agºÍ¼Ç

À´Ô´£ºÒ©Æ·½²½â  £¬×÷Õߣº  £¬£º

°¥  £¬½²µ½¿ª·âËÄÖÜ  £¬ÄãÏþµÃ²»à£  £¬ÄÇÀïÆäʵÓÐÂù¶àÆæÆæ¹Ö¹ÖµÄÊÂÇé¡£ÏñÊdzԵġ¢ÍæµÄ  £¬ÉõÖÁһЩ¸ü¡°Ìر𡱵ÄЧÀÍ  £¬¶¼ÓеãÉñÃØÙâÙâ¡£ÄãßÖ  £¬ÓÐûÓÐºÃÆæ¹ýÕâЩËùνµÄ¡°ËÄÖÜÐÔЧÀÍ¡±¾¿¾¹¸ü×Ó»ØÊ£¿½ñÌì¾ÍÀ´ÁÄÁÄÕâ¸ö  £¬¸øÄã¼ñµã¸É»õ¡£

ÕâЩ¡°ÐÔЧÀÍ¡±  £¬¾¿¾¹ÊÇʲô¹í£¿

ุúÄ㽲࣠ £¬¿ª·âËÄÖÜÐÔЧÀÍÕâ¸ö´Ê  £¬ÌýÆðÀ´ËƺõºÜרҵ°¡  £¬Æäʵ¿ÉÄܾ͸ü×ÓÊÇЩ²Á±ßÇòµÄ¹¤¾ß¡£ºÃ±ÈÓÐÐ©ÍÆÄõê  £¬°¥Ó´  £¬½øÈ¥Ö®ºó¿ÉÄܸúÄã½²ÊÇÒ»Ìס°ÑøÉúÌײ͡±  £¬µ«¸ãÂÑû¼û  £¬ÍÆÄÃʦ̬¶ÈºÃµÃÂÑ»ðÌÌ  £¬¿ÉÄÜ»¹»áÎÊÄãÒª²»Òª¼ÓµãÌØ±ðЧÀÍ¡£ÄãÏþµÃû  £¬ÕâÖֵط½  £¬ÂÑÊǵľÍÊǹÒÑòÍ·Âô¹·Èâ  £¬ÍâòÉÏÕý¾­µÃÂÑë»Ò  £¬Êµ¼Ê¾Í¸ãŨˮ¡£

ÔõôÅжÏÊDz»ÊÇÕý¹æ³¡ºÏ£¿

ภ £¬¶ªÄÇÐÇ  £¬½²µ½ÕâÀï  £¬¿ÉÄÜÓÐЩÈËÒªÎÊÁË  £¬¿ª·âËÄÖܵÄÐÔЧÀ;¿¾¹¸ü×Ó²ÅËã¿¿Æ×£¿ÎÒ¸æËßÄãßÖ  £¬µÚÒ»  £¬¿´ÃÅÃæ  £¬ÃÅÍ·½à¾»ÕûÆëµÄ  £¬Ò»°ãû¸ãʺ¹÷¡£µÚ¶þ  £¬ÎÊÎÊÍâµØµÄÈË  £¬ÄãÏþµÃ  £¬½ÖÍ·ÄÇЩßóÔû³æ×î»á´µË®  £¬µ«ÓÐʱºòËûÃǽ²µÄÕվɿ¿Æ×µÄ¡£µÚÈý  £¬¼Û¸ñÌ«µÍµÄÄã¾ÍÂѱðÐÅ  £¬×ÔÖÆÃ»ºÃ»õ  £¬Õâ¾ä»°·ÅÄͼ¶Ô¡£

ÐÑÁúµã£º¿Ë֮ǰ×îºÃÏÈÍøÉϲéÏÂÆÀ·Ö  £¬Ã»È»½øÁ˲»¿¿Æ×µÄµê  £¬ÂÑÓö¼Ã»  £¬À˲ÙÐÄÇ飡

ÓÐЩÄÚÄ»  £¬ÌýÁ˾ÍÏþµÃÔõô±Ü¿Ó

Ïà¹ØÍ¼Æ¬

ÎÒ¹À¶Ñ  £¬Ðí¶àÈË¿ÉÄܾõµÃÕâÖÖЧÀÍͦÉñÃØ  £¬ÆäʵÄÚĻҲ¾ÍÄǼ¸Ñù¡£ÄÇЩ²»Õý¹æµÄСµê  £¬Í¨³£ÓªÒµÊ±¼äºÜÆæ¹Ö  £¬¶ªÍíÉϲſªÃÅ  £¬¹í´òÄã¡£ÁíÓÐЩµØ·½¸ü»á¸ãàåÍ·  £¬±ê°ñʲô¡°¼¼Ê¦È«ÊÇרҵÅàѵ¡±  £¬½á¹ûÄãÒ»¿´  £¬¼¼Ê¦µÄÊÖ·¨¾ÍÏñÈý½Åè  £¬¸ãµÃÄã¶¼ÏëµôÄ㹫¹ê¡£¼Ç×ÅßÖ  £¬Õý¹æ³¡ºÏÒ»¶¨»áÓÐÓªÒµÖ´ÕÕ¹Ò×Å  £¬Ã»Õâ¸öÄã¿Ë¶¼ÂÑûÓá£


Ïà¹ØÍ¼Æ¬

ÄǾ¿¾¹Òª¸ü×ÓÑ¡²Åû²È¿Ó£¿ÂÑÓö¼Ã»£¡Äã¾Í¼Ç×ÅÒ»µã£ºÕý¹æÃÅÍ·¡¢Çå³þ¼Û¸ñ¡¢¼¼Ê¦¿¿Æ×  £¬ÕâÈýÑùÂÑÊǵľ͹»ÁË¡£

¿ª·âÐÔЧÀÍ, ËÄÖÜЧÀÍ, ÍÆÄÃÌåÑé, ЧÀÍÄÚÄ», ±Ü¿ÓÖ¸ÄÏ

¡¶³üÖÝ×ãÔ¡Ò»Ìõ½ÖÔÚÄÄÀï¡·

ͨ³£Çé¿öÏ  £¬Ò»¼ÒÊ×´´¹«Ë¾Ô¼ 5% µÄÔ±¹¤ÀëÖ° ¡ª¡ª ±¾´ÎÈËÔ±Á÷ʧǰ  £¬Thinking Machines µÄÔ±¹¤¹æÄ£Ô¼Îª 100 ÈË ¡ª¡ª ²¢·×Æç¶¨»áÒý·¢ÑÏÖØµ£ÐÄ¡£µ«´Ë´ÎÀëÖ°ÈËÔ±ÖÐ  £¬°üÀ¨Á˹«Ë¾ÁùλÁªºÏÊ×´´ÈËÖеÄÁ½Î»  £¬ÇÒ´ËǰÔÚÈ¥ÄêÇï¼¾  £¬µÚÈýλÁªºÏÊ×´´ÈË Andrew Tulloch ¾ÍÒÑÌø²ÛÖÁ Meta Platforms¡£

¡¶Á¬ÔƸۻð³Ã÷ÈÕ¾ËÄÖÜÓÐʲôºÃÍæµÄµØ·½¡·

Ϊ½â¾öÕâһƿ¾±  £¬ÃÀ¹âÕýÔÚ¶Ô²úÄܽṹ½øÐÐϵͳÐÔµ÷½â¡£Ò»·½Ãæ  £¬¹«Ë¾¼ÓËÙÔÚÈÕ±¾¹ãµÄþ¾²øÐÂÒ»´ú HBM ¾§Ô²³§½¨Éè  £¬¼Æ»®ÔÚ 2026 ÄêǰºóÐγÉÐÂÔö²úÄÜ£»ÁíÒ»·½Ãæ  £¬ÏÖÓÐ DRAM ²úÏßÕýÖð²½Ïò HBM ºÍÊý¾ÝÖÐÐÄÓà DRAM Çãб¡£Æ¾¾Ý¼Æ»®  £¬µ½ 2026 Äêµ×  £¬ÃÀ¹â HBM Ïà¹Ø²úÄÜÓÐÍûÌáÉýÖÁÔ¼ 10 ÍòƬ/Ô  £¬ÐÂÔö²úÄÜÔö·ù¸ßÓÚͬÆÚ DRAM ×ÜÌå²úÄܵÄÔö³¤·ù¶È  £¬ÏÔʾ³ö¹«Ë¾ÔÚ×ÊÔ´ÅäÖÃÉϵÄÃ÷È·È¡Ïò¡£

¡¶ºþÖÝÃÎÏí³ÇÃÃÃÃ×îÐÂÏûÏ¢¡·

ͬ±Ú²Æ¾­Ñ¶  £¬Æó²é²éÊý¾ÝÏÔʾ  £¬Æ¾¾Ý¡¶¾©ÄÜÕвÉÖÐÐÄÎï×ʼ¯²É2025ÄêµÚ66±ê¶Î£¨¾©ÄÜÊ®ÑßÈȵçÓÐÏÞ¹«Ë¾·äÎÑʽÍÑÏõ´ß»¯¼ÁÕбê²É¹ºÏîÄ¿£©Öбê½á¹û¹«Ê¾¡·  £¬°²»ÕԪ衻·±£¿Æ¼¼¹É·ÝÓÐÏÞ¹«Ë¾ÓÚ2026Äê1ÔÂ27ÈÕͨ¸æÖб걱¾©¾©ÄÜÕб꼯²ÉÖÐÐÄÓÐÏÞÔðÈι«Ë¾²É¹ºÏîÄ¿  £¬Öбê½ð¶îΪ246.74ÍòÔª¡£

ÍøÕ¾µØÍ¼