1. 2026 \u5e74\u4e00\u5b63\u5ea6\u5168\u7403\u534a\u5bfc\u4f53\u9500\u552e\u989d\u8fbe 2985 \u4ebf\u7f8e\u5143\uff0c\u540c\u6bd4\u589e\u957f 25%\u3002\u534a\u5bfc\u4f53\u4ea7\u4e1a\u534f\u4f1a\uff08SIA\uff09\u5ba3\u5e03\uff0c2026 \u5e74\u7b2c\u4e00\u5b63\u5ea6\u5168\u7403\u534a\u5bfc\u4f53\u9500\u552e\u989d\u8fbe 2985 \u4ebf\u7f8e\u5143\uff0c\u8f83 2025 \u5e74\u56db\u5b63\u5ea6\u589e\u957f 25%\uff1b2026 \u5e74 3 \u6708\u5168\u7403\u9500\u552e\u989d\u4e3a 995 \u4ebf\u7f8e\u5143\uff0c\u540c\u6bd4\u589e\u957f 79.2%\uff0c\u5e02\u573a\u6709\u671b\u5728 2026 \u5e74\u8fc8\u5411 1 \u4e07\u4ebf\u7f8e\u5143\u89c4\u6a21\uff0c\u4e14\u4e00\u5b63\u5ea6\u9500\u552e\u989d\u663e\u8457\u8d85\u8fc7 2025 \u5e74\u56db\u5b63\u5ea6\u3002SIA \u603b\u88c1\u517c CEO John Neuffer \u8868\u793a\uff1a\u300c\u4ece\u533a\u57df\u6765\u770b\uff0c3 \u6708\u540c\u6bd4\u589e\u5e45\u8f83\u9ad8\u7684\u5730\u533a\u4e3a\u4e9a\u592a\/\u5176\u4ed6\u5730\u533a\uff08108.5%\uff09\u3001\u7f8e\u6d32\uff0883.1%\uff09\u3001\u4e2d\u56fd\uff0874.8%\uff09\u3001\u6b27\u6d32\uff0846.5%\uff09\u548c\u65e5\u672c\uff087.4%\uff09\u3002\u300d<\/p>\n 2. \u53f0\u79ef\u7535\u4e94\u5ea7\u6676\u5706\u5382\u540c\u6b65\u722c\u5761\uff0c\u6269\u51452nm\u4ea7\u80fd<\/strong> 3. \u4e09\u661f\u57282nm\u7ade\u8d5b\u4e2d\u7f29\u5c0f\u4e0e\u53f0\u79ef\u7535\u7684\u5dee\u8ddd<\/strong> 4. 2026\u5e74\u5168\u7403\u6676\u5706\u4ee3\u5de5\u6536\u5165\u9884\u8ba1\u589e\u957f24.8%<\/strong> 5. \u4f20\u82f1\u7279\u5c14\u4e0e\u82f9\u679c\u8fbe\u6210\u521d\u6b65\u82af\u7247\u4ee3\u5de5\u534f\u8bae<\/strong> 6. \u82f1\u4f1f\u8fbe\u4e2d\u56fdAI\u82af\u7247\u5e02\u573a\u4efd\u989d\u4ece90%\u8dcc\u81f3\u96f6<\/strong> <\/strong>7. AMD 2026 \u5e74\u4e00\u5b63\u5ea6\u8425\u6536\u521b\u7eaa\u5f55\uff0c\u8fbe 103 \u4ebf\u7f8e\u5143 5 \u6708 5 \u65e5\uff0cAMD \u516c\u5e03 2026 \u8d22\u5e74\u4e00\u5b63\u5ea6\u4e1a\u7ee9\uff1a\u8425\u6536\u521b\u7eaa\u5f55\u8fbe 103 \u4ebf\u7f8e\u5143\uff0c\u540c\u6bd4\u589e\u957f 38%\uff0c\u8d85\u51fa\u4e1a\u7ee9\u6307\u5f15\uff0c\u6bdb\u5229\u7387\u5347\u81f3 55%\u3002CEO \u82cf\u59ff\u4e30\u516c\u5e03\u4e86\u516c\u53f8\u9762\u5411 AI \u65f6\u4ee3\u7684\u6838\u5fc3\u5904\u7406\u5668\u8def\u7ebf\u56fe\uff0c\u5305\u62ec\u57fa\u4e8e\u5168\u65b0 Zen 6 \u5fae\u67b6\u6784\u3001\u91c7\u7528\u53f0\u79ef\u7535 2nm \u5de5\u827a\u5236\u9020\u7684\u7b2c\u516d\u4ee3 EPYC \u5904\u7406\u5668\uff08\u4ee3\u53f7 Venice\uff09\u3002AMD \u9884\u8ba1\u4e8c\u5b63\u5ea6\u670d\u52a1\u5668 CPU \u8425\u6536\u540c\u6bd4\u589e\u957f\u8d85 70%\uff0c\u5e76\u5728 2026\u30012027 \u5e74\u5ef6\u7eed\u5f3a\u52b2\u52bf\u5934\u3002AMD \u8fd8\u786e\u8ba4\u4e09\u661f\u5df2\u83b7\u5f97\u5176\u90e8\u5206\u4e0b\u4e00\u4ee3 2nm CPU\uff08Venice\uff09\u8ba2\u5355\uff0c\u6253\u7834\u4e86\u53f0\u79ef\u7535\u7684\u72ec\u5bb6\u4f9b\u5e94\u5730\u4f4d\u3002<\/p>\n 8. 2026\u5e74HBM\u5e02\u573a\u89c4\u6a21\u8fbe629\u4ebf\u7f8e\u5143\uff0c\u540c\u6bd4\u589e\u957f82%<\/strong> 9. \u5b58\u50a8\u4ef7\u683c\u66b4\u6da8\uff1aDRAM\u4e0a\u6da8\u7ea6400%\uff0cNAND\u6da8\u5e45\u8d85600%<\/strong> 10. \u4e09\u661f\u4e00\u5b63\u5ea6\u8425\u4e1a\u5229\u6da6\u521b\u7eaa\u5f55\u8fbe53.7\u4e07\u4ebf\u97e9\u5143<\/strong> <\/strong>11. AI \u5b58\u50a8\u9700\u6c42\u63a8\u52a8\u7f8e\u5149\u5e02\u503c\u903c\u8fd1 9000 \u4ebf\u7f8e\u5143 \u7f8e\u5149\u80a1\u4ef7\u5927\u6da8 15.49% \u81f3\u6bcf\u80a1 795.33 \u7f8e\u5143\uff0c\u8fde\u7eed\u4e03\u4e2a\u4ea4\u6613\u65e5\u6536\u76d8\u521b\u5386\u53f2\u65b0\u9ad8\uff0c\u5e02\u503c\u903c\u8fd1 9000 \u4ebf\u7f8e\u5143\u3002\u5fb7\u610f\u5fd7\u94f6\u884c\u5c06\u5176\u76ee\u6807\u4ef7\u4ece 550 \u7f8e\u5143\u4e0a\u8c03\u81f3 1000 \u7f8e\u5143\uff08\u7ea6 84% \u4e0a\u884c\u7a7a\u95f4\uff09\u3002\u7f8e\u5149\u8425\u6536\u8fbe 238.6 \u4ebf\u7f8e\u5143\uff0c\u8fdc\u8d85\u53bb\u5e74\u540c\u671f\u7684 80 \u4ebf\u7f8e\u5143\u3002\u5206\u6790\u5e08\u8ba4\u4e3a\uff0c\u8fd9\u5e76\u975e\u5468\u671f\u6027\u6ce2\u52a8\uff0c\u800c\u662f\u6570\u5341\u5e74\u6765\u6700\u5f3a\u52b2\u7684\u6280\u672f\u6d6a\u6f6e\u4e4b\u4e00\u6b63\u5728\u91cd\u5851\u534a\u5bfc\u4f53\u884c\u4e1a\u3002\u745e\u94f6\u9884\u8ba1 2026 \u5e74\u4e09\u5927\u5b58\u50a8\u5382\u5546\u5408\u8ba1\u8425\u4e1a\u5229\u6da6\u7ea6 4300 \u4ebf\u7f8e\u5143\u3002<\/p>\n 12. \u5168\u7403\u5b58\u50a8\u5382\u5546\u5c06\u8d8570%\u7684DRAM\u4ea7\u80fd\u8f6c\u5411DDR5<\/strong> 13. \u7f8e\u56fd\u62df\u6269\u5927\u5bf9\u534eASML\u8bbe\u5907\u7981\u4ee4\uff0c\u8377\u5170\u63d0\u51fa\u53cd\u5bf9<\/strong> 14. \u4e0a\u4ea4\u6240\u6279\u51c6\u4e2d\u82af\u56fd\u9645406\u4ebf\u5143\u5e76\u8d2d\uff1b\u56fd\u5bb6\u653f\u7b56\u6301\u7eed\u52a0\u7801<\/strong> 15. \u5b58\u50a8\u77ed\u7f3a\u52a0\u5267\uff1a\u56db\u7c7b\u5b58\u50a8\u4ecb\u8d28\u5168\u9762\u544a\u6025<\/strong> 16. \u4e09\u661f\u4e0e\u94e0\u4fa0\u524a\u51cf2D NAND\u95ea\u5b58\u4ea7\u91cf<\/strong> 17. ASML\u5c06\u83b7\u5f97\u6700\u9ad846\u4ebf\u6b27\u5143\u8bbe\u5907\u8ba2\u5355<\/strong> 18. \u5e94\u7528\u6750\u6599\u83b7\u53f0\u79ef\u7535\u5927\u989d2nm\u8bbe\u5907\u8ba2\u5355<\/strong> 19. \u4e2d\u82af\u56fd\u9645406\u4ebf\u5143\u6536\u8d2d\u4e2d\u82af\u5317\u65b9\u83b7\u6279<\/strong> 20. \u82f1\u4f1f\u8fbe\u501fSiFive G\u8f6e\u878d\u8d44\u8fdb\u5165RISC-V\u751f\u6001<\/strong> 21. AI\u63a8\u7406\u63a8\u52a8RISC-V\u91c7\u7528\u52a0\u901f<\/strong> \u4e09\u661f2nm\u5236\u7a0b\u57282026\u5e745\u6708\u53d6\u5f97\u591a\u9879\u5173\u952e\u8fdb\u5c55\uff0c\u8fc5\u901f\u7f29\u5c0f\u4e86\u4e0e\u53f0\u79ef\u7535\u7684\u5dee\u8ddd\u3002\u622a\u81f32026\u5e743\u6708\uff0c\u4e09\u661f2nm\u826f\u7387\u5df2\u7a81\u783460%\uff0c\u8f832025\u5e74\u4e0b\u534a\u5e74\u7684\u7ea620%\u5b9e\u73b0\u5927\u5e45\u8dc3\u5347\uff0c\u73b0\u5df2\u63a5\u8fd1\u53f0\u79ef\u75352nm\u768460%\u81f370%\u826f\u7387\u6c34\u5e73\u3002\u968f\u7740\u826f\u7387\u7a33\u5b9a\u3001\u5ba2\u6237\u8ba2\u5355\u589e\u52a0\uff0c\u4e09\u661f\u4ee3\u5de5\u4e1a\u52a1\u9884\u8ba1\u5c06\u57282026\u5e74\u5b9e\u73b0\u5386\u53f2\u6027\u589e\u957f\u30024\u6708\u65e9\u4e9b\u65f6\u5019\uff0c\u4e09\u661f\u7684HBM4\u5df2\u901a\u8fc7\u82f1\u4f1f\u8fbe\u548cAMD\u9a8c\u8bc1\uff0c\u9884\u8ba12026\u5e746\u6708\u5f00\u59cb\u4f9b\u8d27\u3002<\/p>","protected":false},"author":8,"featured_media":3088,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[36],"tags":[317,282],"class_list":["post-3087","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-industry-news","tag-industry-news","tag-siproin"],"acf":[],"_links":{"self":[{"href":"https:\/\/www.siproin-ic.com\/zh\/wp-json\/wp\/v2\/posts\/3087","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.siproin-ic.com\/zh\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.siproin-ic.com\/zh\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.siproin-ic.com\/zh\/wp-json\/wp\/v2\/users\/8"}],"replies":[{"embeddable":true,"href":"https:\/\/www.siproin-ic.com\/zh\/wp-json\/wp\/v2\/comments?post=3087"}],"version-history":[{"count":0,"href":"https:\/\/www.siproin-ic.com\/zh\/wp-json\/wp\/v2\/posts\/3087\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.siproin-ic.com\/zh\/wp-json\/wp\/v2\/media\/3088"}],"wp:attachment":[{"href":"https:\/\/www.siproin-ic.com\/zh\/wp-json\/wp\/v2\/media?parent=3087"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.siproin-ic.com\/zh\/wp-json\/wp\/v2\/categories?post=3087"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.siproin-ic.com\/zh\/wp-json\/wp\/v2\/tags?post=3087"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}2. \u5148\u8fdb\u5236\u7a0b\u4e0e\u6676\u5706\u4ee3\u5de5<\/h2>\n
\n\u53f0\u79ef\u7535\u6b63\u52a0\u901f\u5148\u8fdb\u5236\u7a0b\u4ea7\u80fd\u6269\u5f20\u3002\u516c\u53f8\u8fd1\u671f\u5728\u5317\u7f8e\u6280\u672f\u8bba\u575b\u4e0a\u5ba3\u5e03\uff0c\u4e94\u5ea7 2nm \u6676\u5706\u5382\u5c06\u4e8e 2026 \u5e74\u540c\u6b65\u8fdb\u5165\u4ea7\u80fd\u722c\u5761\u2014\u2014\u5355\u4e00\u5e74\u5ea6\u5185\u591a\u5ea7\u6676\u5706\u5382\u540c\u6b65\u5bfc\u5165\u65b0\u5236\u7a0b\uff0c\u53f2\u65e0\u524d\u4f8b\u3002\u9884\u8ba1\u9996\u5e74 2nm \u4ea7\u51fa\u5c06\u6bd4\u540c\u7b49\u91cc\u7a0b\u7891\u9636\u6bb5\u7684 3nm \u9ad8\u51fa\u7ea6 45%\u3002\u53f0\u79ef\u7535\u8fd8\u5728\u52a0\u901f\u4e9a\u5229\u6851\u90a3\u5dde\u6269\u5efa\uff1a\u51e4\u51f0\u57ce\u7b2c\u4e09\u5ea7\u6676\u5706\u5382\u4e3b\u7ed3\u6784\u5df2\u987a\u5229\u5c01\u9876\uff0c\u5c06\u91c7\u7528 2nm \u53ca\u66f4\u5148\u8fdb\u5236\u7a0b\uff0c\u8ba1\u5212 2030 \u5e74\u524d\u6295\u4ea7\uff1b\u53f0\u79ef\u7535\u5df2\u6279\u51c6\u4e3a\u4e9a\u5229\u6851\u90a3\u5168\u8d44\u5b50\u516c\u53f8\u8ffd\u52a0\u81f3\u591a 200 \u4ebf\u7f8e\u5143\u8d44\u672c\u6295\u8d44\u3002\u4e0e\u6b64\u540c\u65f6\uff0c\u53f0\u79ef\u7535 3nm \u4ea7\u80fd\u6301\u7eed\u6ee1\u8f7d\uff0c\u5e76\u5df2\u5168\u9762\u4e0a\u8c03 5\/4nm \u53ca\u4ee5\u4e0b\u5236\u7a0b\u7684 2026 \u5e74\u4ee3\u5de5\u4ef7\u683c\u3002\u53f0\u79ef\u7535\u8463\u4e8b\u4f1a\u6b64\u524d\u5df2\u6279\u51c6 2026 \u5e74 520-560 \u4ebf\u7f8e\u5143\u7684\u5386\u53f2\u6700\u9ad8\u8d44\u672c\u652f\u51fa\u9884\u7b97\u3002<\/p>\n
\n\u4e09\u661f2nm\u5236\u7a0b\u57282026\u5e745\u6708\u53d6\u5f97\u591a\u9879\u5173\u952e\u8fdb\u5c55\uff0c\u8fc5\u901f\u7f29\u5c0f\u4e86\u4e0e\u53f0\u79ef\u7535\u7684\u5dee\u8ddd\u3002\u622a\u81f32026\u5e743\u6708\uff0c\u4e09\u661f2nm\u826f\u7387\u5df2\u7a81\u783460%\uff0c\u8f832025\u5e74\u4e0b\u534a\u5e74\u7684\u7ea620%\u5b9e\u73b0\u5927\u5e45\u8dc3\u5347\uff0c\u73b0\u5df2\u63a5\u8fd1\u53f0\u79ef\u75352nm\u768460%\u81f370%\u826f\u7387\u6c34\u5e73\u3002\u968f\u7740\u826f\u7387\u7a33\u5b9a\u3001\u5ba2\u6237\u8ba2\u5355\u589e\u52a0\uff0c\u4e09\u661f\u4ee3\u5de5\u4e1a\u52a1\u9884\u8ba1\u5c06\u57282026\u5e74\u5b9e\u73b0\u5386\u53f2\u6027\u589e\u957f\u30024\u6708\u65e9\u4e9b\u65f6\u5019\uff0c\u4e09\u661f\u7684HBM4\u5df2\u901a\u8fc7\u82f1\u4f1f\u8fbe\u548cAMD\u9a8c\u8bc1\uff0c\u9884\u8ba12026\u5e746\u6708\u5f00\u59cb\u4f9b\u8d27\u3002<\/p>\n
\nTrendForce\u9884\u6d4b2026\u5e74\u5168\u7403\u6676\u5706\u4ee3\u5de5\u6536\u5165\u589e\u957f24.8%\uff0c\u5176\u4e2d\u53f0\u79ef\u7535\u9884\u8ba1\u4ee532%\u7684\u589e\u5e45\u9886\u5148\u3002\u4e2d\u82af\u56fd\u9645\u4fdd\u6301\u5168\u7403\u7b2c\u4e09\u5927\u6676\u5706\u4ee3\u5de5\u5382\u5730\u4f4d\uff0c\u6301\u7eed\u53d7\u76ca\u4e8e\u672c\u571f\u5316\u8d8b\u52bf\u30025\u670811\u65e5\uff0c\u4e2d\u82af\u56fd\u9645\u8fce\u6765\u91cd\u8981\u91cc\u7a0b\u7891\uff1a\u4e0a\u4ea4\u6240\u5e76\u8d2d\u91cd\u7ec4\u5ba1\u6838\u59d4\u5458\u4f1a\u6279\u51c6\u5176\u53d1\u884c\u80a1\u4efd\u6536\u8d2d\u4e2d\u82af\u5317\u65b9\uff08\u5317\u4eac\uff09\u5269\u4f5949%\u80a1\u6743\uff0c\u4ea4\u6613\u91d1\u989d\u7ea6\u4eba\u6c11\u5e01406\u4ebf\u5143\u3002<\/p>\n3. AI\u82af\u7247\u4e0e\u5e73\u53f0<\/h2>\n
\n5\u67088\u65e5\uff0c\u300a\u534e\u5c14\u8857\u65e5\u62a5\u300b\u62a5\u9053\u79f0\u82f1\u7279\u5c14\u5df2\u4e0e\u82f9\u679c\u8fbe\u6210\u521d\u6b65\u534f\u8bae\uff0c\u5c06\u4e3a\u8fd9\u5bb6iPhone\u5236\u9020\u5546\u7684\u90e8\u5206\u8bbe\u5907\u4ee3\u5de5\u82af\u7247\uff0c\u636e\u62a5\u9053\u8c08\u5224\u6301\u7eed\u4e86\u4e00\u5e74\u591a\u3002\u6d88\u606f\u516c\u5e03\u540e\uff0c\u82f1\u7279\u5c14\u80a1\u4ef7\u5927\u6da8\u8fd114%\uff0c\u6536\u4e8e\u6bcf\u80a1124.92\u7f8e\u5143\uff0c\u82f9\u679c\u80a1\u4ef7\u4e0a\u6da8\u7ea62%\uff0c\u4e24\u5bb6\u516c\u53f8\u5747\u672a\u5c31\u6b64\u534f\u8bae\u7f6e\u8bc4\u3002\u8be5\u4ea4\u6613\u662f\u82f1\u7279\u5c14\u4ee3\u5de5\u4e1a\u52a1\u7684\u91cd\u5927\u7a81\u7834\uff0c\u4e5f\u8868\u660e\u7f8e\u56fd\u653f\u5e9c\u63a8\u52a8\u82af\u7247\u5236\u9020\u56de\u6d41\u672c\u571f\u7684\u52aa\u529b\u5f00\u59cb\u89c1\u6548\u3002\u4e0e\u6b64\u540c\u65f6\uff0c\u6709\u62a5\u9053\u79f0\u82f1\u4f1f\u8fbe\u4e5f\u5df2\u51fa\u624b\u652f\u6301\u82f1\u7279\u5c14\uff0c\u9a6c\u65af\u514b\u636e\u79f0\u5c31\u81ea\u5efa\u534a\u5bfc\u4f53\u751f\u4ea7\u7684TeraFab\u8ba1\u5212\u4e0e\u82f1\u7279\u5c14\u8fdb\u884c\u4e86\u63a5\u89e6\u3002<\/p>\n
\n\u82f1\u4f1f\u8fbeCEO\u9ec4\u4ec1\u52cb\u5728\u63a5\u53d7\u7f8e\u56fd\u667a\u5e93S CSP\u91c7\u8bbf\u65f6\u8868\u793a\uff0c\u82f1\u4f1f\u8fbe\u5728\u4e2d\u56fdAI\u82af\u7247\u5e02\u573a\u7684\u4efd\u989d\u66fe\u5360\u5176\u5168\u7403\u5e02\u573a\u4efd\u989d\u7684\u7ea690%\uff0c\u5982\u4eca\u5df2\u8dcc\u81f3\u96f6\u3002\u62a5\u9053\u6307\u51fa\uff0c\u8fd9\u662f\u7f8e\u56fd\u81ea2022\u5e74\u4ee5\u6765\u8fde\u7eed\u5b9e\u65bd\u51fa\u53e3\u7ba1\u5236\u63aa\u65bd\u7684\u76f4\u63a5\u540e\u679c\u3002\u503c\u5f97\u6ce8\u610f\u7684\u662f\uff0c\u9ec4\u4ec1\u52cb\u672a\u88ab\u5217\u51655\u6708\u4e2d\u65ec\u968f\u7279\u6717\u666e\u603b\u7edf\u8bbf\u534e\u768415\u4f4d\u4ee5\u4e0a\u7f8e\u56fd\u9876\u7ea7\u5546\u754c\u9886\u8896\u540d\u5355\uff0c\u5728\u4e24\u56fd\u79d1\u6280\u7ade\u4e89\u52a0\u5267\u7684\u80cc\u666f\u4e0b\u8fd9\u4e00\u7f3a\u5e2d\u5f15\u4eba\u5173\u6ce8\u3002\u53e6\u5916\uff0c\u82f1\u4f1f\u8fbe\u5ba3\u5e03\u5411\u5eb7\u5b81\u6295\u8d445\u4ebf\u7f8e\u5143\uff0c\u7528\u4e8e\u6269\u5927AI\u6570\u636e\u4e2d\u5fc3\u6240\u9700\u9ad8\u901f\u5149\u5b66\u4e0e\u73bb\u7483\u7ec4\u4ef6\u7684\u4ea7\u80fd\uff0c\u4ee5\u89e3\u51b3AI\u5de5\u5382\u7684\u5173\u952e\u6027\u80fd\u74f6\u9888\u3002<\/p>\n4. \u5b58\u50a8\u5668\u4e0e\u5b58\u50a8<\/h2>\n
\n\u5728\u53f2\u65e0\u524d\u4f8b\u7684\u77ed\u7f3a\u4e2d\uff0cHBM\u5e02\u573a\u7ee7\u7eed\u7206\u53d1\u5f0f\u589e\u957f\u3002\u9ad8\u76db\u62a5\u544a\u6307\u51fa\uff0c\u5e02\u573a\u6b63\u5904\u4e8e15\u5e74\u6765\u6700\u4e25\u91cd\u7684\u5b58\u50a8\u82af\u7247\u4f9b\u5e94\u77ed\u7f3a\u8fb9\u7f18\uff0c2026\u5e74\u5168\u7403DRAM\u3001NAND Flash\u548cHBM\u7684\u4f9b\u9700\u7f3a\u53e3\u5206\u522b\u8fbe\u52304.9%\u30014.2%\u548c5.1%\uff0c\u4e3a2011\u5e74\u4ee5\u6765\u6700\u9ad8\u6c34\u5e73\u3002HBM\u4ecd\u662f\u7ed3\u6784\u6027\u652f\u6491\u6700\u5f3a\u7684\u5b58\u50a8\u54c1\u7c7b\uff0c\u4e3b\u8981\u5382\u5546\u7684HBM\u4ea7\u80fd\u5df2\u552e\u7f44\u81f32026\u5e74\u5e95\u3002SK\u6d77\u529b\u58eb2026\u5e74\u4e00\u5b63\u5ea6\u8425\u4e1a\u5229\u6da6\u8fbe37.61\u4e07\u4ebf\u97e9\u5143\uff08\u8425\u4e1a\u5229\u6da6\u738772%\uff09\uff0c\u540c\u6bd4\u589e\u957f405%\uff0c\u521b\u4e0b\u5168\u7403\u534a\u5bfc\u4f53\u884c\u4e1a\u7eaa\u5f55\uff0c\u8d85\u8fc7\u82f1\u4f1f\u8fbe\uff0865%\uff09\u548c\u53f0\u79ef\u7535\uff0858%\uff09\u3002<\/p>\n
\n\u81ea2025\u5e749\u6708\u5e95\u4ee5\u6765\uff0cNAND\u82af\u7247\u5408\u7ea6\u4ef7\u683c\u4e0a\u6da8\u903e600%\uff0c\u540c\u671fDRAM\u5408\u7ea6\u4ef7\u683c\u4e0a\u6da8\u8fd1400%\u3002\u636eBernstein\u6570\u636e\uff0c2026\u5e74\u4e00\u5b63\u5ea6DRAM\u5408\u7ea6\u4ef7\u683c\u73af\u6bd4\u5927\u6da885%\u81f3100%\u3002TrendForce\u6570\u636e\u663e\u793a\uff0cDDR4\u4e3b\u6d41\u73b0\u8d27\u4ef7\u683c\u8f832025\u5e74\u521d\u4e0a\u6da81788%\uff0cDDR5\u4e0a\u6da8740%\u3002\u97e9\u56fd\u6d77\u5173\u6db5\u76d62026\u5e744\u6708\u81f35\u6708\u521d\u7684\u6570\u636e\u663e\u793a\uff0cSSD\u4ef7\u683c\u98d9\u534763%\u3001HBM\u4e0a\u6da819%\uff0c\u4e3b\u8981\u5b58\u50a8\u54c1\u7c7b\u540c\u6bd4\u6da8\u5e45\u666e\u904d\u5728165%\u81f3500%\u4e4b\u95f4\u2014\u2014\u51f8\u663e\u5f53\u524d\u5b58\u50a8\u8d85\u7ea7\u5468\u671f\u7684\u4e25\u91cd\u7a0b\u5ea6\u3002<\/p>\n
\n\u4e09\u661f\u516c\u5e032026\u5e74\u4e00\u5b63\u5ea6\u8425\u4e1a\u5229\u6da6\u521b\u7eaa\u5f55\u8fbe53.7\u4e07\u4ebf\u97e9\u5143\uff08361.5\u4ebf\u7f8e\u5143\uff09\uff0c\u8f83\u53bb\u5e74\u540c\u671f\u76841.1\u4e07\u4ebf\u97e9\u5143\u589e\u957f49%\u3002\u4e09\u661f\u4eca\u5e74\u5c06\u5411\u8bbe\u5907\u89e3\u51b3\u65b9\u6848\uff08DS\uff09\u90e8\u95e8\u6295\u5165\u7ea640.9\u4e07\u4ebf\u97e9\u5143\uff0c\u76ee\u6807\u662f\u5c06\u5b9a\u5236HBM\u4ea7\u80fd\u63d0\u5347\u4e24\u500d\u4ee5\u4e0a\u3002\u4e0e\u6b64\u540c\u65f6\uff0c\u4e09\u661f\u5ba3\u5e03\u81ea4\u670817\u65e5\u8d77\u505c\u6b62\u63a5\u53d7LPDDR4\u548cLPDDR4X\u79fb\u52a8\u5b58\u50a8\u65b0\u8ba2\u5355\uff0c\u5c06\u4ea7\u80fd\u8f6c\u5411\u5229\u6da6\u7387\u66f4\u9ad8\u7684LPDDR5\/5X\u548cHBM\u3002\u745e\u94f6\u7ef4\u6301\u5bf9\u4e09\u661f2026\u5e74HBM\u51fa\u8d27\u91cf\u7684\u9884\u6d4b\u4e3a97\u4ebf\u5343\u5146\u4f4d\uff0c\u540c\u6bd4\u589e\u957f124%\uff0c\u5e76\u5c062027\u5e74\u9884\u6d4b\u4e0a\u8c03\u81f3230\u4ebf\u5343\u5146\u4f4d\u3002<\/p>\n
\n\u5168\u7403\u5b58\u50a8\u5382\u5546\u2014\u2014\u4e09\u661f\u3001SK\u6d77\u529b\u58eb\u3001\u7f8e\u5149\u548c\u957f\u946b\u5b58\u50a8\u2014\u2014\u5df2\u5c06\u8d85\u8fc770%\u7684\u5148\u8fdbDRAM\u4ea7\u80fd\u8f6c\u5411DDR5\u4ea7\u54c1\u7ebf\u3002\u539f\u672c\u7528\u4e8eNAND\u95ea\u5b58\u7684\u751f\u4ea7\u7ebf\u4e5f\u5728\u88ab\u6539\u9020\u7528\u4e8e\u751f\u4ea7DDR5\u3002\u5b58\u50a8\u884c\u4e1a\u6b63\u9762\u4e34\u524d\u6240\u672a\u6709\u7684\u5c40\u9762\uff1a2026\u5e74HDD\u3001DRAM\u3001HBM\u548cNAND\u540c\u65f6\u4e25\u91cd\u77ed\u7f3a\uff0c\u5927\u90e8\u5206\u4ea7\u80fd\u5df2\u88ab\u5168\u5e74\u8ba2\u6ee1\uff0c\u5382\u5546\u9884\u8ba1\u77ed\u7f3a\u5c06\u6301\u7eed\u52302027\u5e74\u751a\u81f3\u66f4\u4e45\u3002<\/p>\n5. \u5730\u7f18\u653f\u6cbb\u4e0e\u8d38\u6613<\/h2>\n
\n5\u670813\u65e5\u7684\u62a5\u9053\u663e\u793a\uff0c\u7f8e\u56fd\u6b63\u63a8\u52a8\u989d\u5916\u7acb\u6cd5\uff0c\u8fdb\u4e00\u6b65\u9650\u5236ASML\u5411\u4e2d\u56fd\u9500\u552e\u4ea7\u54c1\u4ee5\u53ca\u4e3a\u4e2d\u56fd\u5ba2\u6237\u63d0\u4f9b\u670d\u52a1\uff0c\u8377\u5170\u653f\u5e9c\u5df2\u6b63\u5f0f\u5bf9\u8be5\u63d0\u6848\u63d0\u51fa\u53cd\u5bf9\u3002\u5728\u7f8e\u56fd\u73b0\u884c\u7684\u5168\u9762\u51fa\u53e3\u7ba1\u5236\u4e0b\uff0cASML\u5df2\u88ab\u7981\u6b62\u5411\u4e2d\u56fd\u51fa\u552e\u5176\u6700\u5148\u8fdb\u7684EUV\u5149\u523b\u8bbe\u5907\u3002\u53e6\u5916\uff0c\u7f8e\u56fd\u62df\u8bae\u7acb\u6cd5\u660e\u786e\u5c06\u4e94\u5bb6\u4e2d\u56fd\u534a\u5bfc\u4f53\u4f01\u4e1a\uff08\u4e2d\u82af\u56fd\u9645\u3001\u534e\u8679\u3001\u534e\u4e3a\u3001\u957f\u946b\u5b58\u50a8\u548c\u957f\u6c5f\u5b58\u50a8\uff09\u53ca\u5176\u5b50\u516c\u53f8\u5217\u4e3a\u201c\u53d7\u63a7\u8bbe\u65bd\u201d\uff0c\u5b9e\u65bd\u5168\u9762\u51fa\u53e3\u9650\u5236\u3002<\/p>\n
\n5\u670811\u65e5\uff0c\u4e0a\u4ea4\u6240\u5e76\u8d2d\u91cd\u7ec4\u5ba1\u6838\u59d4\u5458\u4f1a\u6b63\u5f0f\u6279\u51c6\u4e2d\u82af\u56fd\u9645\u53d1\u884c\u80a1\u4efd\u6536\u8d2d\u4e2d\u82af\u5317\u65b9\uff08\u5317\u4eac\uff09\u5269\u4f5949%\u80a1\u6743\uff0c\u4ea4\u6613\u91d1\u989d\u7ea6\u4eba\u6c11\u5e01406\u4ebf\u5143\u3002\u8be5\u4ea4\u6613\u4ece\u7533\u62a5\u5230\u83b7\u6279\u4e0d\u5230\u4e09\u4e2a\u6708\uff0c\u662f\u4e2d\u56fd\u79d1\u521b\u677f\u53f2\u4e0a\u6700\u5927\u5e76\u8d2d\u6848\u4f8b\u3002\u4e2d\u82af\u56fd\u9645\u5c06\u5168\u8d44\u63a7\u80a1\u4e2d\u82af\u5317\u65b9\uff0c\u540e\u8005\u662f12\u82f1\u5bf8\u6676\u5706\u4ee3\u5de5\u5382\uff0c\u6708\u4ea7\u80fd7.5\u4e07\u7247\uff0c\u9762\u541128nm\u53ca\u4ee5\u4e0a\u5236\u7a0b\u3002\u4e2d\u56fd\u7684\u201c\u5341\u4e94\u4e94\u201d\u89c4\u5212\u7ee7\u7eed\u5c06\u96c6\u6210\u7535\u8def\u5217\u4e3a\u5934\u53f7\u6218\u7565\u6027\u652f\u67f1\u4ea7\u4e1a\uff0c\u56fd\u5bb6\u96c6\u6210\u7535\u8def\u4ea7\u4e1a\u6295\u8d44\u57fa\u91d1\u4e09\u671f3440\u4ebf\u5143\u5df2\u5230\u4f4d\uff0c\u76ee\u6807\u662f\u52302027\u5e74\u6838\u5fc3\u8bbe\u5907\u4e0e\u6750\u6599\u672c\u571f\u5316\u7387\u8fbe\u523070%\u3002<\/p>\n6. \u4f9b\u5e94\u94fe\u4e0e\u5236\u9020<\/h2>\n
\n\u5b58\u50a8\u884c\u4e1a\u6b63\u9762\u4e34\u524d\u6240\u672a\u6709\u7684\u5c40\u9762\uff1a2026\u5e74HDD\u3001DRAM\u3001HBM\u548cNAND\u540c\u65f6\u4e25\u91cd\u77ed\u7f3a\uff0c\u5927\u90e8\u5206\u4ea7\u80fd\u5df2\u88ab2026\u5e74\u5168\u5e74\u8ba2\u6ee1\u3002\u6469\u6839\u5927\u901a\u6700\u65b0\u62a5\u544a\u6307\u51fa\uff0c\u4e3b\u8981\u5382\u5546\u9884\u8ba1\u77ed\u7f3a\u5c06\u6301\u7eed\u81f32027\u5e74\uff0c\u5e76\u9884\u671f\u4ef7\u683c\u4e0a\u6da8\u8d8b\u52bf\u81f3\u5c11\u5ef6\u7eed\u52302027\u5e74\u3002HBM\u7684\u6676\u5706\u6d88\u8017\u91cf\u662fDDR5\u7684\u4e09\u500d\uff0c\u4ea7\u80fd\u5411AI\u503e\u659c\u6b63\u5728\u6324\u538b\u4f20\u7edf\u4ea7\u54c1\u7ebf\u3002\u884c\u4e1a\u9884\u6d4b\u663e\u793a\uff0c2026\u5e74\u5168\u7403MLC NAND\u4ea7\u80fd\u5c06\u4e0b\u964d41.7%\uff0cAI\u5c06\u6d88\u8017DRAM\u603b\u4ea7\u91cf\u768420%\u3002<\/p>\n
\n\u4e09\u661f\u4e0e\u94e0\u4fa05\u6708\u5ba3\u5e03\u524a\u51cf2D NAND\u95ea\u5b58\u4ea7\u91cf\uff0c\u5f15\u53d1\u4f9b\u5e94\u65ad\u5d16\u62c5\u5fe7\u3002\u4f20\u7edfNAND\u4f9b\u5e94\u7684\u51cf\u5c11\u9884\u8ba1\u5c06\u57282026\u5e74\u5185\u8fdb\u4e00\u6b65\u6536\u7d27\u6574\u4f53\u5b58\u50a8\u4f9b\u5e94\u3002<\/p>\n7. \u8bbe\u5907\u4e0e\u57fa\u7840\u8bbe\u65bd<\/h2>\n
\n\u7f8e\u56fd\u94f6\u884c\u8868\u793a\uff0c\u82f9\u679c\u4e0e\u82f1\u7279\u5c14\u7684\u5408\u4f5c\u5c06\u589e\u52a0\u82f1\u7279\u5c14\u5bf9\u82af\u7247\u5236\u9020\u8bbe\u5907\u7684\u91c7\u8d2d\uff0c\u4e3b\u8981\u6d89\u53caASML\u548cBesi\u3002\u636e\u62a5\u9053\uff0cASML\u5df2\u83b7\u5f97\u6700\u9ad846\u4ebf\u6b27\u5143\u7684\u8bbe\u5907\u8ba2\u5355\u3002\u51ed\u501f\u5176\u5784\u65ad\u5730\u4f4d\u4ee5\u53ca\u4e0a\u8c032026\u5e74\u589e\u957f\u6307\u5f15\uff0c\u5e02\u573a\u5bf9ASML\u7684\u589e\u957f\u524d\u666f\u4ecd\u4fdd\u6301\u4fe1\u5fc3\u30022026\u5e74\u5168\u7403\u6676\u5706\u5382\u8bbe\u5907\u6295\u8d44\u9884\u8ba1\u8fbe1410\u4ebf\u7f8e\u5143\uff0cASML\u6709\u671b\u4fdd\u630120%\u4ee5\u4e0a\u7684\u589e\u957f\u52bf\u5934\u3002\u97e9\u56fd\u4e5f\u5728\u63a8\u8fdb\u6fc0\u8fdb\u7684\u4ea7\u80fd\u6269\u5f20\uff1b\u636e\u62a5\u9053\uff0c\u4e09\u661f\u8ba1\u5212\u6295\u8d448280\u4ebf\u97e9\u5143\u5efa\u8bbe\u4e0b\u4e00\u4ee3\u4ea7\u7ebf\uff0c\u91c7\u7528\u4e09\u5c42\u6676\u5706\u5382\u7ed3\u6784\uff0c\u5e74\u4ea7\u80fd20\u4e07\u81f330\u4e07\u724712\u82f1\u5bf8\u6676\u5706\u3002<\/p>\n
\n\u5e94\u7528\u6750\u6599\u786e\u8ba4\u5df2\u83b7\u5f97\u53f0\u79ef\u7535\u7684\u5927\u989d2nm\u8bbe\u5907\u8ba2\u5355\u3002\u516c\u53f82026\u5e74EUV\u76f8\u5173\u6536\u5165\u9884\u8ba1\u5c06\u8dc3\u534740%\u3002GAA\u6280\u672f\u7684\u5bfc\u5165\u9884\u8ba1\u5c06\u4f7f\u6bcf\u7247\u6676\u5706\u7684\u8bbe\u5907\u9500\u552e\u989d\u63d0\u5347\u7ea610\u4ebf\u7f8e\u5143\u3002\u6295\u8d44\u8005\u6b63\u5bc6\u5207\u5173\u6ce8GAA\u76f8\u5173\u8ba2\u5355\u7684\u8f6c\u5316\u8282\u594f\uff0c\u8fd9\u5c06\u662f\u8861\u91cf\u672a\u6765\u4e24\u5230\u4e09\u5e74\u4e1a\u7ee9\u786e\u5b9a\u6027\u7684\u5173\u952e\u3002<\/p>\n8. \u5e76\u8d2d\u4e0e\u8d44\u672c\u5e02\u573a<\/h2>\n
\n5\u670811\u65e5\uff0c\u4e0a\u4ea4\u6240\u5e76\u8d2d\u91cd\u7ec4\u5ba1\u6838\u59d4\u5458\u4f1a\u6b63\u5f0f\u6279\u51c6\u4e2d\u82af\u56fd\u9645\u53d1\u884c\u80a1\u4efd\u6536\u8d2d\u4e2d\u82af\u5317\u65b9\uff08\u5317\u4eac\uff09\u5269\u4f5949%\u80a1\u6743\u3002\u8be5\u4ea4\u6613\u91d1\u989d\u7ea6\u4eba\u6c11\u5e01406.1\u4ebf\u5143\uff0c\u662f\u4e2d\u56fd\u79d1\u521b\u677f\u53f2\u4e0a\u6700\u5927\u5e76\u8d2d\u6848\u4f8b\u3002\u4e2d\u82af\u56fd\u9645\u5c06\u4ee5\u6bcf\u80a174.20\u5143\u7684\u4ef7\u683c\u5411\u56fd\u5bb6\u96c6\u6210\u7535\u8def\u4ea7\u4e1a\u6295\u8d44\u57fa\u91d1\u7b49\u4e94\u540d\u80a1\u4e1c\u53d1\u884c\u80a1\u4efd\uff0c\u4e0d\u6d89\u53ca\u73b0\u91d1\u652f\u4ed8\u3002\u4ea4\u6613\u5b8c\u6210\u540e\uff0c\u4e2d\u82af\u56fd\u9645\u5c06\u5168\u8d44\u63a7\u80a1\u4e2d\u82af\u5317\u65b9\uff0c\u9884\u8ba1\u4e3a\u51762026\u5e74\u51c0\u5229\u6da6\u589e\u52a0\u8d851.2\u4ebf\u7f8e\u5143\u3002\u8be5\u5ba1\u6279\u4ece\u9996\u6b21\u7533\u62a5\u5230\u83b7\u6279\u7528\u65f6\u4e0d\u5230\u4e09\u4e2a\u6708\u3002<\/p>\n9. \u6280\u672f\u8d8b\u52bf\u4e0e\u751f\u6001<\/h2>\n
\nSiFive\u5ba3\u5e034\u6708\u5b8c\u62104\u4ebf\u7f8e\u5143\u8d85\u989d\u8ba4\u8d2d\u7684G\u8f6e\u878d\u8d44\uff0c\u6295\u8d44\u8005\u4e2d\u5305\u62ec\u82f1\u4f1f\u8fbe\u3002\u672c\u8f6e\u8d44\u91d1\u65e8\u5728\u52a0\u901f\u4e0b\u4e00\u4ee3\u6570\u636e\u4e2d\u5fc3\u89e3\u51b3\u65b9\u6848\u7684\u5f00\u53d1\uff0c\u4ee5\u6ee1\u8db3\u667a\u80fd\u4f53AI\u5de5\u4f5c\u8d1f\u8f7d\u7684\u9700\u6c42\u3002RISC-V\u751f\u6001\u6301\u7eed\u5feb\u901f\u6269\u5f20\uff0c\u5e94\u7528\u8303\u56f4\u4ece\u6c7d\u8f66\uff08\u901a\u8fc7ISO 26262 ASIL-D\u8ba4\u8bc1\uff09\u5ef6\u4f38\u81f3\u6570\u636e\u4e2d\u5fc3\u548c\u8fb9\u7f18\u8ba1\u7b97\u3002\u5728\u4e2d\u56fd\uff0cSpaceTime\u5ba3\u5e03\u5b8c\u6210\u7b2c\u4e09\u4ee3RISC-V\u5904\u7406\u5668\u6838X200\u7684\u7814\u53d1\uff0c\u5c06\u7528\u4e8e\u9884\u8ba12027\u5e74\u91cf\u4ea7\u7684\u4e0b\u4e00\u4ee3\u4e91\u8ba1\u7b97\u82af\u7247\u3002\u968f\u7740AI\u63a8\u7406\u5de5\u4f5c\u8d1f\u8f7d\u4ece\u96c6\u4e2d\u5f0f\u4e91\u5411\u5206\u5e03\u5f0f\u8fb9\u7f18\u8fc1\u79fb\uff0cRISC-V\u7684\u91c7\u7528\u6b63\u5728\u52a0\u901f\u3002<\/p>\n
\n\u968f\u7740AI\u63a8\u7406\u4ece\u96c6\u4e2d\u5f0f\u4e91\u5411\u5206\u5e03\u5f0f\u8fb9\u7f18\u8fc1\u79fb\uff0cRISC-V\u7684\u5e94\u7528\u573a\u666f\u5448\u6307\u6570\u7ea7\u6269\u5c55\uff0c\u5f62\u6210\u6b63\u5411\u5faa\u73af\uff1a\u91c7\u7528\u589e\u52a0\u5e26\u52a8\u751f\u6001\u5b8c\u5584\u3001\u964d\u4f4e\u8fdb\u5165\u95e8\u69db\uff0c\u4ece\u800c\u8fdb\u4e00\u6b65\u52a0\u901f\u5927\u89c4\u6a21\u90e8\u7f72\u3002HighTec EDV-Systeme\u4e0eSiFive\u5ba3\u5e03\u8054\u5408\u65b9\u6848\uff0c\u5f3a\u5316\u9762\u5411\u5b89\u5168\u53ef\u9760\u6c7d\u8f66\u4e0e\u5de5\u4e1a\u5e94\u7528\u7684RISC-V\u751f\u6001\uff0c\u5e2e\u52a9\u8f6f\u4ef6\u5f00\u53d1\u8005\u901a\u8fc7\u5b89\u5168\u3001\u4fe1\u606f\u5b89\u5168\u3001\u6027\u80fd\u4e0e\u53ef\u6269\u5c55\u8f6f\u4ef6\u5f00\u53d1\u7684\u4e00\u4f53\u5316\u8def\u5f84\uff0c\u66f4\u9ad8\u6548\u5730\u91c7\u7528RISC-V\u3002<\/p>","protected":false},"excerpt":{"rendered":"