{"id":3426,"date":"2026-08-24T14:54:46","date_gmt":"2026-08-24T06:54:46","guid":{"rendered":"https:\/\/depend-ele.com\/?p=3426"},"modified":"2026-08-24T14:54:49","modified_gmt":"2026-08-24T06:54:49","slug":"%e4%b8%80%e5%91%a8%e8%8a%af%e9%97%bb%e4%b8%a8nand-q2%e8%90%a5%e6%94%b6%e6%9a%b4%e5%a2%9e77%ef%bc%8cai-ssd%e6%88%90%e4%b8%bb%e5%8a%9b%ef%bc%9badi-9%e6%9c%88%e5%85%a8%e7%b3%bb%e6%b6%a8","status":"publish","type":"post","link":"https:\/\/depend-ele.com\/zh\/%e4%b8%80%e5%91%a8%e8%8a%af%e9%97%bb%e4%b8%a8nand-q2%e8%90%a5%e6%94%b6%e6%9a%b4%e5%a2%9e77%ef%bc%8cai-ssd%e6%88%90%e4%b8%bb%e5%8a%9b%ef%bc%9badi-9%e6%9c%88%e5%85%a8%e7%b3%bb%e6%b6%a8\/","title":{"rendered":"\u4e00\u5468\u201c\u82af\u95fb\u201d\u4e28NAND Q2\u8425\u6536\u66b4\u589e77%\uff0cAI SSD\u6210\u4e3b\u529b\uff1bADI 9\u6708\u5168\u7cfb\u6da8\u4ef7\uff0c\u9700\u6c42\u6210\u672c\u53cc\u538b..."},"content":{"rendered":"<!-- wp:paragraph -->\n<p>2026\u5e7408\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\u805a\u7126AI\u670d\u52a1\u5668\u9a71\u52a8\u7684NAND\u8425\u6536\u66b4\u6da8\u3001\u65e5\u672c\u82af\u7247\u51fa\u53e3\u521b\u7eaa\u5f55\uff0c\u53caADI\u65b0\u4e00\u8f6e\u6da8\u4ef7\uff1b\u7ec8\u7aefPC\u9700\u6c42\u75b2\u5f31\uff0c\u4f46AI\u7b97\u529b\u4e0e\u6269\u4ea7\u6295\u8d44\u6301\u7eed\u4e3b\u5bfc\u4ea7\u4e1a\u65b9\u5411\uff0c\u4f9b\u9700\u7ed3\u6784\u5206\u5316\u660e\u663e\u3002<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:heading -->\n<h2 class=\"wp-block-heading\"><strong>1.\u00a0<strong><strong><strong><strong><strong><strong><strong><strong><strong>NAND Flash Q2\u8425\u6536\u5b63\u589e77%<\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/h2>\n<!-- \/wp:heading -->\n\n<!-- wp:paragraph -->\n<p>8\u670819\u65e5\uff0cTrendForce\u6570\u636e\u663e\u793a\uff0c\u5168\u7403\u524d\u4e94\u5927NAND Flash\u4f9b\u5e94\u5546Q2\u5408\u8ba1\u8425\u6536\u8fbe688.7\u4ebf\u7f8e\u5143\uff0c\u5b63\u589e77%\uff0c\u4e3b\u56e0AI\u670d\u52a1\u5668\u4f01\u4e1a\u7ea7SSD\u9700\u6c42\u65fa\u76db\u53ca\u5747\u4ef7\u5927\u5e45\u62c9\u5347\u3002\u4e09\u661f\u8425\u6536230.6\u4ebf\u5c45\u9996\uff0cSK\u6d77\u529b\u58eb\uff08\u542bSolidigm\uff09\u5b63\u589e89.5%\uff0c\u7f8e\u5149\u8fd1\u4e4e\u7ffb\u500d\u3002Q3\u667a\u80fd\u624b\u673a\u3001PC\u9700\u6c42\u75b2\u5f31\uff0c\u4f46AI\u670d\u52a1\u5668\u4f01\u4e1a\u7ea7SSD\u6599\u6301\u7eed\u5f3a\u52b2\uff0c\u65b0\u589e\u4ea7\u80fd\u6709\u9650\uff0c\u6da8\u4ef7\u8d8b\u52bf\u53ef\u671b\u5ef6\u7eed\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>\u65e5\u672c\u82af\u7247\u51fa\u53e3\u5927\u5e45\u589e\u957f\uff0c7\u6708\u51fa\u53e3\u603b\u989d\u521b\u5386\u53f2\u65b0\u9ad8<\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/h2>\n<!-- \/wp:heading -->\n\n<!-- wp:paragraph -->\n<p>8\u670820\u65e5\uff0c\u65e5\u672c\u8d22\u52a1\u7701\u6570\u636e\u663e\u793a\uff0c7\u6708\u534a\u5bfc\u4f53\u7b49\u7535\u5b50\u5143\u4ef6\u51fa\u53e3\u5e74\u589e49.1%\uff0c\u534a\u5bfc\u4f53\u5236\u9020\u8bbe\u5907\u51fa\u53e3\u5e74\u589e40.9%\uff0c\u5e26\u52a8\u603b\u51fa\u53e3\u989d\u8fbe11.51\u4e07\u4ebf\u65e5\u5143\uff0c\u5e74\u589e23.2%\uff0c\u521b\u5355\u6708\u65b0\u9ad8\u3002\u5bf9\u534e\u51fa\u53e3\u589e\u957f25.8%\uff0c\u8fde\u7eed\u4e94\u4e2a\u6708\u6b63\u589e\u957f\uff0c\u534a\u5bfc\u4f53\u4ea7\u54c1\u4e3a\u91cd\u8981\u9a71\u52a8\u529b\u3002\u540c\u671f\u534a\u5bfc\u4f53\u8fdb\u53e3\u4ea6\u5927\u589e79.7%\uff0c\u53cd\u6620\u65e5\u672c\u82af\u7247\u76f8\u5173\u8d38\u6613\u53cc\u5411\u9700\u6c42\u7686\u5f3a\u52b2\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>ADI\u62df9\u6708\u542f\u52a8\u65b0\u4e00\u8f6e\u4ef7\u683c\u8c03\u6574\uff0c\u9700\u6c42\u53ca\u6210\u672c\u53cc\u538b\u63a8\u52a8<\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/h2>\n<!-- \/wp:heading -->\n\n<!-- wp:paragraph -->\n<p>8\u670818\u65e5\uff0cAnalog Devices\u5411\u5ba2\u6237\u53d1\u51fa\u901a\u77e5\uff0c\u5c06\u4e8e9\u670813\u65e5\u8d77\u8c03\u6574\u5168\u4ea7\u54c1\u7ebf\u5b9a\u4ef7\uff0c\u5177\u4f53\u5e45\u5ea6\u56e0\u4ea7\u54c1\u53ca\u5ba2\u6237\u800c\u5f02\uff0c\u4e3b\u56e0\u9700\u6c42\u589e\u5f3a\u3001\u4f9b\u5e94\u7d27\u5f20\u53ca\u901a\u80c0\u4e0e\u5236\u9020\u6210\u672c\u6301\u7eed\u6500\u5347\u3002\u6b64\u524d7\u6708\u90e8\u5206\u4ea7\u54c1\u4ea4\u671f\u5df2\u62c9\u957f\u81f36\u4e2a\u6708\u3002ADI\u4e0a\u5b63\u8425\u6536\u521b36.2\u4ebf\u7f8e\u5143\u65b0\u9ad8\uff0c\u5e74\u589e37%\uff0c\u5de5\u4e1a\u3001\u6c7d\u8f66\u53ca\u901a\u8bafB2B\u8ba2\u5355\u540c\u521b\u7eaa\u5f55\u3002\u516c\u53f8\u6b63\u6269\u589e\u5185\u5916\u4ea7\u80fd\u4ee5\u652f\u6491\u51fa\u8d27\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><strong><strong><strong><strong><strong><strong><strong><strong><strong><strong><strong>DRAM\u6269\u4ea7\u52a0\u7801\uff0c\u5357\u4e9a\u79d1\u542f\u52a85A\u5382<\/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>8\u67086\u65e5\uff0c\u636e\u591a\u5bb6\u53f0\u5a92\u62a5\u9053\uff0c\u5357\u4e9a\u79d1\u5ba3\u5e03\u4e0a\u8c032026\u5e74\u8d44\u672c\u652f\u51fa\u81f3697\u4ebf\u5143\u65b0\u53f0\u5e01\uff08\u539f520\u4ebf\uff09\uff0c\u5e76\u89c4\u52122026~2029\u5e74\u6295\u5165\u6700\u9ad83466\u4ebf\u5143\u5efa\u8bbe5A\u65b0\u5382\uff0c\u4e3a\u53f2\u4e0a\u6700\u5927\u6295\u8d44\u3002\u65b0\u5382\u5bfc\u5165EUV\uff0c\u805a\u712610\u7eb3\u7c73\u7ea7DRAM\uff0c\u9884\u8ba12027\u4e0b\u534a\u5e74\u6295\u7247\uff0c2029\u5e74\u6708\u4ea7\u80fd\u8fbe3.59\u4e07\u7247\u3002\u6269\u4ea7\u4e3b\u56e0AI\u670d\u52a1\u5668\u9700\u6c42\uff0c\u4f46\u5168\u7403\u5382\u5546\u540c\u6b65\u6269\u4ea7\uff0c2027\u5e74\u540e\u65b0\u589e\u4ea7\u80fd\u6216\u52a0\u5267\u4f9b\u9700\u535a\u5f08\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>\u5b8f\u57fa\u975ePC\u4e1a\u52a1\u52a9\u653b\u8425\u8fd0\uff0c\u9648\u4fca\u5723\u770b\u597dAI\u3001\u667a\u6167\u5bb6\u7535\u4e3b\u5bfc\u672a\u6765<\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/h2>\n<!-- \/wp:heading -->\n\n<!-- wp:paragraph -->\n<p>8\u670818\u65e5\uff0c\u5b8f\u57fa\u6cd5\u8bf4\u4f1a\u516c\u5e03Q2\u7a0e\u540e\u7eaf\u76ca21.72\u4ebf\u5143\uff0c\u5b63\u589e209%\u3001\u5e74\u589e100%\uff0c\u521b\u75ab\u60c5\u540e\u5355\u5b63\u65b0\u9ad8\uff0cEPS 0.72\u5143\u3002\u8463\u4e8b\u957f\u9648\u4fca\u5723\u8868\u793a\uff0c\u672a\u6765\u52a8\u80fd\u7531AI\u3001\u667a\u6167\u5bb6\u7535\u7b49\u975ePC\u53ca\u663e\u793a\u5668\u4e1a\u52a1\u4e3b\u5bfc\uff0c\u5b89\u56fe\u65af\u7b49\u65b0\u4e8b\u4e1a\u867d\u8425\u6536\u5360\u6bd4\u7ea635%\uff0c\u83b7\u5229\u8d21\u732e\u4f30\u8fbe\u516d\u81f3\u4e03\u6210\u3002PC\u65b9\u9762\uff0cDRAM\/SSD\u6da8\u4ef7\u949d\u5316\uff0c\u51fa\u8d27\u91cf\u4e0b\u534a\u5e74\u4f30\u51cf\u4e24\u6210\uff0c\u4f46\u5355\u4ef7\u63d0\u5347\u4e0b\u8425\u6536\u53ef\u671b\u6301\u5e73\u4e0a\u534a\u5e74\u3002<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:heading -->\n<h2 class=\"wp-block-heading\"><strong>6. <strong><strong><strong><strong><strong><strong><strong><strong><strong><strong><strong><strong><strong><strong>\u534e\u7855\u6253\u9020\u6843\u56edAI LAB\uff0c\u52a9\u653b\u4f3a\u670d\u5668\u5f2f\u9053\u8d85\u8f66<\/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>8\u670821\u65e5\uff0c\u534e\u7855\u5728\u6843\u56ed\u82a6\u7af9\u8bbe\u7acbAI LAB\u79d8\u5bc6\u57fa\u5730\uff0c\u914d\u7f6e\u6570\u5341\u4eba\u7814\u53d1\u6d4b\u8bd5\u56e2\u961f\uff0c\u501f\u52a9\u6574\u67dc\u6d4b\u8bd5\u73af\u5883\u53ca\u81ea\u52a8\u5316\u90e8\u7f72\u5de5\u5177\uff0c\u5c06\u9a8c\u8bc1\u65f6\u95f4\u4ece\u6570\u5c0f\u65f6\u7f29\u77ed\u81f330\u5206\u949f\uff0c\u5927\u5e45\u63d0\u5347\u4ea7\u54c1\u9a8c\u8bc1\u53ca\u5ba2\u6237\u7b97\u529b\u4e0a\u7ebf\u6548\u7387\u3002\u53d7\u6b64\u52a9\u653b\uff0c\u534e\u7855\u4eca\u5e74AI\u4f3a\u670d\u5668\u8425\u6536\u6210\u957f\u76ee\u6807\u7531\u539f\u8ba2100%\u4e0a\u8c03\u81f3150%\u3002<\/p>\n<!-- \/wp:paragraph -->","protected":false},"excerpt":{"rendered":"\u805a\u7126AI\u670d\u52a1\u5668\u9a71\u52a8\u7684NAND\u8425\u6536\u66b4\u6da8\u3001\u65e5\u672c\u82af\u7247\u51fa\u53e3\u521b\u7eaa\u5f55\uff0c\u53caADI\u65b0\u4e00\u8f6e\u6da8\u4ef7\uff1b\u7ec8\u7aefPC\u9700\u6c42\u75b2\u5f31\uff0c\u4f46AI\u7b97\u529b\u4e0e\u6269\u4ea7\u6295\u8d44\u6301\u7eed\u4e3b\u5bfc\u4ea7\u4e1a\u65b9\u5411\uff0c\u4f9b\u9700\u7ed3\u6784\u5206\u5316\u660e\u663e\u3002","protected":false},"author":3,"featured_media":3427,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"inline_featured_image":false,"footnotes":""},"categories":[7],"tags":[367,322],"class_list":["post-3426","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-news","tag-367","tag-322"],"_links":{"self":[{"href":"https:\/\/depend-ele.com\/zh\/wp-json\/wp\/v2\/posts\/3426","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/depend-ele.com\/zh\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/depend-ele.com\/zh\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/depend-ele.com\/zh\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/depend-ele.com\/zh\/wp-json\/wp\/v2\/comments?post=3426"}],"version-history":[{"count":1,"href":"https:\/\/depend-ele.com\/zh\/wp-json\/wp\/v2\/posts\/3426\/revisions"}],"predecessor-version":[{"id":3428,"href":"https:\/\/depend-ele.com\/zh\/wp-json\/wp\/v2\/posts\/3426\/revisions\/3428"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/depend-ele.com\/zh\/wp-json\/wp\/v2\/media\/3427"}],"wp:attachment":[{"href":"https:\/\/depend-ele.com\/zh\/wp-json\/wp\/v2\/media?parent=3426"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/depend-ele.com\/zh\/wp-json\/wp\/v2\/categories?post=3426"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/depend-ele.com\/zh\/wp-json\/wp\/v2\/tags?post=3426"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}