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\u4e09\u661f\u7b2c\u4e09\u5b63\u5ea6\u7684\u8425\u4e1a\u5229\u6da6\u6bd4\u7b2c\u4e8c\u5b63\u5ea6\u589e\u957f\u4e86262.6%\u3002\u5728\u6b64\u4e4b\u524d\uff0c\u7b2c\u4e00\u5b63\u5ea6\u7684\u8425\u4e1a\u5229\u6da6\u6bd4\u4e0a\u4e00\u5b63\u5ea6\u4e0b\u964d\u4e8685.15%\uff0c\u7b2c\u4e8c\u5b63\u5ea6\u7684\u8425\u4e1a\u5229\u6da6\u6bd4\u7b2c\u4e00\u5b63\u5ea6\u5c0f\u5e45\u63d0\u9ad8\u4e864.68%\u3002<\/p>\n
SK\u6d77\u529b\u58eb\u5728\u5b63\u5ea6\u62a5\u544a\u4e2d\u8868\u793a\uff0c\u52a8\u6001\u968f\u673a\u5b58\u50a8\u5668\u4e8b\u4e1a\u5728\u4eca\u5e74\u524d\u4e24\u4e2a\u5b63\u5ea6\u51fa\u73b0\u4e8f\u635f\u540e\uff0c\u7b2c\u4e09\u5b63\u5ea6\u6062\u590d\u4e86\u76c8\u5229\u3002<\/p>\n
Dalton Investments\u9ad8\u7ea7\u7814\u7a76\u5206\u6790\u5e08James Lim\u5bf9CNBC\u8868\u793a\uff1a\u201c\u5185\u5b58\u4ef7\u683c\u56de\u5347\u7684\u4e00\u5927\u63a8\u52a8\u529b\u662f\u5168\u884c\u4e1a\u4f9b\u5e94\u51cf\u5c11\uff0c\u4ece\u800c\u5bfc\u81f4\u5e93\u5b58\u4e0b\u964d\u3002\u201d<\/p>\n
\u201c\u4e2a\u4eba\u7535\u8111\u548c\u79fb\u52a8\u5ba2\u6237\u7684\u5e93\u5b58\u4f3c\u4e4e\u5df2\u7ecf\u5927\u5e45\u4e0b\u964d\uff0c\u975e\u5e38\u4f4e\u7684\u5185\u5b58\u4ef7\u683c\u5f80\u5f80\u4f1a\u4fc3\u4f7f\u8865\u5145\u5e93\u5b58\u6216\u6bcf\u53f0\u8bbe\u5907\u589e\u52a0\u5185\u5b58\u5bb9\u91cf\uff0c\u201dLim\u8868\u793a\u3002<\/p>\n
\u6839\u636e\u5e02\u573a\u7814\u7a76\u516c\u53f8TrendForce\u7684\u6570\u636e\uff0c\u8fd9\u4e24\u5bb6\u97e9\u56fd\u516c\u53f8\u662f\u5168\u7403\u6700\u5927\u7684\u4e24\u5bb6DRAM\u82af\u7247\u5236\u9020\u5546\uff0c\u7f8e\u56fd\u7684\u7f8e\u5149\u516c\u53f8(Micron)\u6392\u5728\u7b2c\u4e09\u4f4d\u3002\u8fd9\u79cd\u5b58\u50a8\u82af\u7247\u5b58\u5728\u4e8e\u7b14\u8bb0\u672c\u7535\u8111\u548c\u667a\u80fd\u624b\u673a\u7b49\u6d88\u8d39\u8bbe\u5907\u4e2d\u3002<\/p>\n
\u4e09\u661f\u5728\u4e0a\u5468\u7684\u6536\u76ca\u62a5\u544a\u4e2d\u8868\u793a\uff1a\u201c\u968f\u7740\u5168\u884c\u4e1a\u51cf\u4ea7\uff0c\u8d8a\u6765\u8d8a\u591a\u7684\u4eba\u610f\u8bc6\u5230\u884c\u4e1a\u5df2\u7ecf\u89e6\u5e95\uff0c\u6211\u4eec\u6536\u5230\u4e86\u8bb8\u591a\u8d2d\u4e70\u54a8\u8be2\u3002\u201d\u82af\u7247\u5236\u9020\u5546\u4e00\u76f4\u5728\u901a\u8fc7\u51cf\u4ea7\u6765\u51cf\u5c11\u8fc7\u5269\u5e93\u5b58\u3002<\/p>\n
\u5728\u75ab\u60c5\u671f\u95f4\uff0c\u4f01\u4e1a\u56e4\u79ef\u5b58\u50a8\u82af\u7247\u4ee5\u6ee1\u8db3\u521b\u7eaa\u5f55\u7684\u7535\u5b50\u4ea7\u54c1\u9700\u6c42\uff0c\u4f46\u5f53\u8fd9\u79cd\u538b\u529b\u7f13\u89e3\u540e\uff0c\u5e93\u5b58\u8fc7\u5269\u3002\u901a\u8d27\u81a8\u80c0\u5bfc\u81f4\u6d88\u8d39\u8005\u63a7\u5236\u652f\u51fa\uff0c\u51cf\u5c11\u6d88\u8d39\u8bbe\u5907\u7684\u8d2d\u4e70\uff0c\u4ece\u800c\u538b\u4f4e\u4e86\u5b58\u50a8\u82af\u7247\u7684\u9700\u6c42\u548c\u4ef7\u683c\u3002<\/p>\n
\u6668\u661f\u516c\u53f8(Morningstar)\u7814\u7a76\u4e3b\u7ba1Kazunori Ito\u8868\u793a\uff0c\u201c\u8d22\u62a5\u7535\u8bdd\u4f1a\u8bae\u8bc1\u5b9e\uff0c\u5185\u5b58\u884c\u4e1a\u5df2\u7ecf\u5982\u9884\u671f\u7684\u90a3\u6837\u89e6\u5e95\u53cd\u5f39\u3002\u201d<\/p>\n
Ito\u572811\u67081\u65e5\u7684\u4e00\u4efd\u62a5\u544a\u4e2d\u8bf4\uff1a\u201c\u4e09\u661f\u7684DRAM\u5e73\u5747\u9500\u552e\u4ef7\u683c(asp)\u4e0a\u6da8\u4e86\u4e2a\u4f4d\u6570\uff0cSK\u6d77\u529b\u58eb\u7684\u5e73\u5747\u9500\u552e\u4ef7\u683c\u4e0a\u6da8\u4e8610%\uff0c\u8fd9\u662f\u4e09\u661f\u516b\u4e2a\u5b63\u5ea6\u4ee5\u6765\u9996\u6b21\u6da8\u4ef7\u3002\u201d<\/p>\n
Ito\u8868\u793a\uff1a\u201c\u6211\u4eec\u5bf9\u97e9\u56fd\u5185\u5b58\u4f9b\u5e94\u5546\u7684\u76c8\u5229\u9884\u6d4b\u8fdb\u884c\u4e86\u5c0f\u5e45\u8c03\u6574\u3002\u201d\u8fd9\u5bb6\u91d1\u878d\u670d\u52a1\u516c\u53f8\u8865\u5145\u8bf4\uff0c\u4e09\u661f\u7684\u80a1\u7968\u201c\u88ab\u4f4e\u4f30\u4e86\u201d\uff0c\u800cSK\u6d77\u529b\u58eb\u7684\u80a1\u7968\u201c\u6bd4\u6211\u4eec\u7684\u516c\u5141\u4ef7\u503c\u4f30\u8ba1\u9ad8\u51fa18%-20%\u201d\u3002<\/p>\n
\u5176\u4ed6\u82af\u7247\u5236\u9020\u5546\u4e5f\u9884\u8ba1\u524d\u666f\u5f3a\u52b2\u3002<\/p>\n
\u5168\u7403\u6700\u5927\u7684\u4ee3\u5de5\u82af\u7247\u5236\u9020\u5546\u53f0\u79ef\u7535(Taiwan Semiconductor Manufacturing Company)\u7684\u4e1a\u7ee9\u8d85\u51fa\u4e86\u5206\u6790\u5e08\u7684\u9884\u671f\uff0c\u5e76\u9884\u6d4b\u82af\u7247\u884c\u4e1a\u6700\u7cdf\u7cd5\u7684\u65f6\u671f\u53ef\u80fd\u5f88\u5feb\u5c31\u4f1a\u8fc7\u53bb\u3002\u53f0\u79ef\u7535\u4e3a\u82f9\u679c\u548c\u82f1\u4f1f\u8fbe\u7b49\u516c\u53f8\u751f\u4ea7\u6700\u5148\u8fdb\u7684\u57fa\u4e8eArm\u67b6\u6784\u7684\u5904\u7406\u5668\u3002<\/p>\n
\u603b\u90e8\u4f4d\u4e8e\u7f8e\u56fd\u7684\u9ad8\u901a\u516c\u53f8\u4e5f\u5bf9\u5f53\u524d\u5b63\u5ea6\u7ed9\u51fa\u4e86\u5f3a\u52b2\u7684\u9884\u6d4b\uff0c\u6307\u51fa\u82af\u7247\u5e02\u573a\u5c06\u590d\u82cf\u3002\u9ad8\u901a\u5236\u9020\u7684\u5904\u7406\u5668\u662f\u5927\u591a\u6570\u9ad8\u7aef\u5b89\u5353\u8bbe\u5907\u548c\u8bb8\u591a\u4f4e\u7aef\u624b\u673a\u7684\u6838\u5fc3\u3002<\/p>\n
\u201c\u5c3d\u7ba1\u5e93\u5b58\u6c34\u5e73\u57282023\u5e74\u5e74\u4e2d\u89c1\u9876\uff0c\u4f46\u76ee\u524d\u4ecd\u5904\u4e8e\u9ad8\u4f4d\uff0c\u5c24\u5176\u662fNAND(\u95ea\u5b58)\uff0c\u201d\u6668\u661f\u516c\u53f8\u7684Ito\u8868\u793a\u3002<\/p>\n
NAND\u662f\u53e6\u4e00\u79cd\u91cd\u8981\u7684\u5b58\u50a8\u82af\u7247\uff0c\u901a\u5e38\u4e0e\u4e2a\u4eba\u7535\u8111\u3001\u670d\u52a1\u5668\u548c\u667a\u80fd\u624b\u673a\u4e2d\u7684DRAM\u4e00\u8d77\u4f7f\u7528\u3002\u5b83\u53ef\u4ee5\u5b58\u50a8\u6570\u636e\uff0c\u4f46\u4e0d\u50cfDRAM\u90a3\u6837\u8017\u7535\u3002<\/p>\n
\u201c\u56e0\u6b64\uff0c\u5185\u5b58\u4f9b\u5e94\u5546\u9884\u8ba1\u5c06\u7ee7\u7eed\u7ef4\u6301\u8f83\u4f4e\u7684\u4ea7\u80fd\u5229\u7528\u7387\uff0c\u5e76\u5bf9\u660e\u5e74\u589e\u52a0\u4ea7\u80fd\u6301\u8c28\u614e\u6001\u5ea6\uff0c\u7531\u4e8e\u4f9b\u5e94\u6709\u9650\uff0c\u8fd9\u5e94\u6709\u5229\u4e8e\u5185\u5b58\u4ef7\u683c\uff0c\u201dIto\u8868\u793a\u3002<\/p>\n
TrendForce\u8868\u793a\uff0c\u9884\u8ba1\u5185\u5b58\u4f9b\u5e94\u5546\u5c06\u7ee7\u7eed\u201c\u57282024\u5e74\u7f29\u51cfDRAM\u548cNAND\u95ea\u5b58\u7684\u4ea7\u91cf\u201d\uff0c\u7279\u522b\u662f\u5728\u201c\u8d22\u52a1\u56f0\u96be\u7684NAND\u95ea\u5b58\u884c\u4e1a\u201d\u3002\u8be5\u516c\u53f8\u8fd8\u9884\u6d4b\uff0c\u52302024\u5e74\uff0cDRAM\u548cNAND\u95ea\u5b58\u7684\u9700\u6c42\u5c06\u5206\u522b\u589e\u957f13%\u548c16%\u3002<\/p>\n
\u4eba\u5de5\u667a\u80fd\u70ed\u6f6e\u63d0\u5347\u5229\u6da6<\/strong><\/p>\n SK\u6d77\u529b\u58eb\u5728\u8d22\u62a5\u4e2d\u8868\u793a\uff0c\u7b2c\u4e09\u5b63\u5ea6\uff0c\u5bf9\u751f\u6210\u5f0f\u4eba\u5de5\u667a\u80fd\u9886\u57df\u5148\u8fdb\u3001\u9ad8\u6027\u80fd\u82af\u7247\u7684\u5f3a\u52b2\u9700\u6c42\uff0c\u5e2e\u52a9\u62b5\u6d88\u4e86\u7535\u8111\u548c\u667a\u80fd\u624b\u673a\u82af\u7247\u9700\u6c42\u653e\u7f13\u7684\u5f71\u54cd\u3002<\/p>\n Dalton Investments\u7684Lim\u8868\u793a\uff1a\u201c\u5728\u670d\u52a1\u5668\u65b9\u9762\uff0c\u4eba\u5de5\u667a\u80fd\u9700\u6c42\u662f\u53e6\u4e00\u4e2a\u5f3a\u52b2\u63a8\u52a8\u529b\u3002\u201d<\/p>\n ChatGPT\u548c\u5176\u4ed6\u5927\u578b\u8bed\u8a00\u6a21\u578b\u9700\u8981\u5927\u91cf\u5148\u8fdb\u7684\u5185\u5b58\u82af\u7247\uff0c\u8fd9\u4f7f\u5f97\u8fd9\u79cd\u751f\u6210\u5f0f\u4eba\u5de5\u667a\u80fd\u6a21\u578b\u80fd\u591f\u8bb0\u4f4f\u8fc7\u53bb\u5bf9\u8bdd\u7684\u7ec6\u8282\u548c\u7528\u6237\u504f\u597d\uff0c\u4ece\u800c\u4ea7\u751f\u7c7b\u4f3c\u4eba\u7c7b\u7684\u53cd\u5e94\u3002<\/p>\n","protected":false},"excerpt":{"rendered":" \u5168\u7403\u6700\u5927\u7684\u4e24\u5bb6\u5b58\u50a8\u82af\u7247\u5236\u9020\u5546\u6700\u8fd1\u7684\u4e1a\u7ee9\u7535\u8bdd\u4f1a\u8bae\u8868\u660e\uff0c\u75b2\u8f6f\u7684\u9700\u6c42\u53ef\u80fd\u7ec8\u4e8e\u89e6\u5e95\u3002 \u4e09\u661f\u7b2c\u4e09\u5b63\u5ea6\u7684\u8425\u4e1a\u5229\u6da6\u6bd4\u7b2c\u4e8c\u5b63\u5ea6\u589e\u957f\u4e86262.6%\u3002 […]<\/a><\/p>\n<\/div>","protected":false},"author":20,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"class_list":["post-28021","post","type-post","status-publish","format-standard","category-news"],"_links":{"self":[{"href":"https:\/\/cn.dailyeconomic.com\/tech\/wp-json\/wp\/v2\/posts\/28021","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/cn.dailyeconomic.com\/tech\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/cn.dailyeconomic.com\/tech\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/cn.dailyeconomic.com\/tech\/wp-json\/wp\/v2\/users\/20"}],"replies":[{"embeddable":true,"href":"https:\/\/cn.dailyeconomic.com\/tech\/wp-json\/wp\/v2\/comments?post=28021"}],"version-history":[{"count":1,"href":"https:\/\/cn.dailyeconomic.com\/tech\/wp-json\/wp\/v2\/posts\/28021\/revisions"}],"predecessor-version":[{"id":28022,"href":"https:\/\/cn.dailyeconomic.com\/tech\/wp-json\/wp\/v2\/posts\/28021\/revisions\/28022"}],"wp:attachment":[{"href":"https:\/\/cn.dailyeconomic.com\/tech\/wp-json\/wp\/v2\/media?parent=28021"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/cn.dailyeconomic.com\/tech\/wp-json\/wp\/v2\/categories?post=28021"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/cn.dailyeconomic.com\/tech\/wp-json\/wp\/v2\/tags?post=28021"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}