfc\u4f53\u4ea7\u4e1a\u534f\u4f1a\uff08SEMI\uff09\u4e5f\u9884\u6d4b\uff0c\u7531\u4e8e\u76f8\u5173\u5e02\u573a\u75b2\u8f6f\uff0c\u5185\u5b58DRAM\u8bbe\u5907\u9500\u552e\u989d\u9884\u8ba1\u4eca\u5e74\u5c06\u540c\u6bd4\u4e0b\u964d28%\u81f388\u4ebf\u7f8e\u5143\uff0c\u4f46\u9884\u8ba1\u660e\u5e74\u5c06\u53cd\u5f3931%\u8fbe\u5230116\u4ebf\u7f8e\u5143\uff1bNAND\u8bbe\u5907\u9500\u552e\u989d\u4eca\u5e74\u5c06\u540c\u6bd4\u4e0b\u964d51%\u81f384\u4ebf\u7f8e\u5143\uff0c\u4f46\u9884\u8ba1\u660e\u5e74\u5c06\u53cd\u5f3959%\u81f3133\u4ebf\u7f8e\u5143\u3002<\/p>\n
\u6295\u884c\u548c\u534f\u4f1a\u4e4b\u6240\u4ee5\u770b\u5230\uff0c\u4e00\u4e2a\u5f88\u91cd\u8981\u539f\u56e0\u662f\u867d\u7136\u6d88\u8d39\u7535\u5b50\u5e02\u573a\u4e0d\u632f\uff0c\u4f46\u5927\u6a21\u578b\u7684\u5d1b\u8d77\uff0c\u4f7f\u5f97DRAM\u6709\u4e86\u65b0\u5e02\u573a\u9700\u6c42\u3002<\/p>\n
\u8fd1\u5e74\u6765\uff0cDRAM\u4ece2D\u54113D\u6280\u672f\u53d1\u5c55\uff0c\u6d8c\u73b0\u51faHBM\uff08High Bandwidth Memory\uff0c\u9ad8\u5e26\u5bbd\u5b58\u50a8\u5668\uff09\u8fd9\u79cd\u9ad8\u7aef\u4ea7\u54c1\u3002HBM\u662f\u5c06\u591a\u4e2aDDR\u82af\u7247\u5806\u53e0\u540e\u548cGPU\u5c01\u88c5\u5728\u4e00\u8d77\uff0c\u5b9e\u73b0\u5927\u5bb9\u91cf\u3001\u9ad8\u4f4d\u5bbd\u7684DDR\u7ec4\u5408\u9635\u5217\uff0c\u901a\u8fc7\u589e\u52a0\u5e26\u5bbd\uff0c\u6269\u5c55\u5185\u5b58\u5bb9\u91cf\uff0c\u8ba9\u66f4\u5927\u7684\u6a21\u578b\u3001\u66f4\u591a\u7684\u53c2\u6570\u7559\u5728\u79bb\u6838\u5fc3\u8ba1\u7b97\u66f4\u8fd1\u7684\u5730\u65b9\uff0c\u4ece\u800c\u51cf\u5c11\u5185\u5b58\u548c\u5b58\u50a8\u89e3\u51b3\u65b9\u6848\u5e26\u6765\u7684\u5ef6\u8fdf\u3002<\/p>\n
\u4ece\u53bb\u5e74ChatGPT\u51fa\u73b0\u4ee5\u6765\uff0cHBM\u5df2\u7ecf\u6210\u4e3aAI\u670d\u52a1\u5668\u82af\u7247\u7684\u201c\u6807\u914d\u201d\uff0c\u4ee5Nvidia \u7684 H100\u4e3a\u4f8b\uff0c\u5b83\u4e2d\u95f4\u662fH100 GPU ASIC\uff0c\u5468\u56f4\u662f6\u4e2a\u5185\u5b58\u5806\u6808HBM\u3002<\/p>\n
\u5728DRAM\u7684\u6574\u4f53\u9893\u52bf\u4e4b\u4e2d\uff0cHBM\u5374\u5728\u9006\u52bf\u589e\u957f\u30022021\u5e74\u65f6\uff0cHBM\u9700\u6c42\u5360\u6574\u4f53DRAM\u5e02\u573a\u53ea\u6709\u4e0d\u52301%\uff0c\u800cTrendForce\u9884\u4f30\uff0c2023\u5e74AI\u670d\u52a1\u5668\u51fa\u8d27\u91cf\u8fd1120\u4e07\u53f0\uff0c\u52302026\u5e74AI\u670d\u52a1\u5668\u51fa\u8d27\u91cf\u5e74\u590d\u5408\u6210\u957f\u7387\u8fbe22%\uff0c\u5e26\u52a8HBM\u9700\u6c42\u91cf\u57282023-2025\u5e74\u5e74\u590d\u5408\u589e\u957f\u7387\u6709\u671b\u589e\u957f\u81f340%-45%\u4ee5\u4e0a\u3002<\/p>\n
\u9664\u4e86AI\u670d\u52a1\u5668\uff0c\u6c7d\u8f66\u4e5f\u5c06\u662fHBM\u503c\u5f97\u5173\u6ce8\u7684\u5e94\u7528\u9886\u57df\u3002\u968f\u7740\u667a\u80fd\u6c7d\u8f66\u4e2d\u7684\u6444\u50cf\u5934\u3001\u4f20\u611f\u5668\u3001\u5a31\u4e50\u8bbe\u65bd\u6570\u91cf\u8d8a\u6765\u8d8a\u591a\uff0c\u6570\u636e\u901f\u7387\u548c\u5904\u7406\u6240\u6709\u4fe1\u606f\u7684\u901f\u5ea6\u90fd\u5728\u6025\u901f\u589e\u957f\uff0cHBM\u5177\u6709\u5f88\u5927\u7684\u5e26\u5bbd\u4f18\u52bf\uff0c\u867d\u7136\u6700\u65b0\u7684HBM3\u76ee\u524d\u8fd8\u6ca1\u6709\u53d6\u5f97\u6c7d\u8f66\u8ba4\u8bc1\uff0c\u4e14\u6210\u672c\u8f83\u9ad8\uff0c\u4f46\u4e1a\u754c\u666e\u904d\u8ba4\u4e3aHBM\u7edd\u5bf9\u4f1a\u8fdb\u5165\u6c7d\u8f66\u5e94\u7528\u9886\u57df\u3002<\/p>\n
\u636e\u5a92\u4f53\u62a5\u9053\uff0c2023\u5e74\u5f00\u5e74\u540e\u4e09\u661f\u3001SK\u6d77\u529b\u58eb\u4e24\u5bb6\u5b58\u50a8\u5927\u5382HBM\u8ba2\u5355\u5feb\u901f\u589e\u52a0\uff0cHBM3\u4ef7\u683c\u4e0a\u6da85\u500d\u3002SK\u6d77\u529b\u58eb\u662f\u6700\u65e9\u751f\u4ea7HBM\u7684\uff0c\u73b0\u5728\u62e5\u6709\u8d85\u8fc750%\u7684\u5e02\u573a\u4efd\u989d\uff0c\u5e76\u72ec\u5bb6\u5360\u6709\u4e869\u6210\u7684HBM3\u5e02\u573a\u4efd\u989d\u3002\u800c\u5360\u670940%\u5e02\u573a\u4efd\u989d\u4e09\u661f\u6b63\u5728\u594b\u52c7\u76f4\u8ffd\uff0c\u9884\u8ba1\u5c06\u5728\u4eca\u5e74\u4e0b\u534a\u5e74\u53d1\u8d27HBM3\uff0c\u6b64\u524d\u4e09\u661f\u5c55\u793a\u4e8612\u5c42HBM\u4ee5\u53ca\u672a\u6765\u7684HBM-4\u3002<\/p>\n
\u6b64\u5916\uff0cSSD\u4e0e\u5d4c\u5165\u5f0f\u5b58\u50a8\u4e3aNANDFlash\u6a21\u7ec4\u7684\u4e3b\u8981\u5f62\u5f0f\uff0c\u6839\u636eYole\u6570\u636e\uff0c\u9884\u8ba122-28\u5e74SSD\u5e02\u573a\u603b\u89c4\u6a21\u5c06\u4ece290\u4ebf\u7f8e\u91d1\u589e\u81f3670\u4ebf\u7f8e\u5143\u3002<\/p>\n
\u65fa\u76db\u7684\u672a\u6765\u9700\u6c42\uff0c\u4f7f\u5f97\u5b58\u50a8\u82af\u7247\u5927\u5382\u4eec\u5e76\u4e0d\u60e7\u6015\u773c\u524d\u7684\u4e0b\u6ed1\uff0c\u5e76\u4e14\u90fd\u5728\u52a0\u5feb\u6295\u8d44\uff0c\u8bd5\u56fe\u6253\u57ae\u7ade\u4e89\u5bf9\u624b\u3002<\/p>\n
\u5386\u53f2\u4e0a\uff0c\u5b58\u50a8\u82af\u7247\u5e02\u573a\u5206\u522b\u57281980\u5e74\u30011990\u5e74\u548c2007\u5e74\u9762\u4e34\u884c\u4e1a\u6027\u4e0b\u884c\u5468\u671f\u3002\u6bcf\u4e00\u6b21\uff0c\u4e09\u661f\u90fd\u9009\u62e9\u4e86\u9006\u5468\u671f\u6218\u7565\uff0c\u5728\u4f4e\u8c37\u671f\u52a0\u5927\u7814\u53d1\u529b\u5ea6\u8ba9\u5e02\u573a\u9700\u6c42\u4e0a\u5347\u671f\u53ef\u4ee5\u538b\u6210\u672c\uff0c\u6210\u529f\u5728\u4e0b\u4e00\u4e2a\u884c\u4e1a\u4e0a\u5347\u671f\u53d6\u5f97\u6280\u672f\u548c\u5e02\u573a\u65b9\u9762\u7684\u9886\u5148\u3002<\/p>\n
\u5c24\u5176\u662f\u5e02\u573a\u4f9b\u9700\u5173\u7cfb\u53d1\u751f\u53d8\u5316\uff0c\u66f4\u662f\u9700\u8981\u534a\u5bfc\u4f53\u5382\u5546\u5728\u6280\u672f\u521b\u65b0\u3001\u89c4\u6a21\u5316\u4e0a\u66f4\u6fc0\u8fdb\u3002<\/p>\n
2022\u5e74\uff0c\u5728\u591a\u6570\u79d1\u6280\u4f01\u4e1a\u5927\u5200\u9614\u65a7\u88c1\u5458\uff0c\u538b\u7f29\u4eba\u529b\u6210\u672c\u7684\u65f6\u523b\uff0c\u4e09\u661f\u9009\u62e9\u7a33\u4f4f\u89c4\u6a21\u3002\u4e09\u661f\u7535\u5b507\u67084\u65e5\u53d1\u8868\u7684\u7ecf\u8425\u62a5\u544a\u663e\u793a\uff0c2022\u5e74\uff0c\u4e09\u661f\u7535\u5b50\u5168\u7403\u5458\u5de5\u6570\u91cf\u7ea6\u4e3a27\u4e07\uff0c\u5168\u5e74\u4eba\u5de5\u6210\u672c\u8fbe37.6\u4e07\u4ebf\u97e9\u5143\u3002\u4e0e2021\u5e74\u76f8\u6bd4\uff0c\u4eba\u5de5\u6210\u672c\u8fd8\u589e\u52a0\u4e863\u4e07\u4ebf\u97e9\u5143\uff0c\u5360\u5230\u4e862022\u5e74\u5168\u5e74\u8425\u4e1a\u5229\u6da6\u768479.7%\u3002<\/p>\n
\u8fd1\u65e5\uff0c\u4e09\u661f\u7535\u5b50\u82af\u7247\u4e1a\u52a1\u90e8\u95e8\u51fa\u73b0\u4e86\u660e\u663e\u7684\u9ad8\u7ba1\u4eba\u4e8b\u53d8\u52a8\u3002<\/p>\n
\u6b64\u756a\u8c03\u6574\u805a\u7126\u6676\u5706\u4ee3\u5de5\u4e1a\u52a1\u90e8\u95e8\u548c\u5b58\u50a8\u4e1a\u52a1\u90e8\u95e8\uff1a\u6676\u5706\u4ee3\u5de5\u4e1a\u52a1\u5f00\u53d1\u4e3b\u7ba1Gitae Jeong\u5347\u4e3a\u9996\u5e2d\u6280\u672f\u5b98\uff0cJahun Koo\u63a5\u4efb\u5f00\u53d1\u4e3b\u7ba1\uff1b\u5b58\u50a8\u4e1a\u52a1\u90e8\u95e8\u6218\u7565\u8425\u9500\u4e3b\u7ba1HwangSang-jun\u88ab\u4efb\u547d\u4e3aDRAM\u5f00\u53d1\u4e3b\u7ba1\uff0cOh Tae-young\u88ab\u4efb\u547d\u4e3a\u8bbe\u8ba1\u4e3b\u7ba1\uff0cYun Ha-ryong\u88ab\u4efb\u547d\u4e3a\u6218\u7565\u8425\u9500\u4e3b\u7ba1\u3002<\/p>\n
\u6309\u7ecf\u9a8c\u6765\u8bf4\uff0c\u4e09\u661f\u591a\u662f\u5728\u5e74\u5e95\u8fdb\u884c\u4eba\u4e8b\u8c03\u6574\u3002<\/p>\n
\u5916\u5a92\u8ba4\u4e3a\uff0c\u63d0\u524d\u53d8\u52a8\u5f70\u663e\u51fa\u4e09\u661f\u9762\u5bf9\u5145\u6ee1\u673a\u9047\u7684\u5e02\u573a\uff0c\u60f3\u91c7\u53d6\u66f4\u4e3a\u79ef\u6781\u8fdb\u53d6\u7684\u8fdb\u653b\u59ff\u6001\uff0c\u4e0d\u7834\u4e0d\u7acb\u7684\u6c14\u52bf\u6765\u5e94\u5bf9\u6311\u6218\u3002<\/p>\n
Trend Force\u6570\u636e\u663e\u793a\uff0c\u4eca\u5e74\u4e00\u5b63\u5ea6\u4e09\u661f\u7535\u5b50\u5168\u7403\u6676\u5706\u4ee3\u5de5\u9500\u552e\u989d\u73af\u6bd4\u51cf\u5c1136.1%\uff0c\u5e02\u573a\u4efd\u989d\u66f4\u662f\u4ece2022\u5e74\u56db\u5b63\u5ea6\u768415.8%\u964d\u81f312.4%\u3002\u76f8\u53cd\uff0c\u53f0\u79ef\u7535\u9500\u552e\u989d\u867d\u7136\u4e5f\u73af\u6bd4\u4e0b\u964d\uff0c\u5e02\u573a\u4efd\u989d\u5374\u7531\u4e0a\u5b63\u5ea658.5%\u5347\u81f360.1%\uff0c\u53cc\u65b9\u5e02\u5360\u7387\u5dee\u8ddd\u8fdb\u4e00\u6b65\u62c9\u5927\u3002<\/p>\n
\u5176\u4e2d\uff0c\u4e09\u661f\u6700\u773c\u998b\u7684\u662f\u82f1\u4f1f\u8fbe\u7684AI\u82af\u7247\u8ba2\u5355\u3002\u76ee\u524d\uff0c\u82f1\u4f1f\u8fbe\u5360\u636e\u4e86\u4eba\u5de5\u667a\u80fd GPU \u5e02\u573a 90% \u4ee5\u4e0a\u7684\u4efd\u989d\uff0c\u82f1\u4f1f\u8fbe\u65d7\u8230\u82af\u7247 A100 \u548c H100 GPU \u7531\u53f0\u79ef\u7535\u72ec\u5bb6\u4f9b\u5e94\u3002\u7531\u4e8e\u5e02\u573a\u9700\u6c42\u8fc7\u4e8e\u706b\u7206\uff0c\u9ad8\u7aef\u8ba1\u7b97\u7c7b\u82af\u7247\u4ef7\u683c\u4e0b\u63a2\u7684\u7a7a\u95f4\u5df2\u7ecf\u4e0d\u5927\uff0c\u53f0\u79ef\u7535\u8fd8\u57286\u6708\u51b3\u5b9a\u6269\u5927\u4ea7\u80fd\u3002<\/p>\n
\u53f0\u79ef\u7535\u662f\u5168\u7403\u82af\u7247\u4ee3\u5de5\u5927\u6237\uff0c\u5176\u79d8\u7c4d\u662fCoWoS\u5c01\u88c5\u6280\u672f\u3002<\/p>\n
2012\u5e74\uff0c\u53f0\u79ef\u7535\u9996\u6b21\u5f15\u5165\u8be5\u6280\u672f\uff0c\u5728\u82af\u7247\u5c01\u88c5\u8fc7\u7a0b\u4e2d\u5c06\u82af\u7247\u4ee53D\u65b9\u5f0f\u8fdb\u884c\u7acb\u4f53\u5806\u53e0\uff0c\u7f29\u77ed\u5b83\u4eec\u4e4b\u95f4\u7684\u8ddd\u79bb\uff0c\u4ece\u800c\u4f7f\u82af\u7247\u4e4b\u95f4\u7684\u8fde\u63a5\u901f\u5ea6\u66f4\u5feb\uff0c\u8be5\u5c01\u88c5\u65b9\u5f0f\u53ef\u5e26\u6765\u9ad8\u8fbe 50% \u751a\u81f3\u66f4\u591a\u7684\u5de8\u5927\u6027\u80fd\u63d0\u5347\u3002<\/p>\n
\u5982\u4eca\uff0c\u82f1\u4f1f\u8fbe\u3001\u82f9\u679c\u548c AMD \u7684\u65d7\u8230\u4ea7\u54c1\u90fd\u79bb\u4e0d\u5f00\u53f0\u79ef\u7535\u7684\u5148\u8fdb\u5c01\u88c5\u6280\u672f\u3002<\/p>\n
\u4e09\u661f\u663e\u7136\u5e76\u4e0d\u6ee1\u8db3\u4e8e\u505a\u5143\u4ef6\u4f9b\u5e94\u5546\uff0c\u4ece\u5b58\u50a8\u5668\u5230\u4ee3\u5de5\u5230\u5c01\u88c5\uff0c\u4e09\u661f\u6709\u66f4\u5927\u7684\u89c4\u5212\uff0c\u5b83\u7684\u7ade\u4e89\u5bf9\u624b\u5e76\u4e0d\u4ec5\u4ec5\u53ea\u662fSK\u6d77\u529b\u58eb\u3001\u7f8e\u5149\u7b49\u5b58\u50a8\u82af\u7247\u5382\u5546\u3002<\/p>\n
2022\u5e7412\u6708\uff0c\u4e09\u661f\u5728\u534a\u5bfc\u4f53\u4e1a\u52a1\u90e8\u95e8\u5185\u6210\u7acb\u4e86\u5148\u8fdb\u5c01\u88c5\uff08AVP\uff09\u4e1a\u52a1\u56e2\u961f\uff0c\u4e3a\u5ba2\u6237\u63d0\u4f9b\u4e00\u7ad9\u5f0f\u670d\u52a1\uff0c\u56e2\u961f\u5c06\u76f4\u63a5\u91cf\u8eab\u5b9a\u5236\u5148\u8fdb\u5c01\u88c5\u6280\u672f\u548c\u89e3\u51b3\u65b9\u6848\uff0c\u5e76\u5c06\u5176\u5546\u4e1a\u5316\u3002<\/p>\n
\u636e\u62a5\u9053\uff0c\u4e09\u661f\u5ba3\u5e03\u5f00\u53d1\u51fa\u53ef\u642d\u8f7d8\u9897\u9ad8\u5e26\u5bbd\u5b58\u50a8\u5668\uff08HBM\uff09\u7684\u5c01\u88c5\u6280\u672fI-Cube 8\uff0c\u5e76\u8ba1\u52122023\u5e74\u5185\u5b8c\u6210\u6548\u80fd\u6d4b\u8bd5\uff0c\u5e762024\u5e74\u6295\u5165\u91cf\u4ea7\u3002\u4e09\u661f\u79f0\uff0c\u672a\u6765\u5728\u5c01\u88c5\u4e2d\u6574\u5408\u903b\u8f91IC\u3001\u5b58\u50a8\u5668\u7684\u6570\u91cf\u591a\u5c11\u5c06\u6210\u4e3a\u534a\u5bfc\u4f53\u6280\u672f\u7684\u7ade\u4e89\u529b\u3002<\/p>\n
\u4e09\u661f\u8fd8\u5728\u6301\u7eed\u5f00\u53d13D\u5806\u53e0\u6280\u672fX-Cube\u3002\u76ee\u524d\uff0c\u7b2c\u4e00\u4ee3X-Cube\u6280\u672f\u5df2\u9002\u7528\u4e8eHBM\uff0c\u7b2c\u4e8c\u4ee3X-Cube\u4e5f\u5728\u51c6\u5907\u8fdb\u5165\u91cf\u4ea7\u3002\u6709\u4e1a\u5185\u4eba\u58eb\u8868\u793a\uff1a\u201c\u4e09\u661f\u548c\u53f0\u79ef\u7535\u5728\u5c01\u88c5\u4e0a\u5f88\u5feb\u5c31\u4f1a\u53d1\u751f\u6b63\u9762\u51b2\u7a81\u3002\u201d<\/p>\n
2022\u5e74\uff0c\u4e09\u661f\u7535\u5b50\u6295\u8d44250\u4ebf\u7f8e\u5143\u5728\u7f8e\u56fd\u5fb7\u514b\u8428\u65af\u5dde\u5efa\u9020\u82af\u7247\u5de5\u5382\u3002\u636e\u7f8e\u5a92\u62a5\u9053\uff0c\u4e09\u661f\u751a\u81f3\u8003\u8651\u672a\u6765\u4e8c\u5341\u5e74\u5728\u7f8e\u56fd\u5efa\u7acb11\u5bb6\u82af\u7247\u5de5\u5382\uff0c\u6295\u8d44\u603b\u989d\u63a5\u8fd12000\u4ebf\u7f8e\u5143\u3002<\/p>\n
6\u6708\uff0c\u4e09\u661f\u7535\u5b50\u5728\u7f8e\u56fd\u52a0\u5dde\u5723\u4f55\u585e\u4e3e\u884c\u7684\u4e09\u661f\u4ee3\u5de5\u8bba\u575b\uff08SFF\uff09\u516c\u5e03\u4e862nm\u5236\u7a0b\u82af\u7247\u91cf\u4ea7\u7684\u8be6\u7ec6\u8ba1\u5212\u3002\u6839\u636e\u8ba1\u5212\uff0c\u4e09\u661f\u7535\u5b50\u5206\u522b\u5c06\u4e8e2025\u5e74\u30012026\u5e74\u30012027\u5e74\u5f00\u59cb\u6279\u91cf\u751f\u4ea7\u7528\u4e8e\u79fb\u52a8\u5e94\u7528\u3001\u9ad8\u6027\u80fd\u8ba1\u7b97\u548c\u6c7d\u8f66\u76842nm\u82af\u7247\u3002<\/p>\n
\u4e09\u661f\u8868\u793a\uff0c\u4e0e3nm\u5de5\u827a\u76f8\u6bd4\uff0c2nm\u82af\u7247\u7684\u6027\u80fd\u63d0\u9ad8\u4e8612%\uff0c\u529f\u7387\u6548\u7387\u63d0\u9ad8\u4e8625%\uff0c\u9762\u79ef\u51cf\u5c11\u4e865%\uff0c\u4e09\u661f\u8fd8\u8ba1\u5212\u4e8e2027\u5e74\u5f00\u59cb\u91cf\u4ea71.4nm\u82af\u7247\u3002<\/p>\n
\u53f0\u79ef\u7535\u3001\u4e09\u661f\u7684\u5484\u5484\u903c\u4eba\uff0c\u4e5f\u4f7f\u5f97\u5176\u4ed6\u7ade\u4e89\u5bf9\u624b\u4e0d\u5f97\u4e0d\u52a0\u5927\u6295\u5165\uff0c\u8001\u724c\u82af\u7247\u5de8\u5934\u82f1\u7279\u5c14\u5ba3\u5e03\u4f1a\u572824\u5e74\u7b2c\u4e00\u5b63\u5ea6\u5c06\u628a\u6676\u5706\u4ee3\u5de5\u4e8b\u4e1a(IFS)\u5236\u9020\u90e8\u95e8\u4ece\u4ea7\u54c1\u4e8b\u4e1a\u72ec\u7acb\u51fa\u6765\u8fd0\u4f5c\u3002\u7531\u65e5\u672c\u516b\u5bb6\u5927\u4f01\u4e1a\u652f\u6301\u6210\u7acb\u5e76\u83b7\u653f\u5e9c\u6ce8\u8d44\u7684\u534a\u5bfc\u4f53\u516c\u53f8 Rapidus\u5219\u5ba3\u79f0\u8981\u590d\u82cf\u65e5\u672c\u82af\u7247\u4e1a\u7684\u8363\u5149\u3002<\/p>\n
\u5728\u5386\u53f2\u4e0a\uff0c\u4e09\u661f\u3001\u53f0\u79ef\u7535\u7b49\u5927\u73a9\u5bb6\u90fd\u662f\u5728\u5e02\u573a\u884c\u60c5\u4e0d\u597d\u7684\u60c5\u51b5\u4e0b\uff0c\u52a0\u5927\u7814\u53d1\u3001\u4ea7\u80fd\u6295\u8d44\uff0c\u901a\u8fc7\u6280\u672f\u3001\u89c4\u6a21\u5316\u6324\u57ae\u7ade\u4e89\u5bf9\u624b\uff0c\u6536\u5272\u5e02\u573a\u4efd\u989d\uff0c\u5e76\u5728\u5360\u636e\u5e02\u573a\u5927\u4efd\u989d\u540e\uff0c\u65f6\u4e0d\u65f6\u63d0\u4ef7\u6536\u5272\u5229\u6da6\u3002<\/p>\n
\u8fd9\u62db\u9006\u5468\u671f\u6269\u5f20\u7684\u7b56\u7565\uff0c\u5982\u4eca\u53c8\u91cd\u51fa\u6c5f\u6e56\u3002<\/p>\n
\u800c\u8fd9\u6b21\uff0c\u4e09\u661f\u4eec\u8981\u9762\u5bf9\u65b0\u7684\u6311\u6218\u8005\uff0c\u90a3\u5c31\u662f\u4e2d\u56fd\u5382\u5546\u3002<\/p>\n
2023\u5e74\uff0c\u4e09\u661f\u4e2d\u56fd\u4e0a\u4efb\u4e86\u4e00\u4f4d\u65b0\u603b\u88c1\uff0c\u6b64\u524d\u8d1f\u8d23\u534a\u5bfc\u4f53\u5728\u534e\u9500\u552e\u4e1a\u52a1\u7684\u6768\u6770\u3002<\/p>\n
\u8fd1\u4e9b\u5e74\uff0c\u5bf9\u591a\u6570\u4e2d\u56fd\u6d88\u8d39\u8005\u800c\u8a00\uff0c\u4e09\u661f\u7684\u5b58\u5728\u611f\u662f\u8d8a\u6765\u8d8a\u4f4e\u3002\u5728\u534e\u624b\u673a\u9500\u91cf\u66b4\u8dcc\uff0c\u5728\u534e\u5de5\u5382\u76f8\u7ee7\u5173\u95ed\uff0c\u5728\u5a92\u4f53\u4e0a\u51e0\u4e4e\u90fd\u662f\u4ee5\u53cd\u9762\u6848\u4f8b\u51fa\u73b0\u7684\u3002<\/p>\n
\u4f46\u6768\u6770\u5e76\u4e0d\u662f\u8fd9\u4e48\u770b\u5f85\u7684\u3002\u9500\u552e\u51fa\u8eab\u7684\u6768\u6770\u9762\u5bf9\u5a92\u4f53\u5341\u5206\u5065\u8c08\uff0c\u4ed6\u5f3a\u8c03\u4e09\u661f\u5728\u4e2d\u56fd\u5e02\u573a\u662f\u201c\u8fdb\u5165\u3001\u878d\u5165\u3001\u5347\u7ea7\u201d\uff0c\u968f\u7740\u4e2d\u56fd\u4ea7\u4e1a\u5347\u7ea7\u8f6c\u578b\uff0c\u4e09\u661f\u5728\u534e\u6295\u8d44\u5e03\u5c40\u4e5f\u201c\u540c\u9891\u5171\u632f\u201d\uff0c\u5411\u4ea7\u4e1a\u94fe\u9ad8\u7aef\u8fc8\u8fdb\u3002\u201c\u672a\u6765\u662f\u65e0\u9650\u7f8e\u597d\u7684\u3002\u65b0\u4e00\u8f6e\u79d1\u6280\u9769\u547d\u548c\u4ea7\u4e1a\u9769\u547d\u6b63\u5728\u52a0\u901f\u63a8\u8fdb\uff0c\u5927\u6570\u636e\u3001\u4eba\u5de5\u667a\u80fd\u3001\u65b0\u80fd\u6e90\u6c7d\u8f66\u7b49\u65b0\u5174\u4ea7\u4e1a\u5c06\u84ec\u52c3\u53d1\u5c55\u3002\u201d<\/p>\n
\u56e0\u4e3a\u867d\u7136\u79fb\u52a8\u7ec8\u7aef\u6253\u4e0d\u8fc7\u4e2d\u56fd\u5382\u5546\uff0c\u4f46\u5728\u5143\u4ef6\u9886\u57df\uff0c\u4e09\u661f\u4f9d\u7136\u6709\u5f3a\u608d\u7684\u7ade\u4e89\u529b\u3002\u76ee\u524d\uff0c\u4e09\u661f\u5728\u4e2d\u56fd\u5171\u67098\u4e2a\u7814\u53d1\u4e2d\u5fc3\uff0c\u6db5\u76d6\u901a\u4fe1\u3001\u4eba\u5de5\u667a\u80fd\u3001\u534a\u5bfc\u4f53\u3001\u65b0\u80fd\u6e90\u7535\u6c60\u7b49\u9886\u57df\u3002\u5176\u4e2d\u6700\u5f15\u4eba\u77a9\u76ee\u7684\u5f53\u5c5e\uff0c2013\u5e744\u670810\u65e5\u4e09\u661f\u7535\u5b50\u843d\u6237\u5728\u897f\u5b89\u9ad8\u65b0\u533a\u7684\u534a\u5bfc\u4f53\u5de5\u5382\u3002\u843d\u6237\u897f\u5b89\u5341\u5e74\u6765\uff0c\u968f\u7740\u4ea7\u80fd\u4e0d\u65ad\u91ca\u653e\uff0c\u52302022\u5e74\u4e09\u661f\u534a\u5bfc\u4f53\u897f\u5b89\u5de5\u5382\u4ea7\u503c\u7a81\u7834\u4e861000\u4ebf\u5143\u4eba\u6c11\u5e01\uff0c\u6210\u4e3a\u4e2d\u56fd\u5b58\u50a8\u82af\u7247\u7684\u4f9b\u5e94\u5927\u6237\uff0c\u4e8c\u671f\u5de5\u7a0b\u5728\u5efa\u8bbe\u4e2d\u3002<\/p>\n
\u76ee\u524d\u4e2d\u56fd\u5b58\u50a8\u9700\u6c42\u5360\u5168\u740330%\u5de6\u53f3\uff0c\u662f\u4e16\u754c\u4e0a\u6700\u5927\u7684\u82af\u7247\u5e02\u573a\uff0c\u5728\u5e02\u573a\u9700\u6c42\u3001\u81ea\u4e3b\u53ef\u63a7\u8981\u6c42\u7684\u63a8\u52a8\u4e0b\uff0c\u56fd\u4ea7\u5382\u5546\u4e0e\u8bbe\u5907\u5546\u8fce\u6765\u5927\u7206\u53d1\uff0c\u5171\u540c\u63a8\u52a8\u56fd\u4ea7\u5316\u8fdb\u7a0b\u52a0\u901f\u3002\u5176\u4e2d\u957f\u6c5f\u5b58\u50a8\u3001\u957f\u946b\u5b58\u50a8\u662f\u4e2d\u56fd\u5927\u9646\u5b58\u50a8\u82af\u7247\u4e24\u5927\u9886\u5934\u4f01\u4e1a\u3002\u957f\u6c5f\u5b58\u50a8\u4e3b\u8425NAND\u4e1a\u52a1\u7684\uff0c\u6210\u7acb\u4e8e2016\u5e74\uff0c\u524d\u8eab\u4e3a\u6210\u7acb\u4e8e2006\u5e74\u7684\u6b66\u6c49\u65b0\u82af\uff1b\u957f\u946b\u5b58\u50a8\u540c\u6837\u6210\u7acb\u4e8e2016\u5e74\uff0c\u662f\u76ee\u524d\u60df\u4e00\u5b9e\u73b0\u91cf\u4ea7\u7684\u56fd\u4ea7DRAM\u5382\u5546\u3002<\/p>\n
2022\u5e74\u4e2d\u56fd\u957f\u5b58\u3001\u957f\u946b\u7684\u4e8c\u671f\u5de5\u7a0b\u5f00\u59cb\u6295\u4ea7\uff0c\u4e8c\u671f\u5de5\u7a0b\u7684\u4ea7\u80fd\u76f8\u5f53\u4e8e\u4e00\u671f\u5de5\u7a0b\u7684\u4e24\u500d\u3002\u5728\u6280\u672f\u65b9\u9762\uff0c\u56fd\u4ea7\u5b58\u50a8\u82af\u7247\u5df2\u91cf\u4ea7232\u5c42NAND flash\u548c19\u7eb3\u7c73\u7684DRAM\u5185\u5b58\uff0c\u6280\u672f\u7684\u5927\u5e45\u63d0\u5347\u5e2e\u52a9\u4e2d\u56fd\u5b58\u50a8\u82af\u7247\u5382\u5546\u5927\u4e3e\u964d\u4f4e\u4e86\u6210\u672c\u548c\u63d0\u9ad8\u7ade\u4e89\u529b\uff0c\u800c\u8d44\u672c\u5e02\u573a\u7684\u770b\u597d\uff0c\u4e5f\u8ba9\u56fd\u4ea7\u5382\u5546\u6709\u4e86\u6269\u5927\u4ea7\u80fd\u7684\u5e95\u6c14\u3002<\/p>\n
\u622a\u6b62\u76ee\u524d\uff0c\u957f\u6c5f\u5b58\u50a8NAND\u4ea7\u80fd\u7ea6\u5360\u5168\u7403\u76846%\uff0c\u957f\u946b\u5b58\u50a8\u7ea6\u5360\u5168\u7403DRAM\u4ea7\u80fd\u7684 3%\u3002\u5e02\u573a\u666e\u904d\u8ba4\u4e3a\uff0c\u4ece\u6280\u672f\u4e0a\uff0c\u957f\u5b58\u4e0e\u4e09\u661f\u3001SK\u6d77\u529b\u58eb\u7b49\u56fd\u9645\u5927\u5382\u76f8\u5dee\u9876\u591a\u4e00\u4ee3\uff1b\u957f\u946b\u4e3b\u653b\u7684DRAM\u9886\u57df\uff0c\u77e5\u8bc6\u58c1\u5792\u66f4\u9ad8\uff0c\u8ddd\u79bb\u5168\u7403\u5148\u8fdb\u6c34\u5e73\u6709\u4e24\u4e09\u4ee3\u7684\u5dee\u8ddd\u3002\u4ece\u5e02\u573a\u4e86\u89e3\u5230\uff0c\u957f\u946b\u8981\u5b8c\u621016\u7eb3\u7c73\u6280\u672f\uff0c\u81f3\u5c11\u9700\u8981\u4e24\u5e74\u65f6\u95f4\u3002<\/p>\n
\u5e76\u4e14\uff0c\u5373\u4f7f\u89e3\u51b3\u4e86\u6280\u672f\u96be\u9898\uff0c\u5230\u4e86\u91cf\u4ea7\u8fd8\u5c06\u906d\u9047\u5de8\u5927\u96be\u9898\uff0c\u90a3\u5c31\u662f2022\u5e7410\u6708\u7f8e\u56fd\u51fa\u53f0\u7684139\u9875\u51fa\u53e3\u7ba1\u5236\u65b0\u89c4\uff0c\u8be5\u65b0\u89c4\u6b63\u8bbe\u5907\u3001\u6750\u6599\u5bf9\u4e2d\u56fd\u5382\u5546\u91c7\u53d6\u4e86\u8bf8\u591a\u9650\u5236\uff0c\u5bfc\u81f4\u957f\u5b58\u3001\u957f\u946b\u7684\u4e8c\u5382\u5de5\u7a0b\u88ab\u8feb\u6682\u505c\u3002<\/p>\n
\u4e8e\u662f\uff0c\u4e24\u5bb6\u516c\u53f8\u53ea\u6709\u52a0\u5927\u56fd\u4ea7\u8bbe\u5907\u7684\u6d4b\u8bd5\u3001\u8c03\u8bd5\u529b\u5ea6\uff0c\u51c6\u5907\u5728\u66f4\u591a\u5de5\u5e8f\u4e0a\u5b9e\u73b0\u8bbe\u5907\u3001\u539f\u6599\u3001\u5de5\u827a\u7684\u56fd\u4ea7\u66ff\u4ee3\uff0c\u76ee\u524d\u5728\u523b\u8680\u3001\u6e7f\u6cd5\u3001\u5c01\u88c5\u7b49\u5de5\u827a\u548c\u8bbe\u5907\u4e0a\uff0c\u56fd\u4ea7\u5382\u5546\u5df2\u7ecf\u6709\u660e\u663e\u8fdb\u5c55\u3002<\/p>\n
\u5728\u8bf8\u591a\u535a\u5f08\u4e4b\u4e0b\uff0c\u957f\u946b\u7684\u8bbe\u5907\u91c7\u8d2d\u4e5f\u6709\u6240\u8f6c\u673a\uff0c\u6709\u5a92\u4f53\u62a5\u9053\uff0c\u90e8\u5206\u65b0\u8bbe\u5907\u53ef\u80fd\u4f1a\u57282023\u5e74\u4e09\u5b63\u5ea6\u9646\u7eed\u5230\u8d27\u3002<\/p>\n
\u589e\u52a0\u5b58\u50a8\u82af\u7247\u7684\u56fd\u4ea7\u5316\u7387\u662f\u5927\u52bf\u6240\u8d8b\uff0c\u5728\u5e02\u573a\u9700\u6c42\u65b9\u9762\uff0c\u76ee\u524d\u56fd\u5185\u5f88\u591a\u7ec8\u7aef\u5382\u5546\u90fd\u5728\u79ef\u6781\u652f\u6301\u957f\u5b58\uff0c\u9002\u914d\u957f\u5b58\u4ea7\u54c1\uff1b\u957f\u946b\u7684\u6311\u6218\u8981\u5927\u4e9b\uff0c\u6bd5\u7adf\u884c\u4e1a\u7684\u4e2d\u9ad8\u7aef\u4ea7\u54c1\u57fa\u672c\u505a\u5230DDR5\u3002<\/p>\n
\u4f46\u957f\u5b58\u3001\u957f\u946b\u7684\u5d1b\u8d77\u8fd8\u662f\u6253\u7834\u4e86\u5be1\u5934\u5784\u65ad\uff0c\u6df1\u8fdc\u5730\u5f71\u54cd\u4e86\u5e02\u573a\uff0c\u6380\u8d77\u4e86NAND Flash \u548cDRAM\u7684\u4ef7\u683c\u6218\uff0c\u76ee\u524d\u5728SSD\u5e02\u573a\uff0c\u56e0\u56fd\u4ea7\u5382\u5546\u53d1\u8d77\u7684\u4ef7\u683c\u6218\uff0c\u4f7f\u5f97\u6709\u4e9b7000M\/S\u7684\u9ad8\u901fPCIe4.0\u7684SSD\uff0c\u88ab\u56fd\u4ea7\u6253\u5230\u53ea\u8981400\u5757\u3002\u5e76\u4e14\u6d77\u5916\u5de8\u5934\u4e0d\u6562\u518d\u4ee5\u6d2a\u6c34\u3001\u505c\u7535\u7b49\u539f\u56e0\u4e3a\u7531\u8f7b\u6613\u63d0\u4ef7\u3002<\/p>\n
\u66fe\u7ecf\u5b58\u50a8\u82af\u7247\u5e02\u573a\u88ab\u97e9\u56fd\u5382\u5546\u6240\u628a\u6301\uff0c\u662f\u97e9\u56fd\u7684\u51fa\u53e3\u5927\u5b97\uff0c\u4f46\u773c\u4e0b\u7ade\u4e89\u8005\u7684\u8ffd\u8d76\u548c\u9700\u6c42\u4e0b\u6ed1\uff0c\u4f7f\u5f97\u97e9\u56fd\u82af\u7247\u51fa\u53e3\u5927\u5e45\u4e0b\u6ed1\uff0c\u751a\u81f3\u51fa\u73b0\u8d38\u6613\u9006\u5dee\u3002<\/p>\n
\u4e09\u661f\u5f53\u7136\u4e0d\u6562\u6389\u4ee5\u8f7b\u5fc3\uff0c\u56e0\u4e3a\u5f53\u5e74\u97e9\u56fd\u534a\u5bfc\u4f53\u5382\u5546\u8ddf\u65e5\u672c\u5382\u5546\u540c\u6837\u5b58\u5728\u6280\u672f\u3001\u4ea7\u80fd\u5dee\u8ddd\uff0c\u4f46\u5728\u97e9\u56fd\u653f\u5e9c\u652f\u6301\u4e0b\uff0c\u4e09\u661f\u3001SK\u3001\u6d77\u529b\u58eb\u7b49\u4f01\u4e1a\u4e0d\u8ba1\u6210\u672c\u7684\u6295\u5165\u548c\u6269\u5f20\uff0c\u5927\u6253\u4ef7\u683c\u6218\uff0c\u6700\u7ec8\u51fb\u57ae\u4e86\u65e5\u672c\u5382\u5546\uff0c\u5360\u636e\u4e86NAND Flash \u548cDRAM\u5e02\u573a\u3002<\/p>\n
\u773c\u4e0b\u4e2d\u56fd\u5382\u5546\u6b63\u5728\u590d\u5236\u540c\u4e00\u4e2a\u7b56\u7565\uff0c\u5e76\u4e14\u81ea\u8eab\u5e02\u573a\u89c4\u6a21\u66f4\u5927\u3001\u8d44\u91d1\u80cc\u666f\u66f4\u4e3a\u96c4\u539a\u3002<\/p>\n
\u6240\u4ee5\u4e09\u661f\u4e0d\u4ec5\u60f3\u6293\u4f4f\u4e2d\u56fd\u5e02\u573a\u5728\u5927\u6570\u636e\u3001\u4eba\u5de5\u667a\u80fd\u3001\u65b0\u80fd\u6e90\u6c7d\u8f66\u7b49\u884c\u4e1a\u53d1\u5c55\u5e26\u6765\u7684\u82af\u7247\u9700\u6c42\u673a\u4f1a\uff0c\u4e5f\u60f3\u8fbe\u6210\u5728\u66f4\u957f\u8fdc\u672a\u6765\u7684\u5e73\u8861\uff0c\u907f\u514d\u5b83\u7684\u65e5\u672c\u524d\u7ade\u4e89\u5bf9\u624b\u90a3\u6837\u7684\u547d\u8fd0\uff0c\u5373\u4f7f\u8fd9\u79cd\u547d\u8fd0\u53ef\u80fd\u6027\u5728\u773c\u4e0b\u5e76\u6ca1\u6709\u90a3\u4e48\u9ad8\u3002<\/p>\n
\u65e0\u8bba\u4e09\u661f\u8fd8\u662fSK\u6d77\u529b\u58eb\u90fd\u91cd\u89c6\u4e2d\u56fd\u5e02\u573a\uff0c\u9762\u5bf9\u7f8e\u56fd\u7684\u51fa\u53e3\u7ba1\u5236\u65b0\u89c4\uff0c\u5728\u4e09\u661f\u548cSK\u6d77\u529b\u58eb\u5f3a\u70c8\u53cd\u5bf9\u4e0b\uff0c\u7f8e\u56fd\u5bf9\u97e9\u56fd\u4f01\u4e1a\u5b9e\u884c\u4e86\u4e3a\u671f\u4e00\u5e74\u7684\u51fa\u53e3\u7ba1\u5236\u65b9\u9762\u7684\u8c41\u514d\uff0c\u4e00\u76f4\u5230\u4eca\u5e7410\u6708\u3002\u53f0\u79ef\u7535\u4e5f\u88ab\u5217\u5165\u8c41\u514d\u540d\u5355\u3002<\/p>\n
\u6709\u719f\u6089\u97e9\u56fd\u5382\u5546\u7684\u4eba\u58eb\u8ddf\u6211\u4eec\u8bf4\uff0c\u201c\u4e24\u5934\u4e0b\u6ce8\uff0c\u624d\u4e0d\u4f1a\u4e00\u8f93\u5230\u5e95\u3002\u201d<\/p>\n
\u672c\u6587\u4e3a\u4e13\u680f\u4f5c\u8005\u6388\u6743\u5fae\u65b0\u521b\u60f3\u53d1\u8868\uff0c\u7248\u6743\u5f52\u539f\u4f5c\u8005\u6240\u6709\u3002\u6587\u7ae0\u7cfb\u4f5c\u8005\u4e2a\u4eba\u89c2\u70b9\uff0c\u4e0d\u4ee3\u8868\u5fae\u65b0\u521b\u60f3\u7acb\u573a\uff0c\u8f6c\u8f7d\u8bf7\u8054\u7cfb\u539f\u4f5c\u8005\u3002\u5982\u6709\u4efb\u4f55\u7591\u95ee\uff0c\u8bf7\u8054\u7cfbhttp:\/\/www.idea2003.com\/\u3002<\/p>\n
<\/p>\n","protected":false},"excerpt":{"rendered":"
\u9006\u5468\u671f\u662f\u5f3a\u8005\u7684\u673a\u4f1a\u3001\u5f31\u8005\u7684\u5730\u72f1\u3002 \u7f16\u8005\u6309\uff1a\u672c\u6587\u6765\u81ea\u5fae\u4fe1\u516c\u4f17\u53f7 \u6700\u8bdd ...<\/p>\n","protected":false},"author":1,"featured_media":831,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[19],"tags":[],"class_list":["post-2162","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-dongtai"],"_links":{"self":[{"href":"http:\/\/www.idea2003.com\/wp-json\/wp\/v2\/posts\/2162","targetHints":{"allow":["GET"]}}],"collection":[{"href":"http:\/\/www.idea2003.com\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"http:\/\/www.idea2003.com\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"http:\/\/www.idea2003.com\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"http:\/\/www.idea2003.com\/wp-json\/wp\/v2\/comments?post=2162"}],"version-history":[{"count":0,"href":"http:\/\/www.idea2003.com\/wp-json\/wp\/v2\/posts\/2162\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"http:\/\/www.idea2003.com\/wp-json\/wp\/v2\/media\/831"}],"wp:attachment":[{"href":"http:\/\/www.idea2003.com\/wp-json\/wp\/v2\/media?parent=2162"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"http:\/\/www.idea2003.com\/wp-json\/wp\/v2\/categories?post=2162"},{"taxonomy":"post_tag","embeddable":true,"href":"http:\/\/www.idea2003.com\/wp-json\/wp\/v2\/tags?post=2162"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}