\u3000\u3000\u8fd1\u5e74\u6765\uff0c\u5b58\u50a8\u5e02\u573a\u5728\u7ec8\u7aef\u9700\u6c42\u4e0d\u632f\u3001\u4ea7\u4e1a\u94fe\u9ad8\u5e93\u5b58\u7b49\u4e0d\u5229\u56e0\u7d20\u4e0b\u6b65\u5165\u4e0b\u884c\u5468\u671f\uff0c\u5305\u62ec\u5b58\u50a8\u539f\u5382\u5728\u5185\u7684\u4ea7\u4e1a\u94fe\u4f01\u4e1a\u90fd\u906d\u9047\u91cd\u521b\uff0c\u6700\u7ec8\u4e09\u661f\u3001SK\u6d77\u529b\u58eb\u3001\u7f8e\u5149\u79d1\u6280\u3001\u897f\u90e8\u6570\u636e\u548c\u94e0\u4fa0\u7b49\u5382\u5546\u7eb7\u7eb7\u5ba3\u5e03\u51cf\u5c11\u4ea7\u80fd\uff0c\u5e76\u964d\u4f4e\u5173\u4e8e\u5b58\u50a8\u4e1a\u52a1\u7684\u8d44\u672c\u6027\u652f\u51fa\u3002\u4e0d\u7ea6\u800c\u540c\u7684\u51cf\u4ea7\u8ba1\u5212\uff0c\u4fc3\u4f7f\u5b58\u50a8\u5468\u671f\u63d0\u524d\u8fdb\u5165\u590d\u82cf\u9636\u6bb5\u3002<\/p>\n\n\n\n
\u3000\u3000\u201c\u53bb\u5e74\u4e09\u3001\u56db\u5b63\u5ea6\u662f\u5b58\u50a8\u5927\u5382\u9650\u5236\u4f9b\u5e94\u6240\u5e26\u52a8\u7684\u6da8\u4ef7\uff0c\u4f46\u73b0\u5728\u7684\u6da8\u4ef7\uff0c\u4e3b\u8981\u662f\u56e0\u4e3a\u65b0\u9700\u6c42\u589e\u52a0\u6240\u5e26\u52a8\u7684\uff0c\u63a5\u4e0b\u6765\u5ef6\u7eed\u6da8\u4ef7\u6ca1\u6709\u60ac\u5ff5\u3002\u201d\u5927\u4e3a\u521b\u82af\u9500\u552e\u603b\u76d1\u5f90\u5fd7\u6587\u8fd1\u65e5\u5728\u7ebf\u4e0a\u5bf9\u300a\u6bcf\u65e5\u7ecf\u6d4e\u65b0\u95fb\u300b\u8bb0\u8005\u5206\u6790\u8bf4\u3002<\/p>\n\n\n\n
\u3000\u3000\u8fdb\u51652023\u5e74\uff0c\u9664\u4f20\u7edf\u624b\u673a\u3001PC\u548c\u670d\u52a1\u5668\u5e02\u573a\u5916\uff0cChatGPT\u5f00\u542f\u7684AI\u5927\u6a21\u578b\u6d6a\u6f6e\u3001\u6c7d\u8f66\u667a\u80fd\u5316\u6d6a\u6f6e\u5e26\u6765\u66f4\u591a\u5546\u4e1a\u673a\u4f1a\uff0c\u8fd9\u4e9b\u5e94\u7528\u573a\u666f\u5bf9\u6570\u636e\u5b58\u50a8\u7684\u5bb9\u91cf\u3001\u6548\u7387\u3001\u6d41\u52a8\u6027\u548c\u5b89\u5168\u6027\u7b49\u65b9\u9762\u63d0\u51fa\u4e86\u66f4\u9ad8\u7684\u9700\u6c42\u3002\u9762\u5bf9\u65b0\u5c40\u9762\uff0c\u5f90\u5fd7\u6587\u8ba4\u4e3a\uff1a\u201c\u76ee\u524d\u5b58\u50a8\u5e02\u573a\u7684\u6da8\u4ef7\u5e45\u5ea6\u572820%\u5de6\u53f3\uff0c\u66f4\u9ad8\u5bb9\u91cf\u7684\u5b58\u50a8\u4ea7\u54c1\u9884\u8ba1\u4eca\u5e74\u8fd8\u4f1a\u6da8\u4ef7\uff0c\u8fd9\u4e9b\u9ad8\u5bb9\u91cf\u4ea7\u54c1\u53d7\u76ca\u4e8eAI\u7684\u5e26\u52a8\u3002\u201d<\/p>\n\n\n\n
\u3000\u3000\u5b58\u50a8\u82af\u7247\u662f\u5168\u7403\u82af\u7247\u5e02\u573a\u7684\u91cd\u8981\u652f\u67f1\uff0c\u7ea6\u5360\u5168\u7403\u534a\u5bfc\u4f53\u5e02\u573a\u76841\/4\u81f31\/3\u3002\u5b58\u50a8\u82af\u7247\u53ef\u4ee5\u7b80\u5355\u5730\u5206\u4e3a\u95ea\u5b58\u548c\u5185\u5b58\uff0c\u5176\u4e2d\uff0c\u95ea\u5b58\u4e3b\u8981\u6709NAND Flash\u3001NOR Flash\uff0c\u5185\u5b58\u4e3b\u8981\u4e3aDRAM\u3002<\/p>\n\n\n\n
\u3000\u3000\u5bf9\u4e8e2024\u5e74\u5168\u5e74\uff0c\u6df1\u5733\u5e02\u95ea\u5b58\u5e02\u573a\u8d44\u8baf\u6709\u9650\u516c\u53f8\u603b\u7ecf\u7406\u90b0\u709c\u5728\u8fd1\u65e5\u4e3e\u529e\u7684CFMS|MemoryS 2024\u5cf0\u4f1a\u4e0a\u9884\u6d4b\uff1a\u201c\u4eca\u5e74\u5b58\u50a8\u5e02\u573a\u5f00\u59cb\u91cd\u65b0\u56de\u5230\u6b63\u8f68\uff0c\u5b58\u50a8\u4ef7\u683c\u5448\u5e73\u7a33\u4e0a\u5347\u7684\u8d8b\u52bf\uff0c\u518d\u52a0\u4e0a\u5148\u8fdb\u6280\u672f\u4ee5\u53ca\u65b0\u5174\u5e02\u573a\u7684\u5e94\u7528\uff0c\u5b58\u50a8\u884c\u4e1a\u6b63\u5728\u4ece\u2018\u4ef7\u683c\u2019\u8d70\u5165\u2018\u4ef7\u503c\u2019\u5468\u671f\uff0c\u6211\u4eec\u9884\u8ba1\u4eca\u5e74\u5e02\u573a\u89c4\u6a21\u5c06\u540c\u6bd4\u63d0\u534742%\u4ee5\u4e0a\u3002\u5176\u4e2d\uff0cNAND FLASH\u5c06\u8d85\u8fc78000\u4ebfGB\uff08\u5b58\u50a8\u6570\u636e\u5bb9\u91cf\u5927\u5c0f\u5355\u4f4d\uff09\u5f53\u91cf\uff0c\u76f8\u6bd4\u53bb\u5e74\u589e\u957f20%\uff0c\u800cDRAM\u9884\u8ba1\u589e\u957f\u8fbe15%\uff0c\u6709\u671b\u8fbe\u52302370\u4ebfGB\u5f53\u91cf\u3002\u201d<\/p>\n\n\n\n
\u3000\u3000\u5b58\u50a8\u5e02\u573a\u201c\u4f9b\u9500\u4e24\u65fa\u201d\u539f\u5382\u4e1a\u7ee9\u597d\u8f6c<\/p>\n\n\n\n
\u3000\u3000\u5f53\u524d\uff0c\u5168\u7403\u5b58\u50a8\u5e02\u573a\u7edd\u5927\u90e8\u5206\u4efd\u989d\u7531\u56fd\u5916\u5382\u5546\u5360\u6709\uff0c\u5448\u73b0\u5be1\u5934\u5784\u65ad\u683c\u5c40\uff0c\u884c\u4e1a\u96c6\u4e2d\u5ea6\u8f83\u9ad8\u3002Statista\u6570\u636e\u663e\u793a\uff0c\u622a\u81f32022\u7b2c\u4e09\u5b63\u5ea6\uff0c\u5168\u7403DRAM\u5e02\u573a\u51e0\u4e4e\u7531\u4e09\u661f\u3001SK\u6d77\u529b\u58eb\u548c\u7f8e\u5149\u79d1\u6280\u5784\u65ad\uff0c\u4efd\u989d\u5206\u522b\u4e3a41%\u300129%\u548c26%\uff1b\u800c\u5168\u7403NAND flash\u5e02\u573a\u5219\u7531\u4e09\u661f\u3001\u94e0\u4fa0\u548c\u6d77\u529b\u58eb\u5784\u65ad\uff0c2022\u7b2c\u4e09\u5b63\u5ea6\u5e02\u573a\u4efd\u989d\u5206\u522b\u4e3a31.4%\u300120.6%\u548c13.0%\u3002\u8fd9\u4e9b\u5927\u5382\u5411\u5305\u62ec\u82f9\u679c\u7b49\u5728\u5185\u7684\u7ec8\u7aef\u4f01\u4e1a\u63d0\u4f9b\u5185\u5b58\u82af\u7247\u7b49\u4f17\u591a\u96f6\u90e8\u4ef6\uff0c\u5bf9\u884c\u4e1a\u5f71\u54cd\u6df1\u523b\u3002<\/p>\n\n\n\n
\u3000\u30002022\u5e74\u53ca2023\u5e74\u4e0a\u534a\u5e74\uff0c\u7531\u4e8e\u624b\u673a\u3001\u7b14\u8bb0\u672c\u7535\u8111\u7b49\u51fa\u8d27\u91cf\u4e0b\u6ed1\uff0c\u5b58\u50a8\u82af\u7247\u8fdb\u5165\u4e0b\u884c\u5468\u671f\u3002\u636e\u4e16\u754c\u534a\u5bfc\u4f53\u8d38\u6613\u7edf\u8ba1\u7ec4\u7ec7\u6570\u636e\uff0c2022\u5e74\u5b58\u50a8\u82af\u7247\u5e02\u573a\u89c4\u6a21\u7ea6\u4e3a1344.1\u4ebf\u7f8e\u5143\uff0c\u540c\u6bd4\u4e0b\u6ed112.6%\u3002Gartner\u62a5\u544a\u663e\u793a\uff0c2023\u5e74\u5168\u7403\u5b58\u50a8\u5668\u5e02\u573a\u89c4\u6a21\u4e0b\u964d\u4e8637%\uff0c\u6210\u4e3a\u534a\u5bfc\u4f53\u5e02\u573a\u4e2d\u4e0b\u964d\u6700\u5927\u7684\u7ec6\u5206\u9886\u57df\u3002<\/p>\n\n\n\n
\u3000\u3000\u4eca\u5e741\u6708\u5e95\uff0cA\u80a1\u5b58\u50a8\u4f01\u4e1a\u6c5f\u6ce2\u9f99\uff08SZ301308\uff0c\u80a1\u4ef796.69\u5143\uff0c\u5e02\u503c399.2\u4ebf\u5143\uff09\u76842023\u5e74\u5ea6\u4e1a\u7ee9\u9884\u544a\u79f0\uff0c2023\u5e74\u8425\u4e1a\u6536\u5165\u9884\u8ba1\u4e3a100\u4ebf\u2014105\u4ebf\u5143\uff1b\u5f52\u6bcd\u51c0\u5229\u6da6\u4e3a\u4e8f\u635f8\u4ebf\u20148.6\u4ebf\u5143\u3002\u201c\u516c\u53f8\u6240\u5728\u7684\u5b58\u50a8\u884c\u4e1a\uff0c\u53d7\u5230\u7ec8\u7aef\u6d88\u8d39\u9700\u6c42\u840e\u9761\u4ee5\u53ca\u76f8\u5173\u4e0d\u5229\u5b8f\u89c2\u56e0\u7d20\u7684\u5f71\u54cd\uff0c2023\u5e741\u20149\u6708\u884c\u4e1a\u4e0b\u884c\u8d8b\u52bf\u52a0\u5267\u3002\u201d\u6c5f\u6ce2\u9f99\u5728\u516c\u544a\u4e2d\u89e3\u91ca\u79f0\u3002<\/p>\n\n\n\n
\u3000\u3000\u516c\u5f00\u8d44\u6599\u663e\u793a\uff0c\u6c5f\u6ce2\u9f99\u7684\u4ea7\u54c1\u5305\u62ec\u5d4c\u5165\u5f0f\u5b58\u50a8\u3001\u56fa\u6001\u786c\u76d8\u3001\u79fb\u52a8\u5b58\u50a8\u548c\u5185\u5b58\u6761\u56db\u5927\u4ea7\u54c1\u7ebf\u3002<\/p>\n\n\n\n
\u3000\u3000\u56fd\u9645\u5b58\u50a8\u5927\u5382\u7684\u65e5\u5b50\u4e5f\u4e0d\u597d\u8fc7\u30022023\u5e74\u524d\u4e09\u5b63\u5ea6\u57fa\u672c\u4e0a\u5ef6\u7eed\u4e862022\u5e74\u4ee5\u6765\u7684\u884c\u4e1a\u4e0b\u884c\u8d8b\u52bf\uff0c\u76f8\u5173\u516c\u5f00\u6570\u636e\u663e\u793a\uff0c\u4e09\u661f\u3001SK\u6d77\u529b\u58eb\u3001\u7f8e\u5149\u79d1\u6280\u7b49\u5382\u5546\u4e1a\u7ee9\u5747\u51fa\u73b0\u660e\u663e\u4e8f\u635f\u3002<\/p>\n\n\n\n
\u3000\u3000\u4e0d\u8fc7\uff0c\u4ece2023\u5e74\u7b2c\u4e09\u5b63\u5ea6\u5c3e\u58f0\u5f00\u59cb\uff0c\u56fd\u9645\u5b58\u50a8\u539f\u5382\u91c7\u53d6\u7684\u51cf\u4ea7\u3001\u524a\u51cf\u8d44\u672c\u5f00\u652f\u7b49\u63aa\u65bd\u5f00\u59cb\u6536\u5230\u660e\u663e\u6548\u679c\uff0c\u540c\u65f6\u53e0\u52a0\u7ec8\u7aef\u6d88\u8d39\u9700\u6c42\u56de\u5347\u2014\u2014\u7279\u522b\u662f\u624b\u673a\u3001\u4e2a\u4eba\u7535\u8111\u7b49\u4e3b\u8981\u5b58\u50a8\u5e94\u7528\u5e02\u573a\u7684\u9010\u6b65\u56de\u6696\uff0c\u5b58\u50a8\u884c\u4e1a\u5f00\u59cb\u8d70\u51fa\u4e0b\u884c\u5468\u671f\u3002<\/p>\n\n\n\n
\u3000\u3000CFM\u95ea\u5b58\u5e02\u573a\u6570\u636e\u663e\u793a\uff0c2023\u5e74\u56db\u5b63\u5ea6NAND Flash\u73b0\u8d27\u5e02\u573a\u7efc\u5408\u4ef7\u683c\u6307\u6570\u4e0a\u626c\u8d8530%\uff0cDRAM\u73b0\u8d27\u5e02\u573a\u7efc\u5408\u4ef7\u683c\u6307\u6570\u4e0a\u5347\u8d8515%\u30022024\u5e74\u7b2c\u4e00\u5b63\u5ea6\uff0c\u5b58\u50a8\u884c\u4e1a\u201c\u6de1\u5b63\u4e0d\u6de1\u201d\uff0cTrendForce\u96c6\u90a6\u54a8\u8be2\u79f0\uff0cNAND Flash\u5408\u7ea6\u4ef7\u5e73\u5747\u6da8\u5e45\u5df2\u9ad8\u8fbe25%\u3002<\/p>\n\n\n\n
\u3000\u3000\u6da8\u4ef7\u6f6e\u4ee4\u4e0a\u6e38\u5b58\u50a8\u5927\u5382\u4e1a\u7ee9\u52a0\u901f\u56de\u6696\u3002\u636e\u4e09\u661f\u7535\u5b50\u516c\u5e03\u76842023\u5e74\u7b2c\u56db\u5b63\u5ea6\uff08\u622a\u81f32023\u5e7412\u670831\u65e5\uff09\u4e1a\u7ee9\u663e\u793a\uff0c\u62a5\u544a\u671f\u5185\u516c\u53f8\u5b9e\u73b0\u8425\u653667.78\u4e07\u4ebf\u97e9\u5143\uff0c\u73af\u6bd4\u589e\u957f0.6%\uff0c\u540c\u6bd4\u4e0b\u964d3.8%\u3002\u5176\u4e2d\uff0c\u5b58\u50a8\u4e1a\u52a1\u8425\u653615.71\u4e07\u4ebf\u97e9\u5143\uff0c\u540c\u6bd4\u589e\u957f29%\u3002<\/p>\n\n\n\n
\u3000\u3000\u636e\u62a5\u9053\uff0c\u57283\u670820\u65e5\u4e3e\u884c\u7684\u5e74\u5ea6\u80a1\u4e1c\u5927\u4f1a\u4e0a\uff0c\u4e09\u661f\u79f0\uff0c\u9884\u8ba12024\u5e74\u65d7\u4e0b\u5b58\u50a8\u534a\u5bfc\u4f53\u90e8\u95e8\u9500\u552e\u989d\u6709\u671b\u6062\u590d\u81f32022\u5e74\u7684\u6c34\u5e73\uff0c\u540c\u65f6\u8fd8\u5b9a\u4e0b\u4e86\u66f4\u9ad8\u7684\u76ee\u6807\u2014\u2014\u8981\u5728\u4e24\u5230\u4e09\u5e74\u5185\uff0c\u91cd\u65b0\u593a\u56de\u5168\u7403\u82af\u7247\u5e02\u573a\u7b2c\u4e00\u7684\u4f4d\u7f6e\u3002<\/p>\n\n\n\n
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\u3000\u3000AI\u5bf9\u5b58\u50a8\u5e94\u7528\u5e02\u573a\u63d0\u51fa\u65b0\u8981\u6c42<\/p>\n\n\n\n
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\u3000\u3000\u5b58\u50a8\u5de8\u5934\u5bfb\u6c42\u65b0\u589e\u957f\u70b9<\/p>\n\n\n\n
\u3000\u3000\u4ee5\u624b\u673a\u3001PC\u4e3a\u4ee3\u8868\u7684\u6d88\u8d39\u7535\u5b50\u5e02\u573a\u9700\u6c42\u56de\u6696\uff0c\u8fd8\u4e0d\u8db3\u4ee5\u652f\u6491\u5b58\u50a8\u5de8\u5934\u4e1a\u7ee9\u5feb\u901f\u589e\u957f\uff0cAI\u5e26\u6765\u7684\u5e02\u573a\u589e\u91cf\u60f3\u8c61\u7a7a\u95f4\u5de8\u5927\u3002\u76ee\u524d\uff0c\u4e3b\u6d41AI\u8bad\u7ec3\u82af\u7247\u4e3a\u4e86\u63d0\u5347\u5e26\u5bbd\u4ee5\u4fbf\u66f4\u597d\u5730\u53d1\u6325\u7b97\u529b\uff0c\u90fd\u91c7\u7528\u4e86HBM\u4e0e\u7b97\u529b\u82af\u7247\u8fdb\u884c\u5408\u5c01\uff0c\u56e0\u6b64AI\u670d\u52a1\u5668\u7aef\u6210\u957f\u6027\u660e\u663e\u3002<\/p>\n\n\n\n
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\u3000\u3000\u867d\u7136\u7f8e\u5149\u79d1\u6280\u5728\u5168\u7403HBM\u5e02\u573a\u7684\u4efd\u989d\u5360\u6bd4\u8f83\u4f4e\uff0c\u4f46\u516c\u53f8\u9884\u8ba1\u6574\u4e2a2024\u8d22\u5e74\u4e2d\uff0cHBM\u4ea7\u54c1\u5c06\u5e26\u6765\u201c\u6570\u4ebf\u7f8e\u5143\u201d\u7684\u6536\u5165\u3002\u7f8e\u5149\u79d1\u6280\u603b\u88c1\u517c\u9996\u5e2d\u6267\u884c\u5b98\u8fd8\u8868\u793a\uff0c\u516c\u53f82024\u5e74\u7684HBM\u5df2\u7ecf\u552e\u7f44\uff0c2025\u5e74\u7684\u5927\u90e8\u5206\u4f9b\u5e94\u4e5f\u5df2\u83b7\u5f97\u5206\u914d\u3002<\/p>\n\n\n\n
\u3000\u3000TrendForce\u96c6\u90a6\u54a8\u8be2\u8d44\u6df1\u7814\u7a76\u526f\u603b\u5434\u96c5\u5a77\u9884\u4f30\uff0c\u622a\u81f32024\u5e74\u5e95\uff0c\u6574\u4f53DRAM\u4ea7\u4e1a\u89c4\u5212\u751f\u4ea7HBM TSV\uff08TSV\u662f\u4e00\u9879\u5b9e\u73b0\u82af\u7247\u5185\u90e8\u4e92\u8054\u7684\u6280\u672f\uff09\u7684\u4ea7\u80fd\uff0c\u5360DRAM\u603b\u4ea7\u80fd\u7684\u7ea614%\u3002\u9884\u4f302023\u5e74\uff0cHBM\u4ea7\u503c\u5360\u6bd4\u5728DRAM\u6574\u4f53\u4ea7\u4e1a\u4e2d\u5360\u6bd4\u7ea68.4%\uff0c\u81f32024\u5e74\u5e95\u5c06\u6269\u5927\u81f320.1%\u3002<\/p>\n\n\n\n
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