{"id":596583,"date":"2025-10-03T11:53:06","date_gmt":"2025-10-03T18:53:06","guid":{"rendered":"https:\/\/nai500.com\/?p=596583"},"modified":"2025-10-03T11:53:06","modified_gmt":"2025-10-03T18:53:06","slug":"kospi-openai","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hant\/blog\/2025\/10\/kospi-openai\/","title":{"rendered":"KOSPI \u56e0 OpenAI \u9078\u64c7\u97d3\u570b\u6676\u7247\u5927\u5ee0\u800c\u5275\u65b0\u9ad8"},"content":{"rendered":"

\u97d3\u570b\u5e02\u5834\u88ab\u672c\u5730\u5a92\u9ad4\u6574\u9031\u92ea\u9673\u7684\u982d\u689d\u53eb\u9192\uff1aOpenAI \u5c07\u5728\u5357\u97d3\u5171\u540c\u5efa\u7f6e\u5169\u5ea7\u8cc7\u6599\u4e2d\u5fc3\uff0c\u4e26\u8207 Samsung Electronics \u53ca SK Hynix \u5408\u4f5c\uff0c\u70ba\u5176 Stargate \u5efa\u8a2d\u63a1\u8cfc\u6676\u7247\u3002Yonhap \u8207 Maeil Business \u7a31\u4e4b\u70ba\u97d3\u5f0f Stargate\uff08\ud55c\uad6d\ud615 \uc2a4\ud0c0\uac8c\uc774\ud2b8\uff09\uff0c\u4e26\u5c07\u5176\u6846\u67b6\u5316\u70ba\u4e00\u9805\u7522\u696d\u653f\u7b56\u52dd\u5229\u4ee5\u53ca\u5c0d\u9ad8\u983b\u5bec\u8a18\u61b6\u9ad4\u7684\u9700\u6c42\u5f8c\u76fe\u3002\u80a1\u5e02\u8d70\u52e2\u96a8\u4e4b\u800c\u52d5\u3002SK Hynix \u98c6\u5347\u96d9\u4f4d\u6578\u81f3\u6b77\u53f2\u65b0\u9ad8\uff0cSamsung \u6f32\u81f3\u56db\u5e74\u9ad8\u9ede\uff0cKOSPI \u5275\u4e0b\u7d00\u9304\uff0cSamsung \u95dc\u806f\u4f01\u696d Samsung SDI\u3001Samsung C and T \u4ee5\u53ca Samsung SDS \u4e5f\u540c\u6ce2\u6bb5\u4e0a\u6f32\u3002\u8a72\u4ea4\u6613\u7684\u516c\u958b\u898f\u6a21\u96d6\u7136\u53ea\u6709 20MW\uff0c\u4f46\u5c0d\u4f9b\u61c9\u93c8\u8207\u653f\u7b56\u5236\u5b9a\u8005\u7684\u8a0a\u865f\u9060\u5927\u65bc\u6b64\u3002\u9996\u723e\u8857\u982d\u7684\u770b\u6cd5\u662f\uff1a\u9019\u4e0d\u53ea\u662f\u5169\u500b\u4f3a\u670d\u5668\u6a5f\u623f\uff0c\u800c\u662f\u5728\u70ba 2025 \u5e74\u9396\u5b9a HBM\u3001\u5c01\u88dd\u8207\u653f\u7b56\u7c4c\u78bc\u3002<\/p>\n

\u672c\u5730\u5a92\u9ad4\u5982\u4f55\u6846\u67b6\u6b64\u6848<\/h3>\n

Korea Economic Daily (\ud55c\uad6d\uacbd\uc81c) \u4ee5\u653f\u7b56\u9762\u5207\u5165\uff1a\u767d\u5bae\u652f\u6301\u7684 Stargate \u8a08\u756b\u8207\u97d3\u570b\u7248\u672c\u53ef\u4f5c\u70ba\u97d3\u570b\u7af6\u9010\u6210\u70ba\u4e9e\u6d32 AI \u4e2d\u5fc3\u7684\u57fa\u77f3\u3002Hankyung \u7684\u7528\u8a9e\u5177\u6307\u6a19\u6027\uff1a\ubc18\ub3c4\uccb4 \uacf5\uae09\ub9dd \ub3d9\ub9f9\uff0c\u610f\u5373\u534a\u5c0e\u9ad4\u4f9b\u61c9\u93c8\u540c\u76df\u3002Maeil Business \u5f37\u8abf OpenAI \u5c07\u8207\u5169\u5927\u8a18\u61b6\u9ad4\u9f8d\u982d\u5354\u540c\u63a1\u8cfc\uff0c\u800c\u975e\u50c5\u505a\u73fe\u8ca8\u8cfc\u8cb7\uff0c\u9019\u5c0d\u50f9\u683c\u8207\u914d\u984d\u5206\u914d\u81f3\u95dc\u91cd\u8981\u3002Yonhap \u6a19\u51fa\u5373\u6642\u5e02\u5834\u885d\u64ca\uff0c\u7528\u300c\uc0ac\uc0c1 \ucd5c\uace0\uce58\u300d\u63cf\u8ff0 KOSPI \u7684\u53f2\u4e0a\u6700\u9ad8\u9ede\uff0c\u4ee5\u53ca AI \u9031\u908a\u500b\u80a1\u7684\u5ee3\u6cdb\u4e0a\u6f32\u3002\u8cbf\u6613\u90e8\u9580\u653e\u5927\u4e86\u570b\u5bb6\u6230\u7565\u89d2\u5ea6\uff0c\u6307\u51fa\u9019\u5169\u5ea7\u8cc7\u6599\u4e2d\u5fc3\u4f7f\u97d3\u570b\u6709\u80fd\u529b\u627f\u63a5 AI \u5de5\u4f5c\u8ca0\u8f09\u8207\u76f8\u95dc\u51fa\u53e3\u6210\u9577\u3002\u5728\u97d3\u570b\u7684\u8a0e\u8ad6\u88e1\uff0c\u5169\u5ea7 20MW \u7ad9\u9ede\u662f\u8def\u6a19\uff0c\u800c\u975e\u7d42\u9ede\u3002\u8b70\u7a0b\u6307\u5411\u4e0a\u6e38\uff1aHBM\u3001\u5148\u9032\u5c01\u88dd\uff0c\u4ee5\u53ca\u8d85\u8d8a\u55ae\u4e00\u7522\u54c1\u9031\u671f\u7684\u9577\u671f\u4f9b\u61c9\u5408\u7d04\u3002<\/p>\n

\u5e02\u5834\u53cd\u61c9\uff1a\u6676\u7247\u3001\u96fb\u6c60\u8207\u97d3\u5143<\/h3>\n

\u6578\u64da\u5f88\u660e\u78ba\u3002SK Hynix \u7dda\u4e0a\u5927\u6f32\u7d04 12%\uff0cSamsung \u4e0a\u6f32\u7d04 5%\uff0cKOSPI \u4e0a\u6f32\u903e 3% \u4e26\u5275\u65b0\u9ad8\u3002\u6c5d\u77e3\u5cf6\u7684\u4ea4\u6613\u53f0\u6307\u51fa\u5916\u8cc7\u5728\u534a\u5c0e\u9ad4\u677f\u584a\u5927\u91cf\u6de8\u8cb7\u5165\uff0c\u4e8c\u7dda\u6676\u7247\u80a1\u8207\u96fb\u6c60\u80a1\u5448\u73fe\u9023\u52d5\u4e0a\u653b\u3002Samsung SDI \u56e0\u70ba\u96c6\u5718\u806f\u60f3\u6548\u61c9\u8207\u8cc7\u6599\u4e2d\u5fc3\u5132\u5b58\u984c\u6750\u800c\u4e0a\u6f32\uff0cSamsung SDS \u56e0\u670d\u52d9\u9762\u66dd\u5149\u800c\u53d7\u76ca\u3002\u901a\u5e38\u8f03\u6295\u6a5f\u7684 KOSDAQ \u8ddf\u9032\u4f46\u529b\u5ea6\u8f03\u5f31\uff0c\u8cc7\u91d1\u8f2a\u52d5\u81f3\u5927\u578b\u6b0a\u503c\u80a1\u3002\u97d3\u5143\u5728\u98a8\u96aa\u504f\u597d\u4e0a\u5347\u4e0b\u5c0f\u5e45\u8d70\u5f37\uff0c\u97d3\u570b\u516c\u50b5\u6b96\u5229\u7387\u96a8\u80a1\u5e02\u4e0a\u884c\uff0c\u5448\u73fe\u5178\u578b\u7684\u9806\u9031\u671f\u8d70\u52e2\u3002\u7522\u696d\u5730\u5716\u986f\u793a\u534a\u5c0e\u9ad4\u3001\u6676\u5713\u4ee3\u5de5\u8207 IT \u670d\u52d9\u9818\u6f32\uff0c\u51fa\u53e3\u5faa\u74b0\u80a1\u88ab\u6436\u8cb7\u3001\u9632\u79a6\u80a1\u843d\u5f8c\u3002\u9019\u6ce2\u6f32\u52e2\u4e0d\u50c5\u662f\u8ffd\u9010\u982d\u689d\uff0c\u800c\u662f\u5c0d HBM \u50f9\u683c\u6050\u614c\u7684\u7de9\u89e3\u4ea4\u6613\u8207\u5c0d\u5df2\u9396\u5b9a\u9700\u6c42\u7684\u524d\u77bb\u62bc\u6ce8\u3002<\/p>\n

HBM \u4f9b\u7d66\u3001\u5c01\u88dd\u8207\u771f\u6b63\u53d7\u76ca\u8005<\/h3>\n

\u570b\u5167\u8a55\u8ad6\u805a\u7126\u5728 HBM\u3002\u6b63\u5982 Chosun Biz \u4e00\u4f4d\u7522\u696d\u5c08\u6b04\u4f5c\u5bb6\u6240\u8ff0\uff1a\u300cHBM \uc8fc\ub3c4\uad8c\uc740 SK\ud558\uc774\ub2c9\uc2a4\uac00 \uc950\uace0 \uc788\ub2e4\u300d\uff0c\u610f\u5373 SK Hynix \u638c\u63e1 HBM \u7684\u4e3b\u5c0e\u6b0a\u3002\u9019\u662f\u77ed\u671f\u4e8b\u5be6\uff1aSK Hynix \u662f Nvidia \u7684\u4e3b\u8981 HBM \u4f9b\u61c9\u5546\uff0cSamsung \u6b63\u5728\u63a8\u9032\u8cc7\u683c\u8a8d\u8b49\uff0c\u800c Micron \u6b63\u5728\u64f4\u7522\u3002\u5408\u4f5c\u5925\u4f34\u7d50\u69cb\u5f88\u91cd\u8981\u3002\u82e5 OpenAI \u5c0d\u9577\u671f\u8a18\u61b6\u9ad4\u63a1\u8cfc\u8de8\u591a\u500b\u7bc0\u9ede\u9032\u884c\u7d71\u7c4c\uff0c\u5169\u5bb6\u97d3\u570b\u5ee0\u5546\u5747\u6703\u6709\u80fd\u898b\u5ea6\uff0c\u4f46\u914d\u984d\u512a\u5148\u6b0a\u8207\u8b70\u50f9\u80fd\u529b\u4ecd\u53d6\u6c7a\u65bc\u826f\u7387\u8207\u5c01\u88dd\u7522\u80fd\u3002\u6c89\u9ed8\u7684\u74f6\u9838\u5c31\u5728\u9019\u88e1\uff1a\u5148\u9032\u5c01\u88dd\uff0c\u5c24\u5176\u662f TSMC \u7684 CoWoS \u7dda\u8def\u4f9d\u7136\u7dca\u5f35\u3002Samsung \u6b63\u63a8\u52d5\u81ea\u5bb6 I-Cube \u5148\u9032\u5c01\u88dd\u4ee5\u4fdd\u7559\u66f4\u591a\u50f9\u503c\u5728\u5167\u90e8\u3002\u7576\u5730\u4e00\u500b\u79d1\u6280\u90e8\u843d\u683c\u7cbe\u7c21\u5730\u7e3d\u7d50\u6311\u6230\uff1a\ud328\ud0a4\uc9d5\uc774 \ubcd1\ubaa9\uc774\ub2e4\uff0c\u5c01\u88dd\u662f\u74f6\u9838\u3002\u5e02\u5834\u7684\u76f4\u89ba\u5224\u8b80\u662f\u6b63\u78ba\u7684\uff1a\u9700\u6c42\u771f\u5be6\u3001\u4f9b\u7d66\u53d7\u9650\uff0c\u800c\u8cb7\u5bb6\u7d42\u65bc\u958b\u59cb\u7c3d\u7f72\u8de8\u5b63\u5408\u7d04\u3002<\/p>\n

\u516c\u53f8\u5b9a\u4f4d\u8207\u7372\u5229\u4f30\u7b97<\/h3>\n

SK Hynix \u544a\u77e5\u6295\u8cc7\u4eba\u5176\u9810\u671f AI \u7528\u8a18\u61b6\u9ad4\u5728 2030 \u5e74\u524d\u6bcf\u5e74\u7d04\u6210\u9577 30%\uff0c\u4e14\u6703\u770b\u5230\u66f4\u591a\u5ba2\u88fd\u5316\u8a18\u61b6\u9ad4\u9644\u8457\u65bc\u5ba2\u6236\u5c08\u5c6c\u52a0\u901f\u5668\u3002\u9019\u80a1\u5c3e\u98a8\u4e0d\u6703\u62b9\u53bb\u5546\u54c1 DRAM \u7684\u666f\u6c23\u5faa\u74b0\uff0c\u5f8c\u8005\u4ecd\u53d7\u4e2d\u570b\u7af6\u722d\u58d3\u4f4e\u5165\u9580\u7b49\u7d1a\u50f9\u683c\uff0c\u4f46\u6703\u4f7f\u7522\u54c1\u7d44\u5408\u66f4\u70ba\u6709\u5229\u3002\u5c0d Samsung \u800c\u8a00\uff0c\u8a72\u5408\u4f5c\u767c\u751f\u5728\u7ba1\u7406\u5c64\u91cd\u6574\u4e4b\u5f8c\uff0cJun Young-hyun \u88ab\u5b89\u6392\u8ca0\u8cac\u8a18\u61b6\u9ad4\uff0cHan Jin-man \u8ca0\u8cac\u6676\u5713\u4ee3\u5de5\uff0c\u660e\u78ba\u662f\u70ba\u4e86\u5f37\u5316 AI \u5806\u758a\u7684\u57f7\u884c\u3002\u8cc7\u7522\u8ca0\u50b5\u8868\u53ef\u4ee5\u652f\u6490\u66f4\u591a\u6295\u5165 HBM \u8207\u5f8c\u6bb5\u7684\u8cc7\u672c\u652f\u51fa\uff0c\u4f46\u9650\u5236\u56e0\u7d20\u4e0d\u662f\u73fe\u91d1\uff0c\u800c\u662f\u8cc7\u683c\u8a8d\u8b49\u8207\u7522\u80fd\u4e0a\u91cf\u6240\u9700\u7684\u6642\u9593\u3002\u65e9\u671f\u82f1\u8a9e\u5831\u5c0e\u5e38\u5ffd\u7565\u7684\u4e00\u9ede\u662f\uff1a\u63a1\u8cfc\u5925\u4f34\u95dc\u4fc2\u5982\u4f55\u6539\u8b8a\u7372\u5229\u7684\u53ef\u898b\u5ea6\u3002\u5b83\u53ef\u4ee5\u63d0\u524d\u62c9\u52d5\u7522\u80fd\u9810\u7559\u3001\u9810\u4ed8\u6b3e\u8207\u67d0\u4e9b HBM \u7dda\u8def\u7684 ASP \u5e95\u7dda\uff0c\u5373\u4fbf\u6a19\u6e96 DRAM \u4ecd\u7136\u6ce2\u52d5\u3002\u5be6\u52d9\u4e0a\uff0c\u9019\u610f\u5473\u8457\u83ef\u723e\u8857\u5c0d 2025 \u5e74\u8a18\u61b6\u9ad4\u6bdb\u5229\u7684\u4f30\u8a08\uff0c\u5982\u679c\u5408\u7d04\u8986\u84cb\u64f4\u53ca\u5e74\u4e2d\uff0c\u53ef\u80fd\u504f\u4f4e\u3002<\/p>\n

Stargate Korea \u80cc\u5f8c\u7684\u653f\u6cbb\u8207\u8cbf\u6613<\/h3>\n

\u97d3\u570b\u5a92\u9ad4\u6b63\u628a\u6b64\u6848\u8207\u6b63\u5f85\u8ac7\u5224\u7684\u83ef\u76db\u9813\u8cbf\u6613\u8b70\u984c\u4ea4\u7e54\u3002\u653f\u5e9c\u5e0c\u671b\u5728\u5341\u6708\u4e0b\u65ec\u524d\u8207 Trump administration \u6572\u5b9a\u4e00\u9805\u521d\u6b65\u5354\u8b70\uff0c\u4ee5\u964d\u4f4e\u7f8e\u570b\u5c0d\u97d3\u570b\u9032\u53e3\u7684\u95dc\u7a05\uff0c\u689d\u4ef6\u662f\u627f\u8afe\u5728\u7f8e\u570b\u6295\u8cc7 3,500 \u5104\u7f8e\u5143\u3002\u7d93\u6fdf\u90e8\u5df2\u6a19\u793a\u5916\u532f\u98a8\u96aa\uff0c\u6307\u51fa\u300c\uc678\ud658\uc2dc\uc7a5 \uc601\ud5a5\u300d\uff0c\u6216\u5916\u532f\u5e02\u5834\u5f71\u97ff\uff0c\u82e5\u8cc7\u672c\u5927\u91cf\u5916\u6d41\u904e\u5feb\u6703\u9020\u6210\u554f\u984c\u3002\u9996\u723e\u7684\u4e00\u5bb6\u4e3b\u8981\u65e5\u5831\u4e3b\u5f35 OpenAI \u7684\u5408\u4f5c\u53ef\u4f5c\u70ba\u4e00\u5f35\u8ac7\u5224\u7c4c\u78bc\uff1a\u5728\u97d3\u570b\u722d\u53d6\u7f8e\u570b AI \u57fa\u790e\u5efa\u8a2d\u8cc7\u91d1\uff0c\u540c\u6642\u97d3\u570b\u627f\u8afe\u5c07\u88fd\u9020\u8207\u8cc7\u672c\u6295\u5411\u7f8e\u570b\u672c\u571f\u3002\u9019\u662f\u52d9\u5be6\u4e14\u9023\u8cab\u7684\u4ea4\u6613\uff1a\u6676\u7247\u8207\u8cc7\u6599\u4e2d\u5fc3\u63db\u53d6\u95dc\u7a05\u8207\u53ef\u9810\u6e2c\u6027\u3002\u5982\u679c\u6574\u5957\u65b9\u6848\u6210\u884c\uff0c\u5c07\u91cd\u5851\u65e9\u4e9b\u6642\u5019\u524a\u5f31\u97d3\u570b\u51fa\u53e3\u7684\u8cbf\u6613\u963b\u529b\uff0c\u4e26\u8b93\u51fa\u53e3\u5546\uff0c\u7279\u5225\u662f\u534a\u5c0e\u9ad4\u696d\uff0c\u66f4\u4e7e\u6de8\u5730\u63a5\u89f8\u7f8e\u570b\u9700\u6c42\u800c\u4e0d\u53d7\u984d\u5916\u95dc\u7a05\u62d6\u7d2f\u3002<\/p>\n

\u7522\u80fd\u3001\u96fb\u529b\u8207\u653f\u7b56\u6469\u64e6<\/h3>\n

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