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class=\"wp-block-paragraph\">\u76ee\u524d\uff0c\u5e02\u573a\u52a8\u80fd\u6b63\u96c6\u4e2d\u5728\u7f8e\u5149\u7b49\u5185\u5b58\u82af\u7247\u5236\u9020\u5546\u4ee5\u53ca\u95ea\u8fea\u8fd9\u7c7b\u6570\u636e\u5b58\u50a8\u4ea7\u54c1\u5236\u9020\u5546\u8eab\u4e0a\uff0c\u66fe\u7ecf\u6c89\u5bc2\u7684\u5b58\u50a8\u677f\u5757\u5df2\u6210\u4e3a\u89e3\u51b3AI\u6280\u672f\u6311\u6218\u4e0d\u53ef\u6216\u7f3a\u7684\u5173\u952e\u4e00\u73af\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">AI\u74f6\u9888\u5f15\u53d1\u82af\u7247\u201c\u8d85\u7ea7\u5468\u671f\u201d<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u8fd9\u4e00\u8f6e\u884c\u60c5\u7684\u50ac\u5316\u5242\u5728\u4e8eAI\u6280\u672f\u5bf9\u786c\u4ef6\u9700\u6c42\u7684\u5e95\u5c42\u903b\u8f91\u53d1\u751f\u4e86\u53d8\u5316\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">TechInsights\u7684\u5b58\u50a8\u82af\u7247\u4e13\u5bb6\u3001\u524d\u4e09\u661f\u5de5\u7a0b\u5e08Jeongdong Choe\u76f4\u8a00\uff1a<strong>\u201c\u5982\u679c\u6ca1\u6709\u5b58\u50a8\uff0c\u5c31\u6ca1\u6709AI\u3002\u201d<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u8fd9\u4e00\u89c2\u70b9\u5f97\u5230\u4e86\u9ec4\u4ec1\u52cb\u7684\u547c\u5e94\uff0c\u4ed6\u5728\u62c9\u65af\u7ef4\u52a0\u65af\u7684\u6d88\u8d39\u7535\u5b50\u5c55\u4e0a\u5f3a\u8c03\uff0c\u201c\u4e0a\u4e0b\u6587\u662f\u65b0\u7684\u74f6\u9888\u201d\uff0c\u4e14\u73b0\u6709\u7684\u9ad8\u5e26\u5bbd\u5185\u5b58\uff08HBM\uff09\u4ea7\u54c1\u5df2\u4e0d\u8db3\u4ee5\u5e94\u5bf9\u8fd9\u4e00\u6311\u6218\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u8fd9\u79cd\u74f6\u9888\u9700\u6c42\u76f4\u63a5\u5bfc\u81f4\u4e86\u5173\u952e\u82af\u7247\u7c7b\u578b\u2014\u2014DRAM\u548cNAND\u2014\u2014\u7684\u4ef7\u683c\u81ea9\u6708\u8d77\u5927\u5e45\u4e0a\u6da8\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u6700\u521d\u662f\u53f0\u79ef\u7535\u62a5\u544a\u4e86\u7ea610%\u7684\u4ef7\u683c\u4e0a\u6da8\uff0c\u95ea\u8fea\u8fc5\u901f\u8ddf\u8fdb\u3002\u968f\u540e\uff0c\u7f8e\u5149\u91c7\u53d6\u4e86\u66f4\u6fc0\u8fdb\u7684\u63aa\u65bd\uff0c\u64a4\u56de\u4e4b\u524d\u7684\u62a5\u4ef7\u5e76\u901a\u77e5\u5ba2\u6237\u6da8\u4ef7\u5e45\u5ea6\u9ad8\u8fbe30%\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Bernstein Research\u57fa\u4e8eTrendForce\u6570\u636e\u7684\u62a5\u544a\u663e\u793a\uff0c\u622a\u81f3\u76ee\u524d\uff0cNAND\u95ea\u5b58\u7684\u73b0\u8d27\u4ef7\u683c\u81ea9\u6708\u5e95\u4ee5\u6765\u5df2\u4e0a\u6da8\u8d85\u8fc7300%\uff0c\u800c\u7528\u4e8eAI HBM\u7684DRAM\u6210\u672c\u8f83\u7b2c\u4e09\u5b63\u5ea6\u4e0a\u6da8\u4e86\u7ea6280%\u3002\u8fd9\u79cd\u4ef7\u683c\u98d9\u5347\u521b\u9020\u4e86Jeongdong Choe\u53e3\u4e2d\u7684\u201c\u8d85\u7ea7\u5468\u671f\u201d\u3002<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/img.huxiucdn.com\/article\/content\/26-01-25\/3edc6b49-f63b-46ae-9e98-3abcb0d26ccf.png?imageView2\/2\/w\/1000\/format\/png\/interlace\/1\/q\/85\" alt=\"\"\/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u7ecf\u8425\u6760\u6746\u5e26\u6765\u7684\u201c\u514d\u8d39\u8d44\u91d1\u201d<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5bf9\u4e8e\u95ea\u8fea\u8fd9\u7c7b\u5927\u5b97\u5546\u54c1\u751f\u4ea7\u5546\u800c\u8a00\uff0c\u4ef7\u683c\u98d9\u5347\u610f\u5473\u7740\u5de8\u5927\u7684\u5229\u6da6\u7a7a\u95f4\uff0c\u8fd9\u5f97\u76ca\u4e8e\u201c\u7ecf\u8425\u6760\u6746\u201d\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u82f1\u7279\u5c14\u8d44\u6df1\u4eba\u58eb\u3001\u987e\u95eeMark Webb\u6307\u51fa\uff0c\u4f01\u4e1a\u65e0\u9700\u5728\u62db\u8058\u6216\u8bbe\u5907\u6295\u8d44\u4e0a\u589e\u52a0\u989d\u5916\u6210\u672c\u5373\u53ef\u6ee1\u8db3\u9700\u6c42\uff0c\u4ef7\u683c\u4e0a\u6da8\u5e26\u6765\u7684\u989d\u5916\u9500\u552e\u989d\u51e0\u4e4e\u5168\u90e8\u8f6c\u5316\u4e3a\u5229\u6da6\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u201c\u8fd9\u7b80\u76f4\u5c31\u662f\u514d\u8d39\u7684\u94b1\uff0c\u201dWebb\u8868\u793a\uff0c\u201c\u4ed6\u4eec\u6ca1\u6709\u505a\u4efb\u4f55\u4e0d\u540c\u7684\u4e8b\u60c5\u3002\u6ca1\u6709\u65b0\u5de5\u5382\uff0c\u6ca1\u6709\u65b0\u8fd0\u8f93\uff0c\u4ec0\u4e48\u90fd\u6ca1\u6709\uff0c\u4ed6\u4eec\u6240\u505a\u7684\u53ea\u662f\u6bd4\u4e00\u5e74\u524d\u591a\u62ff\u4e00\u500d\u7684\u94b1\u3002\u201d<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u8fd9\u79cd\u201c\u514d\u8d39\u8d44\u91d1\u201d\u6548\u5e94\u5f15\u53d1\u4e86\u5168\u7403\u5b58\u50a8\u7c7b\u80a1\u7968\u7684\u96c6\u4f53\u4e0a\u6da8\uff0c\u7f8e\u5149\u57289\u6708\u4e0a\u6da8\u4e8640%\uff0c\u97e9\u56fd\u5357\u4e9a\u4e0a\u6da856%\uff0c\u65e5\u672c\u94e0\u4fa0\u4e0a\u6da8\u8d85\u8fc785%\u3002<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/img.huxiucdn.com\/article\/content\/26-01-25\/59dcd2ef-656c-469c-a027-2f1b06610218.png?imageView2\/2\/w\/1000\/format\/png\/interlace\/1\/q\/85\" alt=\"\"\/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u7136\u800c\uff0c\u95ea\u8fea\u7684\u8868\u73b0\u751a\u81f3\u8ba9\u8fd9\u4e9b\u7ade\u4e89\u5bf9\u624b\u76f8\u5f62\u89c1\u7ecc\u3002<\/p>\n\n\n\n<p 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class=\"wp-block-paragraph\">\u5206\u6790\u5e08\u9884\u8ba1\uff0c\u5176\u8c03\u6574\u540e\u6bcf\u80a1\u6536\u76ca\u5c06\u540c\u6bd4\u589e\u957f\u8d85\u8fc7170%\uff0c\u9500\u552e\u989d\u5c06\u6fc0\u589e\u7ea640%\u3002\u9274\u4e8e\u5b58\u50a8\u5e02\u573a\u7684\u72c2\u70ed\u73b0\u72b6\uff0c\u90e8\u5206\u89c2\u5bdf\u4eba\u58eb\u8ba4\u4e3a\u95ea\u8fea\u7684\u4e1a\u7ee9\u53ef\u80fd\u4f1a\u518d\u6b21\u4ee4\u5e02\u573a\u60ca\u559c\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Bernstein Research\u7684\u79d1\u6280\u786c\u4ef6\u5206\u6790\u5e08\u8fd1\u671f\u5c06\u95ea\u8fea\u5217\u4e3a2026\u5e74\u7684\u201c\u9996\u9009\u201d\uff0c\u7406\u7531\u662f\u201c\u524d\u6240\u672a\u6709\u7684NAND\u77ed\u7f3a\u548c\u4ef7\u683c\u4e0a\u6da8\u201d\u3002\u4ed6\u4eec\u9884\u8ba1\u5f3a\u52b2\u7684\u9700\u6c42\u81f3\u5c11\u5c06\u6301\u7eed\u516d\u4e2a\u5b63\u5ea6\uff0c\u5e76\u9884\u6d4b\u51762026\u8d22\u5e74\u7684\u6bcf\u80a1\u6536\u76ca\u5c06\u6bd4\u534e\u5c14\u8857\u5171\u8bc6\u9ad8\u51fa40%\u4ee5\u4e0a\u3002<\/p>\n\n\n\n<p 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