{"id":626767,"date":"2026-03-20T01:56:08","date_gmt":"2026-03-20T08:56:08","guid":{"rendered":"https:\/\/nai500.com\/?p=626767"},"modified":"2026-03-20T01:56:08","modified_gmt":"2026-03-20T08:56:08","slug":"micron-mu-nvda-amd-avgo","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hant\/blog\/2026\/03\/micron-mu-nvda-amd-avgo\/","title":{"rendered":"Micron MU \u5728\u7b2c\u4e8c\u5b63\u5927\u52dd\u9810\u671f\uff1bNVDA AMD AVGO \u96a8\u5f8c\u767b\u5834"},"content":{"rendered":"<p>\u534a\u5c0e\u9ad4\u5728\u904e\u53bb\u516b\u5c0f\u6642\u4e3b\u5c0e\u76e4\u52e2\uff0c\u56e0\u70ba\u7576\u5e02\u5834\u60f3\u8981\u5c0d AI \u57fa\u790e\u8a2d\u65bd\u9700\u6c42\u53d6\u5f97\u4e7e\u6de8\u8b80\u76e4\uff0c\u5b83\u6703\u76f4\u63a5\u89c0\u5bdf\u8a18\u61b6\u9ad4\u8207\u904b\u7b97\u3002Micron \u516c\u5e03\u4e86\u9a5a\u4eba\u7684\u5b63\u5ea6\uff0c\u660e\u8b1b\u4e86\u90a3\u53e5\u5c0f\u8072\u4f46\u91cd\u8981\u7684\u8a71\uff1aAI \u8cc7\u6599\u4e2d\u5fc3\u5c31\u662f\u9019\u500b\u5faa\u74b0\u7684\u6838\u5fc3\u3002\u8f49\u6298\u9ede\u662f\u719f\u6089\u7684\uff1a\u6578\u5b57\u8d8a\u597d\uff0c\u5e02\u5834\u8a2d\u5b9a\u7684\u9580\u6abb\u8d8a\u9ad8\uff0c\u4ea4\u6613\u54e1\u6aa2\u9a57\u5df2\u88ab\u9810\u671f\u7684\u901f\u5ea6\u4e5f\u8d8a\u5feb\u3002\u5728\u8d85\u5927\u898f\u6a21\u96f2\u7aef\u696d\u8005\u4ecd\u5728\u5927\u8209\u6295\u8cc7 GPUs\u3001\u4ea4\u63db\u5668\u3001HBM \u8207\u5ba2\u88fd\u6676\u7247\u7684\u60c5\u6cc1\u4e0b\uff0c\u6676\u7247\u9818\u57df\u4ecd\u7136\u662f\u5e02\u5834\u5224\u65b7 AI \u5efa\u8a2d\u9032\u5ea6\u7684\u6700\u8aa0\u5be6\u6307\u6a19\u3002\u4eca\u5929\u6309\u95dc\u6ce8\u5ea6\u8207\u5c0d\u76e4\u9762\u7684\u5f71\u97ff\u6392\u5217\u7684\u524d\u4e94\u540d\uff1aMicron\u3001Nvidia\u3001AMD\u3001Broadcom \u8207 Intel\u3002<\/p>\n<h3>1. Micron Technology (MU) \u2014 AI \u8a18\u61b6\u9ad4\u512a\u65bc\u9810\u671f\uff0c\u4f46\u80a1\u50f9\u4e0b\u6ed1<\/h3>\n<p>\u4eca\u65e5\u95dc\u6ce8\u4f86\u6e90\uff1a\u8ca1\u653f\u7b2c\u4e8c\u5b63\u7684\u9707\u64bc\u8207\u9a5a\u5606\u3002\u8abf\u6574\u5f8c\u6bcf\u80a1\u76c8\u9918 12.20 \u7f8e\u5143\uff0c\u71df\u6536 238.6 \u5104\u7f8e\u5143\uff0c\u9019\u662f\u5728\u5df2\u88ab\u63d0\u9ad8\u5230\u6975\u9ad8\u9810\u671f\u7684\u60c5\u6cc1\u4e0b\u767c\u5e03\uff0c\u56e0\u70ba\u5e02\u5834\u5df2\u7d93\u63d0\u524d\u53cd\u6620\u4e86\u8f03\u5f37\u7684 AI \u8a18\u61b6\u9ad4\u5b9a\u50f9\u3002\u60c5\u52e2\u672c\u5c31\u6210\u719f\uff1b\u5118\u7ba1\u5982\u6b64\uff0c\u6295\u8cc7\u8005\u5728\u89e3\u6790\u54ea\u4e9b\u662f\u5be6\u969b\u8d85\u51fa\u9810\u671f\u3001\u54ea\u4e9b\u53ea\u662f\u300c\u8ffd\u4e0a\u5e02\u5834\u8033\u8a9e\u300d\u6642\uff0c\u80a1\u50f9\u65bc\u5831\u544a\u5f8c\u4ecd\u4e0b\u8dcc 3.77%\uff0c\u6536\u5728 444.27 \u7f8e\u5143\u3002\u5e95\u5c64\u8a0a\u606f\u5f88\u660e\u78ba\uff1aAI \u8cc7\u6599\u4e2d\u5fc3\u9700\u6c42\u4ecd\u662f\u6210\u9577\u5f15\u64ce\uff0cHBM \u4f9b\u61c9\u7dca\u5f35\u4ecd\u7136\u6709\u5229\u65bc\u6bdb\u5229\u3002\u5feb\u901f\u4ea4\u6613\u6982\u6cc1\uff1a\u9ad8\u8c9d\u5854\u7684\u8a18\u61b6\u9ad4\u6307\u6a19\u80a1\u3002\u671f\u6b0a\u5438\u91d1\u9ad4\u3002\u4f5c\u70ba\u64c1\u64e0\u7684 AI \u4ee3\u7406\uff0c\u5438\u5f15\u52d5\u91cf\u77ed\u7dda\u5ba2\u548c\u9577\u671f\u8cb7\u76e4\u540c\u822a\u3002\u6295\u8cc7\u4eba\u95dc\u9375\u7d50\u8ad6\uff1aAI \u8a18\u61b6\u9ad4\u4e0a\u884c\u9031\u671f\u771f\u5be6\u5b58\u5728\uff0c\u4f46\u80a1\u7968\u73fe\u5728\u9032\u5165\u57f7\u884c\u7684\u6ed1\u884c\u671f\u3002\u8ffd\u8e64 HBM \u80fd\u529b\u65b0\u589e\u3001\u6bdb\u5229\u7387\u7684\u52a0\u901f\uff0c\u4ee5\u53ca\u4f9b\u7d66\u8ffd\u4e0a\u9700\u6c42\u7684\u901f\u5ea6\u3002\u5982\u679c HBM \u7dad\u6301\u7dca\u5f35\uff0c\u8a02\u50f9\u6b0a\u5c31\u6703\u6301\u7e8c\uff1b\u82e5\u5426\uff0c\u8a18\u61b6\u9ad4\u9031\u671f\u7684\u5747\u503c\u56de\u6b78\u6a5f\u5236\u6703\u5728\u6700\u58de\u7684\u6642\u523b\u91cd\u65b0\u767c\u4f5c\u3002<\/p>\n<h3>2. Nvidia (NVDA) \u2014 AI \u7684\u9738\u4e3b\u642d\u4e58 Micron \u7684\u8b80\u76e4\u5229\u597d<\/h3>\n<p>\u4eca\u65e5\u95dc\u6ce8\u4f86\u6e90\uff1a\u672c\u8eab\u7121\u7368\u7acb\u982d\u689d\uff0c\u4f46 Micron \u7684\u6210\u7e3e\u9a57\u8b49\u4e86\u586b\u6eff Nvidia \u8a02\u55ae\u7a4d\u58d3\u7684\u5ee3\u6cdb AI \u57fa\u790e\u8a2d\u65bd\u72c2\u6f6e\u3002\u8a18\u61b6\u9ad4\u88fd\u9020\u5546\u82e5\u80fd\u5370\u51fa\u90a3\u6a23\u7684\u6578\u5b57\uff0c\u5c31\u4ee3\u8868\u52a0\u901f\u5668\u5728\u5e02\u5834\u4e0a\u71b1\u92b7\u3002\u5e02\u5834\u4f9d\u8cf4\u9019\u985e\u8b80\u76e4\u4f86\u5224\u65b7\u8cc7\u6599\u4e2d\u5fc3\u9700\u6c42\u8207 AI \u5de5\u4f5c\u8ca0\u8f09\u7684\u6301\u4e45\u6027\uff0c\u540c\u6642\u95dc\u6ce8\u8a18\u61b6\u9ad4\u8207\u7db2\u8def\u7b49\u4f9b\u61c9\u9650\u5236\u53ef\u80fd\u6703\u9650\u5236\u51fa\u8ca8\uff0c\u800c\u975e\u9700\u6c42\u3002\u5feb\u901f\u4ea4\u6613\u6982\u6cc1\uff1a\u5927\u578b\u5e02\u503c\u7684\u6d41\u52d5\u6027\u9328\uff0c\u671f\u6b0a\u6210\u4ea4\u91cf\u5f71\u97ff VIX \u60c5\u7dd2\u3002\u91cf\u5316\u8207\u88c1\u91cf\u6295\u7d44\u7684\u52d5\u91cf\u6838\u5fc3\u6301\u80a1\u3002\u7af6\u722d\u8005\u7684\u6bcf\u4e00\u53e5\u6307\u5f15\u90fd\u6703\u5f71\u97ff\u9019\u689d\u76e4\u8def\u3002\u6295\u8cc7\u4eba\u95dc\u9375\u7d50\u8ad6\uff1a\u554f\u984c\u4e0d\u662f\u9700\u6c42\uff1b\u662f\u4f9b\u61c9\u3001\u7522\u54c1\u8f49\u63db\u6642\u7a0b\u8207\u4f30\u503c\u3002\u76e3\u63a7\u6b21\u4e16\u4ee3 GPU \u7684\u7bc0\u594f\u3001\u7db2\u8def\u9023\u63a5\u7684\u9644\u5e36\u7387\uff0c\u4ee5\u53ca HBM \u8207\u4e92\u9023\u4f9b\u61c9\u662f\u5426\u8d95\u4e0a\u3002\u5982\u679c\u8981\u89d2\u914d\u65b9\u7e7c\u7e8c\u7dca\u7f3a\uff0cNvidia \u5c07\u4fdd\u6709\u5b9a\u50f9\u6b0a\u8207\u7522\u54c1\u7d44\u5408\u512a\u52e2\uff1b\u82e5\u653e\u9b06\uff0c\u5e02\u5834\u6703\u5728\u8ca1\u5831\u9583\u73fe\u4e4b\u524d\u958b\u59cb\u63a8\u52d5\u672c\u76ca\u6bd4\u58d3\u7e2e\u3002<\/p>\n<h3>3. Advanced Micro Devices (AMD) \u2014 \u6b21\u4f86\u6e90\u71b1\u5ea6\u9047\u4e0a\u57f7\u884c\u78e8\u7df4<\/h3>\n<p>\u4eca\u65e5\u95dc\u6ce8\u4f86\u6e90\uff1a\u5927\u773e\u5c0b\u6c42\u78ba\u8a8d\u3002Micron \u7684 AI \u8cc7\u6599\u4e2d\u5fc3\u6558\u4e8b\u8207 AMD \u7684\u52a0\u901f\u5668\u8207\u4f3a\u670d\u5668 CPU \u64f4\u5145\u76f8\u4e92\u547c\u61c9\u3002AMD \u80a1\u50f9\u4e0a\u6f32 2.89%\uff0c\u6536\u5728 205.27 \u7f8e\u5143\uff0c\u63d0\u9192\u5927\u5bb6\u300c\u5c0d AI \u57fa\u790e\u8a2d\u65bd\u6709\u5229\u300d\u5c0d\u7b2c\u4e8c\u4f86\u6e90\u5ee0\u5546\u540c\u6a23\u6709\u5229\u3002\u6311\u6230\u662f\u73fe\u5be6\u7684\uff1a\u5728\u8d85\u5927\u898f\u6a21\u96f2\u7aef\u5ee0\u5546\u63a8\u52d5 AI \u52a0\u901f\u5668\u4e0a\u91cf\u7684\u540c\u6642\uff0c\u9084\u8981\u5b88\u4f4f\u5728 PC \u8207\u904a\u6232\u4e3b\u6a5f\u7684\u5e02\u5360\uff0c\u9019\u662f\u4e00\u5834\u96dc\u800d\u3002\u5feb\u901f\u4ea4\u6613\u6982\u6cc1\uff1a\u9ad8\u8c9d\u5854\u7684 AI \u66dd\u96aa\uff0c\u6545\u4e8b\u9762\u5411\u591a\u5143\u3002\u53d7\u5230\u52d5\u91cf\u3001\u4e8b\u4ef6\u9a45\u52d5\u57fa\u91d1\u4ee5\u53ca\u96f6\u552e\u671f\u6b0a\u5927\u91cf\u4ea4\u6613\u3002\u6bd4\u540c\u696d\u66f4\u654f\u611f\u65bc\u4ea4\u4ed8\u6642\u9ede\uff0c\u56e0\u70ba\u4f30\u503c\u5df2\u63d0\u524d\u79df\u7528\u672a\u4f86\u7684\u52dd\u5229\u3002\u6295\u8cc7\u4eba\u95dc\u9375\u7d50\u8ad6\uff1a\u89c0\u5bdf\u4f01\u696d\u8207\u96f2\u7aef\u5c0d AI \u52a0\u901f\u5668\u7684\u63a1\u7528\u66f2\u7dda\u3001\u8a18\u61b6\u9ad4\u8207\u5c01\u88dd\u7684\u4f9b\u61c9\u93c8\u5c0d\u9f4a\u60c5\u6cc1\uff0c\u4ee5\u53ca\u8cc7\u6599\u4e2d\u5fc3 CPU \u7684\u5e02\u5360\u63d0\u5347\u3002\u734e\u8cde\u9f90\u5927\uff0c\u4f46\u5e02\u5834\u6703\u8981\u6c42\u9023\u7e8c\u6027\u7684\u8b49\u660e\uff0c\u800c\u975e\u65b0\u805e\u7a3f\u7684\u627f\u8afe\u3002\u6b63\u9762\u7684 AI \u8b80\u76e4\u6709\u5e6b\u52a9\uff0c\u4f46 AMD \u5fc5\u9808\u628a\u8a2d\u8a08\u52dd\u5229\u8f49\u63db\u6210\u898f\u6a21\u5316\u71df\u6536\uff0c\u540c\u6642\u907f\u514d\u6bdb\u5229\u4e0b\u6ed1\u3002<\/p>\n<h3>4. Broadcom (AVGO) \u2014 AI \u57fa\u790e\u8a2d\u65bd\u7684\u6c89\u9ed8\u58df\u65b7\u8005<\/h3>\n<p>\u4eca\u65e5\u95dc\u6ce8\u4f86\u6e90\uff1a\u82e5 AI \u8cc7\u6599\u4e2d\u5fc3\u5728\u56e4\u7a4d\u8a18\u61b6\u9ad4\uff0c\u90a3\u4ed6\u5011\u540c\u6a23\u5728\u56e4\u7a4d\u7db2\u8def\u3001\u5ba2\u88fd\u6676\u7247\u8207\u9023\u63a5\u89e3\u6c7a\u65b9\u6848\u3002Micron \u7684\u6578\u5b57\u652f\u6301\u4e86\u7522\u80fd\u64f4\u5f35\u4e0d\u6e1b\u901f\u7684\u89c0\u9ede\uff0c\u9019\u4f7f\u5f97 Broadcom \u7684 AI \u7db2\u8def\u7522\u54c1\u8207 ASIC \u5f15\u64ce\u6301\u7e8c\u904b\u8f49\u3002\u8a72\u80a1\u4f4d\u65bc\u8d85\u5927\u898f\u6a21\u96f2\u7aef\u9810\u7b97\u7684\u6c23\u6d41\u4e4b\u4e2d\uff0c\u800c\u9019\u4e9b\u9810\u7b97\u5728\u96f2\u7aef\u8207\u96fb\u5546\u5de8\u982d\u4ecd\u76f8\u7576\u9f90\u5927\uff0c\u4e14\u5176\u8cc7\u7522\u8ca0\u50b5\u8868\u80fd\u652f\u6490\u985e\u4f3c\u6642\u671f\u7684\u6295\u8cc7\u3002\u5feb\u901f\u4ea4\u6613\u6982\u6cc1\uff1a\u5927\u578b\u8907\u5408\u6210\u9577\u80a1\uff0c\u6232\u5287\u6027\u8f03\u5c11\u4f46\u73fe\u91d1\u6d41\u66f4\u7a69\u5065\u3002\u8c9d\u5854\u4f4e\u65bc\u7d14\u904b\u7b97\u985e\u80a1\uff0c\u4f46\u5c0d\u60f3\u8981\u5e03\u5c40 AI \u540c\u6642\u907f\u514d\u55ae\u4e00 GPU \u500b\u80a1\u98a8\u96aa\u7684\u57fa\u91d1\u800c\u8a00\uff0c\u662f\u91cd\u8981\u7684\u93df\u8207\u93df\u67c4\u985e\u66dd\u96aa\u3002\u6295\u8cc7\u4eba\u95dc\u9375\u7d50\u8ad6\uff1a\u8a02\u55ae\u7a4d\u58d3\u7684\u54c1\u8cea\u8207 AI \u7db2\u8def\u7522\u54c1\u7d44\u5408\u6bd4\u5b63\u5ea6\u566a\u97f3\u66f4\u91cd\u8981\u3002\u8ffd\u8e64\u4ea4\u63db\u5668\u3001\u5149\u7e96\u9023\u63a5\u9644\u5e36\u7387\uff0c\u4ee5\u53ca\u9802\u5c16\u96f2\u7aef\u5ee0\u5546\u7684\u5ba2\u88fd\u6676\u7247\u63a1\u7528\u60c5\u5f62\u3002\u5982\u679c AI \u5de5\u4f5c\u8ca0\u8f09\u5728\u5404\u5782\u76f4\u9818\u57df\u64f4\u5c55\uff0cBroadcom \u7684\u6536\u8cbb\u7ad9\u5c07\u6301\u7e8c\u6536\u8cbb\u3002\u98a8\u96aa\u5728\u65bc\u55ae\u4f4d\u6210\u9577\u5728\u5e02\u5834\u91cd\u65b0\u6821\u6e96\u5c0d\u8f03\u975e\u9031\u671f\u6027\u696d\u52d9\u7684\u672c\u76ca\u6bd4\u4e4b\u524d\u5c31\u56de\u6b78\u6b63\u5e38\u3002<\/p>\n<h3>5. Intel (INTC) \u2014 \u5fc5\u9808\u6bd4\u6642\u9593\u66f4\u5feb\u7684\u8f49\u578b<\/h3>\n<p>\u4eca\u65e5\u95dc\u6ce8\u4f86\u6e90\uff1a\u662f\u95dc\u6ce8\u800c\u975e\u5d07\u62dc\u3002Micron \u7684 AI \u9a57\u8b49\u6709\u52a9\u65bc\u6240\u6709\u8cc7\u6599\u4e2d\u5fc3\u4f9b\u61c9\u5546\uff0c\u4f46 Intel \u7684\u6545\u4e8b\u53d6\u6c7a\u65bc\u5169\u500b\u9762\u5411\uff1a\u5728\u904b\u7b97\u9818\u57df\u91cd\u7372\u7af6\u722d\u529b\uff0c\u4ee5\u53ca\u8b49\u660e foundry \u80fd\u64f4\u5c55\u6210\u4e00\u500b\u80fd\u7372\u5229\u4e14\u5728\u5730\u7de3\u653f\u6cbb\u4e0a\u53d7\u9752\u775e\u7684\u66ff\u4ee3\u65b9\u6848\u3002\u96a8\u8457 AI PC \u8207\u908a\u7de3\u63a8\u8ad6\u6558\u4e8b\u8208\u8d77\uff0c\u5e02\u5834\u8a66\u5716\u4e09\u89d2\u5b9a\u4f4d Intel \u80fd\u5f9e\u652f\u51fa\u4e2d\u62ff\u4e0b\u591a\u5c11\u4efd\u984d\u5c0d\u6297\u65e2\u6709\u5ee0\u5546\u3002\u5feb\u901f\u4ea4\u6613\u6982\u6cc1\uff1a\u504f\u50f9\u503c\u5c6c\u6027\u7684\u50b3\u7d71\u5de8\u982d\uff0c\u5177\u6709\u9031\u671f\u6027\u7684 PC \u66dd\u96aa\u8207\u9ad8\u98a8\u96aa\u3001\u9ad8\u8cc7\u672c\u652f\u51fa\u7684\u7b56\u7565\u8f49\u5411\u3002\u65bc\u8def\u7dda\u5716\u8207 foundry \u65b0\u805e\u9031\u671f\u4e2d\u6ce2\u52d5\u8f03\u5927\u3002\u6295\u8cc7\u4eba\u95dc\u9375\u7d50\u8ad6\uff1a\u57f7\u884c\u529b\u662f\u552f\u4e00\u6d41\u901a\u8ca8\u5e63\u3002\u8ffd\u8e64\u88fd\u7a0b\u7bc0\u9ede\u91cc\u7a0b\u7891\u3001\u4f3a\u670d\u5668 CPU \u5e02\u5360\u8da8\u52e2\uff0c\u4ee5\u53ca foundry \u5ba2\u6236\u63ed\u9732\u3002AI \u6f6e\u6c50\u6703\u62ac\u9ad8\u591a\u6578\u8239\u96bb\uff0c\u4f46\u9019\u8258\u8239\u9084\u5728\u62d6\u8457\u9020\u8239\u5ee0\u524d\u884c\u3002\u4efb\u4f55\u6642\u9593\u8868\u6216\u6bdb\u5229\u7684\u5ef6\u9072\u90fd\u6703\u6bd4\u540c\u696d\u66f4\u5feb\u53d7\u5230\u61f2\u7f70\uff0c\u56e0\u70ba\u8f49\u578b\u6240\u9700\u6642\u9593\u5df2\u5728\u8003\u9a57\u6295\u8cc7\u4eba\u8010\u5fc3\u3002<\/p>\n<p>\u8cab\u7a7f\u9019\u4e94\u5bb6\u516c\u53f8\u7684\u4e00\u80a1\u4ea4\u932f\u6f6e\u6d41\u5f88\u7c21\u55ae\uff1aAI \u57fa\u790e\u8a2d\u65bd\u652f\u51fa\u4ecd\u5728\u52a0\u901f\uff0c\u8a18\u61b6\u9ad4\u7684\u5b9a\u50f9\u6b0a\u8b49\u5be6\u4e86\u9019\u9ede\u3002\u90a3\u4e9b\u50cf Fortune 500 \u898f\u6a21\u7684\u96f2\u7aef\u9810\u7b97\u4f9d\u7136\u5b58\u5728\uff0c\u50cf Amazon \u7684 AWS \u7b49\u540d\u7a31\u4ecd\u5728\u7522\u751f\u8cc7\u91d1\uff0c\u70ba\u7522\u80fd\u63d0\u4f9b\u8cc7\u52a9\u3002\u9019\u5c31\u662f\u70ba\u4ec0\u9ebc\u4eca\u5929\u7684\u7522\u696d\u9818\u5c0e\u529b\u4e0d\u662f\u4f86\u81ea\u61c9\u7528\u5c64\u7684\u6b61\u547c\uff0c\u800c\u662f\u4f86\u81ea\u5be6\u969b\u51fa\u8ca8\u786c\u9ad4\u7684\u4f9b\u61c9\u93c8\u3002\u63a8\u62c9\u6548\u61c9\u5728\u76e4\u9762\u4e0a\u986f\u73fe\u3002\u7576\u50cf Micron \u9019\u6a23\u7684\u516c\u53f8\u5927\u5e45\u8d85\u9810\u671f\u4f46\u80a1\u50f9\u4e0b\u8dcc\uff0c\u9019\u4e26\u975e\u5c0d AI \u9700\u6c42\u7684\u5426\u5b9a\uff1b\u800c\u662f\u5e02\u5834\u5728\u554f\u6211\u5011\u662f\u5426\u53ea\u662f\u63d0\u524d\u62c9\u4e86\u4e00\u5b63\u7684\u4e0a\u884c\uff0c\u4ee5\u53ca\u4f9b\u61c9\u6703\u591a\u5feb\u8ffd\u4e0a\u3002\u9019\u7a2e\u61f7\u7591\u662f\u5065\u5168\u7684\u3002\u5b83\u8b93\u672c\u76ca\u6bd4\u4fdd\u6301\u8aa0\u5be6\uff0c\u5c07\u6301\u4e45\u52dd\u51fa\u8005\u5f9e\u540c\u60c5\u8cb7\u76e4\u4e2d\u5206\u96e2\u51fa\u4f86\uff0c\u4e26\u63d0\u9192\u6295\u8cc7\u8005 AI \u4e0d\u662f\u514d\u8cbb\u5348\u9910\uff0c\u800c\u662f\u4e00\u500b\u9700\u4ed8\u5e33\u55ae\u3001\u6709\u74f6\u9838\u8207\u5177\u9ad4\u6642\u7a0b\u7684\u8cc7\u672c\u652f\u51fa\u5faa\u74b0\u3002<\/p>\n<p>\u6295\u8cc7\u4eba\u8996\u89d2\uff1a\u5982\u679c\u4f60\u6301\u6709 AI \u76f8\u95dc\u7522\u696d\uff0c\u61c9\u5c11\u95dc\u6ce8\u8a87\u98fe\u8a5e\uff0c\u591a\u95dc\u6ce8\u6295\u5165\u7aef\u3002HBM\u3001\u5148\u9032\u5c01\u88dd\u8207\u7db2\u8def\u7684\u4f9b\u61c9\u93c8\u7522\u80fd\u5c07\u6c7a\u5b9a\u672a\u4f86\u6578\u5b63\u7684\u51fa\u8ca8\u7bc0\u594f\u3002\u8d0f\u5bb6\u662f\u90a3\u4e9b\u80fd\u628a\u8a02\u55ae\u7a4d\u58d3\u8f49\u63db\u6210\u66f4\u9ad8\u6bdb\u5229\u6536\u5165\u7684\u516c\u53f8\uff0c\u7576\u5e02\u5834\u9084\u5728\u722d\u8ad6\u9580\u6abb\u662f\u5426\u300c\u904e\u9ad8\u300d\u6642\u3002\u5728\u9019\u689d\u76e4\u8def\u4e0a\uff0c\u52dd\u5831\u6703\u78ba\u8a8d\u8da8\u52e2\uff0c\u4f46\u6307\u5f15\u8207\u7522\u80fd\u8def\u7dda\u5716\u6c7a\u5b9a\u8ab0\u80fd\u771f\u6b63\u7372\u5229\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u5728 Micron \u516c\u5e03\u4eae\u773c\u7b2c\u4e8c\u5b63\u696d\u7e3e\u5f8c\uff0c\u534a\u5c0e\u9ad4\u6210\u70ba\u7126\u9ede\uff0c\u70ba AI \u57fa\u790e\u8a2d\u65bd\u9700\u6c42\u92ea\u8def\uff0cNvidia\u3001AMD\u3001Broadcom \u8207 Intel \u5c07\u53ef\u80fd\u5f15\u9818\u5e02\u5834\u8b8a\u5c40\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":[426],"tags":[675,640,773],"class_list":["post-626767","post","type-post","status-publish","format-standard","hentry","category-market-news-zh-hant","tag--zh-hant","tag-640","tag-773"],"acf":[],"_links":{"self":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts\/626767","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/users\/50"}],"replies":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/comments?post=626767"}],"version-history":[{"count":1,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts\/626767\/revisions"}],"predecessor-version":[{"id":626779,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts\/626767\/revisions\/626779"}],"wp:attachment":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/media?parent=626767"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/categories?post=626767"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/tags?post=626767"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}