{"id":3446,"date":"2026-09-21T14:59:51","date_gmt":"2026-09-21T06:59:51","guid":{"rendered":"https:\/\/depend-ele.com\/?p=3446"},"modified":"2026-09-21T14:59:53","modified_gmt":"2026-09-21T06:59:53","slug":"%e4%b8%80%e5%91%a8%e8%8a%af%e9%97%bb%e4%b8%a8q2%e5%8d%8a%e5%af%bc%e4%bd%93%e8%90%a5%e6%94%b6%e5%88%9b%e7%ba%aa%e5%bd%95%ef%bc%8cnor%e4%bc%b0%e6%b6%a8%e4%b8%80%e5%80%8d%ef%bc%9b","status":"publish","type":"post","link":"https:\/\/depend-ele.com\/zh\/%e4%b8%80%e5%91%a8%e8%8a%af%e9%97%bb%e4%b8%a8q2%e5%8d%8a%e5%af%bc%e4%bd%93%e8%90%a5%e6%94%b6%e5%88%9b%e7%ba%aa%e5%bd%95%ef%bc%8cnor%e4%bc%b0%e6%b6%a8%e4%b8%80%e5%80%8d%ef%bc%9b\/","title":{"rendered":"\u4e00\u5468\u201c\u82af\u95fb\u201d\u4e28Q2\u534a\u5bfc\u4f53\u8425\u6536\u521b\u7eaa\u5f55\uff0cNOR\u4f30\u6da8\u4e00\u500d\uff1b\u82f9\u679c\u91cd\u8fd4\u670d\u52a1\u5668\uff0c\u9e3f\u6d77\u6709\u671b\u8fce\u5927\u5355..."},"content":{"rendered":"\n

2026\u5e7409\u670821\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\u6301\u7eed\u63a8\u5347\u5168\u7403\u534a\u5bfc\u4f53\u8425\u6536\u521b\u7eaa\u5f55\uff0c\u5b58\u50a8\u4e0eNOR\u4f9b\u4e0d\u5e94\u6c42\u6da8\u4ef7\uff0c\u539f\u5382\u52a0\u901f\u59d4\u5916\u3001\u51fa\u552e\u4e0e\u91cd\u7ec4\uff0cCPU\u53ca\u670d\u52a1\u5668\u5e02\u573a\u8fce\u65b0\u53d8\u5c40\u3002<\/p>\n\n\n\n

1.\u00a0Omdia\uff1aQ2\u5168\u7403\u534a\u5bfc\u4f53\u8425\u6536\u8d854250\u4ebf\u7f8e\u5143\uff0c\u5b63\u589e31.4%\u521b\u7eaa\u5f55<\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/h2>\n\n\n\n

9\u670815\u65e5\uff0c\u636eOmdia\u6570\u636e\uff0c2026\u5e74Q2\u5168\u7403\u534a\u5bfc\u4f53\u8425\u6536\u8fbe4250\u4ebf\u7f8e\u5143\uff0c\u5b63\u589e31.4%\uff0c\u8d85\u8d8aQ1\u768429.2%\u521b\u5386\u53f2\u65b0\u9ad8\uff0c\u4e0a\u534a\u5e74\u5408\u8ba17520\u4ebf\u7f8e\u5143\u3002\u5b58\u50a8\u4e3a\u6700\u5927\u9a71\u52a8\u529b\uff0cDRAM\u3001NAND\u3001NOR\u540c\u6b65\u8d70\u5f3a\uff0cHBM\u7b49\u9ad8\u6027\u80fd\u4ea7\u54c1\u9700\u6c42\u968fAI\u670d\u52a1\u5668\u90e8\u7f72\u6301\u7eed\u6500\u5347\uff0c\u5b58\u50a8IC\u5360\u534a\u5bfc\u4f53\u603b\u8425\u6536\u8fc7\u534a\u3002<\/p>\n\n\n\n

\u975e\u5b58\u50a8\u4ea6\u5b63\u589e\u8d8510%\uff0c\u8fdc\u9ad8\u4e8e\u5386\u53f2\u540c\u671f\u7ea63%\u7684\u5b63\u8282\u6027\u6c34\u5e73\u3002Omdia\u6307\u51fa\uff0c\u81ea2002\u5e74\u7edf\u8ba1\u4ee5\u676597\u4e2a\u5b63\u5ea6\u4e2d\u4ec510\u6b21\u5b63\u589e\u8d8510%\uff0c\u800c2025\u5e74Q3\u8d77\u5df2\u8fde\u7eed\u56db\u5b63\u53cc\u4f4d\u6570\u589e\u957f\uff0c\u9884\u8ba1Q3\u5728AI\u8fd0\u7b97\u4e0e\u5b58\u50a8\u5f3a\u52bf\u4e0b\u8d8b\u52bf\u5ef6\u7eed\u3002<\/p>\n\n\n\n

2. \u9ad8\u5bb9\u91cfNOR\u4e0b\u534a\u5e74\u4f30\u6da8\u4e00\u500d<\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/h2>\n\n\n\n

9\u670817\u65e5\uff0c\u636e\u5de5\u5546\u65f6\u62a5\u62a5\u9053\uff0cTrendForce\u6307\u51fa\uff0cAI\u9700\u6c42\u6392\u6324\u4ea7\u80fd\uff0c256Mb\u4ee5\u4e0a\u9ad8\u5bb9\u91cfNOR Flash\u4f9b\u9700\u5403\u7d27\uff0c\u9884\u4f302026\u4e0b\u534a\u5e74\u5747\u4ef7\u6da890%~110%\u3002\u4e0a\u534a\u5e74NOR\u5408\u7ea6\u4ef7\u5df2\u7d2f\u8ba1\u6da8100%~120%\uff0c\u4e0b\u534a\u5e74\u4f9d\u5bb9\u91cf\u5206\u5316\uff1a\u9ad8\u5bb9\u91cf\u56e0AI\u670d\u52a1\u5668\u3001\u8f66\u7528\u9700\u6c42\u5f3a\u52b2\uff0c\u6da8\u5e45\u8fbe90%~110%\uff1b128Mb\u4ee5\u4e0b\u56e0\u9646\u5382\u4ea7\u80fd\u91ca\u653e\uff0cQ4\u6da8\u5e45\u6536\u655b\u81f310%~20%\u3002<\/p>\n\n\n\n

AI\u670d\u52a1\u5668\u5355\u673aNOR\u7528\u91cf\u4e3a\u4f20\u7edf\u670d\u52a1\u56683~5\u500d\uff0cRetimer\u4ea6\u9700\u72ec\u7acbNOR\uff0c\u63a8\u5347\u9ad8\u5bb9\u91cf\u53caOctal SPI NOR\u9700\u6c42\u3002\u534e\u90a6\u7535\u5e02\u5360\u7b2c\u4e00\uff0c45nm NOR\u653e\u91cf\u3001\u5236\u7a0b\u5f8025\/20nm\u5fae\u7f29\uff0c\u4f46\u65b0\u4ea7\u80fd\u77ed\u671f\u96be\u89e3\u7f3a\u53e3\u3002<\/strong><\/p>\n\n\n\n

3. \u4e09\u661f\u62df\u6269\u5927\u5b58\u50a8\u6a21\u7ec4\u59d4\u5916\uff0c\u521b\u89c1\u3001\u5b87\u77bb\u593a\u5355\u547c\u58f0\u9ad8<\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/h2>\n\n\n\n

9\u670817\u65e5\uff0c\u636e\u7ecf\u6d4e\u65e5\u62a5\u62a5\u9053\uff0c\u4e09\u661f\u4e3a\u96c6\u4e2d\u8d44\u6e90\u51b2\u523aHBM\uff0c\u62df\u5c06DDR5\u6a21\u7ec4\u53caSSD\u65b0\u589e\u4ea7\u80fd\u59d4\u5916\u751f\u4ea7\uff0c\u5929\u5b89\u3001\u6e29\u9633\u5382\u533a\u4f18\u5148\u914d\u7f6eHBM\u5148\u8fdb\u5c01\u88c5\uff0c\u5e76\u50ac\u4fc3\u5408\u4f5c\u5382\u63d0\u524d\u6269\u4ea7\u3002<\/p>\n\n\n\n

\u53f0\u5382\u521b\u89c1\u3001\u5b87\u77bb\u593a\u5355\u547c\u58f0\u6700\u9ad8\u3002\u521b\u89c1\u4e0e\u4e09\u661f\u5408\u4f5c\u903e\u5341\u5e74\uff0c\u62e5\u6709SMT\u4ea7\u7ebf\u53ca\u6a21\u7ec4\u5236\u9020\u80fd\u529b\uff1b\u5b87\u77bb\u5c06\u4e09\u661f\u5217\u4e3a\u4e3b\u8981\u539f\u6599\u4f9b\u5e94\u5546\u3002\u6cd5\u4eba\u8ba4\u4e3a\uff0c\u53f0\u5382\u82e5\u627f\u63a5\u8ba2\u5355\uff0c\u9664\u589e\u6dfb\u8425\u6536\uff0c\u66f4\u53ef\u6df1\u5316\u4e0e\u539f\u5382\u5408\u4f5c\u3001\u5de9\u56fa\u6599\u6e90\uff0c\u5728\u7f3a\u8d27\u5e02\u51b5\u4e0b\u5f3a\u5316\u5ba2\u6237\u9ecf\u7740\u5ea6\u3002<\/p>\n\n\n\n

4. \u82f1\u98de\u51cc\u51fa\u552eNOR Flash\u4e1a\u52a1\uff0c\u534e\u90a611.2\u4ebf\u7f8e\u5143\u63a5\u624b<\/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

9\u670817\u65e5\uff0c\u636eSemiMedia\u62a5\u9053\uff0c\u82f1\u98de\u51cc\u5df2\u4e0e\u534e\u90a6\u7535\u5b50\u7b7e\u7f72\u6700\u7ec8\u534f\u8bae\uff0c\u4ee511.2\u4ebf\u7f8e\u5143\u73b0\u91d1\u51fa\u552e\u5176NOR Flash\u548cF-RAM\u4e1a\u52a1\uff0c\u4ea4\u6613\u9884\u8ba12027\u5e74\u4e0b\u534a\u5e74\u5b8c\u6210\uff0c\u9700\u76d1\u7ba1\u6279\u51c6\u3002\u534e\u90a6\u5c06\u6536\u8d2d100%\u4e1a\u52a1\uff0c\u603b\u90e8\u8bbe\u4e8e\u7845\u8c37\u5e76\u66f4\u540d\u4e3aSpansion\uff0c\u62d3\u5c55\u6c7d\u8f66\u3001\u5de5\u4e1a\u53ca\u57fa\u7840\u8bbe\u65bd\u5b58\u50a8\u5668\u5e02\u573a\u3002\u82f1\u98de\u51cc\u4fdd\u7559SRAM\u3001HYPERRAM\u7b49\u7279\u79cd\u5b58\u50a8\u5668\uff0c\u672a\u6765\u805a\u7126\u6838\u5fc3\u589e\u957f\u9886\u57df\u3002<\/p>\n\n\n\n

5. AI\u4ee3\u7406\u9a71\u52a8CPU\u9700\u6c42\u6fc0\u589e<\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/h2>\n\n\n\n

9\u670817\u65e5\uff0c\u636e\u5de5\u5546\u65f6\u62a5\u62a5\u9053\uff0c\u82f1\u7279\u5c14CEO\u9648\u7acb\u6b66\u8868\u793a\uff0cAI\u4ee3\u7406\u5feb\u901f\u666e\u53ca\u5e26\u52a8CPU\u9700\u6c42\u6fc0\u589e\uff0c\u516c\u53f8\u76ee\u524d\u4ec5\u80fd\u6ee1\u8db3\u524d\u6cbf\u5ba2\u6237\u7ea650%\u9700\u6c42\uff0c\u591a\u5bb6\u79d1\u6280\u5de8\u5934CEO\u4eb2\u81ea\u81f4\u7535\u8981\u6c42\u589e\u52a0\u4f9b\u8d27\uff0c\u4f46\u53d7\u4ea7\u80fd\u9650\u5236\u53ea\u80fd\u81f4\u6b49\u3002<\/p>\n\n\n\n

AI\u4ece\u8bad\u7ec3\u8f6c\u5411\u63a8\u7406\uff0cCPU\u5728\u7f16\u6392\u3001\u63a7\u5236\u53ca\u591a\u7ebf\u7a0b\u8c03\u5ea6\u4e2d\u89d2\u8272\u65e5\u91cd\u3002\u5236\u7a0b\u65b9\u9762\uff0c18A\u5df2\u5168\u9762\u91cf\u4ea7\uff0c14A\u9884\u8ba1\u660e\u5e74Q1\u6295\u4ea7\uff0c\u826f\u7387\u5e74\u63d0\u5347\u7ea67%\u3002\u53e6\u636e\u8def\u900f16\u65e5\u62a5\u9053\uff0cSK\u6d77\u529b\u58eb\u6b63\u4e0e\u82f1\u7279\u5c14\u6d3d\u8c08\u5728\u7f8e\u751f\u4ea7\u5b58\u50a8\uff0c\u53ef\u80fd\u79df\u7528\u82f1\u7279\u5c14\u4fc4\u4ea5\u4fc4\u5dde\u4ea7\u80fd\u6216\u6210\u7acb\u5408\u8d44\u4f01\u4e1a\uff0c\u4ee5\u9501\u5b9aAI\u7528\u5b58\u50a8\u4f9b\u5e94\u3002<\/p>\n\n\n\n

6. \u82f9\u679c\u4f20\u91cd\u8fd4\u670d\u52a1\u5668\u5e02\u573a\uff0c\u9e3f\u6d77\u6709\u671b\u8fce\u5927\u5355<\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/h2>\n\n\n\n

9\u670818\u65e5\uff0c\u636e\u7ecf\u6d4e\u65e5\u62a5\u62a5\u9053\uff0c\u5916\u7535\u79f0\u82f9\u679c\u8ba1\u5212\u63a8\u51faAI\u63a8\u7406\u670d\u52a1\u5668\uff0c\u91cd\u8fd4\u670d\u52a1\u5668\u5e02\u573a\uff0c\u53ef\u80fd\u91c7\u7528\u82f1\u4f1f\u8fbeNVLink Fusion\u4e92\u8fde\u6280\u672f\uff0c\u642d\u8f7d\u81ea\u7814M8 Ultra\u82af\u7247\uff0c\u4ea7\u54c1\u9884\u8ba12029\u5e74\u4e0a\u5e02\u3002\u82f9\u679c\u7ea615\u5e74\u524d\u505c\u4ea7Xserve\u9000\u51fa\u8be5\u4e1a\u52a1\u3002\u6cd5\u4eba\u770b\u597d\u9e3f\u6d77\u4e3a\u82f9\u679c\u6700\u91cd\u8981\u7ec4\u88c5\u4f19\u4f34\u53caNVLink\u4ea4\u6362\u673a\u4e3b\u8981\u4ee3\u5de5\u5382\uff0c\u6709\u671b\u53d7\u60e0\u5927\u5355\u3002\u9e3f\u6d77\u4f11\u58eb\u987f\u5382\u533a\u5df2\u7ec4\u88c5\u82f9\u679cAI\u670d\u52a1\u5668\uff0c\u6bcf\u5c0f\u65f6\u7ea610\u53f0\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"Q2\u534a\u5bfc\u4f53\u8425\u6536\u521b\u7eaa\u5f55\uff0cNOR\u4f30\u6da8\u4e00\u500d\uff0c\u82f9\u679c\u91cd\u8fd4\u670d\u52a1\u5668\u3002","protected":false},"author":3,"featured_media":3448,"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-3446","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\/3446","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=3446"}],"version-history":[{"count":1,"href":"https:\/\/depend-ele.com\/zh\/wp-json\/wp\/v2\/posts\/3446\/revisions"}],"predecessor-version":[{"id":3449,"href":"https:\/\/depend-ele.com\/zh\/wp-json\/wp\/v2\/posts\/3446\/revisions\/3449"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/depend-ele.com\/zh\/wp-json\/wp\/v2\/media\/3448"}],"wp:attachment":[{"href":"https:\/\/depend-ele.com\/zh\/wp-json\/wp\/v2\/media?parent=3446"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/depend-ele.com\/zh\/wp-json\/wp\/v2\/categories?post=3446"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/depend-ele.com\/zh\/wp-json\/wp\/v2\/tags?post=3446"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}