2023\u5e7412\u670818\u65e5\uff0c\u5f97\u670b\u7535\u5b50\uff08DEPEND\uff09\u4e3a\u60a8\u64ad\u62a5\u534a\u5bfc\u4f53\u5e02\u573a\u201c\u4e00\u5468\u82af\u95fb\u201d\u3002\u5185\u5b58\u5e93\u5b58\u5df2\u6062\u590d\u6b63\u5e38\u6c34\u5e73\uff0c\u660e\u5e74\u5e02\u573a\u9700\u6c42\u65fa\uff1b\u4e2d\u56fd\u624b\u673a\u5e02\u573a\u590d\u82cf\u5229\u597d\u79fb\u52a8\u5185\u5b58\u82af\u7247\uff1b\u5fae\u8f6f\u51cfH100\u8ba2\u5355\u81f38\u4e07\u53f0\uff0c\u6539\u5355\u62ffB100......<\/p>
<\/p>
01. \u5185\u5b58\u5e93\u5b58\u5df2\u6062\u590d\u6b63\u5e38\u6c34\u5e73\uff0c\u660e\u5e74\u5e02\u573a\u9700\u6c42\u65fa<\/strong><\/p> <\/p> \u7f8e\u56fd\u6469\u6839\u58eb\u4e39\u5229\u51fa\u5177\u6700\u65b0\u62a5\u544a\u6307\u51fa\uff0c\u672a\u6765\u5c06\u662f\u5185\u5b58\u4ea7\u4e1a\u5468\u671f\u6027\u6210\u957f\u52a0\u901f\u3001\u9700\u6c42\u80fd\u89c1\u5ea6\u63d0\u9ad8\u7684\u65f6\u671f\uff0c\u5e76\u5c06\u660e\u5e74\u7b2c\u4e00\u5b63DRAM\u548cNAND\u5b63\u5ea6\u5b9a\u4ef7\u4e0a\u8c0320%\u3002<\/p> <\/p> \u5927\u6469\u6307\u51fa\uff0c\u8fdb\u5165\u660e\u5e74\u7b2c\u4e00\u5b63\u65f6\uff0c\u4e2d\u56fd\u667a\u80fd\u624b\u673a\u539f\u59cb\u8bbe\u5907\u5236\u9020\u5546\u8ba2\u5355\u5927\u5e45\u589e\u52a0\uff0cPC\u539f\u59cb\u8bbe\u8ba1\/\u8bbe\u5907\u5236\u9020\u5546\u4e5f\u5728\u5efa\u7acb\u5e93\u5b58\uff0c\u52a0\u4e0a\u667a\u80fd\u624b\u673aOEM\u5382\u8fdb\u884c\u5e93\u5b58\u56de\u8865\uff0c\u5bfc\u81f4\u5185\u5b58\u4ef7\u683c\u4e0a\u6da8\uff0c\u76ee\u524d\u5e93\u5b58\u4ec5\u6062\u590d\u5230\u6b63\u5e38\u6c34\u51c6\uff0cDRAM\u7ea64-6\u5468\u3001NAND\u7ea66-7\u5468\u3002<\/p> <\/p> \u6b64\u5916\uff0c\u5185\u5b58\u5382\u5546\u79ef\u6781\u51cf\u4ea7\uff0c\u4f7f\u4ea7\u91cf\u4ecd\u8fdc\u4f4e\u4e8e\u9700\u6c42\uff0c\u9700\u6c42\u73af\u5883\u6539\u5584\u4e5f\u8ba92024\u5e74\u5b9a\u4ef7\u524d\u666f\u66f4\u52a0\u660e\u6717\u3002\u5927\u6469\u8ba4\u4e3a\uff0c\u867d\u7136AI\u5e94\u7528\u5927\u90e8\u5206\u9700\u6c42\u90fd\u96c6\u4e2d\u5728\u4e91\u7aef\uff0c\u4f46\u4ece2024\u5e74\u5f00\u59cb\uff0c\u8fb9\u7f18\u9700\u6c42\u5c06\u53d8\u5f97\u8d8a\u6765\u8d8a\u666e\u904d\uff0c\u589e\u52a0\u53ef\u80fd\u7684AI\u6f5c\u5728\u5e02\u573a\u3002<\/p> <\/p> \u6574\u4f53\u6765\u8bf4\uff0c\u5185\u5b58\u5468\u671f\u5df2\u4ece\u4eca\u5e74\u7b2c\u4e00\u5b63\u7684\u4f4e\u70b9\u56de\u5347\uff0c\u5e76\u4e3a2024\u5e74\u505a\u597d\u51c6\u5907\uff0c\u5927\u6469\u8ba4\u4e3a\u8981\u6ce8\u610f2024\u5e74\u4e0b\u534a\u5e74\uff0c\u5185\u5b58\u5468\u671f\u6700\u7ec8\u8fbe\u5230\u540c\u671f\u9ad8\u5cf0\uff0c\u5c06\u662f\u5356\u51fa\u65f6\u673a\u3002<\/p> <\/p> \u81f3\u4e8eNor Flash\u4ea7\u4e1a\uff0c2022\u30012023\u5e74\u662f\u4f9b\u8fc7\u4e8e\u6c42\uff0c\u800c\u660e\u5e74\u5c06\u662f\u4f9b\u7ed9\u4e0d\u8db32%\uff0c\u9884\u671f\u660e\u5e74\u4ef7\u683c\u51fa\u73b0\u6da8\u4ef7\u529b\u9053\u3002<\/p> <\/p> 02. \u4e2d\u56fd\u624b\u673a\u5e02\u573a\u590d\u82cf\u5229\u597d\u79fb\u52a8\u5185\u5b58\u82af\u7247<\/strong><\/p> <\/p> TrendForce\u6700\u65b0\u62a5\u544a\u663e\u793a\uff0c\u9884\u8ba12024\u5e74\u7b2c\u4e00\u5b63DRAM\u548cNAND\u4ef7\u683c\u8f832023\u5e74\u7b2c\u56db\u5b63\u4e0a\u6da818%~23%\u3002<\/p> <\/p> IDC\u62a5\u544a\u6307\u51fa\uff0c\u4e2d\u56fd\u624b\u673a\u5e02\u573a\u5f00\u59cb\u590d\u82cf\uff0c\u4f7f\u624b\u673a\u5236\u9020\u5546\u4f4e\u6c34\u4f4d\u5e93\u5b58\u8981\u6062\u590d\u5b89\u5168\u6c34\u4f4d\uff0c\u6545\u4e0b\u5355\u66f4\u591a\u96f6\u7ec4\u4ef6\uff0c\u4f7f\u5185\u5b58\u4ef7\u683c\u7b2c\u56db\u5b63\u660e\u663e\u53cd\u5f39\uff0c2024\u4e0a\u534a\u5e74\u6709\u66f4\u5927\u4e0a\u6da8\u673a\u4f1a\u3002<\/p> <\/p> TrendForce\u9884\u4f30\uff0c\u667a\u80fd\u624b\u673a\u5382\u5546\u79fb\u52a8DRAM\u5e93\u5b58\u4e3a4~6\u5468\uff0c\u4e14NAND\uff08eMMC\u3001UFS\uff09\u5e93\u5b586~7\u5468\uff0cTrendForce\u4e0a\u8c032024\u5e74\u7b2c\u4e00\u5b63\u79fb\u52a8DRAM\u548cNAND\u5355\u5b63\u4e0a\u6da8\u5e45\u5ea6\u8fbe18%~23%\uff0c\u8f83\u4e4b\u524d\u4ef7\u683c\u5927\u5e45\u4e0a\u6da8\u3002<\/p> <\/p> 03. 2024\u5e74\u4e2d\u56fd\u667a\u80fd\u624b\u673a\u51fa\u8d27\u5c06\u540c\u6bd4\u589e\u957f3.6%<\/strong><\/p> <\/p> IDC\u6700\u65b0\u62a5\u544a\u663e\u793a\uff0c\u4f11\u95f2\u5a31\u4e50\u3001\u667a\u80fd\u51fa\u884c\u7b49\u4f7f\u7528\u573a\u666f\u7684\u6062\u590d\u4f7f\u5f97\u6d88\u8d39\u8005\u5bf9\u4e8e\u667a\u80fd\u624b\u673a\u7684\u9700\u6c42\u589e\u52a0\uff1b\u6d88\u8d39\u8005\u5bf9\u4e8e\u5927\u5b58\u50a8\u7ec4\u5408\u9700\u6c42\u7684\u589e\u957f\u4e5f\u63a8\u52a8\u4e86\u65b0\u4e00\u8f6e\u6362\u673a\u5468\u671f\u7684\u5f00\u59cb\u3002IDC\u9884\u8ba1\uff0c2024\u5e74\u4e2d\u56fd\u5185\u5730\u667a\u80fd\u624b\u673a\u5e02\u573a\u51fa\u8d27\u91cf\u5c06\u8fbe\u52302.87\u4ebf\u53f0\uff0c\u540c\u6bd4\u589e\u957f3.6%\uff0c\u5b9e\u73b02021\u5e74\u4ee5\u6765\u9996\u6b21\u540c\u6bd4\u589e\u957f\u3002<\/p> <\/p> \u81f3\u4e8e\u6d88\u8d39\u8005\u6700\u4e3a\u5173\u6ce8\u7684\u4ef7\u683c\uff0cIDC\u8ba4\u4e3a\uff0c\u867d\u7136\u81ea\u4eca\u5e74\u4e0b\u534a\u5e74\u8d77\uff0c\u4e0a\u6e38\u4f9b\u5e94\u7aef\u4ef7\u683c\u666e\u904d\u56de\u8c03\uff0c\u4f46\u9762\u5bf9\u7ade\u4e89\u6fc0\u70c8\u7684\u5e02\u573a\u683c\u5c40\uff0c\u5927\u591a\u6570\u5382\u5546\u4e0d\u4f1a\u76f2\u76ee\u6da8\u4ef7\uff0c\u4f1a\u9009\u62e9\u66f4\u5408\u9002\u7684\u6210\u672c\u65b9\u6848\uff0c\u63d0\u5347\u6d88\u8d39\u8005\u4f7f\u7528\u4f53\u9a8c\u7684\u540c\u65f6\u4fdd\u6301\u9500\u552e\u4ef7\u683c\u4e0d\u53d8\u3002\u9884\u8ba12024\u5e74\u4e2d\u56fd\u5185\u5730\u667a\u80fd\u624b\u673a\u5e02\u573a\u7684\u9ad8\u7aef\u5e02\u573a\uff08\u552e\u4ef7\u9ad8\u4e8e600\u7f8e\u5143\uff09\u4efd\u989d\u540c\u6bd4\u589e\u957f0.5%\uff1b\u9884\u8ba1\u4f4e\u7aef\u5e02\u573a\uff08100\u7f8e\u5143\u81f3200\u7f8e\u5143\uff09\u4efd\u989d\u5c06\u589e\u957f1.4%\u3002<\/p> <\/p> \u7ec6\u5206\u673a\u578b\u65b9\u9762\uff0cIDC\u8ba4\u4e3a\uff0c2024\u5e74\u6298\u53e0\u5c4f\u624b\u673a\u5e02\u573a\u5c06\u4fdd\u6301\u5feb\u901f\u589e\u957f\u52bf\u5934\u3002\u9884\u8ba12024\u5e74\u4e2d\u56fd\u5185\u5730\u6298\u53e0\u5c4f\u624b\u673a\u5e02\u573a\u51fa\u8d27\u91cf\u5c06\u63a5\u8fd11000\u4e07\u53f0\uff0c\u540c\u6bd4\u589e\u957f53.2%\uff0c2027\u5e74\u590d\u5408\u589e\u957f\u7387\u5c06\u8fbe\u523037.5%\u3002<\/p> <\/p> 04. AMD\u53d1\u5e03\u8d85\u7ea7AI\u82af\u7247:MI300X<\/strong><\/p> <\/p> \u8d85\u5a01\uff08AMD\uff09\u5982\u4eca\u6b63\u5728\u5c06\u65b0\u4eba\u5de5\u667a\u80fd\uff08AI\uff09\u82af\u7247\u4ea7\u54c1\u63a8\u5411\u5e02\u573a\uff0c\u62a2\u653b\u76ee\u524d\u7531NVIDIA\u4e3b\u5bfc\u7684\u5168\u7403AI\u82af\u7247\u5e02\u573a\u9886\u5bfc\u5730\u4f4d\u300212\u67087\u65e5\uff0cAMD\u9996\u5e2d\u6267\u884c\u5b98\u82cf\u59ff\u4e30\u8868\u793a\uff0cAMD\u9488\u5bf9\u751f\u6210\u5f0f\u4eba\u5de5\u667a\u80fd\uff08AIGC\uff09\u8bbe\u8ba1\u7684MI300X\u82af\u7247\u662f\u201c\u4e1a\u754c\u6700\u5148\u8fdb\u7684\u4eba\u5de5\u667a\u80fd\u52a0\u901f\u5668\u201d\uff0c\u5e76\u58f0\u79f0\u5176\u6027\u80fd\u4f18\u4e8e\u82f1\u4f1f\u8fbeH100\u578bAI\u82af\u7247\u3002<\/p> <\/p> \u5728\u8fd9\u573a\u540d\u4e3a\u201cAdvancing AI\u201d\u7684\u7279\u522b\u6d3b\u52a8\u4e2d\uff0cAMD\u9996\u5e2d\u6267\u884c\u5b98\u82cf\u59ff\u4e30\u63a8\u51fa\u4e24\u6b3eMI300\u7cfb\u5217AI\u6570\u636e\u4e2d\u5fc3\u82af\u7247\uff1a\u4e00\u6b3e\u4e13\u6ce8\u4e8e\u751f\u6210\u5f0fAI\u5e94\u7528\uff0c\u578b\u53f7\u4e3aMI300X\uff1b\u53e6\u4e00\u6b3e\u540d\u4e3aMI300A\uff0c\u5c06\u56fe\u5f62\u5904\u7406\u529f\u80fd\u4e0eCPU\u76f8\u7ed3\u5408\uff0c\u4e3b\u8981\u9762\u5411\u8d85\u7ea7\u8ba1\u7b97\u673a\u3002<\/p> <\/p> \u82cf\u59ff\u4e30\u5728\u6f14\u8bb2\u4e2d\u76f4\u63a5\u5c06Instinct MI300X GPU\u4e0e\u82f1\u4f1f\u8fbeH100 GPU\u8fdb\u884c\u6027\u80fd\u5bf9\u6bd4\uff0c\u5e76\u8868\u793a\u5728\u8bad\u7ec3\u6027\u80fd\u65b9\u9762\uff0cMI300X\u4e0e\u7ade\u4e89\u5bf9\u624b\uff08H100\uff09\u4e0d\u76f8\u4e0a\u4e0b\u3002\u540c\u65f6AMD\u7684\u4ea7\u54c1\u5728\u63a8\u7406\u5de5\u4f5c\u8d1f\u8f7d\u65b9\u9762\u8868\u73b0\u66f4\u4e3a\u51fa\u8272\u3002<\/p> <\/p> 05. \u7f8e\u5149\u63a8\u9ad8\u6548\u80fd\u7528\u6237\u7aefSSD<\/strong><\/p> <\/p> 12\u670814\u65e5\uff0c\u7f8e\u5149\u79d1\u6280\uff08Micron\uff09\u5ba3\u5e03\uff0c\u91c7\u7528232\u5c42NAND\u7684\u5168\u65b0\u7f8e\u51493500 NVMe SSD\u6b63\u5f0f\u51fa\u8d27\u3002<\/p> <\/p> \u6b64\u6b3eSSD\u53ef\u9a71\u52a8\u5546\u4e1a\u5e94\u7528\u3001\u79d1\u5b66\u8fd0\u7b97\u3001\u65b0\u6b3e\u6e38\u620f\u548c\u5185\u5bb9\u521b\u4f5c\u7b49\u4e25\u82db\u5de5\u4f5c\u8d1f\u8f7d\u9700\u6c42\u7684\u5e94\u7528\uff0c\u7a81\u7834\u5f53\u524dSSD\u7684\u6781\u9650\u3002\u7f8e\u5149\u6307\u51fa3500 SSD\u91c7\u7528M.2\u89c4\u683c\uff0c\u63d0\u4f9b\u9ad8\u8fbe2TB\u5bb9\u91cf\uff0c\u5176\u51ed\u501f\u5728\u540c\u7c7b\u4ea7\u54c1\u4e2d\u6700\u4f73\u7684SPECwpcsm\u6548\u80fd\uff0c\u5305\u62ec\u4e3a\u4ea7\u54c1\u7814\u53d1\u5e94\u7528\u63d0\u5347\u9ad8\u8fbe71%\u7684\u6548\u80fd\uff0c\u63d0\u4f9b\u4f18\u4e8e\u7ade\u54c1\u7684\u4f7f\u7528\u8005\u4f53\u9a8c\u3002<\/p> <\/p> \u7f8e\u5149\u526f\u603b\u88c1\u517c\u7528\u6237\u7aef\u50a8\u5b58\u4e8b\u4e1a\u90e8\u603b\u7ecf\u7406Prasad Alluri\u8868\u793a\uff0c\u7f8e\u5149\u4e13\u6ce8\u63d0\u4f9b\u5353\u8d8a\u6548\u80fd\u7684\u4ea7\u54c1\uff0c\u4ee5\u66f4\u597d\u6ee1\u8db3\u7ec8\u7aef\u7528\u6237\u5bf9\u6548\u80fd\u7684\u4e25\u82db\u9700\u6c42\uff1b3500 SSD\u4ee4\u4eba\u60ca\u8273\u7684\u89c4\u683c\u5305\u62ec\u5728\u79d1\u5b66\u8fd0\u7b97\u57fa\u51c6\u6d4b\u8bd5\u4e0a\u5206\u6570\u5927\u5e45\u63d0\u5347\u4e86132%\uff0c3500 SSD\u5c06\u5f3a\u5316\u7ec8\u7aef\u7528\u6237\u7684\u4e0b\u4e00\u53f0\u4e2a\u4eba\u7535\u8111\u6216\u5de5\u4f5c\u7ad9\uff0c\u5e2e\u52a9\u63d0\u4f9b\u66f4\u4f73\u7684\u6d1e\u5bdf\u529b\u5e76\u8d4b\u4e88\u66f4\u591a\u7684\u521b\u9020\u529b\u3002<\/p> <\/p> \u7f8e\u5149\u79d1\u6280\u6307\u51fa\uff0c\u50a8\u5b58\u88c5\u7f6e\u5bf9\u4e8e\u6e38\u620f\u3001\u5185\u5bb9\u521b\u4f5c\u548c\u65b0\u5174\u7528\u6237\u7aefAI\u4f53\u9a8c\u6765\u8bf4\u610f\u4e49\u91cd\u5927\u3002\u968f\u7740\u6e38\u620f\u7ed8\u56fe\u53d8\u5f97\u66f4\u4e30\u5bcc\u3001\u6240\u9700\u5bb9\u91cf\u8d8a\u6765\u8d8a\u5927\uff0c\u5bfc\u81f4\u8f7d\u5165\u65f6\u95f4\u4e5f\u8d8a\u6765\u8d8a\u957f\uff0c\u7528\u6237\u7aefAI\u5e94\u7528\u4e9f\u9700\u5feb\u901f\u8d44\u6599\u5b58\u53d6\u4ee5\u63d0\u5347\u4f7f\u7528\u8005\u7684\u6e38\u620f\u4f53\u9a8c\uff0c\u800c\u7f8e\u51493500 SSD\u5219\u53ef\u76f4\u63a5\u56e0\u5e94\u8fd9\u4e9b\u6311\u6218\u3002<\/p> <\/p> 06. \u82f1\u7279\u5c14\u53d1\u5e03\u65b0\u6b3eAI\u82af\u7247<\/strong><\/p> <\/p> 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