SK Hynix \u5df2\u5728 2026 \u5e74\u4e0b\u534a\u5e74\u79d8\u5bc6\u63d0\u4ea4\u7f8e\u570b\u4e0a\u5e02\u7533\u8acb\uff0c\u70ba\u53ef\u80fd\u6210\u70ba\u4e94\u5e74\u4f86\u6700\u5927\u7684\u7f8e\u570b\u9996\u767c\u6848\u92ea\u8def\uff0c\u4e26\u76f4\u63a5\u6aa2\u9a57\u83ef\u723e\u8857\u5c0d AI \u8a18\u61b6\u9ad4\u73fe\u91d1\u6d41\u7684\u80c3\u7d0d\u3002\u77e5\u60c5\u4eba\u58eb\u8868\u793a\uff0c\u8a72\u6676\u7247\u88fd\u9020\u5546\u53ef\u80fd\u51fa\u552e 2% \u81f3 3% \u7684\u80a1\u4efd\uff0c\u53ef\u80fd\u52df\u5f97 96 \u5104\u81f3 144 \u5104\u7f8e\u5143\uff0c\u7528\u4ee5\u70ba\u97d3\u570b\u9f8d\u4ec1\u96c6\u7fa4\u7684\u5de5\u5ee0\u548c\u5370\u7b2c\u5b89\u7d0d\u5dde\u7684\u65b0\u5ee0\u878d\u8cc7\u3002\u9996\u723e\u80a1\u50f9\u5c0f\u5e45\u4e0a\u6f32\uff0c\u4f46\u843d\u5f8c\u65bc\u66f4\u5ee3\u6cdb\u7684 KOSPI \u5927\u5e45\u53cd\u5f48\uff0c\u6295\u8cc7\u4eba\u4e00\u65b9\u9762\u5728\u8861\u91cf\u65bc\u7d10\u7d04\u91cd\u8a2d\u4f30\u503c\u7684\u627f\u8afe\uff0c\u53e6\u4e00\u65b9\u9762\u64d4\u6182\u7a00\u91cb\u8207\u653f\u7b56\u6469\u64e6\u98a8\u96aa\u3002<\/p>\n
\u5728\u7d10\u7d04\u91cd\u8a2d\u4f30\u503c\uff1a\u6838\u5fc3\u8ad6\u9ede\u5f88\u7c21\u55ae\u3002SK Hynix \u662f\u9ad8\u983b\u5bec\u8a18\u61b6\u9ad4\uff08HBM\uff09\u7684\u95dc\u9375\u4f9b\u61c9\u5546\uff0cHBM \u662f\u4f9b\u61c9 Nvidia \u8207 AMD AI \u52a0\u901f\u5668\u7684\u95dc\u9375\u5143\u4ef6\uff0c\u4f46\u516c\u53f8\u4ea4\u6613\u6240\u5728\u7684\u5e02\u5834\u4e2d\u5e7e\u4e4e\u6c92\u6709\u76f4\u63a5\u53ef\u6bd4\u5c0d\u624b\u3002\u82e5\u5728\u7f8e\u4e0a\u5e02\uff0c\u8a72\u516c\u53f8\u5c07\u8207 Micron Technology (MU) \u4e26\u5217\u65bc\u87a2\u5e55\u4e0a\uff0c\u4e26\u8feb\u4f7f\u5e02\u5834\u5c0d\u6bdb\u5229\u3001\u6280\u8853\u8def\u7dda\u5716\u8207\u8cc7\u672c\u5bc6\u96c6\u5ea6\u505a\u51fa\u66f4\u6e05\u6670\u7684\u6bd4\u8f03\u3002\u7ba1\u7406\u5c64\u8868\u793a\uff0c\u9019\u4e00\u8209\u52d5\u662f\u70ba\u4e86\u8b93\u5176\u4f01\u696d\u50f9\u503c\u5728\u5168\u7403\u6700\u6df1\u7684\u80a1\u672c\u6c60\u4e2d\u7372\u5f97\u91cd\u65b0\u8a55\u4f30\u3002\u9019\u4e00\u8ad6\u9ede\u5728\u4e00\u500b\u5df2\u88ab\u8a13\u7df4\u6210\u91cd\u8996 AI \u8cc7\u6599\u4e2d\u5fc3\u69d3\u687f\u4ee5\u53ca\u7cfb\u7d71\u6bcf\u55ae\u4f4d\u5167\u5bb9\u6301\u7e8c\u6210\u9577\u7684\u5e02\u5834\u4e2d\u5177\u6709\u5438\u5f15\u529b\u3002\u5982\u679c Hynix \u80fd\u8b49\u660e\u5728 HBM \u4e0a\u5177\u6709\u6301\u4e45\u7684\u5b9a\u50f9\u80fd\u529b\uff0c\u7d10\u7d04\u7684\u53ef\u898b\u5ea6\u53ef\u80fd\u6703\u7e2e\u5c0f\u5176\u8207\u7f8e\u570b\u540c\u696d\u9577\u671f\u8a0e\u8ad6\u4e2d\u7684\u4f30\u503c\u500d\u6578\u5dee\u8ddd\u3002<\/p>\n
\u8cc7\u52a9 AI \u8ecd\u5099\u7af6\u8cfd\uff1a\u52df\u5f97\u8cc7\u91d1\u5c07\u7528\u65bc\u7522\u80fd\u8207\u80fd\u529b\u5efa\u8a2d\u3002\u9f8d\u4ec1\u8d85\u7d1a\u96c6\u7fa4\u662f\u97d3\u570b\u5148\u9032\u8a18\u61b6\u9ad4\u64f4\u7522\u7684\u6838\u5fc3\u3002\u5728\u7f8e\u570b\uff0c\u8a72\u516c\u53f8\u898f\u5283\u4e86\u4ee5\u5370\u7b2c\u5b89\u7d0d\u70ba\u91cd\u5fc3\u7684\u5c08\u6848\uff0c\u805a\u7126\u5148\u9032\u5c01\u88dd\uff0c\u4e26\u53ef\u80fd\u505a\u6a21\u7d44\u7d44\u88dd\uff0c\u9019\u8207\u83ef\u5e9c\u63a8\u52d5\u6676\u7247\u4f9b\u61c9\u93c8\u5728\u672c\u571f\u5316\u7684\u653f\u7b56\u76f8\u7b26\u3002\u7ba1\u7406\u5c64\u4e5f\u63d0\u51fa\u4e86\u5927\u81bd\u7684\u8cc7\u7522\u8ca0\u50b5\u8868\u76ee\u6a19\uff0c\u7784\u6e96\u4e86\u8d85\u904e 100 \u5146\u97d3\u5713\u7684\u6de8\u73fe\u91d1\uff08\u76f8\u8f03\u65bc 2025 \u5e74\u5e95\u7684 12.7 \u5146\uff09\uff0c\u8868\u660e\u5176\u5e0c\u671b\u70ba\u8cc7\u672c\u652f\u51fa\u8207\u7b56\u7565\u5f48\u6027\u4fdd\u7559\u5f48\u85e5\u3002\u6642\u5e8f\u5f88\u91cd\u8981\u3002\u96a8\u8457\u8d85\u5927\u898f\u6a21\u96f2\u7aef\u5ee0\u5546\u9396\u5b9a\u4e0b\u4e00\u4ee3\u52a0\u901f\u5668\uff0cAI \u4f3a\u670d\u5668\u9700\u6c42\u4ecd\u5728\u64f4\u5f35\uff1b\u6bcf\u4e00\u4ee3 GPU \u90fd\u9700\u6c42\u66f4\u591a\u7684 HBM \u758a\u5c64\u8207\u66f4\u9ad8\u983b\u5bec\u3002\u73fe\u5728\u4ee5\u898f\u6a21\u53d6\u5f97\u8cc7\u672c\uff0c\u80fd\u5e6b\u52a9 Hynix \u4fdd\u6301\u5728 2027\u20132028 \u5e74\u90e8\u7f72\u7684\u95dc\u9375\u8def\u5f91\u4e0a\u3002<\/p>\n
\u4f9b\u4e0d\u61c9\u6c42\u7684\u7522\u80fd\u8207\u5b9a\u50f9\u529b\u98a8\u96aa\uff1aHynix \u7684 HBM \u7522\u7dda\u5df2\u9023\u7e8c\u6578\u5b63\u4f9b\u4e0d\u61c9\u6c42\uff0c\u7ba1\u7406\u5c64\u6307\u51fa\u4e0b\u4e00\u500b\u9031\u671f\u7684 DRAM\u3001NAND \u8207 HBM \u7522\u80fd\u5be6\u969b\u4e0a\u5df2\u88ab\u9810\u8a02\u3002\u9019\u7a2e\u7a00\u7f3a\u6027\u652f\u6490\u4e86\u80a1\u6b0a\u6545\u4e8b\uff1a\u516c\u53f8\u5728 HBM \u826f\u7387\u8207\u758a\u5c64\u8907\u96dc\u5ea6\u4e0a\u7684\u57f7\u884c\u8d85\u8d8a\u5c0d\u624b\uff0c\u4e14\u5728\u65d7\u8266 AI \u5e73\u53f0\u7684\u512a\u5148\u4f9b\u61c9\u5546\u540d\u55ae\u4e0a\u5c45\u524d\u3002\u6295\u8cc7\u4eba\u6703\u8cea\u7591\uff0c\u9019\u7a2e\u7a00\u7f3a\u6027\u662f\u5426\u80fd\u652f\u6490\u66f4\u9ad8\u7684\u9577\u671f\u50f9\u683c\uff0c\u6216\u96a8\u8457\u7af6\u722d\u8005\u984d\u5916\u7bc0\u9ede\u7684\u91cf\u7522\u800c\u9010\u6f38\u6d88\u9000\u3002\u4f9b\u61c9\u93c8\u4e2d\u6d41\u50b3\u7684\u5831\u5c0e\u6307\u51fa\uff0c\u5c0d\u4e0b\u4e00\u4ee3 HBM \u6709\u7a4d\u6975\u7684\u5b9a\u50f9\u91ce\u5fc3\uff0c\u4ee5\u8f03\u9ad8\u6210\u672c\u8207\u6027\u80fd\u589e\u76ca\u70ba\u7531\u3002\u7136\u5f9e Nvidia (NVDA) \u5230\u4e3b\u8981\u96f2\u7aef\u8cb7\u5bb6\uff0c\u5ba2\u6236\u4e5f\u63e1\u6709\u81ea\u5df1\u7684\u8b70\u50f9\u80fd\u529b\u3002\u4efb\u4f55\u904e\u5ea6\u5b9a\u50f9\u7684\u8de1\u8c61\u90fd\u53ef\u80fd\u52a0\u901f\u5ba2\u6236\u5c0b\u6c42\u7b2c\u4e8c\u4f9b\u61c9\u4f86\u6e90\u6216\u6280\u8853\u8f49\u79fb\uff0c\u5c24\u5176\u5728 Micron \u8207 Samsung \u63a8\u9032\u5176 HBM \u8def\u7dda\u5716\u6642\u3002\u4e0a\u5e02\u6558\u4e8b\u9700\u638c\u63e1\u5e73\u8861\uff1a\u5c55\u793a\u50f9\u683c\u7d00\u5f8b\u7684\u540c\u6642\u4e0d\u5f15\u767c\u5ba2\u6236\u53cd\u5f48\u3002<\/p>\n
\u516c\u53f8\u6cbb\u7406\u3001\u7a00\u91cb\u8207\u8cb7\u56de\u8072\u6d6a\uff1a\u97d3\u570b\u4f01\u696d\u6cbb\u7406\u8ad6\u58c7\u53cd\u5c0d\u70ba\u7f8e\u570b\u4e0a\u5e02\u800c\u767c\u884c\u65b0\u80a1\uff0c\u8b66\u544a\u7a00\u91cb\u4e26\u4e3b\u5f35 Hynix \u5728\u8cc7\u672c\u652f\u51fa\u8207\u7814\u767c\u5f8c\u53ef\u81ea\u7522\u8db3\u5920\u73fe\u91d1\u4f86\u8cc7\u52a9\u64f4\u5f35\u3002\u570b\u5167\u57fa\u91d1\u7d93\u7406\u5247\u6566\u4fc3\u516c\u53f8\u512a\u5148\u9032\u884c 10% \u81f3 15% \u7684\u80a1\u6b0a\u56de\u8cfc\uff0c\u4e26\u7528\u56de\u8cfc\u80a1\u4f9b\u7f8e\u570b\u516c\u958b\u767c\u884c\u4e4b\u7528\u3002\u9019\u662f\u4efb\u4f55\u96d9\u91cd\u5e02\u5834\u7b56\u7565\u4e2d\u7684\u5f35\u529b\uff1a\u5728\u7c4c\u63aa\u5ec9\u50f9\u6210\u9577\u8cc7\u91d1\u7684\u540c\u6642\u7ba1\u7406\u80a1\u6771\u6b0a\u76ca\u5831\u916c\u7684\u5916\u89c0\u8207\u80a1\u6771\u4fe1\u4efb\u3002\u5c0d\u5168\u7403\u6295\u8cc7\u8005\u800c\u8a00\uff0c\u7d50\u69cb\u6703\u662f\u95dc\u9375\u6307\u6a19\u3002\u5229\u7528\u65e2\u6709\u80a1\u4efd\u505a\u4e8c\u6b21\u767c\u884c\u53ef\u9650\u5236\u7a00\u91cb\u4e14\u8f03\u70ba\u4e7e\u6de8\uff1b\u76f4\u63a5\u52df\u96c6\u5c31\u80fd\u6700\u5927\u5316\u7522\u80fd\u8cc7\u91d1\u4f46\u82e5\u6295\u8cc7\u4eba\u64d4\u5fc3\u7121\u6b62\u5883\u7684\u8cc7\u672c\u652f\u51fa\u5faa\u74b0\uff0c\u5247\u53ef\u80fd\u5c0e\u81f4\u4f30\u503c\u4e0b\u8abf\u3002\u516c\u53f8\u7684\u4fdd\u5bc6\u7533\u8acb\u70ba\u8abf\u6574\u898f\u6a21\u8207\u7d50\u69cb\u4ee5\u914d\u5408\u5e02\u5834\u689d\u4ef6\u722d\u53d6\u6642\u9593\uff0c\u4f46\u4e5f\u63d0\u9ad8\u4e86\u5728\u8def\u6f14\u524d\u63d0\u4f9b\u6e05\u6670\u8cc7\u672c\u914d\u7f6e\u6307\u5f15\u7684\u8981\u6c42\u3002<\/p>\n
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