{"id":2479,"date":"2024-07-01T10:02:25","date_gmt":"2024-07-01T02:02:25","guid":{"rendered":"https:\/\/depend-ele.com\/?p=2479"},"modified":"2024-07-01T10:02:28","modified_gmt":"2024-07-01T02:02:28","slug":"%e4%b8%80%e5%91%a8%e8%8a%af%e9%97%bb%e4%b8%a8%e4%b8%89%e6%98%9fq3%e8%80%83%e8%99%91%e6%9c%8d%e5%8a%a1%e5%99%a8%e5%86%85%e5%ad%98%e6%8f%90%e4%bb%b7%ef%bc%9b%e6%96%b0%e5%8d%8e%e4%b8%89","status":"publish","type":"post","link":"https:\/\/depend-ele.com\/zh\/%e4%b8%80%e5%91%a8%e8%8a%af%e9%97%bb%e4%b8%a8%e4%b8%89%e6%98%9fq3%e8%80%83%e8%99%91%e6%9c%8d%e5%8a%a1%e5%99%a8%e5%86%85%e5%ad%98%e6%8f%90%e4%bb%b7%ef%bc%9b%e6%96%b0%e5%8d%8e%e4%b8%89\/","title":{"rendered":"\u4e00\u5468\u201c\u82af\u95fb\u201d\u4e28\u4e09\u661fQ3\u8003\u8651\u670d\u52a1\u5668\u5185\u5b58\u63d0\u4ef7\uff1b\u65b0\u534e\u4e09\u3001\u9e3f\u6d77\u5408\u4f5c\u62d3\u5c55\u4e91\u8ba1\u7b97\uff1b\u7f8e\u8d85\u5fae\u643a\u4e3d\u53f0\u5f00\u53d1AI\u670d\u52a1\u5668\u2026"},"content":{"rendered":"\n
2024\u5e7407\u670801\u65e5\uff0c\u5f97\u670b\u7535\u5b50\uff08DEPEND\uff09\u4e3a\u60a8\u64ad\u62a5\u534a\u5bfc\u4f53\u5e02\u573a\u201c\u4e00\u5468\u82af\u95fb\u201d\u3002\u4e09\u661fQ3\u670d\u52a1\u5668\u5185\u5b58\u6da8\u4ef715%~20%\uff1b\u97e9\u56fd6\u67081-20\u65e5\u534a\u5bfc\u4f53\u51fa\u53e3\u98d9\u534750.2%\uff1b\u65b0\u534e\u4e09\u643a\u624b\u9e3f\u6d77\u62d3\u5c55\u4e91\u8ba1\u7b97\u5e02\u573a\uff1b\u7f8e\u8d85\u5fae\u643a\u4e3d\u53f0\u5f00\u53d1AI\u670d\u52a1\u5668\uff0c9\u6708\u53d1\u8d27\uff1b\u8bfa\u57fa\u4e9a\u5e76\u8d2d\u5149\u901a\u8baf\u8bbe\u5907\u5236\u9020\u5546Infinera\u2026\u2026<\/p>\n\n\n\n
1.\u4e09\u661fQ3\u670d\u52a1\u5668\u5185\u5b58\u6da8\u4ef715%~20%<\/strong><\/p>\n\n\n\n 6\u670827\u65e5\u6d88\u606f\uff0c\u4e09\u661f\u8fd1\u671f\u544a\u77e5\u6234\u5c14\u79d1\u6280\u3001\u6167\u4e0eHPE\u7b49\u4e3b\u8981\u5ba2\u6237\u6da8\u4ef7\uff0c\u7b2c\u4e09\u5b63\u4e3b\u8981\u5b58\u50a8\u82af\u7247\u3001\u670d\u52a1\u5668DRAM\u548c\u4f01\u4e1a\u7ea7NAND Flash\u62a5\u4ef7\u63d0\u9ad815%~20%\uff0c\u4e09\u661f\u7b2c\u4e8c\u5b63\u6da8\u4ef7\u4f01\u4e1a\u7ea7NAND Flash\u8d85\u8fc720%\u3002<\/p>\n\n\n\n \u6da8\u4ef7\u8ba1\u5212\u662f\u4e09\u661f\u8d1f\u8d23\u534a\u5bfc\u4f53\u4e1a\u52a1\u7684\u8bbe\u5907\u89e3\u51b3\u65b9\u6848\u90e8\u95e8\uff08DS\uff09\u65e5\u524d\u5728\u4eac\u757f\u9053\u534e\u57ce\u5de5\u5382\u53ec\u5f00\u5168\u7403\u6218\u7565\u4f1a\u8bae\u65f6\u8bf4\u660e\u3002\u8d44\u6599\u663e\u793a\uff0c2024\u5e74\u7b2c\u4e00\u5b63\u5168\u7403\u4f01\u4e1a\u7ea7NAND Flash\u9500\u552e\u989d\u8fbe37.58\u4ebf\u7f8e\u5143\uff0c\u8f83\u524d\u4e00\u5b63\u6210\u957f62.9%\u3002\u4e0d\u65ad\u6210\u957f\u7684AI\u9700\u6c42\uff0c\u5bfc\u81f4\u90e8\u5206\u4ea7\u54c1\u5e93\u5b58\u77ed\u7f3a\uff0c\u5ba2\u6237\u4e5f\u8d8a\u6765\u8d8a\u613f\u610f\u63d0\u524d\u4e0b\u5355\u3002<\/p>\n\n\n\n \u6709\u4ee3\u8868\u6027\u7684\u670d\u52a1\u5668DDR4\u9897\u7c92\uff0c\u6700\u521d\u7b2c\u4e8c\u5b63140\u7f8e\u5143\u5c0f\u5e45\u4e0a\u6da8\u81f3\u7b2c\u4e09\u5b63144\u7f8e\u5143\uff0c\u73b0\u5728\u4ea4\u6613\u4ef7\u683c\u53ef\u80fd\u8fbe160\u7f8e\u5143\u4e0a\u3002\u97e9\u56fd\u5e02\u573a\u4eba\u58eb\u8bf4\u6cd5\uff0c\u5ba2\u6237\u6b63\u5e38\u53ea\u8981\u63d0\u524d\u7ed9\u4e0b\u5b63\u9700\u6c42\uff0c\u73b0\u5728\u5374\u544a\u8bc9\u82af\u7247\u5546\u5168\u5e74\u8ba1\u5212\u3002\u76ee\u524d\u662f\u4f9b\u5e94\u5546\u4e3b\u5bfc\u5e02\u573a\uff0c\u6700\u7ec8\u6da8\u5e45\u53ef\u80fd\u9ad8\u4e8e15%\u3002<\/p>\n\n\n\n 2.\u97e9\u56fd6\u67081-20\u65e5\u534a\u5bfc\u4f53\u51fa\u53e3\u98d9\u534750.2%<\/strong><\/p>\n\n\n\n \u97e9\u56fd\u6d77\u5173\u521d\u6b65\u6838\u5b9e\u6570\u636e\u663e\u793a\uff0c\u97e9\u56fd6\u6708\u524d20\u5929\u51fa\u53e3\u989d\u4e3a357.51\u4ebf\u7f8e\u5143\uff0c\u540c\u6bd4\u589e\u52a08.5%\u3002<\/p>\n\n\n\n \u4ece\u51fa\u53e3\u4ea7\u54c1\u7c7b\u522b\u6765\u770b\uff0c\u534a\u5bfc\u4f53\u51fa\u53e3\u989d\u540c\u6bd4\u589e\u957f50.2%\u3002\u4ee5\u5355\u6708\u4e3a\u51c6\uff0c\u534a\u5bfc\u4f53\u51fa\u53e3\u989d\u81ea\u53bb\u5e7411\u6708\u4ee5\u6765\u6301\u7eed\u5b9e\u73b0\u4e24\u4f4d\u6570\u589e\u957f\u3002\u77f3\u6cb9\u5236\u54c1\uff086%\uff09\u3001\u65e0\u7ebf\u901a\u4fe1\u8bbe\u5907\uff0810%\uff09\u51fa\u53e3\u589e\u52a0\u3002\u76f8\u53cd\uff0c\u4e58\u7528\u8f66\uff08-0.4%\uff09\u3001\u94a2\u94c1\u5236\u54c1\uff08-4.3%\uff09\u3001\u9020\u8239\uff08-40.3%\uff09\u7b49\u4ea7\u54c1\u51fa\u53e3\u51fa\u73b0\u4e0b\u6ed1\u3002<\/p>\n\n\n\n \u5206\u5730\u533a\u770b\uff0c\u5bf9\u7f8e\u56fd(23.5%\uff09\u3001\u4e2d\u56fd\uff085.6%\uff09\u3001\u8d8a\u5357\uff0830.7%)\u51fa\u53e3\u589e\u957f\u3002\u5bf9\u7f8e\u51fa\u53e3\u989d\u4e3a71.34\u4ebf\u7f8e\u5143\uff0c\u8d85\u8fc7\u5bf9\u534e\u51fa\u53e3\u989d\uff0870.34\u4ebf\u7f8e\u5143\uff09\u3002\u5bf9\u6b27\u76df\u51fa\u53e3\u51cf\u5c117.3%\u3002<\/p>\n\n\n\n 3.NAND\u95ea\u5b58\u5de8\u5934Kioxia 10\u6708\u5e95IPO<\/strong><\/p>\n\n\n\n 6\u670827\u65e5\u6d88\u606f\uff0c\u968f\u7740\u534a\u5bfc\u4f53\u884c\u60c5\u6e10\u597d\u53ca\u4e1a\u7ee9\u6539\u5584\uff0c\u94e0\u4fa0\uff08Kioxia\uff09\u6b63\u51c6\u5907\u5c3d\u5feb\u63d0\u4ea4\u521d\u6b65\u7533\u8bf7\uff0c\u9884\u8ba18\u6708\u5e95\u524d\u6b63\u5f0f\u5411\u4e1c\u4eac\u8bc1\u5238\u4ea4\u6613\u6240\u63d0\u4ea4\u7533\u8bf7\uff0c\u76ee\u680710\u6708\u5e95\u9996\u6b21\u516c\u5f00\u53d1\u884c\uff08IPO\uff09\u3002<\/p>\n\n\n\n \u4e3a\u4e86\u8d76\u5728\u8ba1\u5212\u671f\u9650\u524d\u5b8c\u6210\u4e0a\u5e02\uff0c\u94e0\u4fa0\u7684\u7b79\u5907\u5de5\u4f5c\u5728\u6bd4\u4ee5\u5f80\u4efb\u4f55\u65f6\u5019\u90fd\u8981\u5feb\u7684\u901f\u5ea6\u8fdb\u884c\u3002\u6b64\u756a\u4e0a\u5e02\u52a8\u4f5c\u4e0d\u4ec5\u53cd\u6620\u51fa\u5e02\u573a\u590d\u82cf\u8ff9\u8c61\uff0c\u8fd8\u4f53\u73b0\u4e86\u5927\u80a1\u4e1c\u8d1d\u6069\u8d44\u672c\u610f\u6b32\u501f\u6b64\u673a\u4f1a\u51cf\u6301\u80a1\u4efd\u3001\u56de\u6536\u8d44\u91d1\u7684\u7b56\u7565\u3002<\/p>\n\n\n\n 4.\u65b0\u534e\u4e09\u643a\u624b\u9e3f\u6d77\u62d3\u5c55\u4e91\u8ba1\u7b97\u5e02\u573a<\/strong><\/p>\n\n\n\n \u7d2b\u5149\u65d7\u4e0b\u670d\u52a1\u5668\u5927\u5382\u65b0\u534e\u4e09\u8fd1\u671f\u5ba3\u5e03\uff0c2024\u5e749\u6708\u5c06\u643a\u624b\u9e3f\u6d77\u5408\u4f5c\u7b2c\u4e00\u4e2a\u6d77\u5916\u5de5\u5382\uff0c\u843d\u811a\u9a6c\u6765\u897f\u4e9a\u6295\u4ea7\uff0c\u65b0\u534e\u4e09\u672a\u67652~3\u5e74\u5185\u5f00\u8f9f\u7f8e\u56fd\u3001\u58a8\u897f\u54e5\u548c\u6b27\u6d32\u5e02\u573a\uff0c\u5e76\u7ed3\u5408\u53f0\u4f01\u5728\u7cbe\u5bc6\u5236\u9020\u4f18\u52bf\uff0c\u5171\u540c\u8fdb\u519b\u6d77\u5916\u5e02\u573a\u670d\u52a1\u4e1c\u5357\u4e9a\u548c\u6b27\u6d32\u5ba2\u6237\u7fa4\u3002<\/p>\n\n\n\n \u65b0\u534e\u4e09\u96c6\u56e2\u603b\u88c1\u517c\u6267\u884c\u957f\u4e8e\u82f1\u6d9b\u8fd1\u65e5\u57282024\u6d59\u6c5f-\u53f0\u6e7e\u5408\u4f5c\u5468\uff0c\u5728\u676d\u5dde\u5f00\u5e55\u4f1a\u4e0a\u4ee5\u201c\u65b0\u8d28\u751f\u4ea7\u529b\u4e0e\u6d59\u53f0\u878d\u5408\u53d1\u5c55\u201d\u4e3a\u9898\u6f14\u8bb2\u5e76\u4f5c\u51fa\u4e0a\u8ff0\u8868\u793a\uff0c\u91ca\u653e\u6b64\u4e00\u8baf\u606f\u4e0e\u53f0\u5382\u5408\u4f5c\u5584\u610f\u3002<\/p>\n\n\n\n 5.\u7f8e\u8d85\u5fae\u643a\u4e3d\u53f0\u5f00\u53d1AI\u670d\u52a1\u5668\uff0c9\u6708\u53d1\u8d27<\/strong><\/p>\n\n\n\n 6\u670826\u65e5\u6d88\u606f\uff0c\u7f8e\u8d85\u5fae\uff08Supermicro\uff09\u8ba4\u8d2d\u4e3d\u53f0\u79c1\u52df\u540e\u6210\u7b2c\u4e00\u5927\u80a1\u4e1c\uff0c\u4eca\u5e74\u53cc\u65b9\u5408\u4f5c\u5f00\u53d1\u6db2\u51b7AI\u5de5\u4f5c\u7ad9\u548cAI\u670d\u52a1\u5668\uff0c\u62a2\u5403\u5317\u7f8e\u4e0e\u4e2d\u56fd\u5927\u9646\u5546\u673a\uff0c\u76ee\u524d\u4ea7\u54c1\u5728\u9a8c\u8bc1\u4e2d\uff0c\u9884\u5b9a9\u6708\u5f00\u59cb\u51fa\u8d27\u3002<\/p>\n\n\n\n \u8463\u4e8b\u957f\u5362\u5d11\u5c71\u8868\u793a\uff0c\u8ddf\u7f8e\u8d85\u5fae\u5408\u4f5c\u5f00\u53d1\u7684\u6c34\u51b7AI\u5de5\u4f5c\u7ad9WinFast Mini AI\uff0c\u652f\u63012\u4e2a\u9ad8\u7aefNVIDIA RTX Ada Lovelace GPU\uff0c\u5c06\u6ee1\u8db3\u4e2d\u5c0f\u4f01\u4e1aAI\u9700\u6c42\uff0c\u53e6WS2050L 5U\u673a\u67b6\u5de5\u4f5c\u7ad9\u8ddf8U HGX AI server\u670d\u52a1\u5668\u90fd\u5df2\u57286\u6708\u53f0\u5317\u56fd\u9645\u7535\u8111\u5c55\u53d1\u5e03\uff0c\u5176\u652f\u6301\u6db2\u51b7\u76844U AI\u670d\u52a1\u5668GS4850T\uff0c\u76ee\u524d\u90fd\u5728\u9a8c\u8bc1\u6d41\u7a0b\u4e2d\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"2024\u5e7407\u670801\u65e5\uff0c\u5f97\u670b\u7535\u5b50\uff08DEPEND\uff09\u4e3a\u60a8\u64ad\u62a5\u534a\u5bfc\u4f53\u5e02\u573a\u201c\u4e00\u5468\u82af\u95fb\u201d\u3002\u4e09\u661fQ3\u670d\u52a1\u5668\u5185\u5b58\u6da8\u4ef715%~20%\uff1b\u97e9\u56fd6\u67081-20\u65e5\u534a\u5bfc\u4f53\u51fa\u53e3\u98d9\u534750.2%\uff1b\u65b0\u534e\u4e09\u643a\u624b\u9e3f\u6d77\u62d3\u5c55\u4e91\u8ba1\u7b97\u5e02\u573a\uff1b\u7f8e\u8d85\u5fae\u643a\u4e3d\u53f0\u5f00\u53d1AI\u670d\u52a1\u5668\uff0c9\u6708\u53d1\u8d27\uff1b\u8bfa\u57fa\u4e9a\u5e76\u8d2d\u5149\u901a\u8baf\u8bbe\u5907\u5236\u9020\u5546Infinera......","protected":false},"author":4,"featured_media":2480,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"inline_featured_image":false,"footnotes":""},"categories":[7],"tags":[376,378,366],"class_list":["post-2479","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-news","tag-376","tag-378","tag-366"],"yoast_head":"\n<\/ol>\n\n\n\n
<\/ol>\n\n\n\n
<\/ol>\n\n\n\n
<\/ol>\n\n\n\n
<\/ol>\n\n\n\n