{"id":3429,"date":"2023-09-05T08:22:39","date_gmt":"2023-09-05T00:22:39","guid":{"rendered":""},"modified":"2023-09-05T08:22:39","modified_gmt":"2023-09-05T00:22:39","slug":"","status":"publish","type":"post","link":"http:\/\/www.idea2003.com\/dongtai\/3429.html","title":{"rendered":"SK \u6d77\u529b\u58eb\u548c\u4e09\u661f\u5bf9 HBM \u9886\u5148\u5730\u4f4d\u7684\u7ade\u4e89\u968f\u7740\u4eba\u5de5\u667a\u80fd\u7684\u84ec\u52c3\u53d1\u5c55\u800c\u5347\u7ea7"},"content":{"rendered":"<p><span style=\"text-indent: 2em;\"><strong>\u5fae\u65b0\u521b\u60f3(idea2003.com) 9\u67084\u65e5\u6d88\u606f:<\/strong>\u5728\u7b2c\u4e8c\u5b63\u5ea6\uff0c\u957f\u671f\u5904\u4e8e\u843d\u540e\u5730\u4f4d\u7684 SK \u6d77\u529b\u58eb (DRAM \u5382\u5546) \u51ed\u501f\u9ad8\u4ef7\u503c\u548c\u9ad8\u6027\u80fd\u7684\u5185\u5b58 HBM \u4ea7\u54c1 (\u7531\u6301\u7eed\u70ed\u95e8\u7684\u751f\u6210\u578b AI \u5e26\u52a8) \u9500\u552e\u706b\u7206\uff0c<a href=\"http:\/\/www.idea2003.com\" target=\"_blank\" target=\"_blank\"><strong>\u4f7f\u5176\u4e0e\u5168\u7403\u5185\u5b58<span class=\"spamTxt\">\u9886\u5bfc\u8005<\/span>\u4e09\u661f\u7535\u5b50\u7684\u5e02\u573a\u4efd\u989d\u5dee\u8ddd\u7f29\u5c0f\u81f3 6.3 \u4e2a\u767e\u5206\u70b9<\/strong><\/a>\uff0c\u81ea 2009 \u5e74\u4ee5\u6765\u6700\u5c0f\u7684\u5dee\u8ddd\u3002<\/span><\/p>\n<p style=\"text-align: center\">\n<p>\u6839\u636e\u5168\u7403\u79d1\u6280\u4ea7\u4e1a\u8ddf\u8e2a\u673a\u6784 Omdia \u5468\u65e5\u516c\u5e03\u7684\u6570\u636e\uff0cSK \u6d77\u529b\u58eb\u5728 4 \u6708\u81f3 6 \u6708\u671f\u95f4 DRAM \u9500\u552e\u989d\u8fbe 34 \u4ebf\u7f8e\u5143\uff0c\u6bd4\u4e0a\u5b63\u5ea6\u98d9\u5347 49%\u3002\u5c3d\u7ba1\u5168\u7403 DRAM \u9500\u552e\u989d\u5728\u8be5\u5b63\u5ea6\u5185\u8fbe\u5230 107 \u4ebf\u7f8e\u5143\uff0c\u73af\u6bd4\u589e\u957f 15%\uff0c\u4f46\u540c\u6bd4\u4e0b\u964d\u4e86 57%\u3002<\/p>\n<p>\u5728\u5f3a\u52b2\u7684\u9500\u552e\u63a8\u52a8\u4e0b\uff0c\u8fd9\u5bb6\u97e9\u56fd DRAM \u5de8\u5934\u4ee5 31.9% \u7684\u5e02\u573a\u4efd\u989d\u593a\u56de\u4e86 DRAM \u5e02\u573a\u7684\u7b2c\u4e8c\u540d\uff0c\u6bd4<span class=\"spamTxt\">\u7b2c\u4e00<\/span>\u5b63\u5ea6\u9ad8\u51fa 7.2 \u4e2a\u767e\u5206\u70b9\uff0c\u7529\u5f00\u4e86\u7f8e\u56fd\u7ade\u4e89\u5bf9\u624b\u7f8e\u5149\u79d1\u6280\u516c\u53f8\u3002\u636e Omdia \u62a5\u9053\uff0c\u8fd9\u4e5f\u5c06 SK \u6d77\u529b\u58eb\u7684\u5e02\u573a\u4efd\u989d\u5dee\u8ddd\u4e0e\u5e02\u573a<span class=\"spamTxt\">\u9886\u5bfc\u8005<\/span><a href=\"http:\/\/www.idea2003.com\" target=\"_blank\" target=\"_blank\"><span>\u4e09\u661f<\/span><\/a>\u7535\u5b50\u7f29\u5c0f\u81f3 6.3 \u4e2a\u767e\u5206\u70b9\uff0c\u800c<span class=\"spamTxt\">\u7b2c\u4e00<\/span>\u5b63\u5ea6\u7684\u5dee\u8ddd\u4e3a 18.1 \u4e2a\u767e\u5206\u70b9\u3002<\/p>\n<p><a href=\"http:\/\/www.idea2003.com\" target=\"_blank\" target=\"_blank\"><strong>\u867d\u7136\u4e09\u661f\u7535\u5b50\u5728\u7b2c\u4e8c\u5b63\u5ea6 DRAM \u9500\u552e\u989d\u8fbe\u5230\u4e86 41 \u4ebf\u7f8e\u5143\uff0c\u7ee7\u7eed\u4fdd\u6301\u7740\u9996\u4f4d\u5730\u4f4d<\/strong><\/a>\uff0c\u4f46\u73af\u6bd4\u4ec5\u589e\u957f\u4e86 3%\uff0c\u5e02\u573a\u4efd\u989d\u4e5f\u4ece 42.8% \u4e0b\u964d\u81f3 38.2%\u3002\u8fd9\u662f\u81ea 2013 \u5e74\u4ee5\u6765\u4e09\u661f\u7535\u5b50 DRAM \u5e02\u573a\u4efd\u989d<span class=\"spamTxt\">\u9996\u6b21<\/span>\u8dcc\u7834 40%\uff0c\u5f53\u65f6\u4e3a 36.2%\uff0c\u800c SK \u6d77\u529b\u58eb\u7684\u4efd\u989d\u5728\u8fc7\u53bb\u5341\u5e74\u4e2d\u59cb\u7ec8\u4f4e\u4e8e 30%\u3002<\/p>\n<p><span style=\"text-indent: 2em;\">SK \u6d77\u529b\u58eb\u91cd\u593a\u7b2c\u4e8c\u540d\u7684\u6210\u529f\u59cb\u4e8e\u73b0\u4eca\u6301\u7eed\u7684\u751f\u6210\u578b AI \u70ed\u6f6e\u3002\u4e3a\u4e86\u4fdd\u8bc1\u751f\u6210\u578b AI \u7684\u6d41\u7545\u8fd0\u884c\uff0c\u9700\u8981\u5927\u91cf\u7684\u663e\u5361\u6765\u8fd0\u884c\u6d77\u91cf\u7684\u6570\u636e\u3002\u4e3a\u4e86\u4fdd\u8bc1 GPU 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href=\"http:\/\/www.idea2003.com\" target=\"_blank\" target=\"_blank\"><strong>HBM3E \u6837\u54c1\uff08\u5373\u7b2c\u4e94\u4ee3 HBM\uff0c\u88ab\u8ba4\u4e3a\u662f\u4e1a\u754c\u6027\u80fd<span class=\"spamTxt\">\u6700\u4f73<\/span>\u7684 AI \u5e94\u7528 DRAM \u82af\u7247\uff09<\/strong><\/a>\u8fdb\u884c\u6027\u80fd\u8bc4\u4f30\uff0c\u5176\u5728 HBM \u5e02\u573a\u7684\u9886\u5148\u5730\u4f4d\u6709\u671b\u6301\u7eed\u4e00\u6bb5\u65f6\u95f4\u3002<\/p>\n<p>\u5c24\u5176\u662f\u6301\u7eed\u5f3a\u52b2\u7684 AI \u52bf\u5934\u9884\u8ba1\u5c06\u4e3a DRAM \u5e02\u573a\u5e26\u6765\u4e00\u4e9b\u53d8\u5316\uff0cSK \u6d77\u529b\u58eb\u7684\u524d\u666f\u4e5f\u5f88\u597d\u3002Omdia \u6307\u51fa\uff0cAI \u70ed\u6f6e\u5bfc\u81f4 HBM \u4ea7\u54c1\u53ca\u5176\u4ed6\u9ad8\u6027\u80fd DRAM \u82af\u7247\u7684\u9500\u552e\u589e\u52a0\uff0c\u5176\u4e2d\u5305\u62ec 128 GB \u53ca\u4ee5\u4e0a\u7684\u5185\u5b58\u82af\u7247\uff0c\u8fd9\u51cf\u7f13\u4e86 DRAM \u6574\u4f53\u4ef7\u683c\u7684\u4e0b\u8dcc\u3002<\/p>\n<p>\u6839\u636e Omdia \u7684\u9884\u6d4b\uff0cHBM \u7684\u9700\u6c42\u4eca\u5e74\u548c\u660e\u5e74\u5c06\u589e\u957f 100%\uff0c\u5176\u65e9\u524d\u7684\u9884\u6d4b\u4e3a 50% \u7684\u589e\u957f\uff0c\u8fd9\u6ce2\u52a8\u529b\u6e90\u4e8e AI \u70ed\u6f6e\u3002\u5728\u6574\u4f53 DRAM \u4ef7\u683c\u4e0b\u8dcc\u7684\u60c5\u51b5\u4e0b\uff0c\u5176\u9ad8\u6027\u80fd\u7684 DRAM \u82af\u7247\u9500\u552e\u589e\u957f\uff0c\u4f7f\u5176\u66f4\u6709\u673a\u4f1a\u4e0e\u5f3a\u52bf\u7684\u4e09\u661f\u7535\u5b50\u5339\u654c\u3002<\/p>\n<p>\u867d\u7136\u5168\u7403 DRAM <span class=\"spamTxt\">\u9886\u5bfc\u8005<\/span>\u4e09\u661f\u7535\u5b50\u5728 HBM \u7684\u5f00\u53d1\u4e0a\u7a0d\u665a\u4e8e SK \u6d77\u529b\u58eb\uff0c\u4f46\u662f\u5b83\u4e5f\u6b63\u5728\u5927\u529b\u6295\u5165\u5f00\u53d1\u9ad8\u4ef7\u503c AI \u82af\u7247\uff0c\u4ee5\u62b5\u5fa1 SK \u6d77\u529b\u58eb\u5728\u5e7f\u6cdb DRAM \u5e02\u573a\u7684\u5d1b\u8d77\u3002<\/p>\n<p>\u636e\u534a\u5bfc\u4f53\u884c\u4e1a\u7684\u6d88\u606f\u4eba\u58eb\u5468\u4e94\u900f\u9732\uff0c\u5168\u7403<span class=\"spamTxt\">\u6700\u5927<\/span>\u7684 DRAM \u751f\u4ea7\u5546\u9884\u8ba1\u5c06\u5f88\u5feb\u5411\u7f8e\u56fd\u56fe\u5f62\u82af\u7247<span class=\"spamTxt\">\u9886\u5bfc\u8005<\/span>\u82f1\u4f1f\u8fbe\u4f9b\u5e94\u5176\u81ea\u5df1\u7684 HBM3 \u82af\u7247\uff0c\u6b64\u524d\u5df2\u4e8e\u4e0a\u6708\u5411\u82f1\u4f1f\u8fbe\u63d0\u4f9b\u4e86\u6027\u80fd\u8bc4\u4f30\u6837\u54c1\u3002\u82e5\u4e09\u661f\u7535\u5b50\u7684 HBM3 \u82af\u7247\u88ab\u7528\u4e8e\u82f1\u4f1f\u8fbe\u7684 A100 \u548c H100 Tensor Core GPU \u4e2d\uff0c\u8fd9\u53ef\u80fd\u524a\u5f31 SK \u6d77\u529b\u58eb\u5728 HBM \u5e02\u573a\u7684\u4e3b\u5bfc\u5730\u4f4d\u3002<\/p>\n<p>\u636e\u6d88\u606f\u4eba\u58eb\u79f0\uff0c\u4e09\u661f\u7535\u5b50\u5df2\u77e5\u5411\u53e6\u4e00\u5bb6\u7f8e\u56fd\u65e0\u5382\u534a\u5bfc\u4f53\u82af\u7247\u5236\u9020\u5546 AMD 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