{"id":731208,"date":"2026-02-26T14:53:52","date_gmt":"2026-02-26T06:53:52","guid":{"rendered":"https:\/\/www.alphaseek.cn\/?p=731208"},"modified":"2026-02-26T14:53:52","modified_gmt":"2026-02-26T06:53:52","slug":"trendforce%ef%bc%9a%e6%b6%a8%e4%bb%b7%e5%b8%a6%e5%8a%a8dram%e5%86%85%e5%ad%98%e4%ba%a7%e4%b8%9a2025q4%e8%90%a5%e6%94%b6%e7%8e%af%e6%af%94%e5%a2%9e%e9%95%bf29-4","status":"publish","type":"post","link":"https:\/\/www.alphaseek.cn\/?p=731208","title":{"rendered":"TrendForce\uff1a\u6da8\u4ef7\u5e26\u52a8DRAM\u5185\u5b58\u4ea7\u4e1a2025Q4\u8425\u6536\u73af\u6bd4\u589e\u957f29.4%"},"content":{"rendered":"<p>IT\u4e4b\u5bb6 2 \u6708 26 \u65e5\u6d88\u606f\uff0cTrendForce \u96c6\u90a6\u54a8\u8be2\u8868\u793a\uff0c\u53d7 AI \u9700\u6c42\u5916\u6ea2\u5f71\u54cd\uff0cDRAM \u884c\u4e1a\u5728 2025Q4 \u7ecf\u5386\u4e86\u4e00\u8f6e\u7acb\u4f53\u5168\u9762\u7684\u6da8\u4ef7\uff1a\u901a\u7528\u5185\u5b58\u5408\u7ea6\u4ef7\u4e0a\u6da8 45~50%\u3001\u6574\u4f53\u5408\u7ea6\u4ef7\u4e0a\u6da8 50~55%\u3002\u6da8\u4ef7\u6548\u5e94\u4e5f\u5e26\u52a8<strong>\u5f53\u5b63\u5ea6 DRAM \u4ea7\u4e1a\u8425\u6536\u73af\u6bd4\u5927\u589e 29.4%<\/strong>\uff0c\u89c4\u6a21\u8fbe 535.8 \u4ebf\u7f8e\u5143\uff08IT\u4e4b\u5bb6\u6ce8\uff1a\u73b0<a href=\"https:\/\/www.alphaseek.cn\/?tag=%e6%b1%87%e7%8e%87\" title=\"View all posts in \u6c47\u7387\" target=\"_blank\" class=\"tag_link\">\u6c47\u7387<\/a>\u7ea6\u5408 3681.71 \u4ebf\u5143<a href=\"https:\/\/www.alphaseek.cn\/?tag=%e4%ba%ba%e6%b0%91%e5%b8%81\" title=\"View all posts in \u4eba\u6c11\u5e01\" target=\"_blank\" class=\"tag_link\">\u4eba\u6c11\u5e01<\/a>\uff09\u3002<\/p>\n<p>\u5b63\u5ea6\u539f\u5382\u8425\u6536\u6392\u540d\u65b9\u9762\uff0c\u4e09\u661f\u7535\u5b50\u51ed\u501f 43.0% \u7684\u8d85\u9ad8\u73af\u6bd4\u589e\u5e45\u53cd\u8d85 SK \u6d77\u529b\u58eb\uff0c\u4ee5 193 \u4ebf\u7f8e\u5143 (36.0%) \u4f4d\u5c45\u8425\u6536\u699c\u5355\u7b2c\u4e00\uff0c\u5176\u4e2d ASP \u5355\u4ef7\u73af\u6bd4\u589e\u957f\u7ea6 40%\uff0c\u51fa\u8d27\u91cf\u589e\u957f\u4f4e\u4e2a\u4f4d\u6570\u767e\u5206\u6bd4\u3002<\/p>\n<p>\u800c SK \u6d77\u529b\u58eb\u4ee5 32.1% \u4f4d\u5c45\u5e02\u5360\u7b2c\u4e8c\uff0cASP \u73af\u6bd4\u589e\u957f\u7ea6 25%\u3001\u51fa\u8d27\u91cf\u589e\u957f\u4f4e\u4e2a\u4f4d\u6570\u767e\u5206\u6bd4\uff1b\u7b2c\u4e09\u540d\u7684\u7f8e\u5149\u5e02\u5360\u51fa\u73b0\u4e0d\u5c0f\u4e0b\u6ed1\uff0cASP \u73af\u6bd4\u589e\u957f\u7ea6 17%\u3001\u51fa\u8d27\u91cf\u73af\u6bd4\u5c0f\u5e45\u4e0b\u964d 4%\u3002<\/p>\n<\/p>\n<p>\u56fe\u6e90\uff1aTrendForce<\/p>\n<p>\u800c\u6765\u5230 2026Q1\uff0c\u201c\u80c3\u53e3\u201d\u65e0\u6cd5\u6ee1\u8db3\u7684\u5927\u578b<a href=\"https:\/\/www.alphaseek.cn\/?tag=%e4%ba%91%e6%9c%8d%e5%8a%a1\" title=\"View all posts in \u4e91\u670d\u52a1\" target=\"_blank\" class=\"tag_link\">\u4e91\u670d\u52a1<\/a>\u4f9b\u5e94\u5546\u5bf9\u5185\u5b58\u91c7\u8d2d\u4ef7\u683c\u4ecd\u6301\u5f00\u653e\u6001\u5ea6\uff0c\u800c\u4e0a\u6e38 DRAM \u539f\u5382\u7684\u51fa\u8d27\u89c4\u6a21\u9884\u8ba1\u5c06\u5927\u81f4\u4fdd\u6301\u4e0d\u53d8\u6216\u7565\u6709\u5347\u9ad8\u3002\u7ed3\u679c\u5c31\u662f<strong>\u672c\u5b63\u5ea6\u901a\u7528\u5185\u5b58\u4ef7\u683c\u6da8\u5e45\u9884\u8ba1\u5c06\u8d85\u8d8a HBM<\/strong>\uff0c\u8fbe\u5230 90~95%\uff1b\u6574\u4f53 DRAM \u5e73\u5747\u6da8\u5e45\u4e5f\u5c06\u8fbe\u5230 80~85%\u3002<\/p>\n<p>(\u6765\u6e90\uff1a\u65b0\u6d6a\u79d1\u6280)<\/p>\n","protected":false},"excerpt":{"rendered":"<p>IT\u4e4b\u5bb6 2 \u6708 26 \u65e5\u6d88\u606f\uff0cTrendForce \u96c6\u90a6\u54a8\u8be2\u8868\u793a\uff0c\u53d7 AI \u9700\u6c42\u5916\u6ea2\u5f71\u54cd\uff0cDRAM \u884c\u4e1a\u5728  [&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":[62,14,50],"views":33,"_links":{"self":[{"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=\/wp\/v2\/posts\/731208"}],"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=731208"}],"version-history":[{"count":0,"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=\/wp\/v2\/posts\/731208\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=731208"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=731208"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=731208"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}