{"id":644666,"date":"2026-06-18T06:07:19","date_gmt":"2026-06-18T13:07:19","guid":{"rendered":"https:\/\/nai500.com\/?p=644666"},"modified":"2026-06-18T06:07:19","modified_gmt":"2026-06-18T13:07:19","slug":"%e6%9a%b4%e6%bc%b2-5655-%e7%9a%84-sandisk%ef%bc%8c%e9%82%84%e6%b2%92%e8%a6%8b%e9%a0%82%ef%bc%9f","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hant\/blog\/2026\/06\/%e6%9a%b4%e6%bc%b2-5655-%e7%9a%84-sandisk%ef%bc%8c%e9%82%84%e6%b2%92%e8%a6%8b%e9%a0%82%ef%bc%9f\/","title":{"rendered":"\u66b4\u6f32 5655% \u7684 SanDisk\uff0c\u9084\u6c92\u898b\u9802\uff1f"},"content":{"rendered":"<p>2025 \u5e74 2 \u6708\u5f9e\u897f\u90e8\u6578\u64da\u5206\u62c6\u3001\u4ee5\u7368\u7acb\u4e3b\u9ad4\u91cd\u8fd4\u7d0d\u65af\u9054\u514b\u4ee5\u4f86\uff0c\u5b58\u5132\u82af\u7247\u5ee0\u5546<a href=\"https:\/\/nai500.com\/zh-hant\/%e8%82%a1%e7%a5%a8%e6%9f%a5%e8%a9%a2\/?qm_symbol=SNDK\"> SanDisk\uff08SNDK\uff09<\/a>\u8d70\u51fa\u4e86\u7f8e\u80a1\u53f2\u4e0a\u7f55\u898b\u7684\u55ae\u5e74\u725b\u5e02\u884c\u60c5\u3002\u8a72\u80a1\u80a1\u50f9\u8f03\u5206\u62c6\u521d\u671f\u7d2f\u8a08\u6f32\u5e45\u5df2\u7a81\u7834 5655%\u2014\u2014 \u4e0a\u5e02\u9996\u65e5\u6295\u5165\u7684 1000 \u7f8e\u5143\uff0c\u5982\u4eca\u5c0d\u61c9\u5e02\u503c\u5df2\u8d85 5.7 \u842c\u7f8e\u5143\u3002<\/p>\n<p>\u5c31\u5728 6 \u6708\u4e2d\u65ec\u5275\u4e0b 2167 \u7f8e\u5143\u7684\u6b77\u53f2\u65b0\u9ad8\u5f8c\uff0c\u8a72\u80a1\u66fe\u5169\u500b\u4ea4\u6613\u65e5\u5167\u56de\u64a4\u8d85 11%\uff0c\u5287\u70c8\u9707\u76ea\u5c07\u5e02\u5834\u5206\u6b67\u63a8\u5411\u9802\u9ede\uff1a\u9019\u6ce2\u7531 AI \u5b58\u5132\u7d05\u5229\u9a45\u52d5\u7684\u53f2\u8a69\u7d1a\u4e0a\u6f32\uff0c\u7a76\u7adf\u4ecd\u6709\u4e0a\u884c\u7a7a\u9593\uff0c\u9084\u662f\u5df2\u7d93\u81e8\u8fd1\u884c\u60c5\u9802\u9ede\uff1f<\/p>\n<h2>AI \u5b58\u5132\u4f9b\u9700\u932f\u914d \u696d\u7e3e\u8207\u9577\u55ae\u5f62\u6210\u96d9\u91cd\u652f\u6490<\/h2>\n<p>SanDisk \u80a1\u50f9\u7684\u72c2\u98c6\uff0c\u672c\u8cea\u662f AI \u7b97\u529b\u7206\u767c\u4e0b\u5b58\u5132\u884c\u696d\u4f9b\u9700\u683c\u5c40\u53cd\u8f49\u7684\u96c6\u4e2d\u9ad4\u73fe\u3002<\/p>\n<p>\u96a8\u8457\u4e9e\u99ac\u905c\u3001\u5fae\u8edf\u3001\u7a40\u6b4c\u7b49\u79d1\u6280\u5de8\u982d\u52a0\u901f AI \u6578\u64da\u4e2d\u5fc3\u64f4\u5efa\uff0c\u9ad8\u901f\u9583\u5b58\u7684\u9700\u6c42\u5448\u7206\u767c\u5f0f\u589e\u9577\u3002\u50b3\u7d71\u6a5f\u68b0\u786c\u76e4\uff08HDD\uff09\u7522\u80fd\u56b4\u91cd\u53d7\u9650\uff0c\u4ea4\u4ed8\u9031\u671f\u5df2\u62c9\u9577\u81f3 2027 \u5e74\u5e95\uff0c\u982d\u90e8\u5ee0\u5546\u5df2\u958b\u555f 2028 \u5e74\u7522\u80fd\u5206\u914d\uff0c\u5012\u903c\u4e0b\u6e38\u5ba2\u6236\u52a0\u901f\u8f49\u5411 NAND \u9583\u5b58\u56fa\u614b\u786c\u76e4\uff08SSD\uff09\u586b\u88dc\u7f3a\u53e3\u3002\u4f9b\u7d66\u7aef\uff0c\u5168\u7403\u4e3b\u6d41\u5b58\u5132\u5ee0\u5546\u70ba\u8ffd\u9010\u66f4\u9ad8\u5229\u6f64\u7387\uff0c\u7d1b\u7d1b\u5c07\u7522\u80fd\u8f49\u5411\u9ad8\u5e36\u5bec\u5167\u5b58\uff08HBM\uff09\uff0c\u884c\u696d\u6e2c\u7b97\u986f\u793a 2027 \u5e74\u5168\u7403 NAND \u9583\u5b58\u7522\u80fd\u8f03 2022 \u5e74\u5cf0\u503c\u6216\u5c07\u4e0b\u6ed1 40%\uff0c\u4f9b\u9700\u7f3a\u53e3\u6709\u671b\u6301\u7e8c\u64f4\u5927\u3002<\/p>\n<p>\u884c\u696d\u7d05\u5229\u5df2\u76f4\u63a5\u514c\u73fe\u70ba\u696d\u7e3e\u7206\u767c\u30022026 \u8ca1\u5e74\u7b2c\u4e09\u5b63\u5ea6\uff0cSanDisk \u55ae\u5b63\u71df\u6536\u9054 59.5 \u5104\u7f8e\u5143\uff0c\u74b0\u6bd4\u8fd1\u4e4e\u7ffb\u500d\uff1b\u975e GAAP \u6bdb\u5229\u7387\u5347\u81f3 78.4%\uff0c\u540c\u6bd4\u6fc0\u589e\u8d85 55 \u500b\u767e\u5206\u9ede\uff0c\u5275\u4e0b\u5168\u7403\u5b58\u5132\u884c\u696d\u6bdb\u5229\u7387\u6b77\u53f2\u65b0\u9ad8\u3002\u66f4\u95dc\u9375\u7684\u662f\uff0c\u516c\u53f8\u5df2\u7c3d\u4e0b\u591a\u4efd\u591a\u5e74\u671f\u4f9b\u61c9\u5354\u8b70\uff0c\u5728\u624b\u8a02\u55ae\u7e3d\u984d\u9054 420 \u5104\u7f8e\u5143\uff0c2026 \u5e74\u7522\u80fd\u5df2\u5168\u90e8\u552e\u7f44\uff0c2027 \u5e74\u7522\u80fd\u4e5f\u5df2\u9396\u5b9a\u8d85\u4e09\u5206\u4e4b\u4e00\uff0c\u5927\u5e45\u5e73\u6ed1\u4e86\u77ed\u671f\u9031\u671f\u6ce2\u52d5\u98a8\u96aa\u3002<\/p>\n<p>\u83ef\u723e\u8857\u6a5f\u69cb\u8fd1\u671f\u5bc6\u96c6\u4e0a\u8abf\u76c8\u5229\u9810\u671f\u3002\u745e\u7a57\u8b49\u5238\u7d66\u51fa 2200 \u7f8e\u5143\u76ee\u6a19\u50f9\uff0c\u5224\u65b7 2028 \u5e74\u524d NAND \u9583\u5b58\u96e3\u6709\u5be6\u8cea\u6027\u65b0\u589e\u4f9b\u7d66\uff1b\u7f8e\u570b\u9280\u884c\u5c07\u76ee\u6a19\u50f9\u4e0a\u8abf\u81f3 2100 \u7f8e\u5143\uff0c\u8a8d\u70ba\u50f9\u683c\u4e0a\u884c\u5c07\u6301\u7e8c\u63a8\u5347\u516c\u53f8\u76c8\u5229\u6c34\u5e73\u3002\u6309\u5e02\u5834\u4e00\u81f4\u9810\u671f\uff0c2028 \u8ca1\u5e74 SanDisk \u6bcf\u80a1\u6536\u76ca\u6709\u671b\u9054\u5230 188.78 \u7f8e\u5143\uff0c\u5373\u4fbf\u4f30\u503c\u7dad\u6301\u8207\u7d0d\u65af\u9054\u514b 100 \u6307\u6578\u76f8\u7576\u7684\u6c34\u5e73\uff0c\u5c0d\u61c9\u80a1\u50f9\u4ecd\u53ef\u9054 5098 \u7f8e\u5143\uff0c\u8f03\u7576\u524d\u50f9\u4f4d\u4ecd\u6709\u8d85 150% \u7684\u4e0a\u884c\u7a7a\u9593\u3002<\/p>\n<h2>\u9031\u671f\u5c6c\u6027\u96e3\u9006 \u9ad8\u4f4d\u4f30\u503c\u6697\u85cf\u56de\u8abf\u58d3\u529b<\/h2>\n<p>\u770b\u591a\u908f\u8f2f\u4e4b\u5916\uff0c\u5b58\u5132\u884c\u696d\u7684\u5f37\u9031\u671f\u6027\u8207\u7576\u524d\u7684\u9ad8\u4f30\u503c\u59cb\u7d42\u662f\u61f8\u5728 SanDisk \u982d\u9802\u7684\u6838\u5fc3\u98a8\u96aa\u3002<\/p>\n<p>\u5b58\u5132\u884c\u696d\u7684\u4f9b\u9700\u7f3a\u53e3\u4e26\u975e\u6c38\u4e45\u72c0\u614b\u3002\u96a8\u8457\u5f8c\u7e8c\u7522\u80fd\u9010\u6b65\u6295\u653e\u8207 AI \u9700\u6c42\u589e\u901f\u908a\u969b\u653e\u7de9\uff0c\u4f9b\u9700\u7d42\u5c07\u56de\u6b78\u5e73\u8861\uff0cSanDisk \u7684\u5b9a\u50f9\u6b0a\u5c07\u96a8\u4e4b\u5f31\u5316\uff0c\u7576\u524d\u8655\u65bc\u6b77\u53f2\u9ad8\u4f4d\u7684\u5229\u6f64\u7387\u5fc5\u7136\u9762\u81e8\u58d3\u7e2e \u2014\u2014 \u800c\u8d85\u9ad8\u76c8\u5229\u9810\u671f\u6b63\u662f\u652f\u6490\u672c\u8f2a\u80a1\u50f9\u66b4\u6f32\u7684\u6838\u5fc3\u652f\u67f1\u3002\u7d93\u6b77\u4e00\u5e74\u8d85 50 \u500d\u7684\u6f32\u5e45\u5f8c\uff0c\u7576\u524d\u80a1\u50f9\u5df2\u8fd1\u4e4e\u8a08\u5165\u6240\u6709\u5229\u597d\u9810\u671f\uff0c\u8655\u65bc \u201c\u5b9a\u50f9\u63a5\u8fd1\u5b8c\u7f8e\u201d \u7684\u72c0\u614b\uff0c\u4efb\u4f55\u908a\u969b\u5229\u7a7a\u90fd\u53ef\u80fd\u5f15\u767c\u80a1\u50f9\u5927\u5e45\u6ce2\u52d5\u3002<\/p>\n<p>\u622a\u81f3 6 \u6708 17 \u65e5\uff0cSanDisk \u7e3d\u5e02\u503c\u5df2\u63a5\u8fd1 2950 \u5104\u7f8e\u5143\uff0c\u52d5\u614b\u5e02\u76c8\u7387\u8d85 65 \u500d\uff0c\u986f\u8457\u9ad8\u65bc\u79d1\u6280\u786c\u4ef6\u884c\u696d\u4e2d\u4f4d\u6c34\u5e73\u3002\u5118\u7ba1\u516c\u53f8\u901a\u904e\u9577\u55ae\u6a21\u5f0f\u8a66\u5716\u5f31\u5316\u9031\u671f\u5c6c\u6027\uff0c\u4f46\u5b58\u5132\u884c\u696d\u7684\u9031\u671f\u8f2a\u56de\u5f9e\u672a\u88ab\u5fb9\u5e95\u6253\u7834\uff0c\u672c\u8f2a\u4e0a\u884c\u5468\u671f\u7d42\u6709\u8f49\u5411\u7684\u4e00\u5929\uff0c\u53ea\u662f\u62d0\u9ede\u5230\u4f86\u7684\u6642\u9593\u5c1a\u672a\u660e\u78ba\u3002<\/p>\n<p>\u4e0a\u5e02\u4ee5\u4f86\uff0cSanDisk \u80a1\u50f9\u7684\u9ad8\u6ce2\u52d5\u6027\u5df2\u6709\u5145\u5206\u986f\u73fe\u3002\u9664\u672c\u6b21\u55ae\u65e5\u8d85 11% \u7684\u56de\u8abf\u5916\uff0c6 \u6708\u4ee5\u4f86\u591a\u500b\u4ea4\u6613\u65e5\u6f32\u8dcc\u5e45\u8d85 10%\u3002\u5e02\u5834\u666e\u904d\u89c0\u9ede\u8a8d\u70ba\uff0c\u5f8c\u7e8c\u80a1\u50f9\u5927\u5e45\u9707\u76ea\u4ecd\u5c07\u662f\u5e38\u614b\u3002<\/p>\n<p>\u7576\u524d\u4f86\u770b\uff0cAI \u5b58\u5132\u7684\u7522\u696d\u7d05\u5229\u4ecd\u5728\u6301\u7e8c\u91cb\u653e\uff0cSanDisk \u7684\u696d\u7e3e\u514c\u73fe\u8207\u8a02\u55ae\u5132\u5099\u4ecd\u6709\u5805\u5be6\u652f\u6490\uff1b\u4f46\u884c\u696d\u9031\u671f\u7684\u4e0b\u884c\u58d3\u529b\u7d42\u5c07\u5230\u4f86\uff0c\u9ad8\u4f30\u503c\u4e5f\u5c0d\u5f8c\u7e8c\u589e\u9577\u63d0\u51fa\u4e86\u66f4\u9ad8\u8981\u6c42\u3002\u66b4\u6f32 5655% \u4e4b\u5f8c\uff0c\u9019\u53ea AI \u5b58\u5132\u9f8d\u982d\u7684\u884c\u60c5\u662f\u5426\u898b\u9802\uff0c\u4ecd\u9700\u4ea4\u7531\u4f9b\u9700\u683c\u5c40\u7684\u9010\u6b65\u6f14\u8b8a\u8207\u696d\u7e3e\u7684\u6301\u7e8c\u9a57\u8b49\u4f86\u7d66\u51fa\u7b54\u6848\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"<p>2025 \u5e74 2 \u6708\u5f9e\u897f\u90e8\u6578\u64da\u5206\u62c6\u3001\u4ee5\u7368\u7acb\u4e3b\u9ad4\u91cd\u8fd4\u7d0d\u65af\u9054\u514b\u4ee5\u4f86\uff0c\u5b58\u5132\u82af\u7247\u5ee0\u5546 SanDisk\uff08SNDK\uff09\u8d70\u51fa\u4e86 [&hellip;]<\/p>\n","protected":false},"author":27,"featured_media":555921,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":"","_links_to":"","_links_to_target":""},"categories":[1522,431],"tags":[675,2174,1677,2138],"class_list":["post-644666","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-1522","category-trends-strategies-zh-hant","tag--zh-hant","tag-2174","tag-technology-zh-hant","tag-2138","sectors-technology-zh-hant","locations-us-zh-hant","exchange-nasdaq-zh-hant"],"acf":[],"_links":{"self":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts\/644666","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\/27"}],"replies":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/comments?post=644666"}],"version-history":[{"count":3,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts\/644666\/revisions"}],"predecessor-version":[{"id":644669,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts\/644666\/revisions\/644669"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/media\/555921"}],"wp:attachment":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/media?parent=644666"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/categories?post=644666"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/tags?post=644666"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}