{"id":2258,"date":"2023-11-01T09:49:00","date_gmt":"2023-11-01T01:49:00","guid":{"rendered":"https:\/\/depend-ele.com\/?p=2258"},"modified":"2024-04-12T09:50:46","modified_gmt":"2024-04-12T01:50:46","slug":"dram%e4%b9%8bhbm%e7%af%87","status":"publish","type":"post","link":"https:\/\/depend-ele.com\/zh\/dram%e4%b9%8bhbm%e7%af%87\/","title":{"rendered":"DRAM\u4e4bHBM\u7bc7"},"content":{"rendered":"\n
\u4e00\u3001HBM\u4ea7\u4e1a\u6982\u8ff0<\/mark><\/strong><\/p>\n\n\n\n \u4e00\u573aAI\u5f15\u53d1\u7684\u7b97\u529b\u9769\u547d\uff0c\u8ba9\u539f\u672cGDDR5\u7684\u5e26\u5bbd\u65e0\u6cd5\u6ee1\u8db3AI\u8ba1\u7b97\u7684\u9700\u6c42\uff0c\u963b\u788d\u4e86GPU\u7684\u6027\u80fd\u589e\u957f\u3002\u5728\u82af\u7247\u8bbe\u8ba1\u4e2d\uff0c\u7f13\u5b58\u8981\u5360\u82af\u724760%\u5de6\u53f3\u7684\u9762\u79ef\uff0c\u5b58\u50a8\u7ed3\u6784\u548c\u5de5\u827a\u5236\u7ea6\u4e86GPU\u7684\u8fdb\u4e00\u6b65\u53d1\u5c55\uff0cHBM\u7684\u51fa\u73b0\u4f7fAI\u6df1\u5ea6\u5b66\u4e60\u5b8c\u5168\u653e\u5230\u82af\u7247\u4e0a\u6210\u4e3a\u53ef\u80fd\uff0c\u4ece\u800c\u89e3\u51b3\u4e86\u82af\u7247\u6027\u80fd\u63d0\u5347\u7684\u74f6\u9888\u3002<\/p>\n\n\n\n HBM\uff08 High Bandwidth Memory\uff09\u662f\u4e00\u79cd\u9ad8\u5e26\u5bbdDRAM\u5185\u5b58\u82af\u7247\uff0c\u91c7\u75283D\u5806\u53e0\u5de5\u827a\uff0c\u7531\u591a\u4e2aDRAM Die\u5782\u76f4\u5806\u53e0\uff0c\u5177\u5907\u9ad8\u5e26\u5bbd\u3001\u9ad8\u5bb9\u91cf\u3001\u9ad8\u4f20\u8f93\u53ca\u4f4e\u5ef6\u65f6\u3001\u4f4e\u529f\u8017\u7b49\u7279\u70b9<\/strong>\u3002\u5176\u88ab\u5e7f\u6cdb\u5e94\u7528\u4e8e\u9ad8\u6027\u80fd\u8ba1\u7b97\u3001\u6570\u636e\u4e2d\u5fc3\u3001\u4eba\u5de5\u667a\u80fd\u7b49\u9886\u57df\u3002<\/p>\n\n\n\n \u56fe\u88681\uff1aGDDR5\u4e0eHBM\u7ed3\u6784\u56fe\u533a\u522b<\/mark><\/strong><\/p>\n\n\n\n \u8d44\u6599\u6765\u6e90\uff1aAMD<\/p>\n\n\n\n \u56de\u770bHBM\u7684\u53d1\u5c55\uff0c\u8d44\u6599\u663e\u793a\uff0c\u8be5\u6280\u672f\u4ece2013\u5e74\u5f00\u59cb\u51fa\u73b0\u5728\u534a\u5bfc\u4f53\u5e02\u573a\uff0c\u4e14\u5df2\u7ecf\u6269\u5c55\u5230\u7b2c\u4e00\u4ee3\uff08HBM\uff09\u3001\u7b2c\u4e8c\u4ee3\uff08HBM2\uff09\u3001\u7b2c\u4e09\u4ee3\uff08HBM2E\uff09\u3001\u7b2c\u56db\u4ee3\uff08HBM3\uff09\uff0c\u76ee\u524d\u662f\u7b2c\u4e94\u4ee3\uff08HBM3E\uff09\u3002<\/strong><\/strong><\/p>\n\n\n\n \u56fe\u88682\uff1aHBM\u6280\u672f\u6027\u80fd\u53d1\u5c55<\/mark><\/strong><\/p>\n\n\n\n \u8d44\u6599\u6765\u6e90\uff1aWikipedia, SK Hynix, DEPEND\u6574\u7406<\/p>\n\n\n\n \u5728DRAM\u7ec6\u5206\u4ea7\u54c1\u4e2d\uff0cDDR\u5e94\u7528\u670d\u52a1\u5668\u548cPC\u7aef\uff1bGDDR\u5e94\u7528\u56fe\u50cf\u3001\u6570\u636e\u5bc6\u96c6\u578b\uff1bLPDDR\u5e94\u7528\u4e8e\u624b\u673a\u6d88\u8d39\u7535\u5b50\uff0cHBM\u5219\u5728\u8d85\u7ea7\u8ba1\u7b97\u673a\u3001\u4eba\u5de5\u667a\u80fd\u3001AI\u670d\u52a1\u5668\u7b49\u65b0\u578b\u9ad8\u7b97\u529b\u9886\u57df\u53d1\u529b\u3002<\/strong><\/p>\n\n\n\n \u56fe\u88683\uff1a\u5168\u7403DRAM\u4e0b\u6e38\u5e94\u7528\u5360\u6bd4\u53ca\u89c4\u683c\u60c5\u51b5<\/mark><\/strong><\/p>\n\n\n\n \u7531\u4e8eHBM\u9ad8\u95e8\u69db\uff0c\u76ee\u524d\u4ec5SK\u6d77\u529b\u58eb\u3001\u4e09\u661f\u548c\u7f8e\u5149\u7a33\u5b9a\u4f9b\u5e94\u30022022\u5e74\u4e09\u8005\u4efd\u989d\u5206\u522b\u4e3a50%\u300140%\u300110%\u3002\u5176\u4e2d\u6d77\u529b\u58eb\u5360\u636e\u5148\u53d1\u4f18\u52bf\uff0c\u66f4\u4e8e2023\u5e745\u6708\u7387\u5148\u63a8\u51fa\u4e86HBM3E\uff0c\u5ba3\u5e03\u5c06\u4e8e2023\u5e74\u4e0b\u534a\u5e74\u53d1\u5e03\u6837\u54c1\uff0c2024 \u5e74\u4e0a\u534a\u5e74\u6295\u5165\u751f\u4ea7\u3002<\/p>\n\n\n\n TrendForce\u7684\u6570\u636e\u663e\u793a\uff0c\u4e09\u661f\u548cSK\u6d77\u529b\u58eb\u9884\u8ba12023\u5e74\u5c06\u5206\u522b\u5360\u636eHBM46%\u548c49%\u7684\u5e02\u573a\u4efd\u989d\uff0c\u7f8e\u5149\u5c06\u57282023\u5e74\u5360\u636e\u5176\u4f59\u5e02\u573a\u4efd\u989d<\/strong>\u3002\u4e09\u661f\u9884\u8ba1\u4eca\u5e74\u5e74\u5e95\u6216\u660e\u5e74\u5e74\u521d\u6b63\u5f0f\u4f9b\u5e94HBM3\u3002<\/p>\n\n\n\n \u56fe\u88684\uff1a2023\u5e74\u5b58\u50a8\u539f\u5382HBM\u5e02\u5360\u4efd\u989d\u60c5\u51b5<\/mark><\/strong><\/p>\n\n\n\n \u4e8c\u3001HBM\u5e02\u573a\u6d1e\u5bdf<\/mark><\/strong><\/p>\n\n\n\n HBM\u76ee\u524d\u7ea6\u5360\u6574\u4e2aDRAM\u5e02\u573a\u76841.5%\u3002\u96c6\u90a6\u54a8\u8be2\u9884\u8ba12023\u5e74HBM\u9700\u6c42\u91cf\u5c06\u5e74\u589e58%\uff0c2024\u5e7430%\u3002Omdia\u5219\u9884\u8ba1\uff0c2025\u5e74HBM\u5e02\u573a\u603b\u6536\u5165\u53ef\u8fbe25\u4ebf\u7f8e\u5143<\/strong>\u3002<\/p>\n\n\n\n \u56fe\u88685\uff1a2022-2025\u5e74HBM\u5e02\u573a\u603b\u6536\u5165\u9884\u4f30<\/strong><\/p>\n\n\n\n \u8d44\u6599\u6765\u6e90\uff1aOmdia, DEPEND\u6574\u7406<\/p>\n\n\n\n \u4ece\u6210\u672c\u7aef\u6765\u770b\uff0cHBM\u7684\u5e73\u5747\u552e\u4ef7\u81f3\u5c11\u662fDRAM\u7684\u4e09\u500d<\/strong>\uff0c\u6b64\u524d\u53d7ChatGPT\u7684\u62c9\u52a8\u540c\u65f6\u53d7\u9650\u4ea7\u80fd\u4e0d\u8db3\uff0cHBM\u7684\u4ef7\u683c\u4e00\u8def\u4e0a\u6da8\uff0c\u4e0e\u6027\u80fd\u6700\u9ad8\u7684DRAM\u76f8\u6bd4HBM3\u7684\u4ef7\u683c\u4e0a\u6da8\u4e86\u4e94\u500d\u3002<\/p>\n\n\n\n \u51fa\u8d27\u80fd\u529b\u65b9\u9762\uff0c\u636eSK\u6d77\u529b\u58eb\u9884\u8ba1\uff0c2024\u5e74HBM\u548cDDR5\u7684\u9500\u552e\u989d\u6709\u671b\u7ffb\u756a<\/strong>\u3002NVIDIA\u7684HBM\u9700\u6c42\u9884\u8ba1\u5c06\u4ece2023\u5e74\u5927\u7ea61200\u4e07\u9897\u7ffb\u500d\u589e\u957f\u52302024\u5e742400\u4e07\u9897\u3002SK\u6d77\u529b\u58eb\u9884\u4f302023\u5e74HBM\u51fa\u8d27\u91cf50\u4e07\u9897\uff0c2024\u5e74HBM3\u548cHBM3E\u4ea7\u54c1\u4f9b\u5e94\u91cf\u90fd\u5728\u589e\u52a0\uff0c\u5e76\u5df2\u5b8c\u5168\u552e\u7f44\u3002\u4e09\u661f\u548cSK\u6d77\u529b\u58eb\u6b63\u51c6\u5907\u5c06HBM\u4ea7\u91cf\u63d0\u9ad8\u81f32.5\u500d\u3002<\/p>\n\n\n\n \u800c\u4e14\uff0c\u968f\u7740\u5927\u578b\u4e92\u8054\u7f51\u5ba2\u6237\u81ea\u7814AI\u82af\u7247\u9646\u7eed\u63a8\u51fa\uff0cHBM\u5ba2\u6237\u7fa4\u9884\u8ba1\u5c06\u5927\u5e45\u6269\u5bb9\u3002\u9664\u4e86NVIDIA\u4e4b\u5916\uff0cHBM\u7684\u6f5c\u5728\u5ba2\u6237\u6570\u91cf\u4e5f\u5728\u5feb\u901f\u589e\u52a0\uff0c\u5176\u4e2d\u5305\u62ecGoogle\u3001AWS\u548cMeta\u7b49\u6b63\u5728\u79ef\u6781\u81ea\u7814AI\u82af\u7247\u7684\u79d1\u6280\u5de8\u5934\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"AI+ HPC\u70ed\u6f6e\u4e0d\u51cf HBM\u8ba2\u5355\u9700\u6c42\u65fa","protected":false},"author":3,"featured_media":1492,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"inline_featured_image":false,"footnotes":""},"categories":[9],"tags":[236,322,323],"class_list":["post-2258","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-industry-trends-insights","tag-depend","tag-322","tag-323"],"yoast_head":"\n<\/figure>\n\n\n\n
<\/figure>\n\n\n\n
<\/figure>\n\n\n\n
<\/figure>\n\n\n\n
<\/figure>\n\n\n\n