\u8fd1\u671f\u534a\u5c0e\u9ad4\u677f\u584a\u6210\u70ba\u5e02\u5834\u6700\u71b1\u9580\u7684\u8cfd\u9053\uff0c\u5176\u4e2d\u5b58\u5132\u82af\u7247\u677f\u584a\u501f\u8457 AI \u6771\u98a8\u8868\u73fe\u5c24\u70ba\u7a81\u51fa\u3002\u97d3\u570b\u5b58\u5132\u5de8\u982d SK \u6d77\u529b\u58eb\uff08000660.KS\uff09\u8a08\u5283\u5728\u7f8e\u570b\u767c\u884c\u898f\u6a21\u7d04 280 \u5104\u7f8e\u5143\u7684\u5b58\u6258\u6191\u8b49\uff08ADR\uff09\uff0c\u9019\u4e00\u6d88\u606f\u5f15\u767c\u4e86\u5168\u884c\u696d\u9023\u9396\u53cd\u61c9\uff0c\u6240\u6709\u548c\u9ad8\u5e36\u5bec\u5167\u5b58\uff08HBM\uff09\u3001AI \u986f\u5361\u82af\u7247\uff08GPU\uff09\u6cbe\u908a\u7684\u516c\u53f8\uff0c\u90fd\u53d7\u5230\u4e86\u8cc7\u91d1\u7684\u9ad8\u5ea6\u95dc\u6ce8\u3002<\/p>\n
\u6253\u500b\u6bd4\u65b9\uff0c\u5982\u679c\u628a AI \u82af\u7247\u6bd4\u4f5c\u6dd8\u91d1\u71b1\u88e1\u6316\u91d1\u7684\u93df\u5b50\uff0cHBM \u5c31\u662f\u6c7a\u5b9a\u93df\u5b50\u6027\u80fd\u597d\u58de\u7684\u6838\u5fc3\u92fc\u6750\u3002AI \u5927\u6a21\u578b\u7684\u8a13\u7df4\u4e0d\u53ea\u662f\u6bd4\u62fc\u8a08\u7b97\u80fd\u529b\uff0c\u66f4\u6975\u5ea6\u4f9d\u8cf4\u5167\u5b58\u7684\u6578\u64da\u50b3\u8f38\u901f\u5ea6\uff0cHBM \u5c31\u662f\u5c08\u9580\u70ba AI \u5834\u666f\u6253\u9020\u7684\u9ad8\u7aef\u5167\u5b58\u3002\u5b83\u7684\u7522\u80fd\u6709\u591a\u5c11\uff0c\u76f4\u63a5\u6c7a\u5b9a\u4e86\u9ad8\u7aef GPU \u80fd\u751f\u7522\u591a\u5c11\u3001AI \u7b97\u529b\u96c6\u7fa4\u80fd\u4ee5\u591a\u5feb\u7684\u901f\u5ea6\u64f4\u5efa\u3002<\/p>\n
\u9019\u6b21\u5e02\u5834\u570d\u7e5e SK \u6d77\u529b\u58eb\u7684\u884c\u60c5\u6ce2\u52d5\uff0c\u91cd\u9ede\u4e0d\u5728\u55ae\u5b63\u5ea6\u7684\u696d\u7e3e\u8d77\u4f0f\uff0c\u800c\u5728\u65bc\u672a\u4f86 1 \u5230 2 \u5e74\u88e1\uff0c\u8ab0\u771f\u6b63\u638c\u63e1\u4e86 HBM \u7684\u7522\u80fd\u548c\u5b9a\u50f9\u6b0a\u3002\u9019\u4e5f\u662f\u70ba\u4ec0\u9ebc\u8fd1\u671f\u6240\u6709\u71b1\u9580\u7684\u534a\u5c0e\u9ad4\u80a1\uff0c\u90fd\u88ab\u6b78\u5230\u4e86\u540c\u4e00\u500b\u9ad8\u5f48\u6027\u7684 AI \u5b58\u5132\u4e3b\u984c\u88e1\u3002<\/p>\n
\u4f5c\u70ba\u672c\u6b21\u4e8b\u4ef6\u7684\u4e3b\u89d2\uff0c\u9019\u7b46\u7d04 280 \u5104\u7f8e\u5143\u7684 ADR \u767c\u884c\uff0c\u76f8\u7576\u65bc\u7d66\u7f8e\u570b\u6295\u8cc7\u8005\u958b\u901a\u4e86\u4e00\u689d\u76f4\u63a5\u6295\u8cc7\u7684\u4fbf\u6377\u901a\u9053 \u2014\u2014 \u4e0d\u7528\u9060\u8d74\u97d3\u570b\u80a1\u5e02\uff0c\u5c31\u80fd\u8cb7\u5165\u9019\u5bb6\u5168\u7403\u6700\u6838\u5fc3\u7684 HBM \u4f9b\u61c9\u5546\u3002\u76ee\u524d\u767c\u884c\u9700\u6c42\u9060\u8d85\u4f9b\u7d66\uff0c\u88ab\u8d85\u984d\u8a8d\u8cfc\u4e86\u6578\u500d\uff0c\u8db3\u898b\u5e02\u5834\u5c0d AI \u5b58\u5132\u8cfd\u9053\u7684\u8ffd\u6367\u3002<\/p>\n
\u516c\u53f8\u4eca\u5e74\u80a1\u50f9\u5df2\u7d93\u5927\u5e45\u4e0a\u6f32\uff0c\u6f32\u5e45\u9054\u5230\u4e09\u4f4d\u6578\uff0c\u80cc\u5f8c\u6b63\u662f HBM \u5728 AI \u57fa\u5efa\u4e2d\u8d8a\u4f86\u8d8a\u6838\u5fc3\u7684\u5730\u4f4d\u3002\u9019\u7b46\u52df\u96c6\u7684\u8cc7\u91d1\u5c07\u4e3b\u8981\u7528\u65bc\u64f4\u7522\uff0c\u76ee\u6a19\u662f\u672a\u4f86\u5341\u5e74\u5c07 HBM \u7522\u91cf\u63d0\u5347\u4e09\u500d\uff0c\u7262\u7262\u4f54\u64da\u9019\u500b AI \u7b97\u529b\u7684\u95dc\u9375\u74f6\u9838\u4f4d\u7f6e\u3002\u81f3\u5c11\u5728\u7576\u524d\u968e\u6bb5\uff0c\u5e02\u5834\u4f9b\u9700\u7684\u8a71\u8a9e\u6b0a\u7262\u7262\u638c\u63e1\u5728\u8ce3\u65b9\u624b\u88e1\u3002<\/p>\n
\u7f8e\u5149\u7684\u4e0a\u6f32\u5c6c\uffff\u5178\u578b\u7684\u677f\u584a\u60c5\u7dd2\u5e36\u52d5\u3002HBM \u7684\u884c\u60c5\u4e0d\u6703\u53ea\u60e0\u53ca\u4e00\u5bb6\u5ee0\u5546\uff0c\u6574\u500b\u5b58\u5132\u8cfd\u9053\u90fd\u6703\u88ab\u5e36\u8d77\u71b1\u5ea6\u3002\u7f8e\u5149\u6b63\u5728\u63a8\u9032 HBM3E \u53ca\u4e0b\u4e00\u4ee3\u5c01\u88dd\u7522\u54c1\uff0c\u8a66\u5716\u6436\u4f54\u66f4\u591a\u5e02\u5834\u4efd\u984d\uff1b\u540c\u6642\u884c\u696d\u666e\u904d\u8a8d\u70ba\uff0cDRAM \u548c NAND \u9583\u5b58\u7684\u50f9\u683c\u4e0a\u6f32\u8da8\u52e2\u6703\u5ef6\u7e8c\u5230 2027 \u5e74\u3002<\/p>\n
\u5c0d\u7f8e\u570b\u672c\u571f\u6295\u8cc7\u8005\u4f86\u8aaa\uff0c\u4e0d\u60f3\u914d\u7f6e\u6d77\u5916\u500b\u80a1\u7684\u8a71\uff0c\u7f8e\u5149\u5c31\u662f\u4f48\u5c40 HBM \u884c\u60c5\u6700\u65b9\u4fbf\u7684\u672c\u571f\u6a19\u7684\u3002\u53ea\u8981 AI \u670d\u52d9\u5668\u6301\u7e8c\u653e\u91cf\u3001\u5b58\u5132\u50f9\u683c\u6301\u7e8c\u6536\u7dca\uff0c\u7f8e\u5149\u5c31\u6703\u76f4\u63a5\u53d7\u76ca\u3002<\/p>\n
\u4f5c\u70ba AI GPU \u9818\u57df\u7684\u7d55\u5c0d\u9f8d\u982d\uff0c\u4e0a\u6e38\u4f9b\u61c9\u5546\u64f4\u7522\u5c0d\u5b83\u4f86\u8aaa\u662f\u660e\u78ba\u5229\u597d\u3002\u5e02\u5834\u4e00\u76f4\u64d4\u5fc3 HBM \u7f3a\u8ca8\u6703\u9650\u5236\u82f1\u5049\u9054\u7684 GPU \u7522\u91cf\uff0cSK \u6d77\u529b\u58eb\u5927\u8209\u64f4\u7522\u7de9\u89e3\u4e86\u4f9b\u7d66\u74f6\u9838\uff0c\u4e5f\u5c31\u652f\u6490\u4e86\u82f1\u5049\u9054\u7684\u696d\u7e3e\u9810\u671f\u548c\u4f30\u503c\u6c34\u5e73\u3002\u540c\u6642\u82f1\u5049\u9054\u4e0b\u4e00\u4ee3\u82af\u7247\u5e73\u81fa\u5c0d\u9ad8\u7aef\u5167\u5b58\u7684\u4f9d\u8cf4\u5ea6\u66f4\u9ad8\uff0c\u4f9b\u7d66\u8ddf\u4e0a\u5f8c\uff0c\u7522\u54c1\u8fed\u4ee3\u7684\u7bc0\u594f\u4e5f\u6703\u66f4\u9806\u66a2\u3002<\/p>\n
AMD \u5c6c\uffff\u9593\u63a5\u53d7\u76ca\u7684 \u201c\u4e8c\u968e\u589e\u9577\u201d \u908f\u8f2f\u3002\u6bcf\u4e00\u689d AI \u5b58\u5132\u64f4\u7522\u7684\u65b0\u805e\uff0c\u90fd\u5728\u5074\u9762\u5370\u8b49 AMD \u7684 AI \u82af\u7247\u8def\u7dda\u5177\u5099\u53ef\u884c\u6027\u3002HBM \u7522\u80fd\u63d0\u5347\u5f8c\uff0cAMD \u7684 AI \u52a0\u901f\u5361\u51fa\u8ca8\u66f4\u6709\u4fdd\u969c\uff0c\u6295\u8cc7\u8005\u4e5f\u6703\u5c0d\u5b83\u8ffd\u8d95\u884c\u696d\u9f8d\u982d\u7684\u6545\u4e8b\u66f4\u6709\u8010\u5fc3\u3002\u4f46\u53cd\u904e\u4f86\u4e5f\u80fd\u770b\u51fa\uff0c\u4efb\u4f55\u60f3\u6311\u6230\u82f1\u5049\u9054\u5730\u4f4d\u7684\u5ee0\u5546\uff0c\u90fd\u9700\u8981\u4e00\u5957\u8db3\u5920\u6210\u719f\u7cbe\u5bc6\u7684\u4f9b\u61c9\u93c8\uff0c\u9580\u6abb\u6975\u9ad8\u3002<\/p>\n
\u4e09\u661f\u662f\u5bb9\u6613\u88ab\u9019\u6b21\u71b1\u9ede\u63a9\u84cb\u7684 \u201c\u96b1\u5f62\u5de8\u982d\u201d\u3002\u5118\u7ba1 SK \u6d77\u529b\u58eb\u6436\u4e86\u7f8e\u570b\u5e02\u5834\u7684\u98a8\u982d\uff0c\u4f46\u4e09\u661f\u4f9d\u7136\u662f\u5168\u7403\u5b58\u5132\u82af\u7247\u7684\u7522\u91cf\u738b\u8005\uff0c\u4e5f\u5728\u52a0\u901f\u63a8\u9032\u81ea\u5df1\u7684 HBM \u6280\u8853\u8def\u7dda\uff0c\u8a66\u5716\u596a\u56de\u5e02\u5834\u4efd\u984d\u3002\u5728\u97d3\u570b\u5168\u529b\u6276\u6301 AI \u82af\u7247\u7522\u696d\u7684\u80cc\u666f\u4e0b\uff0c\u4e09\u661f\u4e0d\u6703\u653e\u4efb SK \u6d77\u529b\u58eb\u7368\u4eab HBM \u7684\u9ad8\u5229\u6f64\u3002\u4e00\u65e6\u4e09\u661f\u555f\u52d5\u5927\u898f\u6a21\u64f4\u7522\uff0c2027-2029 \u5e74\u7684\u884c\u696d\u4f9b\u7d66\u683c\u5c40\u5c31\u53ef\u80fd\u88ab\u5fb9\u5e95\u6539\u5beb\u3002<\/p>\n
\u5b58\u5132\u884c\u696d\u4e00\u76f4\u6709\u9bae\u660e\u7684\u9031\u671f\u898f\u5f8b\uff0c\u9019\u4e00\u8f2a\u4e5f\u4e0d\u4f8b\u5916\u3002<\/p>\n
\u7576\u524d\u968e\u6bb5\uff0c\u4f9b\u7d66\u8a71\u8a9e\u6b0a\u638c\u63e1\u5728\u5ee0\u5546\u624b\u88e1\uff0c\u884c\u696d\u666e\u904d\u9810\u8a08\u4f9b\u9700\u7dca\u5f35\u7684\u683c\u5c40\u6703\u6301\u7e8c\u5230 2027 \u5e74 \u2014\u2014 \u65b0\u7522\u80fd\u7684\u5efa\u8a2d\u901f\u5ea6\u8d95\u4e0d\u4e0a\u9700\u6c42\u589e\u9577\u3002\u4f46\u7b49\u5230\u9019\u4e00\u8f2a\u5de8\u984d\u6295\u8cc7\u7684\u5de5\u5ee0\u9678\u7e8c\u6295\u7522\uff0c2028 \u5e74\u5e95\u5de6\u53f3\u4f9b\u7d66\u5c31\u6703\u660e\u986f\u5bec\u9b06\uff0c\u9019\u662f\u5b58\u5132\u884c\u696d\u53cd\u5fa9\u4e0a\u6f14\u7684\u898f\u5f8b\u3002\u6700\u5e38\u898b\u7684\u6295\u8cc7\u8aa4\u5340\uff0c\u5c31\u662f\u628a\u7576\u4e0b\u7684\u7f3a\u8ca8\u7576\u6210\u6c38\u4e45\u7684\u5e38\u614b\uff0c\u7b49\u7522\u80fd\u96c6\u4e2d\u91cb\u653e\u6642\u624d\u5f8c\u77e5\u5f8c\u89ba\u3002\u5c0d\u65bc\u719f\u6089\u9031\u671f\u7684\u6295\u8cc7\u8005\u4f86\u8aaa\uff0c\u9019\u985e\u884c\u60c5\u66f4\u9069\u5408\u9806\u52e2\u628a\u63e1\u4e0a\u6f32\u968e\u6bb5\uff0c\u800c\u975e\u76f2\u76ee\u9577\u671f\u6301\u6709\u3002<\/p>\n
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