{"id":484722,"date":"2024-01-24T23:04:06","date_gmt":"2024-01-25T07:04:06","guid":{"rendered":"https:\/\/nai500.com\/?p=484722"},"modified":"2024-01-24T23:04:06","modified_gmt":"2024-01-25T07:04:06","slug":"%e8%bf%99%e4%b8%a4%e5%8f%aa%e6%9e%81%e5%85%b6%e4%be%bf%e5%ae%9c%e7%9a%84%e4%ba%ba%e5%b7%a5%e6%99%ba%e8%83%bd%e8%82%a1%e7%a5%a8%e6%9c%89%e6%9c%9b%e4%b8%8a%e6%b6%a8-95","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hans\/blog\/2024\/01\/%e8%bf%99%e4%b8%a4%e5%8f%aa%e6%9e%81%e5%85%b6%e4%be%bf%e5%ae%9c%e7%9a%84%e4%ba%ba%e5%b7%a5%e6%99%ba%e8%83%bd%e8%82%a1%e7%a5%a8%e6%9c%89%e6%9c%9b%e4%b8%8a%e6%b6%a8-95\/","title":{"rendered":"\u9519\u8fc7\u4e86\u82f1\u4f1f\u8fbe\uff1f\u8fd9\u4e24\u53ea\u6781\u5176\u4fbf\u5b9c\u7684\u4eba\u5de5\u667a\u80fd\u80a1\u7968\u6709\u671b\u4e0a\u6da895%"},"content":{"rendered":"

\u534e\u5c14\u8857\u9884\u8ba1\uff0c\u8fd9\u4e24\u53ea\u82af\u7247\u80a1\u5c06\u4e0e\u82f1\u4f1f\u8fbe\u4e00\u8d77\u5229\u7528\u4eba\u5de5\u667a\u80fd\u673a\u4f1a\uff0c\u76ee\u524d\u8fd9\u4e24\u53ea\u82af\u7247\u80a1\u7684\u4ea4\u6613\u4ef7\u683c\u9887\u5177\u5438\u5f15\u529b\u3002\u8fc7\u53bb\u4e00\u5e74\uff0c\u4eba\u5de5\u667a\u80fd\u7092\u4f5c\u63a8\u9ad8\u4e86\u82f1\u4f1f\u8fbe\u7684\u80a1\u4ef7\uff1b\u7531\u4e8e\u80fd\u591f\u8bad\u7ec3\u5927\u578b\u4e14\u590d\u6742\u7684\u4eba\u5de5\u667a\u80fd\u6a21\u578b\uff0c\u8be5\u516c\u53f8\u7684\u82af\u7247\u6709\u7740\u5de8\u5927\u9700\u6c42\u3002<\/p>\n

\u82f1\u4f1f\u8fbe\u80a1\u4ef7\u5728\u8fc7\u53bb\u4e00\u5e74\u4e0a\u6da8\u4e86222%\u3002\u597d\u7684\u4e00\u9762\u662f\uff0c\u7531\u4e8e\u670d\u52a1\u5668\u548c\u5176\u4ed6\u5e94\u7528\u7a0b\u5e8f\u4e2d\u90e8\u7f72\u7684\u4eba\u5de5\u667a\u80fd\u82af\u7247\u7684\u9700\u6c42\u4e0d\u65ad\u589e\u957f\uff0c\u82f1\u4f1f\u8fbe\u80a1\u7968\u4f3c\u4e4e\u80fd\u591f\u7ef4\u6301\u4ee4\u4eba\u5370\u8c61\u6df1\u523b\u7684\u6da8\u52bf\u3002<\/p>\n

KeyBanc Capital Markets\u5206\u6790\u5e08John Vinh\u6700\u8fd1\u5c06\u82f1\u4f1f\u8fbe\u76ee\u6807\u80a1\u4ef7\u4ece650\u7f8e\u5143\u4e0a\u8c03\u81f3740\u7f8e\u5143\u3002\u5347\u7ea7\u540e\u7684\u76ee\u6807\u4ef7\u9884\u8ba1\u8f83\u5f53\u524d\u6c34\u5e73\u4e0a\u6da830%\u3002\u7136\u800c\uff0c\u82f1\u4f1f\u8fbe\u5e76\u4e0d\u662f\u552f\u4e00\u4e00\u5bb6\u88abKeyBanc\u4e0a\u8c03\u76ee\u6807\u4ef7\u7684\u82af\u7247\u80a1\u3002\u8be5\u516c\u53f8\u9884\u8ba1\u53e6\u5916\u4e24\u5bb6\u82af\u7247\u5236\u9020\u5546\uff0c\u5373Advanced Micro Devices (AMD)<\/a>\u548cMicron Technology (MU)<\/a>\uff0c\u5c06\u4ece\u4eba\u5de5\u667a\u80fd\u5e94\u7528\u4e2d\u53d7\u76ca\u3002<\/p>\n

\u8ba9\u6211\u4eec\u770b\u770bKeyBanc\u5347\u7ea7\u8fd9\u4e9b\u82af\u7247\u80a1\u7968\u8bc4\u7ea7\u7684\u539f\u56e0\u3002<\/p>\n

Advanced Micro Devices<\/h2>\n

Vinh\u5c06AMD\u7684\u76ee\u6807\u4ef7\u4ece170\u7f8e\u5143\u63d0\u9ad8\u5230195\u7f8e\u5143\uff0c\u8f83\u5f53\u524d\u6c34\u5e73\u4e0a\u6da819%\u3002\u8be5\u5206\u6790\u5e08\u6307\u51fa\uff0c\u6700\u8fd1\u7684\u4f9b\u5e94\u94fe\u68c0\u67e5\u53d1\u73b0\uff0c\u5bf9AMD\u670d\u52a1\u5668\u5904\u7406\u5668\u548c\u65b0\u63a8\u51fa\u7684\u4eba\u5de5\u667a\u80fd\u52a0\u901f\u5668\u7684\u9700\u6c42\u5f3a\u52b2\u3002Vinh\u8868\u793a\uff0cAMD\u7684MI300\u7cfb\u5217\u4eba\u5de5\u667a\u80fd\u52a0\u901f\u5668\u52302024\u5e74\u53ef\u80fd\u4f1a\u4ea7\u751f80\u4ebf\u7f8e\u5143\u7684\u6536\u5165\uff0c\u4ece\u4e4b\u524d\u4f30\u8ba1\u7684\u589e\u957f30\u4ebf\u7f8e\u5143\u8dc3\u5347\u81f3\u589e\u957f40\u4ebf\u7f8e\u5143\u3002<\/p>\n

\u4e0d\u96be\u770b\u51fa\u4e3a\u4ec0\u4e48KeyBanc\u5927\u5e45\u63d0\u9ad8\u4e86\u5bf9AMD\u4eca\u5e74AI\u82af\u7247\u9500\u91cf\u7684\u9884\u671f\u3002AMD\u4e00\u76f4\u5728\u79ef\u6781\u5bfb\u6c42\u52a0\u5f3a\u4f9b\u5e94\u94fe\uff0c\u4ee5\u4fbf\u5728\u4eba\u5de5\u667a\u80fd\u82af\u7247\u5e02\u573a\u4e0a\u5360\u636e\u4e00\u5e2d\u4e4b\u5730\u3002AMD\u7684\u4ee3\u5de5\u5408\u4f5c\u4f19\u4f34\u53f0\u79ef\u7535\u9884\u8ba1\uff0c\u52302024\u5e74\u5c06\u5148\u8fdb\u82af\u7247\u7684\u5c01\u88c5\u4ea7\u80fd\u63d0\u9ad820%\uff0c\u8fbe\u5230\u6bcf\u670835,000\u7247\u3002\u8fd9\u6700\u7ec8\u53ef\u80fd\u4f7fAMD\u76842024\u5e74\u6536\u5165\u589e\u957f\u597d\u4e8e\u9884\u671f\u3002\u5206\u6790\u5e08\u76ee\u524d\u9884\u8ba1AMD\u4eca\u5e74\u7684\u6536\u5165\u5c06\u589e\u957f\u8fd118%\u81f3267\u4ebf\u7f8e\u5143\uff0c\u57282025\u5e74\u5c06\u589e\u957f16%\u3002<\/p>\n

\u7f8e\u5149<\/h2>\n

KeyBanc\u5c06\u7f8e\u5149\u80a1\u7968\u7684\u76ee\u6807\u4ef7\u4ece100\u7f8e\u5143\u4e0a\u8c03\u81f3115\u7f8e\u5143\uff0c\u8f83\u5f53\u524d\u4ef7\u683c\u4e0a\u6da835%\u3002\u6b64\u6b21\u4ef7\u683c\u76ee\u6807\u5347\u7ea7\u80cc\u540e\u7684\u539f\u56e0\u662f\u7f8e\u5149\u5728\u9ad8\u5e26\u5bbd\u5185\u5b58\uff08HBM\uff09\u82af\u7247\u5e02\u573a\u7684\u5229\u6da6\u4e30\u539a\u7684\u673a\u4f1a\u3002<\/p>\n

\u968f\u7740HBM\u90e8\u7f72\u5728AI\u670d\u52a1\u5668\u4e2d\uff0c\u5bf9HBM\u7684\u9700\u6c42\u6b63\u5728\u8fc5\u901f\u589e\u52a0\u3002\u636e\u5bcc\u58eb\u5eb7\u79f0\uff0c\u52302027\u5e74\uff0c\u4eba\u5de5\u667a\u80fd\u670d\u52a1\u5668\u5e02\u573a\u53ef\u80fd\u4f1a\u589e\u957f\u4e94\u500d\uff0c\u8fd9\u4e5f\u5c06\u5bf9HBM\u9700\u6c42\u4ea7\u751f\u79ef\u6781\u5f71\u54cd\u3002\u5e02\u573a\u7814\u7a76\u516c\u53f8Gartner\u9884\u6d4b\uff0cHBM\u9700\u6c42\u5728\u672a\u6765\u56db\u5e74\u5185\u53ef\u80fd\u4f1a\u589e\u957f\u516b\u500d\u3002<\/p>\n

KeyBanc\u7684\u4f9b\u5e94\u94fe\u8c03\u67e5\u663e\u793a\uff0c\u5728\u82f1\u4f1f\u8fbe\u7684\u5e2e\u52a9\u4e0b\uff0c\u7f8e\u5149\u5df2\u505a\u597d\u51c6\u5907\u8fce\u63a5HBM\u6d6a\u6f6e\u3002\u7f8e\u5149\u9884\u8ba1\u5c06\u5728\u82f1\u4f1f\u8fbe\u5373\u5c06\u63a8\u51fa\u7684B100\u6570\u636e\u4e2d\u5fc3\u56fe\u5f62\u5904\u7406\u5355\u5143(GPU)\u4e2d\u5360\u636e70%\u7684HBM\u4efd\u989d\u3002<\/p>\n

\u6b64\u5916\uff0c\u7f8e\u5149\u572812\u6708\u7684\u8d22\u62a5\u7535\u8bdd\u4f1a\u8bae\u4e0a\u786e\u8ba4\uff0cHBM\u6b63\u5904\u4e8e\u591a\u4e2a\u82f1\u4f1f\u8fbeAI\u82af\u7247\u8d44\u683c\u8ba4\u8bc1\u7684\u6700\u540e\u9636\u6bb5\u3002<\/p>\n

\u7531\u4e8e\u7f8e\u5149\u80a1\u7968\u76ee\u524d\u5e02\u9500\u7387\u4e3a5.7\u500d\uff0c\u4e0e\u4e94\u5e74\u5e73\u5747\u503c\u4e00\u81f4\uff0c\u8003\u8651\u5230\u8be5\u516c\u53f8\u7684\u589e\u957f\u6f5c\u529b\uff0c\u6295\u8d44\u8005\u6295\u8d44\u8be5\u80a1\u975e\u5e38\u5212\u7b97\u3002\u5047\u8bbe\u4e24\u5e74\u540e\u5e02\u9500\u7387\u7c7b\u4f3c\uff0c\u7f8e\u5149\u6536\u5165\u8fbe\u5230320\u4ebf\u7f8e\u5143\uff0c\u90a3\u4e48\u7f8e\u5149\u7684\u5e02\u503c\u53ef\u80fd\u4f1a\u8fbe\u52301820\u4ebf\u7f8e\u5143\u3002\u8fd9\u5c06\u6bd4\u76ee\u524d\u7684\u5e02\u503c\u9ad8\u51fa95%\u3002\u56e0\u6b64\uff0c\u6295\u8d44\u8005\u4e0d\u5e94\u9519\u8fc7\u8d2d\u4e70\u7f8e\u5149\u80a1\u7968\u7684\u673a\u4f1a\u3002<\/p>\n

 <\/p>\n","protected":false},"excerpt":{"rendered":"

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