{"id":484726,"date":"2024-01-24T23:04:06","date_gmt":"2024-01-25T07:04:06","guid":{"rendered":"https:\/\/nai500.com\/blog\/2024\/01\/%e8%bf%99%e4%b8%a4%e5%8f%aa%e6%9e%81%e5%85%b6%e4%be%bf%e5%ae%9c%e7%9a%84%e4%ba%ba%e5%b7%a5%e6%99%ba%e8%83%bd%e8%82%a1%e7%a5%a8%e6%9c%89%e6%9c%9b%e4%b8%8a%e6%b6%a8-95\/"},"modified":"2024-01-24T23:04:23","modified_gmt":"2024-01-25T07:04:23","slug":"%e9%80%99%e5%85%a9%e9%9a%bb%e6%a5%b5%e5%85%b6%e4%be%bf%e5%ae%9c%e7%9a%84%e4%ba%ba%e5%b7%a5%e6%99%ba%e8%83%bd%e8%82%a1%e7%a5%a8%e6%9c%89%e6%9c%9b%e4%b8%8a%e6%bc%b2-95","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hant\/blog\/2024\/01\/%e9%80%99%e5%85%a9%e9%9a%bb%e6%a5%b5%e5%85%b6%e4%be%bf%e5%ae%9c%e7%9a%84%e4%ba%ba%e5%b7%a5%e6%99%ba%e8%83%bd%e8%82%a1%e7%a5%a8%e6%9c%89%e6%9c%9b%e4%b8%8a%e6%bc%b2-95\/","title":{"rendered":"\u932f\u904e\u4e86\u82f1\u5049\u9054\uff1f\u9019\u5169\u96bb\u6975\u5176\u4fbf\u5b9c\u7684\u4eba\u5de5\u667a\u80fd\u80a1\u7968\u6709\u671b\u4e0a\u6f3295%"},"content":{"rendered":"

\u83ef\u723e\u8857\u9810\u8a08\uff0c\u9019\u5169\u96bb\u82af\u7247\u80a1\u5c07\u8207\u82f1\u5049\u9054\u4e00\u8d77\u5229\u7528\u4eba\u5de5\u667a\u80fd\u6a5f\u6703\uff0c\u76ee\u524d\u9019\u5169\u96bb\u82af\u7247\u80a1\u7684\u4ea4\u6613\u50f9\u683c\u9817\u5177\u5438\u5f15\u529b\u3002\u904e\u53bb\u4e00\u5e74\uff0c\u4eba\u5de5\u667a\u80fd\u7092\u4f5c\u63a8\u9ad8\u4e86\u82f1\u5049\u9054\u7684\u80a1\u50f9\uff1b\u7531\u65bc\u80fd\u5920\u8a13\u7df4\u5927\u578b\u4e14\u8907\u96dc\u7684\u4eba\u5de5\u667a\u80fd\u6a21\u578b\uff0c\u8a72\u516c\u53f8\u7684\u82af\u7247\u6709\u8457\u5de8\u5927\u9700\u6c42\u3002<\/p>\n

\u82f1\u5049\u9054\u80a1\u50f9\u5728\u904e\u53bb\u4e00\u5e74\u4e0a\u6f32\u4e86222%\u3002\u597d\u7684\u4e00\u9762\u662f\uff0c\u7531\u65bc\u670d\u52d9\u5668\u548c\u5176\u4ed6\u61c9\u7528\u7a0b\u5e8f\u4e2d\u90e8\u7f72\u7684\u4eba\u5de5\u667a\u80fd\u82af\u7247\u7684\u9700\u6c42\u4e0d\u65b7\u589e\u9577\uff0c\u82f1\u5049\u9054\u80a1\u7968\u4f3c\u4e4e\u80fd\u5920\u7dad\u6301\u4ee4\u4eba\u5370\u8c61\u6df1\u523b\u7684\u6f32\u52e2\u3002<\/p>\n

KeyBanc Capital Markets\u5206\u6790\u5e2bJohn Vinh\u6700\u8fd1\u5c07\u82f1\u5049\u9054\u76ee\u6a19\u80a1\u50f9\u5f9e650\u7f8e\u5143\u4e0a\u8abf\u81f3740\u7f8e\u5143\u3002\u5347\u7d1a\u5f8c\u7684\u76ee\u6a19\u50f9\u9810\u8a08\u8f03\u7576\u524d\u6c34\u5e73\u4e0a\u6f3230%\u3002\u7136\u800c\uff0c\u82f1\u5049\u9054\u4e26\u4e0d\u662f\u552f\u4e00\u4e00\u5bb6\u88abKeyBanc\u4e0a\u8abf\u76ee\u6a19\u50f9\u7684\u82af\u7247\u80a1\u3002\u8a72\u516c\u53f8\u9810\u8a08\u53e6\u5916\u5169\u5bb6\u82af\u7247\u88fd\u9020\u5546\uff0c\u5373Advanced Micro Devices (AMD)<\/a>\u548cMicron Technology (MU)<\/a>\uff0c\u5c07\u5f9e\u4eba\u5de5\u667a\u80fd\u61c9\u7528\u4e2d\u53d7\u76ca\u3002<\/p>\n

\u8b93\u6211\u5011\u770b\u770bKeyBanc\u5347\u7d1a\u9019\u4e9b\u82af\u7247\u80a1\u7968\u8a55\u7d1a\u7684\u539f\u56e0\u3002<\/p>\n

Advanced Micro Devices<\/h2>\n

Vinh\u5c07AMD\u7684\u76ee\u6a19\u50f9\u5f9e170\u7f8e\u5143\u63d0\u9ad8\u5230195\u7f8e\u5143\uff0c\u8f03\u7576\u524d\u6c34\u5e73\u4e0a\u6f3219%\u3002\u8a72\u5206\u6790\u5e2b\u6307\u51fa\uff0c\u6700\u8fd1\u7684\u4f9b\u61c9\u93c8\u6aa2\u67e5\u767c\u73fe\uff0c\u5c0dAMD\u670d\u52d9\u5668\u8655\u7406\u5668\u548c\u65b0\u63a8\u51fa\u7684\u4eba\u5de5\u667a\u80fd\u52a0\u901f\u5668\u7684\u9700\u6c42\u5f37\u52c1\u3002Vinh\u8868\u793a\uff0cAMD\u7684MI300\u7cfb\u5217\u4eba\u5de5\u667a\u80fd\u52a0\u901f\u5668\u52302024\u5e74\u53ef\u80fd\u6703\u7522\u751f80\u5104\u7f8e\u5143\u7684\u6536\u5165\uff0c\u5f9e\u4e4b\u524d\u4f30\u8a08\u7684\u589e\u957730\u5104\u7f8e\u5143\u8e8d\u5347\u81f3\u589e\u957740\u5104\u7f8e\u5143\u3002<\/p>\n

\u4e0d\u96e3\u770b\u51fa\u70ba\u4ec0\u9ebcKeyBanc\u5927\u5e45\u63d0\u9ad8\u4e86\u5c0dAMD\u4eca\u5e74AI\u82af\u7247\u92b7\u91cf\u7684\u9810\u671f\u3002AMD\u4e00\u76f4\u5728\u7a4d\u6975\u5c0b\u6c42\u52a0\u5f37\u4f9b\u61c9\u93c8\uff0c\u4ee5\u4fbf\u5728\u4eba\u5de5\u667a\u80fd\u82af\u7247\u5e02\u5834\u4e0a\u4f54\u64da\u4e00\u5e2d\u4e4b\u5730\u3002AMD\u7684\u4ee3\u5de5\u5408\u4f5c\u5925\u4f34\u53f0\u7a4d\u96fb\u9810\u8a08\uff0c\u52302024\u5e74\u5c07\u5148\u9032\u82af\u7247\u7684\u5c01\u88dd\u7522\u80fd\u63d0\u9ad820%\uff0c\u9054\u5230\u6bcf\u670835,000\u7247\u3002\u9019\u6700\u7d42\u53ef\u80fd\u4f7fAMD\u76842024\u5e74\u6536\u5165\u589e\u9577\u597d\u65bc\u9810\u671f\u3002\u5206\u6790\u5e2b\u76ee\u524d\u9810\u8a08AMD\u4eca\u5e74\u7684\u6536\u5165\u5c07\u589e\u9577\u8fd118%\u81f3267\u5104\u7f8e\u5143\uff0c\u57282025\u5e74\u5c07\u589e\u957716%\u3002<\/p>\n

\u7f8e\u5149<\/h2>\n

KeyBanc\u5c07\u7f8e\u5149\u80a1\u7968\u7684\u76ee\u6a19\u50f9\u5f9e100\u7f8e\u5143\u4e0a\u8abf\u81f3115\u7f8e\u5143\uff0c\u8f03\u7576\u524d\u50f9\u683c\u4e0a\u6f3235%\u3002\u6b64\u6b21\u50f9\u683c\u76ee\u6a19\u5347\u7d1a\u80cc\u5f8c\u7684\u539f\u56e0\u662f\u7f8e\u5149\u5728\u9ad8\u5e36\u5bec\u5167\u5b58\uff08HBM\uff09\u82af\u7247\u5e02\u5834\u7684\u5229\u6f64\u8c50\u539a\u7684\u6a5f\u6703\u3002<\/p>\n

\u96a8\u8457HBM\u90e8\u7f72\u5728AI\u670d\u52d9\u5668\u4e2d\uff0c\u5c0dHBM\u7684\u9700\u6c42\u6b63\u5728\u8fc5\u901f\u589e\u52a0\u3002\u64da\u5bcc\u58eb\u5eb7\u7a31\uff0c\u52302027\u5e74\uff0c\u4eba\u5de5\u667a\u80fd\u670d\u52d9\u5668\u5e02\u5834\u53ef\u80fd\u6703\u589e\u9577\u4e94\u500d\uff0c\u9019\u4e5f\u5c07\u5c0dHBM\u9700\u6c42\u7522\u751f\u7a4d\u6975\u5f71\u97ff\u3002\u5e02\u5834\u7814\u7a76\u516c\u53f8Gartner\u9810\u6e2c\uff0cHBM\u9700\u6c42\u5728\u672a\u4f86\u56db\u5e74\u5167\u53ef\u80fd\u6703\u589e\u9577\u516b\u500d\u3002<\/p>\n

KeyBanc\u7684\u4f9b\u61c9\u93c8\u8abf\u67e5\u986f\u793a\uff0c\u5728\u82f1\u5049\u9054\u7684\u5e6b\u52a9\u4e0b\uff0c\u7f8e\u5149\u5df2\u505a\u597d\u6e96\u5099\u8fce\u63a5HBM\u6d6a\u6f6e\u3002\u7f8e\u5149\u9810\u8a08\u5c07\u5728\u82f1\u5049\u9054\u5373\u5c07\u63a8\u51fa\u7684B100\u6578\u64da\u4e2d\u5fc3\u5716\u5f62\u8655\u7406\u55ae\u5143(GPU)\u4e2d\u4f54\u64da70%\u7684HBM\u4efd\u984d\u3002<\/p>\n

\u6b64\u5916\uff0c\u7f8e\u5149\u572812\u6708\u7684\u8ca1\u5831\u96fb\u8a71\u6703\u8b70\u4e0a\u78ba\u8a8d\uff0cHBM\u6b63\u8655\u65bc\u591a\u500b\u82f1\u5049\u9054AI\u82af\u7247\u8cc7\u683c\u8a8d\u8b49\u7684\u6700\u5f8c\u968e\u6bb5\u3002<\/p>\n

\u7531\u65bc\u7f8e\u5149\u80a1\u7968\u76ee\u524d\u5e02\u92b7\u7387\u70ba5.7\u500d\uff0c\u8207\u4e94\u5e74\u5e73\u5747\u503c\u4e00\u81f4\uff0c\u8003\u616e\u5230\u8a72\u516c\u53f8\u7684\u589e\u9577\u6f5b\u529b\uff0c\u6295\u8cc7\u8005\u6295\u8cc7\u8a72\u80a1\u975e\u5e38\u5212\u7b97\u3002\u5047\u8a2d\u5169\u5e74\u5f8c\u5e02\u92b7\u7387\u985e\u4f3c\uff0c\u7f8e\u5149\u6536\u5165\u9054\u5230320\u5104\u7f8e\u5143\uff0c\u90a3\u9ebc\u7f8e\u5149\u7684\u5e02\u503c\u53ef\u80fd\u6703\u9054\u52301820\u5104\u7f8e\u5143\u3002\u9019\u5c07\u6bd4\u76ee\u524d\u7684\u5e02\u503c\u9ad8\u51fa95%\u3002\u56e0\u6b64\uff0c\u6295\u8cc7\u8005\u4e0d\u61c9\u932f\u904e\u8cfc\u8cb7\u7f8e\u5149\u80a1\u7968\u7684\u6a5f\u6703\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"

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