{"id":3291,"date":"2026-03-09T17:06:48","date_gmt":"2026-03-09T09:06:48","guid":{"rendered":"https:\/\/depend-ele.com\/?p=3291"},"modified":"2026-03-09T17:18:08","modified_gmt":"2026-03-09T09:18:08","slug":"%e4%b8%80%e5%91%a8%e8%8a%af%e9%97%bb%e4%b8%a8kemet%e9%92%bd%e7%94%b5%e5%ae%b94%e6%9c%88%e8%b0%83%e4%bb%b7%ef%bc%9b%e4%b8%89%e6%98%9f%e5%be%b7%e5%b7%9e%e5%8e%82%e5%bb%b6%e8%87%b3","status":"publish","type":"post","link":"https:\/\/depend-ele.com\/zh\/%e4%b8%80%e5%91%a8%e8%8a%af%e9%97%bb%e4%b8%a8kemet%e9%92%bd%e7%94%b5%e5%ae%b94%e6%9c%88%e8%b0%83%e4%bb%b7%ef%bc%9b%e4%b8%89%e6%98%9f%e5%be%b7%e5%b7%9e%e5%8e%82%e5%bb%b6%e8%87%b3\/","title":{"rendered":"\u4e00\u5468\u201c\u82af\u95fb\u201d\u4e28KEMET\u94bd\u7535\u5bb94\u6708\u8c03\u4ef7\uff1b\u4e09\u661f\u5fb7\u5dde\u5382\u5ef6\u81f3\u660e\u5e74\u91cf\u4ea7\uff0c\u805a\u71262\u7eb3\u7c73..."},"content":{"rendered":"<!-- wp:paragraph -->\n<p>2026\u5e7403\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\u3002AI\u9700\u6c42\u63a8\u52a8\u5b58\u50a8\u4e0e\u88ab\u52a8\u5143\u4ef6\u6da8\u4ef7\uff0c\u97e9\u56fd\u4e3b\u5bfcHBM\u5e02\u573a\uff0c\u667a\u80fd\u624b\u673a\u56e0\u5185\u5b58\u77ed\u7f3a\u9762\u4e34\u51fa\u8d27\u4e0b\u6ed1\u3002<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:heading -->\n<h2 class=\"wp-block-heading\"><strong>1.\u00a0<strong>AI\u9a71\u52a8\u5185\u5b58\u8d85\u7ea7\u5faa\u73af\uff0c\u77ed\u671f\u97e9\u56fd\u4ecd\u5c45\u5173\u952e\u5730\u4f4d<\/strong><\/strong><\/h2>\n<!-- \/wp:heading -->\n\n<!-- wp:paragraph -->\n<p>3\u67083\u65e5\uff0c\u8054\u5408\u62a5\u62a5\u9053\uff0c\u5728\u7b97\u529b\u51b3\u5b9a\u56fd\u5bb6\u7ade\u4e89\u529b\u7684\u65f6\u4ee3\uff0c\u652f\u6491\u8fd0\u7b97\u6838\u5fc3\u7684\u5185\u5b58\u5f15\u64ce\u77ed\u671f\u5185\u4ecd\u7262\u7262\u638c\u63e1\u5728\u97e9\u56fd\u624b\u4e2d\u3002\u97e9\u56fd\u51ed\u501fHBM\u4e0e\u5148\u8fdbDRAM\u7684\u6df1\u539a\u6280\u672f\u79ef\u7d2f\u53ca\u9ad8\u5ea6\u96c6\u4e2d\u5e02\u5360\u4f18\u52bf\uff0c\u6210\u4e3a\u5168\u7403AI\u8fd0\u7b97\u751f\u6001\u7cfb\u4e2d\u4e0d\u53ef\u6216\u7f3a\u7684\u6838\u5fc3\u529b\u91cf\u3002<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:paragraph -->\n<p>TrendForce\u9884\u4f30\uff0c\u5168\u7403\u5185\u5b58\u5e02\u573a\u89c4\u6a21\u5c06\u4e8e2026\u5e74\u8fbe5516\u4ebf\u7f8e\u5143\uff0c2027\u5e74\u5347\u81f38427\u4ebf\u7f8e\u5143\uff0c\u5e74\u589e\u7387\u9ad8\u8fbe53%\u3002HBM\u89c4\u6a21\u5c06\u75312025\u5e74\u768473\u4ebf\u7f8e\u5143\u6210\u957f\u81f32034\u5e74\u8fd1600\u4ebf\u7f8e\u5143\uff0c\u5e74\u590d\u5408\u589e\u957f\u7387\u8d85\u8fc726%\u3002\u97e9\u56fd\u4f01\u4e1a\u5728DRAM\u5e02\u5360\u903e\u4e03\u6210\uff0cHBM\u9886\u57df\u66f4\u638c\u63e1\u7ea680%\u81f390%\u8425\u6536\uff0cSK\u6d77\u529b\u58eb\u4e0e\u4e09\u661f\u5f62\u6210\u7a33\u56fa\u7684AI\u5185\u5b58\u4f9b\u5e94\u94fe\u6838\u5fc3\u3002<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:heading -->\n<h2 class=\"wp-block-heading\"><strong>2. <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><strong><strong><strong><strong><strong><strong><strong><strong><strong><strong>TrendForce: AI\u9700\u6c42\u63a8\u52a8NAND\u95ea\u5b58\u6536\u5165\u6fc0\u589e<\/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><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/h2>\n<!-- \/wp:heading -->\n\n<!-- wp:paragraph -->\n<p>3\u67084\u65e5\uff0cSemiMedia\u62a5\u9053\uff0cTrendForce\u6570\u636e\u663e\u793a\uff0c2025\u5e74\u7b2c\u56db\u5b63\u5ea6\u5168\u7403NAND\u95ea\u5b58\u6536\u5165\u5927\u5e45\u589e\u957f\uff0c\u524d\u4e94\u5927\u4f9b\u5e94\u5546\u5408\u8ba1\u8425\u6536\u8fbe211.7\u4ebf\u7f8e\u5143\uff0c\u73af\u6bd4\u589e\u957f23.8%\u3002\u4e09\u661f\u4ee566\u4ebf\u7f8e\u5143\u8425\u6536\u7a33\u5c45\u9996\u4f4d\uff0c\u4f46\u5e02\u5360\u7387\u964d\u81f328%\uff1bSK\u96c6\u56e2\uff08\u542bSK\u6d77\u529b\u58eb\u4e0eSolidigm\uff09\u589e\u957f\u6700\u5feb\uff0c\u8425\u653652.1\u4ebf\u7f8e\u5143\uff0c\u73af\u6bd4\u589e\u957f47.8%\uff0c\u5e02\u5360\u7387\u5347\u81f322.1%\u3002\u94e0\u4fa0\u4ee533.1\u4ebf\u7f8e\u5143\u6392\u540d\u7b2c\u4e09\uff0c\u8425\u6536\u4e0e\u51fa\u8d27\u91cf\u5747\u521b\u5b63\u5ea6\u65b0\u9ad8\uff1b\u7f8e\u5149\u4e0e\u95ea\u8fea\u5206\u522b\u4ee530.3\u4ebf\u7f8e\u5143\u5e76\u5217\u7b2c\u56db\u3001\u7b2c\u4e94\u3002<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:paragraph -->\n<p>\u5c55\u671b2026\u5e74\u7b2c\u4e00\u5b63\u5ea6\uff0cTrendForce\u9884\u8ba1\u4f9b\u5e94\u7d27\u5f20\u5c06\u63a8\u52a8\u4ef7\u683c\u7ee7\u7eed\u4e0a\u6da8\uff0c\u5e73\u5747\u5408\u7ea6\u4ef7\u73af\u6bd4\u589e\u5e45\u4e0a\u8c03\u81f385%-90%\u3002\u673a\u6784\u8ba4\u4e3a\uff0cAI\u57fa\u7840\u8bbe\u65bd\u9700\u6c42\u6301\u7eed\u6269\u5927\uff0c\u800c\u4ea7\u80fd\u6269\u5f20\u53d7\u9650\uff0cNAND\u95ea\u5b58\u4ef7\u683c2026\u5e74\u5c06\u7ef4\u6301\u9ad8\u4f4d\u3002<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:heading -->\n<h2 class=\"wp-block-heading\"><strong>3. <strong><strong><strong><strong><strong><strong><strong><strong><strong><strong><strong><strong><strong><strong><strong><strong><strong><strong><strong>KEMET\u5ba3\u5e034\u6708\u8d77\u4e0a\u8c03\u94bd\u7535\u5bb9\u4ef7\u683c\uff0cAI\u670d\u52a1\u5668\u9700\u6c42\u6210\u4e3b\u56e0<\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/h2>\n<!-- \/wp:heading -->\n\n<!-- wp:paragraph -->\n<p>3\u67083\u65e5\uff0cSemiMedia\u62a5\u9053\uff0c\u56fd\u5de8\u65d7\u4e0b\u5b50\u516c\u53f8KEMET\u8ba1\u5212\u81ea4\u67081\u65e5\u8d77\u4e0a\u8c03T523\u7cfb\u5217\u805a\u5408\u7269\u94bd\u7535\u5bb9\uff08KO-CAP\uff09\u4ef7\u683c\uff0c\u8fd9\u662f\u8be5\u96c6\u56e2\u81ea2025\u5e74\u4e0b\u534a\u5e74\u4ee5\u6765\u7b2c\u4e09\u6b21\u94bd\u7535\u5bb9\u6da8\u4ef7\u3002KEMET\u8868\u793a\uff0c\u8fc7\u53bb\u4e09\u5e74\u805a\u5408\u7269\u94bd\u7535\u5bb9\u5728\u591a\u4e2a\u5173\u952e\u5e02\u573a\u9700\u6c42\u5f3a\u52b2\u589e\u957f\uff0c\u540c\u65f6\u4eba\u529b\u3001\u539f\u6750\u6599\u53ca\u8bbe\u5907\u6210\u672c\u4e0a\u5347\u63a8\u52a8\u6574\u4f53\u6210\u672c\u4e0a\u6da8\u3002<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:paragraph -->\n<p>\u4e1a\u754c\u6307\u51fa\uff0cGPU\u548cASIC\u670d\u52a1\u5668\u5bf9\u94bd\u7535\u5bb9\u7684\u5e7f\u6cdb\u91c7\u7528\u6b63\u6210\u4e3a\u4e3b\u8981\u9700\u6c42\u9a71\u52a8\u529b\uff0cAI\u57fa\u7840\u8bbe\u65bd\u5df2\u6210\u4e3a\u9664\u4f20\u7edf\u822a\u7a7a\u822a\u5929\u548c\u56fd\u9632\u5e94\u7528\u5916\u7684\u91cd\u8981\u6d88\u8d39\u5f15\u64ce\u3002\u4f9b\u5e94\u94fe\u6d88\u606f\u663e\u793a\uff0c\u82e5AI\u670d\u52a1\u5668\u51fa\u8d27\u91cf\u6301\u7eed\u6269\u5927\uff0c\u94bd\u7535\u5bb9\u5e02\u573a2026\u5e74\u53ef\u80fd\u7ef4\u6301\u7d27\u4fcf\uff0c\u5356\u65b9\u5c06\u7ee7\u7eed\u638c\u63e1\u8bae\u4ef7\u4e3b\u5bfc\u6743\u3002<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:heading -->\n<h2 class=\"wp-block-heading\"><strong>4. <strong><strong><strong><strong><strong><strong><strong><strong><strong>\u4e09\u661f\u5fb7\u5dde\u5382\uff0c\u4f20\u5ef6\u81f3\u660e\u5e74\u91cf\u4ea7<\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/h2>\n<!-- \/wp:heading -->\n\n<!-- wp:paragraph -->\n<p>3\u67085\u65e5\uff0c\u5de5\u5546\u65f6\u62a5\u62a5\u9053\uff0c\u4e09\u661f\u7535\u5b50\u4f4d\u4e8e\u7f8e\u56fd\u5fb7\u5dde\u6cf0\u52d2\u7684\u6676\u5706\u4ee3\u5de5\u65b0\u5382\u91cf\u4ea7\u65f6\u7a0b\u4f20\u51fa\u8c03\u6574\u3002\u539f\u5148\u5e02\u573a\u9884\u671f\u4eca\u5e74\u5e95\u524d\u542f\u52a8\u91cf\u4ea7\uff0c\u4f46\u6700\u65b0\u6d88\u606f\u79f0\u5c06\u5ef6\u81f3\u660e\u5e74\u521d\u3002\u8be5\u5382\u76ee\u524d\u5df2\u5c55\u5f00\u8bd5\u4ea7\u4e0e\u90e8\u5206\u8bd5\u8425\u8fd0\uff0c\u4f46\u8ddd\u79bb\u5927\u89c4\u6a21\u63d0\u5347\u4ea7\u80fd\u5e76\u8fbe\u5230\u7a33\u5b9a\u51fa\u8d27\u6c34\u51c6\u4ecd\u9700\u65f6\u95f4\u3002<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:paragraph -->\n<p>\u6cf0\u52d2\u5382\u88ab\u89c6\u4e3a\u4e09\u661f\u5f3a\u5316\u5148\u8fdb\u5236\u7a0b\u5e03\u5c40\u7684\u5173\u952e\u636e\u70b9\uff0c\u672a\u6765\u5c06\u4e0e\u97e9\u56fd\u5e73\u6cfd\u56ed\u533a\u5171\u540c\u5f00\u53d12\u7eb3\u7c73\u5236\u7a0b\u6280\u672f\u3002\u4e09\u661f\u9884\u671f\u4eca\u5e742\u7eb3\u7c73\u8ba2\u5355\u53ef\u671b\u6210\u957f130%\u4ee5\u4e0a\uff0c\u4e3b\u8981\u52a8\u80fd\u6765\u81eaHPC\u4e0eAI\u82af\u7247\u9700\u6c42\u3002\u5e02\u573a\u76db\u4f20\uff0c\u4e09\u661f\u6b63\u4e0eGoogle\u3001AMD\u53ca\u5b57\u8282\u8df3\u52a8\u7b49\u4f01\u4e1a\u6d3d\u8c08\u5408\u4f5c\u673a\u4f1a\uff0c\u5e76\u5df2\u4e8e\u53bb\u5e74\u53d6\u5f97\u4ef7\u503c165\u4ebf\u7f8e\u5143\u5408\u7ea6\uff0c\u66ff\u7279\u65af\u62c9\u751f\u4ea7\u65b0\u4e00\u4ee3AI\u82af\u7247\u3002<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:heading -->\n<h2 class=\"wp-block-heading\">5. <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>\u91d1\u5c5e\u4ef7\u683c\u98d9\u5347\uff0c\u534a\u5bfc\u4f53\u558a\u6da8<\/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<!-- \/wp:heading -->\n\n<!-- wp:paragraph -->\n<p>3\u67082\u65e5\uff0c\u5de5\u5546\u65f6\u62a5\u62a5\u9053\uff0c\u53d7\u94dc\u3001\u94f6\u3001\u9521\u7b49\u4e0a\u6e38\u91d1\u5c5e\u4ef7\u683c\u4e0a\u626c\u5f71\u54cd\uff0c\u5168\u7403\u534a\u5bfc\u4f53\u4e1a\u6380\u8d77\u65b0\u4e00\u8f6e\u6da8\u4ef7\u6f6e\u3002\u534e\u6da6\u5fae\u3001\u4e2d\u5fae\u534a\u5bfc\u4f53\u3001\u56fd\u79d1\u5fae\u7b49\u4f01\u4e1a\u9646\u7eed\u516c\u5e03\u6da8\u4ef7\u65b9\u6848\uff0c\u6db5\u76d6MCU\u3001NOR Flash\u3001\u529f\u7387\u5143\u4ef6\u7b49\u4ea7\u54c1\uff0c\u6da8\u5e4510%\u81f380%\u3002\u5927\u9646\u94dc\u4ef72025\u5e74\u4e0a\u6da834.34%\uff0c\u4eca\u5e74\u6765\u518d\u6da8\u7ea62.8%\uff0c\u4e0a\u6d77\u73b0\u8d27\u94dc\u4ef7\u5df2\u8fbe\u6bcf\u542810.2\u4e07\u5143\u4eba\u6c11\u5e01\u3002\u4e2d\u4fe1\u8bc1\u5238\u9884\u8ba1\uff0c\u6da8\u4ef7\u5c06\u6301\u7eed\u8513\u5ef6\uff0c\u4e1c\u6d77\u8bc1\u5238\u8868\u793a\u4eca\u5e74\u4e0a\u534a\u5e74\u9ad8\u51e0\u7387\u5ef6\u7eed\u9ad8\u589e\u957f\u8d8b\u52bf\u3002<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:heading -->\n<h2 class=\"wp-block-heading\"><strong>6. <strong>\u5185\u5b58\u77ed\u7f3a\uff0c\u667a\u80fd\u624b\u673a\u51fa\u8d27\u4f30\u5e74\u51cf12%<\/strong><\/strong><\/h2>\n<!-- \/wp:heading -->\n\n<!-- wp:paragraph -->\n<p>3\u67083\u65e5\uff0c\u5de5\u5546\u65f6\u62a5\u62a5\u9053\uff0cCounterpoint 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