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2024\u5e7412\u670816\u65e5\uff0c\u5f97\u670b\u7535\u5b50\uff08DEPEND\uff09\u4e0e\u60a8\u4e00\u540c\u56de\u987e\u534a\u5bfc\u4f53\u5e02\u573a\u201c\u4e00\u5468\u82af\u95fb\u201d\u3002\u5168\u7403\u534a\u5bfc\u4f53\u5e02\u573a\u9500\u552e\u989d\u521b\u65b0\u9ad8\uff0cDRAM\u4ef7\u683c\u66b4\u8dcc\u52a0\u5267\u5e02\u573a\u7ade\u4e89\uff0c\u82f9\u679c\u4e0e\u535a\u901a\u5408\u4f5c\u63a8\u52a8AI\u82af\u7247\u53d1\u5c55\uff0c\u91cf\u5b50\u8ba1\u7b97\u9886\u57df\u8c37\u6b4cWillow\u82af\u7247\u5b9e\u73b0\u7a81\u7834\uff0c\u9999\u6e2f\u8d85\u7b97\u4e2d\u5fc3\u542f\u7528\uff0c\u5341\u5927\u4ee3\u5de5\u5382\u9500\u552e\u989d\u518d\u521b\u65b0\u9ad8\u3002<\/p>\n\n\n\n

1.\u00a0\u00a0SIA\uff1a2024\u5e7410\u6708\u5168\u7403\u534a\u5bfc\u4f53\u9500\u552e\u989d\u521b\u65b0\u9ad8<\/strong><\/strong><\/strong><\/h2>\n\n\n\n

\u534a\u5bfc\u4f53\u884c\u4e1a\u534f\u4f1a\uff08SIA\uff09\u516c\u5e03\uff0c2024\u5e7410\u6708\u5168\u7403\u534a\u5bfc\u4f53\u9500\u552e\u989d\u8fbe569\u4ebf\u7f8e\u5143\uff0c\u540c\u6bd42023\u5e7410\u6708\u589e\u957f22.1%\uff0c\u8f832020\u5e7410\u6708\u589e\u957f2.8%\u3002\u4e16\u754c\u534a\u5bfc\u4f53\u8d38\u6613\u7edf\u8ba1\uff08WSTS\uff09\u66f4\u65b0\u9884\u6d4b\uff0c2024\u5e74\u5168\u7403\u534a\u5bfc\u4f53\u9500\u552e\u989d\u5c06\u540c\u6bd4\u589e\u957f19.0%\u81f36269\u4ebf\u7f8e\u5143\uff0c\u9884\u8ba12025\u5e74\u5c06\u8fdb\u4e00\u6b65\u589e\u957f\u81f36972\u4ebf\u7f8e\u5143\uff0c\u589e\u5e4511.2%\u3002<\/p>\n\n\n\n

2. \u00a0DRAM\u4ef7\u683c\u66b4\u8dcc35.7%\uff0c\u5e02\u573a\u7ade\u4e89\u6fc0\u70c8<\/strong><\/strong><\/strong><\/strong><\/h2>\n\n\n\n

12\u670811\u65e5\uff0c\u6839\u636e\u6700\u65b0\u7684 DRAMeXchange \u62a5\u544a\uff0c\u622a\u81f32024\u5e7411\u6708\u5e95\uff0c\u901a\u7528PC DRAM\u4ea7\u54c1\uff08DDR4 8Gb 1Gx8\uff09\u4ef7\u683c\u4ece7\u6708\u76842.10\u7f8e\u5143\u8dcc\u81f31.35\u7f8e\u5143\uff0c\u964d\u5e45\u8fbe35.7%\u3002\u9700\u6c42\u75b2\u8f6f\u548c\u4f9b\u5e94\u589e\u52a0\u5bfc\u81f4\u4ef7\u683c\u4e0b\u8dcc\uff0c\u5bf9\u534a\u5bfc\u4f53\u884c\u4e1a\u548c\u76f8\u5173\u7ecf\u6d4e\u90e8\u95e8\u4ea7\u751f\u91cd\u5927\u5f71\u54cd\u3002\u667a\u80fd\u624b\u673a\u548c\u4e2a\u4eba\u7535\u8111\u9700\u6c42\u672a\u6062\u590d\uff0c\u5bfc\u81f4\u4e3b\u8981\u5236\u9020\u5546\u51cf\u5c11DRAM\u5e93\u5b58\u3002Kiwoom Securities\u5206\u6790\u5e08Park Yoo-ak\u9884\u8ba1\uff0c\u7531\u4e8e\u9700\u6c42\u6301\u7eed\u75b2\u5f31\uff0c2025\u5e74\u521d\u4ef7\u683c\u53ef\u80fd\u8fdb\u4e00\u6b65\u4e0b\u8dcc\u3002<\/p>\n\n\n\n

3. \u00a0\u82f9\u679c\u4e0e\u535a\u901a\u5408\u4f5c\u5f00\u53d1AI\u82af\u7247\uff0c\u63a8\u52a8ASIC\u53d1\u5c55<\/strong><\/strong><\/strong><\/h2>\n\n\n\n

\u636eThe Information 12\u65e5\u62a5\u9053\uff0c\u82f9\u679c\u6b63\u4e0e\u535a\u901a\u5408\u4f5c\u5f00\u53d1\u4ee3\u53f7Baltra\u7684\u5b9a\u5236AI\u82af\u7247\uff0c\u65e8\u5728\u4e3a\u5176AI\u670d\u52a1\u548c\u8bbe\u5907\u63d0\u4f9b\u52a8\u529b\uff0c\u5e76\u96c6\u6210\u5148\u8fdb\u7f51\u7edc\u6280\u672f\u3002\u8fd9\u4e00\u5408\u4f5c\u4f53\u73b0\u4e86\u82f9\u679c\u5bf9\u5185\u90e8\u82af\u7247\u5f00\u53d1\u548c\u4eba\u5de5\u667a\u80fd\u7684\u91cd\u89c6\u3002\u9884\u8ba1\u8be5\u82af\u7247\u5c06\u4e8e2026\u5e74\u91cf\u4ea7\u3002\u82f9\u679c\u6b63\u4e3a\u5176\u8bbe\u5907\u5f15\u5165\u751f\u6210\u5f0fAI\u529f\u80fd\uff0c\u6784\u5efaApple Intelligence\uff0c\u5e76\u6295\u8d44\u5efa\u8bbe\u81ea\u5df1\u7684\u6570\u636e\u4e2d\u5fc3\uff0c\u4ee5\u652f\u6301\u5148\u8fdb\u7684AI\u4efb\u52a1\uff0c\u786e\u4fdd\u4ea7\u54c1\u751f\u6001\u4e2d\u7684\u65e0\u7f1dAI\u4f53\u9a8c\u3002<\/p>\n\n\n\n

4. Quobly\u4e0e\u610f\u6cd5\u534a\u5bfc\u4f53\u8fbe\u6210\u6218\u7565\u5408\u4f5c\u52a0\u901f\u91cf\u5b50\u5904\u7406\u5668\u5236\u9020<\/strong><\/strong><\/strong><\/h2>\n\n\n\n

12\u670812\u65e5\uff0c\u91cf\u5b50\u8ba1\u7b97\u521d\u521b\u516c\u53f8Quobly\u5ba3\u5e03\u4e0e\u5168\u7403\u534a\u5bfc\u4f53\u9886\u5bfc\u8005\u610f\u6cd5\u534a\u5bfc\u4f53\u5efa\u7acb\u6218\u7565\u5408\u4f5c\u5173\u7cfb\uff0c\u65e8\u5728\u52a0\u901f\u91cf\u5b50\u5904\u7406\u5668\u5355\u5143\u7684\u5927\u89c4\u6a21\u751f\u4ea7\u3002\u6b64\u6b21\u5408\u4f5c\u5c06\u91c7\u7528\u610f\u6cd5\u534a\u5bfc\u4f53\u768428\u7eb3\u7c73FD-SOI\u5546\u7528\u534a\u5bfc\u4f53\u6279\u91cf\u5236\u9020\u5de5\u827a\uff0c\u4e3a\u5177\u6709\u6210\u672c\u7ade\u4e89\u529b\u7684\u5927\u89c4\u6a21\u91cf\u5b50\u8ba1\u7b97\u89e3\u51b3\u65b9\u6848\u5960\u5b9a\u57fa\u7840\u3002<\/p>\n\n\n\n

\u53cc\u65b9\u9884\u8ba1\u7b2c\u4e00\u4ee3\u5546\u7528\u4ea7\u54c1\u5c06\u4e8e2027\u5e74\u9762\u4e16\uff0c\u76ee\u6807\u5e02\u573a\u6db5\u76d6\u6750\u6599\u5f00\u53d1\u548c\u7cfb\u7edf\u5efa\u6a21\u7b49\u9886\u57df\u3002Quobly\u7684\u76ee\u6807\u662f\u52302031\u5e74\u5b9e\u73b0100\u4e07\u91cf\u5b50\u6bd4\u7279\u7684\u53ef\u6269\u5c55\u7cfb\u7edf\uff0c\u5e94\u7528\u8303\u56f4\u5305\u62ec\u5236\u836f\u3001\u91d1\u878d\u3001\u6750\u6599\u79d1\u5b66\u548c\u590d\u6742\u7cfb\u7edf\u5efa\u6a21\uff0c\u5305\u62ec\u6c14\u5019\u548c\u6d41\u4f53\u52a8\u529b\u5b66\u6a21\u62df\u3002\u4e24\u5bb6\u516c\u53f8\u5c06\u5171\u540c\u5229\u7528\u5728FD-SOI\u65b9\u9762\u7684\u4e13\u4e1a\u77e5\u8bc6\uff0c\u964d\u4f4e\u7814\u53d1\u6210\u672c\uff0c\u6ee1\u8db3\u5e02\u573a\u5bf9\u53ef\u6269\u5c55\u3001\u4ef7\u683c\u5408\u7406\u7684\u91cf\u5b50\u8ba1\u7b97\u5904\u7406\u5668\u7684\u9700\u6c42\u3002<\/p>\n\n\n\n

5. 2024\u5e74\u7b2c\u4e09\u5b63\u5ea6\u5341\u5927\u4ee3\u5de5\u5382\u603b\u9500\u552e\u989d\u521b\u5386\u53f2\u65b0\u9ad8<\/strong><\/strong><\/strong><\/h2>\n\n\n\n

\u6839\u636e\u6700\u65b0\u7684\u5e02\u573a\u7814\u7a76\uff0c2024\u5e74\u7b2c\u4e09\u5b63\u5ea6\u5168\u7403\u524d\u5341\u5927\u6676\u5706\u4ee3\u5de5\u5382\u7684\u603b\u9500\u552e\u989d\u8fbe\u5230\u4e86349\u4ebf\u7f8e\u5143\uff0c\u73af\u6bd4\u589e\u957f9.1%\uff0c\u521b\u4e0b\u5386\u53f2\u65b0\u9ad8\u3002\u8fd9\u4e00\u589e\u957f\u4e3b\u8981\u5f97\u76ca\u4e8e\u65b0\u667a\u80fd\u624b\u673a\u548cPC\u7684\u53d1\u5e03\uff0c\u4ee5\u53caAI\u670d\u52a1\u5668\u76f8\u5173\u7684\u9ad8\u6027\u80fd\u8ba1\u7b97\uff08HPC\uff09\u9700\u6c42\u7684\u6301\u7eed\u5f3a\u52b2\u3002\u5c3d\u7ba1\u6574\u4f53\u7ecf\u6d4e\u72b6\u51b5\u672a\u660e\u663e\u6539\u5584\uff0c\u4f46\u4f9b\u5e94\u94fe\u5e93\u5b58\u7684\u589e\u52a0\u548c\u4ea7\u80fd\u5229\u7528\u7387\u7684\u63d0\u5347\u63a8\u52a8\u4e86\u8fd9\u4e00\u589e\u957f\u3002<\/p>\n\n\n\n

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\u5c55\u671b\u672a\u6765\uff0cTrendForce\u9884\u8ba1\uff0c\u5c3d\u7ba1\u7b2c\u56db\u5b63\u5ea6\u7684\u589e\u901f\u53ef\u80fd\u7565\u6709\u653e\u7f13\uff0c\u4f46\u5148\u8fdb\u5236\u7a0b\u4ecd\u5c06\u63a8\u52a8\u524d\u5341\u5927\u4ee3\u5de5\u5382\u7684\u9500\u552e\u589e\u957f\uff0c\u5c24\u5176\u662f\u5728AI\u548c\u65d7\u8230\u667a\u80fd\u624b\u673a\u7684\u9700\u6c42\u6301\u7eed\u7684\u80cc\u666f\u4e0b\u3002\u6210\u719f\u5236\u7a0b\u7684\u4ea7\u80fd\u5229\u7528\u7387\u9884\u8ba1\u5c06\u4fdd\u6301\u7a33\u5b9a\u6216\u5c0f\u5e45\u589e\u957f\uff0c\u5c3d\u7ba1\u9762\u4e34\u6765\u81ea\u7ec8\u7aef\u9500\u552e\u60c5\u51b5\u4e0d\u660e\u6717\u7684\u6311\u6218\u3002<\/p>\n\n\n\n

6. \u00a0\u8c37\u6b4cWillow\u91cf\u5b50\u82af\u7247\u7f29\u77ed\u8ba1\u7b97\u65f6\u95f4<\/strong><\/strong><\/strong><\/strong><\/h2>\n\n\n\n

12\u670810\u65e5\uff0c\u8c37\u6b4c\u5ba3\u5e03\u5176\u6700\u65b0\u91cf\u5b50\u82af\u7247Willow\u5b9e\u73b0\u4e86\u8ba1\u7b97\u65f6\u95f4\u7684\u5927\u5e45\u7f29\u77ed\uff0c\u6267\u884c\u8ba1\u7b97\u529f\u80fd\u7684\u65f6\u95f4\u4ec5\u4e3a\u4f20\u7edf\u673a\u5668\u7684\u4e00\u5c0f\u90e8\u5206\uff0c\u5e76\u4e14\u9519\u8bef\u7387\u5448\u6307\u6570\u7ea7\u51cf\u5c11\u3002Willow\u82af\u7247\u5728\u4e0d\u5230\u4e94\u5206\u949f\u5185\u5b8c\u6210\u4e86\u6807\u51c6\u57fa\u51c6\u8ba1\u7b97\uff0c\u800c\u5f53\u524d\u6700\u5feb\u7684\u8d85\u7ea7\u8ba1\u7b97\u673a\u9700\u898110\u4ebf\u5e74\u3002\u8fd9\u4e00\u6210\u5c31\u5c55\u793a\u4e86\u91cf\u5b50\u8ba1\u7b97\u5728\u7279\u5b9a\u4efb\u52a1\u4e0a\u7684\u5de8\u5927\u6f5c\u529b\uff0c\u5e76\u6807\u5fd7\u7740\u91cf\u5b50\u7ea0\u9519\u9886\u57df\u8fd130\u5e74\u6765\u7684\u91cd\u5927\u7a81\u7834\u3002Willow\u82af\u7247\u7684\u6210\u529f\u4e0d\u4ec5\u51cf\u5c11\u4e86\u91cf\u5b50\u8ba1\u7b97\u4e2d\u7684\u9519\u8bef\uff0c\u8fd8\u63d0\u9ad8\u4e86\u91cf\u5b50\u6bd4\u7279\u7684\u7a33\u5b9a\u6027\uff0c\u4e3a\u672a\u6765\u5b9e\u73b0\u5b9e\u7528\u7684\u91cf\u5b50\u7b97\u6cd5\u5960\u5b9a\u4e86\u57fa\u7840\u3002<\/p>\n\n\n\n

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