{"id":2898,"date":"2025-08-30T19:38:18","date_gmt":"2025-08-30T11:38:18","guid":{"rendered":"https:\/\/www.siproin-ic.com\/?p=2898"},"modified":"2025-09-16T20:00:16","modified_gmt":"2025-09-16T12:00:16","slug":"%e3%80%90monthly-semiconductor-industry-news%e3%80%91aug-2025","status":"publish","type":"post","link":"https:\/\/www.siproin-ic.com\/zh\/%e3%80%90monthly-semiconductor-industry-news%e3%80%91aug-2025\/","title":{"rendered":"\u534a\u5bfc\u4f53\u884c\u4e1a\u6708\u62a52025\u5e748\u6708"},"content":{"rendered":"

1.8\u6708\u521d\uff1a\u7f8e\u56fd\u540a\u9500\u97e9\u56fd\u82af\u7247\u5236\u9020\u5546\u5728\u4e2d\u56fd\u7684\u91cd\u8981\u51fa\u53e3\u8bb8\u53ef\u8bc1<\/h4>\n

\u7f8e\u56fd\u653f\u5e9c\u6b63\u5f0f\u64a4\u9500\u4e86\u5bf9\u4e09\u661f\u548c SK \u6d77\u529b\u58eb\u7684 \"\u9a8c\u8bc1\u6700\u7ec8\u7528\u6237\"\uff08VEU\uff09\u8c41\u514d\uff0c\u8be5\u8c41\u514d\u5141\u8bb8\u8fd9\u4e24\u5bb6\u516c\u53f8\u5728\u6ca1\u6709\u5355\u72ec\u8bb8\u53ef\u8bc1\u7684\u60c5\u51b5\u4e0b\u5411\u5176\u4e2d\u56fd\u5de5\u5382\u8fdb\u53e3\u67d0\u4e9b\u7f8e\u56fd\u534a\u5bfc\u4f53\u5236\u9020\u8bbe\u5907\u3002\u73b0\u5728\uff0c\u5b83\u4eec\u5fc5\u987b\u4e3a\u4eca\u540e\u7684\u8bbe\u5907\u8fdb\u53e3\u7533\u8bf7\u4e2a\u6848\u8bb8\u53ef\u8bc1\uff0c\u5e76\u88ab\u9650\u5236\u5728\u8fd9\u4e9b\u5de5\u5382\u5927\u5e45\u6269\u5927\u4ea7\u80fd\u6216\u5347\u7ea7\u5230\u66f4\u5148\u8fdb\u7684\u6280\u672f\u8282\u70b9\u3002<\/p>\n

2.Nvidia \u7684 H20 \u82af\u7247\u5bf9\u534e\u51fa\u53e3\u8bb8\u53ef\u88ab\u63a8\u8fdf\uff1a<\/h4>\n

2025\u5e748\u67083\u65e5\uff0c\u5c3d\u7ba1\u7f8e\u56fd\u57286\u6708\u4f26\u6566\u4f1a\u8bae\u540e\u53d6\u6d88\u4e86\u5bf9Nvidia\u516c\u53f8H20\u82af\u7247\u5411\u4e2d\u56fd\u5e02\u573a\u7684\u51fa\u53e3\u9650\u5236\uff0c\u4f46\u636e\u62a5\u9053\uff0c\u7f8e\u56fd\u5de5\u4e1a\u4e0e\u5b89\u5168\u5c40\uff08BIS\uff09\u63a8\u8fdf\u4e86\u5305\u62ecH20\u5728\u5185\u7684\u6570\u5343\u79cd\u4ea7\u54c1\u7684\u51fa\u53e3\u8bb8\u53ef\u7533\u8bf7\u3002\u4e1a\u5185\u4eba\u58eb\u6307\u51fa\uff0c\u5c3d\u7ba1Nvidia\u516c\u53f8\u9996\u5e2d\u6267\u884c\u5b98\u9ec4\u4ec1\u52cb\u57287\u6708\u4e2d\u65ec\u8bbf\u534e\u65f6\u8868\u793a\uff0cNvidia\u516c\u53f8\u5df2\u7ecf\u4ece\u7f8e\u56fd\u653f\u5e9c\u83b7\u5f97\u4e86\u51fa\u53e3\u8bb8\u53ef\u8bc1\uff0c\u7f8e\u56fd\u5546\u52a1\u90e8\u957f\u970d\u534e\u5fb7-\u5362\u7279\u5c3c\u514b\u7b49\u5b98\u5458\u4e5f\u8bc1\u5b9e\u8bb8\u53ef\u8bc1\u5c06\u83b7\u5f97\u6279\u51c6\uff0c\u4f46\u622a\u81f37\u6708\u5e95\uff0c\u76f8\u5173\u8bb8\u53ef\u8bc1\u4ecd\u672a\u4e0b\u53d1\uff0c\u6d89\u53ca\u8ba2\u5355\u4ef7\u503c\u6570\u5341\u4ebf\u7f8e\u5143\u3002<\/p>\n

3.WSTS \u63d0\u9ad8\u4e86\u5bf9\u5168\u7403\u534a\u5bfc\u4f53\u5e02\u573a\u89c4\u6a21\u7684\u9884\u6d4b\uff1a<\/h4>\n

8 \u6708 4 \u65e5\uff0c\u4e16\u754c\u534a\u5bfc\u4f53\u8d38\u6613\u7edf\u8ba1\uff08WSTS\uff09\u5c06 2025 \u5e74\u5168\u7403\u534a\u5bfc\u4f53\u5e02\u573a\u89c4\u6a21\u9884\u6d4b\u4ece\u4e4b\u524d\u7684 $7009 \u4ebf\u7f8e\u5143\u4e0a\u8c03\u81f3 $7280\u4ebf\u7f8e\u5143\uff0c\u540c\u6bd4\u589e\u957f 15.4%\u3002\u9884\u8ba1 2026 \u5e74\u5e02\u573a\u89c4\u6a21\u5c06\u8fbe\u5230 $8000\u4ebf\uff0c\u540c\u6bd4\u589e\u957f 9.9%\u3002\u4eba\u5de5\u667a\u80fd\u57fa\u7840\u8bbe\u65bd\u662f\u672a\u6765\u4e24\u5e74\u589e\u957f\u7684\u6838\u5fc3\u52a8\u529b\u3002<\/p>\n

4.\u5fb7\u5dde\u4eea\u5668\u516c\u53f8\u63d0\u9ad8 60,000 \u591a\u4e2a\u96f6\u4ef6\u7f16\u53f7\u7684\u4ef7\u683c\uff1a<\/h4>\n

8 \u6708\u521d\uff0c\u5168\u7403\u6a21\u62df\u82af\u7247\u9886\u5bfc\u5382\u5546\u5fb7\u5dde\u4eea\u5668\u5ba3\u5e03\u5bf9 6 \u4e07\u591a\u4e2a\u96f6\u4ef6\u7f16\u53f7\u8fdb\u884c\u63d0\u4ef7\uff0c\u63d0\u4ef7\u5e45\u5ea6\u4e00\u822c\u5728 10% \u81f3 30% \u4e4b\u95f4\uff0c\u5176\u4e2d\u8d85\u8fc7 40% \u7684\u4ea7\u54c1\u63d0\u4ef7\u5e45\u5ea6\u8d85\u8fc7 30%\u3002\u5de5\u4e1a\u63a7\u5236\u548c\u6c7d\u8f66\u7535\u5b50\u7b49\u957f\u5468\u671f\u9700\u6c42\u9886\u57df\u7684\u6da8\u4ef7\u5e45\u5ea6\u8f83\u5927\u3002<\/p>\n

5.\u65e5\u672c\u5ba3\u5e03\u4e3a\u7f8e\u5149\u5e7f\u5c9b\u5de5\u5382\u63d0\u4f9b\u91cd\u5927\u8865\u8d34\u3002<\/h4>\n

8 \u6708 12 \u65e5\uff0c\u65e5\u672c\u653f\u5e9c\u5ba3\u5e03\u5411\u7f8e\u5149\u79d1\u6280\u63d0\u4f9b\u9ad8\u8fbe $36 \u4ebf\u7f8e\u5143\u7684\u8865\u8d34\uff0c\u4ee5\u652f\u6301\u5176\u5e7f\u5c9b\u5de5\u5382\u751f\u4ea7\u5bf9\u4eba\u5de5\u667a\u80fd\u548c\u81ea\u52a8\u9a7e\u9a76\u81f3\u5173\u91cd\u8981\u7684\u4e0b\u4e00\u4ee3 DRAM \u82af\u7247\u3002\u6b64\u4e3e\u52a0\u5f3a\u4e86\u65e5\u672c\u5728\u5168\u7403\u5185\u5b58\u82af\u7247\u4f9b\u5e94\u94fe\u4e2d\u7684\u6218\u7565\u5730\u4f4d\u3002<\/p>\n

6.\u97e9\u56fd 7 \u6708\u534a\u5bfc\u4f53\u51fa\u53e3\u91cf\u518d\u521b\u65b0\u9ad8\uff1a<\/h4>\n

\u636e\u97e9\u56fd\u79d1\u5b66\u4e0e\u4fe1\u606f\u901a\u4fe1\u6280\u672f\u90e88\u670813\u65e5\u53d1\u5e03\u7684\u6570\u636e\uff0c7\u6708\u4efd\u97e9\u56fd\u4fe1\u606f\u901a\u4fe1\u6280\u672f\uff08ICT\uff09\u51fa\u53e3\u989d\u4e3a$22.19\u4ebf\u97e9\u5143\uff0c\u540c\u6bd4\u589e\u52a014.5%\uff0c\u521b\u5386\u53f2\u540c\u671f\u65b0\u9ad8\u3002\u5176\u4e2d\uff0c\u534a\u5bfc\u4f53\u51fa\u53e3\u989d\u540c\u6bd4\u589e\u957f 31.2%\uff0c\u8fde\u7eed\u56db\u4e2a\u6708\u521b\u5386\u53f2\u65b0\u9ad8\u3002<\/p>\n

7.\u7f8e\u56fd\u56fd\u9645\u8d38\u6613\u59d4\u5458\u4f1a\u5bf9\u534a\u5bfc\u4f53\u76f8\u5173 337 \u8c03\u67e5\u505a\u51fa\u6700\u7ec8\u88c1\u51b3\uff1a<\/h4>\n

2025\u5e748\u670814\u65e5\uff0c\u7f8e\u56fd\u56fd\u9645\u8d38\u6613\u59d4\u5458\u4f1a\uff08ITC\uff09\u4f5c\u51fa\u7ec8\u88c1\uff0c\u4e0d\u590d\u5ba1\u884c\u653f\u6cd5\u5b98\u4e8e2025\u5e747\u670821\u65e5\u4f5c\u51fa\u7684\u521d\u88c1\uff0c\u5e76\u6839\u636e\u548c\u89e3\u534f\u8bae\uff0c\u5c06\u4e2d\u56fd\u8054\u60f3\u96c6\u56e2\u6709\u9650\u516c\u53f8\u4e0e\u5176\u4ed6\u8054\u60f3\u76f8\u5173\u516c\u53f8\u66ff\u6362\u4e3a\u88ab\u544a\u540d\u5355\uff0c\u7ec8\u6b62\u5bf9\u4e2d\u56fd\u8054\u60f3\u96c6\u56e2\u6709\u9650\u516c\u53f8\u7684\u8c03\u67e5\u30028\u670815\u65e5\uff0cITC\u8fd8\u5ba3\u5e03\u4e86\u4e00\u9879\u90e8\u5206\u7ec8\u5c40\u88c1\u51b3\uff0c\u4e0d\u590d\u5ba1\u884c\u653f\u6cd5\u5b982025\u5e747\u670831\u65e5\u7684\u521d\u88c1\uff0c\u5e76\u57fa\u4e8e\u7533\u8bf7\u4eba\u7684\u64a4\u56de\u7ec8\u6b62\u4e86\u5bf9\u7f8e\u56fd\u4e13\u5229\u53f79,093,473\u7684\u6743\u5229\u8981\u6c424\u7684\u8c03\u67e5\u3002<\/p>\n

8.8\u6708\u4e2d\u65ec\u82f1\u4f1f\u8fbe\u5c06\u9ad8\u5e26\u5bbd\u5185\u5b58\u6218\u7565\u8f6c\u5411 SOCAMM2<\/h4>\n

\u6709\u62a5\u9053\u8bc1\u5b9e\uff0c\u82f1\u4f1f\u8fbe\u6b63\u5728\u5c06\u5176\u4eba\u5de5\u667a\u80fd\u52a0\u901f\u5668\u5185\u5b58\u7684\u91cd\u70b9\u4ece\u4f20\u7edf\u7684 HBM \u8f6c\u5411\u4e00\u79cd\u540d\u4e3a\u7247\u4e0a\u7cfb\u7edf\u9644\u52a0\u5185\u5b58\u6a21\u5757\uff08SOCAMM2\uff09\u7684\u65b0\u89e3\u51b3\u65b9\u6848\u3002\u4ed6\u4eec\u6b63\u4e0e\u5185\u5b58\u5408\u4f5c\u4f19\u4f34\u4e09\u661f\u3001SK \u6d77\u529b\u58eb\u548c\u7f8e\u5149\u5408\u4f5c\u8fdb\u884c\u91c7\u6837\u548c\u5f00\u53d1\uff0c\u65e8\u5728\u4e3a AI \u670d\u52a1\u5668\u63d0\u4f9b\u66f4\u9ad8\u7684\u5e26\u5bbd\u548c\u66f4\u4f4e\u7684\u6bcf\u5343\u5146\u5b57\u8282\u6210\u672c\u3002<\/p>\n

9.8\u670819\u65e5\uff1a\u53f0\u79ef\u7535\u9000\u51fa\u7845\u57fa\u6c2e\u5316\u9553\uff08GaN-on-Silicon\uff09\u4e1a\u52a1\uff0c\u91cd\u6574\u5de5\u5382\u751f\u4ea7\u8d85\u7d2b\u5916\uff08EUV\uff09\u63a9\u819c\u3002<\/h4>\n

\u53f0\u6e7e\u79ef\u4f53\u7535\u8def\u5236\u9020\u80a1\u4efd\u6709\u9650\u516c\u53f8\uff08\u53f0\u79ef\u7535\uff09\u786e\u8ba4\u5c06\u5728\u4e24\u5e74\u5185\u9000\u51fa\u6c2e\u5316\u9553\uff08GaN\uff09\u4ee3\u5de5\u4e1a\u52a1\u3002\u8be5\u516c\u53f8\u8ba1\u5212\u5c06\u5176 8 \u82f1\u5bf8\u6676\u5706\u5382\u91cd\u65b0\u7528\u4e8e\u5185\u90e8\u5927\u89c4\u6a21\u751f\u4ea7\u81ea\u5df1\u7684 EUV \u5149\u63a9\u819c\uff08\u5148\u8fdb\u5149\u523b\u6280\u672f\u7684\u5173\u952e\u90e8\u4ef6\uff09\uff0c\u4ee5\u63d0\u9ad8\u4ea7\u91cf\u548c\u63a7\u5236\u6210\u672c\u3002<\/p>\n

10.8 \u6708 21 \u65e5\uff1aKioxia \u4e0e\u82f1\u4f1f\u8fbe\u5408\u4f5c\u5f00\u53d1\u4eba\u5de5\u667a\u80fd\u4f18\u5316\u56fa\u6001\u786c\u76d8\u3002<\/h4>\n

Kioxia \u516c\u53f8\u5ba3\u5e03\u4e0e\u82f1\u4f1f\u8fbe\u2122\uff08NVIDIA\u00ae\uff09\u5408\u4f5c\uff0c\u5f00\u53d1\u4e13\u4e3a\u4eba\u5de5\u667a\u80fd\u670d\u52a1\u5668\u8bbe\u8ba1\u7684\u65b0\u578b\u56fa\u6001\u786c\u76d8\uff08SSD\uff09\u3002\u76ee\u6807\u662f\u5b9e\u73b0\u9ad8\u8fbe 1 \u4ebf\u81f3 2 \u4ebf IOPS \u7684\u6d77\u91cf\u8bfb\u53d6\u6027\u80fd\uff0c\u53ef\u80fd\u6bd4\u4f20\u7edf\u56fa\u6001\u786c\u76d8\u5feb 100 \u500d\uff0c\u4ee5\u5145\u5f53 GPU \u7684\u6269\u5c55\u5185\u5b58\u3002\u9884\u8ba1 2027 \u5e74\u6295\u5165\u5546\u7528\u3002<\/p>\n

11.8 \u6708 25 \u65e5\uff1aInnolux \u7684 FOPLP \u6280\u672f\u8fbe\u5230\u91cf\u4ea7\u89c4\u6a21\u3002<\/h4>\n

\u53f0\u6e7e\u9762\u677f\u5236\u9020\u5546\u7fa4\u521b\u5149\u7535\uff08Innolux\uff09\u62a5\u544a\u79f0\uff0c\u5176\u7528\u4e8e\u534a\u5bfc\u4f53\u7684\u6247\u51fa\u5f0f\u9762\u677f\u7ea7\u5c01\u88c5\uff08FOPLP\uff09\u6280\u672f\u57282025\u5e74\u7b2c\u4e8c\u5b63\u5ea6\u5b9e\u73b0\u4e86\u6708\u51fa\u8d27\u91cf100\u4e07\u53f0\u3002\u8be5\u516c\u53f8\u9884\u6d4b\uff0c\u5230\u4eca\u5e74\u5e74\u5e95\uff0c\u6708\u51fa\u8d27\u91cf\u5c06\u8fbe\u5230\u6570\u5343\u4e07\u4ef6\uff0c\u8fd9\u6807\u5fd7\u7740\u5148\u8fdb\u3001\u9ad8\u6027\u4ef7\u6bd4\u5c01\u88c5\u6280\u672f\u53d6\u5f97\u4e86\u8fdb\u5c55\u3002<\/p>\n

12.8\u670827\u65e5\uff1a\u97e9\u56fd\u534a\u5bfc\u4f53\u6708\u5ea6\u51fa\u53e3\u521b\u5386\u53f2\u65b0\u9ad8\u3002<\/h4>\n

\u97e9\u56fd\u8d38\u6613\u3001\u5de5\u4e1a\u548c\u80fd\u6e90\u90e8\u516c\u5e03\u7684\u6570\u636e\u663e\u793a\uff0c8 \u6708\u4efd\u534a\u5bfc\u4f53\u51fa\u53e3\u989d\u521b\u4e0b $151.1 \u4ebf\u7f8e\u5143\u7684\u5386\u53f2\u65b0\u9ad8\uff0c\u540c\u6bd4\u589e\u957f 27%\u3002\u8fd9\u4e00\u6fc0\u589e\u7684\u4e3b\u8981\u539f\u56e0\u662f\u4eba\u5de5\u667a\u80fd\u5e94\u7528\u5bf9\u9ad8\u5e26\u5bbd\u5185\u5b58\uff08HBM\uff09\u548c DDR5 \u82af\u7247\u7684\u5f3a\u52b2\u9700\u6c42\u3002<\/p>\n

13.8 \u6708\u4e0b\u65ec\uff1a\u6574\u4e2a\u884c\u4e1a\u7ee7\u7eed\u6380\u8d77\u5e76\u8d2d\u6d6a\u6f6e<\/h4>\n

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