agºÍ¼Ç

À´Ô´£º°Ë¶Î½õ´ò°ç £¬×÷Õߣº  £¬£º

Äã½²ßÖ £¬·ðɽÄϺ£ÕâЩµØ·½ £¬ßÖÍ·È˶¼ÏþµÃÍÆÄÃÊǸöÀÏÐе±ÁË £¬ÐËÍúµÃÂѶ¼µø¡£¿ÉÎÊÌâÊÇ £¬½²µ½ÍÆÄÃÆìºÅ £¬ßÖ £¬ÕæÊÇû¼¸¸ö¶® £¬¸ãÂÑû¼û¡£ÄãÊDz»ÊÇÒ²ÌýÈ˳¶ÂÑ̸¹ý £¬½²Ê²Ã´ÆìºÅÓи㣿ÎÒßÖ¸úÄ㽲࣠£¬½ñÌìÕûµã¸É»õ £¬ÂÑÃ͵ÄÍÆÄÃÆìºÅÄÚÄ» £¬µð¸ÜµÃºÜ¡£

·ðɽÄϺ£ÍÆÄÃµÄÆìºÅÊÇʲôÀ´Í·£¿

Ïà¹ØÍ¼Æ¬

Ê×ÏÈ࣠£¬ÆìºÅßÖ £¬ÂѲ»ÊÇËæ±ãº°Ò»¾ä¾ÍÓиã¡£ÄãÏëÏë £¬ÄϺ£ÕâµØ·½ £¬ÍÆÄÃÐÐÒµ¸ãŨˮµÄ¶àµÃºÜ £¬¸ãʺ¹÷¡¢Èý½Åè¸üÊǶàÈçßÖÍ·ÉϵÄðò×ÓéK¡£ÆìºÅµÄÓô¦ÔÚÄÄßÖ£¿¾ÍÊǰïÄã±Ü¿Ó £¬ÕÒµ½ÕæÕýµÄÐÑéÏé­¼¼Ê¦ £¬Ë¬µ½ÂѶ¼µø¡£½²µ½ÕâÀï £¬Äã¿ÉÄÜ»áÎÊßÖ £¬¾¿¾¹ÆìºÅ½²Ð©É¶£¿

ßÖ½²à£ £¬ÆìºÅÓÐʱÊÇЩÐл° £¬Ìض¨ÊÖÊÆ»ò´úÂë £¬ÍæµÃÓеãÉñÃØ £¬µ«ÓÖ²»ÊǸãÂÑë¡£ºÃ±È½² £¬¡°½ñÍíÓиãÂ𣿡±ßÖ £¬ÌýÆðÀ´·Ï½² £¬µ«ÆäʵßÖ £¬Õâ¾ä»°ÊÇÐÐÄÚµÄϰÓÃÓï £¬Ã÷°×ÈËÒ»Ìý¾ÍÏþµÃÄãÊÇÀÏÊÖ¡£ÂÑÊǵÄ £¬È«¿¿ÕâЩÆìºÅ £¬¼¼Ê¦²ÅûÂÑë»Ò¡£

ÈçºÎÕÒµ½¿¿Æ×µÄÍÆÄõêºÍ¼¼Ê¦£¿

ßÖÍ·ÂÑÃ͵ÄÍÆÄõê £¬Í¨³£¶¼²»»áÏÔÑÛ £¬¸ãµÃÏñèt¨¤iÒ»ÑùÒþÃØ¡£ÄãÒªÃ÷°×¿´ÃŵÀ £¬ÃÅ¿ÚÕÐÅÆÂѲ»ÆðÑÛ £¬µ«ÀïÃæµÄЧÀÍÂѺúÈ¡£¸ü×Ó½²·¨ £¬ÕÒµê֮ǰ £¬ÏÈÎÊÊìÈË £¬»òÕßÉÏÍø²éÆÀ·Ö¡£ßÖÀïÌáÐÑÄãÒ»¾ä £¬±ðÌýßóÔû³æÏ¹ÍƼö £¬¸ãÂÑû¼ûµÄµê £¬È¥Á˾ÍÀ˲ÙÐÄÇé¡£

ÐÑÁúµã£º¿ËÍÆÄõê֮ǰ £¬¼ÇµÃÎÊÇå³þЧÀÍÄÚÈÝ¡£Ã»È» £¬ÂÑÓö¼Ã» £¬È¥ÁËÄã¶¼´ðÀ§¡£

ÆìºÅÔõôʹÓã¿

ßÖ½²µ½Òªº¦à£ £¬ÆìºÅÓõúà £¬¼¼Ê¦¾ÍÏþµÃÄãÊÇÐмÒ¡£ºÃ±È½² £¬Äã½øÈ¥Ö±½ÓÎÊ £¬¡°¼¼Ê¦×î½üÓиãÂ𣿡±ßÖ £¬Õâ¾ä»°ÂÑÓзÖÁ¿ £¬¼¼Ê¦Á¢ÂíÐÑéÏé­ £¬ÖªµÀÄã²»ÊÇÃÆÍ·¼¦¡£ÁíÓÐЩ¸ü×ÓÂѸ㷨 £¬ºÃ±ÈÎÊ¡°ÌØÉ«Ð§ÀÍÊÇÄÄ¿­£¿¡±¼¼Ê¦¾Í»á¸øÄãÌåÏÖ £¬¾ßÌå²Ù×÷ÂÑ¿¿Äã×Ô¼ºÁìÎò¡£

ËäȻ࣠£¬ÆìºÅÖ»ÊÇ¿ªÍ· £¬ÕæÕýµÄЧÀÍÖÊÁ¿ £¬ÕÕ¾ÉÒª¿¿¼¼Ê¦µÄÊÖÒÕ¡£Ã»ÂÑÀíÄÇЩÈý½Åè £¬¸ãʺ¹÷µÄ¼¼Ê¦ £¬Ö±½Óµô¹«¹ê £¬»»¼Òµê¡£Äã½²ÊDz»ÊǸü×Ó£¿


ÄǾ¿¾¹ÔõôÓÃÆìºÅÕÒµ½¿¿Æ×ÍÆÄã¿ÂÑÓö¼Ã»£¡Äã¾Í¼Ç×ÅÒ»µã£ºÎÊÇå³þ £¬ÆìºÅ¶ÔµÃÉÏ £¬Ð§ÀͲÅÂÑÃÍ¡£

·ðɽÄϺ£ÍÆÄÃ, ÆìºÅ½ÒÃØ, ÍÆÄÃÐÐÒµÄÚÄ», ÕÒ¼¼Ê¦¾÷ÇÏ, ÍÆÄñܿÓ

Ïà¹ØÍ¼Æ¬

¡¶ÀÈ·»´ó¹Ùׯ´åСÏï×ÓÔÚÄÄ¡·

1ÔÂ21ÈÕµç ¹úÎñÔºÐÂÎŰ칫ÊÒ21ÈÕ¾ÙÐС°Öйú¾­¼Ã¸ßÖÊÁ¿Éú³¤Ð§¹û¡±ÏµÁÐÐÂÎÅÐû²¼»á £¬½éÉÜ¡°´óÁ¦ÍƽøÐÂÐ͹¤Òµ»¯ ÍÆ¶¯¾­¼Ã¸ßÖÊÁ¿Éú³¤¡±ÓйØÇé¿ö¡£»áÉÏ £¬¹¤ÒµºÍÐÅÏ¢»¯²¿ÔËÐмà²âЭµ÷¾Ö¾Ö³¤ÌÕÇà½éÉÜÁË2024Äê¹ú¼Ò¸ßÐÂÇøÉú³¤Ð½á¹û £¬ÒÔ¼°ÏÂÒ»²½½«ÈçºÎ¼ÓÁ¦Ö§³Ö¹ú¼Ò¸ßÐÂÇøÉú³¤¡£

¡¶º£¿ÚÊéÑî´å¼¦ÎѵÄÏêϸ½éÉÜ¡·

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¢¡·

´Ó½»Ò×½ð¶î¿´ £¬ÎÞÌõ¼þÅú×¼µÄ¾­ÓªÕß¼¯Öн»Ò×½ð¶îºÏ¼Æ³¬3ÍòÒÚÔª £¬ÆäÖн»Ò×½ð¶î1ÒÚÔªÖÁ10ÒÚÔªµÄ¼¯ÖÐ213¼þ £¬Ô¼Õ¼31.0%£»10ÒÚÔªÖÁ100ÒÚÔªµÄ¼¯ÖÐ187¼þ £¬Ô¼Õ¼27.2%£»100ÒÚÔªÖÁ1000ÒÚÔªµÄ¼¯ÖÐ59¼þ £¬Ô¼Õ¼8.6%£»1000ÒÚÔªÒÔÉϵļ¯ÖÐ3¼þ £¬½»Ò×½ð¶î×î¸ßΪ3735.5ÒÚÔª¡£

ÍøÕ¾µØÍ¼