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2025\u5e7411\u670817\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\u3002AI\u9a71\u52a8\u534a\u5bfc\u4f53\u4ea7\u4e1a\u52a0\u901f\u53d8\u9769\uff0c\u4f9b\u5e94\u94fe\u91cd\u6784\u3001\u5185\u5b58\u7f3a\u8d27\u4e0e\u5c01\u6d4b\u6da8\u4ef7\u5e76\u5b58\uff0c\u56fd\u9645\u5de8\u5934\u7ade\u76f8\u5e03\u5c40\u9ad8\u7aef\u82af\u7247\u4e0e\u672c\u571f\u5316\u4ea7\u80fd\uff0c\u667a\u80fd\u5316\u4e0e\u5168\u7403\u5316\u8d8b\u52bf\u663e\u8457\u3002<\/p>\n\n\n\n

1.\u00a0SIA\uff1a\u7b2c\u4e09\u5b63\u5168\u7403\u82af\u7247\u9500\u552e\u73af\u6bd4\u589e15.8%\uff0c\u4e9a\u592a\u4e0e\u7f8e\u6d32\u9886\u6da8<\/strong><\/h2>\n\n\n\n

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2. NAND\u539f\u5382\u62a5\u4ef7\u98d950\u2013100%<\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/h2>\n\n\n\n

11\u670812\u65e5\uff0c\u636e\u5a92\u4f53\u62a5\u9053\uff0cNAND Flash\u539f\u5382\u62a5\u4ef7\u4e24\u5468\u5185\u72c2\u98d950\u2013100%\uff0c512Gb TLC\u6676\u5706\u4ef7\u51e0\u8fd1\u7ffb\u500d\uff0c1Tb QLC\/TLC\u5747\u521b\u5386\u53f2\u65b0\u9ad8\u3002\u4f9b\u5e94\u94fe\u6050\u614c\u62a2\u8d27\uff0ceMMC\u3001UFS\u540c\u6b65\u4e0a\u8c03\u903e50%\u3002<\/p>\n\n\n\n

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11\u670812\u65e5\uff0c\u610f\u6cd5\u534a\u5bfc\u4f53CEO Jean-Marc Chery\u8868\u793a\uff0c2026\u5e74Q1\u8425\u6536\u9884\u8ba1\u7ea632.8\u4ebf\u7f8e\u5143\uff0c\u73af\u6bd4\u4e0b\u6ed110%-11%\uff0c\u4f46\u540c\u6bd4\u589e\u957f\u7ea620%\uff0c\u6807\u5fd7\u7740\u5e02\u573a\u56de\u5f52\u6b63\u5e38\u3002\u4ed6\u6307\u51fa\uff0c\u5ba2\u6237\u7aef\u5e93\u5b58\u79ef\u538b\u95ee\u9898\u5df2\u57fa\u672c\u89e3\u9664\uff0c2026\u5e74\u8d77\u516c\u53f8\u5c06\u8fdb\u519bAI\u670d\u52a1\u5668\u82af\u7247\u5e02\u573a\uff0c\u672a\u6765\u4e09\u5e74\u6709\u671b\u8d21\u732e3\u4ebf\u7f8e\u5143\u8425\u6536\uff0c2030\u5e74\u524d\u81f3\u5c11\u5e26\u67655\u4ebf\u7f8e\u5143\u3002<\/p>\n\n\n\n

4. \u5b58\u50a8\u82af\u7247\u5de8\u5934\u62df\u96c6\u4f53\u51cf\u4ea7\u63d0\u4ef7\uff0c\u4e09\u661f\u3001SK\u6d77\u529b\u58eb\u7387\u5148\u884c\u52a8<\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/h2>\n\n\n\n

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5. AI\u9700\u6c42\u5f3a\u52b2\uff0c\u6570\u636e\u4e2d\u5fc3\u5e02\u573a\u89c4\u6a212030\u5e74\u6709\u671b\u8fbe1\u5146\u7f8e\u5143<\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/h2>\n\n\n\n

11\u670813\u65e5\uff0cAMD CEO\u82cf\u59ff\u4e30\u5728\u8d22\u52a1\u5206\u6790\u5e08\u65e5\u6307\u51fa\uff0cAI\u6570\u636e\u4e2d\u5fc3\u5e02\u573a\u89c4\u6a21\u9884\u8ba12030\u5e74\u8fbe1\u5146\u7f8e\u5143\uff0c\u6db5\u76d6CPU\u3001\u7f51\u7edc\u82af\u7247\u53caAI\u52a0\u901f\u5668\u3002AMD\u672a\u67653-5\u5e74\u8425\u6536\u5e74\u590d\u5408\u589e35%\uff0c\u6570\u636e\u4e2d\u5fc3\u4e1a\u52a1\u589e60%\uff0cEPS\u76ee\u680720\u7f8e\u5143\u3002\u516c\u53f8\u660e\u5e74\u63a8MI400\u7cfb\u5217AI\u82af\u7247\uff0c\u5e76\u6253\u9020\u673a\u67b6\u5f0f\u670d\u52a1\u5668\u5bf9\u6807\u82f1\u4f1f\u8fbeGB200\uff0c\u5df2\u901a\u8fc7\u6536\u8d2dZT Systems\u7b49\u52a0\u901fAI\u5e03\u5c40\uff0c\u5e76\u4e0eOpenAI\u7b7e\u7f724\u5e74\u5343\u4ebf\u7f8e\u5143\u6536\u5165\u534f\u8bae\u3002<\/p>\n\n\n\n

6. \u53f0\u79ef\u75352026\u5e74\u8d77\u8c03\u6da8 sub-5nm \u6676\u5706\u4ef7\u683c 8\u201310%<\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/h2>\n\n\n\n

11\u670813\u65e5\uff0c\u53f0\u79ef\u7535\u901a\u77e5\u5ba2\u6237\uff0c\u62df\u4e8e2026\u5e74\u8d77\u5c063nm\u30015nm\u6676\u5706\u4ef7\u683c\u4e0a\u8c038\u201310%\uff0c\u4ee5\u53cd\u6620\u4ea7\u80fd\u7206\u6ee1\u53ca\u7ef4\u6301\u83b7\u5229\u3002\u82f9\u679c\u3001\u82f1\u4f1f\u8fbe\u3001\u9ad8\u901a\u7b49\u8ba2\u5355\u585e\u7206\uff0c2nm\u8bd5\u4ea7\u4e2d\uff0c\u5355\u7247\u6210\u672c\u6216\u8fbe3\u4e07\u7f8e\u5143\uff0c\u8f833nm\u9ad850%\u3002\u5148\u8fdb\u5236\u7a0b\u5df2\u5360\u53f0\u79ef\u7535\u8425\u653674%\uff0c\u968f\u77402nm\u653e\u91cf\uff0c\u5360\u6bd4\u5c06\u6301\u7eed\u6500\u5347\u3002<\/p>\n\n\n\n

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