{"id":736297,"date":"2026-03-04T11:16:30","date_gmt":"2026-03-04T03:16:30","guid":{"rendered":"https:\/\/www.alphaseek.cn\/?p=736297"},"modified":"2026-03-04T11:16:30","modified_gmt":"2026-03-04T03:16:30","slug":"hbm%e7%ab%9e%e8%b5%9b%e7%99%bd%e7%83%ad%e5%8c%96%ef%bc%81sk%e6%b5%b7%e5%8a%9b%e5%a3%ab%e6%8e%a2%e7%b4%a2%e5%b0%81%e8%a3%85%e6%96%b0%e6%96%b9%e6%a1%88-%e6%88%96%e6%bb%a1%e8%b6%b3%e8%8b%b1%e4%bc%9f","status":"publish","type":"post","link":"https:\/\/www.alphaseek.cn\/?p=736297","title":{"rendered":"HBM\u7ade\u8d5b\u767d\u70ed\u5316\uff01SK\u6d77\u529b\u58eb\u63a2\u7d22\u5c01\u88c5\u65b0\u65b9\u6848 \u6216\u6ee1\u8db3\u82f1\u4f1f\u8fbe\u5cf0\u503c\u6027\u80fd\u76ee\u6807"},"content":{"rendered":"<p><\/p>\n<p><a target=\"_blank\" href=\"http:\/\/quote.eastmoney.com\/unify\/r\/105.NVDA\" data-code=\"NVDA|105|7\" data-code2=\"NVDA|105|1|\" target6=\"_blank\" rel=\"noopener\"><img loading=\"lazy\" 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class=\"tag_link\">\u97e9\u56fd<\/a>ZDNet\u6d88\u606f\uff0cSK\u6d77\u529b\u58eb\u6b63\u5728\u63a8\u8fdb\u4e0b\u4e00\u4ee3\u5c01\u88c5\u6280\u672f\uff0c\u7528\u4e8e\u63d0\u9ad8HBM4\u7684\u7a33\u5b9a\u6027\u548c\u6027\u80fd\u3002\u76ee\u524d\u8be5\u9879\u6280\u672f\u6b63\u5904\u4e8e\u9a8c\u8bc1\u9636\u6bb5\u3002<\/p>\n<p>\u7531\u4e8eHBM4\u7684I\/O\uff08\u8f93\u5165\/\u8f93\u51fa\u4fe1\u53f7\uff09\u6570\u91cf\u7ffb\u500d\u81f32048\u4e2a\uff0c\u6545\u800c\u589e\u52a0\u4e86\u4fe1\u53f7\u5e72\u6270\u7684<a href=\"https:\/\/www.alphaseek.cn\/?tag=%e9%a3%8e%e9%99%a9\" title=\"View all posts in \u98ce\u9669\" target=\"_blank\" class=\"tag_link\">\u98ce\u9669<\/a>\u3002\u8fd9\u79cd\u6269\u5c55\u867d\u7136\u63d0\u5347\u4e86\u5e26\u5bbd\uff0c\u4f46\u4e5f\u5e26\u6765\u4e86\u7535\u538b\u7b49\u65b9\u9762\u7684\u6311\u6218\u3002\u4e3a\u589e\u5f3a\u7a33\u5b9a\u6027\uff0cSK\u6d77\u529b\u58eb\u8ba1\u5212\u589e\u52a0\u90e8\u5206\u4e0a\u5c42DRAM<a href=\"https:\/\/www.alphaseek.cn\/?tag=%e8%8a%af%e7%89%87\" title=\"View all posts in \u82af\u7247\" target=\"_blank\" class=\"tag_link\">\u82af\u7247<\/a>\u7684\u539a\u5ea6\uff0c\u540c\u65f6\u7f29\u5c0fDRAM\u5c42\u4e4b\u95f4\u7684\u95f4\u8ddd\uff0c\u4ee5\u9632\u6b62\u5c01\u88c5\u6574\u4f53\u9ad8\u5ea6\u589e\u52a0\uff0c\u540c\u65f6\u964d\u4f4e\u5411\u6700\u4e0a\u5c42\u4f9b\u7535\u6240\u9700\u7684\u529f\u8017\uff0c\u63d0\u9ad8\u7535\u6e90\u6548\u7387\u3002<\/p>\n<p>\u4f20\u7edf\u4e0a\uff0cDRAM\u901a\u8fc7\u7814\u78e8\u80cc\u9762\u6765\u51cf\u8584\u82af\u7247\u539a\u5ea6\uff0c\u4ee5\u6ee1\u8db3HBM4 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target=\"_blank\" href=\"http:\/\/quote.eastmoney.com\/unify\/r\/105.NVDA\" data-code=\"105,NVDA\" rel=\"noopener\">\u82f1\u4f1f\u8fbe<\/a><\/span><span><\/span>\u8981\u6c42\u7684HBM4\u7684\u5cf0\u503c\u6027\u80fd\uff0c\u8fd8\u80fd\u663e\u8457\u63d0\u5347\u4e0b\u4e00\u4ee3\u4ea7\u54c1\u7684\u6027\u80fd<\/strong>\u3002<\/p>\n<p>\u6b64\u524d\u6709\u6d88\u606f\u79f0\uff0c<span web=\"1\"  target=\"_blank\" href=\"http:\/\/quote.eastmoney.com\/unify\/r\/105.NVDA\" data-code=\"105,NVDA\">\u82f1\u4f1f\u8fbe<\/span>\u5f88\u6709\u53ef\u80fd\u4f1a\u964d\u4f4e\u5176\u6700\u521d\u63d0\u4f9b\u7684 HBM4 \u7684\u6027\u80fd\u8981\u6c42\uff0c\u4f7f\u5176\u8fbe\u523010Gbps\u7684\u6c34\u5e73\u3002<span><a target=\"_blank\" href=\"http:\/\/quote.eastmoney.com\/unify\/r\/90.BK1036\" data-code=\"90,BK1036\" rel=\"noopener\">\u534a\u5bfc\u4f53<\/a><\/span><span><\/span><a href=\"https:\/\/www.alphaseek.cn\/?tag=%e5%88%86%e6%9e%90%e5%85%ac%e5%8f%b8\" title=\"View all posts in \u5206\u6790\u516c\u53f8\" target=\"_blank\" class=\"tag_link\">\u5206\u6790\u516c\u53f8<\/a>Semianalysis\u8868\u793a\uff0c<span web=\"1\"  target=\"_blank\" href=\"http:\/\/quote.eastmoney.com\/unify\/r\/105.NVDA\" data-code=\"105,NVDA\">\u82f1\u4f1f\u8fbe<\/span>\u6700\u521d\u5c06Rubin\u82af\u7247\u7684\u603b\u5e26\u5bbd\u76ee\u6807\u8bbe\u5b9a\u4e3a22 TB\/s\uff0c\u4f46\u5185\u5b58\u4f9b\u5e94\u5546\u4f3c\u4e4e\u96be\u4ee5\u6ee1\u8db3\u82f1\u4f1f\u8fbe\u7684\u8981\u6c42\uff0c\u5e76\u4e14\u201c\u9884\u8ba1\u521d\u59cb\u51fa\u8d27\u91cf\u5c06\u4f4e\u4e8e\u6b64\uff0c\u63a5\u8fd120 TB\/s\uff08\u76f8\u5f53\u4e8e\u6bcf\u4e2aHBM4\u5f15\u811a10 Gbps\uff09\u3002\u201d<\/p>\n<p>\u5728\u6b64\u80cc\u666f\u4e0b\uff0c\u4e3a\u8ffd\u6c42\u66f4\u9ad8\u5e02\u573a\u4efd\u989d\uff0c\u5b58\u50a8\u5927\u5382\u95f4\u5df2\u7136\u5f00\u542f\u4e86HBM\u6027\u80fd\u7ade\u8d5b\u3002\u5982\u4e09\u661f\u5728\u91c7\u7528\u66f4\u5148\u8fdb1c DRAM\u6280\u672f\u7684\u57fa\u7840\u4e0a\uff0c\u4e8e\u8fd1\u671f\u4ee5\u6765\u4ecd\u5b9e\u65bd\u4f17\u591a\u4e3e\u63aa\uff0c\u5305\u62ec\u4f46\u4e0d\u9650\u4e8e\u589e\u5927DRAM\u82af\u7247\u5c3a\u5bf8\uff0c\u5f15\u5165\u5168\u65b0\u4f9b\u7535\u67b6\u6784\uff08PDN\u5206\u6bb5\u6280\u672f\uff09\u4ee5\u964d\u4f4eHBM\u7f3a\u9677\u7387\u7b49\u3002<\/p>\n<p>\u6839\u636eTrendForce\u96c6\u90a6\u54a8\u8be2\u6700\u65b0\u62a5\u544a\uff0c\u968f\u7740AI<span><a target=\"_blank\" href=\"http:\/\/quote.eastmoney.com\/unify\/r\/90.BK1247\" data-code=\"90,BK1247\" 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target=\"_blank\" href=\"https:\/\/acttg.eastmoney.com\/pub\/xxlout_khmbdfcfappnew_random_0007467a\" rel=\"noopener\"><img src=\"https:\/\/np-newspic.dfcfw.com\/download\/D25437144255738497376_w690h389.jpg\" alt=\"HBM\u7ade\u8d5b\u767d\u70ed\u5316\uff01SK\u6d77\u529b\u58eb\u63a2\u7d22\u5c01\u88c5\u65b0\u65b9\u6848 \u6216\u6ee1\u8db3\u82f1\u4f1f\u8fbe\u5cf0\u503c\u6027\u80fd\u76ee\u6807\" style=\" display:block; margin-left:auto; margin-right:auto; \" \/><\/a><\/p>\n<p>(\u6765\u6e90:\u5929\u5929\u57fa\u91d1\u7f51)<\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u636e\u97e9\u56fdZDNet\u6d88\u606f\uff0cSK\u6d77\u529b\u58eb\u6b63\u5728\u63a8\u8fdb\u4e0b\u4e00\u4ee3\u5c01\u88c5\u6280\u672f\uff0c\u7528\u4e8e\u63d0\u9ad8HBM4\u7684\u7a33\u5b9a\u6027\u548c\u6027\u80fd\u3002\u76ee\u524d\u8be5\u9879\u6280\u672f\u6b63\u5904\u4e8e\u9a8c\u8bc1 [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":[],"categories":[232],"tags":[283,339,231,192],"views":28,"_links":{"self":[{"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=\/wp\/v2\/posts\/736297"}],"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=736297"}],"version-history":[{"count":0,"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=\/wp\/v2\/posts\/736297\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=736297"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=736297"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=736297"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}