SK Hynix \u5df2\u5728 2026 \u5e74\u4e0b\u534a\u5e74\u79d8\u5bc6\u63d0\u4ea4\u5728\u7f8e\u4e0a\u5e02\u7684\u5907\u6848\uff0c\u53ef\u80fd\u4fc3\u6210\u4e94\u5e74\u6765\u6700\u5927\u89c4\u6a21\u7684\u7f8e\u56fd\u9996\u53d1\uff0c\u4e5f\u662f\u5bf9\u534e\u5c14\u8857\u5bf9 AI \u5b58\u50a8\u73b0\u91d1\u6d41\u80c3\u7eb3\u7684\u4e00\u6b21\u76f4\u63a5\u68c0\u9a8c\u3002\u4e00\u4f4d\u77e5\u60c5\u4eba\u58eb\u8868\u793a\uff0c\u82af\u7247\u5236\u9020\u5546\u53ef\u80fd\u51fa\u552e 2% \u81f3 3% \u7684\u80a1\u4efd\uff0c\u6216\u7b79\u96c6 96 \u4ebf\u81f3 144 \u4ebf\u7f8e\u5143\uff0c\u7528\u4ee5\u8d44\u52a9\u4f4d\u4e8e\u97e9\u56fd\u9f99\u4ec1\uff08Yongin\uff09\u96c6\u7fa4\u7684\u5de5\u5382\u548c\u5370\u7b2c\u5b89\u7eb3\u7684\u65b0\u8bbe\u65bd\u3002\u9996\u5c14\u80a1\u4ef7\u5c0f\u5e45\u4e0a\u6da8\uff0c\u4f46\u843d\u540e\u4e8e\u66f4\u5e7f\u6cdb\u7684 KOSPI \u62c9\u5347\uff0c\u6295\u8d44\u8005\u5728\u8861\u91cf\u7ebd\u7ea6\u4f30\u503c\u91cd\u7f6e\u7684\u6f5c\u529b\u4e0e\u7a00\u91ca\u548c\u653f\u7b56\u6469\u64e6\u98ce\u9669\u4e4b\u95f4\u6743\u8861\u3002<\/p>\n
\u5728\u7ebd\u7ea6\u5b9e\u73b0\u4f30\u503c\u91cd\u7f6e\uff1a\u6838\u5fc3\u8bc9\u6c42\u5f88\u7b80\u5355\u3002SK Hynix \u662f\u9ad8\u5e26\u5bbd\u5185\u5b58\uff08HBM\uff09\u7684\u5173\u952e\u4f9b\u5e94\u5546\uff0cHBM \u662f\u4e3a Nvidia \u548c AMD AI \u52a0\u901f\u5668\u4f9b\u80fd\u7684\u5173\u952e\u90e8\u4ef6\uff0c\u4f46\u516c\u53f8\u4ea4\u6613\u6240\u5728\u7684\u5e02\u573a\u7f3a\u4e4f\u76f4\u63a5\u53ef\u6bd4\u5bf9\u624b\u3002\u7f8e\u56fd\u4e0a\u5e02\u4f1a\u5c06\u516c\u53f8\u5728\u884c\u60c5\u5c4f\u4e0a\u4e0e Micron Technology (MU) \u5e76\u5217\uff0c\u5e76\u8feb\u4f7f\u5bf9\u5229\u6da6\u7387\u3001\u6280\u672f\u8def\u7ebf\u56fe\u548c\u8d44\u672c\u5f3a\u5ea6\u8fdb\u884c\u66f4\u6e05\u6670\u7684\u6bd4\u8f83\u3002\u7ba1\u7406\u5c42\u8868\u793a\uff0c\u6b64\u4e3e\u662f\u5e0c\u671b\u5728\u5168\u7403\u6700\u6df1\u7684\u80a1\u7968\u6c60\u4e2d\u91cd\u65b0\u8bc4\u4f30\u516c\u53f8\u4f01\u4e1a\u4ef7\u503c\u7684\u4e00\u90e8\u5206\u3002\u8fd9\u4e2a\u8bba\u70b9\u5728\u4e00\u4e2a\u88ab\u8bad\u7ec3\u6210\u91cd\u89c6 AI \u6570\u636e\u4e2d\u5fc3\u6760\u6746\u548c\u6bcf\u5957\u7cfb\u7edf\u91cd\u590d\u6027\u5185\u5bb9\u589e\u957f\u7684\u5e02\u573a\u4e2d\u5f88\u53d7\u6b22\u8fce\u3002\u5982\u679c Hynix \u80fd\u5728 HBM \u4e0a\u5c55\u793a\u6301\u4e45\u7684\u5b9a\u4ef7\u6743\uff0c\u7ebd\u7ea6\u7684\u53ef\u89c1\u5ea6\u53ef\u80fd\u7f29\u5c0f\u5176\u4e0e\u7f8e\u56fd\u540c\u884c\u957f\u671f\u8ba8\u8bba\u7684\u500d\u6570\u5dee\u8ddd\u3002<\/p>\n
\u4e3a AI \u519b\u5907\u7ade\u8d5b\u878d\u8d44\uff1a\u52df\u96c6\u8d44\u91d1\u5c06\u7528\u4e8e\u4ea7\u80fd\u548c\u80fd\u529b\u5efa\u8bbe\u3002\u9f99\u4ec1\u8d85\u5927\u96c6\u7fa4\u662f\u97e9\u56fd\u5148\u8fdb\u5b58\u50a8\u6269\u5efa\u7684\u6838\u5fc3\u3002\u5728\u7f8e\u56fd\uff0c\u516c\u53f8\u5df2\u89c4\u5212\u4e86\u4e00\u9879\u5370\u7b2c\u5b89\u7eb3\u9879\u76ee\uff0c\u805a\u7126\u5148\u8fdb\u5c01\u88c5\u5e76\u53ef\u80fd\u8fdb\u884c\u6a21\u7ec4\u88c5\u914d\uff0c\u4e0e\u534e\u76db\u987f\u63a8\u52a8\u5c06\u82af\u7247\u4f9b\u5e94\u94fe\u90e8\u5206\u56de\u8fc1\u5230\u672c\u571f\u7684\u653f\u7b56\u76f8\u5951\u5408\u3002\u7ba1\u7406\u5c42\u8fd8\u63d0\u51fa\u4e86\u6fc0\u8fdb\u7684\u8d44\u4ea7\u8d1f\u503a\u8868\u76ee\u6807\uff0c\u957f\u671f\u51c0\u73b0\u91d1\u76ee\u6807\u8d85\u8fc7 100 \u5146\u97e9\u5143\uff0c\u800c\u622a\u81f3 2025 \u5e74\u5e95\u4e3a 12.7 \u5146\u97e9\u5143\uff0c\u8868\u660e\u5176\u5e0c\u671b\u4e3a\u8d44\u672c\u652f\u51fa\u548c\u6218\u7565\u7075\u6d3b\u6027\u4fdd\u7559\u5f39\u836f\u3002\u65f6\u5e8f\u5f88\u91cd\u8981\u3002\u968f\u7740\u8d85\u5927\u89c4\u6a21\u4e91\u5382\u9501\u5b9a\u4e0b\u4e00\u4ee3\u52a0\u901f\u5668\uff0cAI \u670d\u52a1\u5668\u9700\u6c42\u4ecd\u5728\u6269\u5f20\uff1b\u6bcf\u4ee3 GPU \u90fd\u9700\u8981\u66f4\u591a HBM \u5806\u6808\u548c\u66f4\u9ad8\u5e26\u5bbd\u3002\u73b0\u5728\u5927\u89c4\u6a21\u83b7\u5f97\u8d44\u672c\u6709\u52a9\u4e8e Hynix \u4fdd\u6301\u5728 2027\u20132028 \u5e74\u90e8\u7f72\u7684\u5173\u952e\u8def\u5f84\u4e0a\u3002<\/p>\n
\u4ea7\u80fd\u552e\u7f44\u4e0e\u5b9a\u4ef7\u6743\u98ce\u9669\uff1aHynix \u7684 HBM \u4ea7\u7ebf\u5df2\u6570\u4e2a\u5b63\u5ea6\u4f9b\u4e0d\u5e94\u6c42\uff0c\u7ba1\u7406\u5c42\u6307\u51fa\u5373\u5c06\u5230\u6765\u7684\u5468\u671f\u4e2d DRAM\u3001NAND \u548c HBM \u4ea7\u80fd\u57fa\u672c\u5df2\u88ab\u9884\u5b9a\u3002\u8fd9\u6837\u7684\u7a00\u7f3a\u6027\u652f\u6491\u4e86\u80a1\u6743\u6545\u4e8b\uff1a\u516c\u53f8\u5728 HBM \u826f\u7387\u548c\u5806\u6808\u590d\u6742\u5ea6\u4e0a\u5df2\u8d85\u8d8a\u5bf9\u624b\uff0c\u5e76\u5217\u5728\u65d7\u8230 AI \u5e73\u53f0\u7684\u9996\u9009\u4f9b\u5e94\u5546\u540d\u5355\u4e2d\u3002\u6295\u8d44\u8005\u4f1a\u95ee\uff0c\u8fd9\u79cd\u7a00\u7f3a\u6027\u662f\u5426\u80fd\u652f\u6491\u66f4\u9ad8\u7684\u957f\u671f\u4ef7\u683c\uff0c\u6216\u4f1a\u5728\u7ade\u4e89\u5bf9\u624b\u989d\u5916\u8282\u70b9\u6295\u4ea7\u540e\u6d88\u9000\u3002\u4f9b\u5e94\u94fe\u6d41\u4f20\u7684\u62a5\u544a\u663e\u793a\uff0c\u5bf9\u4e0b\u4e00\u4ee3 HBM \u6709\u6fc0\u8fdb\u7684\u5b9a\u4ef7\u96c4\u5fc3\uff0c\u7406\u7531\u662f\u66f4\u9ad8\u7684\u6210\u672c\u548c\u6027\u80fd\u63d0\u5347\u3002\u4f46\u4ece Nvidia (NVDA) \u5230\u4e3b\u8981\u4e91\u4e70\u5bb6\uff0c\u5ba2\u6237\u81ea\u8eab\u4e5f\u6709\u7b79\u7801\u3002\u4efb\u4f55\u8d85\u8d8a\u5e95\u7ebf\u7684\u8ff9\u8c61\u90fd\u53ef\u80fd\u52a0\u901f\u7b2c\u4e8c\u6765\u6e90\u6216\u6280\u672f\u8f6c\u5411\uff0c\u5c24\u5176\u662f\u5728 Micron \u548c Samsung \u63a8\u8fdb\u5176 HBM \u8def\u7ebf\u56fe\u7684\u60c5\u51b5\u4e0b\u3002\u4e0a\u5e02\u53d9\u4e8b\u9700\u8981\u53d6\u5f97\u5e73\u8861\uff1a\u5c55\u793a\u4ef7\u683c\u7eaa\u5f8b\u6027\uff0c\u540c\u65f6\u4e0d\u5f15\u53d1\u5ba2\u6237\u5f3a\u70c8\u53cd\u5f39\u3002<\/p>\n
\u6cbb\u7406\u3001\u7a00\u91ca\u4e0e\u56de\u8d2d\u7684\u9f13\u58f0\uff1a\u97e9\u56fd\u516c\u53f8\u6cbb\u7406\u8bba\u575b\u53cd\u5bf9\u4e3a\u7f8e\u56fd\u4e0a\u5e02\u53d1\u884c\u65b0\u80a1\uff0c\u8b66\u544a\u7a00\u91ca\u95ee\u9898\uff0c\u5e76\u8ba4\u4e3a Hynix \u5728\u8d44\u672c\u652f\u51fa\u548c\u7814\u53d1\u540e\u80fd\u6536\u83b7\u8db3\u591f\u73b0\u91d1\u4ee5\u8d44\u52a9\u6269\u5f20\u3002\u56fd\u5185\u57fa\u91d1\u7ecf\u7406\u50ac\u4fc3\u516c\u53f8\u4f18\u5148\u8fdb\u884c 10% \u81f3 15% \u7684\u56de\u8d2d\uff0c\u5e76\u5c06\u56de\u8d2d\u80a1\u4efd\u7528\u4e8e\u7f8e\u56fd\u53d1\u884c\u3002\u8fd9\u662f\u4efb\u4f55\u53cc\u5e02\u573a\u6218\u7565\u5185\u7684\u5f20\u529b\uff1a\u5728\u7b79\u96c6\u5ec9\u4ef7\u589e\u957f\u8d44\u672c\u7684\u540c\u65f6\u7ba1\u7406\u80a1\u672c\u56de\u62a5\u7387\u7684\u8868\u8c61\u4e0e\u80a1\u4e1c\u4fe1\u4efb\u3002\u5bf9\u5168\u7403\u6295\u8d44\u8005\u800c\u8a00\uff0c\u7ed3\u6784\u5c06\u662f\u4e00\u4e2a\u4fe1\u53f7\u3002\u4f7f\u7528\u73b0\u6709\u80a1\u4efd\u7684\u4e8c\u6b21\u53d1\u552e\u9650\u5236\u7a00\u91ca\u4e14\u66f4\u4e3a\u5e72\u51c0\uff1b\u9996\u6b21\u516c\u5f00\u52df\u80a1\uff08primary raise\uff09\u6700\u5927\u5316\u4ea7\u80fd\u8d44\u91d1\u4f46\u82e5\u6295\u8d44\u8005\u62c5\u5fc3\u65e0\u4f11\u6b62\u7684\u8d44\u672c\u652f\u51fa\u5468\u671f\u5219\u53ef\u80fd\u5bfc\u81f4\u4f30\u503c\u4e0b\u8c03\u3002\u516c\u53f8\u7684\u4fdd\u5bc6\u7533\u62a5\u4e3a\u8c03\u6574\u89c4\u6a21\u548c\u7ed3\u6784\u4ee5\u9002\u5e94\u5e02\u573a\u6761\u4ef6\u4e89\u53d6\u65f6\u95f4\uff0c\u4f46\u4e5f\u63d0\u9ad8\u4e86\u5728\u8def\u6f14\u524d\u63d0\u4f9b\u660e\u786e\u8d44\u672c\u914d\u7f6e\u6307\u5f15\u7684\u8981\u6c42\u3002<\/p>\n
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