{"id":28382,"date":"2023-12-21T16:05:51","date_gmt":"2023-12-21T08:05:51","guid":{"rendered":"https:\/\/cn.dailyeconomic.com\/tech\/?p=28382"},"modified":"2023-12-21T16:05:51","modified_gmt":"2023-12-21T08:05:51","slug":"%e7%be%8e%e5%85%89%e9%a2%84%e8%ae%a1%e8%90%a5%e6%94%b6%e5%bc%ba%e5%8a%b2%e5%a4%8d%e8%8b%8f","status":"publish","type":"post","link":"https:\/\/cn.dailyeconomic.com\/tech\/2023\/12\/21\/28382.html","title":{"rendered":"\u7f8e\u5149\u9884\u8ba1\u8425\u6536\u5f3a\u52b2\u590d\u82cf"},"content":{"rendered":"<p>\u7f8e\u5149\u79d1\u6280(Micron Technology)\u5468\u4e09\u516c\u5e03\u7684\u5b63\u5ea6\u8425\u6536\u9884\u6d4b\u9ad8\u4e8e\u5e02\u573a\u9884\u671f\uff0c\u8be5\u516c\u53f8\u80a1\u4ef7\u5728\u76d8\u540e\u4ea4\u6613\u4e2d\u4e0a\u6da8\u8fd15%\uff0c\u539f\u56e0\u662f\u6709\u8ff9\u8c61\u8868\u660e\uff0c\u7ecf\u5386\u4e86\u591a\u5e74\u6765\u6700\u4e25\u91cd\u7684\u8870\u9000\u4e4b\u4e00\u540e\uff0c\u5b58\u50a8\u82af\u7247\u5e02\u573a\u5c06\u57282024\u5e74\u590d\u82cf\u3002<\/p>\n<p>\u8be5\u516c\u53f8\u8868\u793a\uff0c\u660e\u5e74\u95ea\u5b58\u548c\u52a8\u6001\u968f\u673a\u5b58\u53d6\u5b58\u50a8\u5668(DRAM)\u7684\u9700\u6c42\u5e94\u4f1a\u7ee7\u7eed\u6539\u5584\uff0c\u540c\u65f6\u4f9b\u5e94\u5c06\u5f00\u59cb\u63a5\u8fd1\u5386\u53f2\u6b63\u5e38\u6c34\u5e73\u3002<\/p>\n<p>\u7f8e\u5149\u9996\u5e2d\u6267\u884c\u5b98Sanjay Mehrotra\u5728\u7535\u8bdd\u4f1a\u8bae\u4e0a\u8868\u793a\uff0c\u5185\u5b58\u4ef7\u683c\u4eca\u5e74\u5927\u5e45\u4e0b\u8dcc\uff0c\u660e\u5e74\u5c06\u6709\u6240\u6539\u5584\uff0c\u5e76\u57282025\u5e74\u8fdb\u4e00\u6b65\u4e0a\u6da8\u3002<\/p>\n<p>\u6839\u636eLSEG\u7684\u6570\u636e\uff0c\u7f8e\u5149\u9884\u8ba1\u7b2c\u4e8c\u5b63\u5ea6\u8425\u6536\u4e3a53\u4ebf\u7f8e\u5143\uff0c\u4e0a\u4e0b\u76f8\u5dee2\u4ebf\u7f8e\u5143\uff0c\u800c\u6b64\u524d\u7684\u9884\u4f30\u4e3a50.3\u4ebf\u7f8e\u5143\u3002<\/p>\n<p>\u7f8e\u5149\u8868\u793a\uff0c\u9884\u8ba1\u4e2a\u4eba\u7535\u8111\u3001\u79fb\u52a8\u8bbe\u5907\u548c\u5176\u4ed6\u82af\u7247\u7684\u4f9b\u5e94\u5c06\u5728\u660e\u5e74\u4e0a\u534a\u5e74\u63a5\u8fd1\u6b63\u5e38\u6c34\u5e73\u3002<\/p>\n<p>\u7f8e\u5149\u662f\u4e00\u5bb6\u53d7\u5230\u5bc6\u5207\u5173\u6ce8\u7684\u82af\u7247\u5236\u9020\u5546\u3002\u8be5\u516c\u53f8\u516c\u5e03\u7684\u4e1a\u7ee9\u5305\u62ec\u6bd41\u6708\u4efd\u516c\u5e03\u4e1a\u7ee9\u7684\u516c\u53f8\u65e9\u4e24\u4e2a\u6708\u7684\u4fe1\u606f\uff0c\u5176\u5185\u5b58\u4ea7\u54c1\u53ef\u80fd\u662f\u5176\u4ed6\u534a\u5bfc\u4f53\u5e02\u573a\u9700\u6c42\u7684\u4e00\u4e2a\u4fe1\u53f7\u3002<\/p>\n<p>\u4f01\u4e1a\u5df2\u7ecf\u5f00\u59cb\u5c06\u751f\u6210\u5f0f\u4eba\u5de5\u667a\u80fd\u7eb3\u5165\u5404\u79cd\u4ea7\u54c1\u548c\u670d\u52a1\u4e2d\uff0c\u8fd9\u63d0\u632f\u4e86\u5bf9\u7f8e\u5149\u516c\u53f8\u9ad8\u5e26\u5bbd\u5b58\u50a8\u82af\u7247\u7684\u9700\u6c42\uff0c\u8fd9\u4e9b\u82af\u7247\u662f\u8bad\u7ec3\u6784\u6210\u4eba\u5de5\u667a\u80fd\u6280\u672f\u57fa\u7840\u7684\u5927\u578b\u8bed\u8a00\u6a21\u578b\u6240\u5fc5\u9700\u7684\u3002<\/p>\n<p>\u201c\u968f\u7740\u6570\u636e\u4e2d\u5fc3\u57fa\u7840\u8bbe\u65bd\u8fd0\u8425\u5546\u5c06\u9884\u7b97\u4ece\u4f20\u7edf\u670d\u52a1\u5668\u8f6c\u5411\u5185\u5bb9\u66f4\u4e30\u5bcc\u7684AI\u670d\u52a1\u5668\uff0cAI\u670d\u52a1\u5668\u7684\u9700\u6c42\u4e00\u76f4\u5f88\u5f3a\u52b2\uff0c\u201d\u7f8e\u5149\u8868\u793a\u3002<\/p>\n<p>Mehrotra\u8868\u793a\uff0c\u6570\u636e\u4e2d\u5fc3\u8fd0\u8425\u5546\u6b63\u5728\u5c06\u91c7\u8d2d\u8f6c\u5411\u4eba\u5de5\u667a\u80fd\u82af\u7247\u3002<\/p>\n<p>\u7ecf\u8c03\u6574\u540e\uff0c\u8be5\u516c\u53f8\u9884\u8ba1\u7b2c\u4e8c\u5b63\u5ea6\u6bcf\u80a1\u4e8f\u635f0.28\u7f8e\u5143\uff0c\u4e0a\u4e0b\u6d6e\u52a80.7\u7f8e\u5143\uff0c\u6b64\u524d\u9884\u8ba1\u6bcf\u80a1\u4e8f\u635f0.62\u7f8e\u5143\u3002<\/p>\n<p>\u7f8e\u5149\u7684\u4e1a\u7ee9\u53cd\u6620\u4e86\u5185\u5b58\u548c\u95ea\u5b58\u5b58\u50a8\u5e02\u573a\u5f00\u59cb\u590d\u82cf\u3002<\/p>\n<p>\u7ade\u4e89\u5bf9\u624bSK\u6d77\u529b\u58eb\u4e3a\u4eba\u5de5\u667a\u80fd\u5de8\u5934\u82f1\u4f1f\u8fbe(NVDA.O)\u63d0\u4f9b\u4e86\u4ea7\u54c1\u3002Mehrotra\u8868\u793a\uff0c\u7f8e\u5149\u516c\u53f8\u7684HBM3E\u82af\u7247\u5c06\u7528\u4e8e\u82f1\u4f1f\u8fbe\u7684\u4e0b\u4e00\u4ee3Grace Hopper GH200\u548cH200\u5e73\u53f0\uff0c\u76ee\u524d\u6b63\u5904\u4e8e\u8d44\u683c\u8ba4\u8bc1\u7684\u6700\u540e\u9636\u6bb5\u3002<\/p>\n<p>\u7f8e\u5149\u9884\u8ba1\uff0c\u52302024\u8d22\u5e74\uff0c\u9ad8\u5e26\u5bbd\u5b58\u50a8\u5668\u7684\u6536\u5165\u5c06\u8fbe\u5230\u201c\u6570\u4ebf\u7f8e\u5143\u201d\uff0c\u5e76\u57282025\u5e74\u7ee7\u7eed\u589e\u957f\u3002<\/p>\n<p>\u9ad8\u5e26\u5bbd\u5b58\u50a8\u5668(HBM)\u662f\u7f8e\u5149\u6700\u8d5a\u94b1\u7684\u4ea7\u54c1\u4e4b\u4e00\uff0c\u90e8\u5206\u539f\u56e0\u662f\u5176\u5236\u9020\u6d89\u53ca\u7684\u6280\u672f\u590d\u6742\u6027\uff0c\u7f8e\u5149\u9996\u5e2d\u5546\u52a1\u5b98Sumit Sadana\u5728\u63a5\u53d7\u8def\u900f\u91c7\u8bbf\u65f6\u8868\u793a\u3002<\/p>\n<p>\u4ed6\u8bf4:\u201cHBM\u662f\u4e00\u79cd\u66f4\u590d\u6742\u7684\u4ea7\u54c1\u3002\u4e8b\u5b9e\u4e0a\uff0c\u5b83\u662fDRAM\u884c\u4e1a\u6709\u53f2\u4ee5\u6765\u8bbe\u8ba1\u7684\u6700\u590d\u6742\u7684\u4ea7\u54c1\u3002\u201d<\/p>\n<p>\u4e3b\u8981\u82af\u7247\u5236\u9020\u5546\u82f1\u7279\u5c14(INTC.O)\u548cAMD (AMD.O)\u516c\u5e03\u7684\u4e1a\u7ee9\u8bc1\u660e\uff0c\u5728\u75ab\u60c5\u8fc7\u540e\u4f9b\u5e94\u8fc7\u5269\u4e4b\u540e\uff0cPC\u9700\u6c42\u6b63\u5728\u52a0\u901f\u590d\u82cf\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"<div class=\"mh-excerpt\"><p>\u7f8e\u5149\u79d1\u6280(Micron Technology)\u5468\u4e09\u516c\u5e03\u7684\u5b63\u5ea6\u8425\u6536\u9884\u6d4b\u9ad8\u4e8e\u5e02\u573a\u9884\u671f\uff0c\u8be5\u516c\u53f8\u80a1\u4ef7\u5728\u76d8\u540e\u4ea4\u6613\u4e2d\u4e0a\u6da8\u8fd15%\uff0c\u539f\u56e0\u662f\u6709\u8ff9\u8c61\u8868 <a class=\"mh-excerpt-more\" href=\"https:\/\/cn.dailyeconomic.com\/tech\/2023\/12\/21\/28382.html\" title=\"\u7f8e\u5149\u9884\u8ba1\u8425\u6536\u5f3a\u52b2\u590d\u82cf\">[&#8230;]<\/a><\/p>\n<\/div>","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[4],"tags":[],"class_list":["post-28382","post","type-post","status-publish","format-standard","category-company"],"_links":{"self":[{"href":"https:\/\/cn.dailyeconomic.com\/tech\/wp-json\/wp\/v2\/posts\/28382","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\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/cn.dailyeconomic.com\/tech\/wp-json\/wp\/v2\/comments?post=28382"}],"version-history":[{"count":1,"href":"https:\/\/cn.dailyeconomic.com\/tech\/wp-json\/wp\/v2\/posts\/28382\/revisions"}],"predecessor-version":[{"id":28383,"href":"https:\/\/cn.dailyeconomic.com\/tech\/wp-json\/wp\/v2\/posts\/28382\/revisions\/28383"}],"wp:attachment":[{"href":"https:\/\/cn.dailyeconomic.com\/tech\/wp-json\/wp\/v2\/media?parent=28382"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/cn.dailyeconomic.com\/tech\/wp-json\/wp\/v2\/categories?post=28382"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/cn.dailyeconomic.com\/tech\/wp-json\/wp\/v2\/tags?post=28382"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}