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2025\u5e7402\u670824\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\u677e\u4e0b\u56e0\u6210\u672c\u4e0a\u5347\u8c03\u6574\u4f4e\u7535\u538b\u5bfc\u7535\u805a\u5408\u7269\u94bd\u7535\u5bb9\u5668\u4ef7\u683c\uff1bNAND\u9700\u6c42\u53cd\u5f39\uff0c\u4e09\u661f\u505c\u6b62\u5c0f\u5bb9\u91cfMLC\u751f\u4ea7\uff0c\u5bfc\u81f4MLC eMMC\u4ef7\u683c\u4e0a\u5347\uff1b\u6234\u5c14\u4e0exAI\u8fbe\u6210\u8d8550\u4ebf\u7f8e\u5143AI\u670d\u52a1\u5668\u4f9b\u8d27\u534f\u8bae\u3002<\/p>\n\n\n\n

1.\u00a0\u677e\u4e0b\u8c03\u6574\u5bfc\u7535\u805a\u5408\u7269\u94bd\u7535\u5bb9\u5668\u4ef7\u683c<\/strong><\/strong><\/strong><\/strong><\/h2>\n\n\n\n

\u677e\u4e0b\u5de5\u4e1a\u682a\u5f0f\u4f1a\u793e\u4e8e2025\u5e742\u670818\u65e5\u5411\u5c0a\u656c\u7684\u5ba2\u6237\u53d1\u51fa\u4e86\u4e00\u4efd\u4ef7\u683c\u8c03\u6574\u901a\u77e5\uff0c\u9488\u5bf9\u7279\u5b9a\u4f4e\u7535\u538b\u578b\u53f7\u7684\u5bfc\u7535\u805a\u5408\u7269\u94bd\u7535\u5bb9\u5668\uff08POSCAP\uff09\u3002<\/p>\n\n\n\n

\u677e\u4e0b\u8868\u793a\uff0c\u7ee7\u7eed\u4ee5\u5f53\u524d\u4ef7\u683c\u8fdb\u884c\u8fd9\u4e9b\u90e8\u4ef6\u7684\u4e1a\u52a1\u5df2\u7ecf\u53d8\u5f97\u56f0\u96be\uff0c\u8fd9\u4e9b\u90e8\u4ef6\u8fd8\u9700\u8981\u5bf9\u751f\u4ea7\u8bbe\u5907\u8fdb\u884c\u66f4\u65b0\u6295\u8d44\u3002\u56e0\u6b64\uff0c\u516c\u53f8\u8bf7\u6c42\u5ba2\u6237\u57282025\u5e744\u67081\u65e5\u4e4b\u524d\u505c\u6b62\u4f7f\u7528\u8fd9\u4e9b\u90e8\u4ef6\uff0c\u6216\u8005\u7528\u5176\u4ed6\u578b\u53f7\u66ff\u6362\u5b83\u4eec\u3002\u5982\u679c\u5ba2\u6237\u9700\u8981\u57282025\u5e744\u67081\u65e5\u4e4b\u540e\u7ee7\u7eed\u4f7f\u7528\u8fd9\u4e9b\u90e8\u4ef6\uff0c\u677e\u4e0b\u5e0c\u671b\u5ba2\u6237\u80fd\u591f\u63a5\u53d7\u9644\u5f55\u4e2d\u5217\u51fa\u7684\u4ef7\u683c\u8c03\u6574\u3002<\/p>\n\n\n\n

2. \u5185\u5b58\u73b0\u8d27\u4ef7\u683c\u66f4\u65b0\uff1aNAND\u9700\u6c42\u53cd\u5f39\uff0c\u4e09\u661f\u505c\u6b62\u5c0f\u5bb9\u91cfMLC\u751f\u4ea7<\/strong><\/strong><\/strong><\/strong><\/h2>\n\n\n\n

\u6839\u636eTrendForce\u7684\u6700\u65b0\u62a5\u544a\uff0c2025\u5e742\u670819\u65e5\u7684\u5185\u5b58\u73b0\u8d27\u4ef7\u683c\u663e\u793a\u51fa\u4ee5\u4e0b\u8d8b\u52bf\uff1a<\/p>\n\n\n\n

DRAM\u73b0\u8d27\u4ef7\u683c\uff1a<\/strong><\/p>\n\n\n\n

\u00b7DDR5 DRAM\u4ef7\u683c\u5448\u73b0\u4e0a\u6da8\u8d8b\u52bf\uff0c\u4e3b\u8981\u7531\u4e8eSK\u6d77\u529b\u58eb\u7684\u8d85\u9891DRAM\u82af\u7247\u4f9b\u5e94\u77ed\u7f3a\uff0c\u8fd9\u4e9b\u82af\u7247\u5728\u6e38\u620f\u7b14\u8bb0\u672c\u5e02\u573a\u4e2d\u9700\u6c42\u65fa\u76db\u3002<\/p>\n\n\n\n

\u00b7DDR4 DRAM\u4ef7\u683c\u5219\u56e0\u4f9b\u5e94\u8fc7\u5269\u800c\u4fdd\u6301\u75b2\u8f6f\uff0c\u5e02\u573a\u6574\u4f53\u4ef7\u683c\u76f8\u5bf9\u8f83\u4f4e\u3002<\/p>\n\n\n\n

\u00b7\u9884\u8ba12025\u5e74\u4e0a\u534a\u5e74\uff0cDRAM\u4ef7\u683c\u5c06\u7ee7\u7eed\u53d7\u5230\u5e02\u573a\u9700\u6c42\u4f4e\u8ff7\u548c\u4f9b\u5e94\u8fc7\u5269\u7684\u5f71\u54cd\uff0c\u5c24\u5176\u662f\u670d\u52a1\u5668DRAM\u4ef7\u683c\u53ef\u80fd\u8fdb\u4e00\u6b65\u4e0b\u8dcc\u3002<\/p>\n\n\n\n

NAND Flash\u73b0\u8d27\u4ef7\u683c\uff1a<\/strong><\/p>\n\n\n\n

\u00b7NAND\u95ea\u5b58\u9700\u6c42\u5728\u6625\u8282\u540e\u51fa\u73b0\u53cd\u5f39\uff0c\u5c24\u5176\u662f\u5c0f\u5bb9\u91cfMLC\u4ea7\u54c1\uff0c\u7531\u4e8e\u4e09\u661f\u505c\u6b62\u751f\u4ea7\u8fd9\u4e9b\u4ea7\u54c1\uff0c\u5bfc\u81f4MLC eMMC\u4ef7\u683c\u4e0a\u5347\u3002<\/p>\n\n\n\n

\u00b7\u5927\u5bb9\u91cfNAND\u6676\u7247\u7684\u73b0\u8d27\u4ef7\u683c\u4e5f\u5728\u4e0a\u6da8\uff0c\u539f\u56e0\u662f\u5e02\u573a\u4f4e\u4ef7\u5e93\u5b58\u9010\u6e10\u88ab\u6d88\u5316\uff0c\u4f46\u4e70\u5bb6\u4ecd\u4fdd\u6301\u8c28\u614e\u3002<\/p>\n\n\n\n

3. \u7f8e\u5149\u5c06\u4e3a\u82f1\u4f1f\u8fbe\u5f00\u59cb\u91cf\u4ea712\u5c42\u5806\u53e0HBM<\/strong><\/strong><\/strong><\/h2>\n\n\n\n

2\u670817\u65e5\u62a5\u9053\uff0c\u7f8e\u5149\u5373\u5c06\u4e3a\u82f1\u4f1f\u8fbe\u5f00\u59cb\u91cf\u4ea712\u5c42\u5806\u53e0\u7684\u9ad8\u5e26\u5bbd\u5b58\u50a8\u5668\uff08HBM\uff09\u3002\u7f8e\u5149\u53bb\u5e749\u6708\u5b8c\u6210\u4e86\u8be5\u4ea7\u54c1\u7684\u7814\u53d1\u5e76\u5411\u5ba2\u6237\u5c55\u793a\u4e86\u6837\u54c1\u3002\u7f8e\u5149\u9996\u5e2d\u8d22\u52a1\u5b98\u9a6c\u514b\u00b7\u58a8\u83f2\u8868\u793a\uff0c\u4e0e\u7ade\u4e89\u5bf9\u624b\u76848\u5c42\u5806\u53e0\u4ea7\u54c1\u76f8\u6bd4\uff0c\u65b0\u4ea7\u54c1\u529f\u8017\u964d\u4f4e\u4e8620%\uff0c\u5bb9\u91cf\u589e\u52a0\u4e8650%\u3002<\/p>\n\n\n\n

\u7f8e\u5149\u9884\u8ba1\u5728\u4eca\u5e74\u4e0b\u534a\u5e74\u5c06\u5927\u90e8\u5206HBM\u751f\u4ea7\u96c6\u4e2d\u572812\u5c42\u5806\u53e0\u4e0a\u3002HBM\u6280\u672f\u5bf9\u4e8e\u4f7f\u7528GPU\u7684\u9ad8\u6027\u80fd\u8ba1\u7b97\u548cAI\u5e94\u7528\u81f3\u5173\u91cd\u8981\uff0c\u56e0\u4e3a\u5b83\u63d0\u9ad8\u4e86\u6570\u636e\u5904\u7406\u901f\u5ea6\u548c\u5e26\u5bbd\u3002\u4e09\u661f\u7535\u5b50\u5728\u8fd9\u65b9\u9762\u843d\u540e\uff0c\u76ee\u524d\u4ecd\u5904\u4e8e8\u5c42\u5806\u53e0\u4ea7\u54c1\u7684\u65e9\u671f\u751f\u4ea7\u9636\u6bb5\uff0c\u5c1a\u672a\u5b8c\u621012\u5c42\u5806\u53e0\u4ea7\u54c1\u7684\u6d4b\u8bd5\u3002\u4e0e\u6b64\u540c\u65f6\uff0cSK\u6d77\u529b\u58eb\u6b63\u5728\u52a0\u901f\u5f00\u53d1HBM4\u4ee5\u6ee1\u8db3\u82f1\u4f1f\u8fbe\u7684\u8981\u6c42\uff0c\u5e76\u8ba1\u5212\u5728\u5e74\u5185\u5b8c\u6210\u3002\u7f8e\u5149\u8fd8\u5ba3\u5e03\uff0c\u9884\u8ba1\u4e0b\u4e00\u4ee3HBM4\u5c06\u4e8e\u660e\u5e74\u51fa\u8d27\u3002<\/p>\n\n\n\n

4. \u591a\u5bb6\u6a21\u62df\u82af\u7247\u516c\u53f8\u4e1a\u7ee9\u4e0b\u6ed1\uff0c\u4e1a\u754c\u671f\u5f85\u4eca\u5e74\u590d\u82cf<\/strong><\/strong><\/strong><\/h2>\n\n\n\n

\u8fd1\u671f\uff0c\u4e9a\u5fb7\u8bfa\u534a\u5bfc\u4f53\uff08ADI\uff09\u7b49\u591a\u5bb6\u6a21\u62df\u82af\u7247\u516c\u53f8\u516c\u5e03\u8d22\u62a5\uff0c\u663e\u793a\u8425\u6536\u548c\u51c0\u5229\u6da6\u4e0b\u964d\uff0c\u8868\u660e\u5e02\u573a\u9700\u6c42\u672a\u6062\u590d\u3002ADI\u7b2c\u4e00\u5b63\u5ea6\u8425\u6536\u548c\u51c0\u5229\u6da6\u5206\u522b\u4e0b\u964d4%\u548c18%\u3002\u5c3d\u7ba1\u6d88\u8d39\u54c1\u4e1a\u52a1\u589e\u957f19%\uff0c\u4f46\u5de5\u4e1a\u548c\u6c7d\u8f66\u4e1a\u52a1\u8425\u6536\u4e0b\u964d\u3002<\/p>\n\n\n\n

\u5168\u7403\u534a\u5bfc\u4f53\u5468\u671f\u4e0b\u884c\u5f71\u54cd\u5e93\u5b58\u8c03\u6574\uff0c\u4e2d\u56fd\u5e02\u573a\u5c24\u5176\u662f\u6c7d\u8f66\u5e02\u573a\u7684\u9700\u6c42\u6210\u4e3a\u589e\u957f\u52a8\u529b\u3002\u5bf9\u4e8e2025\u5e74\u5e02\u573a\u590d\u82cf\uff0c\u4e1a\u754c\u770b\u6cd5\u4e0d\u4e00\uff0c\u6709\u7684\u4e50\u89c2\u9884\u671f\u9700\u6c42\u590d\u82cf\uff0c\u6709\u7684\u8ba4\u4e3a\u590d\u82cf\u5c1a\u65e9\u3002\u4f01\u4e1a\u4e5f\u5728\u91c7\u53d6\u672c\u5730\u5316\u751f\u4ea7\u548c\u878d\u5165AI\u6280\u672f\u7b49\u6218\u7565\u4ee5\u4fc3\u8fdb\u589e\u957f\u3002<\/p>\n\n\n\n

5. \u6234\u5c14\u4f20\u4f9b\u8d27xAI\uff0c\u7eac\u521b\u3001\u9e3f\u6d77\u3001\u82f1\u4e1a\u8fbe\u3001\u795e\u8fbe\u53ef\u671b\u53d7\u60e0<\/strong><\/strong><\/strong><\/h2>\n\n\n\n

\u636e\u5f6d\u535a\u793e\u62a5\u9053\uff0c\u6234\u5c14\u63a5\u8fd1\u4e0e\u9a6c\u65af\u514b\u65d7\u4e0bAI\u516c\u53f8xAI\u8fbe\u6210\u4e00\u9879\u4ef7\u503c\u8d8550\u4ebf\u7f8e\u5143\u7684AI\u670d\u52a1\u5668\u4f9b\u8d27\u534f\u8bae\uff0c\u9884\u8ba1\u4eca\u5e74\u4ea4\u4ed8\u642d\u8f7d\u82f1\u4f1f\u8fbeGB200\u82af\u7247\u7684\u670d\u52a1\u5668\u3002<\/p>\n\n\n\n

\u7eac\u521b\u4e3a\u6234\u5c14AI\u670d\u52a1\u5668\u4e3b\u677f\uff08L6\uff09\u7684\u4e3b\u8981\u4f9b\u5e94\u5546\uff0c\u540c\u65f6\u534f\u52a9\u7cfb\u7edf\u7ec4\u88c5\uff0c\u5360\u6bd4\u6700\u5927\uff1b\u9e3f\u6d77\u548c\u82f1\u4e1a\u8fbe\u5206\u522b\u662f\u6234\u5c14\u7b2c\u4e8c\u3001\u7b2c\u4e09\u5927\u670d\u52a1\u5668\u4ee3\u5de5\u5382\u3002\u7eac\u521b\u8fd1\u671f\u56e0AI\u670d\u52a1\u5668\u9700\u6c42\u660e\u786e\uff0c\u6b63\u5728\u6269\u4ea7\uff0c\u5e76\u62ff\u4e0b\u4f01\u4e1a\u5ba2\u6237\u6574\u673a\u67dc\uff08L11\uff09\u8ba2\u5355\uff0c\u6709\u671b\u63a8\u52a82025\u5e74\u4e1a\u7ee9\u589e\u957f\u3002<\/p>\n\n\n\n

6. \u82f1\u7279\u5c1418A\u5de5\u827a\u9886\u5148\uff0c\u53f0\u79ef\u7535N2\u9762\u4e34\u7ade\u4e89<\/strong><\/strong><\/strong><\/h2>\n\n\n\n

TrendForce 2\u670819\u65e5\u62a5\u9053\uff0c\u82f1\u7279\u5c14\u9996\u5e2d\u5de5\u7a0b\u8ba1\u5212\u7ecf\u7406Joseph Bonetti\u5728LinkedIn\u4e0a\u8868\u793a\uff0c\u82f1\u7279\u5c14\u4e0e\u53f0\u79ef\u7535\u7684\u5408\u4f5c\u662f\u4e00\u4e2a\u201c\u7cdf\u7cd5\u7684\u9519\u8bef\u201d\uff0c\u5e76\u5f3a\u8c03\u82f1\u7279\u5c1418A\u5de5\u827a\u66f4\u5177\u5148\u8fdb\u6027\u3002\u4ed6\u6307\u51fa\uff0c\u82f1\u7279\u5c1418A\u5de5\u827a\u5373\u5c06\u5b8c\u6210\uff0c\u9996\u6b3e\u4ea7\u54c1Panther Lake\u5904\u7406\u5668\u5c06\u4e8e2025\u5e74\u4e0b\u534a\u5e74\u91cf\u4ea7\uff0c\u5fae\u8f6f\u548c\u4e9a\u9a6c\u900a\u5df2\u786e\u8ba4\u6210\u4e3a\u65e9\u671f\u91c7\u7528\u8005\u3002<\/p>\n\n\n\n

Bonetti\u8fd8\u63d0\u5230\uff0c\u82f1\u7279\u5c1418A\u5de5\u827a\u91c7\u7528PowerVia\u80cc\u9762\u4f9b\u7535\u6280\u672f\uff0c\u6027\u80fd\u4f18\u4e8e\u53f0\u79ef\u7535N2\u5de5\u827a\u3002\u5c3d\u7ba1\u53f0\u79ef\u7535\u7684N2\u5de5\u827a\u5728\u6676\u4f53\u7ba1\u5bc6\u5ea6\u4e0a\u7565\u5360\u4f18\u52bf\uff0c\u4f46\u82f1\u7279\u5c1418A\u5728\u6027\u80fd\u548c\u529f\u8017\u8868\u73b0\u4e0a\u66f4\u5177\u7ade\u4e89\u529b\u3002\u6b64\u5916\uff0c\u82f1\u7279\u5c14\u5df2\u63d0\u524d\u9501\u5b9aASML\u7684\u9ad8\u6570\u503c\u5b54\u5f84EUV\u5de5\u5177\u4ea7\u80fd\uff0c\u4e3a\u672a\u6765\u5de5\u827a\u53d1\u5c55\u5960\u5b9a\u57fa\u7840\u3002<\/p>\n\n\n\n

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