{"id":596582,"date":"2025-10-03T11:48:06","date_gmt":"2025-10-03T18:48:06","guid":{"rendered":"https:\/\/nai500.com\/?p=596582"},"modified":"2025-10-03T11:48:06","modified_gmt":"2025-10-03T18:48:06","slug":"kospi-openai","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hans\/blog\/2025\/10\/kospi-openai\/","title":{"rendered":"KOSPI \u5728 OpenAI \u4e0e\u97e9\u56fd\u82af\u7247\u5de8\u5934\u5408\u4f5c\u6d88\u606f\u4e0b\u521b\u7eaa\u5f55"},"content":{"rendered":"

\u97e9\u56fd\u5e02\u573a\u88ab\u672c\u5468\u5f53\u5730\u5a92\u4f53\u53cd\u590d\u6e32\u67d3\u7684\u5934\u6761\u5524\u9192\uff1aOpenAI \u5c06\u5728\u97e9\u56fd\u5171\u540c\u5efa\u8bbe\u4e24\u4e2a\u6570\u636e\u4e2d\u5fc3\uff0c\u5e76\u5728\u5176 Stargate \u6269\u5efa\u4e2d\u4e0e Samsung Electronics \u548c SK Hynix \u5408\u4f5c\u8fdb\u884c\u82af\u7247\u91c7\u8d2d\u3002Yonhap \u548c Maeil Business \u5c06\u5176\u79f0\u4e3a\u97e9\u56fd\u7248 Stargate\uff08\ud55c\uad6d\ud615 \uc2a4\ud0c0\uac8c\uc774\ud2b8\uff09\uff0c\u5e76\u5c06\u5176\u63cf\u7ed8\u4e3a\u65e2\u662f\u4ea7\u4e1a\u653f\u7b56\u7684\u4e00\u9879\u80dc\u5229\uff0c\u4e5f\u662f\u5bf9\u9ad8\u5e26\u5bbd\u5b58\u50a8\u5668\u9700\u6c42\u7684\u652f\u6491\u3002\u80a1\u5e02\u968f\u4e4b\u53cd\u5e94\u3002SK Hynix \u5927\u6da8\u4e24\u4f4d\u6570\u81f3\u5386\u53f2\u65b0\u9ad8\uff0cSamsung \u5347\u81f3\u56db\u5e74\u9ad8\u70b9\uff0cKOSPI \u521b\u7eaa\u5f55\uff0cSamsung \u5173\u8054\u516c\u53f8 Samsung SDI\u3001Samsung C and T \u548c Samsung SDS \u540c\u6837\u642d\u4e0a\u8fd9\u6ce2\u4e0a\u6da8\u3002\u4ea4\u6613\u516c\u5e03\u7684\u540d\u4e49\u5bb9\u91cf\u4e3a 20 \u5146\u74e6\uff0c\u89c4\u6a21\u5e76\u4e0d\u5927\uff0c\u4f46\u5bf9\u4f9b\u5e94\u94fe\u548c\u653f\u7b56\u5236\u5b9a\u8005\u7684\u4fe1\u53f7\u8981\u5927\u5f97\u591a\u3002\u9996\u5c14\u8857\u5934\u7684\u770b\u6cd5\u662f\uff1a\u8fd9\u4e0d\u4ec5\u4ec5\u662f\u4e24\u4e2a\u673a\u623f\uff0c\u800c\u662f\u4e3a 2025 \u5e74\u9501\u5b9a HBM\u3001\u5c01\u88c5\u548c\u653f\u7b56\u7b79\u7801\u3002<\/p>\n

\u672c\u5730\u5a92\u4f53\u5bf9\u4ea4\u6613\u7684\u6846\u5b9a<\/h3>\n

Korea Economic Daily (\ud55c\uad6d\uacbd\uc81c) \u5c06\u7126\u70b9\u653e\u5728\u653f\u7b56\u5c42\u9762\uff1a\u767d\u5bab\u652f\u6301\u7684 Stargate \u8ba1\u5212\u4e0e\u9996\u5c14\u7248\u672c\u53ef\u80fd\u6210\u4e3a\u97e9\u56fd\u4e89\u593a\u4e9a\u6d32 AI \u4e2d\u5fc3\u5730\u4f4d\u7684\u951a\u70b9\u3002Hankyung \u7684\u63aa\u8f9e\u8010\u4eba\u5bfb\u5473\uff1a\ubc18\ub3c4\uccb4 \uacf5\uae09\ub9dd \ub3d9\ub9f9\uff0c\u5373\u534a\u5bfc\u4f53\u4f9b\u5e94\u94fe\u8054\u76df\u3002Maeil Business \u5f3a\u8c03 OpenAI \u5c06\u4e0e\u4e24\u5bb6\u5185\u5b58\u9f99\u5934\u5728\u91c7\u8d2d\u4e0a\u5408\u4f5c\uff0c\u800c\u4e0d\u53ea\u662f\u73b0\u8d27\u4e70\u5165\uff0c\u8fd9\u5bf9\u4e8e\u5b9a\u4ef7\u548c\u914d\u7ed9\u5f88\u91cd\u8981\u3002Yonhap \u7528\u201c\uc0ac\uc0c1 \ucd5c\uace0\uce58\u201d\u62a5\u9053 KOSPI \u521b\u5386\u53f2\u65b0\u9ad8\uff0c\u5e76\u5f3a\u8c03 AI \u76f8\u5173\u4e2a\u80a1\u7684\u5e7f\u6cdb\u4e0a\u6da8\u3002\u8d38\u6613\u90e8\u653e\u5927\u4e86\u56fd\u5bb6\u6218\u7565\u89d2\u5ea6\uff0c\u79f0\u4e24\u4e2a\u6570\u636e\u4e2d\u5fc3\u5c06\u4f7f\u97e9\u56fd\u6709\u80fd\u529b\u627f\u63a5 AI \u5de5\u4f5c\u8d1f\u8f7d\u53ca\u76f8\u5173\u51fa\u53e3\u589e\u957f\u3002\u5728\u97e9\u56fd\u7684\u8ba8\u8bba\u4e2d\uff0c\u8fd9\u4e24\u4e2a 20MW \u7ad9\u70b9\u662f\u8def\u6807\uff0c\u800c\u975e\u7ec8\u70b9\u3002\u8bae\u7a0b\u5728\u4e0a\u6e38\uff1aHBM\u3001\u9ad8\u7ea7\u5c01\u88c5\uff0c\u4ee5\u53ca\u8de8\u8d8a\u4e00\u4e2a\u4ee5\u4e0a\u4ea7\u54c1\u5468\u671f\u7684\u957f\u671f\u4f9b\u8d27\u5408\u540c\u3002<\/p>\n

\u5e02\u573a\u53cd\u5e94\uff1a\u82af\u7247\u3001\u7535\u6c60\u4e0e\u97e9\u5143<\/h3>\n

\u6570\u636e\u5f88\u6e05\u6670\u3002SK Hynix \u98d9\u5347\u7ea6 12%\uff0cSamsung \u4e0a\u6da8\u7ea6 5%\uff0cKOSPI \u4e0a\u6da8\u8d85\u8fc7 3% \u521b\u7eaa\u5f55\u3002\u6c5d\u77e3\u5c9b\u7684\u4ea4\u6613\u53f0\u6307\u51fa\u534a\u5bfc\u4f53\u677f\u5757\u6709\u5927\u91cf\u5916\u8d44\u51c0\u4e70\u5165\uff0c\u7b2c\u4e8c\u68af\u961f\u82af\u7247\u80a1\u548c\u7535\u6c60\u7c7b\u4e2a\u80a1\u4e5f\u8ddf\u968f\u4e0a\u6da8\u3002Samsung SDI \u56e0\u96c6\u56e2\u8054\u52a8\u548c\u6570\u636e\u4e2d\u5fc3\u5b58\u50a8\u60f3\u8c61\u800c\u8d70\u5f3a\uff0cSamsung SDS \u56e0\u670d\u52a1\u66b4\u9732\u53d7\u76ca\u3002\u901a\u5e38\u66f4\u5177\u6295\u673a\u6027\u7684 KOSDAQ \u8ddf\u6da8\u4f46\u529b\u5ea6\u8f83\u5f31\uff0c\u4ea4\u6613\u5458\u5411\u5de8\u5934\u80a1\u8f6e\u52a8\u3002\u98ce\u9669\u504f\u597d\u56de\u5347\u4ee4\u97e9\u5143\u7565\u5fae\u8d70\u5f3a\uff0c\u97e9\u56fd\u56fd\u503a\u6536\u76ca\u7387\u968f\u80a1\u5e02\u4e0a\u884c\uff0c\u4f53\u73b0\u7ecf\u5178\u7684\u987a\u5468\u671f\u8d70\u52bf\u3002\u884c\u4e1a\u5730\u56fe\u663e\u793a\u534a\u5bfc\u4f53\u3001\u4ee3\u5de5\u548c IT \u670d\u52a1\u9886\u6da8\uff0c\u51fa\u53e3\u5468\u671f\u80a1\u88ab\u4e70\u5165\uff0c\u9632\u5fa1\u6027\u677f\u5757\u843d\u540e\u3002\u6b64\u6b21\u53cd\u5f39\u4e0d\u4ec5\u662f\u8ffd\u9010\u5934\u6761\uff0c\u800c\u662f\u5bf9 HBM \u5b9a\u4ef7\u62c5\u5fe7\u7684\u7f13\u89e3\u4ea4\u6613\u4ee5\u53ca\u5bf9\u88ab\u9501\u5b9a\u9700\u6c42\u7684\u524d\u77bb\u6027\u62bc\u6ce8\u3002<\/p>\n

HBM \u4f9b\u5e94\u3001\u5c01\u88c5\u4e0e\u771f\u6b63\u53d7\u76ca\u8005<\/h3>\n

\u56fd\u5185\u8bc4\u8bba\u96c6\u4e2d\u5728 HBM\u3002\u5982\u671d\u9c9c\u65e5\u62a5\u5546\u4e1a\u7248\u4e00\u4f4d\u4ea7\u4e1a\u4e13\u680f\u4f5c\u8005\u6240\u8a00\uff0c\u201cHBM \uc8fc\ub3c4\uad8c\uc740 SK\ud558\uc774\ub2c9\uc2a4\uac00 \uc950\uace0 \uc788\ub2e4\u201d\uff0c\u5373 SK Hynix \u5728 HBM \u4e0a\u5360\u4e3b\u5bfc\u5730\u4f4d\u3002\u8fd9\u662f\u77ed\u671f\u4e8b\u5b9e\uff1aSK Hynix \u662f Nvidia \u7684\u4e3b\u8981 HBM \u4f9b\u5e94\u5546\uff0c\u800c Samsung \u5728\u8d44\u683c\u8ba4\u8bc1\u4e0a\u63a8\u8fdb\uff0cMicron \u6b63\u5728\u6269\u5927\u89c4\u6a21\u3002\u5408\u4f5c\u4f19\u4f34\u7ed3\u6784\u5f88\u91cd\u8981\u3002\u5982\u679c OpenAI \u5c06\u957f\u671f\u5185\u5b58\u91c7\u8d2d\u5bfc\u5411\u591a\u4e2a\u8282\u70b9\uff0c\u4e24\u5bb6\u97e9\u56fd\u5382\u5546\u90fd\u4f1a\u83b7\u5f97\u53ef\u89c1\u6027\uff0c\u4f46\u914d\u7ed9\u4f18\u5148\u7ea7\u548c\u5b9a\u4ef7\u6743\u4ecd\u53d6\u51b3\u4e8e\u826f\u7387\u548c\u5c01\u88c5\u4ea7\u80fd\u3002\u95ee\u9898\u7684\u9759\u9ed8\u74f6\u9888\u5c31\u5728\u8fd9\u91cc\uff1a\u5148\u8fdb\u5c01\u88c5\uff0c\u5c24\u5176\u662f TSMC \u7684 CoWoS \u7ebf\u4ecd\u7136\u7d27\u5f20\u3002Samsung \u6b63\u5728\u63a8\u52a8\u5176 I-Cube \u9ad8\u7ea7\u5c01\u88c5\uff0c\u4ee5\u628a\u66f4\u591a\u4ef7\u503c\u7559\u5728\u5185\u90e8\u3002\u672c\u5730\u79d1\u6280\u535a\u5ba2\u7b80\u660e\u603b\u7ed3\u4e86\u6311\u6218\uff1a\ud328\ud0a4\uc9d5\uc774 \ubcd1\ubaa9\uc774\ub2e4\uff0c\u5c01\u88c5\u662f\u74f6\u9888\u3002\u5e02\u573a\u7684\u672c\u80fd\u5224\u65ad\u662f\u6b63\u786e\u7684\uff1a\u9700\u6c42\u771f\u5b9e\u5b58\u5728\u3001\u4f9b\u5e94\u53d7\u9650\u3001\u4e70\u5bb6\u7ec8\u4e8e\u5f00\u59cb\u7b7e\u8ba2\u591a\u5b63\u5ea6\u5408\u7ea6\u3002<\/p>\n

\u516c\u53f8\u5b9a\u4f4d\u4e0e\u6536\u76ca\u8ba1\u7b97<\/h3>\n

SK Hynix \u544a\u8bc9\u6295\u8d44\u8005\u5176\u9884\u8ba1 AI \u5185\u5b58\u5c06\u4ee5\u7ea6 30% \u7684\u5e74\u589e\u957f\u7387\u589e\u957f\u76f4\u5230 2030 \u5e74\uff0c\u5e76\u4e14\u9884\u8ba1\u4f1a\u6709\u66f4\u591a\u9488\u5bf9\u5ba2\u6237\u7279\u5b9a\u52a0\u901f\u5668\u7684\u5b9a\u5236\u5185\u5b58\u3002\u8fd9\u4e00\u987a\u98ce\u4e0d\u4f1a\u62b9\u6d88\u5546\u54c1 DRAM \u7684\u5468\u671f\u6027\uff0c\u5728\u5165\u95e8\u7ea7\u5b9a\u4ef7\u4e0a\u4e2d\u56fd\u7ade\u4e89\u9020\u6210\u538b\u529b\uff0c\u4f46\u5b83\u4f1a\u6539\u5584\u4ea7\u54c1\u7ec4\u5408\u3002\u5bf9 Samsung \u6765\u8bf4\uff0c\u8fd9\u7b14\u5408\u4f5c\u53d1\u751f\u5728\u7ba1\u7406\u5c42\u8c03\u6574\u4e4b\u540e\uff0c\u516c\u53f8\u4efb\u547d Jun Young-hyun \u8d1f\u8d23\u5185\u5b58\u3001Han Jin-man \u8d1f\u8d23\u4ee3\u5de5\uff0c\u660e\u786e\u52a0\u5f3a\u5728 AI \u5806\u6808\u7684\u6267\u884c\u529b\u3002\u8d44\u4ea7\u8d1f\u503a\u8868\u53ef\u4ee5\u652f\u6301\u66f4\u591a\u5bf9 HBM \u548c\u540e\u7aef\u7684\u8d44\u672c\u652f\u51fa\uff0c\u4f46\u9650\u5236\u56e0\u7d20\u4e0d\u662f\u8d44\u91d1\uff0c\u800c\u662f\u8d44\u683c\u8ba4\u8bc1\u548c\u91cf\u4ea7\u65f6\u95f4\u3002\u65e9\u671f\u82f1\u6587\u62a5\u9053\u5ffd\u89c6\u7684\u4e00\u70b9\u662f\u91c7\u8d2d\u5408\u4f5c\u5982\u4f55\u6539\u53d8\u76c8\u5229\u53ef\u89c1\u6027\u3002\u5b83\u53ef\u4ee5\u63d0\u524d\u62c9\u52a8\u4ea7\u80fd\u9884\u7559\u3001\u9884\u4ed8\u6b3e\u548c\u67d0\u4e9b HBM \u7ebf\u8def\u7684 ASP \u4e0b\u9650\uff0c\u5373\u4fbf\u6807\u51c6 DRAM \u4ecd\u7136\u6ce2\u52a8\u3002\u4ece\u5b9e\u52a1\u89d2\u5ea6\u770b\uff0c\u8fd9\u610f\u5473\u7740\u5982\u679c\u5408\u7ea6\u8986\u76d6\u5728\u5e74\u4e2d\u6269\u5c55\uff0c\u534e\u5c14\u8857\u5bf9 2025 \u5e74\u8bb0\u5fc6\u4f53\u5229\u6da6\u7387\u7684\u4f30\u8ba1\u53ef\u80fd\u504f\u4f4e\u3002<\/p>\n

Stargate \u97e9\u56fd\u80cc\u540e\u7684\u653f\u6cbb\u4e0e\u8d38\u6613<\/h3>\n

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\u5bb9\u91cf\u3001\u7535\u529b\u4e0e\u653f\u7b56\u6469\u64e6<\/h3>\n

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