{"id":748828,"date":"2026-03-18T16:35:43","date_gmt":"2026-03-18T08:35:43","guid":{"rendered":"https:\/\/www.alphaseek.cn\/?p=748828"},"modified":"2026-03-18T16:35:43","modified_gmt":"2026-03-18T08:35:43","slug":"%e4%b8%89%e6%98%9f%e7%94%b5%e5%ad%90%e4%b8%8eamd%e7%ad%be%e7%bd%b2ai%e5%86%85%e5%ad%98%e8%b0%85%e8%a7%a3%e5%a4%87%e5%bf%98%e5%bd%95%ef%bc%8c%e6%8e%a2%e8%ae%a8%e6%99%b6%e5%9c%86%e4%bb%a3%e5%b7%a5","status":"publish","type":"post","link":"https:\/\/www.alphaseek.cn\/?p=748828","title":{"rendered":"\u4e09\u661f\u7535\u5b50\u4e0eAMD\u7b7e\u7f72AI\u5185\u5b58\u8c05\u89e3\u5907\u5fd8\u5f55\uff0c\u63a2\u8ba8\u6676\u5706\u4ee3\u5de5\u5408\u4f5c"},"content":{"rendered":"<p>\u4e09\u661f\u7535\u5b50\u4e0e\u8d85\u5a01\u534a\u5bfc\u4f53\uff08<span><a href=\"https:\/\/stock.finance.sina.com.cn\/usstock\/quotes\/AMD.html\" target=\"_blank\" data-sudaclick=\"content_marketkeywords_p\" rel=\"noopener\">AMD<\/a><\/span><span><\/span>\uff09\u5468\u4e09\u5ba3\u5e03\uff0c\u53cc\u65b9\u5df2\u7b7e\u7f72\u4e00\u4efd\u8c05\u89e3\u5907\u5fd8\u5f55\uff0c\u4ee5\u6269\u5927\u5728<a href=\"https:\/\/www.alphaseek.cn\/?tag=%e4%ba%ba%e5%b7%a5%e6%99%ba%e8%83%bd\" title=\"View all posts in \u4eba\u5de5\u667a\u80fd\" target=\"_blank\" class=\"tag_link\">\u4eba\u5de5\u667a\u80fd<\/a>\u57fa\u7840\u8bbe\u65bd\u5185\u5b58<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>\u4f9b\u5e94\u65b9\u9762\u7684\u6218\u7565\u5408\u4f5c\u3002<\/p>\n<p>\u4e24\u5bb6\u516c\u53f8\u5728\u58f0\u660e\u4e2d\u8868\u793a\uff0c\u672c\u6b21\u534f\u8bae\u5c06\u805a\u7126\u4e8e\uff1a\u4e3a AMD \u5373\u5c06\u63a8\u51fa\u7684 Instinct MI455X AI \u52a0\u901f\u5668\u4f9b\u5e94\u4e09\u661f\u4e0b\u4e00\u4ee3\u9ad8\u5e26\u5bbd\u5185\u5b58\uff08HBM4\uff09\uff0c\u4ee5\u53ca\u4e3a AMD \u7b2c\u516d\u4ee3\u9704\u9f99\uff08EPYC\uff09\u5904\u7406\u5668\u63d0\u4f9b\u4f18\u5316\u7248 DDR5 \u5185\u5b58\u3002<\/p>\n<p>\u53cc\u65b9\u8fd8\u5c06\u63a2\u8ba8\u6676\u5706\u4ee3\u5de5\u5408\u4f5c\u673a\u4f1a\uff0c\u4e09\u661f\u6709\u671b\u4e3a AMD \u4e0b\u4e00\u4ee3\u4ea7\u54c1\u63d0\u4f9b\u82af\u7247\u4ee3\u5de5\u5236\u9020\u670d\u52a1\u3002<\/p>\n<p>\u6839\u636e\u534f\u8bae\uff0c\u4e09\u661f\u5c06\u6210\u4e3a AMD \u4e0b\u4e00\u4ee3 AI \u663e\u5361\u7684\u6838\u5fc3 HBM4 \u4f9b\u5e94\u5546\u3002\u8fd9\u5bb6<a href=\"https:\/\/www.alphaseek.cn\/?tag=%e9%9f%a9%e5%9b%bd\" title=\"View all posts in \u97e9\u56fd\" target=\"_blank\" class=\"tag_link\">\u97e9\u56fd<\/a>\u4f01\u4e1a\u6b64\u524d\u5df2\u662f AMD \u7684\u4e3b\u8981 HBM \u4f9b\u5e94\u5546\uff0c\u4e3a AMD \u7684 MI350X\u3001MI355X \u52a0\u901f\u5668\u63d0\u4f9b HBM3E \u82af\u7247\u3002<\/p>\n<p>\u8be5\u534f\u8bae\u7b7e\u7f72\u6070\u9022\u82f1\u4f1f\u8fbe\u5e74\u5ea6\u5f00\u53d1\u8005\u5927\u4f1a GTC \u53ec\u5f00\u5468\u3002\u5468\u4e00\uff0c\u82f1\u4f1f\u8fbe CEO \u9ec4\u4ec1\u52cb\u521a\u521a\u5ba3\u5e03\u4e0e\u8fd9\u5bb6\u97e9\u56fd\u4f01\u4e1a\u8fbe\u6210\u6676\u5706\u4ee3\u5de5\u5408\u4f5c\uff0c\u5e76\u5bf9\u5176 HBM4 \u82af\u7247\u4e88\u4ee5\u80af\u5b9a\u3002<\/p>\n<p>\u6b64\u6b21\u5408\u4f5c\u51f8\u663e\u51fa\uff0c\u5728 AI \u9700\u6c42\u91cd\u5851\u534a\u5bfc\u4f53\u884c\u4e1a\u3001HBM \u82af\u7247\u4f9b\u5e94\u8d8b\u7d27\u7684\u80cc\u666f\u4e0b\uff0c\u5168\u7403\u82af\u7247\u5382\u5546\u6b63\u52a0\u7d27\u9501\u5b9a\u5148\u8fdb\u5185\u5b58\u957f\u671f\u4f9b\u5e94\u5408\u4f5c\u7684\u5e7f\u6cdb\u7ade\u4e89\u3002<\/p>\n<p>\u4e0a\u6708\uff0cAMD \u5ba3\u5e03\u4e0e<a href=\"https:\/\/www.alphaseek.cn\/?tag=%e5%85%83%e5%ae%87%e5%ae%99\" title=\"View all posts in \u5143\u5b87\u5b99\" target=\"_blank\" class=\"tag_link\">\u5143\u5b87\u5b99<\/a>\u5e73\u53f0\uff08Meta\uff09\u8fbe\u6210\u534f\u8bae\uff0c\u672a\u6765\u4e94\u5e74\u5c06\u5411\u5176\u51fa\u552e\u6700\u9ad8\u4ef7\u503c 600 \u4ebf\u7f8e\u5143\u7684 AI \u82af\u7247\uff0c\u8fd9\u7b14\u4ea4\u6613\u5141\u8bb8 Meta \u6700\u591a\u91c7\u8d2d AMD 10% \u7684\u76f8\u5173\u82af\u7247\u3002AMD \u53bb\u5e74\u4e5f\u66fe\u4e0e <a href=\"https:\/\/www.alphaseek.cn\/?tag=openai\" title=\"View all posts in OpenAI\" target=\"_blank\" class=\"tag_link\">OpenAI<\/a> \u7b7e\u7f72\u8fc7\u7c7b\u4f3c\u534f\u8bae\u3002<\/p>\n<p>\u4f5c\u4e3a\u5168\u7403\u6700\u5927\u5185\u5b58\u82af\u7247\u5236\u9020\u5546\uff0c\u4e09\u661f\u6b63\u52aa\u529b\u5728\u9ad8\u901f\u589e\u957f\u7684 HBM \u9886\u57df\u7f29\u5c0f\u4e0e\u7ade\u4e89\u5bf9\u624b\u7684\u5dee\u8ddd\u3002\u636e\u5e02\u573a\u7814\u7a76\u673a\u6784 Counterpoint \u6570\u636e\uff0c\u4e09\u661f\u76ee\u524d\u5360\u636e\u5168\u7403 HBM \u5e02\u573a\u7ea6 22% \u7684\u4efd\u989d\uff0c\u800c\u5e02\u573a\u9f99\u5934 SK \u6d77\u529b\u58eb\u5219\u4e3a 57%\u3002<\/p>\n<p>\u8d23\u4efb\u7f16\u8f91\uff1a\u90ed\u660e\u715c <\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u4e09\u661f\u7535\u5b50\u4e0e\u8d85\u5a01\u534a\u5bfc\u4f53\uff08AMD\uff09\u5468\u4e09\u5ba3\u5e03\uff0c\u53cc\u65b9\u5df2\u7b7e\u7f72\u4e00\u4efd\u8c05\u89e3\u5907\u5fd8\u5f55\uff0c\u4ee5\u6269\u5927\u5728\u4eba\u5de5\u667a\u80fd\u57fa\u7840\u8bbe\u65bd\u5185\u5b58\u82af\u7247\u4f9b\u5e94\u65b9\u9762\u7684\u6218 [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"aside","meta":[],"categories":[4],"tags":[378,148,374,339,231],"views":34,"_links":{"self":[{"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=\/wp\/v2\/posts\/748828"}],"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=748828"}],"version-history":[{"count":0,"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=\/wp\/v2\/posts\/748828\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=748828"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=748828"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=748828"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}