{"id":6060,"date":"2026-06-02T08:17:08","date_gmt":"2026-06-02T00:17:08","guid":{"rendered":"https:\/\/www.dimdeep.com\/?p=6060"},"modified":"2026-06-02T08:17:08","modified_gmt":"2026-06-02T00:17:08","slug":"%e5%8d%8e%e5%b0%94%e8%a1%97%e9%a1%b6%e5%b0%96%e5%9f%ba%e9%87%91%e7%bb%8f%e7%90%86%ef%bc%9a%e5%86%85%e5%ad%98%e8%8a%af%e7%89%87%e4%be%9b%e5%ba%94%e7%9f%ad%e7%bc%ba%e4%b8%8b-sk%e6%b5%b7%e5%8a%9b","status":"publish","type":"post","link":"https:\/\/www.dimdeep.com\/?p=6060","title":{"rendered":"\u534e\u5c14\u8857\u9876\u5c16\u57fa\u91d1\u7ecf\u7406\uff1a\u5185\u5b58\u82af\u7247\u4f9b\u5e94\u77ed\u7f3a\u4e0b SK\u6d77\u529b\u58eb\u5c06\u7ee7\u7eed\u53d7\u76ca"},"content":{"rendered":"

\u8d22\u8054\u793e6\u67081\u65e5\u8baf\uff08\u5b9e\u4e60\u7f16\u8f91 \u674e\u83b9\/\u7f16\u8f91 \u9f50\u7075\uff09<\/strong>\u5c3d\u7ba1\u5f53\u524d\u534a\u5bfc\u4f53\u677f\u5757\u7531\u4e8e\u4f30\u503c\u6b65\u5165\u9ad8\u4f4d\u800c\u9762\u4e34\u5e02\u573a\u7684\u8c28\u614e\u5173\u6ce8\uff0c\u4f46\u534e\u5c14\u8857\u9876\u5c16\u79d1\u6280\u57fa\u91d1\u4f9d\u7136\u9009\u62e9\u7528\u771f\u91d1\u767d\u94f6\u4e3a\u5b58\u50a8\u8d5b\u9053\u6295\u4e0b\u8d5e\u6210\u7968\u3002<\/p>\n

\u7f8e\u56fd\u9a8f\u5229\u4ea8\u5fb7\u68ee\u6295\u8d44\u65d7\u4e0b\u201c\u5168\u7403\u79d1\u6280\u9886\u8896\u57fa\u91d1\u201d\uff0c\u8ba1\u5212\u4e70\u5165SK\u6d77\u529b\u58eb\u516c\u53f8\uff08SK Hynix Inc.\uff09\u7684\u80a1\u7968\u3002<\/strong>\u8be5\u57fa\u91d1\u62bc\u6ce8\u5168\u7403\u5185\u5b58\u82af\u7247\u4f9b\u5e94\u7684\u8fdb\u4e00\u6b65\u6536\u7d27\uff0c\u5c06\u8ba9\u8fd9\u5bb6\u5168\u7403\u5185\u5b58\u82af\u7247\u5236\u9020\u9f99\u5934\u4f01\u4e1a\u5728\u8fc7\u53bb\u4e00\u5e74\u66b4\u6da81000%\u7684\u57fa\u7840\u4e0a\u7ee7\u7eed\u53d7\u76ca\u3002<\/p>\n

\u8be5\u57fa\u91d1\u7684\u8054\u5e2d\u57fa\u91d1\u7ecf\u7406Richard Clode\u8868\u793a\uff0cSK\u6d77\u529b\u58eb\u5728\u9ad8\u5e26\u5bbd\u5185\u5b58\uff08HBM\uff09\u82af\u7247\u5168\u7403\u5e02\u573a\u4e0a\u7684\u4e3b\u5bfc\u5730\u4f4d\uff0c\u610f\u5473\u7740\u5b83\u5728\u660e\u5e74\u53ef\u80fd\u4f1a\u51fa\u73b0\u201c\u66f4\u5177\u7206\u53d1\u529b\u7684\u4e1a\u7ee9\u589e\u957f\u201d\u3002<\/p>\n

\u5c4a\u65f6\uff0c\u6b64\u524d\u7b7e\u7f72\u7684\u591a\u5e74\u5ea6\u4f9b\u5e94\u5408\u540c\uff0c\u53ef\u80fd\u4f1a\u5728\u66f4\u9ad8\u7684\u4ef7\u683c\u6c34\u5e73\u4e0a\u91cd\u65b0\u5b9a\u4ef7\u3002<\/p>\n

\u5168\u7403\u79d1\u6280\u9886\u8896\u57fa\u91d1\u76ee\u524d\u7ba1\u7406\u8d44\u4ea7\u89c4\u6a21\u8fbe83\u4ebf\u7f8e\u5143\uff0c\u4eca\u5e74\u8dd1\u8d62\u4e8696%\u7684\u540c\u7c7b\u57fa\u91d1\uff0c\u8fc7\u53bb\u4e09\u5e74\u7684\u56de\u62a5\u7387\u8fbe\u5230\u4e8636%\u3002\u76ee\u524d\uff0c\u8be5\u57fa\u91d1\u6301\u6709SK\u6d77\u529b\u58eb\u7684\u540c\u884c\u2014\u2014\u7f8e\u56fd\u5185\u5b58\u82af\u7247\u5236\u9020\u5546\u7f8e\u5149\u79d1\u6280\u548c\u95ea\u8fea\u7684\u80a1\u7968\u3002<\/p>\n

Clode\u8868\u793a\uff1a<\/p>\n

\u201c\u76ee\u524d\uff0c\u5927\u591a\u6570\u4eba\u8ba4\u4e3a\uff0c\u4eca\u5e74\u7684\u4f9b\u5e94\u77ed\u7f3a\u5728\u660e\u5e74\u4f1a\u53d8\u5f97\u66f4\u52a0\u4e25\u91cd\u3002\u201d<\/p><\/blockquote>\n

\u201c\u8fd9\u5c31\u662f\u4e3a\u4ec0\u4e48\u5ba2\u6237\u613f\u610f\u63a5\u53d7\u5728\u5916\u754c\u770b\u6765\u5982\u6b64\u6781\u4e3a\u4e25\u82db\u7684\u6761\u6b3e\uff0c\u5e76\u7b7e\u7f72\u8fd9\u4e9b\u957f\u671f\u5408\u540c\u3002\u201d<\/p><\/blockquote>\n

\u8eab\u5904\u5168\u7403AI\u57fa\u7840\u8bbe\u65bd\u7684\u201c\u54bd\u5589\u8981\u9053\u201d\uff0cSK\u6d77\u529b\u58eb\u53ca\u5176\u7ade\u4e89\u5bf9\u624b\u7f8e\u5149\u548c\u4e09\u661f\u7535\u5b50\u4e09\u5927\u5de8\u5934\uff0c\u76ee\u524d\u7684\u5e02\u503c\u90fd\u5df2\u8d85\u8fc71\u4e07\u4ebf\u7f8e\u5143\u3002<\/p>\n

2023\u5e74\u5b58\u50a8\u82af\u7247\u884c\u4e1a\u906d\u9047\u5de8\u4e8f\uff0c\u5404\u5927\u5382\u5546\u7f29\u51cf\u5f00\u652f\u3001\u6682\u7f13\u5efa\u5382\uff0c\u4ea7\u80fd\u6062\u590d\u9700\u4e24\u4e09\u5e74\u3002\u968f\u7740\u5f53\u524d\u5e02\u573a\u5b58\u50a8\u82af\u7247\u4f9b\u5e94\u7d27\u7f3a\uff0c\u5fae\u8f6f\u3001\u8c37\u6b4c\u7b49\u4e91\u5de8\u5934\u7eb7\u7eb7\u4e0e\u8fd9\u4e09\u5927\u5382\u5546\u7b7e\u8ba2\u957f\u671f\u4f9b\u8d27\u534f\u8bae\u3002<\/p>\n

Clode\u8ba4\u4e3a\uff0c\u5728\u5982\u6b64\u4e25\u5cfb\u7684\u4f9b\u5e94\u77ed\u7f3a\u4e0b\uff0c\u6311\u9009\u8d62\u5bb6\u8fdc\u6ca1\u6709\u76f4\u63a5\u62e5\u6709\u4ed3\u4f4d\u6765\u5f97\u91cd\u8981\u3002<\/p>\n

\u4ed6\u8fd8\u8868\u793a\uff0c\u76f8\u6bd4\u4e8e\u4e09\u661f\uff0c\u4ed6\u66f4\u503e\u5411\u4e8e\u7eaf\u7cb9\u7684\u5185\u5b58\u82af\u7247\u516c\u53f8\uff0c\u4f8b\u5982\u6d77\u529b\u58eb\u548c\u7f8e\u5149\uff0c\u56e0\u4e3a\u4e09\u661f\u7684\u6d88\u8d39\u7535\u5b50\u4e1a\u52a1\u6b63\u53d7\u5230\u6210\u672c\u4e0a\u5347\u7684\u6324\u538b\uff0c\u4ece\u800c\u524a\u5f31\u4e86\u5176\u6574\u4f53\u76c8\u5229\u80fd\u529b\u3002<\/p>\n

HBM\u6216\u6539\u5199\u5b58\u50a8\u82af\u7247\u5468\u671f<\/strong><\/p>\n

\u6839\u636eCounterpoint Research\u7684\u6570\u636e\uff0c2025\u5e74\u7b2c\u56db\u5b63\uff0cSK\u6d77\u529b\u58eb\u5360\u5168\u7403HBM\u603b\u6536\u5165\u768457%\u3002\u4e09\u661f\u548c\u7f8e\u5149\u5206\u522b\u536022%\u548c21%\u3002<\/p>\n

\u884c\u4e1a\u8c03\u7814\u663e\u793a\uff0cSK\u6d77\u529b\u58eb\u53ca\u7f8e\u51492026\u5e74\u7684HBM\u4ea7\u80fd\u65e9\u5df2\u88ab\u5ba2\u6237\u201c\u4e00\u62a2\u800c\u7a7a\u201d\uff0c\u751a\u81f3\u5168\u989d\u9884\u4ed8\u4e86\u5b9a\u91d1\u3002\u968f\u77402026\u5e74\u8fdb\u5165\u5c3e\u58f0\uff0c\u6b64\u524d\u7b7e\u7f72\u7684\u591a\u5e74\u5ea6\u4f9b\u5e94\u5408\u540c\u5c06\u5728\u660e\u5e74\u9646\u7eed\u8fce\u6765\u7eed\u7b7e\u548c\u91cd\u65b0\u5b9a\u4ef7\u7684\u7a97\u53e3\u3002<\/p>\n

\u5728\u5f53\u524d\u201c\u6709\u94b1\u4e5f\u62ff\u4e0d\u5230\u8d27\u201d\u7684\u5356\u65b9\u5e02\u573a\u4e0b\uff0cSK\u6d77\u529b\u58eb\u5c06\u4eab\u53d7\u7531\u4f9b\u9700\u9519\u914d\u5e26\u6765\u7684\u201c\u7206\u53d1\u6027\u6ea2\u4ef7\u201d\uff0c\u76f4\u63a5\u63a8\u9ad8\u5176\u6bdb\u5229\u7387\u548c\u51c0\u5229\u6da6\u8868\u73b0\u3002<\/p>\n

\u5728\u4f20\u7edf\u7684\u5b58\u50a8\u82af\u7247\u5468\u671f\u4e2d\uff0c\u4e0b\u6e38\u5ba2\u6237\u901a\u5e38\u968f\u7528\u968f\u4e70\uff0c\u4ef7\u683c\u968f\u73b0\u8d27\u5e02\u573a\u5267\u70c8\u6ce2\u52a8\u3002\u957f\u671f\u4ee5\u6765\uff0c\u5b58\u50a8\u884c\u4e1a\u56e0\u201c\u8d5a\u4e00\u5e74\u3001\u4e8f\u4e24\u5e74\u201d\u7684\u5f3a\u5468\u671f\u7279\u6027\uff0c\u5728\u8d44\u672c\u5e02\u573a\u5e38\u5e38\u65e0\u6cd5\u83b7\u5f97\u9ad8\u4f30\u503c\u3002<\/p>\n

\u591a\u5934\u8ba4\u4e3a\uff0c\u5305\u62ecSK\u6d77\u529b\u58eb\u5728\u5185\u7684\u9886\u5148\u5236\u9020\u5546\uff0c\u4ed6\u4eec\u6240\u751f\u4ea7\u7684\u5148\u8fdb\u5185\u5b58\u82af\u7247\u7684\u5174\u8d77\uff0c\u6b63\u5728\u6539\u53d8\u5b58\u50a8\u884c\u4e1a\u7684\u5468\u671f\u6027\u672c\u8d28\u3002\u4ece\u957f\u8fdc\u6765\u770b\uff0c\u8fd9\u5c06\u4f7f\u4f9b\u9700\u683c\u5c40\u53d8\u5f97\u66f4\u52a0\u6709\u5229\u3002<\/p>\n

\u5f97\u76ca\u4e8e\u5229\u6da6\u7684\u6fc0\u589e\uff0c\u8fd9\u4e9b\u5185\u5b58\u82af\u7247\u5236\u9020\u5546\u7684\u80a1\u7968\u4f30\u503c\u5728\u7ecf\u5386\u4e86\u5927\u6da8\u540e\uff0c\u4f9d\u7136\u4fdd\u6301\u7740\u5438\u5f15\u529b\u3002\u7f8e\u5149\u7684\u52a8\u6001P\/E\u7ea6\u4e3a10\u500d\uff0c\u800cSK\u6d77\u529b\u58eb\u548c\u4e09\u661f\u90fd\u57287\u500d\u5de6\u53f3\u2014\u2014\u8fdc\u4f4e\u4e8e\u7f8e\u80a1\u8d39\u57ce\u534a\u5bfc\u4f53\u6307\u6570\u768427\u500d\u3002<\/strong><\/p>\n","protected":false},"excerpt":{"rendered":"

\u8d22\u8054\u793e6\u67081\u65e5\u8baf\uff08\u5b9e\u4e60\u7f16\u8f91 \u674e\u83b9\/\u7f16\u8f91 \u9f50\u7075\uff09\u5c3d\u7ba1\u5f53\u524d\u534a\u5bfc\u4f53\u677f\u5757\u7531\u4e8e\u4f30\u503c\u6b65\u5165\u9ad8\u4f4d\u800c\u9762\u4e34\u5e02\u573a\u7684\u8c28\u614e\u5173\u6ce8\uff0c\u4f46\u534e\u5c14\u8857 […]<\/p>\n","protected":false},"author":1,"featured_media":6061,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[3,10,12],"tags":[59,157],"class_list":["post-6060","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-semi","category-zdyy","category-kjsj","tag-59","tag-157"],"_links":{"self":[{"href":"https:\/\/www.dimdeep.com\/index.php?rest_route=\/wp\/v2\/posts\/6060","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.dimdeep.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.dimdeep.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.dimdeep.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.dimdeep.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=6060"}],"version-history":[{"count":1,"href":"https:\/\/www.dimdeep.com\/index.php?rest_route=\/wp\/v2\/posts\/6060\/revisions"}],"predecessor-version":[{"id":6062,"href":"https:\/\/www.dimdeep.com\/index.php?rest_route=\/wp\/v2\/posts\/6060\/revisions\/6062"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.dimdeep.com\/index.php?rest_route=\/wp\/v2\/media\/6061"}],"wp:attachment":[{"href":"https:\/\/www.dimdeep.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=6060"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.dimdeep.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=6060"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.dimdeep.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=6060"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}