{"id":722526,"date":"2026-02-12T13:49:47","date_gmt":"2026-02-12T05:49:47","guid":{"rendered":"https:\/\/www.alphaseek.cn\/?p=722526"},"modified":"2026-02-12T13:49:47","modified_gmt":"2026-02-12T05:49:47","slug":"%e5%86%85%e5%ad%98%e4%bb%b7%e6%a0%bc%e7%96%af%e6%b6%a8%ef%bc%81%e5%a4%9a%e5%ae%b6%e5%8e%82%e5%95%86%e4%b8%8b%e8%b0%83%e5%87%ba%e8%b4%a7%e9%a2%84%e6%9c%9f-%e5%8f%aa%e6%9c%89%e4%b8%80%e5%ae%b6%e5%9c%a8","status":"publish","type":"post","link":"https:\/\/www.alphaseek.cn\/?p=722526","title":{"rendered":"\u5185\u5b58\u4ef7\u683c\u75af\u6da8\uff01\u591a\u5bb6\u5382\u5546\u4e0b\u8c03\u51fa\u8d27\u9884\u671f \u53ea\u6709\u4e00\u5bb6\u5728\u4e0a\u8c03"},"content":{"rendered":"<p>\u5feb\u79d1\u62802\u670812\u65e5\u6d88\u606f\uff0c\u5e02\u573a\u7814\u7a76\u516c\u53f8Counterpoint Research\u53d1\u5e03\u7684\u6700\u65b0\u62a5\u544a\u663e\u793a\uff0c2026\u5e74\u7b2c\u4e00\u5b63\u5ea6\u4ee5\u6765\uff0c\u5168\u7403\u5185\u5b58\u4ef7\u683c\u76f8\u8f83\u4e8e2025\u5e74\u7b2c\u56db\u5b63\u5ea6\u672b\u5df2\u7ecf\u98d9\u5347\u4e8680%\u201490%\u3002\u65e0\u8bba\u662fDRAM\u3001NAND\u8fd8\u662f\u9762\u5411AI\u9886\u57df\u7684HBM\uff0c\u5168\u54c1\u7c7b\u4ef7\u683c\u5747\u521b\u4e0b\u4e86\u5386\u53f2\u65b0\u9ad8\uff0c\u8fd9\u79cd\u53f2\u65e0\u524d\u4f8b\u7684\u6da8\u5e45\u6b63\u6df1\u5ea6\u51b2\u51fb\u7740\u5168\u7403\u6d88\u8d39\u7535\u5b50\u4f9b\u5e94\u94fe\u3002<\/p>\n<p>\u636e\u77e5\u540d\u6570\u7801\u535a\u4e3b\u7206\u6599\uff0c\u53d7\u5185\u5b58\u7b49\u6838\u5fc3\u7269\u6599\u6da8\u4ef7\u7684\u5f71\u54cd\uff0c\u76ee\u524d\u4e3b\u6d41\u624b\u673a\u5382\u5546\u666e\u904d\u6301\u60b2\u89c2\u6001\u5ea6\uff0c\u57fa\u672c\u90fd\u5728\u4e0b\u8c032026\u5e74\u7684\u65b0\u673a\u51fa\u8d27\u91cf\u9884\u671f\u3002\u5728\u8fd9\u4e00\u7247\u51cf\u4ea7\u6f6e\u4e2d\uff0c\u4ec5\u6709\u4e00\u5bb6\u54c1\u724c\u9006\u52bf\u4e0a\u8c03\u4e86\u5e74\u5ea6\u76ee\u6807\uff0c\u5176\u5185\u90e8\u8bbe\u5b9a\u7684\u51fa\u8d27\u76ee\u6807\u5927\u7ea6\u57287000\u4e07\u53f0\u5de6\u53f3\uff0c\u4e14\u4e2d\u56fd\u5e02\u573a\u4f9d\u7136\u662f\u5176\u6838\u5fc3\u57fa\u672c\u76d8\u3002<\/p>\n<p>\u867d\u7136\u535a\u4e3b\u5e76\u672a\u6307\u540d\u9053\u59d3\uff0c\u4f46\u8bc4\u8bba\u533a\u4e0d\u5c11\u7f51\u53cb\u7eb7\u7eb7\u731c\u6d4b\uff0c\u8fd9\u5bb6\u6562\u4e8e\u5728\u5bd2\u51ac\u4e2d\u9006\u6d41\u800c\u4e0a\u7684\u54c1\u724c\u5f88\u53ef\u80fd\u662f<a href=\"https:\/\/www.alphaseek.cn\/?tag=%e5%8d%8e%e4%b8%ba\" title=\"View all posts in \u534e\u4e3a\" target=\"_blank\" class=\"tag_link\">\u534e\u4e3a<\/a>\u3002<\/p>\n<p>\u8fd9\u79cd\u731c\u6d4b\u5e76\u975e\u7a7a\u7a74\u6765\u98ce\uff0c\u6839\u636e\u6743\u5a01\u673a\u6784\u8fd1\u671f\u516c\u5e03\u7684\u7b2c\u4e09\u65b9\u9500\u91cf\u6570\u636e\uff0c\u534e\u4e3a\u51ed\u501f\u5f3a\u52b2\u7684\u52bf\u5934\u9886\u8dd1\u65b0\u5e74\u624b\u673a\u5e02\u573a\uff0c\u4ee518.6%\u7684\u5e02\u573a\u4efd\u989d\u6210\u529f\u62ff\u4e0b\u4e861\u6708\u4efd\u4e2d\u56fd\u624b\u673a\u5e02\u573a\u7684\u7b2c\u4e00\u540d\u3002\u5176\u4e2dMate 80\u6807\u51c6\u7248\u8868\u73b0\u6700\u4e3a\u62a2\u773c\uff0c\u5355\u54c1\u6fc0\u6d3b\u91cf\u5df2\u8fc5\u901f\u7a81\u7834150\u4e07\u53f0\uff0c\u6210\u4e3a\u53bb\u5e74\u4e0b\u534a\u5e74\u56fd\u4ea7\u65d7\u8230\u9635\u8425\u4e2d\u5355\u54c1\u9500\u91cf\u6700\u9ad8\u7684\u673a\u578b\u3002<\/p>\n<p>\u4e0d\u8fc7\u4ece\u5b8f\u89c2\u89d2\u5ea6\u6765\u770b\uff0c2026\u5e74\u624b\u673a\u884c\u4e1a\u6574\u4f53\u4ecd\u5c06\u9762\u4e34\u4e0b\u884c\u538b\u529b\u3002\u5b58\u50a8\u6210\u672c\u7684\u5267\u589e\u6b63\u6781\u5927\u5730\u538b\u7f29\u5382\u5546\u7684\u5229\u6da6\u7a7a\u95f4\uff0c\u5e76\u6700\u7ec8\u63a8\u9ad8\u7ec8\u7aef\u552e\u4ef7\uff0c\u6291\u5236\u6d88\u8d39\u8005\u7684\u8d2d\u4e70\u6b32\u671b\u3002<\/p>\n<p>\u7814\u7a76\u673a\u6784TrendForce\u5728\u62a5\u544a\u4e2d\u6307\u51fa\uff0c\u53d7\u5b58\u50a8\u5668\u4ef7\u683c\u6301\u7eed\u8d70\u9ad8\u7684\u62d6\u7d2f\uff0c\u9884\u8ba12026\u5e74\u5168\u7403\u624b\u673a\u4ea7\u91cf\u5c06\u4e0b\u964d10%\uff0c\u603b\u91cf\u840e\u7f29\u81f311.35\u4ebf\u53f0\u5de6\u53f3\u3002\u5982\u679c\u672a\u6765\u51e0\u4e2a\u6708\u5185\u5b58\u4ef7\u683c\u5f97\u4e0d\u5230\u6709\u6548\u63a7\u5236\uff0c\u5e02\u573a\u8870\u9000\u7684\u5e45\u5ea6\u751a\u81f3\u53ef\u80fd\u8fdb\u4e00\u6b65\u6269\u5927\u523015%\u4ee5\u4e0a\uff0c\u624b\u673a\u884c\u4e1a\u7684\u6d17\u724c\u671f\u6216\u8bb8\u6bd4\u9884\u60f3\u4e2d\u6765\u5f97\u66f4\u65e9\u3002<\/p>\n<\/p>\n<p>(\u6765\u6e90\uff1a\u65b0\u6d6a\u79d1\u6280)<\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u5feb\u79d1\u62802\u670812\u65e5\u6d88\u606f\uff0c\u5e02\u573a\u7814\u7a76\u516c\u53f8Counterpoint Research\u53d1\u5e03\u7684\u6700\u65b0\u62a5\u544a\u663e\u793a\uff0c2026\u5e74\u7b2c\u4e00 [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"aside","meta":[],"categories":[6],"tags":[23],"views":53,"_links":{"self":[{"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=\/wp\/v2\/posts\/722526"}],"collection":[{"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=722526"}],"version-history":[{"count":0,"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=\/wp\/v2\/posts\/722526\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=722526"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=722526"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=722526"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}