{"id":615413,"date":"2026-01-16T04:30:38","date_gmt":"2026-01-16T12:30:38","guid":{"rendered":"https:\/\/nai500.com\/?p=615413"},"modified":"2026-01-16T04:30:38","modified_gmt":"2026-01-16T12:30:38","slug":"sk-hynix-hbm-19","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hans\/blog\/2026\/01\/sk-hynix-hbm-19\/","title":{"rendered":"SK hynix \u5728\u6e05\u5dde\u5411 HBM \u5c01\u88c5\u6295\u5165 19 \u5146\u97e9\u5143"},"content":{"rendered":"

SK hynix \u8868\u793a\u5c06\u6295\u5165 19 \u5146\u97e9\u5143\uff0c\u7ea6 130 \u4ebf\u7f8e\u5143\uff0c\u5728\u6e05\u5dde\u5174\u5efa\u4e00\u5ea7\u65b0\u7684\u5c01\u88c5\u4e0e\u6d4b\u8bd5\u5de5\u5382\uff0c\u76ee\u6807\u76f4\u6307\u7528\u4e8e AI \u7684\u9ad8\u5e26\u5bbd\u5185\u5b58\u3002\u5f53\u5730\u5a92\u4f53\u5c06\u6b64\u4e3e\u63cf\u8ff0\u4e3a\u4e00\u9879\u89c4\u6a21\u62bc\u6ce8\uff0c\u4ee5\u638c\u63a7 AI \u4f9b\u5e94\u94fe\u4e2d\u6700\u7d27\u7684\u73af\u8282\uff1a\u5148\u8fdb\u5c01\u88c5\u3002\u6b64\u51b3\u5b9a\u4e5f\u901a\u8fc7\u4e0e\u5176\u4e0b\u4e00\u4ee3 DRAM \u6676\u5706\u5382\u5171\u5740\uff0c\u8fdb\u4e00\u6b65\u52a0\u5f3a\u4e86 SK hynix \u7684\u5782\u76f4\u6574\u5408\u3002\u4e9a\u592a\u5e02\u573a\u7684\u53cd\u5e94\u6307\u5411\u4e00\u4e2a\u719f\u6089\u7684\u4e3b\u9898\uff1a\u8d44\u672c\u4e0e\u4ea7\u80fd\u6b63\u5411 AI \u5185\u5b58\u74f6\u9888\u5b9e\u9645\u6240\u5728\u5904\u8f6c\u79fb\u3002<\/p>\n

\u672c\u5730\u5934\u6761<\/h3>\n

\u5728 Korea Economic Daily\uff0c\u516c\u53f8\u901a\u62a5\u76f4\u622a\u4e86\u5f53\uff1a\u201c\ucda9\ubd81 \uccad\uc8fc \ud14c\ud06c\ub178\ud3f4\ub9ac\uc2a4\uc5d0 P&T7 \ud328\ud0a4\uc9d5\u00b7\ud14c\uc2a4\ud2b8 \uc2e0\uacf5\uc7a5\u2026 4\uc6d4 \ucc29\uacf5, 2028\ub144 \ubcf8\uaca9 \uac00\ub3d9\u201d\uff08\u6e05\u5317 \u6e05\u5dde \u79d1\u6280\u57ce\u5efa\u8bbe P&T7 \u5c01\u88c5\u00b7\u6d4b\u8bd5\u65b0\u5382\u2026\u20264 \u6708\u5f00\u5de5\uff0c2028 \u5e74\u5168\u9762\u6295\u4ea7\uff09\u3002\u5f53\u5730\u5a92\u4f53\u4e5f\u5f3a\u8c03\u4e86\u7269\u6d41\uff1aP&T7 \u5c06\u5750\u843d\u5728 M15X \u65c1\uff0cM15X \u662f SK hynix \u6b63\u5728\u5efa\u8bbe\u7684\u4e0b\u4e00\u4ee3 DRAM \u6676\u5706\u5382\uff0c\u53ef\u5b9e\u73b0\u73b0\u573a DRAM \u6676\u5706\u7684\u5373\u65f6\u79fb\u4ea4\u8fdb\u884c HBM \u5c01\u88c5\u3002\u8fd9\u6837\u53ef\u51cf\u5c11\u8fd0\u8f93\u65f6\u95f4\u4e0e\u642c\u8fd0\u98ce\u9669\uff0c\u8fd9\u662f\u5806\u53e0\u5185\u5b58\u826f\u7387\u4e2d\u7684\u4e24\u4e2a\u9690\u6027\u6210\u672c\u3002\u516c\u53f8\u79f0 P&T7 \u5c06\u52a0\u5165\u4f4d\u4e8e Icheon \u4e0e\u5370\u7b2c\u5b89\u7eb3\u5dde West Lafayette \u7684\u5148\u8fdb\u5c01\u88c5\u4e2d\u5fc3\uff0c\u5728\u4e0d\u540c\u5730\u57df\u5efa\u7acb\u5197\u4f59\u3002\u5bf9\u4e8e\u5173\u6ce8\u7f8e\u56fd\u4f9b\u5e94\u94fe\u653f\u7b56\u7684\u6295\u8d44\u8005\uff0cSK hynix \u4e0e\u7f8e\u56fd\u5546\u52a1\u90e8\u6709\u4e00\u9879\u521d\u6b65\u5907\u5fd8\u5f55\uff0c\u6d89\u53ca\u9ad8\u8fbe 4.5 \u4ebf\u7f8e\u5143\u7684\u6fc0\u52b1\uff0c\u5173\u8054\u5148\u8fdb\u5c01\u88c5\u4e0e AI \u4f9b\u5e94\u94fe\u5b89\u5168\u3002\u8fd9\u663e\u793a\u51fa\u591a\u8282\u70b9\u5e03\u5c40\u7684\u65b9\u5411\uff1a\u524d\u7aef\u5728\u672c\u571f\u6269\u4ea7\uff0c\u540e\u7aef\u5c01\u88c5\u5728\u97e9\u56fd\u4e0e\u7f8e\u56fd\uff0c\u5ba2\u6237\u9274\u5b9a\u9760\u8fd1\u8d85\u5927\u89c4\u6a21\u9700\u6c42\u5730\u3002<\/p>\n

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

\u5728\u9996\u5c14\uff0c\u534a\u5bfc\u4f53\u80a1\u9886\u6da8\u800c\u66f4\u5e7f\u6cdb\u7684\u6307\u6570\u8868\u73b0\u4e0d\u4e00\u2014\u2014\u5f53 AI \u4f9b\u5e94\u94fe\u65b0\u95fb\u51fa\u73b0\u65f6\uff0c\u8fd9\u79cd\u5206\u5316\u5f88\u5e38\u89c1\u3002\u97e9\u56fd\u4e0e\u53f0\u6e7e\u7684\u82af\u7247\u8bbe\u5907\u4e0e\u57fa\u677f\u4f9b\u5e94\u5546\u80a1\u4ef7\u8d70\u5f3a\uff0c\u800c\u5468\u671f\u6027\u884c\u4e1a\u5219\u8868\u73b0\u53c2\u5dee\u3002\u9996\u5c14\u4e0e\u53f0\u5317\u7684\u4ea4\u6613\u8005\u518d\u6b21\u628a HBM \u4ea7\u80fd\u89c6\u4e3a AI \u8ba1\u7b97\u4ea7\u51fa\u7684\u5173\u952e\u56e0\u7d20\uff0c\u4e14\u60c5\u7eea\u53d7\u5230\u6301\u7eed\u62a5\u9053\u7684 HBM \u4f9b\u5e94\u7d27\u5f20\u4e0e DRAM \u5408\u7ea6\u4ef7\u683c\u4e0a\u6da8\u7684\u652f\u6491\u3002\u4e09\u661f\u4e0e\u540c\u884c\u4e00\u9053\uff0c\u5bf9\u5176 HBM \u63d0\u91cf\u505a\u51fa\u589e\u91cf\u89e3\u8bfb\uff0c\u800c\u53f0\u6e7e\u7684\u4ee3\u5de5\u5c01\u6d4b\u5382\u5546\u5728\u5c01\u88c5\u53d9\u4e8b\u4e0b\u83b7\u5f97\u4e86\u8054\u52a8\u4e70\u76d8\u3002\u6d77\u5916\u65b9\u9762\uff0cMicron \u4ecd\u88ab\u89c6\u4e3a\u5bf9 HBM \u7ec4\u5408\u4e0e\u5b9a\u4ef7\u6743\u7684\u6838\u5fc3\u5bf9\u51b2\u3002\u8de8\u5e02\u573a\u7684\u7ed3\u8bba\u662f\uff1a\u80a1\u5e02\u66f4\u5728\u4e3a\u5c01\u88c5\u74f6\u9888\u5b9a\u4ef7\uff0c\u800c\u975e\u6676\u5706\u5f00\u5de5\uff0c\u5e76\u5728\u5411\u4e0e HBM \u5806\u53e0\u3001\u57fa\u677f\u4e0e\u6563\u70ed\u89e3\u51b3\u65b9\u6848\u6709\u5173\u7684\u4e2a\u80a1\u8f6e\u52a8\u3002<\/p>\n

\u5c01\u88c5\u662f\u74f6\u9888<\/h3>\n

\u6b64\u6b21\u6295\u8d44\u65e8\u5728\u89e3\u51b3\u74f6\u9888\uff0c\u800c\u975e\u4ec5\u4ec5\u589e\u52a0\u6676\u5706\u91cf\u3002HBM \u5806\u53e0\u4f9d\u8d56\u8d2f\u7a7f\u7845\u901a\u5b54\uff08TSV\uff09\u4e0e\u7cbe\u786e\u7684\u5e95\u586b\uff08underfill\uff09\uff0c\u901a\u8fc7\u8bf8\u5982 CoWoS \u7684\u5148\u8fdb\u4e2d\u4ecb\u5c42\u6216\u7ade\u4e89\u6027\u6247\u51fa\uff08fan-out\uff09\u65b9\u6cd5\u4e0e\u903b\u8f91\u7aef\u7ed1\u5b9a\u3002\u8fd9\u4f7f\u5f97\u540e\u7aef\u4ea7\u80fd\u4e0e\u826f\u7387\u6210\u4e3a AI \u52a0\u901f\u5668\u7684\u9650\u5236\u56e0\u7d20\u3002\u53f0\u6e7e\u4ea7\u4e1a\u5a92\u4f53\u76f4\u8a00\u4e0d\u8bb3\u3002TrendForce \u5728\u4e2d\u6587\u4e2d\u6307\u51fa\uff1a\u201c\u53d7AI\u9700\u6c42\u63a8\u52d5\uff0cDRAM \u50f9\u683c\u672c\u5b63\u5c07\u5b63\u589e 50\u201355%\u201d\uff08\u53d7 AI \u9700\u6c42\u63a8\u52a8\uff0c\u672c\u5b63 DRAM \u4ef7\u683c\u9884\u8ba1\u73af\u6bd4\u589e\u957f 50\u201355%\uff09\u3002\u97e9\u56fd\u8d38\u6613\u5a92\u4f53\u4e5f\u547c\u5e94\u5c01\u88c5\u7ea6\u675f\u3002ETNews \u5199\u9053\uff0c\u201cHBM \ud328\ud0a4\uc9d5 \ubcd1\ubaa9 \ud574\uc18c\uac00 \uad00\uac74\u201d\uff08\u89e3\u51b3 HBM \u5c01\u88c5\u74f6\u9888\u662f\u5173\u952e\uff09\u3002\u901a\u8fc7\u5c06 M15X \u4e0e P&T7 \u5171\u5740\uff0cSK hynix \u6b63\u5728\u964d\u4f4e\u524d\u7aef\u4e0e\u540e\u7aef\u4e4b\u95f4\u79fb\u4ea4\u7684\u98ce\u9669\uff0c\u8fd9\u5e94\u5f53\u6539\u5584\u5806\u53e0 DRAM \u4e16\u4ee3\u7684\u5468\u671f\u65f6\u95f4\u4e0e\u826f\u7387\u5b66\u4e60\u3002\u8fd9\u6b63\u662f\u5229\u6da6\u6c60\u6b63\u5728\u8f6c\u79fb\u7684\u5730\u65b9\uff1a\u5728\u4f9b\u4e0d\u5e94\u6c42\u7684 HBM \u5e02\u573a\u4e2d\uff0c\u5c01\u88c5\u826f\u7387\u7684\u6bcf\u4e00\u70b9\u63d0\u5347\u90fd\u4f1a\u76f4\u63a5\u53cd\u6620\u5230\u5e95\u7ebf\u3002<\/p>\n

\u9996\u5c14\u7684\u653f\u7b56\u98ce\u9669<\/h3>\n

\u76d1\u7ba1\u4e00\u76f4\u662f\u97e9\u56fd\u534a\u5bfc\u4f53\u6da8\u52bf\u4e2d\u7684\u80cc\u666f\u53d8\u91cf\u3002\u97e9\u56fd\u4ea4\u6613\u6240\u66fe\u5728\u80a1\u4ef7\u6025\u6da8\u671f\u95f4\u5c06 SK hynix \u5217\u4e3a\u201c\ud22c\uc790\uc8fc\uc758 \uc885\ubaa9 \uc9c0\uc815\u201d\uff08\u6295\u8d44\u6ce8\u610f\u540d\u5355\uff09\uff0c\u5f15\u53d1\u6ce2\u52a8\u5e76\u4ee4\u6295\u8d44\u8005\u5bf9\u5e72\u9884\u98ce\u9669\u611f\u5230\u4e0d\u6ee1\u3002\u90a3\u6b21\u4e8b\u4ef6\u91cd\u8981\uff0c\u56e0\u4e3a\u5b83\u663e\u793a\u5e02\u573a\u5fae\u89c2\u7ed3\u6784\u4e0e\u76d1\u7ba1\u4fe1\u53f7\u5982\u4f55\u5728\u8d44\u672c\u652f\u51fa\u51b3\u7b56\u843d\u5b9a\u65f6\u653e\u5927\u4ef7\u683c\u6ce2\u52a8\u3002\u516c\u53f8\u4e5f\u66fe\u63a8\u52a8\u516c\u5e73\u4ea4\u6613\u89c4\u5219\u7684\u7075\u6d3b\u6027\uff0c\u4ee5\u5728\u52a8\u8361\u7684\u8d44\u672c\u652f\u51fa\u5468\u671f\u4e2d\u4fdd\u5168\u89c4\u6a21\u4f18\u52bf\u3002\u5728\u97e9\u56fd\u5a92\u4f53\u4e2d\uff0c\u547c\u5401\u653f\u7b56\u4e0e\u56fd\u5bb6\u534a\u5bfc\u4f53\u7ade\u4e89\u529b\u5bf9\u9f50\u7684\u58f0\u97f3\u5f88\u5e38\u89c1\uff0c\u53cd\u6620\u51fa\u653f\u5e9c\u5c06\u82af\u7247\u89c6\u4e3a\u6218\u7565\u4ea7\u4e1a\u3002\u5bf9\u6d77\u5916\u6295\u8d44\u8005\u6765\u8bf4\uff0c\u8fd9\u4e3a\u4f30\u503c\u589e\u52a0\u4e86\u653f\u7b56\u6ea2\u4ef7\uff1a\u4e00\u65b9\u9762\u80fd\u652f\u6301\u56fd\u5185\u5efa\u8bbe\u4e0e\u6fc0\u52b1\uff0c\u53e6\u4e00\u65b9\u9762\u5728\u76d1\u7ba1\u6536\u7d27\u65f6\u4e5f\u4f1a\u4e3a\u80a1\u4ef7\u5e26\u6765\u4e8b\u4ef6\u98ce\u9669\u3002<\/p>\n

\u5728\u7f8e\u4e0a\u5e02\u7684\u53ef\u9009\u6027<\/h3>\n

\u516c\u53f8\u5df2\u63a2\u7d22\u4e0e\u5176\u5168\u7403\u5e03\u5c40\u76f8\u4e00\u81f4\u7684\u8d44\u672c\u5e02\u573a\u9009\u9879\u3002Seoul Economic Daily \u62a5\u9053\u8003\u8651\u901a\u8fc7\u5e93\u5b58\u80a1\u5728\u7f8e\u56fd\u4e0a\u5e02\uff0c\u7ba1\u7406\u5c42\u8868\u793a\u201c\ubbf8\uad6d \uc0c1\uc7a5 \uac80\ud1a0 \uc911\uc774\ub098 \ud655\uc815\ub41c \ubc14 \uc5c6\ub2e4\u201d\uff08\u6b63\u5728\u5ba1\u8bae\u7f8e\u56fd\u4e0a\u5e02\u4f46\u5c1a\u672a\u786e\u5b9a\uff09\u3002\u5229\u7528\u5e93\u5b58\u80a1\u53ef\u5728\u4e0d\u7a00\u91ca\u63a7\u5236\u6743\u7684\u60c5\u51b5\u4e0b\u91ca\u653e\u4f30\u503c\uff0c\u540c\u65f6\u5c06\u6295\u8d44\u8005\u57fa\u7840\u62c9\u8fd1\u90a3\u4e9b\u63a8\u52a8 HBM \u9700\u6c42\u7684\u8d85\u5927\u89c4\u6a21\u5ba2\u6237\u4e0e AI \u751f\u6001\u7cfb\u7edf\u3002\u8fd9\u4e5f\u7b26\u5408\u4ea7\u4e1a\u903b\u8f91\uff1a\u5370\u7b2c\u5b89\u7eb3\u7684\u6fc0\u52b1\u3001\u5ba2\u6237\u96c6\u4e2d\u5728\u7f8e\u56fd\uff0c\u4ee5\u53ca\u76ee\u524d\u5e02\u573a\u5bf9 AI \u5185\u5b58\u7ed9\u4e88\u7684\u6ea2\u4ef7\u500d\u6570\u3002\u65e0\u8bba\u516c\u53f8\u662f\u7acb\u5373\u6267\u884c\u8fd8\u662f\u4fdd\u7559\u6b64\u9009\u9879\uff0c\u4f20\u8fbe\u7ed9\u6295\u8d44\u8005\u7684\u4fe1\u606f\u90fd\u662f\u660e\u786e\u7684\uff1aSK hynix \u5e0c\u671b\u5177\u5907\u7075\u6d3b\u6027\uff0c\u4ee5\u5168\u7403\u8282\u594f\u7b79\u8d44\u7528\u4e8e\u5c01\u88c5\u3001\u57fa\u677f\u4e0e\u6d4b\u8bd5\u4ea7\u80fd\uff0c\u800c\u4e0d\u5355\u9760\u56fd\u5185\u6d41\u52a8\u6027\u3002<\/p>\n

\u7ade\u4e89\u8005\u4e0e\u4f9b\u5e94\u94fe\u4ea7\u80fd<\/h3>\n

\u4e09\u661f\u52a8\u4f5c\u79ef\u6781\uff0c\u81ea\u53bb\u5e74\u4e5d\u6708\u4ee5\u6765\u5df2\u5bf9\u5173\u952e\u5b58\u50a8\u4ea7\u54c1\u63d0\u4ef7\u9ad8\u8fbe 60%\uff0c\u5e76\u4ee5 HBM3E \u4e0e\u4e0b\u4e00\u4ee3\u8282\u70b9\u63d0\u901f HBM \u4ea7\u51fa\u3002Micron \u6b63\u5728\u4e89\u53d6\u4e0e\u4e3b\u8981\u52a0\u901f\u5668\u7684\u8d44\u683c\u8ba4\u8bc1\uff0c\u5e76\u58f0\u79f0\u5728 AI \u5ba2\u6237\u4e2d\u53d6\u5f97\u8fdb\u5c55\u3002\u5728\u903b\u8f91\u7aef\uff0cTSMC \u6b63\u5728\u6269\u5c55 CoWoS \u4ea7\u80fd\u2014\u2014\u8fd9\u79cd\u4e2d\u4ecb\u5c42\u6280\u672f\u5c06 HBM \u4e0e GPU\u3001NPU \u914d\u5bf9\uff0c\u5f62\u6210\u53f0\u6e7e\u5c01\u88c5\u4ea7\u80fd\u4e0e\u97e9\u56fd DRAM \u5806\u6808\u7684\u914d\u5bf9\u3002\u65e5\u672c\u5a92\u4f53\u6ce8\u610f\u5230\uff0c\u4e2d\u4ecb\u5c42\u4e0e\u9ad8\u7aef\u57fa\u677f\u7684\u4e89\u593a\u52a0\u5267\uff0c\u56e0\u4e3a\u9700\u6c42\u9886\u5148\u4e8e\u4f9b\u5e94\u3002Nikkei \u7684\u65e5\u6587\u62a5\u9053\u5f3a\u8c03\u4e86\u533a\u57df\u7ade\u8d5b\uff1a\u201cHBM\u3068\u5148\u7aef\u30d1\u30c3\u30b1\u30fc\u30b8\u3067\u4f9b\u7d66\u529b\u7af6\u4e89\u304c\u6fc0\u5316\u201d\uff08HBM \u4e0e\u5148\u8fdb\u5c01\u88c5\u7684\u4f9b\u5e94\u529b\u7ade\u4e89\u52a0\u5267\uff09\u3002\u7ade\u4e89\u5730\u56fe\u4e0d\u4ec5\u5728\u4e8e\u8c01\u80fd\u5236\u9020 HBM \u82af\u7247\uff1b\u800c\u662f\u8c01\u80fd\u5728\u5806\u53e0\u3001\u4e2d\u4ecb\u5c42\u4e0e\u6563\u70ed\u8bbe\u8ba1\u4e0a\u63d0\u4f9b\u7cfb\u7edf\u7ea7\u826f\u7387\uff0c\u5e76\u505a\u5230\u89c4\u6a21\u5316\u3002<\/p>\n

\u6269\u4ea7\u8ba1\u5212\u4e0e\u7ea6\u675f<\/h3>\n

SK hynix \u6307\u5f15 AI \u5185\u5b58\u5c06\u5f3a\u52b2\u589e\u957f\uff0c\u79f0 AI \u5185\u5b58\u5e02\u573a\u5230 2030 \u5e74\u5c06\u5e74\u5747\u6269\u5f20\u7ea6 30%\u3002\u516c\u53f8\u8ba1\u5212\u5728\u660e\u5e74\u663e\u8457\u63d0\u5347\u7b2c\u516d\u4ee3 10nm \u7ea7 DRAM \u7684\u4ea7\u51fa\uff0c\u4ee5\u4f9b\u7ed9 HBM \u5806\u53e0\u3002Counterpoint \u7684\u4f30\u7b97\u663e\u793a SK hynix \u8fd1\u671f\u5728 HBM \u5e02\u573a\u7684\u4efd\u989d\u4e3a 53%\uff0c\u9886\u5148\u4e09\u661f\u7684 35% \u4e0e Micron \u7684 11%\u3002\u4f46\u98ce\u9669\u4f9d\u7136\u5b58\u5728\u3002\u65b0\u4e00\u4ee3 HBM \u7684\u5ba2\u6237\u9274\u5b9a\u8981\u6c42\u4e25\u683c\uff0c\u9ad8\u5e26\u5bbd\u4e0b\u7684\u70ed\u7ba1\u7406\u65e0\u60c5\uff0c\u4e14\u6bcf\u4e00\u6b65\u5c01\u88c5\u90fd\u4f1a\u5f15\u5165\u826f\u7387\u6ce2\u52a8\u3002\u51fa\u53e3\u7ba1\u5236\u4e0e\u5ba2\u6237\u7ec4\u5408\u540c\u6837\u91cd\u8981\u3002\u968f\u7740\u5236\u9020\u5206\u5e03\u5728\u97e9\u56fd\u3001\u7f8e\u56fd\u4e0e\u5728\u534e\u7684\u65e2\u6709\u4e1a\u52a1\uff0c\u8bb8\u53ef\u4e0e\u5408\u89c4\u4ecd\u662f\u89c4\u5212\u8c1c\u9898\u7684\u4e00\u90e8\u5206\u3002\u516c\u53f8\u5728\u5370\u7b2c\u5b89\u7eb3\u7684\u5382\u5740\u4e0e\u4e0e\u7f8e\u56fd\u5f53\u5c40\u7684\u5408\u4f5c\u8868\u660e\uff0c\u5176\u957f\u671f\u7b56\u7565\u662f\u4e3a\u897f\u65b9 AI \u9700\u6c42\u951a\u5b9a\u53ef\u4fe1\u8d56\u7684\u4f9b\u5e94\uff0c\u540c\u65f6\u4fdd\u6301\u97e9\u56fd\u6676\u5706\u5382\u4f5c\u4e3a\u6280\u672f\u6838\u5fc3\u3002<\/p>\n

\u5168\u7403\u6295\u8d44\u8005\u8981\u70b9<\/h3>\n

\u82f1\u6587\u5a92\u4f53\u5f80\u5f80\u5c06\u6b64\u4e8b\u6846\u5b9a\u4e3a\u53e6\u4e00\u5219\u6269\u4ea7\u519b\u5907\u7ade\u8d5b\u7684\u5934\u6761\u3002\u672c\u5730\u5a92\u4f53\u4e0e\u5e02\u573a\u884c\u60c5\u5219\u8868\u660e\u66f4\u5177\u4f53\u7684\u4e8b\uff1a\u5c01\u88c5\u662f\u53ef\u9632\u5b88\u7684\u62a4\u57ce\u6cb3\u3002\u901a\u8fc7\u6295\u5165 19 \u5146\u97e9\u5143\u5c06\u5148\u8fdb\u5c01\u88c5\u7f6e\u4e8e M15X \u65c1\uff0cSK hynix \u65e8\u5728\u66f4\u5feb\u5730\u5c06\u6676\u5706\u4ea7\u51fa\u8f6c\u5316\u4e3a HBM \u51fa\u8d27\u3001\u63d0\u9ad8\u826f\u7387\u5e76\u964d\u4f4e\u7269\u6d41\u98ce\u9669\u3002\u8fd9\u6bd4\u5355\u7eaf\u589e\u52a0\u65e0\u5dee\u522b\u7684 DRAM \u4ea7\u80fd\u66f4\u91cd\u8981\u3002\u6709\u4e24\u70b9\u5e38\u88ab\u5ffd\u89c6\u3002\u7b2c\u4e00\uff0c\u653f\u7b56\u4e0d\u5bf9\u79f0\u6027\u5728\u97e9\u56fd\u662f\u771f\u5b9e\u5b58\u5728\u7684\u3002\u540c\u4e00\u6ce2\u63a8\u52a8\u56fd\u5185\u534a\u5bfc\u4f53\u5efa\u8bbe\u7684\u653f\u7b56\u4e5f\u53ef\u80fd\u5f15\u53d1\u7a81\u7136\u7684\u5e02\u573a\u5e72\u9884\uff0c\u4ece\u800c\u5267\u70c8\u6446\u52a8\u4f30\u503c\u3002\u7b2c\u4e8c\uff0c\u8d44\u672c\u5e02\u573a\u7b56\u7565\u53ef\u80fd\u6210\u4e3a\u7ade\u4e89\u6760\u6746\u3002\u4ee5\u5e93\u5b58\u80a1\u5728\u7f8e\u56fd\u4e0a\u5e02\u4f1a\u4f7f SK hynix \u66f4\u8d34\u8fd1\u5ba2\u6237\u7684\u8d44\u672c\u5468\u671f\uff0c\u5e76\u53ef\u80fd\u5728\u4ee5\u5c01\u88c5\u4e3a\u4e3b\u7684\u6269\u5f20\u4e2d\u964d\u4f4e\u8d44\u672c\u6210\u672c\u3002\u6784\u5efa\u6295\u8d44\u7ec4\u5408\u65f6\uff0c\u5e94\u8d85\u914d\u5c01\u88c5\u3001\u57fa\u677f\u4e0e\u6d4b\u8bd5\u5728 AI \u5185\u5b58\u5806\u6808\u4e2d\u7684\u6743\u91cd\uff0c\u6253\u6298\u53ea\u66dd\u9732\u4e8e\u6676\u5706\u7684\u6545\u4e8b\uff0c\u5e76\u4e3a\u97e9\u56fd\u7684\u653f\u7b56\u98ce\u9669\u4fdd\u7559\u7f13\u51b2\u3002\u638c\u63a7\u540e\u7aef\u7684\u516c\u53f8\u5c06\u5728\u672c\u8f6e\u5468\u671f\u4e2d\u638c\u63e1 AI \u5185\u5b58\u7684\u5229\u6da6\u7387\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"

SK hynix\u5728\u6e05\u5dde\u6295\u8d4419\u4e07\u4ebf\u97e9\u5143\u7528\u4e8eHBM\u5c01\u88c5\uff0c\u65e8\u5728\u638c\u63a7AI\u4f9b\u5e94\u94fe\u74f6\u9888\u5e76\u52a0\u5f3a\u7eb5\u5411\u6574\u5408\uff0c\u5e02\u573a\u53cd\u5e94\u663e\u793a\u5173\u6ce8\u70b9\u6b63\u8f6c\u5411\u89e3\u51b3\u5185\u5b58\u74f6\u9888\u3002<\/p>\n","protected":false},"author":53,"featured_media":588515,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":"","_links_to":"","_links_to_target":""},"categories":[424],"tags":[459,816],"class_list":["post-615413","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-companies-zh-hans","tag-459","tag-816"],"acf":[],"_links":{"self":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts\/615413","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/users\/53"}],"replies":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/comments?post=615413"}],"version-history":[{"count":1,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts\/615413\/revisions"}],"predecessor-version":[{"id":615426,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts\/615413\/revisions\/615426"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/media\/588515"}],"wp:attachment":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/media?parent=615413"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/categories?post=615413"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/tags?post=615413"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}