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2025\u5e7406\u670809\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\u534a\u5bfc\u4f53\u5e02\u573a\u672c\u5468\u5448\u73b0\u5f3a\u52b2\u590d\u82cf\u6001\u52bf\uff0cAI\u4e0e\u5b58\u50a8\u9700\u6c42\u9a71\u52a8\u4ef7\u683c\u4e0a\u6da8\u548c\u4f01\u4e1a\u589e\u957f\uff0c\u4f46\u5730\u7f18\u653f\u6cbb\u98ce\u9669\u53ca\u6210\u672c\u538b\u529b\u5e26\u6765\u4e0d\u786e\u5b9a\u6027\u3002<\/p>\n\n\n\n

1.\u00a0DDR4\u3001NAND\u548cSSD\u4ef7\u683c\u5927\u5e45\u4e0a\u6da8<\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/h2>\n\n\n\n

6\u67084\u65e5\uff0c\u534a\u5bfc\u4f53\u524d\u7ebf\u62a5\u9053\uff0c\u5b58\u50a8\u5e02\u573a\u8fce\u6765\u6da8\u4ef7\u6f6e\u3002\u7f8e\u56fd\u5ef6\u7f13\u5f81\u6536\u5bf9\u7b49\u5173\u7a0e\uff0c\u4fc3\u4f7f\u7535\u8111\u5236\u9020\u5546\u56e4\u8d27\uff0cDDR4\u5185\u5b58\u4ef7\u683c\u98de\u6da8\uff0c\u8fd1\u4e24\u4e2a\u6708\u6da8\u5e45\u8d8520%\uff0c5\u6708\u6da8\u5e45\u8fbe27%\uff0c\u521b\u4e0b\u516b\u5e74\u6765\u6700\u5927\u589e\u5e45\u3002\u540c\u65f6\uff0cNAND\u95ea\u5b58\u56e0\u4e09\u5927\u539f\u5382\u51cf\u4ea7\uff0c\u4ef7\u683c\u8fde\u7eed\u4e94\u4e2a\u6708\u4e0a\u6da8\uff0c5\u6708128GB NAND\u5e73\u5747\u4ef7\u683c\u8f834\u6708\u4e0a\u6da84.84%\u3002<\/p>\n\n\n\n

\u6b64\u5916\uff0cSSD\u56e0\u5173\u952e\u96f6\u4ef6NAND Flash\u51cf\u4ea7\uff0c\u4ef7\u683c\u4e5f\u7531\u8dcc\u8f6c\u6da8\u30022025\u5e744-6\u6708\uff0cSSD\u6807\u5fd7\u6027\u4ea7\u54c1TLC 256GB\u548c512GB\u7684\u6279\u53d1\u4ef7\u5206\u522b\u7ea6\u4e3a31.7\u7f8e\u5143\u548c59.4\u7f8e\u5143\uff0c\u8f83\u4e0a\u5b63\u5ea6\u4e0a\u6da8\u7ea66%\uff0c\u4e3a\u4e09\u4e2a\u5b63\u5ea6\u4ee5\u6765\u9996\u6b21\u4e0a\u6da8\u3002AI\u670d\u52a1\u5668\u7528SSD\u6da8\u5e45\u8f83\u9ad8\uff0cPC\u7528SSD\u6da8\u5e45\u76f8\u5bf9\u8f83\u4f4e\uff0c\u4f46\u5e74\u672b\u65fa\u5b63\u548cWindows 10\u505c\u670d\u5e26\u6765\u7684\u6362\u673a\u9700\u6c42\u5c06\u63a8\u52a8\u9700\u6c42\u589e\u957f\u3002<\/p>\n\n\n\n

2. <\/strong>TrendForce\uff1a2025\u5e74Q1 NAND Flash\u54c1\u724c\u5382\u8425\u6536\u4e0b\u6ed1\u8d8520%\uff0cQ2\u6709\u671b\u56de\u6696<\/h2>\n\n\n\n

6\u67084\u65e5\uff0c\u610f\u6cd5\u534a\u5bfc\u4f53CEO\u8c22\u5229\u8868\u793a\uff0c\u516c\u53f8\u5df2\u770b\u5230\u534a\u5bfc\u4f53\u5e02\u573a\u590d\u82cf\u8ff9\u8c61\uff0c\u9884\u8ba1\u672a\u6765\u51e0\u4e2a\u5b63\u5ea6\u4e1a\u7ee9\u5c06\u63d0\u5347\u3002\u7b2c\u4e8c\u5b63\u5ea6\u8ba2\u5355\u51fa\u8d27\u91cf\u63d0\u5347\uff0c\u5e02\u573a\u5904\u4e8e\u4e0a\u884c\u5faa\u73af\uff0c\u9884\u8ba1\u590d\u82cf\u52bf\u5934\u5c06\u5ef6\u7eed\u5230\u7b2c\u4e09\u5b63\u5ea6\uff0c\u9500\u552e\u989d\u6709\u671b\u540c\u6bd4\u589e\u957f\u3002\u4e0d\u8fc7\uff0c\u8c22\u5229\u6307\u51fa\uff0c\u5730\u7f18\u653f\u6cbb\u98ce\u9669\uff0c\u5c24\u5176\u662f\u7f8e\u56fd\u8d38\u6613\u653f\u7b56\uff0c\u53ef\u80fd\u7ed92025\u5e74\u4e0b\u534a\u5e74\u5e02\u573a\u5e26\u6765\u4e0d\u786e\u5b9a\u6027\u3002<\/p>\n\n\n\n

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3. \u82f1\u98de\u51cc\u4e0eAther Energy\u5408\u4f5c\uff0c\u63a8\u52a8\u5370\u5ea6\u7535\u52a8\u4e24\u8f6e\u8f66\u5e02\u573a\u534a\u5bfc\u4f53\u521b\u65b0<\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/h2>\n\n\n\n

6\u67083\u65e5\uff0c\u82f1\u98de\u51cc\u4e0e\u5370\u5ea6\u77e5\u540d\u7535\u52a8\u4e24\u8f6e\u8f66\u5236\u9020\u5546Ather Energy\u5728\u97e9\u56fd\u9996\u5c14\u7b7e\u7f72\u8c05\u89e3\u5907\u5fd8\u5f55\uff08MoU\uff09\uff0c\u65e8\u5728\u901a\u8fc7\u5f00\u53d1\u9762\u5411\u8f7b\u578b\u7535\u52a8\u8f66\uff08LEVs\uff09\u3001\u5145\u7535\u57fa\u7840\u8bbe\u65bd\u548c\u8f66\u8f86\u5b89\u5168\u7cfb\u7edf\u7684\u5148\u8fdb\u534a\u5bfc\u4f53\u6280\u672f\uff0c\u5171\u540c\u63a8\u52a8\u5370\u5ea6\u7535\u52a8\u6c7d\u8f66\uff08EV\uff09\u9886\u57df\u7684\u521b\u65b0\u3002<\/p>\n\n\n\n

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4. \u535a\u901a\u7b2c\u4e09\u5b63\u5ea6\u9500\u552e\u989d\u9884\u8ba1\u5c06\u8d85\u9884\u671f\uff0cAI\u534a\u5bfc\u4f53\u8868\u73b0\u5f3a\u52b2<\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/h2>\n\n\n\n

6\u67085\u65e5\uff0c\u7f8e\u56fd\u534a\u5bfc\u4f53\u5de8\u5934\u535a\u901a\uff08Broadcom\uff09\u9884\u8ba1\u5176\u7b2c\u4e09\u5b63\u5ea6\uff085-7\u6708\uff09\u9500\u552e\u989d\u5c06\u8d85\u51fa\u5e02\u573a\u9884\u671f\uff0c\u4e3b\u8981\u5f97\u76ca\u4e8e\u7f51\u7edc\u534a\u5bfc\u4f53\u548c\u5b9a\u5236\u4eba\u5de5\u667a\u80fd\uff08AI\uff09\u534a\u5bfc\u4f53\u7684\u5f3a\u52b2\u9700\u6c42\u3002<\/p>\n\n\n\n

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5. \u53f0\u79ef\u75351.6nm\u6676\u5706\u4ef7\u683c\u6216\u8fbe45,000\u7f8e\u5143\uff0c\u8f83\u524d\u4ee3\u4e0a\u6da850%<\/strong><\/h2>\n\n\n\n

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6. \u6469\u6839\u5927\u901a\u770b\u597dPC\u4e0e\u670d\u52a1\u5668\u4ea7\u4e1a\u94fe<\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/h2>\n\n\n\n

\u57282025\u5e74Computex\u5c55\u4f1a\u4e0a\uff0cCounterpoint Research\u6307\u51fa\uff0cAI\u6280\u672f\u5df2\u5e7f\u6cdb\u5e94\u7528\u4e8e\u4e91\u7aef\u3001\u8fb9\u7f18\u548c\u8054\u7f51\u9886\u57df\uff0c\u4ea7\u4e1a\u5e94\u7528\u8fdb\u5165\u65b0\u9636\u6bb5\u3002AI\u670d\u52a1\u5668\u4e0e\u6563\u70ed\u6280\u672f\u6210\u4e3a\u5c55\u4f1a\u7126\u70b9\u3002<\/p>\n\n\n\n

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