{"id":596332,"date":"2025-10-02T12:24:32","date_gmt":"2025-10-02T19:24:32","guid":{"rendered":"https:\/\/nai500.com\/?p=596332"},"modified":"2025-10-02T12:24:32","modified_gmt":"2025-10-02T19:24:32","slug":"openai-stargate","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hans\/blog\/2025\/10\/openai-stargate\/","title":{"rendered":"OpenAI \u7684 Stargate \u63d0\u632f\u97e9\u56fd\u82af\u7247\uff0c\u89e6\u53d1\u80fd\u6e90\u63a8\u52a8"},"content":{"rendered":"

OpenAI \u5728\u97e9\u56fd\u7684\u65b0\u5408\u4f5c\u6700\u5148\u51fa\u73b0\u5728\u97e9\u65e5\u5a92\u4f53\uff0c\u57fa\u8c03\u76f4\u767d\uff1a\u5185\u5b58\u662f\u74f6\u9888\uff0c\u97e9\u56fd\u662f\u89e3\u51b3\u65b9\u6848\u3002\u4e2d\u592e\u65e5\u62a5\u5c06 SK Group \u7684\u6307\u5f15\u63cf\u8ff0\u4e3a\u9700\u6c42\u51b2\u51fb\uff0c\u5f15\u7528\u5185\u90e8\u9884\u6d4b\u79f0\u201c\uc624\ud508AI\uc758 DRAM \uc6e8\uc774\ud37c \uc218\uc694\ub294 \uc6d4 90\ub9cc\uc7a5\u201d\uff08OpenAI \u7684 DRAM \u5149\u7247\u9700\u6c42\u4e3a\u6bcf\u6708 90 \u4e07\u7247\uff09\uff0c\u5e76\u8865\u5145\u8bf4\u8fd9\u201c\ud604 HBM \uc0dd\uc0b0\ub2a5\ub825\uc758 \ub450 \ubc30 \uc774\uc0c1\u201d\uff08\u8d85\u8fc7\u5f53\u524d HBM \u4ea7\u80fd\u7684\u4e24\u500d\uff09\u3002\u671d\u65e5\u65b0\u95fb\u6307\u51fa Samsung \u548c SK Hynix \u201c\u899a\u66f8\u306b\u7f72\u540d\u3057\u305f\u201d\uff08\u7b7e\u7f72\u4e86\u8c05\u89e3\u5907\u5fd8\u5f55\uff09\uff0c\u63d0\u9192\u8bfb\u8005\u8fd9\u4e9b\u662f\u975e\u7ea6\u675f\u6027\u7684\uff0c\u4f46\u8868\u73b0\u51fa\u610f\u5411\u5e76\u63d0\u4f9b\u653f\u6cbb\u63a9\u62a4\u3002\u97e9\u56fd\u79d1\u5b66\u53ca\u4fe1\u606f\u901a\u4fe1\u90e8\u5728\u5730\u57df\u9009\u62e9\u4e0a\u8868\u8ff0\u660e\u786e\uff1a\u201c\uc218\ub3c4\uad8c \uc678 \ub300\uaddc\ubaa8 AI \ub370\uc774\ud130\uc13c\ud130 \uc785\uc9c0 \uac80\ud1a0\u201d\uff08\u6b63\u5728\u8bc4\u4f30\u9996\u5c14\u5708\u5916\u7684\u5927\u578b AI \u6570\u636e\u4e2d\u5fc3\u9009\u5740\uff09\u3002\u672c\u5730\u5a92\u4f53\u628a\u8fd9\u770b\u4f5c\u5de5\u4e1a\u653f\u7b56\u65f6\u523b\uff0c\u800c\u4e0d\u4ec5\u4ec5\u662f\u6280\u672f\u4ea4\u6613\u3002<\/p>\n

\u4e9a\u6d32\u5e02\u573a\u53cd\u5e94<\/h3>\n

\u9996\u5c14\u7528\u80a1\u4ef7\u8bf4\u660e\u4e86\u8fd9\u4e00\u70b9\u3002SK Hynix \u80a1\u4ef7\u72c2\u6da8\u8fd1 10%\uff0c\u521b\u6536\u76d8\u7eaa\u5f55\u65b0\u9ad8\uff0cSamsung Electronics \u4e0a\u6da8\u7ea6 3.5%\uff0c\u8fbe\u56db\u5e74\u9ad8\u70b9\u3002\u5728 KOSPI \u4e0a\uff0c\u534a\u5bfc\u4f53\u548c\u8bbe\u5907\u677f\u5757\u9886\u6da8\uff1b\u4e0e\u6570\u636e\u4e2d\u5fc3\u5efa\u8bbe\u548c\u7535\u529b\u57fa\u7840\u8bbe\u65bd\u76f8\u5173\u7684\u80a1\u7968\u53d7\u5230\u8ffd\u6367\uff0c\u5305\u62ec Samsung C&T \u548c\u6709\u5173\u6f02\u6d6e\u6570\u636e\u4e2d\u5fc3\u8ba8\u8bba\u4e0b\u7684\u9020\u8239\u5382\u3002\u7535\u4fe1\u80a1\u56e0\u9884\u671f AI \u4f01\u4e1a\u52a0\u552e\u800c\u8dd1\u8d62\u5927\u76d8\u3002\u968f\u7740\u5916\u8d44\u8ffd\u9010\u5927\u578b\u79d1\u6280\u80a1\u7684\u6d41\u52a8\u6027\uff0c\u97e9\u5143\u5c0f\u5e45\u8d70\u5f3a\u3002\u6ce2\u53ca\u6548\u5e94\u662f\u533a\u57df\u6027\u7684\uff1a\u4e1c\u4eac\u7684\u82af\u7247\u8bbe\u5907\u677f\u5757\u56e0 HBM \u8d44\u672c\u652f\u51fa\u4f20\u5bfc\u800c\u4e0a\u6da8\uff1b\u5728\u53f0\u6e7e\uff0cAI \u670d\u52a1\u5668\u548c\u5c01\u88c5\u4ee3\u7406\u56e0\u6301\u7eed\u7684 CoWoS \u548c HBM \u4e92\u8fde\u57fa\u677f\u9700\u6c42\u9884\u671f\u800c\u4e0a\u6da8\u3002\u9999\u6e2f\u5219\u5728\u7535\u529b\u548c\u6570\u636e\u4e2d\u5fc3\u623f\u4e1c\u677f\u5757\u51fa\u73b0\u9009\u62e9\u6027\u52a8\u5411\u3002\u5e02\u573a\u60c5\u7eea\u4ece AI \u8f6f\u4ef6\u8f6c\u5411 AI \u57fa\u7840\u8bbe\u65bd\uff0c\u4ee5\u97e9\u56fd\u4e3a\u4e2d\u5fc3\u3002<\/p>\n

\u4e3a\u4f55\u97e9\u56fd\u7b26\u5408 OpenAI \u8ba1\u5212<\/h3>\n

\u97e9\u56fd\u672c\u5730\u7684\u7406\u7531\u5f88\u76f4\u63a5\u3002\u4eba\u624d\u5bc6\u96c6\u3001\u4ee5\u51fa\u53e3\u4e3a\u5bfc\u5411\u7684\u82af\u7247\u751f\u6001\u548c\u5782\u76f4\u6574\u5408\u7684\u5927\u578b\u4f01\u4e1a\u96c6\u56e2\u53ef\u4ee5\u538b\u7f29\u5efa\u8bbe\u5468\u671f\u3002Samsung \u4e0e SK Group \u80fd\u5c06\u5185\u5b58\u4f9b\u5e94\u3001EPC\u3001\u7269\u6d41\u548c\u6d77\u6d0b\u5de5\u7a0b\u6574\u5408\u5728\u4e00\u5f20\u7968\u4e0b\u3002\u5982\u679c OpenAI \u7684 Stargate \u8981\u4ece\u4eca\u65e5\u7684\u96f6\u788e\u5e03\u5c40\u8fc5\u901f\u6269\u5c55\u4e3a\u6807\u51c6\u5316\u7684\u5927\u578b\u6570\u636e\u4e2d\u5fc3\u7248\u56fe\uff0c\u8fd9\u6b63\u662f\u6240\u9700\u80fd\u529b\u3002\u6b63\u5982\u4e00\u5219\u97e9\u56fd\u5a92\u4f53\u6807\u9898\u6240\u5199\uff1a\u201c\ud55c\uad6d\uc740 AI \ud5c8\ube0c\uac00 \ub420 \uc870\uac74\uc744 \uac16\ucdc4\ub2e4\u201d\uff08\u97e9\u56fd\u5177\u5907\u6210\u4e3a AI \u4e2d\u5fc3\u7684\u6761\u4ef6\uff09\u3002\u91c7\u7528\u4e5f\u5f88\u91cd\u8981\u3002OpenAI \u9ad8\u7ba1\u8868\u793a\uff0c\u9664\u7f8e\u56fd\u5916\uff0c\u97e9\u56fd\u62e5\u6709\u6700\u591a\u7684\u4ed8\u8d39 ChatGPT \u7528\u6237\uff0c\u8fd9\u4e0e\u5f3a\u52b2\u7684\u4f01\u4e1a IT \u652f\u51fa\u548c\u5feb\u901f\u90e8\u7f72\u6587\u5316\u76f8\u7b26\u3002\u653f\u5e9c\u662f\u52a9\u63a8\u529b\u800c\u975e\u963b\u529b\u3002\u8fd9\u79cd\u7ec4\u5408\u4f7f\u97e9\u56fd\u6210\u4e3a\u5efa\u8bbe\u4f19\u4f34\uff0c\u800c\u4e0d\u4ec5\u4ec5\u662f\u96f6\u90e8\u4ef6\u4f9b\u5e94\u56fd\u3002<\/p>\n

\u4ea7\u80fd\u3001\u8d44\u672c\u652f\u51fa\u4e0e HBM \u74f6\u9888<\/h3>\n

\u6838\u5fc3\u95ee\u9898\u5728\u4e8e HBM \u53ca\u5176\u80cc\u540e\u7684 DRAM \u5149\u7247\u3002SK Hynix \u662f Nvidia \u7684\u4e3b\u8981 HBM \u4f9b\u5e94\u5546\uff1bSamsung \u6b63\u5728\u52aa\u529b\u5728 HBM3E \u653e\u91cf\u548c HBM4 \u4e34\u8fd1\u65f6\u7f29\u5c0f\u6027\u80fd\u5dee\u8ddd\u3002\u672c\u5730\u5a92\u4f53\u5f3a\u8c03\u201cHBM \uc99d\uc124\uc774 \uc2dc\uae09\u201d\uff08HBM \u6269\u4ea7\u523b\u4e0d\u5bb9\u7f13\uff09\u3002SK Group \u63d0\u5230\u7684 2029 \u5e74\u6bcf\u6708 90 \u4e07\u7247 DRAM \u5149\u7247\u610f\u5473\u7740\u591a\u5e74\u5206\u9636\u6bb5\u7684\u8d44\u672c\u652f\u51fa\u3001\u57fa\u677f\u4e0e TSV \u7ea6\u675f\u4ee5\u53ca\u826f\u7387\u5b66\u4e60\u66f2\u7ebf\u3002\u5c01\u88c5\u662f\u5f71\u5b50\u74f6\u9888\uff1a\u5373\u4fbf DRAM \u5bb9\u91cf\u5230\u4f4d\uff0cCoWoS \u4e0e HBM \u4e92\u8fde\u57fa\u677f\u4ecd\u5c06\u4f9b\u4e0d\u5e94\u6c42\uff0c\u5c06\u6536\u76ca\u6269\u6563\u5230\u53f0\u6e7e\u4e0e\u65e5\u672c\u7684\u6676\u5706\u4ee3\u5de5\u4e0e OSAT \u751f\u6001\u7cfb\u7edf\u3002\u53e6\u4e00\u88ab\u4f4e\u4f30\u7684\u89d2\u5ea6\u662f\u5b9a\u5236\u7845\u7247\u3002\u4e24\u5bb6\u97e9\u56fd\u5185\u5b58\u5de8\u5934\u90fd\u4e3a Broadcom \u4f9b\u8d27\uff0c\u800c Broadcom \u6b63\u5728\u4e3a OpenAI \u5b9a\u5236 AI \u82af\u7247\u3002\u8fd9\u4f7f\u9700\u6c42\u4e0d\u518d\u5b8c\u5168\u4f9d\u8d56 Nvidia\uff0c\u4f46\u4e5f\u589e\u52a0\u4e86\u5408\u683c\u8ba4\u8bc1\u65f6\u95f4\u8868\u7684\u590d\u6742\u6027\u3002\u610f\u5411\u4e66\u4e0d\u662f\u91c7\u8d2d\u5355\uff1b\u5173\u6ce8\u5177\u6709\u7ea6\u675f\u529b\u7684\u8ba2\u5355\u8282\u594f\u548c\u8d44\u672c\u652f\u51fa\u627f\u8bfa\u3002<\/p>\n

\u7535\u529b\u3001\u6c34\u8d44\u6e90\u4e0e\u6f02\u6d6e\u6570\u636e\u4e2d\u5fc3\u57fa\u7840\u8bbe\u65bd<\/h3>\n

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\u653f\u7b56\u987a\u98ce\u4e0e\u672c\u5730 AI \u91c7\u7528<\/h3>\n

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\u65e5\u672c\u3001\u53f0\u6e7e\u4e0e\u7f8e\u56fd\u7684\u7ade\u4e89\u683c\u5c40<\/h3>\n

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