{"id":634873,"date":"2026-05-04T03:16:48","date_gmt":"2026-05-04T10:16:48","guid":{"rendered":"https:\/\/nai500.com\/?p=634873"},"modified":"2026-05-04T03:16:48","modified_gmt":"2026-05-04T10:16:48","slug":"sk-hynix-000660-ks-samsung-005930-ks-mu-nvda","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hans\/blog\/2026\/05\/sk-hynix-000660-ks-samsung-005930-ks-mu-nvda\/","title":{"rendered":"SK Hynix 000660.KS \u98d9\u5347\uff1bSamsung 005930.KS\u3001MU\u3001NVDA \u8df3\u52a8"},"content":{"rendered":"

AI \u662f\u77ed\u6682\u7684\u7cd6\u5206\u523a\u6fc0\uff0c\u8bb0\u5fc6\u4f53\u662f\u7cd6\u679c\u8d27\u67b6\u3002\u5728\u8fc7\u53bb\u516b\u5c0f\u65f6\u5185\uff0c\u968f\u7740\u7f8e\u56fd\u79d1\u6280\u5de8\u5934\u52a0\u7801\u5728 AI \u6570\u636e\u4e2d\u5fc3\u7684\u652f\u51fa\u8ba1\u5212\uff0c\u534a\u5bfc\u4f53\u5c4f\u5e55\u5168\u9762\u70b9\u4eae\u3002SK Hynix \u5728\u5916\u8d44\u4e70\u76d8\u63a8\u52a8\u4e0b\u521b\u4e0b\u7eaa\u5f55\uff0cSamsung \u5728\u7f62\u5de5\u566a\u97f3\u4e0b\u4ecd\u501f\u52bf\u4e0a\u884c\uff0c\u7f8e\u56fd\u540c\u884c\u53d7\u518d\u5b9a\u4ef7\u9884\u671f\u5e26\u52a8\u51fa\u73b0\u8054\u52a8\u4e70\u76d8\u2014\u2014\u5e02\u573a\u628a\u82af\u7247\u5468\u671f\u91cd\u65b0\u4f30\u503c\u4e3a\u66f4\u957f\u3001\u66f4\u80a5\u7684\u4e00\u8f6e\u3002<\/p>\n

AI \u6570\u636e\u4e2d\u5fc3\u8d44\u672c\u652f\u51fa\u5c06\u8bb0\u5fc6\u4f53\u53d8\u6210\u74f6\u9888\u4ea4\u6613<\/h3>\n

\u5f53\u8d85\u7ea7\u89c4\u6a21\u4e91\u5382\u8bf4\u8981\u82b1\u94b1\u65f6\uff0c\u8bb0\u5fc6\u4f53\u5382\u5546\u8868\u793a\u611f\u8c22\u3002\u56db\u5927\u7f8e\u56fd\u79d1\u6280\u5de8\u5934\u5747\u6697\u793a\u4eca\u5e74\u5728 AI \u4e0a\u7684\u652f\u51fa\u5c06\u8d85\u8fc7\u5408\u8ba1 7,000 \u4ebf\u7f8e\u5143\uff0c\u9ad8\u4e8e\u5927\u7ea6 6,000 \u4ebf\u7f8e\u5143\uff0cMicrosoft \u548c Meta \u63d0\u5347\u8d44\u672c\u8ba1\u5212\uff0cAmazon \u76f4\u8a00\u8bb0\u5fc6\u4f53\u6210\u672c\u5df2\u201c\u98d9\u5347\u201d\u3002\u97e9\u56fd\u592e\u884c\u4e5f\u4e0e\u5e02\u573a\u6a21\u578b\u4ea7\u751f\u5171\u9e23\uff1a\u8fd9\u8f6e\u82af\u7247\u4e0a\u884c\u6bd4\u4e0a\u4e00\u6b21\u66f4\u5177\u6301\u4e45\u6027\u3002\u8db3\u4ee5\u628a SK Hynix \u63a8\u5411\u5386\u53f2\u9ad8\u70b9\u5e76\u5e26\u52a8 Samsung \u4e0a\u6da8\uff0c\u5c3d\u7ba1\u6c34\u539f\u5e02\u4e0a\u7a7a\u4ecd\u6709\u52b3\u5de5\u7d27\u5f20\u60c5\u7eea\u3002\u518d\u52a0\u4e0a\u6700\u8fd1\u62a5\u9053\u97e9\u56fd\u4e24\u5927\u5382\u5df2\u8fbe\u6210\u521d\u6b65\u534f\u8bae\uff0c\u53ef\u80fd\u4e3a OpenAI \u7684 Stargate \u9879\u76ee\u4f9b\u8d27\uff0c\u8bb0\u5fc6\u4f53\u7d27\u7f29\u53d9\u4e8b\u53ea\u4f1a\u66f4\u7d27\u3002\u7ed3\u679c\u662f\uff1a\u4eca\u5929\u534a\u5bfc\u4f53\u4ea4\u6613\u4e2d\u6700\u6d3b\u8dc3\u7684\u677f\u5757\u6b63\u597d\u843d\u5728 HBM \u53ca\u4e0e\u4e3a Nvidia \u52a0\u901f\u5668\u4f9b\u6599\u76f8\u5173\u7684\u4e00\u5207\u3002<\/p>\n

\u8fc7\u53bb\u516b\u5c0f\u65f6\u5185\u5173\u6ce8\u7684\u4e3b\u8981\u534a\u5bfc\u4f53\u4e2a\u80a1<\/h3>\n

\u8fd9\u662f\u4e00\u4e2a\u6210\u4ea4\u91cf\u548c\u5173\u6ce8\u5ea6\u5e76\u91cd\u7684\u6545\u4e8b\uff0c\u4e5f\u548c\u4ef7\u683c\u76f8\u5173\u3002\u97e9\u56fd\u8bb0\u5fc6\u4f53\u5728\u5267\u70c8\u6ce2\u52a8\u4e0a\u9886\u5148\uff0c\u800c\u7f8e\u56fd\u9f99\u5934\u5219\u56e0\u4ea4\u6613\u5458\u5728\u62bc\u6ce8\u8c01\u80fd\u6700\u5927\u53d7\u76ca\u4e8e\u8d85\u989d AI \u8d44\u672c\u652f\u51fa\u3001\u53c8\u8c01\u4f1a\u56e0\u540c\u4e00\u74f6\u9888\u53d7\u635f\u65f6\u83b7\u5f97\u8d44\u91d1\u6d41\u5165\u800c\u53d7\u5173\u6ce8\u3002\u4ee5\u4e0b\u662f\u4e94\u4e2a\u91cd\u8981\u540d\u5b57\u3002<\/p>\n

1) SK Hynix 000660.KS<\/h3>\n

\u5173\u6ce8\u539f\u56e0\uff1a\u5728\u7f8e\u56fd Big Tech \u4f20\u51fa\u5c06\u52a0\u91cd AI \u6570\u636e\u4e2d\u5fc3\u652f\u51fa\u540e\uff0c\u5916\u8d44\u4e70\u76d8\u63a8\u52a8\u5176\u521b\u7eaa\u5f55\u5f39\u5347\u3002\u8fd1\u671f\u4e1a\u7ee9\u5f3a\u52b2\u5f3a\u5316\u4e86\u8fd9\u4e00\u70b9\uff0c\u53d7 HBM \u9700\u6c42\u9a71\u52a8\uff0c\u8425\u4e1a\u5229\u6da6\u540c\u6bd4\u6fc0\u589e\u4e09\u4f4d\u6570\uff1b\u53e6\u6709\u62a5\u9053\u79f0\u5df2\u5c31 OpenAI \u7684 Stargate \u9879\u76ee\u8fbe\u6210\u65e9\u671f\u4f9b\u8d27\u534f\u8bae\u3002Amazon \u5bf9\u8bb0\u5fc6\u4f53\u6da8\u4ef7\u7684\u516c\u5f00\u62b1\u6028\uff0c\u53cd\u800c\u6210\u4e3a Hynix \u5b9a\u4ef7\u80fd\u529b\u7684\u514d\u8d39\u5ba3\u4f20\u3002\u4ea4\u6613\u7279\u5f81\uff1a\u6536\u76d8\u4e0a\u6da8\u7ea6 12.5%\uff0c\u81f3 1,447,000 \u97e9\u5143\uff0c\u521b\u65b0\u9ad8\uff0c\u6210\u4ea4\u91cf\u76f8\u8f83\u8fd1\u671f\u4f1a\u8bdd\u660e\u663e\u653e\u5927\uff0c\u76d8\u540e\u5728\u5168\u7403\u62a5\u4ef7\u4e2d\u4ecd\u89c1\u6301\u7eed\u5174\u8da3\u3002Hynix \u4ecd\u662f HBM \u7684\u9886\u5934\u7f8a\uff0c\u4ea7\u80fd\u7d27\u5f20\u4e14\u5e73\u5747\u552e\u4ef7\uff08ASP\uff09\u8d8b\u52bf\u4ee4\u4eba\u7fa1\u6155\u3002\u5173\u952e\u7ed3\u8bba\uff1a\u5b83\u662f AI \u8d35\u5bbe\u5385\u95e8\u53e3\u7684\u4fdd\u9556\u3002\u53ea\u8981 HBM \u4fdd\u6301\u7a00\u7f3a\u4e14\u8d85\u7ea7\u89c4\u6a21\u4e91\u5382\u7ee7\u7eed\u5199\u51fa\u66f4\u5927\u7684\u652f\u7968\uff0cHynix \u5bf9\u4ef7\u683c\u4e0e\u4ea7\u54c1\u7ec4\u5408\u7684\u6760\u6746\u6548\u5e94\u5c31\u80fd\u7ef4\u6301\u3002\u5173\u6ce8\u4e0b\u4ee3 HBM3E \u7684\u4ea7\u80fd\u6269\u5f20\u4e0e\u826f\u7387\uff1b\u90a3\u662f\u552f\u4e00\u80fd\u964d\u6e29\u8fd9\u6ce2\u884c\u60c5\u7684\u6f5c\u5728\u7eca\u811a\u77f3\u3002<\/p>\n

2) Samsung Electronics 005930.KS<\/h3>\n

\u5173\u6ce8\u539f\u56e0\uff1a\u5728\u76f8\u540c\u7684 AI \u652f\u51fa\u53d9\u4e8b\u4e0b\u7684\u8054\u52a8\u6027\u8d70\u5f3a\uff0c\u5e76\u6709\u8ff9\u8c61\u663e\u793a\u53c2\u4e0e OpenAI \u7684 Stargate \u9879\u76ee\uff0c\u4f46\u540c\u65f6\u53d7\u5230\u6f5c\u5728\u7f62\u5de5\u9634\u5f71\u7684\u5236\u7ea6\u2014\u2014\u5de5\u4f1a\u5316\u5458\u5de5\u8981\u6c42\u5728 AI \u9a71\u52a8\u5229\u6da6\u4e2d\u5206\u5f97\u66f4\u5927\u4e00\u5757\u3002\u5e02\u573a\u542c\u5230\u97e9\u56fd\u592e\u884c\u5bf9\u66f4\u957f\u5468\u671f\u7684\u4fe1\u53f7\uff0c\u7ed9\u4e88 Samsung \u4e00\u5b9a\u8ba4\u53ef\uff0c\u5c3d\u7ba1\u5934\u6761\u65b0\u95fb\u6291\u5236\u4e86\u72c2\u70ed\u60c5\u7eea\u3002\u4ea4\u6613\u7279\u5f81\uff1a\u4e0a\u6da8\u7ea6 5.4%\uff0c\u843d\u540e\u4e8e Hynix \u4f46\u660e\u663e\u8dd1\u8d62\u5927\u76d8\u3002\u4f5c\u4e3a\u97e9\u56fd\u7684\u6d41\u52a8\u6027\u78c1\u77f3\uff0c\u662f ETF \u914d\u7f6e\u7684\u9996\u9009\u4e4b\u4e00\uff0c\u65e2\u6709\u8bb0\u5fc6\u4f53\u4e5f\u6709\u4ee3\u5de5\u4e24\u5927\u5229\u5668\u53ef\u5728 AI \u9700\u6c42\u4f20\u5bfc\u81f3 HBM \u4e0e\u5148\u8fdb\u5c01\u88c5\u65f6\u62e8\u52a8\u3002\u5173\u952e\u7ed3\u8bba\uff1a\u53cc\u5f15\u64ce\u3001\u5355\u5934\u75bc\u3002AI \u987a\u98ce\u786e\u5b9e\u5b58\u5728\uff0c\u4f46\u5728 HBM \u6269\u4ea7\u4e0e\u52b3\u8d44\u8c08\u5224\u4e0a\u7684\u6267\u884c\u98ce\u9669\uff0c\u4f7f\u5176\u56de\u62a5\u4e0e\u98ce\u9669\u6bd4\u6ca1\u6709 Hynix \u90a3\u4e48\u5355\u8fb9\uff0c\u81f3\u5c11\u5728\u77ed\u671f\u5185\u5982\u6b64\u3002\u5982\u679c\u7ba1\u7406\u5c42\u80fd\u5728\u5de5\u8d44\u95ee\u9898\u4e0a\u627e\u5230\u5e73\u8861\u5e76\u52a0\u901f HBM3E \u7684\u722c\u5761\uff0c\u5411\u4e0a\u7a7a\u95f4\u4ecd\u5728\u3002<\/p>\n

3) Micron Technology MU<\/h3>\n

\u5173\u6ce8\u539f\u56e0\uff1a\u7f8e\u56fd\u5e02\u573a\u4e0a\u5bf9 HBM \u53d9\u4e8b\u7684\u8bb0\u5fc6\u4f53\u4ee3\u8868\u3002\u968f\u7740 Microsoft \u548c Meta \u627f\u8bfa\u66f4\u591a\u8d44\u672c\u652f\u51fa\uff0cAmazon \u5c06\u8bb0\u5fc6\u4f53\u63cf\u8ff0\u4e3a\u6210\u672c\u95ee\u9898\uff0c\u4ea4\u6613\u5458\u5bfb\u6c42\u56fd\u5185\u53d7\u76ca\u6807\u7684\u3002\u6700\u8fd1\u51e0\u4e2a\u5b63\u5ea6\u5df2\u8bc1\u5b9e DRAM \u4ef7\u683c\u6539\u5584\uff1b\u95ee\u9898\u5728\u4e8e HBM \u591a\u5feb\u80fd\u5728\u4ea7\u54c1\u7ec4\u5408\u548c\u5229\u6da6\u4e2d\u53d8\u5f97\u91cd\u8981\u3002\u4ea4\u6613\u7279\u5f81\uff1a\u5728\u4eca\u5929\u53d7\u5173\u6ce8\u7684\u7f8e\u56fd\u534a\u5bfc\u4f53\u4e2d\u540d\u5217\u524d\u8305\uff0c\u56e0\u8d44\u91d1\u8f6c\u5411\u6760\u6746\u4e8e DRAM \u5f39\u6027\u7684\u540d\u5b57\u3002\u968f\u7740\u5934\u6761\u51fa\u73b0\uff0c\u6210\u4ea4\u91cf\u653e\u5927\uff0c\u76d8\u540e\u5ef6\u7eed\u6027\u5174\u8da3\u4e5f\u5728\u589e\u52a0\uff0c\u6295\u8d44\u8005\u5728\u4e3a AI \u652f\u51fa\u540e\u7684\u8ddf\u8fdb\u5e03\u5c40\u3002MU \u4ecd\u50cf\u4e2a\u5468\u671f\u80a1\u4ea4\u6613\uff0c\u4f46 HBM \u542b\u91cf\u4e3a\u5176\u63d0\u4f9b\u4e86\u7ed3\u6784\u6027\u5347\u7ea7\u8def\u5f84\u3002\u5173\u952e\u7ed3\u8bba\uff1a\u8ffd\u8d76\u7684\u53ef\u9009\u6027\u3002\u5982\u679c HBM \u4ea7\u80fd\u7d27\u5f20\u6301\u7eed\u4e14 Micron \u8fbe\u6210 HBM3E \u8def\u7ebf\u56fe\uff0cASP \u4e0e\u6bdb\u5229\u53ef\u80fd\u8d85\u51fa\u4fdd\u5b88\u6a21\u578b\u3002\u98ce\u9669\u662f Micron \u7684\u8001\u95ee\u9898\uff1a\u82e5\u4f9b\u5e94\u6062\u590d\u6216\u8d85\u7ea7\u89c4\u6a21\u4e91\u5382\u5728\u5e74\u672b\u653e\u6162\u8ba2\u5355\uff0c\u5b9a\u4ef7\u70ed\u5ea6\u53ef\u80fd\u8fc5\u901f\u964d\u6e29\u3002<\/p>\n

4) Nvidia NVDA<\/h3>\n

\u5173\u6ce8\u539f\u56e0\uff1aHBM \u7684\u6700\u5927\u4e70\u5bb6\u4e0d\u9700\u8981\u65b0\u95fb\u7a3f\u5c31\u80fd\u63a8\u52a8\u80a1\u4ef7\u3002\u8d85\u7ea7\u89c4\u6a21\u4e91\u5382\u7684\u8d44\u672c\u5f00\u652f\u6307\u5f15\u53ef\u76f4\u63a5\u4f20\u5bfc\u5230 DGX\u3001HGX \u4ee5\u53ca Jensen \u5c06\u516c\u5e03\u7684\u4e0b\u4e00\u4ee3\u5e73\u53f0\u3002\u7ea6\u675f\u5e76\u975e\u79d8\u5bc6\uff1aHBM\u3002\u5f53 Amazon \u544a\u8bc9\u4f60\u8bb0\u5fc6\u4f53\u662f\u74f6\u9888\u65f6\uff0c\u4f60\u4f1a\u76f4\u89c6 Nvidia \u7684\u4f9b\u5e94\u94fe\uff0c\u60f3\u77e5\u9053\u672c\u5b63\u5ea6\u5b83\u7a76\u7adf\u80fd\u4ea4\u4ed8\u591a\u5c11\u52a0\u901f\u5668\u3002\u4ea4\u6613\u7279\u5f81\uff1a\u4ecd\u662f\u5e02\u573a\u671f\u6743\u8d44\u91d1\u6d41\u7684\u78c1\u77f3\uff0c\u4efb\u4f55\u5173\u4e8e\u4f9b\u5e94\u53ef\u7528\u6027\u3001\u4ea4\u4ed8\u5468\u671f\u548c\u4e0b\u4e00\u4ee3\u722c\u5761\u7684\u4fe1\u53f7\u90fd\u4f1a\u5de6\u53f3\u5e02\u573a\u60c5\u7eea\u3002\u80a1\u4ef7\u5728\u8d44\u672c\u9884\u7b97\u4e0a\u5347\u65f6\u5e38\u5148\u53cd\u5e94\u3001\u540e\u63d0\u95ee\uff0c\u4f46\u8bb0\u5fc6\u4f53\u7d27\u5f20\u53ef\u80fd\u9650\u5236\u51fa\u8d27\u5355\u4f4d\u6570\u5e26\u6765\u7684\u4e0a\u884c\u3002\u5173\u952e\u7ed3\u8bba\uff1a\u4e89\u8bba\u70b9\u4e0d\u662f\u9700\u6c42\uff0c\u800c\u662f\u541e\u5410\u91cf\u3002\u591a\u5934\u8bba\u70b9\u4f9d\u65e7\u5f3a\u70c8\uff0c\u4f46\u989d\u5916\u7684\u4e0a\u884c\u53d6\u51b3\u4e8e\u6765\u81ea\u97e9\u56fd\u7684 HBM \u914d\u989d\u3001\u4ee3\u5de5\u4f19\u4f34\u7684\u5c01\u88c5\u541e\u5410\u80fd\u529b\uff0c\u4ee5\u53ca\u751f\u6001\u7cfb\u7edf\u591a\u5feb\u8f6c\u5411\u6bcf\u6d6e\u70b9\u9700\u6c42\u66f4\u4f4e\u8bb0\u5fc6\u4f53\u7684\u67b6\u6784\u3002<\/p>\n

5) Taiwan Semiconductor Manufacturing Co TSM<\/h3>\n

\u5173\u6ce8\u539f\u56e0\uff1aAI \u7684\u4ee3\u5de5\u5fc3\u810f\u3002\u968f\u7740\u8d85\u7ea7\u89c4\u6a21\u4e91\u5382\u5f00\u542f\u94b1\u5305\uff0cTSM \u7684\u5148\u8fdb\u5236\u7a0b\u548c CoWoS \u5c01\u88c5\u4ea7\u80fd\u6210\u4e3a\u4ece Nvidia \u5230\u5b9a\u5236\u7845\u9879\u76ee\u7684\u5173\u952e\u9650\u5236\u9879\u3002\u968f\u7740 AI \u5efa\u8bbe\u4ece\u8ba1\u7b97\u6269\u5c55\u5230\u7f51\u7edc\u548c\u8bb0\u5fc6\u4f53\uff0cTSM \u4ecd\u5c45\u4e2d\u5fc3\u4f4d\u7f6e\u3002\u4ea4\u6613\u7279\u5f81\uff1a\u968f\u7740\u6295\u8d44\u8005\u5c06\u66f4\u5927\u8d44\u672c\u5f00\u652f\u6620\u5c04\u5230 3nm \u7684\u6301\u7eed\u5229\u7528\u7387\u548c\u5148\u8fdb\u5c01\u88c5\u6269\u5f20\u4e0a\uff0cADR \u51fa\u73b0\u91cd\u65b0\u5173\u6ce8\u3002\u8be5\u540d\u5728\u5730\u7f18\u653f\u6cbb\u98ce\u9669\u4e0a\u627f\u8f7d\u6ea2\u51fa\u6027\u6ce2\u52a8\uff0c\u4f46\u5728\u8fd0\u8425\u4e0a\u4ecd\u662f\u6301\u6709\u9ad8\u7aef\u534a\u5bfc\u4f53\u541e\u5410\u7387\u6700\u53ef\u9760\u7684\u65b9\u5f0f\u3002\u5173\u952e\u7ed3\u8bba\uff1a\u4ea7\u80fd\u5c31\u662f\u8d27\u5e01\u3002\u5982\u679c AI \u652f\u51fa\u771f\u6b63\u8d85\u8d8a\u4ee5\u5f80\u9884\u7b97\uff0cTSM \u7684\u74f6\u9888\u5c06\u4ece\u5236\u7a0b\u8282\u70b9\u8f6c\u5411\u5c01\u88c5\uff0c\u90a3\u91cc\u867d\u5728\u6269\u5f20\u4f46\u4e0d\u662f\u65e0\u9650\u7684\u3002\u5f53\u6295\u8d44\u8005\u76f8\u4fe1\u8fd9\u4e9b\u4ea7\u80fd\u6269\u5f20\u5c06\u4fdd\u6301\u7d27\u4fcf\u4e14\u6709\u4ef7\u683c\u652f\u6491\uff08\u800c\u975e\u677e\u6563\u4e14\u95f2\u7f6e\uff09\u65f6\uff0c\u80a1\u7968\u8868\u73b0\u5408\u7406\u3002<\/p>\n

\u6295\u8d44\u8005\u89c6\u89d2<\/h3>\n

\u672c\u6b21\u4ea4\u6613\u9636\u6bb5\u5e76\u975e\u5173\u4e8e\u5de7\u5999\u7684\u9009\u80a1\uff0c\u800c\u662f\u8bc6\u522b\u74f6\u9888\u70b9\u3002\u5e02\u573a\u5956\u52b1\u90a3\u4e9b\u63a7\u5236 HBM \u4f9b\u7ed9\u5e76\u80fd\u628a\u8d85\u7ea7\u89c4\u6a21\u4e91\u5382\u9884\u7b97\u8f6c\u5316\u4e3a\u5df2\u51fa\u8d27\u7845\u7247\u7684\u516c\u53f8\u3002SK Hynix \u662f\u6700\u76f4\u63a5\u7684\u8868\u8fbe\uff0cSamsung \u5219\u662f\u66f4\u590d\u6742\u7684\u8fd1\u4eb2\uff0c\u7f8e\u56fd\u4ee3\u7406\u6807\u7684\u5438\u7eb3\u4e86\u5176\u4f59\u8d44\u91d1\u3002\u6563\u6237\u5174\u8da3\u5df2\u88ab\u6ce8\u610f\u5230\uff0c\u70ed\u95e8\u4ee3\u7801\u5728\u60c5\u7eea\u5de5\u5177\u4e0a\u95ea\u73b0\uff0c\u4f46\u5185\u90e8\u4eba\u60c5\u7eea\u7b5b\u67e5\u504f\u8c28\u614e\uff0c\u8fd9\u63d0\u9192\u6211\u4eec\u8fd9\u4ecd\u662f\u4e00\u4e2a\u6ce2\u52a8\u4e14\u8d44\u91d1\u5bc6\u96c6\u7684\u5468\u671f\u3002\u5c0a\u91cd\u4e0a\u884c\u8d8b\u52bf\uff0c\u4f46\u628a\u773c\u775b\u76ef\u5728\u7ba1\u9053\u4e0a\uff1aHBM \u826f\u7387\u3001\u5c01\u88c5\u4ea4\u671f\uff0c\u4ee5\u53ca Big Tech \u5728\u8d44\u672c\u652f\u51fa\u8bc4\u8bba\u4e2d\u7684\u4efb\u4f55\u52a8\u6447\u3002\u5728\u4ea7\u4e1a\u94fe\u5185\u90e8\u8fdb\u884c\u591a\u5143\u5316\uff0c\u8ba9\u74f6\u9888\uff08\u800c\u975e\u53e3\u53f7\uff09\u51b3\u5b9a\u4ed3\u4f4d\u5927\u5c0f\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"

\u5728\u7f8e\u570b\u79d1\u6280\u5de8\u982d\u516c\u5e03 AI \u6578\u64da\u4e2d\u5fc3\u6295\u8cc7\u8a08\u5283\u5f8c\uff0c\u534a\u5c0e\u9ad4\u5e02\u5834\u98c6\u5347\u2014\u2014\u5728\u91cd\u65b0\u5b9a\u50f9\u7684\u6676\u7247\u9031\u671f\u4e2d\uff0cSK Hynix \u5275\u4e0b\u65b0\u9ad8\u3001Samsung \u5118\u7ba1\u52de\u8cc7\u7dca\u5f35\u4ecd\u4e0a\u63da\uff0c\u7f8e\u570b\u540c\u696d\u5982 Micron \u548c Nvidia \u4e5f\u8ddf\u9032\uff0c\u51f8\u986f\u8a18\u61b6\u9ad4\u5728\u79d1\u6280\u7522\u696d\u4e2d\u7684\u95dc\u9375\u5730\u4f4d\u3002<\/p>\n","protected":false},"author":50,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":"","_links_to":"","_links_to_target":""},"categories":[424],"tags":[730,2387,816],"class_list":["post-634873","post","type-post","status-publish","format-standard","hentry","category-companies-zh-hans","tag-730","tag-ai-sch","tag-816"],"acf":[],"_links":{"self":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts\/634873","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\/50"}],"replies":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/comments?post=634873"}],"version-history":[{"count":1,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts\/634873\/revisions"}],"predecessor-version":[{"id":634880,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts\/634873\/revisions\/634880"}],"wp:attachment":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/media?parent=634873"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/categories?post=634873"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/tags?post=634873"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}