\u8fd1\u671f\u534a\u5bfc\u4f53\u677f\u5757\u6210\u4e3a\u5e02\u573a\u6700\u70ed\u95e8\u7684\u8d5b\u9053\uff0c\u5176\u4e2d\u5b58\u50a8\u82af\u7247\u677f\u5757\u501f\u7740 AI \u4e1c\u98ce\u8868\u73b0\u5c24\u4e3a\u7a81\u51fa\u3002\u97e9\u56fd\u5b58\u50a8\u5de8\u5934 SK \u6d77\u529b\u58eb\uff08000660.KS\uff09\u8ba1\u5212\u5728\u7f8e\u56fd\u53d1\u884c\u89c4\u6a21\u7ea6 280 \u4ebf\u7f8e\u5143\u7684\u5b58\u6258\u51ed\u8bc1\uff08ADR\uff09\uff0c\u8fd9\u4e00\u6d88\u606f\u5f15\u53d1\u4e86\u5168\u884c\u4e1a\u8fde\u9501\u53cd\u5e94\uff0c\u6240\u6709\u548c\u9ad8\u5e26\u5bbd\u5185\u5b58\uff08HBM\uff09\u3001AI \u663e\u5361\u82af\u7247\uff08GPU\uff09\u6cbe\u8fb9\u7684\u516c\u53f8\uff0c\u90fd\u53d7\u5230\u4e86\u8d44\u91d1\u7684\u9ad8\u5ea6\u5173\u6ce8\u3002<\/p>\n
\u6253\u4e2a\u6bd4\u65b9\uff0c\u5982\u679c\u628a AI \u82af\u7247\u6bd4\u4f5c\u6dd8\u91d1\u70ed\u91cc\u6316\u91d1\u7684\u94f2\u5b50\uff0cHBM \u5c31\u662f\u51b3\u5b9a\u94f2\u5b50\u6027\u80fd\u597d\u574f\u7684\u6838\u5fc3\u94a2\u6750\u3002AI \u5927\u6a21\u578b\u7684\u8bad\u7ec3\u4e0d\u53ea\u662f\u6bd4\u62fc\u8ba1\u7b97\u80fd\u529b\uff0c\u66f4\u6781\u5ea6\u4f9d\u8d56\u5185\u5b58\u7684\u6570\u636e\u4f20\u8f93\u901f\u5ea6\uff0cHBM \u5c31\u662f\u4e13\u95e8\u4e3a AI \u573a\u666f\u6253\u9020\u7684\u9ad8\u7aef\u5185\u5b58\u3002\u5b83\u7684\u4ea7\u80fd\u6709\u591a\u5c11\uff0c\u76f4\u63a5\u51b3\u5b9a\u4e86\u9ad8\u7aef GPU \u80fd\u751f\u4ea7\u591a\u5c11\u3001AI \u7b97\u529b\u96c6\u7fa4\u80fd\u4ee5\u591a\u5feb\u7684\u901f\u5ea6\u6269\u5efa\u3002<\/p>\n
\u8fd9\u6b21\u5e02\u573a\u56f4\u7ed5 SK \u6d77\u529b\u58eb\u7684\u884c\u60c5\u6ce2\u52a8\uff0c\u91cd\u70b9\u4e0d\u5728\u5355\u5b63\u5ea6\u7684\u4e1a\u7ee9\u8d77\u4f0f\uff0c\u800c\u5728\u4e8e\u672a\u6765 1 \u5230 2 \u5e74\u91cc\uff0c\u8c01\u771f\u6b63\u638c\u63e1\u4e86 HBM \u7684\u4ea7\u80fd\u548c\u5b9a\u4ef7\u6743\u3002\u8fd9\u4e5f\u662f\u4e3a\u4ec0\u4e48\u8fd1\u671f\u6240\u6709\u70ed\u95e8\u7684\u534a\u5bfc\u4f53\u80a1\uff0c\u90fd\u88ab\u5f52\u5230\u4e86\u540c\u4e00\u4e2a\u9ad8\u5f39\u6027\u7684 AI \u5b58\u50a8\u4e3b\u9898\u91cc\u3002<\/p>\n
\u4f5c\u4e3a\u672c\u6b21\u4e8b\u4ef6\u7684\u4e3b\u89d2\uff0c\u8fd9\u7b14\u7ea6 280 \u4ebf\u7f8e\u5143\u7684 ADR \u53d1\u884c\uff0c\u76f8\u5f53\u4e8e\u7ed9\u7f8e\u56fd\u6295\u8d44\u8005\u5f00\u901a\u4e86\u4e00\u6761\u76f4\u63a5\u6295\u8d44\u7684\u4fbf\u6377\u901a\u9053 \u2014\u2014 \u4e0d\u7528\u8fdc\u8d74\u97e9\u56fd\u80a1\u5e02\uff0c\u5c31\u80fd\u4e70\u5165\u8fd9\u5bb6\u5168\u7403\u6700\u6838\u5fc3\u7684 HBM \u4f9b\u5e94\u5546\u3002\u76ee\u524d\u53d1\u884c\u9700\u6c42\u8fdc\u8d85\u4f9b\u7ed9\uff0c\u88ab\u8d85\u989d\u8ba4\u8d2d\u4e86\u6570\u500d\uff0c\u8db3\u89c1\u5e02\u573a\u5bf9 AI \u5b58\u50a8\u8d5b\u9053\u7684\u8ffd\u6367\u3002<\/p>\n
\u516c\u53f8\u4eca\u5e74\u80a1\u4ef7\u5df2\u7ecf\u5927\u5e45\u4e0a\u6da8\uff0c\u6da8\u5e45\u8fbe\u5230\u4e09\u4f4d\u6570\uff0c\u80cc\u540e\u6b63\u662f HBM \u5728 AI \u57fa\u5efa\u4e2d\u8d8a\u6765\u8d8a\u6838\u5fc3\u7684\u5730\u4f4d\u3002\u8fd9\u7b14\u52df\u96c6\u7684\u8d44\u91d1\u5c06\u4e3b\u8981\u7528\u4e8e\u6269\u4ea7\uff0c\u76ee\u6807\u662f\u672a\u6765\u5341\u5e74\u5c06 HBM \u4ea7\u91cf\u63d0\u5347\u4e09\u500d\uff0c\u7262\u7262\u5360\u636e\u8fd9\u4e2a AI \u7b97\u529b\u7684\u5173\u952e\u74f6\u9888\u4f4d\u7f6e\u3002\u81f3\u5c11\u5728\u5f53\u524d\u9636\u6bb5\uff0c\u5e02\u573a\u4f9b\u9700\u7684\u8bdd\u8bed\u6743\u7262\u7262\u638c\u63e1\u5728\u5356\u65b9\u624b\u91cc\u3002<\/p>\n
\u7f8e\u5149\u7684\u4e0a\u6da8\u5c5e\u4e8e\u5178\u578b\u7684\u677f\u5757\u60c5\u7eea\u5e26\u52a8\u3002HBM \u7684\u884c\u60c5\u4e0d\u4f1a\u53ea\u60e0\u53ca\u4e00\u5bb6\u5382\u5546\uff0c\u6574\u4e2a\u5b58\u50a8\u8d5b\u9053\u90fd\u4f1a\u88ab\u5e26\u8d77\u70ed\u5ea6\u3002\u7f8e\u5149\u6b63\u5728\u63a8\u8fdb HBM3E \u53ca\u4e0b\u4e00\u4ee3\u5c01\u88c5\u4ea7\u54c1\uff0c\u8bd5\u56fe\u62a2\u5360\u66f4\u591a\u5e02\u573a\u4efd\u989d\uff1b\u540c\u65f6\u884c\u4e1a\u666e\u904d\u8ba4\u4e3a\uff0cDRAM \u548c NAND \u95ea\u5b58\u7684\u4ef7\u683c\u4e0a\u6da8\u8d8b\u52bf\u4f1a\u5ef6\u7eed\u5230 2027 \u5e74\u3002<\/p>\n
\u5bf9\u7f8e\u56fd\u672c\u571f\u6295\u8d44\u8005\u6765\u8bf4\uff0c\u4e0d\u60f3\u914d\u7f6e\u6d77\u5916\u4e2a\u80a1\u7684\u8bdd\uff0c\u7f8e\u5149\u5c31\u662f\u5e03\u5c40 HBM \u884c\u60c5\u6700\u65b9\u4fbf\u7684\u672c\u571f\u6807\u7684\u3002\u53ea\u8981 AI \u670d\u52a1\u5668\u6301\u7eed\u653e\u91cf\u3001\u5b58\u50a8\u4ef7\u683c\u6301\u7eed\u6536\u7d27\uff0c\u7f8e\u5149\u5c31\u4f1a\u76f4\u63a5\u53d7\u76ca\u3002<\/p>\n
\u4f5c\u4e3a AI GPU \u9886\u57df\u7684\u7edd\u5bf9\u9f99\u5934\uff0c\u4e0a\u6e38\u4f9b\u5e94\u5546\u6269\u4ea7\u5bf9\u5b83\u6765\u8bf4\u662f\u660e\u786e\u5229\u597d\u3002\u5e02\u573a\u4e00\u76f4\u62c5\u5fc3 HBM \u7f3a\u8d27\u4f1a\u9650\u5236\u82f1\u4f1f\u8fbe\u7684 GPU \u4ea7\u91cf\uff0cSK \u6d77\u529b\u58eb\u5927\u4e3e\u6269\u4ea7\u7f13\u89e3\u4e86\u4f9b\u7ed9\u74f6\u9888\uff0c\u4e5f\u5c31\u652f\u6491\u4e86\u82f1\u4f1f\u8fbe\u7684\u4e1a\u7ee9\u9884\u671f\u548c\u4f30\u503c\u6c34\u5e73\u3002\u540c\u65f6\u82f1\u4f1f\u8fbe\u4e0b\u4e00\u4ee3\u82af\u7247\u5e73\u53f0\u5bf9\u9ad8\u7aef\u5185\u5b58\u7684\u4f9d\u8d56\u5ea6\u66f4\u9ad8\uff0c\u4f9b\u7ed9\u8ddf\u4e0a\u540e\uff0c\u4ea7\u54c1\u8fed\u4ee3\u7684\u8282\u594f\u4e5f\u4f1a\u66f4\u987a\u7545\u3002<\/p>\n
AMD \u5c5e\u4e8e\u95f4\u63a5\u53d7\u76ca\u7684 \u201c\u4e8c\u9636\u589e\u957f\u201d \u903b\u8f91\u3002\u6bcf\u4e00\u6761 AI \u5b58\u50a8\u6269\u4ea7\u7684\u65b0\u95fb\uff0c\u90fd\u5728\u4fa7\u9762\u5370\u8bc1 AMD \u7684 AI \u82af\u7247\u8def\u7ebf\u5177\u5907\u53ef\u884c\u6027\u3002HBM \u4ea7\u80fd\u63d0\u5347\u540e\uff0cAMD \u7684 AI \u52a0\u901f\u5361\u51fa\u8d27\u66f4\u6709\u4fdd\u969c\uff0c\u6295\u8d44\u8005\u4e5f\u4f1a\u5bf9\u5b83\u8ffd\u8d76\u884c\u4e1a\u9f99\u5934\u7684\u6545\u4e8b\u66f4\u6709\u8010\u5fc3\u3002\u4f46\u53cd\u8fc7\u6765\u4e5f\u80fd\u770b\u51fa\uff0c\u4efb\u4f55\u60f3\u6311\u6218\u82f1\u4f1f\u8fbe\u5730\u4f4d\u7684\u5382\u5546\uff0c\u90fd\u9700\u8981\u4e00\u5957\u8db3\u591f\u6210\u719f\u7cbe\u5bc6\u7684\u4f9b\u5e94\u94fe\uff0c\u95e8\u69db\u6781\u9ad8\u3002<\/p>\n
\u4e09\u661f\u662f\u5bb9\u6613\u88ab\u8fd9\u6b21\u70ed\u70b9\u63a9\u76d6\u7684 \u201c\u9690\u5f62\u5de8\u5934\u201d\u3002\u5c3d\u7ba1 SK \u6d77\u529b\u58eb\u62a2\u4e86\u7f8e\u56fd\u5e02\u573a\u7684\u98ce\u5934\uff0c\u4f46\u4e09\u661f\u4f9d\u7136\u662f\u5168\u7403\u5b58\u50a8\u82af\u7247\u7684\u4ea7\u91cf\u738b\u8005\uff0c\u4e5f\u5728\u52a0\u901f\u63a8\u8fdb\u81ea\u5df1\u7684 HBM \u6280\u672f\u8def\u7ebf\uff0c\u8bd5\u56fe\u593a\u56de\u5e02\u573a\u4efd\u989d\u3002\u5728\u97e9\u56fd\u5168\u529b\u6276\u6301 AI \u82af\u7247\u4ea7\u4e1a\u7684\u80cc\u666f\u4e0b\uff0c\u4e09\u661f\u4e0d\u4f1a\u653e\u4efb SK \u6d77\u529b\u58eb\u72ec\u4eab HBM \u7684\u9ad8\u5229\u6da6\u3002\u4e00\u65e6\u4e09\u661f\u542f\u52a8\u5927\u89c4\u6a21\u6269\u4ea7\uff0c2027-2029 \u5e74\u7684\u884c\u4e1a\u4f9b\u7ed9\u683c\u5c40\u5c31\u53ef\u80fd\u88ab\u5f7b\u5e95\u6539\u5199\u3002<\/p>\n
\u5b58\u50a8\u884c\u4e1a\u4e00\u76f4\u6709\u9c9c\u660e\u7684\u5468\u671f\u89c4\u5f8b\uff0c\u8fd9\u4e00\u8f6e\u4e5f\u4e0d\u4f8b\u5916\u3002<\/p>\n
\u5f53\u524d\u9636\u6bb5\uff0c\u4f9b\u7ed9\u8bdd\u8bed\u6743\u638c\u63e1\u5728\u5382\u5546\u624b\u91cc\uff0c\u884c\u4e1a\u666e\u904d\u9884\u8ba1\u4f9b\u9700\u7d27\u5f20\u7684\u683c\u5c40\u4f1a\u6301\u7eed\u5230 2027 \u5e74 \u2014\u2014 \u65b0\u4ea7\u80fd\u7684\u5efa\u8bbe\u901f\u5ea6\u8d76\u4e0d\u4e0a\u9700\u6c42\u589e\u957f\u3002\u4f46\u7b49\u5230\u8fd9\u4e00\u8f6e\u5de8\u989d\u6295\u8d44\u7684\u5de5\u5382\u9646\u7eed\u6295\u4ea7\uff0c2028 \u5e74\u5e95\u5de6\u53f3\u4f9b\u7ed9\u5c31\u4f1a\u660e\u663e\u5bbd\u677e\uff0c\u8fd9\u662f\u5b58\u50a8\u884c\u4e1a\u53cd\u590d\u4e0a\u6f14\u7684\u89c4\u5f8b\u3002\u6700\u5e38\u89c1\u7684\u6295\u8d44\u8bef\u533a\uff0c\u5c31\u662f\u628a\u5f53\u4e0b\u7684\u7f3a\u8d27\u5f53\u6210\u6c38\u4e45\u7684\u5e38\u6001\uff0c\u7b49\u4ea7\u80fd\u96c6\u4e2d\u91ca\u653e\u65f6\u624d\u540e\u77e5\u540e\u89c9\u3002\u5bf9\u4e8e\u719f\u6089\u5468\u671f\u7684\u6295\u8d44\u8005\u6765\u8bf4\uff0c\u8fd9\u7c7b\u884c\u60c5\u66f4\u9002\u5408\u987a\u52bf\u628a\u63e1\u4e0a\u6da8\u9636\u6bb5\uff0c\u800c\u975e\u76f2\u76ee\u957f\u671f\u6301\u6709\u3002<\/p>\n
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